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The Debasement Trade Returns, AI Rotation Takes Shape, and CFB Launches the GPU Rental Index
In this CF Benchmarks live X Space, recorded August 27, 2026, Head of Research Gabe Selby, CFA is joined by Kraken Chief Economist Thomas Perfumo, CFA, Senior Product Manager Cristian Isac and Research Analyst Mark Pilipczuk, along with two guests: David Lawant, Head of Research at Anchorage Digital, and Pascal Hügli, Crypto Investment Manager at Maerki Baumann and author of the Less Noise, More Signal Substack.
The debasement trade is back. Treasury Secretary Scott Bessent doubled the size of the long end buyback program on August 19, Bitcoin led the response and gold barely moved. The panel…
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