Episodios

  • Evolve's Elliot Johnson on the second wave of North American crypto ETFs
    Jul 1 2025

    The recent debut of Evolve's XRP ETF (XRP), and Evolve Solana ETF (SOLA), show the firm remains at the cutting edge.

    Forward-thinking investment management has been key, and that's been consistently supplied by Evolve's CIO, Elliot Johnson.

    Join us to hear how Elliot navigates the unique opportunities and challenges of managing listed crypto investments in Canada.

    Just a few of many conversation highlights...

    • How professionals can bridge the gap in investors' understanding of staking ETFs
    • How Evolve operationalizes staking in Evolve Solana ETF
    • Elliot's crystal-clear breakdown of how XRP fixes the costly and inefficient cross-border payments system
    • Why Evolve Cryptocurrencies ETF (ETC) serves as an alternative rail for first-time digital asset investors

    Listen in now, and learn for tomorrow!

    DISCLAIMER

    Published July 1 2025.

    Evolve Funds Group Inc. is the investment fund manager and portfolio manager. All Evolve ETFs’ funds described herein is offered by Evolve Funds Group Inc., and distributed through authorized dealers. The information contained herein is a general description and is not intended to be specific investment advice or a recommendation or solicitation to buy, sell, stake or hold any crypto asset or engage in any specific strategy. You should not act or rely on the information contained herein without seeking the advice of an appropriate professional advisor. The information contained herein is intended for informational purposes as a summary only, does not constitute an offer to sell any securities or a legally binding obligation, it is qualified entirely by, and should be read in conjunction with, the more detailed information appearing in the prospectuses found on the Evolve Funds Group Inc website at evolveetfs.com. The unpredictable nature of the cryptoassets can lead to loss of funds. Leverage increases risk. Commissions, trailing commissions, management fees and expenses all may be associated with exchange traded funds (ETFs) and mutual funds. Please read the prospectus before investing. ETFs and mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Certain information contained herein is obtained from third parties. Evolve Funds Group Inc. believes such information to be accurate and reliable as of July 1 2025, however, we cannot guarantee that it is accurate or complete or current at all times. The information provided is subject to change without notice. Certain statements contained herein are forward-looking. Forward-looking statements (“FLS”) are statements that are predictive in nature, depend upon or refer to future events or conditions, or that include words such as “may,” “will,” “should,” “could,” “expect,” “anticipate,” “intend,” “plan,” “believe,” or “estimate,” or other similar expressions. Statements that look forward in time or include anything other than historical information are subject to risks and uncertainties, and actual results, actions or events could differ materially from those set forth in the FLS. FLS are not guarantees of future performance and are by their nature based on numerous assumptions. Although the FLS contained herein are based upon what Evolve Funds Group Inc. and the portfolio manager believe to be reasonable assumptions, neither Evolve Funds Group Inc. nor the portfolio manager can assure that actual results will be consistent with these FLS. The reader is cautioned to consider the FLS carefully and not to place undue reliance on FLS. Unless required by applicable law, it is not undertaken, and specifically disclaimed that there is any intention or obligation to update or revise FLS, whether as a result of new information, future events or otherwise.

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    50 m
  • 3iQ's Pascal St-Jean on crypto's next institutional watershed: SOL staking, and beyond
    Jun 4 2025

    North America's true spot crypto ETF pioneers are Canadian!

    The first physical Bitcoin funds listed on Toronto's TSX in early-2021.

    Now, Canadian issuers are leading crypto's integration into mainstream markets again, with the region's first Solana ETFs - and - the first to incorporate staking.

    Among these, 3iQ's Solana Staking ETF (tickers: SOLQ.U. SOLQ) is gathering assets fastest to date, and the firm is also staging an exciting expansion into a broader range of digital asset investment products and services.

    So, for a timely overview on Canada's regulated crypto space, exclusive insights on how staking works in ETFs, plus pointers on what 3iQ's building right now, we're delighted to welcome their CEO, Pascal St-Jean, to the CFB Talks Digital Assets podcast.

