10x Research Market Updates
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10x Weekly Crypto Kickoff – Inflation Bites Back: Bitcoin Tests Key Support as ETF Holders Sell $1 Billion
Bitcoin’s price tested key support around $78,500 and $76,900 as ETF holders withdrew roughly $1 billion, pushing the Fear & Greed Index from 87% to 45% in a single week. Options traders surged demand for downside protection across all tenors, while crypto‑related equities such as Coinbase and MicroStrategy fell 9‑10%. The broader macro backdrop shows inflation pressures re‑emerging, prompting a shift from risk‑on to risk‑off sentiment. The report outlines futures, options, on‑chain flows and upcoming catalysts for the next week.
The $7 Billion Bitcoin Yield Almost Nobody Is Collecting — Yet
The article highlights a framework‑driven strategy that can extract a 7% annual outperformance on the roughly $1 trillion of Bitcoin sitting idle in wallets, translating to a theoretical $70 billion opportunity. Even a modest 10% market capture would generate about $7 billion in...
10x Weekly Crypto Kickoff – Two BIG Bitcoin Catalysts This Week.
Bitcoin is rallying on pure spot demand while leverage remains muted, signaling a structurally healthier market than the leveraged‑long excesses seen earlier in the cycle. Steady inflows into Bitcoin ETFs and a surge in miner equity holdings are adding institutional...
One Liners: Crypto Market Drivers — 6 Charts That Matter Now
Crypto markets saw outsized moves this week as genuine catalysts, not mere momentum, propelled several assets. TON surged 97% after Telegram’s structural shift, while Ondo teamed with JPMorgan, Mastercard and Ripple to launch the first live cross‑border atomic Treasury settlement....
Crypto Equities Just Rallied 36% in Two Weeks. Here's What We Do Now.
Crypto equities have posted a striking 36% rally over the past two weeks, but the gains are uneven. A high‑growth subset has surged 346% since June 2024, while other segments lag behind Bitcoin’s performance. 10x Research mapped the market into...
Why the Bitcoin Traders Who Moved Early Are Already 10% Ahead
Early Bitcoin traders who shifted positions a month ago are already about 10% ahead of the broader market, according to 10x Research. While many participants remain bearish and trading volumes stay low, funding rates stay negative, indicating lingering downside pressure....
What 10x Research Subscribers Really Think About Bitcoin in May – Survey Results
The May 2026 10x Research survey of active crypto traders shows a bullish tilt, with 45% of respondents rating Bitcoin bullish versus 26% bearish. Yet only 12% have significantly increased their Bitcoin holdings in the past two months, indicating restrained...
10x Weekly Crypto Kickoff – Every New Bitcoin Bull Market Starts Slow
Bitcoin has triggered the first of several bullish technical signals, posting two straight months of positive returns and a funding rate that sits in the historic 4th percentile. Accelerating ETF inflows are adding institutional momentum, while Bitcoin dominance is rising...
One Liners: Crypto Market Drivers — 6 Charts That Matter Now
The Las Vegas Bitcoin 2026 conference lifted Bitcoin to roughly $79,500 before a brief sell‑the‑news dip, while ongoing institutional accumulation and a White House hint at a national crypto reserve kept sentiment bullish. Ethereum recorded over $1 billion in taker‑buy volume...
The Last Time This Happened, Bitcoin Never Looked Back
Bitcoin posted a 12% gain in April, its strongest monthly rally since May 2025. The surge coincides with several bullish technical formations that have historically signaled cycle turns. The author’s holistic framework blends market structure, on‑chain data, and quantitative models, but...
Bitcoin Is Not a Tech Stock: Why the Software Correlation Is a Mispricing, Not a Signal
Bitcoin has moved in near‑perfect lockstep with high‑growth software stocks, mirroring the Nasdaq and the iShares Expanded Tech‑Software ETF even when AI pressures SaaS firms. The blog argues this tight correlation is a market‑structure artifact, not a reflection of Bitcoin’s...
10x Weekly Crypto Kickoff – Bitcoin Breaks a Key Bull Market Signal
Bitcoin has broken a key bull‑market signal that has only appeared a few times in the current cycle, positioning the cryptocurrency for a potential breakout. 10x Research’s flow data reveals $4.1 bn of stablecoin inflows, $2.0 bn into Bitcoin ETFs, $11.1 bn added...
The Death of the Bitcoin Carry Trade?
Bitcoin rallied about 15% since early April, yet its 30‑day average funding rate plunged into historically negative territory. Traditionally, rising prices push funding positive as leveraged longs dominate, but the current divergence shows short positions gaining strength. The article attributes...
One Liners: Crypto Market Drivers — 6 Charts That Matter Now
The latest crypto market snapshot shows Bitcoin up 5.3% weekly, buoyed by Strategy’s $2.54 billion purchase, record‑low exchange balances and roughly $1 billion of weekly ETF inflows. Ethereum posted a 2% weekly rise, driven by BlackRock and Fidelity ETF inflows, a $90.9 million...
Aave's $180M Reckoning: When the Weakest Link Breaks DeFi
Aave’s lending platform now carries roughly $180 million in bad debt after the KelpDAO bridge exploit caused a 20% price drop in its AAVE‑USDT market. The shock slashed total value locked from a recent $26 billion peak to $18 billion, erasing months of...