This time the CFB Talks Digital Assets team is joined by Kraken's Chief Economist Thomas Perfumo, CFA, and CF Benchmarks Senior Product Manager James Flamant - plus special guest Ryan Rasmussen, Head of Research at Bitwise.
The panel covers the surprisingly strong NFP print, Michael Saylor's signal that Bitcoin sales aren't off the table at Strategy, Inc., Circle's 20% pop on stablecoin-rewards optimism, and a forensic walk-through of the recent ~$300 million Kelp DAO cross-chain exploit.
From AI concentration risk and chipmaker earnings, to hopes of a CLARITY Act markup within days, hear the team unpack the cross-currents shaping crypto right now.
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.
Size led CF Benchmarks' factor table for a second week at 2.58% as the Market fell 4.98%. Size held after QNT's reversal, though its cohort spread narrows sharply without three outlier tokens, and Downside Beta and Liquidity gave back part of last week's gains.

Mark Pilipczuk
The CF Free-Float Broad Cap Index rose 10.28% in September as Bitcoin supplied 59% of the gain while trailing the index. Returns across the Capitalization Series ran from +7.74% for Ultra Cap 5 to +14.01% for Emerging Crypto, which holds no Bitcoin, as altcoins outpaced Bitcoin.

Mark Pilipczuk
CF Digital Asset Index Family Multi Asset Series - Extraordinary Rebalance Announcement

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