CFB Talks Digital Assets Episode 31: CF Benchmarks’ Q4 Market Outlook as the Trump 2.0 Era begins
CF Benchmarks’ recently launched quarterly market outlook series is on tap for an extra special episode of the CFB Talks Digital Assets podcast.
The first report in the series, for Q4 2024, landed in the run-up to the hotly anticipated U.S. election. Join our Head of Research, Gabe Selby, CFA, Research Analyst, Mark Pilipczuk, and Head of Content, Ken Odeluga, as they talk through the key macro and political details that really matter, after Trump’s second presidential win.
Hear our research team’s base case economic outlook for a soft landing - which remains on track - plus implications for digital asset returns and positioning
- Learn why the Fed is increasingly boxed into a corner on policy, as markets signal a deeper easing path will be necessary, with potential impacts on digital asset
- The secular crypto themes most likely to prevail in the medium to long term:
- The rise and rise of stablecoins
- Ethereum winning the scalability wars
- Money market funds at the vanguard of tokenization growth
- Also, what are DePINS?
Whether you’re an institutional or individual investor, be sure to grab a coffee and lean into our research team’s long-form insights at this critical macro and geopolitical juncture!