Dec 24, 2024
CFB Talks Digital Assets Episode 34: Bond Vigilantes, AI Agents and The Stablecoin Takeover - CFB 2025 Outlook Special
The final CF Benchmarks podcast episode of 2024 is the perfect companion for exploration of our 2025 Market Outlook Report!
Join Head of Research Gabe Selby, CFA, and Research Analyst Mark Pilipczuk, as they unpack the highlights with Head of Content, Ken Odeluga.
- Get our analysts’ reaction to the Fed’s ‘hawkish pivot’ last week, which upended policy expectations and triggered a big volatility spike. But how much has the rate outlook really changed? And what are the implications for markets?
- The Bond Vigilantes are back! How will the Fed react as these influential participants flex their muscles?
- As for crypto in 2025 - we’re set for another exciting year. Listen in as our research team breaks out the highest-probability themes:
- The next adoption inflection point, as blockchain transactions per second start outpacing legacy infrastructure speeds
- Why RIAs are set to become the dominant holders of crypto ETFs
- How TradFi-crypto convergence could be fuelled by a 50% surge in stablecoin growth to $300 billion by end 2025
- Meet your Crypto AI Agent
- The Regulatory Reset - key bills to watch in 2025: The Bitcoin Act, FIT21, Loomis - Gillibrand, and others
For the most comprehensive, informed, institutionally focused perspective on the year ahead for digital assets, click below to listen on your favourite platform!
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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 98
As the 2-year anniversary of the first US spot Bitcoin ETFs approaches, a huge wall of filings points to a surprising turn in 2026 • Research Primer: Bitcoin Capital Market Assumptions • Kraken lists LCAP Portfolio Perp
Ken Odeluga
What a Huge Wall of Filings Tells us about the Next Wave of US Crypto ETFs
A massive build-up of crypto ETF filings suggests issuers are pivoting away from the '33 Act framework towards more flexible '40 Act structures. We explain why.
Ken Odeluga
Risk-On Reloaded: Monetary Easing, Catch-up Trades, and the Tokenization Buildout
Crypto markets are entering a transformative phase in 2026, where regulatory clarity and monetary easing outweigh macro uncertainty. We expect a dovish Fed pivot counter to consensus, fostering lower real yields. Meanwhile, the CLARITY Act and broader adoption should drive our secular themes.
Gabriel Selby