All-New Crypto Members Area
We are pleased to unveil a completely new design that makes the industry-leading crypto research of FS Insight more accessible than ever. Now you can quickly and easily dive into the suite of powerful tools our Crypto team has created to help maximize your portfolio.
Latest Research
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Mon, February 2, 2026 | 11:43AM ET
IMPORTANT NOTICE: I will be out of the office through Friday and will publish selectively if warranted by market conditions. PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat _NOTE: SEE THE END OF THIS NOTE FOR ADDITIONAL DETAILS ON THE LATEST REBALANCE._ STOPS GET HUNTED The crypto selloff accelerated throughout the weekend, with BTC falling to ~$74k, ETH to ~$2,150, and SOL to ~$96. 24-hour liquidations across perpetual futures markets reached roughly $2.5 billion, a meaningful portion of which appears to...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Fri, January 30, 2026 | 10:27AM ET
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat WARSH IS FED CHAIR NOMINEE Reports late Thursday afternoon indicated that the White House was preparing to support Kevin Warsh as the nominee for the next Federal Reserve Chair. Warsh surged to over 90% probability on Polymarket around 7:00 p.m. on Thursday, overtaking Rick Rieder. On Friday morning, President Trump announced via Truth Social that he was moving forward with Warsh as his nominee. Source: Polymarket, Fundstrat Initial market reaction suggests investors are...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Tue, January 27, 2026 | 7:52PM ET
DISCUSSED IN TODAY'S VIDEO:HIP-3 builder-deployed perpetuals are structurally expanding Hyperliquid’s addressable market. Rapid growth in non-crypto, exogenous assets, particularly commodities, points to an evolution beyond a pure crypto venue toward broader on-chain market infrastructure.Recent price action likely reflects some degree of re-rating. As capital rotates into metals and other macro-sensitive assets, investors appear to be reassessing HYPE as exposure to cross-asset speculation rather than solely as a high-beta crypto proxy.Dollar weakness is notable but has yet to be validated through...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Mon, January 26, 2026 | 10:06PM ET
DISCUSSED IN TODAY'S VIDEO:The January tactical setup was valid and initially confirmed, with BTC breaking key resistance in a spot-led move supported by improving liquidity, constructive credit, and early flow stabilizationUpside momentum stalled at the point where follow-through mattered most, as even large, price-insensitive spot buying failed to extend the rally, signaling weakening market structureMacro and liquidity conditions shifted from tailwinds to constraints, with rising rate expectations, renewed JGB volatility, and speculation around yen intervention, tightening global liquidity at the...
Data Dashboard
Our new dashboard gives you a quick, comprehensive view of the most important metrics our analysts utilize to evaluate trendS and opportunities in the crypto market. Use our interactive charts to contextually assess comparative trends and market movements relative to BTC and ETH prices.
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Access our library of educational guides to better understand and navigate the crypto markets. Whether you’re a novice or a veteran to crypto, we have the tools to advance your knowledge of this emerging asset class.
