Index Provider of the Year, 2025 (etf.com), CFB is the leading regulated crypto benchmark provider, underpinned by rigorous methodologies and market scrutiny
WHAT A HUGE WALL OF FILINGS TELLS US ABOUT THE NEXT WAVE OF US CRYPTO ETFS
A surge in crypto ETF filings points to faster launches into 2026, rising liquidations, and a shift toward structure over simple exposure, with growing interest beyond BTC and ETH into SOL, XRP, baskets, and ’40 Act strategies.
Markets finished the year defensively as mixed macro data, delayed payrolls and retail sales, and thin year-end liquidity reduced conviction. Bitcoin stayed rangebound near $90k, volatility compressed, and investors de-risked, favoring mega-caps while higher-beta crypto sectors underperformed and the broader complex closed the year lower.
New research from Gabe Selby, CFA, Mark Pilipczuk, and Cristian Isac shows factor discipline beating narratives as crypto markets decisively de-risk. Our latest Quarterly Factor Report highlights a sharp shift to risk-off positioning as familiar factor dynamics from traditional markets largely reasserted themselves.
Risk-On Reloaded: Monetary Easing, Catch-up Trades, and the Tokenization Buildout
Crypto markets may enter a new regime in 2026, driven by faster-than-anticipated monetary easing, improving regulatory clarity, and new avenues for retail and institutional adoption. Clearer SEC and CFTC rules, growth in prediction markets, and expanded RWA tokenization could broaden altcoin participation, drive a catch-up trade to gold for Bitcoin, and mark a structural shift for digital assets.
Join Kraken Institutional’s Monthly Strategist Call on January 21 (3 - 4pm UTC) for an expert-led deep dive into crypto market trends and institutional developments, with actionable insights from CF Benchmarks team of Gabe Selby, CFA, Mark Pilipczuk, and Peter Stern.
Our Weekly Index Highlights deliver a quick and data-driven read on digital asset performance each Monday, with concise insights across our benchmark rates and indices to keep you aligned with the market developments that shaped the previous week. Start your week informed with data that helps drive allocation decisions!
CFB Talks Digital Assets features expert conversations shaping crypto’s evolution as an institutional asset class. From ETF innovation to staking and regulation, we host leaders from across the industry. In the coming weeks, look out for guests from firms including Bitwise and Monochrome.
