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- Indexed issues, last 90 days
- 27
- Latest publication
- Sep 30, 2026
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- Earliest in this view
- Aug 30, 2026
Latest issues
Bitcoin: Why October Could Start the Next Leg Higher (opens the original)
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We went into August expecting the month to confirm that Bitcoin’s bear-market low was in (here). Our cycle indicator looked like a volleyball held underwater, coiled and ready to burst higher. The catalyst came on August 19, when news broke that US federal debt had crossed $40 trillion. Bitcoin jumped, and within a week it was trading at $80,000. It then slipped back to $76,000 as fears of a hawkish Fed grew. When Fed Chair Warsh signaled that policy would remain accommodative, Bitcoin surged to
10-Year Yields Eye 6%: What It Means for Bitcoin (opens the original)
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Monetary policy and interest rates rank among the most important drivers of Bitcoin. With the US 10-year yield now at its highest close since 2007, a new regime is firmly in place.Viewed over a 60-year horizon, US bond yields have moved in long, persistent waves: rising from the 1960s into the early 1980s, falling for four decades until 2020, and trending higher ever since. Yields do not simply mean-revert; they trend, and these trends take years, often decades, to play out. To frame where yield
Token2049: 10x Research Subscribers' get-together (opens the original)
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Join us for a 10x Research Subscribers’ get-together, the perfect chance to connect with like-minded traders, exchange valuable insights, and network just before the evening’s main events begin. Don’t miss this opportunity to mingle, share strategies, and build connections in an engaging, intimate setting.Drinks and light bites provided. Space is limited, so reserve your spot early.Event details and sign-up link below.<a class="image-link image2 is-viewable-img" href="https://substack
10x Weekly Crypto Kickoff – Bitcoin Options Traders Target $95,000 Into the Midterms (opens the original)
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The S&P 500 has traded sideways for four months, oil has jumped from $68 to $94, and the odds of a Democratic sweep in November have climbed to 61%. Yet crypto volumes are rising, ETFs have taken in $3 billion since the September FOMC, and options traders are building large upside positions into the October 30 expiry. The presidential cycle points to a turn in about two weeks. Below, we show which levels matter, where the smart money is positioned, and why higher mortgage rates may be good news
Bitcoin's Real Target Isn't Inflation. It's 8.6%. (opens the original)
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When Satoshi Nakamoto published the Bitcoin white paper on October 31, 2008, the individual ideas in it were not new. The building blocks had existed for years, some for more than a decade: Merkle trees, cryptographic timestamping, Adam Back’s Hashcash proof-of-work, and Wei Dai’s b-money and Nick Szabo’s bit gold concepts. What was new was how Satoshi combined them. Even the feature most closely associated with Bitcoin today, the fixed cap of 21 million coins, was not the founding idea. The whi
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