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 coils at $78.4K as VIX collapses and Clarity Act hits 70% odds — institutional flows absorb supply, retail still fearful
BTC pinned at $78K with 89% of ETF flows on one ticker — clean book, dirty oil tape, range waits on a Clarity Act trigger
Record highs, narrowing leadership: NVDA fades while QQQ rallies — the divergence under the vol crush
BTC at the range high on thin volume: squeeze fuel is loaded, but real yields and Hormuz keep the trigger holstered.
BTC reclaims $77K on Iran off-ramp and ETF bid — but $111 Brent and a 3.92% 2-year keep the breakout on a leash
Tape rallies on Big Tech cloud beats, but real yields break out and NVDA's biggest customers turn competitor — rented longs, not owned
BTC stalls at $76.5k as $126 Brent and stalled Iran talks force a stagflation re-pricing the tape hasn't fully accepted
Brent at $125 caps BTC near $79K, but ETFs are absorbing 9x issuance — flows lead, price will follow
AI Complex Splits as NVDA Bleeds Into Mag7 Night; Bond Market Quietly Repriced the Fed
BTC pinned at $75.7K as Brent tops $115 and the 2-year backs up — ETFs absorb 9x issuance into the fear
BTC pinned at $77K as ETFs swallow 9x new supply — but basis-hedged flows and $112 Brent cap the breakout
AI-infra reset, not a regime change — semis take the hit while VIX compresses ahead of the Mag 7 earnings gauntlet
BTC pinned at $76.4K: ETFs absorb 9× issuance while Hormuz deadlock keeps Brent bid and the range intact
Records made by one ticker: NVDA's 4% rip carries the tape into a Fed-and-Mag-7 week breadth isn't confirming
BTC Holds $77K as ETF Streak Hits $2.1B While Stalled Iran Talks Lift Brent to $107 Into FOMC
BTC grinds at $77.6K with retail short and ETFs absorbing 9x issuance — the squeeze setup is fully loaded under $79.3K
BTC $78.2K, +19% on the month: ETF desks absorbing 9x issuance while retail sits short — squeeze fuel, not a top.
BTC grinds to $77.5K on ETF absorption at 9x issuance while retail shorts and miners feed the squeeze setup
BTC coils at $77.5K as ETFs swallow 9x new supply and retail stays short — the squeeze setup is loaded
Intel detonates a chip melt-up, Nasdaq prints a record while the Dow fades — leadership narrows into megacap tech week
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.