CFB Talks Digital Assets cover art

All Episodes

CFB Talks Digital Assets — 65 episodes

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Title
1

The Reflexivity Problem: MSTR Stress, ETF Outflows & Why the Bull Case Still Holds

2

Warsh's Fed Debut, Bitcoin Covered-Call Strategies & Stretch's Dislocation

3

Inflation Prints, Hyperliquid's Rise & the SpaceX IPO

4

Rate-Hike Fears, AI's Pull on Miners & Crypto's Capitulation

5

CPI Upends Rate Reckoning, CME BTC Vol. Futures Go Live in June, CLARITY Markup Moves Forward

6

Saylor's Pivot, NFP Heat & the Clarity Countdown: Crypto's Cross-Currents

7

Crypto vs. Fractured Fed: Warsh Incoming, Powell Stays, Plus Morgan Stanley and Goldman BTC ETFs

8

BlackRock's Matt Kunke on the Launch of ETHB and Staking ETF Mechanics

9

Warsh, Weekend Trading & the $300M Hack: Crypto's Inflection Points

10

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

11

xStocks: Inside Kraken's Tokenized Equities Revolution

12

Monochrome's Jeff Yew and Grayson McLeod on What Makes a True Spot Crypto ETF, Asia Expansion & More

13

Bitwise’s Juan Leon on the 2026 crypto playbook: allocator adoption, regulatory catalysts, and product innovation

14

Reserve's Thomas Mattimore on how DTFs are revolutionizing crypto and Real-World Asset Tokenization

15

How MicroBit Capital created one of Hong Kong's fastest-growing Bitcoin ETFs, with CIO Kenny Khuong

16

21Shares’ Federico Brokate on Staking, Solana, and how to win in the coming altcoin ETF flood

17

Bitwise's Rasmussen on the new SEC cliffhanger, Ethereum's renaissance, and BTC eyeing $1.3M by 2035

18

John Todaro on Wall Street’s Crypto Embrace: IPOs, Treasuries & Regulatory Clarity

19

Q3 2025 Outlook Special; 'Alpha in the Aftermath: Moving Beyond the 60/40'

20

Evolve's Elliot Johnson on the second wave of North American crypto ETFs

21

3iQ's Pascal St-Jean on crypto's next institutional watershed: SOL staking, and beyond

22

What's next for CME Group in crypto, after Bitcoin, Ether, Solana and XRP?

23

FalconX's David Lawant on the Tariff Aftermath, and What to Watch in The Next 100 Days

24

Macro Tension and Crypto Momentum: Inside the Q2 Market Outlook

25

Matt Hougan on Bitcoin’s New Bull, Strategic Reserves, and 60/30/10 portfolios

26

Executive Orders & Market Disorders - Q1 2025 Market Review

27

Bitcoin and Ether made EZPZ with Franklin’s Roger Bayston and David Mann

28

Ink Founder Andrew Koller on Memes, tokenized RWAs, and Ethereum's approach to scaling

29

Crypto’s Attorney: Marco Santori on De-Banking, a Crypto Strategic Reserve, and CFTC rumors

30

Goodbye to ‘Random Walks’: How CF Benchmarks built a robust Factor Model for Digital Assets

31

Market-Making AI Agents and the New Crypto ETF Regime: Welcome to 2025!

32

Bond Vigilantes, AI Agents and The Stablecoin Takeover - CFB 2025 Outlook Special

33

Bitcoin hits $100k, altcoins surge, and Gensler quits - Get CFB’s Q4 review

34

Bitcoin ETF Options are here! Featuring FalconX’s David Lawant and Nello Cafcules

35

CF Benchmarks’ Q4 Market Outlook as the Trump 2.0 Era begins

36

Inside 3 Comma Capital's Global Crypto Fund, with Managing Partner, Nuno Serafim

37

The Ether investment case, and what ETF approval says about regulatory changes, with Sui Chung

38

Why our CF Bitcoin Volatility Index is the Missing Link for Institutional Crypto Risk Management and Trading, with Head of Product, Thomas Erdösi

39

June 2024 QARs: A Balancing Act of Industry Milestones and Macro Headwinds

40

Monochrome's Grayson McLeod on Australia’s first direct access Bitcoin ETF

41

We launched it here first! Europe’s long-established crypto ETP market, with ETC Group’s Chanchal Samadder

42

Crypto's Hidden Giants; FalconX's David Lawant on the Institutions Shaping the Market

43

March 2024 QARs; Spot Bitcoin ETFs Awaken Animal Spirits as Fed Policy Shift Looms

44

Lifting the lid on multibillion dollar crypto ETFs, with Bloomberg Intelligence Analyst James Seyffart

45

Q4’23 Attribution Episode: Unpacking the most recent rebalance period with Ken and Gabe

46

An Insider’s View of the Spot Bitcoin ETF saga with Bitwise CIO Matt Hougan

47

Hong Kong’s institutional Web 3.0 outlook and our new CF Meta Lab GameFi Index, with Meta Lab product chief Yubao Flora Lou

48

Two Steps Forward, One Step Back: June-September 2023 Crypto Market Review

49

How CF DACS brings 20/20 vision to crypto portfolio management, with Lead Quant Cristian Isac

50

Diving deep into market risks with Cloudwall CEO and Co-Founder, Kyle Downey

51

CEO Sui Chung on spot Bitcoin ETF filings and why this time might be different

52

Our quarterly index breakdown with Ken and Gabe

53

The Institutional Landscape with Peter Stern

54

Monochrome Founder and CEO, Jeff Yew, on the Australian crypto industry

55

Engineering digital asset indexes with Lucy Slee

56

Thomas Erdösi on replicating spot returns through rolling futures

57

Q1’23 market deep dive with Ken and Gabe

58

Bloomberg Senior Macro Strategist, Mike McGlone, on the macroeconomic environment, SVB, and stablecoins

59

CFB’s Head of Product, Ghando, on our novel Bitcoin Interest Rate Curve (CF BIRC)

60

2023 Market Outlook with Ken and Gabe

61

Hashdex Co-Founder and CEO, Marcelo Sampaio, breaks down blockchain solutions and industry resilience

62

Q4’22 market review and index attribution with Ken and Gabe

63

CEO Sui Chung on the FTX-Alameda fallout and the importance of crypto-centric regulations

64

Ken and Gabe discuss contagion impacts and what’s next for the crypto industry

65

Macro update, FTX implosion, and the how CFB selects their constituent exchanges