The Great Decoupling

Name: FS Insight
Price range: $$$

Oct 5, 2023

Author

If you find value in our crypto research or have suggestions for improvement (or ideally both), we would greatly appreciate your input. Please take a moment to complete our brief survey. A big thank you to those who have already participated. Your feedback is invaluable to us

Today’s video discusses Bitcoin’s recent outperformance compared to traditional equities amid recent macro turmoil, with correlations suggesting a complete decoupling from key macro indicators. We also present two altcoins potentially set to capitalize on emerging trends in RWA and SocialFi.

For our latest Crypto Strategy note click here.

Reports you may have missed

Crypto Shakes Off Stagflationary PMI Print

Comments

By Sean Farrell • Apr 1, 2025

In today’s video, we break down why the latest PMI print could be bearish for crypto, why the market’s ability to shake it off is encouraging, and how the options market continues to price in caution ahead of tomorrow’s big announcement. TICKERS IN THIS VIDEO: BTC 1.26%

BTC 1.26%

Waiting for Tariff Day

Comments

By Sean Farrell • Mar 31, 2025

In today’s video, we break down the evolving crypto setup heading into Q2—including the impact of end-of-quarter flows, MicroStrategy’s recent BTC purchase, and why the April 2nd tariff announcement remains the most important near-term driver of crypto prices. We also cover Circle’s IPO plans, BlackRock’s latest Bitcoin commentary, ETHBTC hitting post-COVID lows, and option market signals pointing to an imminent move. Lastly, we preview the key macro data releases on...

BTC 1.26%