CFB Talks Digital Assets Episode 35: Market-Making AI Agents and the New Crypto ETF Regime: Welcome to 2025!

Digital assets have a high bar to beat in 2025 after a stonking 2024 - but with a new pro-crypto US administration waiting in the wings, this year promises to be just as consequential.

Markets-wise though, January is off to a less than sure-footed start...

As CF Benchmarks Head of Research Gabe Selby, CFA, and Research Analyst, Mark Pilipczuk point out in our first podcast of 2025, this follows the ’Santa Rally’s no-show in December.

Still, that's after one of the strongest crypto mega cap returns for years. And with alts underperforming overall, catch-up trades could be on the cards.

To learn which ones, and a lot more, join Gabe, Mark, and Head of Content, Ken Odeluga, as they tally up crypto’s seismic 2024, and surface everything to watch going into another critical year.

Top Themes:

• AI agents: With some already earning above the median US wage, find out how they could soon be market-making, operating cross-chain liquidity, and even doing agent-to-agent transactions. What could possibly go wrong!
• Ether flows punched above their weight relative to the ETH/BTC ratio into year-end, but Ether AuM still doesn't reflect ETH's share of that pair’s joint market cap. Does December’s $2B ETH inflow mean the catch-up has begun?
• Regulatory transition: Will we see Solana and XRP ETFs, before we see CFTC-regulated SOL and XRP futures? And which ETF filings have the highest chance of near-term approval?
• RIA crypto ETF holdings: How to gauge when are research team's call for these to breach 50% of the total is well on the way

All in all, it’s time again to grab your preferred beverage, sit down, and soak up the latest insights from our institutional insiders.

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