The research publication of QAXUS
Subscribe via RSS
Subscribe via RSSIntelligence.
A record of the moment.
A perspective on what comes next.
Independent research. Open to read.
Published research
497 briefs221222223224225226227228229230231232233234235236237238239240
BTC pinned at $63K in a washed-out range — hawkish rates cap the bid, Gaza and payrolls hold the key
Hyperscaler capex re-rates the AI trade — NVDA breaks 200 as VIX collapses to 17; MSTR's five-week buy pause isolates the levered-BTC unwind
Hawkish Fed and $89 crude cap BTC at the range midline — 62.5k is the line that decides August
BTC grinds to $63.7K under a hawkish Fed and $88 Brent — extreme fear meets a stubborn ETF bid
Tech-led bounce papers over a bear-steepener — VIX at 20.66 says the tape is buying the dip and the bond market isn't
BTC holds $64.7K on a late ETF-flow flip, but a collapsed Iran ceasefire and a 9-3 Fed keep the bid tactical
BTC grinds $64.8K through a hawkish hold and a widening Gulf war — resilience without conviction
The tape voted against AI beta first; tonight’s megacap capex language decides if this was reset or regime change
BTC held $63.4K through oil shock and ETF slippage, but the market still needs $62.5K to survive and $66K to heal
BTC coils at $64K into a live FOMC — compressed positioning primes a squeeze either way
Chip panic hits the tape, rotation absorbs it: SPY green while QQQ bleeds — the split is the signal into mega-cap capex week
BTC holds $63.8K as oil-risk premium unwinds — but tight real yields keep the lid on any re-rating higher
BTC bleeds to $63.5k as the oil scare fades — trending tape says the floor at $63.1k matters more than the fear
Index masks the fracture: SPY pins near highs while NVDA breaks $200 and money rotates into MSTR and defensives
Oil craters on Iran pause, BTC holds $64.9k in a coiling, lean-book tape — vol resolves into the Fed
Oil craters on Iran strike pause, but BTC's $65K grind still needs a $66.8K close to earn the breakout
Chokepoint Crisis Meets a Contested Fed: Energy Tightness Forces the Week's Hand
BTC holds $64.6k in a trending tape as a two-strait oil crisis and a broken ETF streak pull against the bid
BTC holds $64.4k in a trending tape as Brent tops $100 and yields grind higher — cleaned-out leverage keeps the upside case alive
Oil above $100 and a 4.71% 10Y keep BTC pinned at $64K — flows recovering, tape still trending
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.