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 • Fri, February 27, 2026 | 8:06PM ET
DISCUSSED IN TODAY'S VIDEO:PRIVATE CREDIT STRESS BROADENING: Apollo announced markdowns within one of its BDCs. Alternative asset manager equities, already in a downtrend since mid-August, saw renewed pressure, with Apollo down roughly 9% intraday.HIGH-YIELD SPREADS MOVING IN THE WRONG DIRECTION: High-yield spreads have widened to new YTD highs. While spreads remain tight on an absolute basis, the rate of change matters more than the level. Given crypto's historically meaningful sensitivity to high-yield credit, this remains a critical input.GEOPOLITICAL RISK: Market-implied...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Thu, February 26, 2026 | 8:09PM ET
DISCUSSED IN TODAY'S VIDEO:OCC PROPOSAL INCREASES ODDS OF CLARITY ACT PASSAGE: The OCC released proposed rules to implement the GENIUS Act, taking a restrictive stance on stablecoin yield pass-through that aligns with the banking lobby and current Clarity Act language. While subject to a 60-day comment period, the proposal reduces regulatory uncertainty and likely increases the probability that the Clarity Act advances this year.CRYPTO DEMONSTRATES RELATIVE RESILIENCE AMID GEOPOLITICAL VOLATILITY: Escalatory rhetoric surrounding Iran briefly drove cross-asset volatility, with oil...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Wed, February 25, 2026 | 8:20PM ET
DISCUSSED IN TODAY'S VIDEO:STRONG UPSIDE SESSION. BTC rallied to just below $70,000, briefly tagging that level after the close. ETH/BTC and SOL/BTC each gained roughly 5%, with broad alt outperformance.INITIAL IMPULSE DRIVEN BY SHORT COVERING AND LIQUIDATIONS. The rally began around 8 p.m. ET on Tuesday alongside a sharp decline in Bitcoin open interest, with the price moving quickly from approximately $64,000 to $66,000. Funding rates were decisively negative heading into the move, indicating traders were leaning short and effectively...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Mon, February 23, 2026 | 7:39PM ET
DISCUSSED IN TODAY'S VIDEO:RISK-OFF TONE LED BY GROWTH EQUITIES. Crypto began selling off Sunday night, effectively front-running a broader risk-off move across equities. The decline coincided with renewed weakness in SaaS and other AI-exposed growth stocks, which accelerated lower as the AI disruption trade extended. Given crypto’s persistent correlation to higher-duration growth assets, it followed that weakness.MACRO CROSSCURRENTS REMAIN IN PLAY. The move is consistent with the macro pressures I highlighted last week, including stretched positioning across risk assets and...
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.
