CFB Talks Digital Assets Episode 40: Executive Orders & Market Disorder - Q1 2025 Market Review


Time for the Q1 market review edition of our CFB Talks Digital Assets podcast - where the CF Benchmarks research team, Gabe Selby, CFA, and Mark Pilipczuk, put that complex first quarter under the microscope...


Key themes:

  • How sharp does a crypto market tumble need to be to constitute a correction? And when does a crypto correction become a bear?

Get our analysts’ take on the crypto equivalent of the down '10% but <20%' rule of thumb for stocks

  • Even amid the overall downturn, our Diversified Broad Cap Index underperformed its free float counterpart by 800 basis points.

Find out why

  • Takeaways from the broader negative breadth in Q1 2025 vs. Q3 2024

And what’s the story behind XRP’s solo positive performance among large caps?

  • Flight-to-quality is no stranger to crypto! Detail and potential alpha in the aftermath of the ‘Meme-lash’...

If you’re seeing this, you’re serious about crypto, and serious about markets as a whole - so grab your beverage of choice, and dive in by clicking the links below, or wherever you get your podcasts!

Spotify

Apple Podcasts

Amazon Music

YouTube (Audio)

Catch all episodes here

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