In this CF Benchmarks live X Space, recorded August 13, 2026, Head of Research Gabe Selby is joined by Research Analyst Mark Pilipczuk and Kraken Chief Economist Thomas Perfumo for a roundtable covering markets, macro, and Fed policy, with a surprise appearance from Bitwise Research Analyst Ishmael Asad.

Chapters:00:00 – Intro & Team Welcome

02:46 – Strategy's STRC Preferred: Racing Back to Par

08:02 – ETH Treasury Preferreds, Issuance & the EIP That Could Lower Staking Rewards

11:35 – July CPI: A Setup for a Fed Pause?

16:43 – Bitcoin vs. Stocks vs. Gold: Who Wins on CPI Surprises?

19:52 – Oil, Iran & the Fed's Reaction Function

25:33 – 2022 Redux? Comparing Today's Labor Market to the Last Hiking Cycle

32:38 – Jackson Hole Preview: What to Expect From Chair Warsh

37:33 – C ...