Financial Research

Crypto Blast

Crypto Blast

In our Friday note, we reiterated our long and medium term bullish view on crypto from our Mid-Year 2021 Crypto Outlook call last Wednesday, but discussed how markets could see some weekend volatility and a little protection to manage risk might not hurt. Crypto markets...

Bitcoin Holding $30k During Weekend Sell-Off & Rallying After U.K Regulatory Actions is an Encouraging Change in Market Reaction to Bad News

Crypto prices could be volatile over the weekend and taking off some risk or buying some protection might not hurt

As our clients know, we are long term bullish on crypto. As recent as this Wednesday, we held our Mid-Year 2021 Crypto Outlook call and discussed macro factors that lean towards medium term bullishness as well. But, over the coming weekend, we might be inclined to take some risk off...

Massively deleveraged market sees big bounce; Elon Musk & Michael Saylor making Bitcoin "greener" bodes well for ESG narrative and institutional adoption

We’re writing a bit more often as of late given the recent market volatility. In our blast yesterday, we highlighted how forced liquidations may be coming to an end and asked if we could see a short-term bounce on seller exhaustion – today that’s what we got. Crypto bounced massively...

Are forced liquidations nearing an end?

It’s been a scary last two weeks in crypto markets.  We’ve seen crypto come under criticism from the billionaire Elon Musk, the Chinese national government, and now even top religious institutions with comments form the Pope.  As a result we’ve seen normal mid market cycle selling pressure intensify to cause...

Bitcoin correction may be painful, but here are 9 signs the market is too bearish, and we’re close to a bottom

In our crypto note to clients last Wednesday, we highlighted that this sell-off could set Bitcoin up for a new all-time high. But we also pointed out that we thought the “market may need to get a little more bearish first.” Bitcoin has since moved about 15% lower from $50k...

Is Bitcoin really bad for the environment and could Tesla be about to make it “greener”? Either way, this may be the sell-off that sets Bitcoin up for new all-time highs

Crypto selling off on news Tesla will stop accepting Bitcoin for payments due to environmental concerns We think the news is overblown and wouldn’t be surprised if Tesla is signaling plans to make crypto “greener” Bitcoin has been consolidating for months as market dominance has been falling but this sell-off...

FLASH: Bitcoin healthy cool off over weekend resets margin leverage but does not signal end of bull market as “Dogecoin” retail traders are now entering the market

Bitcoin made new ATHs last Wednesday as investors piled in ahead of the Coinbase IPO. As we mentioned in our note last Friday (click this link), we thought a “crypto cooling off would be heathy” – and that’s what we got over the weekend. Source: FSInsight, Glassnode Futures open interest...

  • Crypto Blast
February 17

Diamond Standard: The First Blockchain-Enabled Diamond Commodity

Disclosure: Diamond Standard is a paid consulting client of Fundstrat Diamond Standard Co. is the creator of the world’s first regulator-approved diamond commodity, the Diamond Standard Coin. The physical diamond commodity with its blockchain-enabled digital token representation is an innovative new asset that we have been following with interest. As...

  • Crypto Blast
February 2

FSInsight Exclusive Interview with Miami Mayor Francis Suarez

Leeor Shimron: Mayor Suarez, it is great to meet you. Mayor Francis Suarez: Great to meet you too. Leeor Shimron: Let’s jump right in. You’ve been very public with your statements about making Miami a tech hub and transforming the city by being inviting towards talent and innovators. What specific...

  • Crypto Blast
January 14

Big Tech's De-platforming Binge Highlights The Need For Web 3.0

Following the U.S. Capital riot last week, Big Tech coordinated the de-platforming of President Trump. Twitter followed suit by suspending 70,000 accounts associated with the far-right QAnon conspiracy theory group. Parler, the social media platform billing itself as a “free-speech paradise” was the next target as Apple and Google banned...

  • Crypto Blast
January 5

OCC Greenlights Bank Stablecoins: Opens TAM of ~200B Annual Public Blockchain Transactions = Good For Crypto

For a full copy of this report in PDF format, click this link. Yesterday afternoon, the U.S. Office of the Comptroller of the Currency (OCC) issued interpretive guidance clarifying that federally chartered banks may participate in independent node verification networks (INVN i.e., public blockchains/crypto networks) and use stablecoins for payment...

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