『CFB Talks Digital Assets』のカバーアート

CFB Talks Digital Assets

CFB Talks Digital Assets

著者: CF Benchmarks
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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.

CF Benchmarks 2024
個人ファイナンス 経済学
エピソード
  • Bitwise's Rasmussen on the new SEC cliffhanger, Ethereum's renaissance, and BTC eyeing $1.3M by 2035
    2025/09/12

    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 their unique franchise as an established multinational institution, combined with an unmatched track record of crypto investment expertise, capped with a roster of in-demand voices recognized as authorities in the space.

    With institutional adoption again on the brink of a major inflection point, we're delighted to welcome one of those expert voices -- Head of Research, Ryan Rasmussen -- as our guest on the CFB Talks Digital Assets podcast!

    Listen in for Ryan's informed insights on critical regulatory unlocks waiting in the wings; as the SEC reviews staking, multi-asset ETPs, and a record volume of live crypto ETF filings.

    Just a small sample of multiple thought-provoking highlights:

    • How SEC approval of in-kind creation and redemption for crypto ETFs finally leveled the playing field, enabling benefits from operational, tax, and trading efficiencies to flow to investors, APs and issuers; providing another tailwind for adoption
    • Why other hotly anticipated regulatory decisions - e.g., multi-asset ETFs, and generic listing standards - seem to be taking so long
    • How advisors can move the narrative for individual investors and allocators beyond Bitcoin and Ether, to an understanding of why index/basket strategies are increasingly critical as crypto beta evolves
    • Showcasing Bitwise's groundbreaking 'Bitcoin Long-Term Capital Market Assumptions' report, as BTC graduates to an "institutional epoch", and potentially targets $1.3 million by 2035
    • Why Ethereum's 'renaissance' - huge price gains, record flows, and increasing network usage - are no surprise from the perspective that it's crypto's "operating system"; as use cases like stablecoins, DeFi, and tokenization, intensify

    Whether you're a newcomer or an OG, institutional allocator or individual account, this is yet another episode for anyone interested in digital assets who seeks expert crypto investment insights from the cutting edge.

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    47 分
  • John Todaro on Wall Street’s Crypto Embrace: IPOs, Treasuries & Regulatory Clarity
    2025/08/21

    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 promising regulatory certainty, the pace of institutional engagement is accelerating like never before. In this episode of CFB Talks Digital Assets, we’re joined by John Todaro, Managing Director of Crypto, HPC/AI Research at Needham & Co, for a wide-ranging conversation on the latest trends shaping the market in 2025. A few highlights from the discussion:

    • Why Needham chose to launch dedicated crypto coverage back in 2021 and what they’re tracking now
    • The red-hot crypto equity and IPO market: are valuations too hot, or is this simply the release of pent-up demand?
    • Inside the wave of corporate digital asset treasuries: from BTC and ETH adoption to systemic risks that could emerge
    • The Clarity Act: what the new regulatory framework means for institutional participation and M&A in the space

    For those watching the intersection of traditional finance and digital assets, this episode is essential listening. Join hosts Gabriel Selby, Mark Pilipczuk and Ken Odeluga as they unpack these topics with one of Wall Street’s leading crypto analysts.

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    49 分
  • Q3 2025 Outlook Special; 'Alpha in the Aftermath: Moving Beyond the 60/40'
    2025/07/22

    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 classic set-up for a significant pullback, maybe exacerbated by simmering inflation and questionable growth, combined with rising skepticism on earnings, amid lofty valuations.

    Still, considering Bitcoin's historical asymmetric risk-adjusted return profile, the outlook's almost certainly going to be more nuanced.

    That makes the CF Benchmarks Q3 outlook report an essential guide for what to watch in the current quarter and how to play it.

    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.

    A few highlights from the conversation:

    • The Fed's 'impossible' balancing act amid tariff uncertainty and the risk of cutting too late - not to mention prospects of a 'Shadow Fed Chair'
    • How cracks are showing in lengthening bond auction 'tails', hinting that vigilantes are again waiting in the wings
    • Bitcoin's place, alongside real estate, gold, and other assets, with the resumption of dollar debasement on the horizon
    • BTC's 'unique' edge amid the SAB121 repeal, paving the way for mass collateralization
    • How multi-asset portfolios are in focus ahead of the SEC's anticipated universal listing procedures for spot crypto ETFs - enabling institutional allocation in size
    • As tokenization switches from science fiction to science fact, with platform's like Kraken's xStocks, how the era of smart contract platforms has truly begun

    For informed insights on these points and more, from institutional practitioners across all asset classes, listen in now.

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    1 時間 6 分
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