Apr 04, 2024
CFB Talks Digital Assets Episode 24: Crypto's Hidden Giants - FalconX's David Lawant on the Institutions Shaping the Market
For a lot of crypto participants, the spot Bitcoin ETF phenomenon is their first exposure to in-depth structures and procedures of traditional markets.
But in many ways, this just scratches the surface!
That's why we're super fortunate to have David Lawant, Head of Research at crypto's largest prime brokerage, FalconX, as our guest on the latest episode of CFB Talks Digital Assets.
FalconX offers a wide range of OTC derivatives, including Bitcoin and Ether options, settled by our regulated CME CF Bitcoin Reference Rate (BRR) and CME CF Ether-Dollar Reference Rate (ETHUSD_RR).
Listen or watch for exclusive insights from this usually hidden, but critically important corner of the digital asset market:
- What exactly does a crypto prime brokerage do?
- Typical ETF counterparty transactions
- David's probability estimate of spot ETH ETF approval
- Key market drivers and what will happen next
Listen on Spotify
Watch on YouTube
Listen on Apple Podcasts
Watch on Vimeo
Catch all episodes here
Subscribe for updates!
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.
CF Benchmarks Quarterly Attribution Reports - March 2026
Thoroughly dissect and comprehend the performance of our flagship portfolio indices at the constituent, category, sub-category, and segment levels during the course of each portfolio rebalance period.
Gabriel Selby
Weekly Index Highlights, March 9, 2026
Geopolitical strains kept digital assets on the defensive in the past week, with Bitcoin down 2.1% and Cardano -12.0%. Realized BTC volatility and our BVXS implied vol. index both inched higher, by 5.8 and 1.7 points, but Culture tokens in our CF DACS taxonomy were worst hit on average, at -8.7%.
CF Benchmarks
Factor Friday - March 6, 2026
The market posted its strongest weekly gain of 2026 at +4.3%, trimming YTD losses to -28.0%. Value emerged as the top factor at +1.7% weekly, turning positive YTD. Downside beta posted its first negative week of the year, signaling a potential early shift towards risk.
Mark Pilipczuk