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10x Research Market Updates

10x Research

Institutional crypto & cross-asset research. Trusted by hedge funds and traders. Market structure, regime analysis, and tradeable signals. Built for investors who operate with conviction, not headlines. Clients manage $142B+ in assets. Get the research ↓.

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Substack
PricingFreemiumPublishesDaily
Issues882Founded3 years agoLast Issue4 days ago
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Latest Issues

One Liners: Crypto Market Drivers — 6 Charts That Matter Now

Actionable Market Insights

One-liners across all four coverage areas: Treasury Companies, Diversified Crypto, Bitcoin Mining, and Macro & Crypto FX.

4 days ago
51
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The Clock Is Ticking for Bitcoin - Two Weeks. Two Events.

On May 16, we told subscribers: stop treating Bitcoin as an inflation hedge. It isn't.

It's a liquidity hedge. It rises when monetary conditions loosen. It falls when they tighten.

At the time, markets had moved from pricing 2.6 F...

6 days ago
6

Bitmine Lost $10 Billion. But Buried Inside the Wreckage Is a Free Call Option Nobody Is Pricing.

Before the Consensus Catches Up

Few investments have taught so many retail investors so much about NAV premiums, mNAV mechanics, and structural wealth transfers. The tuition was $4.6 billion. The actual losses are $10 billion.

6 days ago
71
Paid

The Road Nobody Owns: Has Ethereum Already Passed the Point of No Return?

Before the Consensus Catches Up

We have been bearish on Ethereum and vocal about its structural flaws since at least last October, when we identified it as the easier short of this bear market. At $3,800, there was little reason to own it,...

7 days ago
36
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10x Weekly Crypto Kickoff – Bitcoin's Real Seller Isn't Who You Think

The Week Ahead in Crypto Markets

After last week’s sharp selloff, Bitcoin sits in technically oversold territory, and a brief bounce early this week looks likely. But don’t mistake a relief rally for a recovery.

8 days ago
35
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