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 Benchmarks Head of Sales Peter Stern, Christian Isaac from the CF Benchmarks product team, and Val Gui, General Manager of xStocks. Together they discuss the latest macro developments, crypto markets, Bitcoin, tokenized equities, and how digital assets are reshaping market structure.

The conversation begins with reaction to June’s payrolls report before unpacking CF Benchmarks’ latest Monthly Market Recap, including the broad-based decline across the CF Broad Cap Index and the factor dynamics driving performance across value, growth, and size. The discussion then turns to tokenization, with Val Gui explaining how xStocks is extending price discovery into weekends and after-hours tradi ...