Feb 02, 2023
CFB Talks Digital Assets - Episode 4
In the latest episode of CFB Talks Digital Assets podcast we review yet another tumultuous quarter of deleveraging triggered by yet another big counterparty collapse. Recorded December 8th, 2022
As Lead Research Analyst Gabe Selby points out, despite all digital asset categories remaining in the red throughout the quarter, as reflected by negative returns for our regulated crypto portfolio indices, scaling protocols were relatively defensive.
Watch to find out which one fared best ★ What that has to do with the definitive DeFi milestone for JPMorgan Chase & Co. in the quarter ★ And why fading Ether dominance of the BTC/ETH ratio helps set up the best conditions we’ve got (for now) for more constructive price action in the current quarter.
Watch all episodes here
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