Asset Appearances
Crypto - Crypto Strategy
Adding DePIN Exposure and SOL Beta Through HNT (Core Strategy Rebalance)
FLOWS BEGET MORE FLOWS We have recently discussed the potential return of crypto being correlated with equities due to the new category of market participants...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Crypto Strategy
FIL Presents Compelling Upside
ETH GAINING RELATIVE MOMENTUM Given the success of Solana and Bitcoin's persistent dominance in this bull market, many have been quick to write off ETH....
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Crypto Strategy
The Game Is Changing
BREAKING AWAY While we maintain that macro conditions are still the most critical factor in assessing the medium/long-term trajectory of BTC prices, daily returns of...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Crypto Strategy
Compelling Case for Continuation
WEATHERING THE STORM Heading into Q1, the key risks identified were: (1) A potential QRA supply shock, as long-term interest rates could surge due to...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Crypto Strategy
Rates Tell the Story
QRA IN LINE WITH MARKET EXPECTATIONS _THE RESULTS_ The Treasury’s quarterly refunding announcement (QRA) was the first of two major macro events to transpire on...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Crypto Strategy
The Gameplan
THE GBTC PROBLEM We have been watching spot BTC ETF flows closely since their launch two weeks ago, and while overall net flows remain decidedly...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Market Update
Derisking Continues After NFP Data, Celestia Releases 1GB Block Roadmap
MARKET UPDATE Risk assets are selling off following the release of Non-Farm Payrolls data this morning, showing 142k payrolls added in August compared to 165k...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Market Update
Strong Jobs Data Sparks BTC Push to $60k, Ripple Secures a Positive Outcome vs SEC
CRYPTO MARKET UPDATE Risk markets are surging this morning, seemingly catalyzed by stronger-than-expected weekly jobless claims, which have alleviated many recession-driven fears, leading to a...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Market Update
Strong Jobs Data Sparks BTC Push to $60k, Ripple Secures a Positive Outcome vs SEC
CRYPTO MARKET UPDATE Risk markets are surging this morning, seemingly catalyzed by stronger-than-expected weekly jobless claims, which have alleviated many recession-driven fears, leading to a...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Market Update
DTCC and ChainLink Complete Pilot Program, HKMA Enables e-CNY Payments
MARKET COMMENTARYU.S. EQUITIES ARE RELATIVELY FLAT AS THEY CONSOLIDATE ABOVE PRIOR ALL-TIME HIGHS. THE SPX IS TRADING AT 5,300, AND THE NDQ IS HOVERING NEAR...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Market Update
Record-Setting BTC Inflows, Coinbase to Issue $1B in Convertible Notes
BTC surged in the overnight hours, nearing $74k, following a day of record inflows into spot ETF products. It's now trading around $72.5k. ETH is...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
Crypto - Market Update
Bitcoin Makes New All-Time High, NIM Network Submits First RollApp Proposal
In a volatile day, BTC (-4.51%) has made a new all-time high, briefly surpassing $69k before retracing to the low $65k range. ETH (+1.55%) is...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In 51a5a1-fbd647-28100d-302320-bee787
Visitor: 51a5a1-fbd647-28100d-302320-bee787 Array ( [cookie] => 51a5a1-fbd647-28100d-302320-bee787 [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 18.189.188.113 )