    Join us for exclusive insider insights, including:

    * Why Solana staking ETFs were the next logical frontier

    * How 3iQ plans to leverage crypto native R&D to compliantly stake above 50%

    * How Canada's pragmatic regulatory regime makes XRP the obvious choice for the next crypto ETFs

    * A sneak peek at 3iQ's custom solutions for wealth and advisory channels, and cutting-edge institutional DeFi rails

    * Keep a close eye on Canada's pension and wealth allocators

    Don't sleep on Canada's influence on crypto's evolution - and don't sleep on this episode!

    Dive in now and stay ahead.

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    51 m
  • What's next for CME Group in crypto, after Bitcoin, Ether, Solana and XRP?
    May 13 2025

    With a notional $1 trillion-plus in CME Bitcoin and Ether futures settled by CF Benchmarks indices since their launch, our partnership is one of the most pivotal in crypto.

    Meanwhile, after the Solana futures debut in March, and with the launch of XRP futures coming next week, the leading derivatives marketplace continues to play a critical and growing role in the evolution of the digital asset class.

    It's why we're stoked to welcome Brian Burke, CFA, senior director overseeing crypto options at CME Group, as our extra special guest on the CFB Talks Digital Assets podcast!

    Join us for an exclusive look inside crypto's biggest regulated marketplace, where both institutional and retail participation are accelerating.

    A few of many enlightening talking points:

    • 'Crypto VIX' Futures? - With global market volatility in the news, how close are we to CME Bitcoin volatility futures?
    • Quicker Roadmap - how increasing regulatory clarity, rising market maturity, and falling information asymmetry are driving a faster cadence of crypto derivative launches - and what to expect next
    • Solana Surprise - SOL futures volumes and open interest are outpacing expectations: what's behind the momentum?
    • 'Proto Perps' imminent - With smaller contract sizes and super-long dated expiries, how upcoming Spot Quoted Futures (SQF) can fill the retail gap even more - and why institutional players are interested too

    Dive in now for a revealing conversation on the oldest derivatives venue's enduring place in the newest asset class!

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    32 m
  • FalconX's David Lawant on the Tariff Aftermath, and What to Watch in The Next 100 Days
    Apr 30 2025

    As markets contemplate what the next 100 days hold in store, we're stoked to have another dose of exclusive insights from FalconX's Head of Research, David Lawant, from his vantage point serving the biggest investors in the world. A small sample of topics you really don't want to miss:

    • Meet Bitcoin's decoupling from alts, with institutions playing a bigger role via ETF flows
    • One crucial difference between Bitcoin's 'tariff crash' and historical routs: volumes were 25%-50% lower this time
    • 'Goldification': how BTC's dollar-defensiveness and flattening implied volatility make it more and more of a safe haven
    • A surprise split between Solana client personas: did you know crypto native institutions trade more SOL than ETH?
    • 'Ethereum is Dead' vs. 'Ethereum's Just Getting Started' - a tactical bias in ETH trading post ETF options debut
    • CFTC-regulated 'perps' are coming - very probably! How markets are sleeping on the implications

    Get ready for whatever's next. Dive in now!

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    58 m
  • Macro Tension and Crypto Momentum: Inside the Q2 Market Outlook
    Apr 9 2025

    In this episode of CFB Talks Digital Assets, we break down CFB Research's Q2 2025 Market Outlook, “The New Equilibrium: Unraveling Economic Tension & Thematic Tailwinds."

    From stubborn inflation and global growth uncertainty to proactive regulatory shifts and strengthening structural themes, the quarter ahead is defined by both tension and opportunity. We explore how digital assets are being shaped by overlapping forces: macroeconomic crosscurrents, legislative momentum, and evolving investor preferences.

    Sample highlights ↓

    * The shift in US trade policy and what it means for the path of monetary policy

    * How pending legislation could set US issuers to dominate the stablecoin landscape

    * Ethereum’s Pectra upgrade and what it means for the network going forward

    *Why we anticipate the value factor to outperform going forward, and what CFB's factor model tells us about last quarter's move

    * Bitcoin’s correlation with global M2 and the potential for a liquidity-driven move in Q2

    If you’re looking to make sense of an investment landscape at a critical inflection point—this is your guide to the themes that matter.

