Crypto - Crypto Strategy
CRCL Looks Stretched, COIN Offers More Compelling Upside from Here
CORE STRATEGY Source: TradingView, Fundstrat Note: Our equities baskets are not risk-managed/rebalanced in the same way that our Core Strategy is. We will, under certain...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Crypto - Crypto Strategy
SBET at 1.6x NAV Offers Intriguing Risk/Reward
CORE STRATEGY Source: Fundstrat Note: Our equities baskets are not risk-managed/rebalanced in the same way that our Core Strategy is. Source: Fundstrat CRYPTO AND GEOPOLITICAL...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Crypto - Crypto Strategy
Circle Should Benefit from Thematic Tailwinds, Despite its Questionable Margin Profile
QUICK MACRO THOUGHTSIt’s a confusing time for crypto investors. Equities seemed poised for fresh all-time highs while crypto is stuck in neutral and has lagged...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Crypto - Crypto Strategy
Is Crypto Underperformance Signaling a (Short-Term) Turning Point in the Market?
CORE STRATEGY Crypto’s recent underperformance relative to equities, coupled with a sharp BTC-SPX correlation breakdown, is a data point worth watching. We’re not rushing to...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Crypto - Crypto Strategy
We Think that More Upside is Likely
CORE STRATEGY Crypto continues to benefit from supportive conditions, and the near-term setup favors continuation. A new golden cross has been triggered for BTC, with...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Crypto - Crypto Strategy
Funding Rates Suggest an Unpopular BTC Rally, ETH Has More Room to Run (Core Strategy Rebalance)
CORE STRATEGY While the market has repriced quite substantially to reflect optimism over trade, we believe further upside could come from ensuing changes in tax...
This report is accessible to FSI Pro, FSI Crypto memberships.
You have viewed the limit of 2 reports for free this month.
To continue reading our research please sign up below.
Already have an account? Sign In e48386-757626-dc7570-c58276-8a489d
Visitor: e48386-757626-dc7570-c58276-8a489d Array ( [cookie] => e48386-757626-dc7570-c58276-8a489d [current_usage] => 2 [max_usage] => 2 [current_usage_crypto] => 2 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => [user_id] => [IP] => 216.73.216.162 )
Featured Research
Washed Out Stocks
