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 • Fri, July 26, 2024 | 3:20PM ET
CRYPTO MARKET UPDATE AFTER ANOTHER DAY OF SIZEABLE OUTFLOWS FROM ETHE 4.58% , THE GRAYSCALE-ISSUED ETF NOW RETAINS JUST 85% OF THE AUM IT BEGAN WITH ON TUESDAY. However, crypto has rallied strongly since the US market closed yesterday, with BTC 3.36% briefly moving above the $68k level, ETH 3.53% rebounding sharply to $3,250, and SOL 6.70% revisiting $184. Among larger-cap tokens, SOL beta names including RNDR and JUP have outperformed over the past 24 hours, in line with continued SOL strength. Crypto equities have...
By Sean Farrell, Head of Crypto Strategy • Thu, July 25, 2024 | 9:06PM ET
In today's video, we analyze the recent downturn in crypto markets and highlight pivotal events that could reignite the rally. https://vimeo. com/990355541/cc9d391f8a? share=copy
By Sean Farrell, Head of Crypto Strategy • Thu, July 25, 2024 | 7:14PM ET
POLITICAL PREDICTION MARKETS PROVIDE PARTIAL RATIONALE FOR PAUSE IN RALLY We see the recent pause in the July rally driven by two factors:General Degrossing Across All Asset Markets: The past couple of days have seen degrossing across all asset markets, including the crypto markets. This is less crypto-specific and more of a function of the market rotating out of strategies (like the long MAG 7) that worked in the first half of the year but might not continue to be...
By Sean Farrell, Head of Crypto Strategy • Thu, July 25, 2024 | 1:54PM ET
CRYPTO MARKET UPDATE CRYPTO WAS CERTAINLY LOOKING STRONG RELATIVE TO EQUITIES YESTERDAY UNTIL ASIAN MARKET HOURS COMMENCED. Shortly after the HK market opened, we saw increased sell pressure and approximately $100 million in liquidations across all crypto assets, bringing BTC 3.36% down to below $64,000, ETH 3.53% down to $3,150, and SOL 6.70% to just below $170. This contrast in price action during U.S. and Asia market hours has been consistent throughout July. Over the past month, BTC is up 12.2% during U.S....
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 | 0.0884 | $67,903 |
| ETH | 17.50% | $1,750 | 0.5331 | $3,283 |
| SOL | 10.00% | $1,000 | 5.46 | $183 |
| OP | 2.50% | $250 | 144 | $1.74 |
| STX | 2.50% | $250 | 135 | $1.85 |
| IMX | 2.50% | $250 | 162 | $1.54 |
| RON | 2.50% | $250 | 120 | $2.08 |
| MKR | 2.50% | $250 | 0.0938 | $2,666 |
Crypto Media
Webinar
Hyperion Decimus: A Diversified Quantitative Digital Asset Manager
Hyperion Decimus: A Diversified Quantitative Digital Asset Manager
Speakers, including:
Crypto Video
PCE and BTC Conference Could Catalyze Strength into August
In today's video, we analyze the recent downturn in crypto markets and highlight pivotal events that could reignite the rally. https://vimeo. com/990355541/cc9d391f8a? share=copy
Presenter:
Crypto Video
Recent Jump in Implied Vols Suggests More Upside Expected
In today's video, we compare the current rally to the one back in May through the lens of the options market. Elevated implied vols suggest that traders are making higher conviction upside bets on BTC. https://vimeo. com/989171384/43a4fae417? share=copy
Presenter:
Crypto Video
Discussing the Possibility of BTC as a Strategic Reserve
In today's video, we discuss the possibility of the US adding BTC as a strategic reserve asset, key data that points to animal spirits returning to the crypto market, and why we added SMLR to our crypto equities basket this week. https://vimeo. com/987276586/a012b6880b? share=copy
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.
