Tariff shocks gave way to dovish policy pivots and fiscal tailwinds, triggering a rotation into select #DigitalAssets. Spot #ETF inflows surged post-Liberation Day, sending BTC to new all-time highs.
Institutional interest deepened, with the launch of @CMEGroup futures for #Solana and #XRP further strengthening crypto’s infrastructure narrative, amid rising macro uncertainty.
How did our multi-asset portfolio indices perform?
✳️ CF Broad Cap (Free Float): +9.32%, with BTC contributing 10.81%
✳️ Ultra Cap 5 Index: +10.69%, led by BTC and ETH (non-programmable tokens within our CF Digital Asset Classification Structure, DACS)
✳️ Diversified Large Cap Index: +0.74%, as altcoin softness offset BTC/ETH gains
✳️ DeFi Composite: -3.44%, AAVE strong, UNI & CRV lagged
✳️ Web 3.0 Smart Contracts: -10.47%, weighed by SOL (-29.4%) and ADA (-6.76%)
✳️ Digital Culture Index: -10.81%, with the DACS’ Gaming segment responsible for -7.94%
Download the full report by @gxselby & @MarkPilipczuk:
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