A Historically Momentous Week, Increasing ETH Exposure

Name: FS Insight
Price range: $$$

May 21, 2024

Author

In today’s video, we discuss the SEC's sudden shift in stance regarding Ethereum spot ETFs, which could result in 19b-4s being approved as early as tomorrow morning. Therefore, we are increasing our Core Strategy allocation to ETH and ETH-adjacent assets.

The chart in this report is only accessible to members

Unlock this page with a FREE 30-Day Trial!

*Free trial available only on a monthly plan

Already a member?

Reports you may have missed

Discussing the Hot Start to July and the Implications of the SEC Lawsuit on LDO

Comments

By Sean Farrell • Jul 2, 2024

In today's video, we discuss the SEC lawsuit against ConsenSys, our revised ETH ETF timeline, some encouraging flows data, as well as some sentiment and flows data that we would like to see improve. https://vimeo. com/974544257/71ab339cd1? share=copy

ETH ETFs Could See $5B in First 5 Months

Comments

By Sean Farrell • Jun 27, 2024

In today's video, we discuss what OPEC can teach us about the current crypto market, potential tailwinds from less miner selling, our view on aggregate demand for BTC, and why we think ETH ETF flows will surprise investors to the upside. https://vimeo. com/970242747/b1569d3e4a? share=copy

Discussing the ETH ETF Setup

Comments

By Sean Farrell • Jun 25, 2024

In today's video, we discuss the today's market recovery, analyze yesterday's sell-off, and explore what the market is overlooking in the lead-up to the ETH ETF launch. https://vimeo. com/968326240/4bf02833a8? share=copy