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  • 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
  • Evolve's Elliot Johnson on the second wave of North American crypto ETFs
    2025/07/01

    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.

    Join us to hear how Elliot navigates the unique opportunities and challenges of managing listed crypto investments in Canada.

    Just a few of many conversation highlights...

    • How professionals can bridge the gap in investors' understanding of staking ETFs
    • How Evolve operationalizes staking in Evolve Solana ETF
    • Elliot's crystal-clear breakdown of how XRP fixes the costly and inefficient cross-border payments system
    • Why Evolve Cryptocurrencies ETF (ETC) serves as an alternative rail for first-time digital asset investors

    Listen in now, and learn for tomorrow!

    DISCLAIMER

    Published July 1 2025.

    Evolve Funds Group Inc. is the investment fund manager and portfolio manager. All Evolve ETFs’ funds described herein is offered by Evolve Funds Group Inc., and distributed through authorized dealers. The information contained herein is a general description and is not intended to be specific investment advice or a recommendation or solicitation to buy, sell, stake or hold any crypto asset or engage in any specific strategy. You should not act or rely on the information contained herein without seeking the advice of an appropriate professional advisor. The information contained herein is intended for informational purposes as a summary only, does not constitute an offer to sell any securities or a legally binding obligation, it is qualified entirely by, and should be read in conjunction with, the more detailed information appearing in the prospectuses found on the Evolve Funds Group Inc website at evolveetfs.com. The unpredictable nature of the cryptoassets can lead to loss of funds. Leverage increases risk. Commissions, trailing commissions, management fees and expenses all may be associated with exchange traded funds (ETFs) and mutual funds. Please read the prospectus before investing. ETFs and mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain information contained herein is obtained from third parties. Evolve Funds Group Inc. believes such information to be accurate and reliable as of July 1 2025, however, we cannot guarantee that it is accurate or complete or current at all times. The information provided is subject to change without notice. Certain statements contained herein are forward-looking. Forward-looking statements (“FLS”) are statements that are predictive in nature, depend upon or refer to future events or conditions, or that include words such as “may,” “will,” “should,” “could,” “expect,” “anticipate,” “intend,” “plan,” “believe,” or “estimate,” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS. FLS are not guarantees of future performance and are by their nature based on numerous assumptions. Although the FLS contained herein are based upon what Evolve Funds Group Inc. and the portfolio manager believe to be reasonable assumptions, neither Evolve Funds Group Inc. nor the portfolio manager can assure that actual results will be consistent with these FLS. The reader is cautioned to consider the FLS carefully and not to place undue reliance on FLS. Unless required by applicable law, it is not undertaken, and specifically disclaimed that there is any intention or obligation to update or revise FLS, whether as a result of new information, future events or otherwise.

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    50 分
  • 3iQ's Pascal St-Jean on crypto's next institutional watershed: SOL staking, and beyond
    2025/06/04

    North America's true spot crypto ETF pioneers are Canadian!

    The first physical Bitcoin funds listed on Toronto's TSX in early-2021.

    Now, Canadian issuers are leading crypto's integration into mainstream markets again, with the region's first Solana ETFs - and - the first to incorporate staking.

    Among these, 3iQ's Solana Staking ETF (tickers: SOLQ.U. SOLQ) is gathering assets fastest to date, and the firm is also staging an exciting expansion into a broader range of digital asset investment products and services.

    So, for a timely overview on Canada's regulated crypto space, exclusive insights on how staking works in ETFs, plus pointers on what 3iQ's building right now, we're delighted to welcome their CEO, Pascal St-Jean, to the CFB Talks Digital Assets podcast.

    Join us for exclusive insider insights, including:

    * Why Solana staking ETFs were the next logical frontier

    * How 3iQ plans to leverage crypto native R&D to compliantly stake above 50%

    * How Canada's pragmatic regulatory regime makes XRP the obvious choice for the next crypto ETFs

    * A sneak peek at 3iQ's custom solutions for wealth and advisory channels, and cutting-edge institutional DeFi rails

    * Keep a close eye on Canada's pension and wealth allocators

    Don't sleep on Canada's influence on crypto's evolution - and don't sleep on this episode!

