Macro Tension and Crypto Momentum: Inside the Q2 Market Outlook

In this episode of CFB Talks Digital Assets, we break down CFB Research's Q2 2025 Market Outlook, “The New Equilibrium: Unraveling Economic Tension & Thematic Tailwinds."

From stubborn inflation and global growth uncertainty to proactive regulatory shifts and strengthening structural themes, the quarter ahead is defined by both tension and opportunity. We explore how digital assets are being shaped by overlapping forces: macroeconomic crosscurrents, legislative momentum, and evolving investor preferences.

Sample highlights ↓

* The shift in US trade policy and what it means for the path of monetary policy

* How pending legislation could set US issuers to dominate the stablecoin landscape

* Ethereum’s Pectra upgrade and what it means for the network going forward

*Why we anticipate  ...