MSTR Positioned to Benefit from Potential S&P 500 Inclusion, PUMP Set to Open Strong, and a BONK Rerating is in Still in Play

Name: FS Insight
Price range: $$$

Jul 11, 2025 • 8 Min Read

Author

Sean Farrell ^AC

Core Strategy

Crypto Equities Portfolio

Note: Going forward, we will provide clients with updates on the crypto equities portfolio in the same format as our token portfolio updates. This will enable us to share views on position sizing and implement risk management measures where appropriate.

Macro Thoughts: Yields and DXY Have Bottomed, and Trade Concerns are Back in Play, But That Doesn’t Spell Trouble for Crypto (Yet)

I talked about this in our video on 7/3, but to reiterate my stance on the current macro regime, it seems clear that we ar...

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MSTR Positioned to Benefit from Potential S&P 500 Inclusion, PUMP Set to Open Strong, and a BONK Rerating is in Still in Play

Core Strategy

Crypto Equities Portfolio

Macro Thoughts: Yields and DXY Have Bottomed, and Trade Concerns are Back in Play, But That Doesn’t Spell Trouble for Crypto (Yet)

Unlock this article with a FREE 30-Day Trial!

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