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 breaks $63K on record ETF bleed — digital-gold narrative fails the geopolitical test as gold rallies
Semi leadership cracked on AVGO gravity: NVDA -3.6% lost $220, MSTR -7% broke $130 on BTC sale optics
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
AI Capex Bid Intact but NVDA's Bearish Reversal and MSTR's Breakdown Signal Narrow Leadership Fatigue
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
Hormuz Headlines vs Physical Tightness: Stagflation Trap Widens
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.
BTC compresses at $73.6k as ceasefire hopes clash with 10 straight ETF outflow days
SPY grinds to fresh highs but NVDA and TSLA close at lows — MSTR breakout is the risk-on tell
Extreme Fear meets institutional unwind: BTC clings to $73K as ETF hemorrhage accelerates
ETF Exodus Grinds BTC to $73K; Ceasefire Tailwind Hasn't Arrived
Record Highs Mask MSTR Divergence as AI Capex Floor Overrides Sticky Real Yields
BTC at $73.5K grinds toward 30-day low as Iran strikes and ETF outflows compress risk appetite
BTC presses 30-day lows at $73.4K as Hormuz tensions drive dollar-bid and rate-hike pricing
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.