Shows / CFB Talks Digital Assets
CFB Talks Digital Assets
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…
Episodes
CFB Talks Digital AssetsOur Reaction to the FOMC, the Rates Market & the CFB Oracle Goes Live
In this week’s CF Benchmarks live X Space, recorded October 29, 2026, Head of Research Gabe Selby is joined by Kraken Chief Economist Thomas Perfumo, Research…
CFB Talks Digital AssetsPayward's Ben Gray on GENIUS Rules & Regulation After Clarity
In this week’s CF Benchmarks live X Space, recorded October 22, 2026, Head of Research Gabe Selby, CFA is joined by Kraken Chief Economist Thomas Perfumo, CFA…
CFB Talks Digital AssetsStablecoin Banking, Hot CPI, and The October FOMC Meeting
In the latest CF Benchmarks live X Space, recorded October 15, 2026, Head of Research Gabe Selby is joined by Kraken Chief Economist Thomas Perfumo and…
CFB Talks Digital AssetsCrypto Correction, Rising Yields, and Q3 Earnings Season
In the latest CF Benchmarks live X Space, recorded October 8, 2026, Head of Research Gabe Selby, CFA, is joined by Research Analyst Mark Pilipczuk and Kraken…
CFB Talks Digital AssetsBond Vigilantes, Innovation Exemptions, & Fee Switches: Inside the CFB Q4 Outlook
In this week's CF Benchmarks live X Space, recorded October 1, 2026, Head of Research Gabe Selby, CFA is joined by Research Analyst Mark Pilipczuk and Kraken's…
CFB Talks Digital AssetsThe Bitcoin Bottom Explained
In the latest CF Benchmarks live X Space, recorded September 24, 2026, Head of Research Gabe Selby, CFA and Research Analyst Mark Pilipczuk are joined by…
CFB Talks Digital AssetsBitcoin's Breakout, The Fed's September Decision, & The New CME CF Indices
In a CF Benchmarks live X Space, recorded September 3, 2026, Head of Research Gabe Selby is joined by Research Analyst Mark Pilipczuk, Kraken Chief Economist…
CFB Talks Digital AssetsThe 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…
CFB Talks Digital AssetsNew on CME: CFB's Basket Indices, the Bessent Put, and Our Jackson Hole Preview
In this week's CF Benchmarks live X Space, recorded August 20, 2026, Head of Research Gabe Selby is joined by Research Analyst Mark Pilipczuk and Kraken Chief…
CFB Talks Digital AssetsOur Read on Inflation, Clarity's Odds of Passage & DeFi's Revenue Era
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…
CFB Talks Digital AssetsSigns of a Bitcoin Bottom, Vault Adoption & The Fed's September Meeting
Has Bitcoin bottomed and what could determine its next move? Recorded live on August 6, 2026, this episode of CF Benchmarks X Space examines Bitcoin’s…
CFB Talks Digital AssetsPost-FOMC Debrief, Treasury Companies Under Pressure & CLARITY Stalls Again
In the latest CF Benchmarks live X Space, recorded July 30 2026, Head of Research Gabe Selby, CFA is joined by Research Analyst Mark Pilipczuk, Kraken Chief…
CFB Talks Digital AssetsCross-Asset Volatility at the Lows, the AI CapEx Reckoning & the Latest Text For CLARITY
Could oil be the catalyst that wakes cross-asset volatility? In this CF Benchmarks X Space, recorded on July 23, 2026, CF Benchmarks Head of Research Gabe…
CFB Talks Digital AssetsCooling Inflation, Q2 Earnings & Strategy's Balance Sheet
In this week's CFB Talks Digital Assets live X Space, Head of Research Gabe Selby, CFA is joined by Research Analyst Mark Pilipczuk and Kraken Chief Economist…
CFB Talks Digital AssetsxStocks’ Val Gui: Why Tokenized Equities Are Changing Markets Faster Than Most Investors Realize
In this week’s CF Benchmarks Live X Space, Head of Research Gabe Selby is joined by Research Analyst Mark Pilipczuk, Kraken Chief Economist Thomas Perfumo, CF…
