Asset Appearances
Crypto - Comments
Data Still Points Higher Near-Term, HYPE Continues to lead
DISCUSSED IN TODAY'S VIDEO:STILL A BEAR MARKET RALLY, BUT NOT ONE TO FADE YET: I continue to view this as a bear market rally, but...
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Crypto - Comments
Policy Risk & Tether Audit Drive Circle’s Selloff, COIN May Offer Better RV, HYPE Continues to Decouple
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Crypto Shows Signs of Rolling Over as Flows Fade, HYPE Continues to Diverge
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Whale Games: Strategy vs Miners, And Why HYPE Might Play a Unique Role in a Crypto Portfolio
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Will Hyperliquid Steal the Weekend Show Again Amid Macro Volatility?
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Hyperliquid: From Crypto Venue to Cross-Asset Infrastructure
DISCUSSED IN TODAY'S VIDEO:HIP-3 builder-deployed perpetuals are structurally expanding Hyperliquid’s addressable market. Rapid growth in non-crypto, exogenous assets, particularly commodities, points to an evolution beyond...
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Crypto - Comments
Spot Demand Returns, PMI Data + Shutdown Optimism Bolsters Crypto Rebound
DISCUSSED IN TODAY'S VIDEO:Spot-led rebound: Today’s crypto rally was driven mainly by spot demand, not short covering. Open interest rose as funding rates declined, and...
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Crypto - Comments
Did Sell Pressure from DATs Cause Today’s Move?
DISCUSSED IN TODAY'S VIDEO:"SNEAKY" RISK-OFF SESSION: Crypto rolled over sharply this afternoon as broader markets weakened beneath the surface despite headline indices making new highs.DAT SELLING...
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Crypto - Comments
HYPE Displaying Strong Relative Performance Amid Trade Optimism
DISCUSSED IN TODAY'S VIDEO:ODDS OF POSITIVE TRADE RESOLUTION INCREASING: Reports of progress in U.S.–China negotiations over the weekend meaningfully raise the odds of a market-friendly outcome....
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Crypto - Comments
Crypto Benefiting from Growth Rotation as Retail Access Expands and FMS Shows Untapped Allocation Potential
DISCUSSED IN TODAY'S VIDEO:MACRO TAILWINDS BUILDING: A bounce in yields alongside strong equity and crude performance signals a growth-positive environment supportive of a rotation into crypto.RETAIL...
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Crypto - Comments
Data Still Points Higher Near-Term, HYPE Continues to lead
DISCUSSED IN TODAY'S VIDEO:STILL A BEAR MARKET RALLY, BUT NOT ONE TO FADE YET: I continue to view this as a bear market rally, but...
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Crypto - Comments
Policy Risk & Tether Audit Drive Circle’s Selloff, COIN May Offer Better RV, HYPE Continues to Decouple
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Crypto Shows Signs of Rolling Over as Flows Fade, HYPE Continues to Diverge
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Whale Games: Strategy vs Miners, And Why HYPE Might Play a Unique Role in a Crypto Portfolio
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Will Hyperliquid Steal the Weekend Show Again Amid Macro Volatility?
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Hyperliquid: From Crypto Venue to Cross-Asset Infrastructure
DISCUSSED IN TODAY'S VIDEO:HIP-3 builder-deployed perpetuals are structurally expanding Hyperliquid’s addressable market. Rapid growth in non-crypto, exogenous assets, particularly commodities, points to an evolution beyond...
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Crypto - Comments
Spot Demand Returns, PMI Data + Shutdown Optimism Bolsters Crypto Rebound
DISCUSSED IN TODAY'S VIDEO:Spot-led rebound: Today’s crypto rally was driven mainly by spot demand, not short covering. Open interest rose as funding rates declined, and...
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Crypto - Comments
Did Sell Pressure from DATs Cause Today’s Move?
DISCUSSED IN TODAY'S VIDEO:"SNEAKY" RISK-OFF SESSION: Crypto rolled over sharply this afternoon as broader markets weakened beneath the surface despite headline indices making new highs.DAT SELLING...
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Crypto - Comments
HYPE Displaying Strong Relative Performance Amid Trade Optimism
DISCUSSED IN TODAY'S VIDEO:ODDS OF POSITIVE TRADE RESOLUTION INCREASING: Reports of progress in U.S.–China negotiations over the weekend meaningfully raise the odds of a market-friendly outcome....
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Crypto - Comments
Crypto Benefiting from Growth Rotation as Retail Access Expands and FMS Shows Untapped Allocation Potential
DISCUSSED IN TODAY'S VIDEO:MACRO TAILWINDS BUILDING: A bounce in yields alongside strong equity and crude performance signals a growth-positive environment supportive of a rotation into crypto.RETAIL...
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Crypto - Comments
Data Still Points Higher Near-Term, HYPE Continues to lead
DISCUSSED IN TODAY'S VIDEO:STILL A BEAR MARKET RALLY, BUT NOT ONE TO FADE YET: I continue to view this as a bear market rally, but...
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Crypto - Comments
Policy Risk & Tether Audit Drive Circle’s Selloff, COIN May Offer Better RV, HYPE Continues to Decouple
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Crypto Shows Signs of Rolling Over as Flows Fade, HYPE Continues to Diverge
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Whale Games: Strategy vs Miners, And Why HYPE Might Play a Unique Role in a Crypto Portfolio
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Will Hyperliquid Steal the Weekend Show Again Amid Macro Volatility?
NOTE: As part of our transition from FS Insight to Fundstrat Direct, my notes will transition from sean. farrell@fsinsight. com to sean. farrell@fundstratdirect. com. Please...
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Crypto - Comments
Hyperliquid: From Crypto Venue to Cross-Asset Infrastructure
DISCUSSED IN TODAY'S VIDEO:HIP-3 builder-deployed perpetuals are structurally expanding Hyperliquid’s addressable market. Rapid growth in non-crypto, exogenous assets, particularly commodities, points to an evolution beyond...
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Crypto - Comments
Spot Demand Returns, PMI Data + Shutdown Optimism Bolsters Crypto Rebound
DISCUSSED IN TODAY'S VIDEO:Spot-led rebound: Today’s crypto rally was driven mainly by spot demand, not short covering. Open interest rose as funding rates declined, and...
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You currently can unlock 2 Crypto reports this month.
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Crypto - Comments
Did Sell Pressure from DATs Cause Today’s Move?
DISCUSSED IN TODAY'S VIDEO:"SNEAKY" RISK-OFF SESSION: Crypto rolled over sharply this afternoon as broader markets weakened beneath the surface despite headline indices making new highs.DAT SELLING...
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Crypto - Comments
HYPE Displaying Strong Relative Performance Amid Trade Optimism
DISCUSSED IN TODAY'S VIDEO:ODDS OF POSITIVE TRADE RESOLUTION INCREASING: Reports of progress in U.S.–China negotiations over the weekend meaningfully raise the odds of a market-friendly outcome....
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Crypto - Comments
Crypto Benefiting from Growth Rotation as Retail Access Expands and FMS Shows Untapped Allocation Potential
DISCUSSED IN TODAY'S VIDEO:MACRO TAILWINDS BUILDING: A bounce in yields alongside strong equity and crude performance signals a growth-positive environment supportive of a rotation into crypto.RETAIL...
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