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 pinned at $76.5K as ETF bid whipsaws and CLARITY Act stall meets a hawkish 2-year
BTC clings to $76.7K as CLARITY dies and the Fed hikes — legislative bid gone, macro liquidity now runs the tape
CLARITY dies 50-49, ETFs bleed $450M, BTC digs in at $76K into an FOMC hike
BTC clings to $75.9K into FOMC as $450M ETF exodus meets a resilient tape the bears can't crack
BTC breaks $76K into the Fed as a $100 oil shock and 5% yields turn the macro tape against risk
BTC pins $77K as Middle East oil shock and a near-certain Fed hike collide into Wednesday
BTC reclaims $79K on a short squeeze, but Gulf oil at $110 and a triple-catalyst week cap the bounce
BTC clings to $77.6K as Brent tops $105 and ETF flows wobble — the $76K shelf is the whole ballgame
BTC pinned at $77.3K as a hot-CPI Fed hike bet and $100 Brent rebuild the supply wall
Inflation scare and an 80%-priced Fed hike drag BTC to $76.7K as yields punch through 4.95%
BTC pins $77K as yields punch to 4.95% — three-week ETF run cracks into $450M of outflows
BTC holds $77K as oil war and 4.95% 10Y crush risk appetite — ETF bid is the only thing standing
BTC stalls at $77.3K as 10Y punches to 4.95% — ETF bid intact but the bond tape is calling the shots
BTC claws back to $77.9K after four-day slide, but $80K ceiling and $105 oil keep the tape defensive
Oil over $100 and hot inflation snap BTC's ETF rally; $77K holds as the last floor before $76K
BTC defends the 7-day low at $76.8K as oil, hike odds and outflows stack — no edge until $81.7K or the floor breaks
BTC coils at $78K in a trending tape — $1B of ETF demand fights a 4.80% 10Y and $100 oil for control
BTC coils under $80K on record ETF demand — but a hawkish Fed and $99 war-oil cap the squeeze
BTC holds $78.5K into the range high as ETF money absorbs an oil spike and a hawkish front end
BTC stalls 4% under 81.7K as $3.8B ETF haul meets an oil-led macro wall before CPI
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.