Jan 09, 2024
CFB Talks Digital Assets Ep 21: Q4’23 Attribution Episode; unpacking the most recent rebalance period with Ken and Gabe
It’s time for another episode of CFB Talks Digital Assets and this time we’re featuring our latest Quarterly Attribution Report (QAR)! This QAR is written, as usual, by Lead Research Analyst, Gabe Selby, CFA. In this episode, Ken and Gabe discuss the following topics:
- Could SEC-approved crypto ETFs spark mainstream adoption?
- CME futures interest is surging on ETF hopes. Are spot Bitcoin and Ether funds a watershed moment?
- Our crypto indices beat stocks again. Are Web 3.0 and DeFi leaving equities in the dust?
- Interest rate expectations shift for 2024. What's the outlook for crypto as inflation declines?
This is an instalment that you surely do not want to miss!
The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell any of the underlying instruments cited including but not limited to cryptoassets, financial instruments or any instruments that reference any index provided by CF Benchmarks Ltd. This communication is not intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. Please contact your financial adviser or professional before making an investment decision.
Note: Some of the underlying instruments cited within this material may be restricted to certain customer categories in certain jurisdictions.
SEC preps Digital Asset Sandbox
The latest piece on the docket arises out of Atkins’ goal of modernizing “securities rules and regulations to enable America’s financial markets to move on-chain”. And the recognition that entities undertaking these innovations have often fallen foul of existing regulations.
Ken Odeluga
Weekly Index Highlights, November 10, 2025
Softer mega-caps brought a rotation in top-assets, while Services and Programmable led on data and scaling strength, and mid-caps outperformed, propelled by Web3, DeFi, and Culture. Staking was mixed with modest shifts. Implied BTC volatility firmed, while USDT rates stayed firm and Bitcoins' eased.
CF Benchmarks
CFB Talks Digital Assets Episode 51: How MicroBit Capital created one of Hong Kong's fastest-growing Bitcoin ETFs, with CIO Kenny Khuong
We’re delighted to welcome MicroBit Capital Management's Chief Investment Officer, Kenny Khuong, as our first Hong Kong-based investment management guest on the CFB Talks Digital Assets podcast.
Ken Odeluga