Name: FS Insight
Price range: $$$

Videos

Comments

Fri, July 19, 2024 | 2:40PM ET

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. https://vimeo. com/987276586/a012b6880b? share=copy

Comments

Tue, July 16, 2024 | 5:40PM ET

Comments

Tue, July 16, 2024 | 5:40PM ET

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. https://vimeo. com/985229481/20d6c4584f? share=copy

Comments

Fri, July 12, 2024 | 4:43PM ET

Comments

Fri, July 12, 2024 | 4:43PM ET

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. https://vimeo. com/983338232/8cc1d52845? share=copy

Comments

Tue, July 9, 2024 | 8:35PM ET

Sean Farrell ^AC

Head of Crypto Strategy

Dissecting the Recent Price Action, and Why Right Now is Probably Not the Time to Go Risk-Off

In today's video, we discuss last week's price action, examining the role that market liquidity and psychology played in the drawdown. We also discuss the...

Comments

Tue, July 2, 2024 | 6:18PM ET

Sean Farrell ^AC

Head of Crypto Strategy

Discussing the Hot Start to July and the Implications of the SEC Lawsuit on LDO

In today's video, we discuss the SEC lawsuit against ConsenSys, our revised ETH ETF timeline, some encouraging flows data, as well as some sentiment and...

Comments

Thu, June 27, 2024 | 9:22PM ET

Sean Farrell ^AC

Head of Crypto Strategy

ETH ETFs Could See $5B in First 5 Months

In today's video, we discuss what OPEC can teach us about the current crypto market, potential tailwinds from less miner selling, our view on aggregate...

Comments

Fri, June 21, 2024 | 3:39PM ET

Coinbase Premium Returns on Positive Move in Rate Expectations, and Why Bitcoin Mining and AI Might Be the Perfect Match

Lido Looks Like a Good Risk/Reward (Core Strategy Rebalance)

In today's video, we discuss our tactical caution, the divergence between equities and crypto, and why we think that, despite our near-term views, now is a good time to build a position in LDO. https://vimeo. com/964738218/0ef3052361? share=copy #LDO, #MKR, #PENDLE, #BTC.

Comments

Tue, June 18, 2024 | 7:22PM ET

Sean Farrell ^AC

Head of Crypto Strategy

Discussing the Recent Market Rinse

Today, we discuss the recent market rinse, how it is not necessarily inconsistent with what we are seeing in the equity market, and the metrics...

Comments

Fri, June 14, 2024 | 3:14PM ET

Sean Farrell ^AC

Head of Crypto Strategy

Raising Some Cash (Core Strategy Rebalance)

Today we discuss taking some risk off the table in light of crypto's continued muted response to disinflationary data and the lack of breadth within...

Macro Minute Video

Thu, June 13, 2024 | 5:51PM ET

Tom Lee, CFA ^AC

Head of Research

Video: Macro Minute: The CPI, PPI and NY Fed reports show so much disinflation, markets are skeptical. But this week reinforces our view inflation is falling like a rock = supportive of higher P/E into year-end

VIDEO: The key inflation reports this week CPI, PPI, NY Fed were dovish. And the magnitude of improvement so significant, markets are skeptical Please click...

Comments

Tue, June 11, 2024 | 7:48PM ET

Sean Farrell ^AC

Head of Crypto Strategy

Near-Term DXY Top is Still In, HPC Miners Outperform

Today, we discuss our views on the recent sharp decline in prices, the rise in the DXY, our outlook on tomorrow's significant macro data, and...

Videos

Discussing the Possibility of BTC as a Strategic Reserve