Episode Details
| Title | What Institutions are Actually Buying this Cycle | Eric Peters, One River & Coinbase Asset Management |
|---|---|
| Date | 11/19/2024 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $INFRA - Crypto infrastructure providers are expected to be major winners in the space, with Coinbase highlighted as a leading example due to its extensive experience and capabilities.
- “I definitely think that the infrastructure providers win massively.” - Eric (1:12:01)
- “To my knowledge, I don't know that there's a better infrastructure provider than Coinbase, that has, you know, the number of reps that they that they have.” - Eric (1:12:09)
- 🟢 $BTC - 🔒
- 🟢 $ETH - 🔒
- 🟢 $STABLES - 🔒
- 🟢 $AI - 🔒
- 🟢 $ENERGY - 🔒
- 🟢 $BLK - 🔒
Bearish:
- 🔻 $FIXEDINCOME - 🔒