Has Bitcoin bottomed and what could determine its next move?

Recorded live on August 6, 2026, this episode of CF Benchmarks X Space examines Bitcoin’s performance relative to gold and the Nasdaq, the growing adoption of on-chain asset-management vaults, and the outlook for the Federal Reserve’s September meeting.

CF Benchmarks Head of Research Gabe Selby, CFA, is joined by Research Analyst Mark Pilipczuk; Kraken Chief Economist Thomas Perfumo, CFA; CF Benchmarks Senior Product Manager James Flamant; Head of Business Development Peter Stern; and special guest André Dragosch, PhD, Director and Head of Research for Europe at Bitwise.

The panel begins with Bitcoin near $64,000, Brent crude below $80 and a softer-than-expected ADP employment report. They assess whether Bitcoin has formed a bottom, what market breadth and return dispe ...