    Dive in now and stay ahead.

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    51 分
  • What's next for CME Group in crypto, after Bitcoin, Ether, Solana and XRP?
    2025/05/13

    With a notional $1 trillion-plus in CME Bitcoin and Ether futures settled by CF Benchmarks indices since their launch, our partnership is one of the most pivotal in crypto.

    Meanwhile, after the Solana futures debut in March, and with the launch of XRP futures coming next week, the leading derivatives marketplace continues to play a critical and growing role in the evolution of the digital asset class.

    It's why we're stoked to welcome Brian Burke, CFA, senior director overseeing crypto options at CME Group, as our extra special guest on the CFB Talks Digital Assets podcast!

    Join us for an exclusive look inside crypto's biggest regulated marketplace, where both institutional and retail participation are accelerating.

    A few of many enlightening talking points:

    • 'Crypto VIX' Futures? - With global market volatility in the news, how close are we to CME Bitcoin volatility futures?
    • Quicker Roadmap - how increasing regulatory clarity, rising market maturity, and falling information asymmetry are driving a faster cadence of crypto derivative launches - and what to expect next
    • Solana Surprise - SOL futures volumes and open interest are outpacing expectations: what's behind the momentum?
    • 'Proto Perps' imminent - With smaller contract sizes and super-long dated expiries, how upcoming Spot Quoted Futures (SQF) can fill the retail gap even more - and why institutional players are interested too

    Dive in now for a revealing conversation on the oldest derivatives venue's enduring place in the newest asset class!

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    32 分
  • FalconX's David Lawant on the Tariff Aftermath, and What to Watch in The Next 100 Days
    2025/04/30

    As markets contemplate what the next 100 days hold in store, we're stoked to have another dose of exclusive insights from FalconX's Head of Research, David Lawant, from his vantage point serving the biggest investors in the world. A small sample of topics you really don't want to miss:

    • Meet Bitcoin's decoupling from alts, with institutions playing a bigger role via ETF flows
    • One crucial difference between Bitcoin's 'tariff crash' and historical routs: volumes were 25%-50% lower this time
    • 'Goldification': how BTC's dollar-defensiveness and flattening implied volatility make it more and more of a safe haven
    • A surprise split between Solana client personas: did you know crypto native institutions trade more SOL than ETH?
    • 'Ethereum is Dead' vs. 'Ethereum's Just Getting Started' - a tactical bias in ETH trading post ETF options debut
    • CFTC-regulated 'perps' are coming - very probably! How markets are sleeping on the implications

    Get ready for whatever's next. Dive in now!

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    58 分
  • Macro Tension and Crypto Momentum: Inside the Q2 Market Outlook
    2025/04/09

    In this episode of CFB Talks Digital Assets, we break down CFB Research's Q2 2025 Market Outlook, “The New Equilibrium: Unraveling Economic Tension & Thematic Tailwinds."

    From stubborn inflation and global growth uncertainty to proactive regulatory shifts and strengthening structural themes, the quarter ahead is defined by both tension and opportunity. We explore how digital assets are being shaped by overlapping forces: macroeconomic crosscurrents, legislative momentum, and evolving investor preferences.

    Sample highlights ↓

    * The shift in US trade policy and what it means for the path of monetary policy

    * How pending legislation could set US issuers to dominate the stablecoin landscape

    * Ethereum’s Pectra upgrade and what it means for the network going forward

    *Why we anticipate the value factor to outperform going forward, and what CFB's factor model tells us about last quarter's move

    * Bitcoin’s correlation with global M2 and the potential for a liquidity-driven move in Q2

    If you’re looking to make sense of an investment landscape at a critical inflection point—this is your guide to the themes that matter.

    Recorded Friday April 4, 2025.

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    1 時間