Header logo
  1. Research
  2. Crypto Research
  3. Comments

The Great Decoupling

Oct 5, 2023
Author
Sean Farrell
Sean Farrell AC

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.

The chart in this report is only accessible to members
The chart in this report is only accessible to members

Unlock this article with a FREE 30-Day Trial!

An FSI Pro, or FSI Crypto subscription is required in order to access this content.

*Free trial available only on a monthly plan

Already a member?

Reports you may have missed

Launchpresso H5iazR WljU Unsplash

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 TICKERS IN THIS VIDEO: BTC -1.11%

BTC -1.11%
Cryptocurrency And Stock Market Business Concept

In today's video, we break down the massive Microstrategy bid, IBIT options, near-term macro considerations, Solana's impressive on-chain activity, and the potential beneficiaries of these emerging trends. TICKERS IN THIS VIDEO: BTC -1.11%

BTC -1.11%
The importance of 8K and 10K for BTC – Key levels for ETH and ADA

In today's video, we walk through a few metrics to assess whether what we just experienced was the blow-off top. We also discuss the interesting demand-side catalyst for one of the alts in our Core Strategy. TICKERS IN THIS VIDEO: BTC -1.11%

BTC -1.11%
Andre Francois Mckenzie JrjhtBJ PGU Unsplash

In today's video, we break down recent price action, assess the potential for a strategic reserve, and examine encouraging ETH-related data, including trends in CME futures and ETFs, along with other key insights. TICKERS IN THIS VIDEO: BTC -1.11%

BTC -1.11%
FS Insight

Sign in to read the report!

We have detected you are an active member!

Ray: 7584e7-ae0e4f-6a2286-e059cf-305f08