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

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By Sean Farrell, Head of Crypto Strategy • Tue, October 21, 2025 | 7:44PM ET

DISCUSSED IN TODAY'S VIDEO:Galaxy Digital reported a standout quarter with adjusted EPS of $1.12 vs. $0.30 expected, driven by record trading volumes, strong M&A activity, and treasury mandates from Digital Asset Treasury companies. GLXY continues to build a “two-headed monster” with both its scaling crypto business and expanding AI data center operation.Gold dropped over 5%, potentially signaling a top in gold and a bottom in yields, while Bitcoin rallied sharply in response, consistent with the historical gold-to-Bitcoin lead-lag pattern.Despite Trump’s...

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By Sean Farrell, Head of Crypto Strategy • Mon, October 20, 2025 | 9:24PM ET

DISCUSSED IN TODAY'S VIDEO:Credit and funding stress are easing as spreads tighten and regional banks rebound.Crypto underperformed equities today, but moves in the DXY point to a potential rally ahead.Gold remains the main momentum trade for now, yet each new high raises Bitcoin’s long-term "ceiling" and supports a bullish medium-term outlook for crypto. TICKERS IN THIS VIDEO: BTC 1.84%

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By Sean Farrell, Head of Crypto Strategy • Fri, October 17, 2025 | 7:58PM ET

DISCUSSED IN TODAY'S VIDEO:FUNDING AND CREDIT STRESS APPEAR TO BE EASING: High-yield and regional banks were bid, the VIX fell from ~29 to ~21, and no banks tapped the Fed’s repo facility, all suggesting improving credit/liquidity conditions.GOLD MAY BE TOPPING WITH POTENTIAL ROTATION INTO BITCOIN: After nearly hitting $4,400, gold reversed sharply. If credit concerns continue to fade, speculative capital could move from gold into Bitcoin.CRYPTO LAGGED EQUITIES DESPITE A RISK-ON TONE: Crypto underperformed relative to equities, reflecting lingering caution following last week’s...

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By Sean Farrell, Head of Crypto Strategy • Thu, October 16, 2025 | 8:25PM ET

DISCUSSED IN TODAY'S VIDEO:FUNDING STRESS EMERGING: The widening SOFR–RRP spread and weakness in regional banks point to tighter reserves and potential near-term volatility from funding stress.CREDIT CONCERNS RISING: High-yield and private credit names continue to roll over, reflecting growing investor caution around potential defaults in both public and private markets.CREDIT AND FUNDING RISKS ARE ACUTE, NOT STRUCTURAL: These pressures are likely temporary, as the “volatility controllers,” namely the Fed and Treasury, have the tools and incentive to intervene if credit or liquidity conditions...

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 : 2025-10-23

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Realized Market Cap: ETH

Source : Glassnode

Updated : 2025-10-23

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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 40.00% $4,000 0.0363 $110,044
ETH 30.00% $3,000 0.7799 $3,847
SOL 12.00% $1,200 6.29 $190.80
BONK 1.00% $100.00 6.9M $0.0...454
AERO 5.00% $500.00 622.85 $0.8028
DOGE 1.00% $100.00 511.70 $0.1954
XRP 1.00% $100.00 41.65 $2.40
HYPE 10.00% $1,000.00 25.39 $39.38

Crypto Media

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Tuesday, September 9, 1:00PM ET
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