CF Benchmarks
CF benchmarks logo

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.


Data Delays & Defensive Tilts

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
CF Benchmarks Newsletter Issue 98

As the 2-year anniversary of the first US spot Bitcoin ETFs approaches, a huge wall of filings points to a surprising turn in 2026 • Research Primer: Bitcoin Capital Market Assumptions • Kraken lists LCAP Portfolio Perp

Ken Odeluga
Ken Odeluga

Ken Odeluga

9 mins read
What a Huge Wall of Filings Tells us about the Next Wave of US Crypto ETFs

A massive build-up of crypto ETF filings suggests issuers are pivoting away from the '33 Act framework towards more flexible '40 Act structures. We explain why.

Ken Odeluga
Ken Odeluga

Ken Odeluga

7 mins read