As Lead Research Analyst Gabe Selby points out, despite all digital asset categories remaining in the red throughout the quarter, as reflected by negative returns for our regulated crypto portfolio indices, scaling protocols were relatively defensive.
Watch to find out which one fared best ★ What that has to do with the definitive DeFi milestone for JPMorgan Chase & Co. in the quarter ★ And why fading Ether dominance of the BTC/ETH ratio helps set up the best conditions we’ve got (for now) for more constructive price action in the current quarter.
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An expected Fed hike gave way to a broad crypto rebound led by Infrastructure, DeFi and Programmable assets, while lower volatility and firmer Bitcoin funding pointed to normalization rather than uniform stress.

Mark Pilipczuk
Value led CF Benchmarks' factor table for a third straight week at 1.85%, even as its pace cooled. Growth flipped positive while Downside Beta turned negative for the first time in three weeks, and the Market's decline eased sharply to 0.70% from last week's near-5% drop.

Mark Pilipczuk
The Administrator has confirmed changes to the Token Market Price Family for the period 08 September 2026 to 15 September 2026

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