Mar 19, 2025
CFB Talks Digital Assets Episode 40: Executive Orders & Market Disorder - Q1 2025 Market Review
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:
- How sharp does a crypto market tumble need to be to constitute a correction? And when does a crypto correction become a bear?
Get our analysts’ take on the crypto equivalent of the down '10% but <20%' rule of thumb for stocks
- Even amid the overall downturn, our Diversified Broad Cap Index underperformed its free float counterpart by 800 basis points.
Find out why
- Takeaways from the broader negative breadth in Q1 2025 vs. Q3 2024
And what’s the story behind XRP’s solo positive performance among large caps?
- Flight-to-quality is no stranger to crypto! Detail and potential alpha in the aftermath of the ‘Meme-lash’...
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!
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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.
Weekly Index Highlights, August 4, 2025
Last week, markets broadly declined: Large and Broad Cap indices fell 5.50% and 5.72%. High-beta themes tumbled— the CF Digital Culture Composite dropped 13.58% and the CF DeFi Composite slid 12.51%. Solana (–14.50%) and Avalanche (–19.55%) lagged, while Bitcoin was most resilient (–3.71%).
CF Benchmarks
Regulatory Wins Fuel Broad-Based Rally
Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.
Gabriel Selby
Q3 2025 Market Outlook: Alpha in the Aftermath
This Research Bytes episode offers a top-level summary of CF Benchmarks’ Q3 2025 Market Outlook report. From multi-token ETFs to corporate treasuries stacking digital assets, discover what’s reshaping investment strategy in today’s evolving macro landscape.
CF Benchmarks