Asset Appearances
Crypto - Crypto Strategy
The Great Decoupling
WHAT HAPPENS WHEN BONDS HAVE A HIGH EMISSIONS SCHEDULE Traditional markets have undeniably faced a whirlwind of volatility over the past week. The bond market...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
Crypto - Funding Fridays
Sustainable Bitcoin Mining
Total funding doubled week over week, rising to $373m compared to $180m raised last week. Most of the funds raised came from one Mining deal,...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
Crypto - Crypto Strategy
Liquidity Rising
DOVISH FED STATEMENT On Wednesday, the Federal Reserve raised the target Fed Funds rate range by 25 basis points (BPS), marking the ninth increase in...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
Crypto - Crypto Strategy
Looking For Contagion
MAPPING POSSIBLE CONTAGION Recently, we have discussed the risk of further drawdowns from the fallout from FTX as the reason for not being too aggressive...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
Crypto - Crypto Strategy
Skate to Where the Puck is Going
DESPITE MARKET PULLBACK, JACKSON HOLE WAS NOTHING OF SUBSTANCE Fed Chair Jerome Powell took to the microphone on Friday afternoon for the first time since...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
Crypto - Crypto Strategy
Hacks, Forks, and Hash Rate
NOT-SO-PRIVATE KEYS This week started with a pair of high-profile exploits – the first of which came in the form of a bridge hack, as...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
Crypto - Market Update
ETH ETFs Reveal Fees, Potential Consolidation in Mining Industry
CRYPTO MARKET UPDATE THE CRYPTO MARKET MOVED HIGHER IN THE EARLY MORNING HOURS AND IS NOW CONSOLIDATING POST-US MARKET OPEN. BTC -0.81% once again challenged the...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
First to Market
Diversify Or Die
A daily market update from FS Insight — what you need to know ahead of opening bell "Luck is a very thin wire between survival...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
Crypto - Market Update
Rates Lower and BTC Higher Post-PMI, Ethena Standing Out Among Stablecoins
CRYPTO MARKET UPDATE BTC -0.81% HAS RETRACED A PORTION OF ITS EARLY MORNING GAINS BUT REMAINS DECISIVELY GREEN ON THE DAY, NOW TRADING BACK ABOVE $69K....
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
Crypto - Crypto Strategy
The Great Decoupling
WHAT HAPPENS WHEN BONDS HAVE A HIGH EMISSIONS SCHEDULE Traditional markets have undeniably faced a whirlwind of volatility over the past week. The bond market...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
Crypto - Funding Fridays
Sustainable Bitcoin Mining
Total funding doubled week over week, rising to $373m compared to $180m raised last week. Most of the funds raised came from one Mining deal,...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
Crypto - DeFi Digest
Long Thesis - Aave
FIGURE: PEPE LEARNING ABOUT GHO AFTER BEING RUGGED BY UST Source: Fundstrat INTRODUCTION Founded by Stani Kuchelov, Aave (formerly LEND) is the largest DeFi lending...
Unlock full access to Fundstrat’s research — now at our lowest price of 2025.
You’ve reached your 2 free reports this month.
Visitor: cddf0d-c0636b-17d00c-927a43-7b31ef Array ( [cookie] => cddf0d-c0636b-17d00c-927a43-7b31ef [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.36 )
