{"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":"War, Rates & Resilience: Making Sense of Bitcoin in a Crisis","slug":"war-rates-resilience-making-sense-of-bitcoin-in-a-crisis","published_at":"2026-04-07T19:29:56+00:00","page_url":"https://stenobird.com/podcast/cfb-talks-digital-assets-6596525/war-rates-resilience-making-sense-of-bitcoin-in-a-crisis","show_page_url":"https://stenobird.com/podcast/cfb-talks-digital-assets-6596525","url":"https://rss.com/podcasts/cfb-talks-digital-assets/2702387","audio_url":"https://content.rss.com/episodes/213732/2702387/cfb-talks-digital-assets/2026_04_07_17_44_34_a39b0340-2e19-4546-bebe-b8e5746089b9.mp3","summary":"This episode was recorded live via X Spaces - audio quality varies in places. In the inaugural CF Benchmarks live X Space, recorded April 1 2026, Head of Research Gabe Selby, CFA is joined by Research Analyst Mark Pilipczuk, Kraken's Chief Economist Thomas Perfumo, CFA and Senior Product Manager Cristian Isac for a wide-ranging markets discussion. The team unpacks Bitcoin's surprising resilience during Operation Epic Fury, why traditional safe havens like Treasuries failed to protect portfolios, and what the Fed's paralysis between inflation and a weakening labor market means for rate expectations heading into the Powell-to-Warsh transition. They also dig into the breakdown of the Bitcoin–M2 money supply relationship (and why that dislocation may signal undervaluation), MicroStrategy's evolving capital structure and preferred yield, the emerging world of Bitcoin structured products, and what institutional appetite on the ground at DAS tells us about where the market is heading next. 00:00 – Intro & Team Welcome 01:02 – Operation Epic Fury: Market Reactions & Surprises 03:34 – Why Treasuries Failed as a Safe Haven 04:41 – Bitcoin's Resilience: Holding the Line Through Conflict 05:49 – CF Benchmarks Flagship Index Recap 06:42 – Macro Regimes & Bitcoin's Shifting Role 08:58 – NFP Preview & Labor Market Weakness 10:20 – Fed Policy Paralysis: Inflation vs. Employment 12:54 – Powell's Exit, Warsh's Nomination & Fed Composition 17:30 – Should the Fed Look Through the Inflation Spike? 19:28 – Global Money Supply & Bitcoin: Building a Forecast Model 21:27 – Correlation ≠ Causation: Why Factors Break Down 25:05 – Market Dislocations: Gold vs. Real Yields, Forex & M2-BTC Divergence 28:07 – Where's the Fair Value? The Case for BTC Undervaluation 31:30 –…","meta_description":"This episode was recorded live via X Spaces - audio quality varies in places. In the inaugural CF Benchmarks live X Space, recorded April 1 2026, Head of…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3399,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/cfb-talks-digital-assets-6596525/episodes/war-rates-resilience-making-sense-of-bitcoin-in-a-crisis/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/war-rates-resilience-making-sense-of-bitcoin-in-a-crisis.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}