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 snapshot at $59.6K after a 20.4% 30-day decline — $58K remains the conditional hinge
BTC cracks $60K to 20-month lows as risk capital flees crypto for Treasuries — $58.2K is the line
Micron's blowout couldn't lift the Nasdaq — breadth rotated to industrials while AI leadership and crypto-leverage cracked
BTC cracks $60K to 21-month lows as dollar peaks and oil unwinds — the pressure is macro, the entry is contrarian
BTC clings to $61K into a $10B OpEx as the Hormuz oil unwind hands risk assets a disinflation gift the tape hasn't priced
Flat index print hides a failed breakout: tech rejects the highs, MSTR cracks -9.3% on sub-$60k Bitcoin, all eyes on Micron
BTC loses $60K to an 8-month low as the oil crash kills the last prop under the debasement trade
BTC bounces off $59K base into a hawkish Fed — de-escalation removed the tail risk and the crisis bid alike
AI capex unwind drags Nasdaq -3.3% while staples and financials hold — this is a single-sector rout testing breadth, not yet a broad break
BTC drifts to $62.4K in textbook downtrend as a strong dollar overpowers the Iran-oil tailwind
BTC sheds 4.4% to $62.2k as the oil-war premium deflates straight into Fed-hike pricing
Mega-cap tech bleeds as Alphabet drags the Nasdaq, but breadth says rotation — not risk-off
BTC claws to $64.4K off the lows, but a surging dollar and six straight weeks of ETF bleed cap the bounce
BTC holds $65K through six weeks of ETF bleed as Hormuz risk and Fink's $700K call frame a washed-out tape
BTC bases at $63.8K into a hawkish Warsh tape and a hardening Hormuz closure — trend still down, but shorts are squeezeable
BTC pins $64K in a trending tape — Hormuz rhetoric and a hawkish 2Y cap the upside, but leverage is flushed
BTC reclaims $63.8K off the $59.4K low, but a flushed book meets a hawkish 2Y and $4.4B in ETF bleed
BTC reclaims $63.5K off the $59K low — trending tape meets a hawkish rates wall
Extreme Fear meets a de-escalation tape: BTC pins $63K as oil unwinds but yields and hawkish Fed cap the bounce
BTC bleeds to $62.7K as Warsh's hawkish Fed swamps the Hormuz peace bid — purged book, no panic volume
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.