CF Benchmarks retweeted
Your xStocks Weekly Research is here.
→ What to expect ahead of $NVDAx earnings
→ xStocks volume up 35.4% WoW ($516.0M)
→ Crypto-equities’ highest volume since May
→ September hike odds up 10.8pts WoW to 42.9%
Research powered by @CFBenchmarks, a Payward company.
Read the latest edition ↓
CF Benchmarks retweeted
Basis expansion: a sign of durable bullish sentiment for CME-listed tokens and one of the major catalysts for triggering basis-carry trades.
Be sure to bookmark this for your market analysis. Higher basis > more basis trades > more spot fund inflows.
cfbenchmarks.com/screener/ba…
CF Benchmarks retweeted
We are currently at a major crossroad. If you’re interested in our perspective, join our @CFBenchmarks X-space tomorrow morning (11 AM EST), where we’ll share our regulatory outlook.
CF Benchmarks retweeted
Hashi is a native Sui primitive turning ~$1T of idle $BTC into productive financial collateral.
Ahead of its global testnet launch this July, @CumberlandSays, @swissborg, and @0xfluid are the latest to join 20+ partners in the Hashi ecosystem.
CF Benchmarks retweeted
Bitcoin isn't an inflation hedge. Inflation is a basket of prices. Debasement is the dilution of the money you hold. $BTC hedges the second, not the first.
Everyone needs to understand this nuance and stop grading a multi-year thesis on a 30-day CPI print.
🤖 Made with AI
CF Benchmarks retweeted
Introducing Hashi: a new era of Bitcoin finance on Sui.
Bitcoin's market cap exceeds $1 trillion. < 0.5% of it is used in DeFi.
Hashi is here to change that, with commitments from industry leaders including BitGo, Bullish, Erebor Bank, FalconX, Fordefi, Ledger, and more.
CF Benchmarks retweeted
Short-duration markets are extremely sensitive to resolution design.
Kalshi’s crypto price markets are built to be the most resilient, driven by 3 core design differences:
1. A rolling TWAP window rather than a single snapshot, which materially reduces susceptibility to short-term price spikes
2. Reliance on CF Benchmarks, a regulated data source aggregating multiple exchanges with transparent, published methodologies
3. No taker speed bump which disadvantages retail. e.g. Poly has a 500ms order delay
Exchange integrity comes first.
CF Benchmarks retweeted
XRP and Micro XRP futures are now live. Trade now and manage your exposure to one of today's leading cryptocurrencies. ➡️ spr.ly/6015NYHuR
CF Benchmarks retweeted
Big welcome to the NinjaTrader team!
@krakenfx and @NinjaTrader combine for the largest Tradfi + Crypto acquisition in history.
Looking forward to great things ahead for the future of finance.
blog.kraken.com/news/kraken-…
CF Benchmarks retweeted
Hey folks! On the latest @CFBenchmarks Talks Digital Assets, @TheSquareMile, @MarkPilipczuk, and I tackle the recent drawdown in crypto markets—correction or bear? $XRP ’s standout performance, ‘Meme-lash’ fallout, and crypto’s link to other asset classes. Be sure to tune in!
open.spotify.com/episode/091…
CF Benchmarks retweeted
Practitioners now have a classification standard (our CF DACS) that can be purely indexed through the same robust pricing and liquidity standards that comprise all of our benchmarks. Measuring the digital asset market has never been easier.
CF Benchmarks is excited to launch our CF Category indices that will transform how investors manage their #digitalasset portfolios. Our new indices offer precise, liquid, and investible benchmarks that track the performance of eligible protocols within the Sector, Services, and Settlement categories of the CF Digital Asset Classification Structure (CF DACS).
Product Manager @the_realcis explains, “These indices provide deep insights into key areas of the #blockchain economy, equipping institutional investors with precision-driven tools for smarter investment decisions. By tracking blockchain sector returns, they provide unmatched clarity on market performance, including digital asset portfolios.”
How can these indices be used?
✅ Performance benchmarking: Track actively managed digital asset portfolios
✅ Passive replication: Build investment funds, financial products & instruments
✅ Settlement pricing: Of financial instruments, including derivatives contracts
✅ Portfolio valuation: A reliable tool for ‘marking to market’ portfolio holdings of digital assets
Find out more: cfbenchmarks.com/blog/cf-ben…
CF Benchmarks retweeted
Latest RRG shows #crypto markets are in a league of their own right now. Our CF Broad Cap Index (CFFBMVUS Index) is leading the pack with both strong absolute & relative momentum vs global indices post-US election, while traditional markets play catch-up. The rotation speaks volumes.
