Oct 04, 2023
CFB Talks Digital Assets Episode 18: Two Steps Forward, One Step Back: June-September 2023 Crypto Market Review
It’s time for another crypto podcast and this time we’re featuring our latest Quarterly Attribution Report (QAR) in this edition of CFB Talks Digital Assets!
This one is for the June-to-September QAR, written, as usual, by Lead Research Analyst, Gabe Selby, CFA.
Remember, QARs are designed to help investors understand the performance of digital assets through the lens of our CF Digital Asset Classification Structure (CF DACS), the only comprehensive taxonomy of the blockchain economy from a regulated Benchmark Administrator.
Top talking points this episode:
- How key events like BlackRock’s Bitcoin ETF filing propelled prices higher at the start of the QAR period
- Why Bitcoin Cash rallied 200% at one point, closing out the stretch as the strongest performer in our CF Broad Cap Index
- Signs that crypto could soon reestablish its former long-standing de-correlation from stocks
- September strikes Bitcoin yet again! Find out why October is odds on to be golden for BTC
- Despite crypto’s outperformance in the quarter, learn why the asset class still has relatively more room on the upside in coming months
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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.
Weekly Index Highlights, June 30, 2025
Digital assets rebounded on easing tensions. CF Capitalization rose 6–7%, thematic indices 8–11%. ETH staking yield fell to 2.65%, Solana’s rose to 6.64%. BVXS hit a low, CME options skew flattened, and realized volatility climbed to 29.81.
CF Benchmarks
CF Benchmarks Newsletter Issue 85
Qualified opinion offers a strong counterpoint to implied negative interpretations of the pace at which the SEC is progressing the digital asset product market.
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Weekly Index Highlights, June 23, 2025
The digital asset market plunged last week amid Iran conflict fears. Cardano led losses (–18.91%), followed by AVAX (–18.44%), SOL (–17.99%), ETH (–17%), LINK (–17%), and XRP (–13.98%). BTC dropped 6.86%, trimming YTD gain to 6.45%. Investors grew risk-averse.
CF Benchmarks