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 • Thu, October 30, 2025 | 6:59PM ET
DISCUSSED IN TODAY'S VIDEO:BROAD RISK-OFF DAY: Crypto and equities both sold off, with digital assets showing an outsized reaction. However, the VIX, high-yield credit, and bond markets painted a more measured picture.LIQUIDITY STRAINS FROM SHUTDOWN: The ongoing government shutdown may be putting additional near-term pressure on liquidity conditions, reflected in a widening SOFR–RRP spread and increased use of the Fed’s standing repo facility as Treasury payments remain frozen.INTRA-MONTH SEASONALITY EFFECTS: Weakness tied to systematic flows and profit-taking should fade as November begins.POSSIBLE MSTR...
By Sean Farrell, Head of Crypto Strategy • Tue, October 28, 2025 | 8:42PM ET
DISCUSSED IN TODAY'S VIDEO:"SNEAKY" RISK-OFF SESSION: Crypto rolled over sharply this afternoon as broader markets weakened beneath the surface despite headline indices making new highs.DAT SELLING PRESSURE: Reports of smaller digital asset treasuries selling crypto to close NAV discounts added short-term noise but were not the main driver of today’s move.FOMC: Markets expect a 25 bp cut, but the key variable is Powell’s tone and commentary around balance sheet policy.SOL ETF DEBUT: Solana’s ETF launched with record YTD trading volume on the NYSE.PERFORMANCE CHASE...
By Sean Farrell, Head of Crypto Strategy • Mon, October 27, 2025 | 8:30PM ET
DISCUSSED IN TODAY'S VIDEO:ODDS OF POSITIVE TRADE RESOLUTION INCREASING: Reports of progress in U.S.–China negotiations over the weekend meaningfully raise the odds of a market-friendly outcome. The market remains conditioned to buy the “TACO” trade, and both sides are incentivized to avoid a growth scare. The news sparked a sharp rally in crypto, reinforcing a bullish Q4 outlook.HYPE DEMONSTRATING STRENGTH: Crypto prices moved sharply higher, with HYPE/BTC up roughly 50% from the lows. Hyperliquid buybacks have reached nearly $100 million in October,...
By Tom Couture, Vice President of Crypto Strategy • Mon, October 27, 2025 | 1:09PM ET
KEY SLIDES FROM THIS REPORT: ARTIFICIAL INTELLIGENCE IS EVERYWHERE AGENTS ARE CHANGING THE AI STACK COMMUNICATION REMAINS A LIMITING FACTOR VIRTUALS PROTOCOL – STRIPE FOR AI AGENTS VIRTUALS’ AGENTS SPAN ALL SECTORS VIRTUALS’ AGENT COMMERCE PROTOCOL VIRTUALS IS THE ONLY FULL-LIFECYCLE A2A PROTOCOL VIRTUALS INVESTMENT CASE TICKERS IN THIS REPORT: VIRTUAL -16.91%
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 | 40.00% | $4,000.00 | 0.0372 | $107,670.71 |
| ETH | 30.00% | $3,000.00 | 0.7936 | $3,780.29 |
| SOL | 12.00% | $1,200.00 | 6.55 | $183.35 |
| BONK | 1.00% | $100.00 | 7.7M | $0.0...299 |
| AERO | 5.00% | $500.00 | 494.44 | $1.01 |
| DOGE | 1.00% | $100.00 | 549.29 | $0.1821 |
| XRP | 1.00% | $100.00 | 41.16 | $2.43 |
| HYPE | 10.00% | $1,000.00 | 22.25 | $44.95 |
Crypto Media
Webinar
The Agentic Economy: Where Crypto Meets AI
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.
