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.

crypto vector

Latest Research

Market Update

By Tom Couture, Vice President of Crypto Strategy • Tue April 23

U.S. Treasury rates and the DXY (-0.46%) are sliding today following weaker-than-expected S&P Flash PMI data, helping catalyze a 1% rally in equity indices. Manufacturing PMI came in at 49.9 vs. 52.0 expected, and Services PMI read 50.9 vs. 52.0 expected. Bitcoin miners have benefited as rates retreat and transaction revenue remains elevated, with $RIOT, #CLSK, and $MARA showing weekly gains of 26%, 16%, and 14%, respectively. Crypto assets are mixed with #BTC (-0.18%) holding at $66.7k and #ETH (+1.48%) climbing to $3,250....

Market Update

By Sean Farrell, Head of Crypto Strategy • Mon April 22

After significantly outperforming equities leading up to its halving event on Friday, #BTC continued its upward trend over the weekend, now trading just below $66k. #ETH has generally followed suit, although continuing to lag behind BTC, with its current price around $3200. #SOL, meanwhile, has continued its strong rebound from the recent price slide, reaching $156 yesterday, currently trading slightly below that level. The crypto market is broadly performing well today, with no particular themes overshadowing others, but some noteworthy...

Market Update

By Sean Farrell, Head of Crypto Strategy • Fri April 19

Happy Halving Day to all. It has been another volatile 24 hours for crypto markets, with war-related headlines sending risk assets lower overnight. #BTC briefly dipped below the $60k mark but has since recouped all its losses and is now trading above $64k. #ETH followed BTC's initial drop, trading below $2900 last night, but it has now rebounded to above $3000. #SOL has shown remarkable resilience amid the turmoil, now trading above $145 after briefly falling below $130. Other standout...

Comments

By Sean Farrell, Head of Crypto Strategy • Thu April 18

In today's video, we rehash some of the near-term uncertainties plaguing risk assets and why we think markets will find their footing in May. https://vimeo. com/936467903/57b7ce9a43? share=copy

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.

Realized Market Cap: BTC

Source : Glassnode

Updated : 2024-04-23

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Realized Market Cap: ETH

Source : Glassnode

Updated : 2024-04-23

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Crypto Core Strategy Portfolio

Our current crypto portolfio

Portfolio Distribution

Sample $10,000 Deployment

TICKER WEIGHT VALUE QTY ASSETS PRICE
BTC 57.50% $5,750 0.0865 $66,441
SOL 15.00% $1,500 9.53 $157
USDC 7.50% $750 750 $1.0000
ETH 5.00% $500 0.1554 $3,217
STX 5.00% $500 170 $2.94
OP 2.50% $250 99 $2.51
HNT 2.50% $250 63 $3.97
IMX 2.50% $250 106 $2.36
RON 2.50% $250 74 $3.39

Crypto Media

Webinar

Tuesday, April 23, 11:00AM ET

Crypto Market Update and Live Q&A - April 2024

Join us for a crypto market update and live Q&A with Sean Farrell, Head of Digital Asset Strategy.

Crypto Video

Apr 18, 2024

Uncertainty Still Looming

In today's video, we rehash some of the near-term uncertainties plaguing risk assets and why we think markets will find their footing in May. https://vimeo. com/936467903/57b7ce9a43? share=copy

Presenter:

Crypto Video

Apr 16, 2024

Favoring Bitcoin in the Near-Term

In today's video, we'll discuss the nature of the recent weekend's drawdown and the opportunities it may create. We believe it's prudent to remain cautious in the short term and favor an overweight position in BTC and BTC-related assets. We anticipate that the month-end QRA and FOMC meeting could provide some relief for risk assets. https://vimeo. com/935641487/dc815cb18a? share=copy

Presenter:

Crypto Video

Apr 12, 2024

Fiscal Dominance, Flows from China, Plus Some Thoughts on Global Conflict (Core Strategy Rebalance)

In today's video, we discuss the monetary and fiscal levers affecting markets, potential impacts of spot ETFs in Hong Kong, and the rising tensions in the mid-east. https://vimeo. com/933910067/27b33561e7? share=copy

Presenter: