Welcome to Fundstrat Direct!
A guide to our Crypto publications, including reports and videos.
Our digital assets team was early to this market and knows how to navigate it. They pair crypto native expertise with decades of traditional markets experience to deliver clear, actionable research for new and experienced investors alike. It is the same rigor Fundstrat brings to equities, now applied to digital assets.
The team's work spans the full set of forces that drive crypto: macro and liquidity conditions, risk appetite, market positioning, flows, on-chain activity, and the fundamentals of individual assets. They translate all of it into a clear view of where the opportunities and risks sit, so you can think like a digital assets expert.
Research
Digital Asset Strategy
Sean Farrell AC
Head of Digital Asset Strategy
An ongoing read on the crypto market: what is moving it, where the opportunities are, and what to watch next. Delivered near daily as a video with an accompanying report, or as a written report on its own.
What to expect
- Quick hitting takes on the latest market developments, actionable opportunities, and near term catalysts.
- Deeper written reports that work through the drivers that matter, including liquidity, risk appetite, positioning, and flows, and translate them into clear, actionable conclusions.
Special Reports
Fundstrat Direct Team
In depth reports on the leading protocols and companies shaping the crypto ecosystem, covering technology, market positioning, value proposition, and risks.
Crypto ⚡️FlashInsights
Timely updates when market conditions, developments, or opportunities warrant intraday commentary from the digital assets team.
- The crypto team can reach members directly via the Fundstrat Direct app and website when market developments warrant timely analysis or guidance.
- Concise observations and guidance to help members stay informed during fast moving sessions.
- Members can also opt to receive a summary of each trading day's Crypto FlashInsights after the close, by email.
Model Portfolios
Crypto Core Strategy
Sean Farrell AC
Head of Digital Asset Strategy
A research driven model token portfolio for investors who want a more disciplined approach to crypto than simply holding bitcoin. Drawing on macro, on-chain, and market data, Head of Digital Asset Strategy, Sean Farrell allocates across BTC, select altcoins, and stablecoins to express his current views on opportunity and risk.
How to use the Crypto Core Strategy
- The portfolio spans bitcoin, select altcoins, and stablecoins.
- The stablecoin (cash) allocation signals the team's risk posture: a higher weighting means a more defensive stance, while a lower weighting reflects a more favorable environment for taking risk.
- The allocation to altcoins reflects Sean's conviction that select digital assets can outperform bitcoin and enhance overall portfolio returns.
Crypto Equities Portfolio
Sean Farrell AC
Head of Digital Asset Strategy
A research-driven model portfolio of crypto-linked equities managed by Sean Farrell. Drawing on the same macro, fundamental, and market framework used throughout Fundstrat's digital asset research, the portfolio invests in publicly traded companies with meaningful exposure to the digital asset economy.
What to expect
- Coverage across the key categories of crypto linked equities: crypto financial services companies, bitcoin miners, treasury companies, and others.
- Sean's current positioning and views, expressed through portfolio weightings, including cash as a flexibility and risk-management tool.
Webinars
Crypto Outlook
Sean's complete year ahead view on the digital asset market. The session opens with the long term structural tailwinds behind the asset class, the bull and bear cases for the year, and the macro and liquidity backdrop framing it all. From there, Sean details the factors he watches to diagnose a market turn, including relative performance versus equities, how the market behaves on bad news, signs of capitulation, flow trends, and the catalysts that could drive the next move. Opportunities and risks get a close look across bitcoin, L1s, DeFi, select altcoins, and crypto linked equities, with a clear eye on tokenomics and fundamentals. Rounding it out are updates to the model portfolios and live member Q&A.
Crypto Market Update
A recurring live session where Sean and Mark break down the month in digital assets. Sean covers the macro, fundamental, and on-chain picture along with the catalysts driving the market, and Mark adds the technical perspective, walking through the charts, key levels, and trends across crypto. Together they connect the macro, fundamental, and technical views into one read on the near term setup, with time for member questions.
Guest Webinars / Fireside Chats
Live sessions featuring leading voices from across the digital asset industry. The team sits down with founders, investors, and operators for a deeper conversation on a specific protocol, company, or theme. Past guests have included the Solana Foundation, Barry Silbert, and Grayscale.