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 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
Index flat, tape all rotation: QQQ +0.6% on a semis-and-crypto bid while SPY leaks and materials break
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
Tech carries the tape a day after the Fed hike as Jensen doubles down; breadth still won't confirm the bottom
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
Nasdaq holds green while the S&P bleeds — a 5% ten-year and a Fed hike are splitting the tape under the surface
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
Duration repricing bites the leveraged names: MSTR craters 5.3% and QQQ lags SPY as the 10-year sits at 4.97%
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
Chips get repriced on an AI-slowdown essay, not a capex cut — the tape shortened duration, not conviction
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
The Hike Nobody Priced Two Months Ago: Warsh's Fed Meets $100 Crude and a 5% Ten-Year
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%
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.