Season 1 · Episode 4
Q4’22 market review and index attribution with Ken and Gabe
CFB Talks Digital Assets · CF Benchmarks
September 2, 202313m 55s
Audio is streamed directly from the publisher (content.rss.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Recorded 8 December 2022.In the latest episode of CFB Talks Digital Assets we review yet another tumultuous quarter of deleveraging triggered by yet another big counterparty collapse. Still, as Lead Research Analyst Gabe Selby points out, despite all digital asset categories remaining in the red throughout the quarter, as reflected by negative returns for our regulated crypto portfolio indices, scaling protocols were relatively defensive.
- Listen to find out which one fared best.
- What that has to do with the definitive DeFi milestone for JPMorgan Chase & Co. in the quarter.
- And why fading Ether dominance of the BTC/ETH ratio helps set up the best conditions we’ve got (for now) for more constructive price action in the current quarter.