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 loses $77K as Warsh goes hawkish — record ETF bid meets a real-yield wall at 2.36%
NVDA's record beat closes red — when the best news fades, the marginal buyer is done, not the thesis
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
NVIDIA's blowout resets the AI capex bar and QQQ closes at its high — but SPY's thin +0.65% says this is one bid, not a broad repricing
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
Index pinned flat while the momentum sleeve bleeds: NVDA, TSLA, MSTR all lower into NVIDIA's after-hours print — rotation, not de-risking
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
Tech leads the tape into NVDA's binary print while defensives quietly out-earn the index — a one-stock market by tomorrow's close
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
Momentum bleeds into the NVDA print while the Dow holds green — a tech-only unwind, not a regime flip, with Wednesday the axis
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
Hormuz Keeps the Inflation Trade Alive as Gold Breaks Out Into a Fragile Fed Pause
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
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.