Factor Friday - July 24, 2026
Beta's four-week grind higher stalled this week as style leadership rotated again: Momentum took the top spot, last week's leader Value fell to the bottom, and Growth stayed July's weakest factor. Size remains the only style factor positive on the year; beta, not style selection, is setting returns.
Mark Pilipczuk
Changes to the Token Market Price Benchmarks Series - Market Prices – 21 July 2026
The Administrator has confirmed changes to the Token Market Price Family for the period 14 July 2026 to 21 July 2026.
CF Benchmarks
Softer CPI Reprices July Hike Risk & Lifts Digital Assets
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
Notice of the Demising of CF Dai-Dollar Settlement Price and Spot Rate
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
Addition of the Tether Gold Settlement Price and Spot Rate to the CF Digital Asset Index Family
The Administrator announces the addition of the Tether Gold Settlement Price and Spot Rate to the CF Digital Asset Index Family - Single Asset Series.
CF Benchmarks
Factor Friday - July 17, 2026
The market rally slowed to +1.66% in its third week as leadership rotated toward quality: Value led at +0.93% and defensives rebounded, while last week's liquidity bid unwound in full to -1.82%. Growth remains July's weakest factor despite climbing off the weekly low.
Mark Pilipczuk
Changes to the Token Market Price Benchmarks Series - Market Prices – 14 July 2026
Changes to the Token Market Price Benchmarks Series - Market Prices – 14 July 2026
CF Benchmarks
Bitcoin ETF Outflow Streak Ends as BVX Falls to a 12-Month Low
Digital assets traded mixed over the week: ETF inflows returned and the mega caps carried our headline indices, while high-beta names and diversified breadth lagged. DeFi led the themes, meme coins absorbed a governance attack, implied volatility kept compressing.
Gabriel Selby
Factor Friday - July 10, 2026
The relief rally extended for a second week with Market +2.27%, but the real story is risk appetite: Liquidity led styles at +1.51% as thinner, less liquid names caught a bid. Value paused at -0.79% yet still leads over four weeks. Defensive tilts kept unwinding into the bounce.
Mark Pilipczuk
2026 Mid-Year Market Outlook
Iran risk, regulatory policy, Bitcoin rebalancing, tokenization, and protocol revenue are reshaping the outlook. Growth is narrowing, but regulatory progress and productive on-chain activity create offsets. Dispersion, not broad beta, should define the next year.
Gabriel Selby
Changes to the Token Market Price Benchmarks Series - Market Prices – 07 July 2026
The Administrator has confirmed changes to the Token Market Price Family for the period 30 June 2026 to 07 July 2026.
CF Benchmarks
Bitcoin-Led Drawdown Moves the Market Lower
The CF Free-Float Broad Cap Index fell 18.29% in June as a Bitcoin-led drawdown overwhelmed a thinning tape. Record ETF outflows, a rare Strategy sale, and a delayed Ethereum upgrade left Settlement assets supplying nearly the entire loss, with diversification offering little cover across the suite.
Mark Pilipczuk
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