CF Benchmarks
CF benchmarks logo

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

Watch all episodes here

Subscribe for updates!


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.


Factor Friday - March 20, 2025

The market's strongest four-week rally of 2026 saw liquidity top weekly factor rankings for the first time, signaling broadening risk appetite beyond value and growth. Downside beta's lead is eroding fast. The rotation is encouraging, but with YTD losses at -28.4%, a full risk-on pivot is premature.

Mark Pilipczuk
Mark Pilipczuk

Mark Pilipczuk

9 mins read
The M2-Bitcoin Relationship: What the Data Actually Shows

Global M2 has grown over 12% in the past year while Bitcoin has declined roughly 12%. We analyzed two decades of cross-asset data to determine whether this is a temporary dislocation or a structural regime change in how Bitcoin responds to monetary expansion.

Gabriel Selby
Gabriel Selby

Gabriel Selby

7 mins read
Hashi Brings Bitcoin-Backed Credit to Sui, Priced by CF Benchmarks

Hashi will unlock institutional Bitcoin participation at scale, bringing core financial services like credit origination and lending to a transparent, compliant environment on Sui using both Bitcoin and stablecoins as collateral.

Ken Odeluga
Ken Odeluga

Ken Odeluga

3 mins read