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10x Research Market Updates

10x Research

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Substack
PricingFreemiumPublishesDaily
Issues864Founded3 years agoLast Issue6 days ago
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Latest Issues

The Crypto Alpha Illusion: Why Hedge Funds Missed the Regime Change That Changed Everything

Before the Consensus Catches Up

Bitcoin is on track to post its second consecutive flat year, a sequence with almost no precedent in its history. That alone would be remarkable. What makes it structurally significant is what it reveals abo...

6 days ago
68
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Bitcoin, SpaceX, Palantir: The Infrastructure War That Will Decide Your Future

Before the Consensus Catches Up

SpaceX is the missing half of the Bitcoin thesis, and the two are more connected than most investors realize. This is not about Mars. It is not about moon missions. It is about control: who controls the mone...

8 days ago
82
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10x Weekly Crypto Kickoff – Inflation Bites Back: Bitcoin Tests Key Support as ETF Holders Sell $1 Billion

The Week Ahead in Crypto Markets

Sentiment collapsed from 87% to 45% on our Bitcoin Fear & Greed Index in a single week. ETF outflows hit the 7th percentile. Options traders are paying up for downside protection across all tenors. And cryp...

9 days ago
70
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Bitcoin Isn't an Inflation Hedge. Here's Why That Distinction Could Cost You.

Before the Consensus Catches Up

This week’s inflation data did more than confirm what our model has been projecting for months; it shifted the market’s attention. With tech earnings now largely behind us, there is nothing left to crowd out...

10 days ago
86
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70% of All Bitcoin Bought This Year Comes From One Source — And Today Is the Last Day

Before the Consensus Catches Up

One engine has driven Bitcoin’s 2026 rally. It runs on a monthly schedule, it belongs to a single entity, and it accounts for 70% of every dollar that has flowed into Bitcoin this year. Today is the last day...

11 days ago
73
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