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 holds $84.7K as a record ETF week cools — yields above 5% cap the upside, flows still the swing factor
BTC fades to $84.9K as yields grip above 5%; a $2.4B ETF week already cooling to a trickle
Yields crack and growth takes the baton — TSLA deliveries beat and semis lead a risk-on Friday, but breadth stays thin
BTC holds $84K as nine-day ETF streak snaps and $100 oil caps the "Uptober" breakout bid
BTC reclaims $86.8K on hot jobs data, but 5.29% 10Y and $102 Brent keep the $87K ceiling intact
Tech carries a thin tape again: QQQ +0.31% on Nasdaq leadership while the Dow fades — breadth is the tell, not the SPY green
BTC holds $84.6K into Uptober as record ETF week collides with a 5.3% 10-year and $97 Brent
Yields at 5.26% and Brent above $100 cap BTC at $83.7K as the ETF streak finally breaks
Tech splits the tape again — QQQ up, SPY down, yields at 2002 highs and a jobs print Friday to break the tie
ETF demand back at peak pace absorbs a 5%-yield, $100-oil macro — BTC pins $83.6K as bears lose their catalyst
BTC $85.4K, back near the top of the range on a soft PCE bid — but $87K keeps rejecting
Buyback landed, chips fell anyway: the rotation into duration-light cash is the trade as the long end prints 20-year highs
BTC holds $83.6K as $2.4B ETF haul collides with 5.24% yields and Brent back above $100
Record $2.4B ETF week meets a 5.2% 10Y and $100 Brent — BTC defends $84K but can't reclaim $87K
Yields at 5.17% Torch the Growth Trade — NVDA's Beat Can't Save a Tape Where Only NVDA Wins
BTC holds $83.5K as record $2.39B ETF week collides with Hormuz oil shock — leverage, not conviction, is selling
BTC defends $83.5K as Hormuz risk-off collides with the strongest ETF week since October 2025
Hawkish Fed, Rising Real Yields Break Gold's Trend — Payrolls Friday Sets the Whole Table
BTC holds $84.5K on record ETF demand as Hormuz talks collapse and 10Y yields punch through 5%
BTC holds $85K as Hormuz talks collapse and Brent tops $100 — a billion-dollar ETF week meets a fresh oil shock
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.