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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BTC clings to $62.5K after losing $60K: short squeeze meets a hawkish Fed and a fragile Hormuz ceasefire
BTC squeezes off $59K floor to $63.4K, but rate shock and a 40% VIX spike cap the bounce
BTC bounces to $63.8K on a short squeeze, but a hawkish Fed and a re-igniting Iran war cap the rally
BTC's $2k bounce to $62K is a breather, not a bottom — macro stack and Hormuz still pin the tape lower
BTC clings to $61.9K above the 200-week line as hawkish Fed, shut Hormuz and ETF bleed collide
BTC cracks $60K — 52% off ATH as ETF bleed, MSTR sale and a hawkish jobs print gut the digital-gold thesis
BTC loses $60K for first time since the 2024 election — capitulation tape, but no macro reason to catch it yet
BTC bleeds to $61.6K on record ETF exodus and Strategy's first sale since 2022 — $60K is the line
BTC pierces $62K on record ETF bleed and a broken Saylor bid — NFP is the only switch left to flip
Record ETF outflows drag BTC to $63.5K — flow event, not yet a floor; $61K is the line that decides
BTC breaks $63K on record ETF bleed — digital-gold narrative fails the geopolitical test as gold rallies
BTC Prints 30-Day Low as $3.2B ETF Exodus and Hormuz Escalation Crush Risk Appetite
BTC Teeters at $67K as Record ETF Exodus, MSTR Sale, and Hormuz Stalemate Compound
BTC breaks $68k on record ETF outflows; mean-reverting tape argues for bounce if $67k holds
Bitcoin Breaks $69K on Eleventh Straight ETF Outflow Day; Hormuz Talks Loom
BTC Grinds to 30-Day Lows as Iran Halts Talks and ETF Outflows Stretch to 10 Days
BTC Hits 30-Day Low at $72K as ETF Outflows Reach 10 Days and Hormuz Chaos Reprices Oil
ETF outflow streak hits 10 days as BTC consolidates at $73.6K; ceasefire uncertainty keeps bid muted
$2.97B May ETF Bleed Absorbed Without Breakdown — But Who's the Buyer?
BTC presses $73k floor as ETF outflows extend; Iran deal priced but unsigned.
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.