Jul 26, 2024
CFB Talks Digital Assets Episode 29: The Ether Investment Case and what the ETF approvals say about regulatory changes, with Sui Chung
Spot Ether ETFs are finally here!
Just like for Bitcoin ETFs though, the path to approval has been full of suspense and drama.
Whether it was SEC chair Gary Gensler's stated view that Ether is a security; the controversy over staking, or regulatory action against certain crypto platforms, the process often felt like it was one plot twist away from complete shut down.
With four of these new funds using our regulated ETHUSD_NY index to calculate Net Asset Value (NAV) - once again, CF Benchmarks has had a ringside seat.
To find out what we learned, join CF Benchmarks CEO Sui Chung, Head of Content Ken Odeluga, and Head of Research Gabe Selby, CFA, for an extra special episode of the CFB Talks Digital Assets podcast.
- Hear how the SEC abruptly dropped opposition to ETH ETFs - weeks after receiving our analyses
- The SEC also cited CF Benchmarks by name in its approval order - but did we really change the regulator's mind?
- How filings changed over time to meet SEC expectations; offering clues on possible future crypto ETF approval criteria
- Get Gabe's data-driven analysis of why ETH ETF inflow forecasts might be undercooked
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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.
Ken Odeluga
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