Episode Details

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 wings, this year promises to be just as consequential.

Markets-wise, January is off to a less than sure-footed start.

As CF Benchmarks Head of Research Gabe Selby, CFA, and Research Analyst, Mark Pilipczuk point out in our first podcast of 2025, it’s a follow-on from the ’Santa Rally’s no-show in December.

That was after one of the strongest returns for years by our mega cap basket, the Ultra Cap 5, though.

And, with alts underperforming overall, catch-up trades could be on the table. But which ones?

Join Gabe and Mark, with Head of Content, Ken Odeluga, as they tally up crypto’s seismic 2024, and surface everything to watch going into another critical year.

Top themes:

• AI agents: With some already earning above the median US wage, find out how they could soon be market-making, operating cross-chain liquidity, and even making agent-to-agent transactions. What could possibly go wrong!

• Ether fund flows punched above their weight relative to the ETH/BTC ratio into year-end, but ETH AuM still doesn’t reflect that pair’s joint market cap weight. Does Dec’s $2B ETH inflow mean the catch-up is on?

• Regulatory transition: How likely are we to see Solana and XRP ETFs, before we see SOL and XRP DCMs? Which filings have the highest chance of near-term approval?

• How to gauge when our research team’s call for RIA crypto ETF holdings to breach 50% of the total is in sight

All in, it’s time once again to grab your preferred beverage, sit down, and soak up the latest insights from our true institutional insiders.