Notas del episodio
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 Mark Pilipczuk, put that complex first quarter under the microscope.
Key themes:
■ How sharp does a crypto market tumble need to be to constitute a correction?And when does a crypto correction become a bear? Get our analysts’ take on the equivalent of the down 10% but <20% rule of thumb, for stocks
■ Even amid the overall downturn, our Diversified Broad Cap Index - best proxy for crypto beta - underperformed its free float counterpart by 800 basis points. Hear why
■ Takeaways from the broader negative breadth in Q1 2025 vs. Q3 2024. And what’s the story behind XRP’s solo positive performance among large caps?
■ Flight to qual ...