May 01, 2025
CFB Talks Digital Assets Episode 43: FalconX's David Lawant on the Tariff Aftermath, and What to Watch in The Next 100 Days
As markets contemplate what the next 100 days hold in store, we're stoked to have another dose of exclusive insights from FalconX's Head of Research, David Lawant, from his vantage point serving the biggest investors in the world.
A small sample of topics you really don't want to miss:
- Meet Bitcoin's decoupling from alts, with institutions playing a bigger role via ETF flows
- The crucial difference between Bitcoin's 'tariff crash' and historical routs: volumes were 25%-50% lower this time
- 'Goldification': how BTC's dollar-defensiveness and flattening implied volatility make it more and more of a safe haven
- A surprise split between Solana client personas: did you know crypto native institutions trade more SOL than ETH?
- 'Ethereum is Dead' vs. 'Ethereum's Just Getting Started' - a tactical bias in ETH trading post ETF options debut
- CFTC-regulated 'perps' are coming! How markets are sleeping on the implications
Get ready for whatever's next. Dive in now on your favorite 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 96
The checklist for a durable low—lower implied volatility, term structure back to contango, skew nearer neutral—has been partially met, but not conclusively so, as yet.
Ken Odeluga
CORRECTION: CF Digital Asset Index Family Multi Asset Series – Free Float Supplies Announcement
The Administrator announces a correction of the recently published Free Float Supplies Announcement for the reconstitution and rebalance of the CF Digital Asset Index Family Multi Asset Series taking place on December 1st, 2025. This correction affects the following basket indices:
CF Benchmarks
CF Digital Asset Index Family Multi Asset Series – Free Float Supplies Announcement
The reconstitution and rebalance of the CF Digital Asset Index Family Multi Asset Series will take place on December 1st, 2025.
CF Benchmarks