CFB Talks Digital AssetsThe Reflexivity Problem: MSTR Stress, ETF Outflows & Why the Bull Case Still Holds
In the latest CF Benchmarks live X Space, recorded June 25, 2026, Head of Research Gabe Selby is joined by a deep bench from across CF Benchmarks and Kraken…
CFB Talks Digital AssetsWarsh's Fed Debut, Bitcoin Covered-Call Strategies & Stretch's Dislocation
Recorded June 18, 2026. In the latest CF Benchmarks live X Space, Head of Research Gabe Selby is joined by Kraken Chief Economist Thomas Perfumo, CF Benchmarks…
CFB Talks Digital AssetsInflation Prints, Hyperliquid's Rise & the SpaceX IPO
In the latest CF Benchmarks live X Space, recorded June 11, 2026, Head of Research Gabe Selby, CFA is joined by Research Analyst Mark Pilipczuk, Kraken Chief…
CFB Talks Digital AssetsRate-Hike Fears, AI's Pull on Miners & Crypto's Capitulation
This episode was recorded live via X Spaces - audio quality varies in places. Recorded June 4, 2026, the latest CF Benchmarks live X Space finds Head of…
CFB Talks Digital AssetsCPI Upends Rate Reckoning, CME BTC Vol. Futures Go Live in June, CLARITY Markup Moves Forward
This episode was recorded live via X Spaces - audio quality varies in places. In this week's CF Benchmarks live X Space, recorded May 14, 2026, the team…
CFB Talks Digital AssetsSaylor's Pivot, NFP Heat & the Clarity Countdown: Crypto's Cross-Currents
This episode was recorded live via X Spaces - audio quality varies in places. In the fourth CF Benchmarks live X Space, recorded Friday May 8, 2026, Head of…
CFB Talks Digital AssetsCrypto vs. Fractured Fed: Warsh Incoming, Powell Stays, Plus Morgan Stanley and Goldman BTC ETFs
This episode was recorded live via X Spaces — audio quality varies in places. In the third CF Benchmarks live X Space, recorded April 30, 2026, Head of Content…
- CFB Talks Digital Assets
BlackRock's Matt Kunke on the Launch of ETHB and Staking ETF Mechanics
In around four weeks after its listing, BlackRock's iShares Staked Ethereum Trust ETF (ETHB) had gathered roughly $450M in assets — which BlackRock itself…
CFB Talks Digital AssetsWarsh, Weekend Trading & the $300M Hack: Crypto's Inflection Points
Recorded April 23, 2026. This episode was recorded live via X Spaces - audio quality varies in places. In the second CF Benchmarks live X Space, Head of…
CFB Talks Digital AssetsWar, Rates & Resilience: Making Sense of Bitcoin in a Crisis
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…
- CFB Talks Digital Assets
xStocks: Inside Kraken's Tokenized Equities Revolution
Kraken’s xStocks are nothing short of a global phenomenon - with total transaction volumes reaching $25 billion in just 8 months. The more important question…
- CFB Talks Digital Assets
Monochrome's Jeff Yew and Grayson McLeod on What Makes a True Spot Crypto ETF, Asia Expansion & More
We're delighted to welcome Monochrome Asset Management back to the CFB Talks Digital Assets podcast. Monochrome is Australia's only asset manager licensed for…
- CFB Talks Digital Assets
Bitwise’s Juan Leon on the 2026 crypto playbook: allocator adoption, regulatory catalysts, and product innovation
The macro canvas for 2026 is shifting, and crypto may be setting up for a broader, more durable “risk-on” regime, but not in a straight line. In CF Benchmarks’…
- CFB Talks Digital Assets
Reserve's Thomas Mattimore on how DTFs are revolutionizing crypto and Real-World Asset Tokenization
Reserve Protocol, the largest Decentralized Token Folio (DTF) platform, recently deployed the first regulated multi-asset crypto benchmark as a DTF - LCAP -…
