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 • Tue, December 2, 2025 | 8:44PM ET
DISCUSSED IN TODAY'S VIDEO:Bitcoin led today’s rebound (dominance higher) on strong volume. This suggests better odds of a sustained move and provides confirmation that the idiosyncratic seller is gone.Despite the rally, funding remains negative, signaling ongoing bear complacency and potential for short covering if BTC holds strength.Follow-through after yesterday’s capitulation-like setup strengthens the case that MSTR may have bottomed.U.S. spot demand is returning as the Coinbase–Binance spread continues trending higher.Vanguard allowing crypto ETFs is a meaningful sentiment shift and could...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Mon, December 1, 2025 | 9:07PM ET
DISCUSSED IN TODAY'S VIDEO:Today’s move was sparked by macro drivers (yields, JPY rally, risk lower) but amplified by concerns tied to MSTR and increasingly skittish bulls.MSTR shifted its narrative by openly entertaining BTC sales for the first time, something previously viewed as off-limits, even though it was always implicitly possible given their collateralization framework.Despite this apparent willingness to sell BTC, investors seem to be overreacting, considering the company has already raised roughly 21 months of preferred dividends.What concerns me more...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Tue, November 25, 2025 | 6:37PM ET
DISCUSSED IN TODAY'S VIDEO:HASSETT TRIAL BALLOON: Markets interpreted Kevin Hassett’s emergence as Trump’s top Fed Chair pick as a dovish signal.DOVISH REPRICING POTENTIAL: Fed Funds futures for next Dec sit near 3%, above Miran’s 2.50 to 2.75 preference, leaving room for further dovish adjustment (good for crypto).BANK CAPITAL RELIEF: FDIC easing of the Enhanced Supplementary Leverage Ratio supports Treasury liquidity and lending, which on the margin is a positive for the coins.RISK ASSETS APPROVED: Small caps, equal weight S&P, high...
By Sean Farrell, Head of Digital Asset Strategy, Fundstrat • Mon, November 24, 2025 | 7:21PM ET
DISCUSSED IN TODAY'S VIDEO:BIG VOLUME = SELLER ABSORPTION: IBIT posted its highest volume since inception on Friday, likely reflecting significant seller demand being absorbed. Today’s follow-through reinforced that signal.FORCED SELLERS LIKELY GONE (FOR NOW): BTC finally provided beta to the S&P 500 again, tracking broader risk assets. That’s a strong indication that the forced/motivated sellers who dominated the past few weeks are no longer active.U.S. SPOT DEMAND IMPROVING: The Coinbase–Binance spread flipped into a clear U.S. premium during market hours for the first...
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.
