Our quarterly index breakdown with Ken and Gabe

CFB Talks Digital Assets by CF Benchmarks

Episode notes

Recorded 12 June 2023. It’s time to review our latest Quarterly Attribution Report (QAR) - the unique, institutional-grade analysis of market performance drivers, based on our CF Digital Asset Classification Structure (CF DACS).Join CF Benchmarks' Lead Research Analyst Gabe Selby, CFA, and Head of Content Ken Odeluga, on CFB Talks Digital Assets, as they uncover….

  • Just how narrow ‘market leadership’ has been, with the two largest-capitalized - and least centralized - assets, Bitcoin and Ether outperforming as crypto declined overall;
  • How, despite higher volatility on a risk-adjusted basis, the asset class continues to demonstrate asymmetric upside returns through the cycle;
  • Why the positive impact of BTC's new BRC-20 token standard on mining revenue could turn out to be more important than NFTs;
  • Why Algorand was ... 
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