digital assets @fundstrat / @fundstratdirect
New York, NY
Joined December 2010
- Tweets1.6K
- Following1.4K
- Followers16.5K
- Likes2.5K
Sean Farrell retweeted
LIVE W/SEAN FARRELL: Head of Digital Asset Strategy at Fundstrat
2026 Crypto Predictions! xitter.cf/i/broadcasts/1pKkOXZZM…
Sean Farrell retweeted
1/ 🎙️ "The credit market just hasn't had that cloud moment yet."
@dennisbree puts credit at ~$200T, with only ~$60B on chain.
New Capital Markets Spotlight episode is LIVE on Level Up with Dennis at @Morpho.
Join @David_Grid & @SeanMFarrell as they dive into:
◆ How Blue, Vaults & Midnight fit together
◆ How fintechs and exchanges build on Morpho
◆ What banks ask about counterparty and smart contract risk
◆ Where vaults stand with the SEC
◆ The token model, and why there are no protocol fees today
🔗 Full episode links below ⬇️
Sean Farrell retweeted
Chatting with the one and only @FundstratDirect's @SeanMFarrell about Bitcoin and Macro:
Fundstrat on Bond Yields Hitting 2002 High xitter.cf/i/broadcasts/1XxygwNVp…
Sean Farrell retweeted
BESSENT COULD UNLEASH $1 TRILLION ON BOND MARKET
The US Treasury could tap its nearly $1 trillion cash account to fund expanded bond buybacks, potentially giving it major firepower to push long-term yields lower.
Treasury recently doubled minimum buybacks of longer-dated securities to $4 billion, with Bessent signaling even larger purchases are possible.
Using existing Treasury cash could strengthen the program’s market impact while reducing the need for Federal Reserve involvement.
Sean Farrell retweeted
TBT to @FundstratDirect Head of Digital Asset Strategy @SeanMFarrell flagging potential actions from the Treasury on @coinage_media last week:
"It increases the odds that you see some coordinated intervention...like active Treasury issuance" 🎯
Sean Farrell retweeted
Chatting with @FundstratDirect @SeanMFarrell about the best opportunities in crypto-related names right now — and what to prepare for through year-end!
Tune in:
Stocks Hit New Highs. Is Crypto Next? xitter.cf/i/broadcasts/1nGnRBBVo…
Sean Farrell retweeted
🎙️ New @Edge_Pod
🤝 Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio
0:00 - Intro
3:03 - Sean’s role at @FundstratDirect
6:31 - When DeFi became legit tech
12:47 - Sean and Tom Lee on differing views
20:04 - Market conditions for crypto improved
26:28 - Is this the market bottom?
28:47 - Price recovery before credit expansion
31:35 - Can DeFi tokens win next uptrend?
36:35 - DeFi best placed to accrue value
43:48 - TradFi/fintech integrating DeFi
46:16 - Is Wall Street bullish for crypto?
52:47 - CLARITY + possible political headwinds
57:34 - Case for ETH + BTC in every portfolio
1:03:00 - From niche markets to trillions
1:05:23 - Closing
🙏 Thanks to Fundstrat Head of Digital Asset Strategy @SeanMFarrell for joining us!
Sean Farrell retweeted
New @Edge_Pod drops in a few hours!
We're joined by @SeanMFarrell, Head of Digital Asset Strategy at Fundstrat, for one of our best episodes to share with friends and colleagues looking to rotate capital back into digital assets.
Even within Fundstrat, Sean and Tom Lee (@fundstrat) regularly hold differing short-term views while agreeing on the long-term trajectory of digital assets like ETH.
Subscribe at the-edge.xyz and follow @Edge_Pod 📌
Sean Farrell retweeted
1/ 🚀 New special episode today on Medici Level Up – Live at LA 26
Join @David_Grid & @SeanMFarrell on-site as they sit down with 3 industry leaders in digital assets - a capital allocator, a protocol founder, and a builder bridging TradFi and blockchain.
