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 $84.5K 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
BTC holds $84K into the $85K sell wall as $2.6B of ETF inflows collide with a 5.18% 10-year
Record ETF bid meets 5.18% 10Y and $100 Brent — BTC holds $84K in a standoff it hasn't yet resolved
BTC holds $84K as ETF bid absorbs an oil-and-yield squeeze; Hormuz peace offer is the swing factor
BTC holds $84K as $2.3B of ETF demand collides with a 5.1% 10-year and a hawkish Fed clock
Record ETF demand meets a rising-yield wall: BTC stalls at $84K as macro traders set the marginal price
Record ETF bid can't outmuscle a 4.96% 10-year — BTC slips to $83.5K as yields set the ceiling
A $2.3B ETF wall meets a 5% 10-year: BTC pins at $84K into Friday's $18B expiry
Record ETF haul drives BTC to $87K breakout, then a $85.4K digest — the tape now trades on flow durability
BTC parks at $86K into 30-day range highs as a $1B+ ETF day and short squeeze do the heavy lifting
BTC pins $86K on record $999M ETF day — but positioning trails price and $87K is the gate to $90K
BTC rips 7% to $87K as oil bleeds and ETF demand snaps back — but the tape smells like a short squeeze
BTC clears $85K on a falling-oil, softening-yield tailwind — but the rally is still riding short-covering, not conviction
BTC pins $81K as ETF bid returns and a Middle East shock stalls the run into the $83K wall
BTC holds $80K as Fidelity-led ETF cash snaps back — but $83K supply wall caps the bounce
BTC pins $81K into the $82.2K wall as Fidelity single-handedly reopens the ETF bid
BTC rips +4.3% to $81.3K on a Fed-hike squeeze, but a $587M three-day ETF bleed says conviction still lags price
BTC rips 6% to $81K as VIX collapses and IBIT reopens the tap — the post-hike deleverage bottom holds
BTC reclaims $78K as ETF flows flip green, but a hawkish Fed and $103 Brent keep the tape on a leash
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.