Our Read on Inflation, Clarity's Odds of Passage & DeFi's Revenue Era

CFB Talks Digital Assets · Aug 13, 2026 · 1h 1m

In this CF Benchmarks live X Space, recorded August 13, 2026, Head of Research Gabe Selby is joined by Research Analyst Mark Pilipczuk and Kraken Chief Economist Thomas Perfumo for a roundtable covering markets, macro, and Fed policy, with a surprise appearance from Bitwise Research Analyst Ishmael Asad.

Chapters:00:00 – Intro & Team Welcome

02:46 – Strategy's STRC Preferred: Racing Back to Par

08:02 – ETH Treasury Preferreds, Issuance & the EIP That Could Lower Staking Rewards

11:35 – July CPI: A Setup for a Fed Pause?

16:43 – Bitcoin vs. Stocks vs. Gold: Who Wins on CPI Surprises?

19:52 –…