{"podcast":{"title":"CFB Talks Digital Assets","slug":"cfb-talks-digital-assets-6596525","podcast_index_feed_id":6596525,"rss_url":"https://media.rss.com/cfb-talks-digital-assets/feed.xml","website_url":"https://rss.com/podcasts/cfb-talks-digital-assets","image_url":"https://media.rss.com/cfb-talks-digital-assets/podcast_cover_20260428_100451_332513d8274ad67443539750debf8a0e.jpg","author":"CF Benchmarks","episode_count":64,"summary":"CFB Talks Digital Assets is the home of informed conversation about crypto from CF Benchmarks. We are the first and leading digital asset index provider, authorized and regulated by the UK FCA. Respected and innovative financial institutions use our indices and reference rates to power regulated financial instruments, like listed derivatives, investment funds and structured products. Join CF Benchmarks’ Head of Content, Ken Odeluga, Head of Research, Gabe Selby, CFA and Research Analyst, Mark Pilipczuk, as they talk with some of the most accomplished and influential figures in finance, about everything affecting digital assets — crypto protocols, markets, fund flows, on-chain metrics, macroeconomics and more.","last_synced_at":"2026-06-19T06:18:33.374343+00:00","page_url":"https://stenobird.com/podcast/cfb-talks-digital-assets-6596525"},"episode":{"title":"Inflation Prints, Hyperliquid's Rise & the SpaceX IPO","slug":"inflation-prints-hyperliquid-s-rise-the-spacex-ipo","published_at":"2026-06-11T18:00:08+00:00","page_url":"https://stenobird.com/podcast/cfb-talks-digital-assets-6596525/inflation-prints-hyperliquid-s-rise-the-spacex-ipo","show_page_url":"https://stenobird.com/podcast/cfb-talks-digital-assets-6596525","url":"https://rss.com/podcasts/cfb-talks-digital-assets/2908119","audio_url":"https://content.rss.com/episodes/213732/2908119/cfb-talks-digital-assets/2026_06_11_17_39_05_851b2886-b8d9-4259-9dc5-829f27c63cbe.mp3","summary":"In the latest CF Benchmarks live X Space, recorded June 11, 2026, Head of Research Gabe Selby, CFA is joined by Research Analyst Mark Pilipczuk, Kraken Chief Economist Thomas Perfumo, CFA, and CF Benchmarks CEO Sui Chung, with special guest Ishmael Asad, Research Analyst at Bitwise, for a wide-ranging roundtable across macro, markets, and crypto fundamentals. With long-end yields at multi-year highs, a hot CPI and PPI print, and a new Fed chair stepping in the panel works through the following question: when do a string of \"one-off\" shocks cement into a structural regime? From there the conversation turns to where capital is actually flowing, contrasting a discounted crypto market, Hyperliquid's fundamentals-driven ascent and entry into the CF Large Cap, and a record-breaking SpaceX IPO drawing in a wave of retail demand. Chapters: 00:00 – Intro, Team Welcome & Guest Introduction 02:06 – The Macro Setup: Multi-Year-High Yields, Hot CPI & PPI 04:27 – A 1970s Redux? Oil, Iran & the Incoming Warsh Fed 06:50 – How Long Can \"One-Off\" Inflation Shocks Continue? 09:11 – Hot Labor Data, Rate-Hike Odds & a Global Liquidity Squeeze 14:08 – A View From London: Political Shocks & Stagflation Risk 17:10 – When Good News Is Bad News: Labor Market Cracks & Capital Rotation 19:58 – Spotlight on Hyperliquid: Inside CFB's New Valuation Framework 21:25 – HYPE's Economics: ~$1B Revenue, an 83% Margin & a 61x TTM Multiple 24:20 – Why a Scalable 24/7 Model Commands a Premium 26:13 – HYPE's Institutional Bid: ETF Flows & the Coinbase Deal 28:38 – HYPE Joins the CF Large Cap at Number Five 32:29 – Index Inclusion Explained: Why SpaceX Can't Join the S&P 500 Yet 37:14 – The Bear Case: Token Unlocks & Supply Overhang 39:55 – Hyperliquid's Competition &amp…","meta_description":"In the latest CF Benchmarks live X Space, recorded June 11, 2026, Head of Research Gabe Selby, CFA is joined by Research Analyst Mark Pilipczuk, Kraken Ch…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3562,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/cfb-talks-digital-assets-6596525/episodes/inflation-prints-hyperliquid-s-rise-the-spacex-ipo/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/cfb-talks-digital-assets-6596525/inflation-prints-hyperliquid-s-rise-the-spacex-ipo.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}