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 stalls under $81.7K as a hot payroll print pins the 10Y at 4.8% and overwhelms a record ETF bid
Semis carry a soft tape as SPY bleeds and TSLA breaks -6% — a rotation session, not a de-risk
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
Leveraged names lead a broad bid — MSTR +17.6% and TSLA +5.4% carry a risk-on tape that a grinding 10-year and firm dollar quietly resist
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
NVIDIA carries a grind-up tape as rates press higher; MSTR is the only red print and the tell that this is a squeeze, not a breakout
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
AI leaders close on the lows as the long end reheats — a trend pullback the crowd is too long to fade
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
AI-beta carries while the index can't: TSLA, MSTR, NVDA lead as SPY drifts into cycle-high real yields
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
A Coin-Flip Fed and a Cracking Cartel: Real Yields vs. Gold's Refusal to Break
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
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.