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.

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Latest Research

Comments

By Sean Farrell, Head of Crypto Strategy • Mon, June 30, 2025 | 9:49PM ET

In today’s crypto comments, we break down the growing influence of fiscal dominance on rates and the dollar and what it means for risk assets. We also explore major moves from Kraken and Robinhood as tokenization accelerates the convergence of TradFi and crypto. TICKERS IN THIS VIDEO: BTC -1.55%

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By Sean Farrell, Head of Crypto Strategy • Fri, June 27, 2025 | 7:24PM ET

In today’s update, we break down how historic low implied vols, cautious options positioning, and a weakening dollar are shaping the crypto outlook. We also cover Trump’s latest comments on rates, the implications for liquidity-sensitive assets, and why Bitcoin may have more room to run. TICKERS IN THIS VIDEO: BTC -1.55%

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By Sean Farrell, Head of Crypto Strategy • Thu, June 26, 2025 | 11:03PM ET

In today’s update, we explore how Trump’s debt comments and Treasury issuance strategy highlight the growing era of fiscal dominance—a backdrop that favors Bitcoin and risk assets. We also cover Coinbase’s continued rally, the potential CoreWeave/Core Scientific acquisition, and why Galaxy Digital may be an overlooked value play as AI/HPC infrastructure momentum builds. TICKERS IN THIS VIDEO: BTC -1.55%

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By Sean Farrell, Head of Crypto Strategy • Tue, June 24, 2025 | 11:52PM ET

Broadening participation in the equity rally, falling yields, and a sliding VIX point to a risk-on backdrop that could lift Bitcoin and altcoins. In today’s video, we unpack Coinbase’s surge, muted but improving flows, and the key charts signaling potential for another leg higher. TICKERS IN THIS VIDEO: BTC -1.55%

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.

Realized Market Cap: BTC

Source : Glassnode

Updated : 2025-07-01

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Realized Market Cap: ETH

Source : Glassnode

Updated : 2025-07-01

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Crypto Core Strategy Portfolio

Our current crypto portolfio

Portfolio Distribution

Sample $10,000 Deployment

TICKER WEIGHT VALUE QTY ASSETS PRICE
BTC 55.00% $5,500 0.0521 $105,494
ETH 15.00% $1,500 0.6254 $2,399
SOL 15.00% $1,500 10.22 $146.71
HNT 2.50% $250.00 115.27 $2.17
JTO 2.50% $250.00 122.72 $2.04
BONK 2.50% $250.00 18M $0.0...361
AERO 2.50% $250.00 334.45 $0.7475
DOGE 2.50% $250.00 1.9M $0.0001
XRP 2.50% $250.00 115.19 $2.17