- CFB Talks Digital Assets
How MicroBit Capital created one of Hong Kong's fastest-growing Bitcoin ETFs, with CIO Kenny Khuong
Hong Kong’s listed digital asset product market has been on a steady path of growth since the first spot crypto ETFs were launched there around 18 months ago…
CFB Talks Digital Assets21Shares’ Federico Brokate on Staking, Solana, and how to win in the coming altcoin ETF flood
A lot of the excitement following approval of Generic Listing Standards centers on anticipation that specialist crypto ETF firms which have carved out a niche…
- CFB Talks Digital Assets
Bitwise's Rasmussen on the new SEC cliffhanger, Ethereum's renaissance, and BTC eyeing $1.3M by 2035
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…
- CFB Talks Digital Assets
John Todaro on Wall Street’s Crypto Embrace: IPOs, Treasuries & Regulatory Clarity
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…
- CFB Talks Digital Assets
Q3 2025 Outlook Special; 'Alpha in the Aftermath: Moving Beyond the 60/40'
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…
- CFB Talks Digital Assets
Evolve's Elliot Johnson on the second wave of North American crypto ETFs
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…
- CFB Talks Digital Assets
3iQ's Pascal St-Jean on crypto's next institutional watershed: SOL staking, and beyond
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…
- CFB Talks Digital Assets
What's next for CME Group in crypto, after Bitcoin, Ether, Solana and XRP?
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…
- CFB Talks Digital Assets
FalconX's David Lawant on the Tariff Aftermath, and What to Watch in The Next 100 Days
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…
- CFB Talks Digital Assets
Macro Tension and Crypto Momentum: Inside the Q2 Market Outlook
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…
- CFB Talks Digital Assets
Matt Hougan on Bitcoin’s New Bull, Strategic Reserves, and 60/30/10 portfolios
We’re delighted to welcome one of the most esteemed and authoritative institutional crypto practitioners back to the CFB Talks Digital Assets podcast - Matt…
- CFB Talks Digital Assets
Executive Orders & Market Disorders - Q1 2025 Market Review
Recorded March 11, 2025. Time for the Q1 market review edition of our CFB Talks Digital Assets podcast - where the CF Benchmarks research team, Gabe Selby and…
- CFB Talks Digital Assets
Bitcoin and Ether made EZPZ with Franklin’s Roger Bayston and David Mann
Following Franklin Templeton’s recent launch of Franklin Crypto ETF, ticker EZPZ, the asset management giant now has three digital asset ETPs in its roster…
- CFB Talks Digital Assets
Ink Founder Andrew Koller on Memes, tokenized RWAs, and Ethereum's approach to scaling
One of Ethereum’s newest and most exciting Layer-2s is of course Ink, unleashed by Kraken on the Optimism Superchain in December - so we’re thrilled to welcome…
- CFB Talks Digital Assets
Crypto’s Attorney: Marco Santori on De-Banking, a Crypto Strategic Reserve, and CFTC rumors
Recorded 29 January 2025. We’re beyond stoked to welcome Marco Santori as our guest on the CFB Talks Digital Assets podcast. Marco was Kraken’s Chief Legal…
- CFB Talks Digital Assets
Goodbye to ‘Random Walks’: How CF Benchmarks built a robust Factor Model for Digital Assets
Recorded 17 January 2025. The potential for factor-based investing to one day be applied to digital assets, has long been a tantalizing prospect. But it’s not…
- CFB Talks Digital Assets
Market-Making AI Agents and the New Crypto ETF Regime: Welcome to 2025!
