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 • Wed, January 21, 2026 | 10:07PM ET
PORTFOLIOS Source: Bloomberg, Fundstrat Source: Artemis, Fundstrat THE BREAKDOWN Entering January, my view on crypto was still measured from a cyclical perspective, but tactically constructive. In my January 6th strategy note, I argued that while the broader setup for 2026 still pointed to a choppier first half and a more compelling accumulation opportunity later in the year, the near-term risk reward had begun to skew favorably. The key drivers behind that view were straightforward:Liquidity conditions were turning supportive, driven by...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Tue, January 20, 2026 | 7:07PM ET
DISCUSSED IN TODAY'S VIDEO:SPOT BUYING NOT TRANSLATING INTO PRICE STRENGTH: Strategy acquired approximately $3.4B OF BTC over the past two weeks, yet Bitcoin failed to sustain momentum above ~$95K, suggesting ample incremental supply and/or weakening marginal demand.REGULATORY OPTIMISM FADING: Senate market structure efforts remain alive but face meaningful industry pushback and procedural hurdles, making them unlikely to serve as a near-term catalyst.RATE EXPECTATIONS BECOMING A HEADWIND: Strong U.S. growth and rising uncertainty around future Fed leadership and FOMC composition are pushing forward rate expectations higher, tightening...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Fri, January 16, 2026 | 7:41PM ET
TICKERS IN THIS VIDEO: BTC 1.35%
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Thu, January 15, 2026 | 6:53PM ET
DISCUSSED IN TODAY'S VIDEO:CLARITY ACT MOMENTUM SLOWED: Senate Banking Committee markup was delayed, pushing timelines out and reducing near-term confidence, even though longer-term passage remains more likely than not.THE MAIN CONCERNS: Restrictions on stablecoin rewards and potential de facto barriers to tokenized equities are central industry objections, echoed by Coinbase leadership.LEGISLATIVE ODDS REMAIN CONSTRUCTIVE: While some in the industry see an 80–90% chance of passage, a more realistic (unscientific) probability is closer to 60–70% by Q2, with meaningful work still required on bill...
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.
