Time for the Q1 market review edition of our CFB Talks Digital Assets podcast - where the CF Benchmarks research team, Gabe Selby, CFA, and Mark Pilipczuk, put that complex first quarter under the microscope...
Key themes:
Get our analysts’ take on the crypto equivalent of the down '10% but <20%' rule of thumb for stocks
Find out why
And what’s the story behind XRP’s solo positive performance among large caps?
If you’re seeing this, you’re serious about crypto, and serious about markets as a whole - so grab your beverage of choice, and dive in by clicking the links below, or wherever you get your podcasts!
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.
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The market posted its strongest week of 2026 at +7.1%. However, factor breadth was notably thin. Size was the only non-market factor to finish positive at +1.3%, while growth and value lagged, suggesting the rally was driven by directional flows rather than fundamentals.

Mark Pilipczuk
Head of Research Gabe Selby, CFA is joined by Kraken's Chief Economist Thomas Perfumo, CFA, CF Benchmarks Research Analyst, Mark Pilipczuk, and Senior Product Manager, Cristian Isac.

Ken Odeluga
The Administrator is launching a consultation on proposed changes to the CME CF Bitcoin Volatility Index - Settlement (BVXS) Methodology.

CF Benchmarks
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