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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Rates ease sharply as AI capex cycle rotates — NVDA yawns while memory rips
BTC Grinds Lower to $75K as $1.47B Outflows Overwhelm Rates Relief
BTC grinds to $75.6K as ETF exodus meets fragile Iran ceasefire — $74.5K pivot is the line
ETF Liquidation Streak Hits $2.15B as Oil and Yields Re-Price Fed Toward Hike
BTC Treads Water at $77K as Iran Strikes, ETF Outflows, and December Hike Odds Choke Risk Appetite
Iran deal hopes ease oil and dollar, but ETF outflows and rangebound tape keep BTC muted at $77K
Iran Peace Optimism Crashes Oil Below $100; BTC Stabilizes at $77K Despite Six-Day ETF Outflow Streak
Hormuz Squeeze and Warsh's Debut Frame a Stagflationary Gauntlet
Mean-reversion tape traps longs at $76K; Iran deal is the only catalyst that matters now
Iran deal is the only catalyst that breaks the $74.5K–$82.5K chop; fade the bounce until it does
Ceasefire Optimism Lifts BTC to $77K, but Rates and Dollar Cap Upside Until Hormuz Deal Inks
BTC Tests 30-Day Low at $74.5K as Hormuz Gridlock Reprices Energy Inflation
SPY prints fresh highs but NVDA and MSTR crack beneath — index breadth diverging from its leaders
BTC grinds into 30-day floor as DXY strength and Hormuz risk cap risk appetite
BTC Holds $77K on Record ETF Outflows as Hormuz Impasse Keeps Oil Above $105
NVDA's Record Beat Draws Distribution; Broad Tape Grinds Higher on Rates Tailwind
BTC Grinds at $77.6K as Rates Rally Collides with Hardening Iran Impasse
BTC Trapped at $77K as Rising Real Yields and Stalled Iran Talks Cap Rally Potential
NVDA's Blowout Beat Validates AI Supercycle, But Real Yields Keep Tightening
BTC Grinds in Lower Half of 30-Day Range as Hormuz Reopening Signals Clash with Hawkish Rate Repricing
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.