CF Benchmarks retweeted
Recent inflows into the spot $BTC ETFs feature pure bullish directional plays and not just cash and carry arbitrage bets. reports @godbole17.
trib.al/dsPA8sK
CF Benchmarks retweeted
Take a look into the future: rbnhd.co/futures
Futures trading with our new intuitive trading ladder is coming soon to Robinhood.
CF Benchmarks retweeted
What might be overlooked here is that the index this fund will reference, CF Institutional Digital Asset Index (ticker: CFIDAX), actually allows for more tokens to be included once they conform to local regulations (i.e., meeting SEC approval).
Therefore, investors will now have a vehicle that can diversify their digital asset exposure as more tokens are green-lit.
CF Benchmarks retweeted
I couldn't agree more with @Scaramucci on "Why We Must #Tokenize Everything" in yesterday's @blockworks newsletter.
#Tokenization of Real World Assets is one of our featured secular themes in our @CFBenchmarks #MarketOutlook.
Tokenized assets will tremendously enhance investor access, improve liquidity, and reduce transaction costs. We see this year's relative underperformance as an opportunity for investors to gain exposure to this theme through the CF #DeFi Composite Index, as well as the respective programmable blockchains these projects utilize in our CF Digital Asset Classification Structure (CF DACS).
Be sure to click the link below to read the article, which also features our tokenization viewpoint. 👇
blockworks.co/news/on-the-ma…
CF Benchmarks retweeted
As we head into the final quarter, we anticipate more upside potential for #DigitalAssets. Investor sentiment is likely to be supported by further expected #RateCuts, #EconomicGrowth stabilization, and key secular #Blockchain themes.
Be sure to read our latest market outlook: 𝙍𝙚𝙘𝙖𝙡𝙞𝙗𝙧𝙖𝙩𝙞𝙣𝙜 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙉𝙚𝙬 𝙈𝙤𝙣𝙚𝙩𝙖𝙧𝙮 𝘾𝙮𝙘𝙡𝙚, to get caught up on the latest insights from the team here @CFBenchmarks.
We’re excited to launch CFB's latest report, our Market Outlook for Q4 2024, from @gxselby and @MarkPilipczuk.
As year-end approaches, #DigitalAssets are at a pivotal moment. With regulatory shifts on the horizon, breakthrough technologies, and #macroeconomic changes, the months ahead will shape the future of digital assets. From scaling solutions to asset #Tokenization , the potential for disruption is immense.
Our report explores these critical themes and offers a roadmap for navigating this transformative period.
Key highlights:
✳️ #Bitcoin & #Ether #ETFs: Gaining traction as core portfolio components
✳️ Macroeconomic Trends: Lower inflation and rate cuts may boost valuations and sentiment
✳️ Regulatory Shifts: November's elections could reshape the regulatory landscape
✳️ #Ethereum Layer 2 Impact: Scaling solutions are revolutionizing payments and #DeFi
✳️ Asset Tokenization: Likely to experience accelerated growth as the financial sector's adoption continues
Dive into our report to find out more: cfbenchmarks.com/blog/quarte…
#Fintech
CF Benchmarks retweeted
We’re pleased to share our August Market Recap: Macro Influences Rekindle Market Uncertainty.Before you jump into the detail, here’s a few highlights to capture your interest from CFB’s analysts, @gxselby, CFA and @MarkPilipczuk :
✳️ Yen Carry Trade Unwinds, Fed Pivots, and Crypto Adapts: Volatility returned to the market driven by the unwinding of the “Yen Carry Trade” and significant macroeconomic factors such as the Federal Reserve’s move towards a more dovish approach to monetary policy. Following the launch of Spot Ether ETFs in the US, inflows continued, despite an initial period of price lag.
✳️ Crypto Indices Face Headwinds: CFB’s crypto indices were broadly negative, led by the CF Smart Contract Platforms Index and CF DeFi Index, falling over 18% and 20%, respectively.
✳️ Aave and Synthetix Shine Amidst Market Downturn: Driven by the launch of new lending markets on Base and Scroll, AAVE (+20.6%) and Synthetix's SNX token (+11.5%) were the top performers in August.
✳️ Long Positions Gain Ground in Futures Market: Net sentiment in Bitcoin rose slightly in August, whilst open interest for the token grew 3.6% compared to July. During the same period, Ether moved up 17.5%.
✳️ Fee Dynamics Reveal Declining Network Usage: Overall transaction volumes across the Ethereum network grew, whilst for Solana, there was a high demand for block space, despite an overall decline in fee revenue.
✳️ Ethereum Leads NFT Activity Despite Overall Market Cooldown: Despite a 20.4% drop in sales, Ethereum took top spot on the NFT sales volume leaderboard in August. In contrast, Bitcoin and Solana sales volumes declined by 35.2% and 35%, respectively as demand cooled.
Check out the full report: cfbenchmarks.com/blog/market…
#crypto #digitalassets #bitcoin #ether #ethereum #blockchain
