{"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":62,"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":"2026-06-06T04:20:26.313721+00:00","page_url":"https://stenobird.com/podcast/cfb-talks-digital-assets-6596525"},"episode":{"title":"Rate-Hike Fears, AI's Pull on Miners & Crypto's Capitulation","slug":"rate-hike-fears-ai-s-pull-on-miners-crypto-s-capitulation","published_at":"2026-06-05T14:26:58+00:00","page_url":"https://stenobird.com/podcast/cfb-talks-digital-assets-6596525/rate-hike-fears-ai-s-pull-on-miners-crypto-s-capitulation","show_page_url":"https://stenobird.com/podcast/cfb-talks-digital-assets-6596525","url":"https://rss.com/podcasts/cfb-talks-digital-assets/2885988","audio_url":"https://content.rss.com/episodes/213732/2885988/cfb-talks-digital-assets/2026_06_04_16_42_24_e249dc59-79cd-48a9-8e45-6fe8e64c9977.mp3","summary":"This episode was recorded live via X Spaces - audio quality varies in places. Recorded June 4, 2026, the latest CF Benchmarks live X Space finds Head of Research Gabe Selby, CFA joined by Research Analyst Mark Pilipczuk, Kraken Chief Economist Thomas Perfumo, CFA, and CF Benchmarks Product Manager Jen Wang, with special guest John Todaro, Managing Director of crypto and AI/HPC equity research at Needham. With Bitcoin near $63,500 after thirteen straight days of ETF outflows, the panel works through what a tightening capital markets backdrop, renewed rate-hike risk, and an unresolved US-Iran oil shock mean for digital assets. The conversation turns to why public Bitcoin miners are racing to become AI infrastructure landlords, how MicroStrategy and the new wave of treasury companies are faring under pressure, and where genuine fundamentals are still separating the winners from the noise. 00:00 – Intro & Team Welcome 01:09 – Meet the Guest: Needham's John Todaro 02:48 – Data Check: Bitcoin Near $63.5K as the BVX Spikes 04:23 – Are Fed Rate Hikes Back on the Table? 06:50 – Looking Through the Oil Shock: The Hormuz Premium 08:25 – How Rates Hit Crypto Equities vs. AI Infrastructure 11:37 – Is Bitcoin Mining a Dying Business? 14:11 – Supply Constraints: GPUs, IREN–Nvidia & the Power Bottleneck 18:10 – Public vs. Private Miners: The Great HPC Bifurcation 22:47 – MicroStrategy's First BTC Sale Since 2022 & the Capital Markets Squeeze 27:39 – Why Institutions Want Operating Cash Flows, Not Just Treasuries 30:36 – BitMine's 9.5% Preferred: Does Staking Yield Change the DAT Math? 33:14 – Crypto's Strangest Chart: Hyperliquid, Its ETF & \"Fundamentals Not Vibes\" 36:29 – The Echo Chamber: Is This Really Capitulation? 38:27 – Bitcoin's Technical Setup & the $59–60…","meta_description":"This episode was recorded live via X Spaces - audio quality varies in places. Recorded June 4, 2026, the latest CF Benchmarks live X Space finds Head of R…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3353,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/cfb-talks-digital-assets-6596525/episodes/rate-hike-fears-ai-s-pull-on-miners-crypto-s-capitulation/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/rate-hike-fears-ai-s-pull-on-miners-crypto-s-capitulation.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}