    Recorded Friday April 4, 2025.

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    1 h
  • Matt Hougan on Bitcoin’s New Bull, Strategic Reserves, and 60/30/10 portfolios
    Mar 25 2025

    We’re delighted to welcome one of the most esteemed and authoritative institutional crypto practitioners back to the CFB Talks Digital Assets podcast - Matt Hougan, Chief Investment Officer of Bitwise Asset Management.

    As well as informed insights on recent market volatility, we’re also fortunate to get Matt’s take on critical regulatory and political developments impacting the space so far this year.

    Sample highlights ↓

    * Signs of exponential growth in the Bitwise VettaFi financial advisor survey:

    - Allocations doubled to an all-time high of 22% in 2024; a rate equivalent to the growth over the previous six years combined

    * How existing investors are moving beyond Bitcoin and Ethereum to explore the ‘crypto sleeve’ - diversified crypto portfolios, and why that trend is set to prevail.

    - Also, why 60/30/10 is optimal

    * Why markets are still over-discounting the significance of Washington’s proposed Bitcoin Strategic Reserve

    * Despite the SEC’s Ripple retreat, how Solana (SOL) is likely still in pole position to be the next crypto approved for spot ETFs

    We can’t stress enough: this conversation is packed with informed alpha, from quite possibly the best-known crypto CIO in the world - do not miss!

    Recorded March 20th, 2025.

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    45 m
  • Executive Orders & Market Disorders - Q1 2025 Market Review
    Mar 18 2025

    Recorded March 11, 2025.

    Time for the Q1 market review edition of our CFB Talks Digital Assets podcast - where the CF Benchmarks research team, Gabe Selby 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 equivalent of the down 10% but <20% rule of thumb, for stocks

    ■ Even amid the overall downturn, our Diversified Broad Cap Index - best proxy for crypto beta - underperformed its free float counterpart by 800 basis points. Hear 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 ‘Meme-lash’...

    ■ Quantifying and qualifying the strengthening stocks-crypto correlation. And why was the strongest crypto-fixed income correlation with 20-yr US Treasurys?

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    34 m
  • Bitcoin and Ether made EZPZ with Franklin’s Roger Bayston and David Mann
    Feb 28 2025

    Following Franklin Templeton’s recent launch of Franklin Crypto ETF, ticker EZPZ, the asset management giant now has three digital asset ETPs in its roster. But if you thought Franklin’s crypto journey only began with the Bitcoin and Ether ETFs it listed last year, you’re probably unaware of just how significant and longstanding its digital asset footprint actually is ... not to mention the laser eyes! Well, here’s your best chance to catch up quick: we’re honoured to welcome Franklin’s Head of Digital Assets, Roger Bayston, and Head of ETF Product and Capital Markets, David Mann, to the CFB Talks Digital Assets podcast. Join us to learn how EZPZ is just one of the fruits of Franklin’s growing track record on-chain, stemming from their tokenized money market fund launched in 2021, and beyond. Sample highlights in our deep dive -

    • What makes Franklin Crypto ETF the most EZPZ route to BTC + ETH exposure?
    • Why Franklin chose our CF Institutional Digital Asset Index – US Settlement Price (IDAX) as EZPZ’s reference index
    • Signs that advisors are coming round to the idea that zero allocation to crypto is the biggest risk
    • Why Roger thinks getting indices like IDAX into model portfolios could be key for greater crypto diversification
    • How learnings from Franklin’s multi-chain money market fund, FOBXX and its BENJI token, are paving the way to increased efficiency, convenience, and growth for investors
    • The Franklin Templeton edge with advisors, from a deep bench of crypto expertise, research - and that unmatched history on-chain

    For a conversation packed with institutional crypto insights, grab this show right now!

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    50 m