SOL Strength Persists, Gold ATH Supports Cycle Continuation, MSTR mNAV in Focus

Sep 2, 2025

Discussed in today’s video:

  • Gold’s breakout to all-time highs reinforces our constructive crypto view, as gold strength has historically preceded BTC rallies
  • MSTR inclusion in the S&P 500 remains a 50/50 call but would (obviously) be a material catalyst for both MSTR and BTC if it occurs. Rebalance announcement date is Friday 9/5.
  • The launch of Solana-focused DATs is creating a distinct tailwind, making SOL one of the more attractive tactical opportunities in the current environment
  • Market Survey: In partnership with the Medici Network, we are conducting a client survey on DATs, ETFs, and broader sentiment. Aggregated results will be shared with clients. The survey takes ~5 minutes, and broader participation will make the insights more valuable. Thank you in advance for your participation. CLICK HERE TO COMPLETE THE SURVEY.
SOL Strength Persists, Gold ATH Supports Cycle Continuation, MSTR mNAV in Focus

Tickers in this video: BTC -0.66% MSTR 0.91% SOL

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

Keep reading by starting your Free Trial today!

You are reading the last free article.

Already have an account? Sign In

FS Insight footer logo

150 East 52nd St, 3rd Floor New York, NY 10022

SUBSCRIBE TO OUR FREE RESEARCH REPORTS

An institutional-grade report delivered to your inbox every week.

© 2025 FS Insight. All rights reserved.

Illustrations by Karl Wimer.