Crypto Research

CRYPTO LOSES BATTLE IN DC BUT IS WELL-POSITIONED FOR THE WAR Last week, we covered the infrastructure bill under deliberation in the Senate due to a crypto provision that was snuck into the bill at the eleventh hour. To recap: the bill had cited a $28.0 billion "pay-for" sourced from tax revenue paid by crypto brokers. This was not a novel concept for the crypto industry, as reputable centralized brokers...

As shown below, Bitcoin's forward performance is far stronger when it is trading above its 200D moving average: >200D, 6M forward return    +193% <200D, 6M forward return       +10% You get the picture, Bitcoin is a network effect/network value asset, and also apparently aided by price momentum. _STRATEGY: BUY BITCOIN OR BUY CRYPTO EQUITIES_ The associated action for Rule #3 is simple. - go long _WHY IS THIS...

We had the opportunity to meet with Tom Block, FSInsight’s Washington and Policy Strategist, along with Sean Farrell, our VP of Digital Assets. There’s been an overlap this week between The Bipartisan Infrastructure Bill, that Tom Block has been reporting on, and a new provision that could have implications on the crypto industry. 1) Sean clarifies the provision addressing crypto and how it could impact the industry. 2) There have...

Sean Farrell, VP of Digital Assets at FSInsight, is the voice behind our FSInsight Crypto Daily Report. Sean combs through headlines and data to provide subscribers with the most important daily crypto updates. We're curious, what's the first thing Sean looks for in this report? Carrie Presley chats about what metrics he looks for along with his goal for the Daily! "It's not timing the market, it's time in the...

CRYPTO TAKES ON CAPITOL HILL Last week, news outlets began reporting on a curious provision tucked away in the 2,700-page, $1 trillion bipartisan infrastructure bill compiled by the Senate. The bill, which is now subject to the Senate amendment process, featured a last-minute, crypto-specific addition that detailed $28 billion of incremental tax revenue resulting from enhanced crypto tax reporting rules. The focal point of the controversial provision was its definition...

Will McEvoy contributes to FSInsight's Crypto Weekly research, most recently reporting on stablecoins and their position within the crypto market. Carrie & Will chat stablecoins and how they are different than other cryptocurrencies, such as Bitcoin. *Recorded July 29, 2021

Sean Farrell, VP of Digital Assets at FSInsight, chats with Carrie Presley about the recent boost in Bitcoin price. Did the Amazon headline boost Bitcoin to 40K or is there more going on? Sean provides his insight into the crypto market, macro temperature, and recent headlines. *Recorded July 29, 2021

Avalanche - A unique approach to building a scalable digital economyOverview of the Avalanche network and ecosystemDiscussion of recent platform upgrades and performanceLive Q&A with John Wu (President of Ava Labs)

As a personal note, this will be my last crypto weekly with Fundstrat. It’s been great working with Tom and team, and I’ve learned a lot from Fundstrat over the past nearly two years while here. For those wondering, I’m transitioning to Grayscale where I’ll join the team as the Head of Research. For readers that would like to stay connected, feel free to follow me on Twitter (@David_Grid) or...