In the latest CF Benchmarks live X Space, recorded July 30 2026, Head of Research Gabe Selby, CFA is joined by Research Analyst Mark Pilipczuk, Kraken Chief Economist Thomas Perfumo, CFA, and special guest Tyler Evans, Co-Founder and Chief Investment Officer of UTXO Management.

Tyler is a career Bitcoiner. He co-founded BTC Inc, the publisher behind Bitcoin Magazine and The Bitcoin Conference, before launching UTXO Management, a Bitcoin-native asset manager focused on asymmetric opportunities across public and private markets.

The Fed held for a fifth consecutive meeting with three regional presidents dissenting in favor of a hike, the most unified dissent since 2016. The 30 year yield closed at its highest level since 2007. Q2 GDP came in at 1.5% against expectations near 2.1%. Strategy raised another $544 million of common equity wi ...