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
201
BitcoinBTC

BTC grinds to $63.2K on flushed leverage as Iran ceasefire collapse re-embeds an oil risk premium

202
BitcoinBTC

Iran ceasefire collapses, Brent rips to $80 — BTC holds mid-range at $62.6K but the bid is defensive

203
BitcoinBTC

Iran ceasefire collapse jolts risk; BTC slips to $62K but holds the 30-day midpoint as dip buyers reload

204
BitcoinBTC

BTC clings to $61.9K as Iran ceasefire collapse jolts oil — clean positioning meets a fresh war premium

205
BitcoinBTC

BTC stalls at $63.6k as ETF inflows return but Strategy sells and the Hormuz truce cracks

206
BitcoinBTC

BTC reclaims $63K, but the real test is whether buyers can clear $64.4K before macro pressure reasserts

207
BitcoinBTC

BTC reclaims $63.8K in a trending tape — but Saylor's broken "never sell" is the tax on every rally

208
BitcoinBTC

BTC stalls at $61.7K mid-range: whales absorb ETF bleed as Iran premium drains and real yields bite

209
BitcoinBTC

BTC pinned at $62.7K as Extreme Fear meets a steepening curve — capitulation floor, macro ceiling

210
BitcoinBTC

BTC grinds back above $62.7K on Extreme Fear — a squeeze setup fighting a real-rates headwind

211
BitcoinBTC

BTC reclaims $63.2K on soft-jobs relief bid — but the whole tape hinges on whether Strategy turns seller

212
BitcoinBTC

BTC coils at $62.6K under Extreme Fear — leverage flushed, but real yields and a potential Strategy sale cap the range

213
BitcoinBTC

BTC grinds to $62.7K on a 5.3% weekly bounce — but Extreme Fear and a Strategy overhang keep the bid on probation

214
BitcoinBTC

BTC bounces to $61.9K in Extreme Fear, but a no-edge range keeps the tape stuck between $58K and $67K

215
BitcoinBTC

BTC reclaims $61.5K on soft jobs data — a coiled relief bounce fighting a tightening real-yield tide

216
BitcoinBTC

BTC snaps 5% off $58K washout — coiled-spring squeeze into a dollar-driven downtrend

217
BitcoinBTC

BTC reclaims $60K on a 2.4% bounce, but real yields at 2.2% and a Strategy supply overhang keep the tape fragile

218
BitcoinBTC

BTC pinned to $58.2K floor as eight weeks of ETF bleed meet Extreme Fear — thin book, coiled tape

219
BitcoinBTC

BTC grinds to $58.7K, 3% off the 30-day floor — rates, not war, now run the tape

220
BitcoinBTC

BTC pins the 30-day floor at $58.4K as a hawkish Fed outweighs an oil-disinflation gift

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.