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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Coiled at $82.5K: ETF streak hits six weeks while Hormuz, oil at $104 and sticky real yields cap the breakout
BTC pinned at $81K as Iran deadlock bids the dollar and crude — MSBT inflows hold the floor, $82.5K caps the ceiling.
BTC pinned at $80.7k: six-week ETF streak meets Hormuz blockade — coiled spring or range-top fade?
BTC coils at $80.9K: six-week ETF streak intact but flows flip, Hormuz frays, and rates keep the lid on
BTC stalls at $80.8K range top as six-week ETF streak meets a fragile Hormuz ceasefire
BTC holds $80k as CLARITY tailwind meets a stalled ETF streak — squeeze setup, but volume is thinning into resistance
CLARITY pop meets Hormuz fire: BTC pinned at $80k with squeeze fuel loaded and oil shock unresolved
BTC pinned at $80k while gold, curve and dollar hand it a Goldilocks setup it won't claim — Hormuz and ETF flows hold the keys
AI Single-Names Carry the Tape While Indices Drift; MSTR Crack Flags Levered-Treasury Stress
Macro tailwind meets $82.5k seller wall — BTC coiled at $80k as oil unwinds and ETF flows absorb supply
BTC $81K, coiled under $82.5K — macro tailwind real, spot conviction missing, Iran framework binary
AI re-acceleration plus Iran-deal oil rout drives record close; MSTR's quiet 'never sell' walk-back is the crack underneath
BTC pinned at $82.5K resistance as Iran deal collapses oil 7% — squeeze fuel loaded, breakout still unconfirmed
BTC pins the 30-day high at $81.6K as the curve disinverts and Hormuz reignites — clean line, dirty backdrop
BTC pins 30-day high at $81,268 as $532M ETF day meets a Hormuz oil shock — range break or rejection decides the next leg
Quiet 36bp Giveback Masks Narrow Breadth as MSTR Rips, NVDA Absorbs Cerebras — 715 on SPY Decides the Week
BTC pins $80K as Iran shatters ceasefire — hard-asset rotation meets a fragile futures-led rally at the range ceiling
BTC pinned at $78.9k range high on thin volume — perp-led rally, fading ETF flows, Iran gambit unresolved
BTC coils at $78.7k as VIX collapses and ETFs print a record April — but Hormuz keeps the dollar bid alive
BTC coils at $78.4K as VIX collapses and Clarity Act hits 70% odds — institutional flows absorb supply, retail still fearful
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.