The research publication of QAXUS

Subscribe via RSS

Intelligence.

A record of the moment.
A perspective on what comes next.

Bitcoin / Markets / Macro
Independent research. Open to read.

Published research

354 briefs
181
BitcoinBTC

BTC coils at $64.5K under $65.5K resistance — trending tape meets fading flows and a live Hormuz risk premium

182
BitcoinBTC

BTC pins $64.4K in a trending tape as a Hormuz shooting war and a mispriced Brent set the next move

183
BitcoinBTC

BTC grinds to $64.6K on a squeeze setup while a collapsed US-Iran ceasefire keeps oil above $86

184
BitcoinBTC

BTC claws back to $64.2K on a trending tape, but a Hormuz oil shock and rising VIX cap the bounce

185
BitcoinBTC

BTC reclaimed $64K, but oil and rates still own the tape until $65.4K breaks

186
BitcoinBTC

BTC pinned at $63K under a collapsed Iran ceasefire — weak dollar the only bid against a hawkish Fed

187
BitcoinBTC

BTC holds $64K in a trending tape as the dollar cracks — Extreme Fear masks a clean-book accumulation setup

188
BitcoinBTC

BTC slips to $63.9K, but easing rates and defensive rotation still argue for holding the upper end of the range

189
BitcoinBTC

BTC reclaims $64.9K on a clean third leg higher — but a punitive real-yield, strong-dollar backdrop caps the trend

190
BitcoinBTC

BTC reclaims $65K on a trending tape as a Hormuz oil shock and a hawkish Fed fight the bid

191
BitcoinBTC

BTC snaps 3.8% higher to $64.5K as sellers exhaust — but $87 Brent and $4B of Q2 ETF bleed cap the tape

192
BitcoinBTC

BTC grinds to $63.9k as oil shock meets washed-out leverage — a coiled tape waiting on CPI and Hormuz

193
BitcoinBTC

Hormuz shut, Brent $80+, BTC bleaks to $62K — a range-floor test, not yet a break

194
BitcoinBTC

Hormuz shut, Brent +5%, BTC clings to $62.5K — oil shock outweighs a re-emerging BlackRock bid

195
BitcoinBTC

Hormuz re-closed, ceasefire dead — yet BTC holds $64K on a spring-loaded tape nobody is leaning into

196
BitcoinBTC

BTC holds $64K through Iran strikes on a trending tape — resilience is the signal, thin volume the caveat

197
BitcoinBTC

BTC kisses $64.4k as ETF flows flip green — but a 69% September hike bet caps the re-rate

198
BitcoinBTC

BTC coils at $64K in Extreme Fear as Hormuz reopens the oil bid and Saylor's sale retires "never sell"

199
BitcoinBTC

BTC grinds to $63.8K on dollar weakness while whales buy the fear — but a dead ceasefire caps the upside

200
BitcoinBTC

BTC reclaims $64K in a trending tape as Extreme Fear collides with a Saylor supply scare

Research archive updated

A note on the research

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.