The research publication of QAXUS
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A record of the moment.
A perspective on what comes next.
Independent research. Open to read.
Published research
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Stock-level dispersion is visible; broad-market confirmation is missing
Bitcoin at $82,077.06: corrected evening market snapshot
Hot CPI and Hormuz oil shock pin BTC at $80.5K — flows whipsaw, not capitulate
Hot CPI reprices the hike path and the AI complex pays for it — chips lead the tape down while VIX stays asleep
BTC pinned near $81.7K as hot CPI revives an October Fed hike and 5.2% yields cap every rally
BTC pinned at $82.8K into September CPI — yields at 24-year highs cap every rally at $84.5K
Rotation, not de-risking: memory cracks and defensives bid while NVDA bucks the semi rout — the index holds because the damage is single-industry
BTC claws back to $83.4K as ETF selling eases, but $100 oil and 5.24% yields cap the rebound
BTC holds $83K as $681M in weekly ETF outflows meets a resilient tape — oil above $100 the swing factor
Rotation, not a rout: Dow outruns a chip-heavy Nasdaq as CXMT and Maia 300 crack the AI trade — CPI Wednesday is the referee
BTC holds $83K as oil shock fades and ETF bleed slows — resilience is real, but demand is the unfinished test
BTC claws back toward $84K on cooling oil and a $21M flow flip — but one green session isn't a floor
CPI Wednesday Owns the Week: An Inflation Fed Can't Quit Meets a Dollar Breaking From Yields
BTC holds $83.5K on thin weekend tape as ETF redemptions pull ~$700M — short-covering bounce, not fresh demand
BTC claws back to $83K but $82.8K reclaim is only half the battle with $1.3B of ETF money exiting
BTC claws back to $83K on a Trump-Iran pause, but ETF bleed and 5.2% yields keep the bounce on probation
A year off the high, BTC holds $82K as ETF redemptions bleed October's inflows dry
Tape reclaims Thursday's AI wobble, but NVDA lags the bounce — rotation and deliveries carry the day, not the chips
BTC claws back to $82.4K as Trump defers Iran strikes past midterms, but $729M in ETF exits caps the bounce
BTC claws back to $83K after a $105 oil scare and $485M of ETF bleed — but the demand channel just blinked
Research archive updated
Each brief reflects the information and perspective at publication. Read it in context, consider the uncertainties, and revisit the original record.
Research, not investment advice.