Sean Farrell

digital assets @fundstrat / @fundstratdirect

[Zack Guzmán @zGuz]

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!

[Sean Farrell @SeanMFarrell]

@dschamis @coach_cahill lmao - poached by a formidable opponent at least

[Sean Farrell @SeanMFarrell]

Hyperliquid

[David Schamis @dschamis]

Well if any CEO has the guts to fight the big investment banks & the buyside in pricing an IPO its got to be @elonmusk - let's see if he can do it.

And now all it means to "fight" is to say "look at where it's trading on @HyperliquidX " - the trick is when the bankers give you 1000 excuses as to why the HL price isn't real you need to have the guts to tell them you are going to pull the deal and for them to believe it - Elon may be the right guy for this job!

@HypeStrat
@tradexyz
@SpaceX
$PURR

[Coinage ♻️ @coinage_media]

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"

[Medici Network @NetworkMedici]

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 ⬇️

[Zack Guzmán @zGuz]

Chatting with @fundstrat Head of Digital Asset Strategy @SeanMFarrell about where crypto goes from here:

[trade.xyz @tradexyz]

S&P Dow Jones Indices and trade[XYZ] have joined forces to launch the first official S&P 500 perpetual contract, available exclusively on Hyperliquid.

For 69 years, the S&P 500 has been a defining reference point for global finance. Until now, access to that benchmark has been shaped by market hours, intermediaries, and geography. Today, that changes.

The S&P 500 perp is now available 24/7/365, anchored by the official index data required for deep liquidity and institutional confidence at scale. 

SPDJI helped define modern indexing. They are stewards of an iconic benchmark, the standard against which portfolios across the globe are measured. We are honored to bring that legacy on-chain.

Trade[XYZ] is bringing the world's most iconic assets towards a future of global, continuous markets — a future powered by Hyperliquid.

[Sean Farrell @SeanMFarrell]

PSA: Mark was hacked. Please do not click any links. He is working on a resolution.

[Sean Farrell @SeanMFarrell]

I believe I once read about this in a substack post

[*Walter Bloomberg @DeItaone]

BLOCK SHARES JUMP 18% ON PLAN TO CUT OVER 40% OF WORKFORCE

[Fundstrat Direct @FundstratDirect]

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
https://t.co/f3qstQHvD0

[Sean Farrell @SeanMFarrell]

An interesting theme emerging in crypto is the rise of devcos building operating businesses on top of their own purpose-built chains. The most notable example is Stripe/Tempo. Plasma is another team pursuing this "full-stack" strategy, and I find it compelling. I’ll try to eventually share more thoughts soon on what this could mean for the token, but in the meantime, enjoy this podcast we recorded with @pauliepunt. Thought it was a fun convo.

[Medici Network @NetworkMedici]

1/🎙️“Blockchains are on average terrible businesses… gas fees are just a perpetual race to zero.”

So how do blockchains build real businesses?

New Level Up episode is LIVE with @pauliepunt, Founder & CEO of @Plasma. Join @David_Grid & @SeanMFarrell as they dive into:

🔹 Why stablecoins are "exporting the dollar" globally
🔹 Plasma's edge: purpose-built for stablecoin payments
🔹 Plasma One’s neobank thesis
🔹 How XPL could capture long-term value
🔹 Key adoption metrics, DeFi growth, and regulatory hurdles

🔗 Full episode links below ⬇️

[Joshua Lim @joshua_j_lim]

crazy levels of fear in the crypto markets today...

- SOL touching $68, putting all the auction levels in the FTX estate sales underwater

- BVIV (30d rolling implied vol on BTC) hit 95v, from 40v a week earlier

- MSTR Jan27 $5 strike puts trading at $0.50, pricing in ~10% of default over the next year

- BTC March (50 days) 15 delta skew at +35v to the puts

"buy when there's blood in the streets"?

[Sean Farrell @SeanMFarrell]

Almost time to go shopping

[Coinage ♻️ @coinage_media]

TBT to that time we had @SeanMFarrell on Coinage 31 days ago to give our community the warning that:

Bitcoin was falling to $60,000
Solana was falling to double digits
Ethereum was falling to $1,600

Signal through the noise.

[Mark Newton CMT @MarkNewtonCMT]

@swingtrading69 @SeanMFarrell Great.. shoot me a message in May.. the most important thing you can do for YOURSELF NOW.. is to watch the ONE-HOUR webinar Sean and i did on Crypto last week

[Bradley S. @BradleyRawkStar]

@greepinn @MarkNewtonCMT @swingtrading69 @SeanMFarrell 👀 actually I started with @fs_insight around November and since then they’ve been spot on @SeanMFarrell called the January rally and predicted 1800 eth and 60k btc in December. And so far he’s been spot on 😅 I hated to hear that of course but he’s been right

[Citrini @citrini]

ironically, Hyperliquid.

[Sean Farrell @SeanMFarrell]

Observing

[Alex Thorn @intangiblecoins]

bitcoin is likely to see lower prices, drifting towards $70k then potentially down to the 200w MA (~$60k) over the next weeks/months

historically those levels have been strong entry points for long term investors

sent this note to galaxy clients last night

[zoomer @zoomerfied]

[ ZOOMER ]

MSCI CONCLUDES REVIEW INTO DAT INDEX INCLUSION, DECIDES NOT TO EXCLUDE DATS LIKE MICROSTRATEGY FROM INDEXES

[Zack Guzmán @zGuz]

Chatting with one of the top crypto analysts @SeanMFarrell to dive into the @fundstrat crypto outlook for 2026!

Tune in ⬇️