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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Bitcoin grinds back over $64K on a softer dollar, but ETF outflows and a war premium refuse to confirm the bid
BTC reclaims $64K on a softer dollar, but ETF outflows and $91 Brent keep this repair work, not breakout
BTC absorbs $385M of ETF outflows to hold $64K — grind higher on positioning, not a breakout
BTC defends $62.5K on flat funding as institutional bid builds under fearful retail — FOMC minutes are the decider
BTC coils at $63K on a soft dollar it can't monetize — Hormuz deadline and $62K floor decide the next move
Easing curve says buy the dip; leaking ETF bid and a shut Hormuz say wait — BTC coils at $63K
BTC pins $63K while the ETF channel closes for the weekend — friendlier macro, absent bid, crypto-native floor on trial
BTC hugs $62.9K range floor as ETF bid breaks and Hormuz tail-risk quietly eases
BTC pinned at $62.8K range-low as ETF outflows stack — the whole tape hinges on defending $62.4K
BTC pinned at $62.7K on the 30-day floor — accelerating ETF outflows meet quiet whale accumulation
BTC grinds the lower third of its box at $63.4K as the ETF bid stalls — $62.5K is the tripwire
BTC grinds at $63.6k in Extreme Fear as institutions absorb the flush — the SEC vote breaks the tie
BTC pinned at $63.5K in the lower third of range — ETF bid holds the floor, oil shock caps the ceiling
BTC coils at $64K into July CPI — clean book, returning ETF bid, but Hormuz oil and a steepening curve cap the tape
BTC parks at $63.7K into CPI — $1B ETF wave holds the floor while rates reprice higher
BTC pinned mid-range at $64.3K into Wednesday's CPI — oil de-escalation vs. corporate supply is the tie-break
ETFs absorb $1B while BTC drifts at $64K — flow says accumulation, the thin book says wait for $66.8K
Institutions absorb $850M into ETFs while retail sits in Fear — BTC's $64.8K hold is a flow story, not a chase
Record ETF inflows meet a $67k wall — $1B in demand buys no breakout as BTC coils at $65k
Record ETF week can't clear $65K: institutional bid meets an $67.5K supply wall no one's ready to breach
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.