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 • Tue, September 16, 2025 | 10:09PM ET
DISCUSSED IN TODAY'S VIDEO:Retail sales beat expectations, reinforcing the setup of monetary policy easing into a solid economy.Yield curve steepening points to growth optimism. Crypto rallied with BTC leading and ETH lagging, though mNAV expansion in ETH DATs suggests it could play catch-up in the days ahead.Dollar weakness remains a key tailwind, DXY breaking a 15-year trendline would be significant.BNB TRADE IDEA: Reports of easing DOJ oversight could pave the way for greater U.S. expansion by Binance, with BNB benefiting from...
By Sean Farrell, Head of Crypto Strategy • Mon, September 15, 2025 | 8:24PM ET
DISCUSSED IN TODAY'S VIDEO:HYPERLIQUID GAINING “MAJOR” STATUS: Strong user growth, $1.3B in annualized buybacks, and an 11% token holder yield position HYPE as this cycle’s leading candidate for the next “major.”ANALOG GOLD CONTINUES TO RUN: Gold hit another all-time high, while the real 10-year yield closed at its lowest since Oct ’24, reinforcing a constructive backdrop for Bitcoin and crypto into Q4.BASE TOKEN CATALYST: Coinbase confirmed it is exploring a Base token. Near term, this should pull liquidity and speculation onto Base, driving...
By Sean Farrell, Head of Crypto Strategy • Fri, September 12, 2025 | 2:35PM ET
CORE STRATEGY Source: Artemis, Fundstrat ADDING: HYPE CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat ADDING: HYPD, SONN ADDING HYPD & SONN TO EQUITIES BASKET AS HYPE CARVES A PATH TO $100 Every cycle, a new player emerges as the next “major.” In 2017, it was ETH. In 2021, it was SOL. In 2025, it is HYPE. Despite being only a few quarters old, HYPE has quickly established itself as a token with the potential to move beyond the crypto bubble and...
By Sean Farrell, Head of Crypto Strategy • Tue, September 9, 2025 | 10:40PM ET
DISCUSSED IN TODAY'S VIDEO:Nasdaq moving into tokenized equities reinforces tokenization as a secular trend.World (WLD) is building a universal digital identity layer, a use case with a large TAM and clear value proposition.Solana DAT inflows are substantial enough to warrant an increased allocation despite macro uncertainties. DISCLOSURE: I am an investor in the private round for both BMNR and OCTO. TICKERS IN THIS VIDEO: BTC 0.21% SOL 0.63%
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 | 59.50% | $5,950 | 0.0509 | $116,890 |
| ETH | 15.00% | $1,500 | 0.3274 | $4,582 |
| SOL | 10.00% | $1,000.00 | 4.05 | $246.64 |
| BONK | 1.00% | $100.00 | 4.0M | $0.0...515 |
| AERO | 2.50% | $250.00 | 190.70 | $1.31 |
| DOGE | 1.00% | $100.00 | 508,558 | $0.0002 |
| XRP | 1.00% | $100.00 | 32.53 | $3.07 |
| HYPE | 10.00% | $1,000.00 | 17.20 | $58.14 |
Crypto Media
Webinar
Understanding Crypto ‘Large Caps’ and How They Fit in Portfolios
Speakers, including:
Webinar
Webinar
Webinar
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.
