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, October 7, 2025 | 9:14PM ET
DISCUSSED IN TODAY'S VIDEO:RISK-OFF DRIVEN BY AI MARGIN CONCERNS: Broader market weakness followed reports of Oracle’s thin AI cloud margins, rather than crypto-specific factors or changes in Fed expectations.BITCOIN MINERS SHOW RELATIVE STRENGTH: Power cost sensitivity in AI infrastructure highlights the leverage of energy-efficient compute providers. Bitcoin miners such as WULF, CIFR, IREN, HIVE, BITF, and GLXY outperformed.GOLD-TO-BITCOIN ROTATION THESIS INTACT: Gold’s rally toward $4,000 reinforces Bitcoin’s long-term “digital gold” narrative. Each re-rating higher in gold raises Bitcoin’s potential store-of-value ceiling.HYPERLIQUID FUNDAMENTALS RESILIENT: Despite...
By Sean Farrell, Head of Crypto Strategy • Mon, October 6, 2025 | 8:46PM ET
DISCUSSED IN TODAY'S VIDEO:STRONG CAPITAL INFLOWS: Bitcoin ETFs saw $2.5B in trailing 7-day inflows, ETH added $800M, and stablecoin market cap grew by $5B, underscoring sustained spot demand and capital rotation into crypto.GALAXY EXPANSION: Galaxy Digital hit a new all-time high on the launch of Galaxy One, a consumer platform offering yield products, equities, and crypto trading, a strategic move to compete with Coinbase and Robinhood.ETF STAKING BREAKTHROUGH: Grayscale enabled staking for its ETH ETFs and Solana Trust, a major development likely to...
By Sean Farrell, Head of Crypto Strategy • Wed, October 1, 2025 | 10:29PM ET
DISCUSSED IN TODAY'S VIDEO:DOVISH OUTLOOK: With the government shutdown halting NFP and unemployment data, the Fed will likely head into the next FOMC without updated labor numbers, reinforcing a dovish bias. ADP payrolls missed expectations, but were not enough to trigger growth fears.FLOWS AND PARTICIPATION RISING: MSTR’s rebound is encouraging, Bitcoin ETFs have seen multiple strong inflow days, and trading volumes are climbing across BTC and ETH, signaling renewed investor participation.GOLD-TO-BITCOIN ROTATION: Gold looks stretched and crowded, while historical patterns suggest flows could...
By Sean Farrell, Head of Crypto Strategy • Tue, September 30, 2025 | 10:13PM ET
DISCUSSED IN TODAY'S VIDEO:ROBINHOOD STRENGTH: HOOD has surged on prediction market traction (>$2B Q3 volume), underscoring its ability to execute and monetize Gen Z through a full financial product suite.COINBASE CATCH-UP TRADE: With HOOD’s market cap now ~50% above COIN, Coinbase may look to accelerate product launches (tokenized equities, prediction markets). Combined with a supportive crypto backdrop, this sets up Q4 as a potential catch-up opportunity.MACRO BACKDROP SUPPORTIVE: Soft JOLTS data and a likely government shutdown reinforce a dovish October Fed outlook and...
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 | 0.0491 | $121,193 |
| ETH | 15.00% | $1,500 | 0.3462 | $4,333 |
| SOL | 10.00% | $1,000.00 | 4.54 | $220.23 |
| BONK | 1.00% | $100.00 | 5.2M | $0.0...923 |
| AERO | 2.50% | $250.00 | 236.14 | $1.06 |
| DOGE | 1.00% | $100.00 | 409.76 | $0.2440 |
| XRP | 1.00% | $100.00 | 35.77 | $2.80 |
| HYPE | 10.00% | $1,000.00 | 22.33 | $44.77 |
Crypto Media
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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.
