Weekly Index Highlights, August 4, 2025
Last week, markets broadly declined: Large and Broad Cap indices fell 5.50% and 5.72%. High-beta themes tumbled— the CF Digital Culture Composite dropped 13.58% and the CF DeFi Composite slid 12.51%. Solana (–14.50%) and Avalanche (–19.55%) lagged, while Bitcoin was most resilient (–3.71%).
CF Benchmarks
Regulatory Wins Fuel Broad-Based Rally
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
Q3 2025 Market Outlook: Alpha in the Aftermath
This Research Bytes episode offers a top-level summary of CF Benchmarks’ Q3 2025 Market Outlook report. From multi-token ETFs to corporate treasuries stacking digital assets, discover what’s reshaping investment strategy in today’s evolving macro landscape.
CF Benchmarks
Weekly Index Highlights, July 28, 2025
Ether is up 14.30% YTD despite a 0.67% weekly dip. Diversified benchmarks fell ~4%, trimming gains. Free-float indexes dropped ~1.9%, signaling small-cap caution. Bitcoin implied volatility rose 2.84% while realized volatility declined.
CF Benchmarks
CF Benchmarks Newsletter Issue 87
Over the last several weeks, Ethereum has been having a moment, and analysts suggest it could continue.
Ken Odeluga
CFB Talks Digital Assets Episode 47: Q3 2025 Outlook Special - 'Alpha in the Aftermath: Moving Beyond the 60/40'
Join Head of Research, Gabe Selby, CFA, and Research Analyst Mark Pilipczuk, as they talk through their report: 'Alpha in the Aftermath: Moving Beyond the 60/40', on the latest episode of CFB Talks Digital Assets!
Ken Odeluga
Weekly Index Highlights, July 21, 2025
ETH is up YTD after a 23% rally. Broad Cap and Large Cap indexes rose nearly 9%, beating roughly 3% gains in free-float versions. Bitcoin volatility fell, but elevated long-dated call premia suggest ongoing directional risk-taking.
CF Benchmarks
CF Benchmarks Newsletter Issue 86
The REX-Osprey Solana + Staking ETF (ticker: SSK) won double first-mover status as the first U.S.-listed spot Solana ETF, as well as the first U.S. ETF that enables investors to earn staking rewards.
Ken Odeluga
CFB Talks Digital Assets Episode 46: Evolve's Elliot Johnson on the second wave of North American crypto ETFs
The recent debut of Evolve's XRP ETF (XRP), and Evolve Solana ETF (SOLA), show the firm remains at the cutting edge. Forward-thinking investment management has been key, and that's been consistently supplied by Evolve's CIO, Elliot Johnson.
Ken Odeluga
Pando’s CF Benchmarks-powered Bitcoin ETF debuts in Hong Kong
Pando Bitcoin ETF investors are assured of optimal digital asset investment management expertise, as Pando Finance leverages its track record in Web3 innovation and venture capital to enable best-in-class crypto market execution.
CF Benchmarks
Value and Momentum Outperform in Q2 Rally
The CF Benchmarks' Factor Report applies a robust multi-factor model to digital assets, enabling investors to track key drivers of crypto returns (Market, Size, Value, Momentum, Growth, Downside Beta, and Liquidity) and understand how these factors evolve across different market regimes.
Gabriel Selby
Weekly Index Highlights, July 14, 2025
Crypto's winning streak has extended, with diversified-weight Broad Cap and Large Cap benchmarks up nearly 15%; outpacing ~12% gains by free-float counterparts. ADA and XRP both rose over 20%. Staking yields ticked up, led by SOL's +1%. BTC's realized volatility spiked despite muted implied vol.
CF Benchmarks