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 • Mon, September 15, 2025 | 8:24PM ET

DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading candidate for the next “major.”ANALOG GOLD CONTINUES TO RUN: Gold hit another all-time high, while the real 10-year yield closed at its lowest since Oct ’24, reinforcing a constructive backdrop for Bitcoin and crypto into Q4.BASE TOKEN CATALYST: Coinbase confirmed it is exploring a Base token. Near term, this should pull liquidity and speculation onto Base, driving...

Crypto Research

By Sean Farrell, Head of Crypto Strategy • Fri, September 12, 2025 | 2:35PM ET

CORE STRATEGY Source: Artemis, Fundstrat ADDING: HYPE CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat ADDING: HYPD, SONN ADDING HYPD & SONN TO EQUITIES BASKET AS HYPE CARVES A PATH TO $100 Every cycle, a new player emerges as the next “major.” In 2017, it was ETH. In 2021, it was SOL. In 2025, it is HYPE. Despite being only a few quarters old, HYPE has quickly established itself as a token with the potential to move beyond the crypto bubble and...

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By Sean Farrell, Head of Crypto Strategy • Tue, September 9, 2025 | 10:40PM ET

DISCUSSED IN TODAY'S VIDEO:Nasdaq moving into tokenized equities reinforces tokenization as a secular trend.World (WLD) is building a universal digital identity layer, a use case with a large TAM and clear value proposition.Solana DAT inflows are substantial enough to warrant an increased allocation despite macro uncertainties. DISCLOSURE: I am an investor in the private round for both BMNR and OCTO. TICKERS IN THIS VIDEO: BTC 1.41% SOL 2.22%

Crypto Research

By Sean Farrell, Head of Crypto Strategy • Fri, September 5, 2025 | 8:45PM ET

MARKET SURVEY In partnership with the Medici Network, we are conducting a client survey on DATs, ETFs, and broader sentiment. Aggregated results will be shared with clients. The survey takes ~5 minutes, and broader participation will make the insights more valuable. Thank you in advance for your participation. CLICK HERE TO COMPLETE THE SURVEY. OUR QUICK TAKE ON THE CRYPTO MARKET:Gold’s push to all-time highs is a constructive signal for BTC, as both assets act as liquidity valves. Historically, gold tends...

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 : 2025-09-16

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Realized Market Cap: ETH

Source : Glassnode

Updated : 2025-09-16

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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 59.50% $5,950 0.0510 $116,599
ETH 15.00% $1,500 0.3338 $4,493
SOL 10.00% $1,000.00 4.19 $238.83
BONK 1.00% $100.00 4.1M $0.0...411
AERO 2.50% $250.00 203.92 $1.23
DOGE 1.00% $100.00 506,676 $0.0002
XRP 1.00% $100.00 32.79 $3.05
HYPE 10.00% $1,000.00 18.52 $54.01

Crypto Media

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Thursday, September 25, 11:00AM ET
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Webinar

Tuesday, September 9, 1:00PM ET
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