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 Tom Couture, Vice President of Crypto Strategy • Fri, August 30, 2024 | 5:01PM ET
WEEKLY RECAP Weekly totals in fundraising and deal count showed slight decreases week over week. Total funding fell 7% from $199 million to $185 million, and deal count dropped 11% from 27 to 24. Infrastructure has dominated the month of August, making up 65% of the month’s funding and comprising 70% of this week’s total. Gaming and DeFi made up the majority of the remaining funding, representing 14% and 11% of the total, respectively. The week's largest deal was an...
By Tom Couture, Vice President of Crypto Strategy • Fri, August 30, 2024 | 1:42PM ET
MARKET UPDATE U.S. EQUITIES ARE RELATIVELY FLAT ON THE FINAL DAY OF TRADING FOR AUGUST, WITH THE ^SPX 0.91% OSCILLATING AROUND $5,600 AND THE NDQ TRADING NEAR $19,400. Rates and the dollar are gaining today despite PCE and Consumer Confidence data providing more assurance that inflation is receding. Crypto is underperforming, with BTC 0.08% falling to $58.5k and ETH -0.01% at $2,450, as ETF flows and spot volumes have been muted this week. Through yesterday, Bitcoin ETFs saw approximately $102 million in weekly...
By Sean Farrell, Head of Crypto Strategy • Thu, August 29, 2024 | 11:12PM ET
In this week’s video, we discuss the recent lack of spot market volumes and how historical data indicates that volumes are likely to bottom out this week. We also explore why the outcome of Jackson Hole significantly reduces the likelihood of a cyclical downturn for crypto in the near term. https://vimeo. com/1004329827/c4c84bbbd7? share=copy TICKERS IN THIS VIDEO: BTC 0.08%
By Sean Farrell, Head of Crypto Strategy • Thu, August 29, 2024 | 9:18PM ET
LOWER VOLUMES PERSIST Earlier this week, we witnessed approximately $2B in open interest being unwound within a matter of hours—a significant forced deleveraging event for an otherwise uneventful Tuesday, lacking a clear catalyst. In our view, the selloff was largely technical and indicative of the negative seasonality we've been discussing recently. To backtrack, Monday and Tuesday followed a dovish Fed pivot at Jackson Hole, sparking a sharp rally in soft-landing plays like IWM and KRE—BTC included. However, by Tuesday, this...
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 | 60.00% | $6,000 | 0.1016 | $59,065 |
| SOL | 12.50% | $1,250 | 9.18 | $136 |
| ETH | 10.00% | $1,000 | 0.3971 | $2,518 |
| USDC | 10.00% | $1,000 | 1,000 | $1.0000 |
| STX | 2.50% | $250 | 164 | $1.52 |
| MKR | 2.50% | $250 | 0.1421 | $1,759 |
| HNT | 2.50% | $250 | 35 | $7.08 |
Crypto Media
Webinar
Webinar
Crypto Video
Jackson Hole Eliminates “Plane Climbing” Scenario for Crypto, Historical Data Suggests Volumes Bottom This Week
In this week’s video, we discuss the recent lack of spot market volumes and how historical data indicates that volumes are likely to bottom out this week. We also explore why the outcome of Jackson Hole significantly reduces the likelihood of a cyclical downturn for crypto in the near term. https://vimeo. com/1004329827/c4c84bbbd7? share=copy TICKERS IN THIS VIDEO: #BTC
Presenter:
Crypto Video
Illiquid Summer Market Likely Behind Drawdown, MKR Endgame Advances
In today's video, we analyze recent constructive flows data, explore the downside volatility seen after the US market close, discuss the MKR rebrand, and examine how HPC miners could benefit from an expected NVDA earnings beat. https://vimeo. com/1003406109/b257da9c1b? share=copy TICKERS IN THIS VIDEO: #BTC #MKR
Presenter:
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.
