CFB Talks Digital Assets

CF Benchmarks
CFB Talks Digital Assets

CFB Talks Digital Assets is the home of informed conversation about crypto from CF Benchmarks. We are the first and leading digital asset index provider, authorized and regulated by the UK FCA. Respected and innovative financial institutions use our indices and reference rates to power regulated financial instruments, like listed derivatives, investment funds and structured products. Join CF Benchmarks’ Head of Content, Ken Odeluga, Head of Research, Gabe Selby, CFA and Research Analyst, Mark Pilipczuk, as they talk with some of the most accomplished and influential figures in finance, about everything affecting digital assets — crypto protocols, markets, fund flows, on-chain metrics, macroeconomics and more.

  1. 10 JAN

    Market-Making AI Agents and the New Crypto ETF Regime: Welcome to 2025!

    Recorded 7 January 2025. Digital assets have a high bar to beat in 2025, after a stonking 2024! But with a new pro-crypto US administration waiting in the wings, this year promises to be just as consequential. Markets-wise, January is off to a less than sure-footed start. As CF Benchmarks Head of Research Gabe Selby, CFA, and Research Analyst, Mark Pilipczuk point out in our first podcast of 2025, it’s a follow-on from the ’Santa Rally’s no-show in December. That was after one of the strongest returns for years by our mega cap basket, the Ultra Cap 5, though. And, with alts underperforming overall, catch-up trades could be on the table. But which ones? Join Gabe and Mark, with Head of Content, Ken Odeluga, as they tally up crypto’s seismic 2024, and surface everything to watch going into another critical year. Top themes: AI agents: With some already earning above the median US wage, find out how they could soon be market-making, operating cross-chain liquidity, and even making agent-to-agent transactions. What could possibly go wrong!Ether fund flows punched above their weight relative to the ETH/BTC ratio into year-end, but ETH AuM still doesn’t reflect that pair’s joint market cap weight. Does Dec’s $2B ETH inflow mean the catch-up is on?Regulatory transition: How likely are we to see Solana and XRP ETFs, before we see SOL and XRP DCMs? Which filings have the highest chance of near-term approval?How to gauge when our research team’s call for RIA crypto ETF holdings to breach 50% of the total is in sightAll in, it’s time once again to grab your preferred beverage, sit down, and soak up the latest insights from our true institutional insiders.

    48 min
  2. 24/12/2024

    Bond Vigilantes, AI Agents and The Stablecoin Takeover - CFB 2025 Outlook Special

    Recorded 19 December 2024. The final CF Benchmarks podcast episode of the year is the perfect companion for exploration of our research team’s 2025 Market Outlook Report, which is picking up a lot of well-deserved media attention right now! Join Head of Research Gabe Selby, CFA, and Research Analyst Mark Pilipczuk, as they unpack the highlights with Head of Content, Ken Odeluga. Get our analysts’ reaction to the Fed’s ‘hawkish pivot’ last week, which upended policy expectations and triggered a big volatility spike. How much has the rate outlook really changed? And what are the implications for markets?The Bond Vigilantes are back! How will the Fed react as these influential participants flex their muscles?As for crypto in 2025 - we’re set for another exciting year. Listen in as our research team breaks out the highest-probability themes:Implications of a huge ramp up in blockchain scalability, with transactions per second starting to outpace legacy infrastructure speedsHow the TradFi-crypto convergence could be fuelled by a 50% surge in stablecoin growth to $300 billion by end 2025Meet your new crypto AI AgentWhy RIAs are set to take over as the dominant holders of crypto ETFs from hedge fundsThe Regulatory Reset - key bills to watch in 2025: The Bitcoin Act, FIT21, Loomis - Gillibrand, and others * Clarification of comments on net fund flows (27:40): “$37 billion” refers only to total flows into BlackRock’s iShares Bitcoin Trust ETF. For precision, BlackRock’s IBIT achieved nearly $53 billion in AuM within 11 months post-launch. As of December 2024, total U.S. spot Bitcoin ETF AuM was around $105 billion.

    1h 13m
  3. 13/12/2024

    Bitcoin hits $100k, altcoins surge, and Gensler quits - Get CFB’s Q4 review

    Recorded 10 December 2024. After one of the most consequential crypto quarters for years, join CF Benchmarks' Head of Research Gabe Selby, CFA, and Research Analyst Mark Pilipczuk on the latest CFB Talks Digital Assets podcast, as they talk through the major global market, on-chain, macro and blockchain economic drivers spotlighted in their Q4 Quarterly Attribution Report! Start with an informed recap, including Bitcoin's $100,000 milestone, propelled by a heady mix of rate cuts and a regulatory re-rating after Trump's election win; plus record ETF inflowsTake a 3D look inside the Fed's policy pivot: yes, softening yields and easing financial conditions are bullish, but hear why persistent inflation and an ambitious incoming fiscal agenda could bring fewer cuts, or even a pause, sooner than expectedDig into standout gainers like Ripple's XRP and Cardano's ADA, which surged 378.86% and 266.08% respectively. Learn why our CF Digital Culture Index rocketed 103.62%, while our CF Blockchain Infrastructure Index 'only' surged 82.34%Understand why DeFi protocols like Uniswap and AAVE could turn out to be 'canaries in the coal mine' for whether 'regulatory optimism' is over, or under-shootingPlus, after the first truly meaningful Bitcoin basis expansion for years and potential emergence of a consistent ETH basis, where sophisticated participants are likely to position nextFor investors of all kinds, there are few better ways to make sense of what was an exciting yet complex quarter than to follow along with our two expert insiders. Grab a coffee and dive into the show now!

    1h 3m

About

CFB Talks Digital Assets is the home of informed conversation about crypto from CF Benchmarks. We are the first and leading digital asset index provider, authorized and regulated by the UK FCA. Respected and innovative financial institutions use our indices and reference rates to power regulated financial instruments, like listed derivatives, investment funds and structured products. Join CF Benchmarks’ Head of Content, Ken Odeluga, Head of Research, Gabe Selby, CFA and Research Analyst, Mark Pilipczuk, as they talk with some of the most accomplished and influential figures in finance, about everything affecting digital assets — crypto protocols, markets, fund flows, on-chain metrics, macroeconomics and more.

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