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CFB Talks Digital Assets

Business

CFB Talks Digital Assets

CF Benchmarks

The Reflexivity Problem: MSTR Stress, ETF Outflows & Why the Bull Case Still Holds

June 25, 2026 12:49pm 54 min

In the latest CF Benchmarks live X Space, recorded June 25, 2026, Head of Research Gabe Selby is joined by a deep bench from across CF Benchmarks and Kraken: CEO Sui Chung, Head of Sales Peter Stern, Research Analyst Mar...

Warsh's Fed Debut, Bitcoin Covered-Call Strategies & Stretch's Dislocation

June 18, 2026 12:36pm 1:01

Recorded June 18, 2026.In the latest CF Benchmarks live X Space, Head of Research Gabe Selby is joined by Kraken Chief Economist Thomas Perfumo, CF Benchmarks Research Analyst Mark Pilipczuk, and CF Benchmarks Head of Bu...

Inflation Prints, Hyperliquid's Rise & the SpaceX IPO

June 11, 2026 1:00pm 59 min

In the latest CF Benchmarks live X Space, recorded June 11, 2026, Head of Research Gabe Selby, CFA is joined by Research Analyst Mark Pilipczuk, Kraken Chief Economist Thomas Perfumo, CFA, and CF Benchmarks CEO Sui Chung...

Rate-Hike Fears, AI's Pull on Miners & Crypto's Capitulation

June 05, 2026 9:26am 55 min

This episode was recorded live via X Spaces - audio quality varies in places.Recorded June 4, 2026, the latest CF Benchmarks live X Space finds Head of Research Gabe Selby, CFA joined by Research Analyst Mark Pilipczuk, ...

CPI Upends Rate Reckoning, CME BTC Vol. Futures Go Live in June, CLARITY Markup Moves Forward

May 15, 2026 6:47am 57 min

This episode was recorded live via X Spaces - audio quality varies in places.In this week's CF Benchmarks live X Space, recorded May 14, 2026, the team unpacks a packed week for macro, policy and market structure: a hot ...

Saylor's Pivot, NFP Heat & the Clarity Countdown: Crypto's Cross-Currents

May 11, 2026 6:50am 1:06

This episode was recorded live via X Spaces - audio quality varies in places.In the fourth CF Benchmarks live X Space, recorded Friday May 8, 2026, Head of Content Ken Odeluga is joined by Head of Research Gabe Selby, CF...

Crypto vs. Fractured Fed: Warsh Incoming, Powell Stays, Plus Morgan Stanley and Goldman BTC ETFs

May 01, 2026 9:49am 1:02

This episode was recorded live via X Spaces — audio quality varies in places. In the third CF Benchmarks live X Space, recorded April 30, 2026, Head of Content Ken Odeluga is joined by Kraken Chief Economist Thomas Perfu...

BlackRock's Matt Kunke on the Launch of ETHB and Staking ETF Mechanics

April 28, 2026 1:55pm 40 min

In around four weeks after its listing, BlackRock's iShares Staked Ethereum Trust ETF (ETHB) had gathered roughly $450M in assets — which BlackRock itself calls a "top-quintile" launch.We're stoked to welcome Matt Kunke,...

Warsh, Weekend Trading & the $300M Hack: Crypto's Inflection Points

April 24, 2026 5:39am 53 min

Recorded April 23, 2026. This episode was recorded live via X Spaces - audio quality varies in places.In the second CF Benchmarks live X Space, Head of Research Gabe Selby is joined by Kraken Chief Economist Thomas Perfu...

War, Rates & Resilience: Making Sense of Bitcoin in a Crisis

April 07, 2026 2:29pm 56 min

This episode was recorded live via X Spaces - audio quality varies in places.In the inaugural CF Benchmarks live X Space, recorded April 1 2026, Head of Research Gabe Selby, CFA is joined by Research Analyst Mark Pilipcz...

xStocks: Inside Kraken's Tokenized Equities Revolution

March 27, 2026 12:31pm 39 min

Kraken’s xStocks are nothing short of a global phenomenon - with total transaction volumes reaching $25 billion in just 8 months.The more important question is what that growth says about the future of market structure.O...

Monochrome's Jeff Yew and Grayson McLeod on What Makes a True Spot Crypto ETF, Asia Expansion & More

February 12, 2026 8:10am 54 min

We're delighted to welcome Monochrome Asset Management back to the CFB Talks Digital Assets podcast. Monochrome is Australia's only asset manager licensed for direct retail crypto custody. Consequently, its crypto ETFs a...

Bitwise’s Juan Leon on the 2026 crypto playbook: allocator adoption, regulatory catalysts, and product innovation

January 26, 2026 10:05am 51 min

The macro canvas for 2026 is shifting, and crypto may be setting up for a broader, more durable “risk-on” regime, but not in a straight line. In CF Benchmarks’ 2026 outlook, “Risk-On Reloaded,” the base case is disinflat...

Reserve's Thomas Mattimore on how DTFs are revolutionizing crypto and Real-World Asset Tokenization

November 21, 2025 10:23am 44 min

Reserve Protocol, the largest Decentralized Token Folio (DTF) platform, recently deployed the first regulated multi-asset crypto benchmark as a DTF - LCAP - based on CF Benchmarks' CF Large Cap index.Index DTFs follow th...

How MicroBit Capital created one of Hong Kong's fastest-growing Bitcoin ETFs, with CIO Kenny Khuong

November 06, 2025 6:05am 42 min

Hong Kong’s listed digital asset product market has been on a steady path of growth since the first spot crypto ETFs were launched there around 18 months ago, but one asset manager, stands out: MicroBit Capital Managemen...

21Shares’ Federico Brokate on Staking, Solana, and how to win in the coming altcoin ETF flood

October 08, 2025 12:16pm 37 min

A lot of the excitement following approval of Generic Listing Standards centers on anticipation that specialist crypto ETF firms which have carved out a niche managing altcoin funds, now have an edge.Among these, 21Share...

Bitwise's Rasmussen on the new SEC cliffhanger, Ethereum's renaissance, and BTC eyeing $1.3M by 2035

September 12, 2025 4:26am 47 min

From a standing start less than a decade ago, Bitwise Asset Management, one of just a handful of US-based digital asset-focused investment firms, recently reached the milestone of $15 billion in AuM. It's a testament to ...

John Todaro on Wall Street’s Crypto Embrace: IPOs, Treasuries & Regulatory Clarity

August 21, 2025 4:04pm 48 min

The digital asset industry is growing at breakneck speed. A surge in crypto IPOs, the rise of corporate digital asset treasuries, and an expanding pipeline of deals are reshaping the market. Now, with the Clarity Act pro...

Q3 2025 Outlook Special; 'Alpha in the Aftermath: Moving Beyond the 60/40'

July 22, 2025 1:07pm 1:05

Recorded July 15, 2025. We're just past the half way mark of one of the most geopolitically and politically volatile years for decades - yet key digital assets are continuing to set new highs. On the face of it, it's a c...

Evolve's Elliot Johnson on the second wave of North American crypto ETFs

July 01, 2025 7:46am 50 min

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 C...

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