Macro Tension and Crypto Momentum: Inside the Q2 Market Outlook
CFB Talks Digital Assets · CF Benchmarks
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Show Notes
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 the value factor to outperform going forward, and what CFB's factor model tells us about last quarter's move
* Bitcoin’s correlation with global M2 and the potential for a liquidity-driven move in Q2
If you’re looking to make sense of an investment landscape at a critical inflection point—this is your guide to the themes that matter.
Recorded Friday April 4, 2025.