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 Crypto Strategy • Wed, June 18, 2025 | 9:40PM ET
In today’s update, we unpack the Fed’s pivot from data dependence to selective forward guidance and consider what it means for markets. We then turn to crypto equities, where Circle’s post-IPO surge and USDC’s growing utility raise an important question: Who benefits more from stablecoin proliferation, Circle or Coinbase? Our view is that the valuation gap has grown too wide to ignore. TICKERS IN THIS VIDEO: BTC -0.32%
By Sean Farrell, Head of Crypto Strategy • Tue, June 17, 2025 | 9:28PM ET
Crypto slid as Iran headlines spooked the market, yet cross-asset signals hint at a rebound while Bitcoin rests on its 50-day. I cover why this drawdown may be a buying chance, spotlight Jito’s rare outperformance ahead of possible ETF inclusion, and break down the Senate’s landmark stablecoin vote. I also flag what to watch in tomorrow’s Fed decision and how it could steer the week. TICKERS IN THIS VIDEO: BTC -0.32%
By Sean Farrell, Head of Crypto Strategy • Mon, June 16, 2025 | 10:01PM ET
In today’s update, we break down how rising tensions in the Middle East are affecting crypto markets, and where they are not. We revisit historical parallels, highlight the signals we're watching including gold, oil, and prediction markets, and explain why this setup could turn medium-term bullish. We also cover the latest moves in SBET and Circle, two equities tied to the crypto narrative, and discuss why now might be a smart time to de-risk one of them. ...
By Sean Farrell, Head of Crypto Strategy • Fri, June 13, 2025 | 7:06PM ET
CORE STRATEGY Source: Fundstrat Note: Our equities baskets are not risk-managed/rebalanced in the same way that our Core Strategy is. Source: Fundstrat CRYPTO AND GEOPOLITICAL RISK PREMIUM First and foremost, we acknowledge the human cost of these events and express deep sympathy for all those affected. That said, our role is to analyze crypto market implications, and we will continue to do so. Rising geopolitical conflicts are almost always initially negative for crypto. There tends to be a knee-jerk risk-off...
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.
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 | 0.0526 | $104,593 |
| ETH | 15.00% | $1,500 | 0.5962 | $2,516 |
| SOL | 15.00% | $1,500 | 10.31 | $145.44 |
| HNT | 2.50% | $250.00 | 99.64 | $2.51 |
| JTO | 2.50% | $250.00 | 112.73 | $2.22 |
| BONK | 2.50% | $250.00 | 18M | $0.0...411 |
| AERO | 2.50% | $250.00 | 296.18 | $0.8441 |
| DOGE | 2.50% | $250.00 | 1.8M | $0.0001 |
| XRP | 2.50% | $250.00 | 116.21 | $2.15 |
Crypto Media
Webinar
Webinar
Webinar
Webinar
BNB Chain: Building Towards the "One BNB" Vision
Speakers, including:
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.
