The research publication of QAXUS

Subscribe via RSS

Intelligence.

A record of the moment.
A perspective on what comes next.

Bitcoin / Markets / Macro
Independent research. Open to read.

Published research

354 briefs
01
BitcoinBTC

Bitcoin measured snapshot — 2026-10-17 PM

02
BitcoinBTC

Bitcoin measured snapshot — 2026-10-17 AM

03
BitcoinBTC

Bitcoin measured snapshot — 2026-10-16 PM

04
BitcoinBTC

Bitcoin measured snapshot — 2026-10-16 AM

05
BitcoinBTC

Bitcoin at $82,077.06: corrected evening market snapshot

06
BitcoinBTC

Hot CPI and Hormuz oil shock pin BTC at $80.5K — flows whipsaw, not capitulate

07
BitcoinBTC

BTC pinned near $81.7K as hot CPI revives an October Fed hike and 5.2% yields cap every rally

08
BitcoinBTC

BTC pinned at $82.8K into September CPI — yields at 24-year highs cap every rally at $84.5K

09
BitcoinBTC

BTC claws back to $83.4K as ETF selling eases, but $100 oil and 5.24% yields cap the rebound

10
BitcoinBTC

BTC holds $83K as $681M in weekly ETF outflows meets a resilient tape — oil above $100 the swing factor

11
BitcoinBTC

BTC holds $83K as oil shock fades and ETF bleed slows — resilience is real, but demand is the unfinished test

12
BitcoinBTC

BTC claws back toward $84K on cooling oil and a $21M flow flip — but one green session isn't a floor

13
BitcoinBTC

BTC holds $83.5K on thin weekend tape as ETF redemptions pull ~$700M — short-covering bounce, not fresh demand

14
BitcoinBTC

BTC claws back to $83K but $82.8K reclaim is only half the battle with $1.3B of ETF money exiting

15
BitcoinBTC

BTC claws back to $83K on a Trump-Iran pause, but ETF bleed and 5.2% yields keep the bounce on probation

16
BitcoinBTC

A year off the high, BTC holds $82K as ETF redemptions bleed October's inflows dry

17
BitcoinBTC

BTC claws back to $82.4K as Trump defers Iran strikes past midterms, but $729M in ETF exits caps the bounce

18
BitcoinBTC

BTC claws back to $83K after a $105 oil scare and $485M of ETF bleed — but the demand channel just blinked

19
BitcoinBTC

Oil shock meets $646M ETF exodus: BTC loses $82K as the geopolitical risk premium finally bites

20
BitcoinBTC

Hormuz oil shock breaks BTC under $84K — leverage flush done, $82K is where conviction gets tested

Research archive updated

A note on the research

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.