▶️ Full episode link + interview snippets below 👇
Sean Farrell retweeted
Strategy Sells $400M of Stock w/ Fundstrat’s Sean Farrell xitter.cf/i/broadcasts/1RKjppYNM…
Sean Farrell retweeted
1/ 🔊 "AI will be able to de-anonymize your wallet - it knows where and when you're transacting. It's a major risk.
So what should financial privacy look like in the age of AI?
New Level Up episode is LIVE with @will__mcevoy, CIO of
@cypherpunk. Join @David_Grid & @SeanMFarrell as they dive into:
◆ Why privacy may be "the other side of the AI coin"
◆ The investment thesis behind Zcash and Cypherpunk
◆ Bitcoin's institutionalization and the revival of cypherpunk ideals
◆ The evolution of digital asset treasuries
◆ Key catalysts and risks shaping the privacy thesis
🔗 Full episode links below ⬇️
Sean Farrell retweeted
The Iran deal is set to be signed later this week. Crude has rolled over. The Fed decides tomorrow. For the first time in weeks, the macro setup for crypto is genuinely improving.
The harder question is whether it translates.
@SeanMFarrell and @MarkNewtonCMT on the 2H Crypto Outlook. Today at 2pm ET: fundstratdirect.com/event/cr…
Sean Farrell retweeted
.@FundstratDirect's @SeanMFarrell with a warning that $BTC could fall as low as $48,000 as Strategy fears mount 👀⬇️
The Worst Is Not Over For Bitcoin w/ Fundstrat’s Sean Farrell xitter.cf/i/broadcasts/1yxBeebdV…
Sean Farrell retweeted
Thanks @David_Grid and @SeanMFarrell for a great conversation at Medici LA
We covered a lot of ground on financial privacy and why I have backed Zcash $ZEC for nearly a decade
"Decentralized digital money that is private by design is good for the world" @BarrySilbert
Tune in to hear the thesis behind our long-term conviction in Zcash zcash:native and why we are doubling down on financial privacy in the latest ep from @NetworkMedici
youtube.com/watch?v=HRj9Bt-w…
Sean Farrell retweeted
Bitcoin just notched its first week of outflows in 2 months. Is bitcoin:native headed for trouble?
@fundstrat Head of Digital Asset Strategy @seanmfarrell joins us live to break it down. Tune in!
Is Bitcoin Set to Crash? w/ Fundstrat’s Sean Farrell xitter.cf/i/broadcasts/1qxvvkjYL…
Sean Farrell retweeted
Data from @FundstratDirect @SeanMFarrell shows that $BTC usually underperforms in weeks following $STRC ex-dividend dates, like today:
"BTC performance in the ~14 days following prior STRC ex-dividend dates has been weak (-4.3%, -6.5%, -11.6%), suggesting a potential air pocket"
Sean Farrell retweeted
1/ 📣 "Jupiter today reminds fundamental investors of what Robinhood was pre-COVID… a very strong core audience, a very loyal and sticky retail customer base."
@xxjzhu makes the case that Jupiter is the clearest expression of the fat app thesis on @solana.
New Level Up episode is LIVE with @xxjzhu, President of @JupiterExchange. Join @David_Grid & @SeanMFarrell as they dive into:
◆ Its evolution from DEX aggregator to DeFi super app
◆ JupNet: the omni-chain execution layer
◆ Jupiter Global: stablecoin cards + QR pay in 200 countries
◆ Net-zero emissions DAO vote + ParaFi’s investment
◆ Bull and bear case for JUP at current valuations
🔗 Full episode links below ⬇️
Sean Farrell retweeted
Chatting with @fundstrat Head of Digital Asset Strategy @SeanMFarrell about where crypto goes from here:
LIVE: The Analyst Who Called The Crypto Crash xitter.cf/i/broadcasts/1NGaraDPE…
Sean Farrell retweeted
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Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.
Sean Farrell retweeted
Live webinar starting in 1 hour🚨
Join @SeanMFarrell and @MarkNewtonCMT today at 2PM ET for a live Crypto Market Update as they break down:
→ Key risk levels for BTC and ETH
→ What positioning and flows signal about institutional behavior
→ The catalysts that could shift sentiment in the weeks ahead
→ Where we think the bottom is for crypto
fsinsight.com/event/crypto-m…
