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 • Fri, February 13, 2026 | 7:19PM ET
DISCUSSED IN TODAY'S VIDEO:COOLER CPI REVERSED THE HAWKISH MOVE FROM EARLIER IN THE WEEK. Headline CPI came in at 2.4% YoY, below expectations, while core was in line. The hawkish shift in rate expectations following earlier labor data was fully unwound, with December Fed Funds futures repricing toward ~3%. While most projected cuts remain beyond Powell’s tenure, today’s data meaningfully eased near-term pressure on duration-sensitive assets and provided a clean catalyst for crypto.CRYPTO LED EQUITIES HIGHER, A CONSTRUCTIVE SIGNAL FOR...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Wed, February 11, 2026 | 8:27PM ET
DISCUSSED IN TODAY'S VIDEO:Jobs data surprised to the upside, pushing yields higher and pricing out near-term Fed cuts, which contributed to sideways risk asset performance and muted crypto follow-through.Yen strength is a marginal headwind for global liquidity, as carry unwinds can pressure risk assets, something to monitor but not yet a major concern.Bitcoin continues to trade more like a growth asset than digital gold, tracking equity style rotations and risk sentiment rather than pure store-of-value flows.BlackRock’s integration of BUIDL with...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Tue, February 10, 2026 | 7:27PM ET
DISCUSSED IN TODAY'S VIDEO:Last week’s selloff was statistically extreme and consistent with capitulation. BTC’s deviation from its 50-day moving average, MVRV’s dislocation versus its long-term trend, record spot ETF volumes, and a spike in implied volatility all support the view that last week marked at least a local low.Follow-through has been constructive but incomplete. ETF flows have turned modestly positive, and spot demand has improved at times, but options markets remain defensive, and BTC has struggled to sustain outperformance versus...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Fri, February 6, 2026 | 1:05AM ET
PORTFOLIOS _Source: Bloomberg, Fundstrat_ _Source: Artemis, Fundstrat_ _NOTE: PLEASE SEE THE END OF THIS NOTE FOR ADDITIONAL COMMENTARY ON REBALANCE._ EXTREMELY OVERSOLD Using BTC as our proxy for the broader crypto market, we can see that relative to historical selloffs, this episode is one for the record books in both pace and magnitude. On February 5th (spot $61,563), BTC’s z-score relative to its 50-day moving average hit -4.10, a reading that falls in the bottom 0.13% of all observations since 2013. _Source: Artemis, Fundstrat_ Only six trading days...
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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Latest Crypto Guides
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.
