FSI Digital Assets
- Crypto Strategy
- Comments
Breaking Down Today's Bullish Regulatory News and Crypto's Tepid Reaction
In today's video, we cover the reversal of SAB 121, the White House's comprehensive executive order, the probability of a Strategic Bitcoin Reserve, and what today's muted price action signals for the market in the near term. https://vimeo. com/1049885875/74560f483d? share=copy TICKERS IN THIS VIDEO: #BTC
- Crypto Strategy
Headline Risk, Relenting DXY, and Improving Flows Suggest More Upside for Crypto
Recent developments since the inauguration suggest that the new administration is prioritizing an industry-friendly regulatory environment. We believe there is still significant upside headline risk in the early days of Trump's term. Coupled with an easing DXY/yields, as well as substantial inflows into the crypto ecosystem, we think it’s prudent...
Crypto - Comments
PCE and Dovish Fed Remarks Give Crypto A Much-Needed Spark
In today’s video, we outline our broader market perspective and discuss how today's PCE data, combined with surprisingly dovish Fed commentary, helped boost crypto prices,...
This report is accessible to FSI Pro, FSI Crypto memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Crypto (1/2)Already have an account? Sign In 51e06b-33d673-f34cbd-962d63-4b9fa5
Visitor: 51e06b-33d673-f34cbd-962d63-4b9fa5 Array ( [cookie] => 51e06b-33d673-f34cbd-962d63-4b9fa5 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Crypto - Crypto Strategy
Crypto Bounce Into Year-End Likely, But All Eyes on 10Y (Core Strategy Rebalance)
CORE STRATEGY: FOCUS ON MAJORS, KEEP HEAD ON SWIVEL UNTIL BONDS/DXY RELENT We think it's right to expect a bounce into year-end, potentially starting tomorrow...
This report is accessible to FSI Pro, FSI Crypto memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Crypto (1/2)Already have an account? Sign In 51e06b-33d673-f34cbd-962d63-4b9fa5
Visitor: 51e06b-33d673-f34cbd-962d63-4b9fa5 Array ( [cookie] => 51e06b-33d673-f34cbd-962d63-4b9fa5 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Crypto - Deep Research
BNB Chain: Building Towards the “One BNB” Vision
In 2017, Binance introduced BNB through an initial coin offering, initially positioning it as a utility token for the Binance exchange. Since then, BNB has...
This report is accessible to FSI Pro, FSI Crypto memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Crypto (1/2)Already have an account? Sign In 51e06b-33d673-f34cbd-962d63-4b9fa5
Visitor: 51e06b-33d673-f34cbd-962d63-4b9fa5 Array ( [cookie] => 51e06b-33d673-f34cbd-962d63-4b9fa5 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
- Comments
SOL Weakness Ahead of Unlock Should Lead to Opportunity
In today's video, we break down the factors behind SOL's recent underperformance—ranging from a murkier macro backdrop to an impending major unlock. While this pressure persists, we see it ultimately leading to a compelling opportunity. https://vimeo. com/1058054357/de9459b47f? share=copy TICKERS IN THIS VIDEO: #BTC
Crypto - Comments
Healthy Pullback, Or Trend Reversal?
In today's video, we cover:The factors driving this week's dip in crypto prices.What USD flows and the Coinbase Premium say about the current trend.The implications...
This report is accessible to FSI Pro, FSI Crypto memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Crypto (1/2)Already have an account? Sign In 51e06b-33d673-f34cbd-962d63-4b9fa5
Visitor: 51e06b-33d673-f34cbd-962d63-4b9fa5 Array ( [cookie] => 51e06b-33d673-f34cbd-962d63-4b9fa5 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Crypto - Crypto Research
BTC Breaks Away From Equities, JTO Offers Best R/R in “Casino Stack”
BTC DECOUPLING FROM EQUITIES Over the past two weeks, BTC has begun to decouple from other risk assets. While the broader macro environment experienced choppy...
This report is accessible to FSI Pro, FSI Crypto memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Crypto (1/2)Already have an account? Sign In 51e06b-33d673-f34cbd-962d63-4b9fa5
Visitor: 51e06b-33d673-f34cbd-962d63-4b9fa5 Array ( [cookie] => 51e06b-33d673-f34cbd-962d63-4b9fa5 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Crypto - Funding Fridays
Lackluster Q4 Continues
WEEKLY RECAP Despite liquid crypto prices rising, private market funding remains lackluster thus far in Q4. Aggregate funding fell 29% week-over-week, decreasing from $155 million...
This report is accessible to FSI Pro, FSI Macro, FSI Crypto memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Crypto (1/2)Already have an account? Sign In 51e06b-33d673-f34cbd-962d63-4b9fa5
Visitor: 51e06b-33d673-f34cbd-962d63-4b9fa5 Array ( [cookie] => 51e06b-33d673-f34cbd-962d63-4b9fa5 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )
Crypto - Comments
Is BTC Decoupling from Equities?
In today’s video, we explore:The reasons behind falling BTC-equity correlationsSome positive regulatory developmentsInsights into the recent MSTR selloffRevisit the bull case for the Casino Stack...
This report is accessible to FSI Pro, FSI Crypto memberships. Sign up Here!
You currently can unlock 2 reports this month.
Current usage: Crypto (1/2)Already have an account? Sign In 51e06b-33d673-f34cbd-962d63-4b9fa5
Visitor: 51e06b-33d673-f34cbd-962d63-4b9fa5 Array ( [cookie] => 51e06b-33d673-f34cbd-962d63-4b9fa5 [current_usage] => 0 [max_usage] => 2 [current_usage_crypto] => 1 [max_usage_crypto] => 2 [lock] => 1 [message] => [error] => [active_member] => 0 [subscriber] => 0 [role] => )