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.
Latest Research
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Thu, December 11, 2025 | 7:34PM ET
DISCUSSED IN TODAY'S VIDEO:Yesterday, the FOMC delivered a broadly dovish package that included a 25 bps cut, improved growth and inflation projections, and the start of balance sheet expansion through $40B per month in bill purchases, which came in well above expectations and supports liquidity-sensitive assets.Market pricing remains far less dovish than the Fed’s outlier projections. There is room for rates to reprice lower if Hassett becomes Fed Chair and pulls the committee toward a more accommodative stance.In my view,...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Tue, December 9, 2025 | 7:49PM ET
DISCUSSED IN TODAY'S VIDEO:Crypto rallied strongly, with ETH and SOL outperforming, and BTC and ETH/BTC testing their respective yearly open levels. U.S. spot demand (likely driven by DATs) supported the move, reflected in notable Coinbase premiums. Tomorrow’s FOMC includes a widely expected 25 bp cut, but the key catalysts will be information on the hawk/dove divide and balance sheet guidance. While historical patterns suggest near-term chop after pre-FOMC strength, two-week returns post-FOMC tend to skew positive. It will be important for BTC and ETH...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Mon, December 8, 2025 | 7:18PM ET
DISCUSSED IN TODAY'S VIDEO:ETH/BTC continues to show signs of bottoming alongside persistent small-cap tech strength.MSTR surprised the market with nearly $1B in BTC purchases, funded by roughly $963M of equity and preferred issuance. The stock held up well despite the supply, signaling strong demand and reinforcing the idea that last week’s capitulation may have marked a local low.mNAV multiples are expanding again, suggesting capital is beginning to return to the ecosystem through this channel.FOMC is the major macro event this...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Fri, December 5, 2025 | 7:15PM ET
DISCUSSED IN TODAY'S VIDEO:Positioning has reset materially with oversold BTC readings, capitulation in IBIT and MSTR, negative funding and declining open interest, improving U.S. spot demand, and early signs of a turn in ETF and stablecoin flow trends.Macro and liquidity conditions are shifting in a supportive direction as Fed net liquidity bottoms, high-yield spreads stabilize, the dollar weakens, and small-cap tech outperforms, creating a backdrop that historically favors BTC and strengthens the setup for ETH and alts if BTC can...
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.
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Latest Crypto Guides
Access our library of educational guides to better understand and navigate the crypto markets. Whether you’re a novice or a veteran to crypto, we have the tools to advance your knowledge of this emerging asset class.
