Sean Farrell

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 👇

Digging into $MSTR and the rest of the market with @FundstratDirect's @SeanMFarrell Tune in! ⬇️

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 ⬇️

Look forward to playing with GPT -5.7 STRC when it drops

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/crypto-m…

.@FundstratDirect's @SeanMFarrell with a warning that $BTC could fall as low as $48,000 as Strategy fears mount 👀⬇️

@ConvexDispatch not bad but not great. Today was enough to stem the acute "tailspin" risk. But increasing the reserve to only 7 months of dividend coverage means BTC is unlikely to see substantial flows from STRC ahead of the next ex div date

@SeanMFarrell how is it looking for you? $MSTR ended up buying $BTC and refilling some of the reserve.

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

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!

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

@SeanMFarrell 100% Also - sorry about @coach_cahill

Hyperliquid

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"

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 ⬇️

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

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.

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

I believe I once read about this in a substack post

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…

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.

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"?