Nov 12, 2024
CFB Talks Digital Assets Episode 31: CF Benchmarks’ Q4 Market Outlook as the Trump 2.0 Era begins
CF Benchmarks’ recently launched quarterly market outlook series is on tap for an extra special episode of the CFB Talks Digital Assets podcast.
The first report in the series, for Q4 2024, landed in the run-up to the hotly anticipated U.S. election. Join our Head of Research, Gabe Selby, CFA, Research Analyst, Mark Pilipczuk, and Head of Content, Ken Odeluga, as they talk through the key macro and political details that really matter, after Trump’s second presidential win.
Hear our research team’s base case economic outlook for a soft landing - which remains on track - plus implications for digital asset returns and positioning
- Learn why the Fed is increasingly boxed into a corner on policy, as markets signal a deeper easing path will be necessary, with potential impacts on digital asset
- The secular crypto themes most likely to prevail in the medium to long term:
- The rise and rise of stablecoins
- Ethereum winning the scalability wars
- Money market funds at the vanguard of tokenization growth
- Also, what are DePINS?
Whether you’re an institutional or individual investor, be sure to grab a coffee and lean into our research team’s long-form insights at this critical macro and geopolitical juncture!
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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.
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
CF NEAR Staking Reward Rate and Staked Return indices to be added to CF Staking Series
The Administrator announces the addition of the CF NEAR Staking Reward Rate, CF NEAR Staked Return Index-Compounded, and CF NEAR Staked Return Index Blends to the CF Staking Series within the CF Digital Asset Index Family.
CF Benchmarks