Season 1 · Episode 14
Our quarterly index breakdown with Ken and Gabe
CFB Talks Digital Assets · CF Benchmarks
September 6, 202334m 4s
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Show 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 the worst performer in our CF DACS Universe … and why it’s likely to stay tilted towards the downside for now.