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, August 8, 2025 | 7:34PM ET
CORE STRATEGY We will address changes at the end of this note. Source: Artemis, Fundstrat CRYPTO EQUITIES PORTFOLIO Source: TradingView, Fundstrat QUICK SIDENOTESWe produced an ETH chart deck for clients this week. You can find the report HERE.I will be traveling next week and will not be publishing during that time. I understand this coincides with CPI week, and I appreciate your patience and understanding. If a crypto-related emergency arises, I will do my best to share thoughts on the...
By Sean Farrell, Head of Crypto Strategy • Thu, August 7, 2025 | 9:41PM ET
DISCUSSED IN TODAY'S VIDEO:FED GOVERNOR NEWS DRIVES MARKETS – Morning reports of Chris Waller in the running gave way to confirmation that Trump plans to nominate Stephen Miran, chair of the Council of Economic Advisors.BEARISH DOLLAR – Miran advocates using tariffs and a weaker dollar to correct trade imbalances and has outlined coordinated Fed and Treasury measures to push the dollar lower.MARKET REACTION – The DXY dropped sharply on the news while BTC and alts rallied. The Coinbase premium spiked into the US...
By Sean Farrell, Head of Crypto Strategy • Tue, August 5, 2025 | 8:07PM ET
DISCUSSED IN TODAY'S VIDEO: A weaker-than-expected Services PMI sparked an initial sell-off, but high-yield credit rallied, Treasuries remained under pressure, and small caps outperformed. ETH’s relative strength has diverged from small-cap performance in recent weeks, driven by growing interest in stablecoins and tokenization, along with steady demand from ETH-focused digital asset treasury (DAT) companies. DATs collectively hold approximately $7 billion in ETH and currently trade at around 1.4x NAV. At current premium levels, estimated incremental buy pressure from DATs stands near $2.5 billion. BMNR and...
By Sean Farrell, Head of Crypto Strategy • Mon, August 4, 2025 | 8:48PM ET
DISCUSSED IN TODAY'S VIDEO:NEAR-TERM RISKS: possible Fed "mistake", upcoming TGA refill that may drain liquidity, unfavorable August–September seasonality, and capital flows turning negative.CUT ODDS RISE: Friday’s weak NFP and Fed Governor Adriana Kugler’s resignation meaningfully increased the probability of a September rate cut.MEDIUM-TERM OPPORTUNITY: A rate cut into a slowing but growing economy, steady unemployment, and above-target inflation is a bullish mix for crypto.PRICE ACTION CHECK: Monday’s rebound was encouraging. A Bitcoin break above its down-trend line and a fresh...
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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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.
