The Ledger
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Peters: Euro Stoxx 50 and Hang Seng Were Worst Major Markets
“Eurostoxx, 50, and Hang Seng, those are the two really worst stock markets in the world from a performance standpoint over the last 1720 years.”
Peters: US 2021 Budget Deficit Will Reach 15% to 20%
“So when you look at the U S and you look at just the massive deficit that we ran last year, this year's deficit is going to be 15 to 20% with an economy that's actually bouncing back to life.”
Peters: Coinbase operates as a pure agency desk without principal risk
“They have an agency desk, meaning I was able to interact with their institutional trading desk. They don't have a proprietary trading desk. They don't take principal risk”
Peters: One River's First Public Statements Moved Bitcoin 15-25%
“The first three times, you know, Though we've said anything, Bitcoin has moved by 15 to 25% within a couple days, which is kind of wild.”
Peters: Coinbase Private Market Valuation Reached $70B in Early 2021
“If you are the kind of person to do that, you're the type of person that builds Coinbase, which is, as an example, which is most recently, the values I've seen in the private markets are seventy billion dollars, right?”
Peters: Peloton ABS fund ran 7x levered subprime relative-value trade
“And then they had their ABS fund and that ABS fund was a big bet against subprime mortgages. It was a relative value bet. So they were long, a few, three units of Triple A mortgages short one unit of triple B's levered seven times.”