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.

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Latest Research

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By Sean Farrell, Head of Crypto Strategy • Thu, October 30, 2025 | 6:59PM ET

DISCUSSED IN TODAY'S VIDEO:BROAD RISK-OFF DAY: Crypto and equities both sold off, with digital assets showing an outsized reaction. However, the VIX, high-yield credit, and bond markets painted a more measured picture.LIQUIDITY STRAINS FROM SHUTDOWN: The ongoing government shutdown may be putting additional near-term pressure on liquidity conditions, reflected in a widening SOFR–RRP spread and increased use of the Fed’s standing repo facility as Treasury payments remain frozen.INTRA-MONTH SEASONALITY EFFECTS: Weakness tied to systematic flows and profit-taking should fade as November begins.POSSIBLE MSTR...

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By Sean Farrell, Head of Crypto Strategy • Tue, October 28, 2025 | 8:42PM ET

DISCUSSED IN TODAY'S VIDEO:"SNEAKY" RISK-OFF SESSION: Crypto rolled over sharply this afternoon as broader markets weakened beneath the surface despite headline indices making new highs.DAT SELLING PRESSURE: Reports of smaller digital asset treasuries selling crypto to close NAV discounts added short-term noise but were not the main driver of today’s move.FOMC: Markets expect a 25 bp cut, but the key variable is Powell’s tone and commentary around balance sheet policy.SOL ETF DEBUT: Solana’s ETF launched with record YTD trading volume on the NYSE.PERFORMANCE CHASE...

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By Sean Farrell, Head of Crypto Strategy • Mon, October 27, 2025 | 8:30PM ET

DISCUSSED IN TODAY'S VIDEO:ODDS OF POSITIVE TRADE RESOLUTION INCREASING: Reports of progress in U.S.–China negotiations over the weekend meaningfully raise the odds of a market-friendly outcome. The market remains conditioned to buy the “TACO” trade, and both sides are incentivized to avoid a growth scare. The news sparked a sharp rally in crypto, reinforcing a bullish Q4 outlook.HYPE DEMONSTRATING STRENGTH: Crypto prices moved sharply higher, with HYPE/BTC up roughly 50% from the lows. Hyperliquid buybacks have reached nearly $100 million in October,...

Crypto Research

By Tom Couture, Vice President of Crypto Strategy • Mon, October 27, 2025 | 1:09PM ET

KEY SLIDES FROM THIS REPORT: ARTIFICIAL INTELLIGENCE IS EVERYWHERE AGENTS ARE CHANGING THE AI STACK COMMUNICATION REMAINS A LIMITING FACTOR VIRTUALS PROTOCOL – STRIPE FOR AI AGENTS VIRTUALS’ AGENTS SPAN ALL SECTORS VIRTUALS’ AGENT COMMERCE PROTOCOL VIRTUALS IS THE ONLY FULL-LIFECYCLE A2A PROTOCOL VIRTUALS INVESTMENT CASE TICKERS IN THIS REPORT: VIRTUAL -16.91%

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.

Realized Market Cap: BTC

Source : Glassnode

Updated : 2025-10-30

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Realized Market Cap: ETH

Source : Glassnode

Updated : 2025-10-30

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Crypto Core Strategy Portfolio

Our current crypto portolfio

Portfolio Distribution

Sample $10,000 Deployment

TICKER WEIGHT VALUE QTY ASSETS PRICE
BTC 40.00% $4,000.00 0.0372 $107,670.71
ETH 30.00% $3,000.00 0.7936 $3,780.29
SOL 12.00% $1,200.00 6.55 $183.35
BONK 1.00% $100.00 7.7M $0.0...299
AERO 5.00% $500.00 494.44 $1.01
DOGE 1.00% $100.00 549.29 $0.1821
XRP 1.00% $100.00 41.16 $2.43
HYPE 10.00% $1,000.00 22.25 $44.95

Crypto Media

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