Recorded 7 January 2025. Digital assets have a high bar to beat in 2025, after a stonking 2024! But with a new pro-crypto US administration waiting in the…
- CFB Talks Digital Assets
Bond Vigilantes, AI Agents and The Stablecoin Takeover - CFB 2025 Outlook Special
Recorded 19 December 2024. The final CF Benchmarks podcast episode of the year is the perfect companion for exploration of our research team’s 2025 Market…
- CFB Talks Digital Assets
Bitcoin hits $100k, altcoins surge, and Gensler quits - Get CFB’s Q4 review
Recorded 10 December 2024. After one of the most consequential crypto quarters for years, join CF Benchmarks' Head of Research Gabe Selby, CFA, and Research…
- CFB Talks Digital Assets
Bitcoin ETF Options are here! Featuring FalconX’s David Lawant and Nello Cafcules
Recorded 26 November 2024. As crypto’s banner year draws to a close, we’re stoked to welcome two of the most insightful experts in the capital markets space to…
- CFB Talks Digital Assets
CF Benchmarks’ Q4 Market Outlook as the Trump 2.0 Era begins
Recorded 18 October 2024. CF Benchmarks’ recently launched quarterly market outlook series is on tap for an extra special episode of the CFB Talks Digital…
- CFB Talks Digital Assets
Inside 3 Comma Capital's Global Crypto Fund, with Managing Partner, Nuno Serafim
Recorded July 26, 2024. For the latest episode of CFB Talks Digital Assets we sat down with Nuno Serafim, Managing Partner at Lisbon-based 3 Comma Capital, who…
- CFB Talks Digital Assets
The Ether investment case, and what ETF approval says about regulatory changes, with Sui Chung
Spot Ether ETFs are finally here! Just like for Bitcoin ETFs though, the path to approval has been full of suspense and drama. Whether it was SEC chair Gary…
- CFB Talks Digital Assets
Why our CF Bitcoin Volatility Index is the Missing Link for Institutional Crypto Risk Management and Trading, with Head of Product, Thomas Erdösi
Recorded 20 June 2024. With Bitcoin’s realised volatility still regularly touching 50%, the multibillion dollar launch of US spot Bitcoin ETFs this year…
- CFB Talks Digital Assets
June 2024 QARs: A Balancing Act of Industry Milestones and Macro Headwinds
Recorded 13 June 2024. 2024 is already crystallised as one of the most consequential years ever for digital asset adoption, but unfortunately, the recent…
- CFB Talks Digital Assets
Monochrome's Grayson McLeod on Australia’s first direct access Bitcoin ETF
Recorded May 22, 2024. One of our earliest and longest-standing clients, Monochrome, today forged another major step for institutional digital asset adoption…
- CFB Talks Digital Assets
We launched it here first! Europe’s long-established crypto ETP market, with ETC Group’s Chanchal Samadder
Recorded April 30, 2024. With so much mainstream attention on the launch of digital asset funds on US exchanges, it’s easy to overlook the fact regulated spot…
- CFB Talks Digital Assets
Crypto's Hidden Giants; FalconX's David Lawant on the Institutions Shaping the Market
Recorded March 27, 2024. The CFB TDA crew hosts David Lawant, Head of Research at FalconX, a leading institutional digital asset prime brokerage that provides…
- CFB Talks Digital Assets
March 2024 QARs; Spot Bitcoin ETFs Awaken Animal Spirits as Fed Policy Shift Looms
Recorded 15 March 2024. Digital asset markets just saw one their best quarters since the end of ‘Crypto Winter’ - and you guessed it, the unprecedented influx…
- CFB Talks Digital Assets
Lifting the lid on multibillion dollar crypto ETFs, with Bloomberg Intelligence Analyst James Seyffart
Recorded March 1, 2024. Political intrigue at the SEC, the fastest-growing ETFs in history, and what chance of a spot Ether ETF by this summer? Exclusive…
- CFB Talks Digital Assets
Q4’23 Attribution Episode: Unpacking the most recent rebalance period with Ken and Gabe
Recorded 21 December 2023. It’s time for another episode of CFB Talks Digital Assets and this time we’re featuring our latest Quarterly Attribution Report…