Asset Appearances
Crypto - Comments
AI Capex Overwhelms Macro, Expanding Miner Exposure and Re-Engaging CRCL (Strategy Rebalance)
AI CAPEX DRIVING MARKET LEADERSHIP: The dominant theme continues to be AI. Over the past several weeks, we’ve received a combination of mixed real growth...
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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 - Crypto Strategy
Remaining Patient Ahead of WH Crypto Summit (Core Strategy Rebalance)
CORE STRATEGY Most of the risks that prompted us to turn cautious in early February still persist, so we believe it’s right to remain patient....
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Crypto - Crypto Strategy
MSTR Reloading Presents Opportunity for Bounce, But Broader Picture Remains the Same
CORE STRATEGY There is a chance that MSTR flows spark a short-term bounce here, but assets further out on the risk curve continue to face...
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Crypto - Crypto Strategy
Crypto Climbing the Wall of Worry, Flows Suggest There is Still More Work to Do
CORE STRATEGY With lingering trade war talks and robust economic data dissuading a dovish Fed pivot, we think the potential for downside volatility remains elevated....
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Crypto - Crypto Strategy
The Fog of Trade War (Core Strategy Rebalance)
CORE STRATEGY With the looming threat of an escalating trade war and economic data robust enough to discourage a more dovish Fed stance, we believe...
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Crypto - Crypto Strategy
BTC Tracking Historical Post-LNY Returns Well, FOMC Hurdle Cleared
Developments since the inauguration confirm that the new administration is prioritizing an industry-friendly regulatory environment. Coupled with an easing DXY/yields, a possible TGA spenddown, and...
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Crypto - 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...
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Crypto - Crypto Strategy
Adding BNB to Core Strategy (Core Strategy Rebalance)
OUR VERDICT: POWELL NAILED IT Yesterday, Powell did exactly what risk assets wanted him to do—their actions were dovish, with a 50-bps cut and guidance...
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Crypto - Crypto Strategy
Lessons From the Presidential Debate and a Look Ahead to the FOMC
INITIAL THESIS – SENATE MORE IMPORTANT THAN MANY RECOGNIZE This week, we witnessed what was the first – and potentially final – presidential debate between...
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Crypto - Comments
AI Capex Overwhelms Macro, Expanding Miner Exposure and Re-Engaging CRCL (Strategy Rebalance)
AI CAPEX DRIVING MARKET LEADERSHIP: The dominant theme continues to be AI. Over the past several weeks, we’ve received a combination of mixed real growth...
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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 - Crypto Strategy
Remaining Patient Ahead of WH Crypto Summit (Core Strategy Rebalance)
CORE STRATEGY Most of the risks that prompted us to turn cautious in early February still persist, so we believe it’s right to remain patient....
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Crypto - Crypto Strategy
MSTR Reloading Presents Opportunity for Bounce, But Broader Picture Remains the Same
CORE STRATEGY There is a chance that MSTR flows spark a short-term bounce here, but assets further out on the risk curve continue to face...
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Crypto - Crypto Strategy
Crypto Climbing the Wall of Worry, Flows Suggest There is Still More Work to Do
CORE STRATEGY With lingering trade war talks and robust economic data dissuading a dovish Fed pivot, we think the potential for downside volatility remains elevated....
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Crypto - Crypto Strategy
The Fog of Trade War (Core Strategy Rebalance)
CORE STRATEGY With the looming threat of an escalating trade war and economic data robust enough to discourage a more dovish Fed stance, we believe...
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Crypto - Crypto Strategy
BTC Tracking Historical Post-LNY Returns Well, FOMC Hurdle Cleared
Developments since the inauguration confirm that the new administration is prioritizing an industry-friendly regulatory environment. Coupled with an easing DXY/yields, a possible TGA spenddown, and...
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Crypto - 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...
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Crypto - Crypto Strategy
Adding BNB to Core Strategy (Core Strategy Rebalance)
OUR VERDICT: POWELL NAILED IT Yesterday, Powell did exactly what risk assets wanted him to do—their actions were dovish, with a 50-bps cut and guidance...
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Crypto - Crypto Strategy
Lessons From the Presidential Debate and a Look Ahead to the FOMC
INITIAL THESIS – SENATE MORE IMPORTANT THAN MANY RECOGNIZE This week, we witnessed what was the first – and potentially final – presidential debate between...
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Crypto - Comments
AI Capex Overwhelms Macro, Expanding Miner Exposure and Re-Engaging CRCL (Strategy Rebalance)
AI CAPEX DRIVING MARKET LEADERSHIP: The dominant theme continues to be AI. Over the past several weeks, we’ve received a combination of mixed real growth...
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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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First to Market
Valued Personnel
A daily market update from FS Insight — what you need to know ahead of opening bell TODAY'S FIRST TO MARKET IS BEING PUBLISHED LATER...
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First to Market
The China Choke & Throttle
A daily market update from FS Insight — what you need to know ahead of opening bell "Ability will never catch up with the demand...
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