Dec 24, 2024
CFB Talks Digital Assets Episode 33: Bitcoin hits $100k, altcoins surge, and Gensler quits - Get CFB's Q4 review
Reviewing a momentous quarter in crypto with the CF Benchmarks research team
After one of the most consequential crypto quarters for years, join CF Benchmarks' Head of Research Gabe Selby, CFA, and Research Analyst Mark Pilipczuk, on the CFB Talks Digital Assets podcast - as they talk through the major global market, on-chain, macro and blockchain highlights from their latest quarterly market report!
- Start with an informed recap, including Bitcoin's $100k milestone, propelled by a heady mix of rate cuts and that regulatory re-rating, after Trump's election win - plus, record ETF inflows
- A 3D look inside the Fed's policy pivot: hear why persistent inflation and an ambitious incoming fiscal agenda could bring fewer cuts, or even a pause, sooner rather than later
- Dig into standout gainers like Ripple's XRP and Cardano's ADA, which surged 378.86% and 266.08% respectively. Learn why our CF Digital Culture Composite Index rocketed 103.62%, while our Blockchain Infrastructure Index surged 'only' 82.34%
- Plus, after the first meaningful BTC basis expansion for years, where sophisticated traders will position next
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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.
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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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CF Benchmarks