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.
The Administrator has confirmed changes to the Token Market Price Family for the period 14 July 2026 to 21 July 2026.

CF Benchmarks
Digital assets extended their recovery over the past week as cooler US inflation prints repriced Fed expectations; the bid was broad across the large cap indices, growth factor leadership returned, stablecoin funding repriced lower, and stress stayed isolated in names hit by token-specific news.

Mark Pilipczuk
The Administrator announces that it will demise the CF Dai-Dollar Settlement Price (DAIUSD_RR) and CF Dai-Dollar Spot Rate (DAIUSD_RTI) which are members of the CF Digital Asset Index Family.

CF Benchmarks
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