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Sell-Off Intensifies Amid Fed Uncertainty

Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.

Gabriel Selby
Gabriel Selby

Gabriel Selby

4 mins read
Weekly Index Highlights, December 1, 2025

Large caps rebounded in a beta-led rally as Sectors like DeFi and Culture mean reverted. Staking rate changes wavered. Bitcoin implied volatility fell despite realized vol's rise; funding rates diverged: BTC (BIRC) steeper, USDT softer. In Factors: Downside Beta and Liquidity edged Growth and Value.

CF Benchmarks
CF Benchmarks

CF Benchmarks

6 mins read
CF Benchmarks Newsletter Issue 96

The checklist for a durable low—lower implied volatility, term structure back to contango, skew nearer neutral—has been partially met, but not conclusively so, as yet.

Ken Odeluga
Ken Odeluga

Ken Odeluga

7 mins read