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

CFB Talks Digital Assets · Apr 7, 2026 · 56m

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 Pilipczuk, Kraken's Chief Economist Thomas Perfumo, CFA and Senior Product Manager Cristian Isac for a wide-ranging markets discussion. The team unpacks Bitcoin's surprising resilience during Operation Epic Fury, why traditional safe havens like Treasuries failed to protect portfolios, and what the Fed's paralysis between inflation and a weakening labor market means for rate…