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 parked at $79.2K, 87% up its range on $3.8B ETF bid — but CPI Friday and Brent at $96 hold the fuse
BTC holds $79.6k up 89% of its 30d band, but a hawkish Fed and CPI Friday cap the breakout
BTC pins $80K on a record ETF bid while $96 Brent and a sticky 4.77% 10Y hold the ceiling
BTC clings to $80K on record ETF inflows, but a hot jobs print and near-5% 10Y put a September hike back in play
BTC holds $79.7K after hot payrolls flip the Fed to hike odds — ETF bid vs macro, and macro is winning the tape
BTC stalls under $81.7K as a hot payroll print pins the 10Y at 4.8% and overwhelms a record ETF bid
BTC fades to $79.7k off the $81.7k tag as record ETF demand meets a still-hawkish Fed pause
BTC holds $79.4K near range highs as war-exit hope collides with a 4.8% 10Y and hawkish Fed
BTC rips 5.2% to $81.4K on ETF bid, but a hawkish Fed and $97 Brent make this a breakout on borrowed time
BTC reclaims $78.6K on a thin bid — institutional flows fight $95 Brent and a hawkish Fed into NFP
BTC pinned at $77K as the Fed's oil problem and a $236M ETF reversal cap a trend that hasn't broken
BTC digests a +23% month into a hawkish Fed and Iran oil shock — $75k is the line that matters
BTC holds $77.4K on ETF bid while rates and Hormuz oil cap the tape — $80.7K is the only line that matters
BTC holds $78K in a trending tape, but a hawkish Fed and $91 Brent cap the road back to $80K
BTC closes August +26% but coils under $80.7K as a Fed hike repricing and $90 Brent test the leverage-led bid
BTC holds $78K into a Hormuz oil shock and hawkish Warsh Fed — trend intact, but the $80K reclaim has slipped away
BTC holds $78.6K on a nine-day ETF streak, but $80K keeps rejecting and volume runs 45% light
BTC grinds at $78.7K into the $80K supply wall — durable ETF bid, but real yields and a random-walk tape cap the leg
BTC holds $78K on nine-day ETF streak — but a hawkish Warsh and a $80.7K ceiling keep the rally on a short leash
BTC loses $77K as Warsh goes hawkish — record ETF bid meets a real-yield wall at 2.36%
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.