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 Crypto Strategy • Fri, May 30, 2025 | 1:03PM ET
CORE STRATEGY Crypto’s recent underperformance relative to equities, coupled with a sharp BTC-SPX correlation breakdown, is a data point worth watching. We’re not rushing to de-risk, but we are monitoring the setup closely. The trade war legal saga has injected more uncertainty into markets but is also likely to result in a less aggressive tariff regime. This is disinflationary in the near-term, may widen the deficit further, but could challenge the policy framework around the proposed "Big Beautiful Bill.” Meanwhile,...
By Tom Couture, Vice President of Crypto Strategy • Fri, May 30, 2025 | 11:11AM ET
MAY RECAP After April saw a multi-year high in monthly funding, May’s total funding cooled significantly to $553 million, while deal count held relatively steady at 77 deals. Despite lower funding, stablecoin/payments related companies were a bright spot in May, with companies such as Plasma (DotM), Conduit, and Beam all raising capital. Infrastructure accounted for nearly three-quarters of total funding and about half of all deals. DeFi was the second leading category, totaling $88 million across 18 deals. Funding was...
By Sean Farrell, Head of Crypto Strategy • Thu, May 29, 2025 | 8:49PM ET
In today’s update, we break down crypto’s underperformance relative to equities, highlighting a key correlation rollover that has historically signaled major market turning points. While it’s too early to turn outright bearish, the setup warrants close attention. We also cover the latest legal developments in the U.S. trade war, implications for macro positioning, and why Ethereum remains a relative bright spot despite Bitcoin’s recent weakness. TICKERS IN THIS VIDEO: BTC -1.62%
By Sean Farrell, Head of Crypto Strategy • Tue, May 27, 2025 | 8:34PM ET
Markets rebounded over the weekend after Trump signaled progress on EU trade talks, helping crypto regain its footing. In today’s update, we break down the sovereign bond rally sparked by Japan’s issuance shift, highlight a new corporate Bitcoin buyer, and explore why ETH may be setting up for further outperformance. We also dive into why crypto underperformed equities during the U.S. session. Plus, a look at Bitcoin’s latest golden cross and what it could signal for the road ahead. https://vimeo....
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.
Crypto Core Strategy Portfolio
Our current crypto portolfio
Portfolio Distribution
Sample $10,000 Deployment
| TICKER | WEIGHT | VALUE | QTY ASSETS | PRICE |
|---|---|---|---|---|
| BTC | 55.00% | $5,500 | 0.0527 | $104,447 |
| ETH | 15.00% | $1,500 | 0.5831 | $2,572 |
| SOL | 15.00% | $1,500 | 9.36 | $160.20 |
| HNT | 2.50% | $250.00 | 74.52 | $3.35 |
| JTO | 2.50% | $250.00 | 152.87 | $1.64 |
| BONK | 2.50% | $250.00 | 15M | $0.0...705 |
| AERO | 2.50% | $250.00 | 472.09 | $0.5296 |
| DOGE | 2.50% | $250.00 | 1.6M | $0.0002 |
| XRP | 2.50% | $250.00 | 114.16 | $2.19 |
Crypto Media
Webinar
Webinar
Webinar
Webinar
BNB Chain: Building Towards the "One BNB" Vision
Speakers, including:
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.
