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10x Research Market Updates

10x Research
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Substack
PricingFreemiumPublishesDaily
Issues970Founded4 years agoLast Issue3 days ago
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Latest Issues

Bonds Fade the CPI Print: Why We’re Holding Bitcoin While the AI Trade Unwinds

Before the Consensus Catches Up

Bonds faded the hotter CPI print, posting an outside reversal day that suggests yields may have peaked. Bitcoin has held up, but the AI trade is still unwinding: the Korean buybacks have ended, Anthropic’s I...

3 days ago
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Only One Bitcoin Strategy Beat Buy-and-Hold Over 11 Years

Before the Consensus Catches Up

Bitcoin has made early holders rich. Since 2015, its price has risen from $238 to around $83,000, and that track record still shapes how most investors approach it. They buy, hold, and assume the next decade...

4 days ago
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10x Weekly Crypto Kickoff – Bitcoin’s Trend Holds, But the Money Is Leaving

The Week Ahead in Crypto Markets

Bitcoin is holding above its May high, and the Fed has largely ruled out an October hike. On paper, that is good news. Underneath, though, stablecoin supply is shrinking, money is leaving the ETFs, and opti...

7 days ago
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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.

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Altcoin Season Isn't Over, but the Money Is Rotating

Before the Consensus Catches Up

Bitcoin dominance has risen back to 59.6%, and our Bitcoin–Altcoin Rotation Model has switched back to Bitcoin. Many investors will see this as the end of altcoin season, but are our other indicators confirm...

9 days ago
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