Crypto Media

214 Results

Crypto Video

Aug 20, 2024

BTC Performance During US Market Hours Suggests Govt Selling as a Key Factor in Lack of Upside, Keep an Eye on Prediction Markets

Macro conditions have been ideal for a rally, yet BTC has struggled to break out, underperforming equities. We suspect government sales of 10k seized BTC are a major contributor to this relative weakness. However, we believe this pressure will ease soon, reducing the short-term bearish outlook. Additionally, we explore shifting trends in the presidential prediction markets. TICKERS IN THIS VIDEO: #BTC

Presenter:

Crypto Video

Aug 15, 2024

Soft Landing Back on the Table, Seasonal Headwinds Worthy of Attention

In today's video, we break down the market's shift back to pricing in a soft landing, outline and Fed landing scenarios and how crypto might perform in each, and highlight key seasonal headwinds investors need to watch. TICKERS IN THIS VIDEO: #BTC

Presenter:

Crypto Video

Aug 13, 2024

MKR & HNT Lead Alts, Positive Data on Mon & Tues Boosts CPI Optimism for Wed

MKR surged, driven by the ETH rally and Grayscale’s MKR trust launch, reinforcing its position as our preferred ETH-adjacent alt ahead of MKR End Game. HNT also performed well, benefiting from its "network of networks" transition and new offloading partnerships. Despite doubling in value, it may be too early to take profits. The market now turns to tomorrow’s CPI print, with Monday’s inflation expectations and Tuesday’s PPI indicating a likely continuation of disinflationary trends. TICKERS IN THIS VIDEO: #BTC, #ETH, #SOL, #HNT

Presenter:

Crypto Video

Aug 8, 2024

More Promising Data This Week Suggests Rally Into CPI, SOL and HNT Show Continued Strength

This week, the market benefited from a dovish signal from the BOJ and stronger-than-expected jobless claims data. Sentiment has shifted from recession fears to a more balanced "Goldilocks" scenario. Notable continued strength has been observed in SOL and HNT. TICKERS IN THIS VIDEO: #BTC, #ETH, #SOL, #HNT

Presenter:

Crypto Video

Aug 6, 2024

Monday Showed Some Encouraging Data, Worth Keeping Some Dry Powder on Hand for Next Couple Weeks

In today's video we discuss some encouraging data that suggests a near term bottom, the risks that remain in the market, things we are going to look for for added confidence, and how we would position portfolios in the near term. TICKERS IN THIS VIDEO: #BTC, #ETH, #SOL, #HNT

Presenter:

Crypto Video

Aug 1, 2024

Shifting Election Odds Erases “Trump Premium,” but it Remains Difficult to Be Bearish Amid Falling Rates and Dollar

In today's video, we discuss how yesterday's price action erased the "Trump Premium" and explore how we should consider the impact of election odds on prices moving forward.

Presenter:

Crypto Video

Jul 30, 2024

Spot Bid Waiting for FOMC, Outflow Data Offers Support for ETHBTC Bottom

In today's video we discuss implications from Trump at BTC Conference, why we have yet to see follow through in the spot market, and review data that supports an ETHBTC bottom.

Presenter:

Crypto Video

Jul 25, 2024

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.

Presenter:

Crypto Video

Jul 23, 2024

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.

Presenter:

Crypto Video

Jul 19, 2024

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.

Presenter:

Crypto Video

Jul 16, 2024

Political Tailwinds Strengthen and Flows Improve

In today's video, we discuss the implications of this past weekend's events, the market's reaction to Gox coins moving on-chain, and the encouraging flow metrics we are observing.

Presenter:

Crypto Video

Jul 12, 2024

Germans Run Out of Coins, Gox Up Next

In today's video we continue to discuss how the market is working through the "supply overhang" issue, the downside risk posed by the Gox coins, and why we think it is important to stay allocated here.

Presenter:

Page 2 of 14
FS Insight footer logo

150 East 52nd St, 3rd Floor New York, NY 10022

SUBSCRIBE TO OUR FREE RESEARCH REPORTS

An institutional-grade report delivered to your inbox every week.

© 2025 FS Insight. All rights reserved.

Illustrations by Karl Wimer.