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 fades 3.4% off $80.7K rejection — trend intact, but Jackson Hole holds the liquidity trigger
BTC coils at $79.4K into the $80K supply wall — Warsh's Jackson Hole keynote decides the breakout
BTC pins $80K into Jackson Hole — Treasury's soft YCC built the bid, Warsh decides if it holds
BTC parks at $79.3K after a 25% monthly rip — trending tape meets a wall of catalysts at $80.7K
BTC holds $78K into $80.7K resistance as ETF absorption, a softer curve and Hormuz thaw stack the deck long
BTC recovers to $78.3K on a shared debasement bid; $80.7K is the gate, Jackson Hole is the referee
BTC holds $78K after a 21% week — but the Treasury-buyback bid faces its verdict at PCE and Jackson Hole
BTC holds $79K after a $16K week — a Treasury-buyback squeeze that still has to prove it's real demand
BTC holds $78.9K at the top of its range as $1.9B ETF week meets a 4.74% yield wall — Warsh decides the next leg
BTC rips 24.6% to $79.2K on a buyback squeeze — trending tape says buy breaks, 4.69% yields say don't chase
BTC holds $77.4K after a 22% week — Treasury buyback broke the rate spell, but Hormuz is re-arming
BTC consolidates at $77K after a 22% week — ETF demand and a soft dollar carry the bid into the $78.5K pivot
BTC $77.3K, +22.5% on the week — a demand-led squeeze riding easy money into a stagflation headwind
Treasury buyback liquidity + $606M ETF streak push BTC to $77.3K — but the range top at $78.5K is the whole trade
BTC rips 23% off $62.8k to $77.5k on a Treasury-buyback liquidity bid — $80k is the honest test
BTC rips to $77K on record ETF bid and a short squeeze — trending tape, but spot demand hasn't confirmed
BTC rips to $72.6K on $1B ETF flow reversal — but 90 days of absent US demand keeps the breakout on probation
Treasury buyback shock caps yields, drives BTC +10.9% to $71.9K — into resistance, not through it
BTC rips to $69K on a short squeeze — breakout confirmed, conviction still missing
BTC pinned mid-range at $64.8K into Fed minutes; contested ETF flows and a Hormuz oil shock cap the grind
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.