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Mar 16, 2023

CFB Talks Digital Assets - Episode 8

We're stoked to have one of the most widely followed and highly regarded macro strategists as our guest on this latest episode, Bloomberg's Mike McGlone.

As a Wall Street veteran watching assets like commodities and equities as well as an early adopter and integrator of the digital asset class, Mike's analyses of how crypto fits into the mainstream is highly developed and uniquely integrated.

Highlights include:

  • Why crypto prices remain structurally so strong despite the Fed, SVB, Signature, etc.
  • The importance of "widely disseminated" ETFs that track high-quality indices like the CME CF Bitcoin Reference Rate (BRR)
  • How the current 'supply trough' amid still-tightening financial conditions sets the stage for another leg lower, led by digital assets
  • Why dollar-pegged stable coins may turn out to be the most important digital asset class
  • The SEC vs. GBTC - what to watch

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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.


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