CFB Talks Digital Assets Episode 53: Bitwise's Juan Leon on the 2026 Playbook: allocator adoption, regulatory catalysts, and production

In CF Benchmarks’ 2026 outlook, “Risk-On Reloaded,” the base case is disinflation with noise, moderating growth, and a policy and liquidity backdrop that can reopen risk appetite and widen participation.

To pressure-test the thesis, we’re delighted to welcome Juan Leon, Senior Strategist at Bitwise, to the CFB Talks Digital Assets podcast!

We also explore whether Bitcoin and altcoins are poised for a catch-up trade, and whether regulatory clarity unlocks a new wave of product innovation.

From the current state of market structure legislation, to allocator and advisor adoption, to long-term capital market assumptions, Juan dives into Bitwise’s 2026 predictions and maps what matters most in the year ahead.

Join us for a discussion covering what we’re watching for in 2026, including:

• Why “risk-on reloaded” could broaden performance beyond Bitcoin, and what a catch-up trade looks like
• Bitwise’s “if clarity passes” framework: what a regulatory breakthrough really unlocks for participation
• Whether Bitcoin’s four-year cycle breaks, and what would have to change for that to happen
• The allocator moment: why adoption among endowments, advisors, and institutions may be approaching an inflection point as career risk falls
• Utility-driven growth flywheels: prediction markets and stablecoins
• What Bitwise is focused on next: products, approvals, and the near-to-medium term roadmap

If 2026 is the year macro turns supportive, clarity arrives, and crypto breadth finally shows up, these outlooks will help you navigate the year ahead.

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