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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Oil shock breaks BTC under $84K a day after the $126,198 ATH — leverage flush, not a demand failure
BTC slips to $83.4K one day off the ATH as oil, 5.31% yields and a cooling ETF bid overwhelm Uptober greed
BTC parks at $85.6K as oil-driven yields and ETF outflows cap the bid — IBIT carries the whole book
BTC pins $86K at range top as Uptober flows fight 5.28% yields and a live Hormuz premium
BTC pinned at $85.8K beneath the $87K cap as whales short into IBIT's rebound — $90K liquidity sits overhead
BTC pins $86K one year after ATH as $87.5K caps the tape and ETF demand narrows to one buyer
BTC pins $85.8K under the $87.5K wall as oil-war risk and sticky 5% yields cap the Uptober bid
BTC holds $85K as ETF demand narrows and Hormuz stays shut — one year to the day from the $126K peak
BTC holds $84.7K as a record ETF week cools — yields above 5% cap the upside, flows still the swing factor
BTC fades to $84.9K as yields grip above 5%; a $2.4B ETF week already cooling to a trickle
BTC holds $84K as nine-day ETF streak snaps and $100 oil caps the "Uptober" breakout bid
BTC reclaims $86.8K on hot jobs data, but 5.29% 10Y and $102 Brent keep the $87K ceiling intact
BTC holds $84.6K into Uptober as record ETF week collides with a 5.3% 10-year and $97 Brent
Yields at 5.26% and Brent above $100 cap BTC at $83.7K as the ETF streak finally breaks
ETF demand back at peak pace absorbs a 5%-yield, $100-oil macro — BTC pins $83.6K as bears lose their catalyst
BTC $85.4K, back near the top of the range on a soft PCE bid — but $87K keeps rejecting
BTC holds $83.6K as $2.4B ETF haul collides with 5.24% yields and Brent back above $100
Record $2.4B ETF week meets a 5.2% 10Y and $100 Brent — BTC defends $84K but can't reclaim $87K
BTC holds $83.5K as record $2.39B ETF week collides with Hormuz oil shock — leverage, not conviction, is selling
BTC defends $83.5K as Hormuz risk-off collides with the strongest ETF week since October 2025
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.