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Data Delays & Defensive Tilts

Our market recap offers a concise overview of key blockchain categories and their recent price action within the broader market context, providing valuable insights for investors and industry practitioners.

Gabriel Selby
Gabriel Selby

Gabriel Selby

4 mins read
CF Benchmarks Newsletter Issue 98

As the 2-year anniversary of the first US spot Bitcoin ETFs approaches, a huge wall of filings points to a surprising turn in 2026 • Research Primer: Bitcoin Capital Market Assumptions • Kraken lists LCAP Portfolio Perp

Ken Odeluga
Ken Odeluga

Ken Odeluga

9 mins read
What a Huge Wall of Filings Tells us about the Next Wave of US Crypto ETFs

A massive build-up of crypto ETF filings suggests issuers are pivoting away from the '33 Act framework towards more flexible '40 Act structures. We explain why.

Ken Odeluga
Ken Odeluga

Ken Odeluga

7 mins read