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 • Tue, November 25, 2025 | 6:37PM ET
DISCUSSED IN TODAY'S VIDEO:HASSETT TRIAL BALLOON: Markets interpreted Kevin Hassett’s emergence as Trump’s top Fed Chair pick as a dovish signal.DOVISH REPRICING POTENTIAL: Fed Funds futures for next Dec sit near 3%, above Miran’s 2.50 to 2.75 preference, leaving room for further dovish adjustment (good for crypto).BANK CAPITAL RELIEF: FDIC easing of the Enhanced Supplementary Leverage Ratio supports Treasury liquidity and lending, which on the margin is a positive for the coins.RISK ASSETS APPROVED: Small caps, equal weight S&P, high...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Mon, November 24, 2025 | 7:21PM ET
DISCUSSED IN TODAY'S VIDEO:BIG VOLUME = SELLER ABSORPTION: IBIT posted its highest volume since inception on Friday, likely reflecting significant seller demand being absorbed. Today’s follow-through reinforced that signal.FORCED SELLERS LIKELY GONE (FOR NOW): BTC finally provided beta to the S&P 500 again, tracking broader risk assets. That’s a strong indication that the forced/motivated sellers who dominated the past few weeks are no longer active.U.S. SPOT DEMAND IMPROVING: The Coinbase–Binance spread flipped into a clear U.S. premium during market hours for the first...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Fri, November 21, 2025 | 7:24PM ET
DISCUSSED IN TODAY'S VIDEO:RECORD IBIT AND HYPERLIQUID VOLUMES: A combination of (1) BTC’s sharp overnight drop and constructive rebound, (2) all-time-high IBIT volumes, and (3) record BTC-denominated volume on Hyperliquid collectively points to sellers being absorbed and a potential capitulatory backdrop forming.POLICY EASING SIGNALS: Fed President John Williams signaled openness to further rate cuts, and both Fed Funds Futures and Polymarket repriced December cut odds to >50%, helping ease recent concerns that the Fed might be making a policy error.EQUITY MARKET SENSITIVITIES: Equities...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Thu, November 20, 2025 | 8:52PM ET
DISCUSSED IN TODAY'S VIDEO:OVERSOLD INDICATORS ARE EXTREMELY STRETCHED: Bitcoin’s rolling 30-day return is in the 6th percentile since 2020, the 7-day return is in the 3rd percentile, and its deviation from the 50-day moving average has reached a z-score of roughly -2.8. These readings have only appeared during major stress events and historically tend to coincide with exhaustion in selloffs and the setup for multi-week bounces.ETF HOLDERS CAPITULATE: Spot Bitcoin ETFs have seen >$4 billion dollars of net outflows over the prior...
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
Crypto Media
Webinar
Webinar
Webinar
Webinar
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.
