Sean Farrell AC
Head of Digital Asset Strategy
Sean Farrell is the Head of Digital Asset Strategy at Fundstrat, where he leads the firm’s research on crypto markets and blockchain innovation. Over the past five years, Sean has helped establish Fundstrat as a leading source of institutional digital-asset research, combining macroeconomic analysis with on-chain and liquidity-based models to guide investors through this rapidly evolving space. He is a frequent guest on Coinage and FinTech TV and other crypto-focused media outlets. Sean’s market insights and forecasts have been featured in major publications including MarketWatch, CoinDesk, Barron’s, and Yahoo Finance. Before joining Fundstrat, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate at Anvil Advisors. Sean holds a B.S. in Finance from Lehigh University.
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Digital Assets - Comments
Clarity Timeline Becomes More Challenging, Macro Takes Center Stage Ex-Clarity, FIGR Is an Overlooked Crypto-Enabled Fintech
Strategy Continues to Execute: Strategy's latest 8-K reinforced the company's revised capital allocation framework. The company raised approximately $540 million through common stock issuance last...
Digital Assets - Comments
Clarity Faces Mounting Political Headwinds, But a Compromise Remains Possible, Real Yields Continue to Tighten Financial Conditions
* CAPITOL HILL DIALOGUE TURNS MORE NEGATIVE: Sentiment around the Clarity Act deteriorated today following public pushback from several Democratic senators and comments from Senate...
Digital Assets - Comments
Google CapEx Guidance Should Be a Tailwind for Miners, Clarity Negotiations Continue
Google Increases CapEx Guidance by $15B: Possibly the biggest development for markets today came from Google's earnings release. Beyond strong operating results, management raised 2026...
Digital Assets - Comments
Miner Bounce Underway, Yields Bear Watching But Clarity Still the Near-Term Driver for Crypto, Adding FIGR (Portfolio Rebalance)
Last Thursday, I argued that the selloff across the mining complex was beginning to look exhausted. At the time, the market had reacted negatively to...
Digital Assets - Comments
Miner Selloff Looks Increasingly Exhausted, Trump's Clarity Meeting Could Drive Headline Risk
The biggest development today was the accelerating selloff across AI infrastructure beneficiaries, including the miners held within our crypto equities portfolio. While the broader rotation...
Digital Assets - Comments
ETH's Relative Strength Deserves Attention, Clarity Odds May Be Better Than Markets Appreciate
The biggest development today was the June CPI report, which came in materially cooler than expected. Core CPI was unchanged month-over-month, marking the first 0.0%...
Digital Assets - Comments
Explaining the Current Regime in One Chart
The Current Regime Still Favors Equities Over BTC: A lot of ink has been spilled trying to explain why stocks are pushing to new highs...
Digital Assets - Comments
The Tactical Case for Crypto Remains Strong, Clarity Faces an UphillBattle, HOOD Quietly Becoming Best Public Market Exposure to Prediction Markets
* FLEETING GEOPOLITICAL TENSIONS: Earlier this week, we discussed the risk that a renewed flare-up in the Middle East could derail the tactical rebound developing...
Digital Assets - Comments
Crypto's Relative Strength Faces a New Test as Geopolitical Risk Re-Emerges
Crypto Was Quietly Outperforming Before Geopolitical Headlines Emerged: Today's price action was shaping up to be another encouraging session for crypto. Overnight weakness largely reflected...
Digital Assets - Comments
Strong Reversal on Strategy News Increases Odds This Bounce Extends, Adding Risk to Both Portfolios (Portfolio Rebalance)
Strategy's 8-K Was Mixed, But Price Action Was More Important Than the Headlines: The biggest news today was Strategy's latest 8-K, which confirmed the company...
