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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ETFs absorb 9x issuance into a Fear-reading tape: BTC coils below $79.3K as oil, not supply, caps the breakout
Software cracks the record tape: ServiceNow flush spills to TSLA and MSTR while macro stays silent
BTC holds $77.9K through Hormuz shock as ETFs absorb $1.9B — negative funding and Fear sentiment set the compression
BTC snapshot near $77.7K with a $79,523 high across 29 completed daily bars — mixed macro backdrop and a possible squeeze
BTC reclaims $78.5K as $1.9B ETF week meets a fragile Iran ceasefire — flows confirm, Hormuz doesn't
BTC pins $79K as ceasefire drains DXY, IBIT leads $1.9B weekly haul, and fear-level sentiment masks a squeeze setup
BTC $76,408: Iran ceasefire deadline Wednesday is the binary catalyst — $77,957 ceiling holds, negative funding coils the squeeze
BTC near $76K on completed Coinbase hourly data; blockade enforcement remains a risk, while the ceasefire trade is conditional.
BTC fades from $76.3K peak as $57B OI loads for Tuesday Islamabad talks — Iran noncommittal, ceasefire expires Wednesday.
Cybersecurity ETF adds 0.9% as CENTCOM's Touska interception keeps geopolitical risk in focus — CIBR rose 6.1% over the five prior completed sessions.
Financials grind up 0.4% on the day's tightest range — boring, bullish, and anchored by the 10-year yield pushing above 4.25%.
Energy ETF barely moves on the day — XLE's near-flat close follows a decline since March 20.
Semis flatline just below the trailing 52-week high on light turnover — the desk reads a coiled spring, not a dying rally, though the trigger is unclear; $465.74 is the breakout test
QTUM closes $0.13 below its trailing-year session high, up 18.8% since March 20 on roughly average volume (1.07x).
Apple gains 1.04% while the VIX rises 7.95% to 18.87; relative strength awaits confirmation
Amazon dips 0.9% on the session's lightest mega-cap volume — the 30-day rally of +18.3% is pausing, not reversing.
Tesla slips 2% to $392.50 as the VIX climbs to 18.87 — an $18.47 intraday range ahead of Wednesday's Q1 earnings.
Touska seizure kills diplomatic track; BTC's $75K resilience against oil +5% is unlikely to hold.
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.