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
341
BitcoinBTC

BTC Holds $77K as ETF Streak Hits $2.1B While Stalled Iran Talks Lift Brent to $107 Into FOMC

342
BitcoinBTC

BTC grinds at $77.6K with retail short and ETFs absorbing 9x issuance — the squeeze setup is fully loaded under $79.3K

343
BitcoinBTC

BTC $78.2K, +19% on the month: ETF desks absorbing 9x issuance while retail sits short — squeeze fuel, not a top.

344
BitcoinBTC

BTC grinds to $77.5K on ETF absorption at 9x issuance while retail shorts and miners feed the squeeze setup

345
BitcoinBTC

BTC coils at $77.5K as ETFs swallow 9x new supply and retail stays short — the squeeze setup is loaded

346
BitcoinBTC

ETFs absorb 9x issuance into a Fear-reading tape: BTC coils below $79.3K as oil, not supply, caps the breakout

347
BitcoinBTC

BTC holds $77.9K through Hormuz shock as ETFs absorb $1.9B — negative funding and Fear sentiment set the compression

348
BitcoinBTC

BTC snapshot near $77.7K with a $79,523 high across 29 completed daily bars — mixed macro backdrop and a possible squeeze

349
BitcoinBTC

BTC reclaims $78.5K as $1.9B ETF week meets a fragile Iran ceasefire — flows confirm, Hormuz doesn't

350
BitcoinBTC

BTC pins $79K as ceasefire drains DXY, IBIT leads $1.9B weekly haul, and fear-level sentiment masks a squeeze setup

351
BitcoinBTC

BTC $76,408: Iran ceasefire deadline Wednesday is the binary catalyst — $77,957 ceiling holds, negative funding coils the squeeze

352
BitcoinBTC

BTC near $76K on completed Coinbase hourly data; blockade enforcement remains a risk, while the ceasefire trade is conditional.

353
BitcoinBTC

BTC fades from $76.3K peak as $57B OI loads for Tuesday Islamabad talks — Iran noncommittal, ceasefire expires Wednesday.

354
BitcoinBTC

Touska seizure kills diplomatic track; BTC's $75K resilience against oil +5% is unlikely to hold.

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.