Fundstrat Global Advisors

09/01/2026

Next Tuesday⏰

Fundstrat's Sean Farrell sits down with Anatoly Yakovenko, co-founder of Solana and CEO of Solana Labs.

September 8 at 2:30pm ET. Free to register:
https://fundstratdirect.com/event/the-solana-thesis-from-the-founder-a-conversation-with-anatoly-yakovenko/?utm_medium=social&utm_source=facebook&utm_campaign=webinar&utm_term=20260901&utm_content=Anatoly-Yakovenko

Some of what's on the table:

• The investment thesis for Solana, straight from the founder
• How investors should think about Solana's competitive positioning in the market
• What's being built on Solana today with real adoption potential over a multi-cycle timeframe
• Bridging traditional finance and crypto: tokenization, real-world assets, and institutional capital on chain
• Solana Mobile and why hardware has become a major focus for Solana's co-founder
• The key risks and opportunities for the network and the asset, and what finance looks like a decade from now

Solana Foundation is a client of Fundstrat and receives Fundstrat's published research reports. Solana Foundation has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here: http://fundstratdirect.com/disclosures/

08/24/2026

Fundstrat's Sean Farrell sits down with Anatoly Yakovenko, co-founder of Solana and CEO of Solana Labs.

Tuesday, September 8 at 2:30pm ET. Free to register: https://fundstratdirect.com/event/the-solana-thesis-from-the-founder-a-conversation-with-anatoly-yakovenko/?utm_medium=social&utm_source=facebook&utm_campaign=webinar&utm_term=20260824&utm_content=Anatoly-Yakovenko

What we'll cover

• The investment thesis for Solana, straight from the founder
• How investors should think about Solana's competitive positioning in the market
• What's being built on Solana today with real adoption potential over a multi-cycle timeframe
• Bridging traditional finance and crypto: tokenization, real-world assets, and institutional capital on chain
• Solana Mobile and why hardware has become a major focus for Solana's co-founder
• The key risks and opportunities for the network and the asset, and what finance looks like a decade from now

Solana Foundation is a client of Fundstrat and receives Fundstrat's published research reports. Solana Foundation has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes. Full disclosures available here: https://fundstratdirect.com/disclosures/

Market Data Insight for Actionable Strategy

08/05/2026

Alphabet tops Apple's market value in validation of AI trade revival.

Would you buy $GOOG over $AAPL right now? Today's First to Market: https://fundstratdirect.com/market-intelligence/first-to-market/2026/08/05/alphabet-tops-apples-market-value-in-validation-of-ai-trade-revival/?utm_medium=social&utm_source=facebook&utm_campaign=publication&utm_term=20260805&utm_content=FTM

07/22/2026

Where does $BTC go from here? What are the charts saying that the historical data doesn't show?Mark Newton + Sean Farrell. Live crypto update, today at 2PM ET. Save your seat:https://fundstratdirect.com/event/crypto-market-update-july-2026/?utm_medium=social&utm_source=facebook&utm_campaign=webinar&utm_term=20260721&utm_content=crypto-update

07/17/2026

Topping out, or primed for new highs?

That's just one of the big questions Tom Lee takes on in Fundstrat's July webinar. His full macro read, his H2 view, and Fundstrat's updated Top 5 and Bottom 5 are in the replay: https://fundstratdirect.com/event/macro-update-top-ideas-july-2026/?utm_medium=social&utm_source=facebook&utm_campaign=replay&utm_term=20260717&utm_content=macro-update

07/16/2026

AI agents are becoming a new economic layer: discovering, transacting, and coordinating on-chain with no intermediaries.|

Tom Lee, Sean Farrell and Virtuals Protocol CEO Jansen Teng break down what it means for investors.

Free, live July 28 at 11am ET. Save your spot now →https://fundstratdirect.com/event/the-agentic-economy-from-digital-agents-to-the-physical-economy/?utm_medium=social&utm_source=facebook&utm_campaign=webinar&utm_term=20260716&utm_content=virtuals-agentic-economy

Virtuals Protocol is a client of Fundstrat and receives Fundstrat's published research reports. Virtuals Protocol has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes.

Full disclosures available here: https://fundstratdirect.com/disclosures/

07/15/2026

Congress is back, and the Clarity Act is the whole ballgame for crypto in 2026.

Sean Farrell and Tom Block break down where the fight stands with the Solana Policy Institute

Watch the replay, open to all: https://fundstratdirect.com/event/market-structure-rulemaking-and-cryptos-regulatory-road-ahead/?utm_medium=social&utm_source=facebook&utm_campaign=replay&utm_term=20260715&utm_content=solana-policy-institute

Conflicts of Interest: The Solana Foundation is a client of Fundstrat and receives Fundstrat's published research reports. The Solana Foundation has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes.

Full disclosures available here: https://fundstratdirect.com/disclosures/

07/14/2026

Today at 11am ET: Fundstrat goes live with the Solana Institute

Free to attend→https://fundstratdirect.com/event/market-structure-rulemaking-and-cryptos-regulatory-road-ahead/?utm_medium=social&utm_source=facebook&utm_campaign=webinar&utm_term=20260714&utm_content=solana-policy-institute

Conflicts of Interest: The Solana Foundation is a client of Fundstrat and receives Fundstrat's published research reports. The Solana Foundation has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes.

Full disclosures available here: https://fundstratdirect.com/disclosures/

07/14/2026

"Fundstrat is proud to announce a broad partnership with Securities to bring our research capabilities to the multi-country footprint of KGI

Our research will now be more widely available in: Taiwan, Singapore, Thailand

and across KGI brokerage network" - Tom Lee

Read more:

Bringing Taiwan to the World and the World to Taiwan

07/09/2026

Does the Clarity Act pass this year, or not? And what are the implications for crypto markets either way? Fundstrat goes live with the Solana Policy Institute to break this down. Tuesday, July 14, 11am ET.
Free to attend→ https://fundstratdirect.com/event/market-structure-rulemaking-and-cryptos-regulatory-road-ahead/?utm_medium=social&utm_source=facebook&utm_campaign=webinar&utm_term=20260709&utm_content=solana-policy-institute

Conflicts of Interest: The Solana Foundation is a client of Fundstrat and receives Fundstrat's published research reports. The Solana Foundation has commissioned Fundstrat for a specific research project and has permissions to distribute. This event and reports included are intended for research and educational purposes.

Full disclosures available here: https://fundstratdirect.com/disclosures/