Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio

Sean Farrell is Head of Digital Asset Strategy at Fundstrat.Equities are at all-time highs. Crypto has lagged all year. And a lot of crypto investors are frustrated.In this episode, Sean explains exactly why that divergence happened but also why he believes the worst headwinds are now behind us and we're much closer to a bull market than we were at the start of 2026. He covers what data he watches day to day and which DeFi sectors are best positioned to accrue value in the next uptrend, plus the macro case for why Bitcoin and ETH belong in every modern portfolio.Bear markets are when the most money is made. Start to lock in!------💎 THIS EPISODE'S SPONSORS🔒 KPK | Best risk-adjusted yield through automated vaults🏦 AXIS | The Origin Vault launched on Ethereum🌐 RE | Earn real yield backed by regulated reinsurance programs🟠 APYX | The first dividend-backed stablecoin (DBS)🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale------⏱️ TIMESTAMPS0:00 - Intro3:03 - Sean’s role as Head of Digital Asset Strategy at Fundstrat6:31 - When did DeFi become legit tech for Fundstrat?12:47 - How Sean and Tom Lee marry differing market views20:04 - Why market conditions for crypto have vastly improved26:28 - Is this the market bottom?28:47 - Price recovery will precede an expansion in crypto-native credit31:35 - Can DeFi app-layer tokens be winners in the next uptrend?36:35 - Which DeFi sectors are best positioned to accrue value?43:48 - TradFi and fintechs are integrating DeFi into their business46:16 - Is sentiment bullish for crypto on Wall Street?52:47 - Chance for CLARITY to pass + possible political headwinds57:34 - The macro case for ETH and BTC in every portfolio1:03:00 - From niche alternative markets to trillions onchain1:05:23 - Closing------🔗 GUEST LINKS► Fundstrat Direct: https://fundstratdirect.com/► Fundstrat Direct on X: https://x.com/fundstratdirect► Sean Farrell on X: https://x.com/SeanMFarrell------🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER► Newsletter: https://the-edge.xyz► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.