Episode Details

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 Analyst Mark Pilipczuk on the latest CFB Talks Digital Assets podcast, as they talk through the major global market, on-chain, macro and blockchain economic drivers spotlighted in their Q4 Quarterly Attribution Report!

• Start with an informed recap, including Bitcoin's $100,000 milestone, propelled by a heady mix of rate cuts and a regulatory re-rating after Trump's election win; plus record ETF inflows
• Take a 3D look inside the Fed's policy pivot: yes, softening yields and easing financial conditions are bullish, but hear why persistent inflation and an ambitious incoming fiscal agenda could bring fewer cuts, or even a pause, sooner than expected
• Dig into standout gainers like Ripple's XRP and Cardano's ADA, which surged 378.86% and 266.08% respectively. Learn why our CF Digital Culture Index rocketed 103.62%, while our CF Blockchain Infrastructure Index 'only' surged 82.34%
• Understand why DeFi protocols like Uniswap and AAVE could turn out to be 'canaries in the coal mine' for whether 'regulatory optimism' is over, or under-shooting
• Plus, after the first truly meaningful Bitcoin basis expansion for years and potential emergence of a consistent ETH basis, where sophisticated participants are likely to position next

For investors of all kinds, there are few better ways to make sense of what was an exciting yet complex quarter than to follow along with our two expert insiders.

Grab a coffee and dive into the show now!