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 briefs301302303304305306307308309310311312313314315316317318319320
BTC coils at $62.6K under Extreme Fear — leverage flushed, but real yields and a potential Strategy sale cap the range
BTC grinds to $62.7K on a 5.3% weekly bounce — but Extreme Fear and a Strategy overhang keep the bid on probation
BTC bounces to $61.9K in Extreme Fear, but a no-edge range keeps the tape stuck between $58K and $67K
Soft payrolls rotate money into defensives — orderly on the surface, but 2008-wide tech put skew keeps the tail alive
BTC reclaims $61.5K on soft jobs data — a coiled relief bounce fighting a tightening real-yield tide
BTC snaps 5% off $58K washout — coiled-spring squeeze into a dollar-driven downtrend
Flat SPY hid a real Nasdaq crack as yields rose, NVDA lost $200, and MSTR stole the risk bid
BTC reclaims $60K on a 2.4% bounce, but real yields at 2.2% and a Strategy supply overhang keep the tape fragile
BTC pinned to $58.2K floor as eight weeks of ETF bleed meet Extreme Fear — thin book, coiled tape
Quarter-end buyers kept control, but the tape was selective: index strength hid AI fatigue and a real crypto-balance-sheet break
BTC grinds to $58.7K, 3% off the 30-day floor — rates, not war, now run the tape
BTC pins the 30-day floor at $58.4K as a hawkish Fed outweighs an oil-disinflation gift
Tech-led relief rally snaps the five-day losing streak, but MSTR's broken treasury and NVDA's China stall keep the structural cracks in view
$60K holds on a flushed book — but a -18.5% month and a hawkish Fed keep the path of least resistance lower
BTC pinned at $59.9K on a cleaned-out book — extreme fear meets a hostile macro and Saylor turning seller
BTC sub-$60K into quarter-end: eight weeks of ETF bleed meets a bid that won't break $58K
BTC closes a losing Q2 below $60K as a collapsing Iran ceasefire and a 120-handle dollar pin the tape at its lows
BTC defends $58K on record ETF bleed — a conviction test, not a cycle break, with macro still tightening
BTC bounces off $58.2K into a hawkish Fed wall — washed-out positioning, but $65.5K is the only proof bulls have
Tech rotation, not breadth break: QQQ -1.5% on AI fatigue while TSLA bucks the tape and the dollar tightens the screws at 120.4
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.