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From Scottie · July 31, 2026
See 10x Research Market Updates in a Scottie brief
Scottie read 10x Research Market Updates, Checkonchain Bitcoin Newsletter, and Bitcoin Data Newsletter for a reader with the priorities shown below. Start with the rundown, open the full brief, or check every issue behind it.
3sources
9issues read
5stories included
2 of 4 10x Research Market Updates issues included
What shaped this brief
Reader priorities
A crypto investor who wants market moves tested against positioning and data before acting on a dramatic narrative.
These are illustrative priorities, not a customer’s data.
Sources in this brief
- 10x Research Market UpdatesThe publication this guide is about
- Checkonchain Bitcoin NewsletterAdds Bitcoin on-chain data and market-structure analysis.
- Bitcoin Data NewsletterAdds cycle indicators and data-led Bitcoin market context.
Scottie
Scottie example brief
July 31, 2026 · Executive brief
01 / The rundown
- Bitcoin remains resilient despite rising bond yields and falling tech equities, holding steady ahead of upcoming Federal Reserve interest rate decisions.
- On-chain data reveals a strong price floor near $52k where Bitcoin's cointime price meets its realized price.
- Halving cycle models project a market floor between late 2026 and early 2027, countering popular short-term bottom predictions.
Read the complete brief 5 stories · 2 action items
02 / The briefing
01 / main
AI trade repricing shifts tech capital as FOMC approaches
The takeaway: Korea's Kospi dropped 42% as AI model margins compressed under cheap competition. Capital is moving up the stack toward power and chips, prompting traders to construct September options strategies to manage cross-asset risk into FOMC week.
Concrete details
- Korea's Kospi index dropped 42% due to tech stocks heavily tied to private LLM valuations.
- Capital is moving up the stack to chips and power or down to discounted applications.
Why it matters for this reader: For a data-focused investor, this cross-asset shift offers a clear blueprint to hedge tech equity exposure and reposition around actual value flows.
Original sources10x Research Market Updates
02 / main
Bitcoin stands firm against rising yields and equity drops
The takeaway: Bitcoin remained flat over the past week despite major macroeconomic pressures, including climbing Treasury yields and falling equities. Implied volatility in Bitcoin and Ethereum is rising as traders prepare for macro shifts and the Clarity Act.
Concrete details
- US 10-year Treasury yields rose 15 basis points, pricing in roughly 0.5 additional rate hikes.
- The Nasdaq dropped 1.5% on the week and 5% over the month, breaking technical support.
Why it matters for this reader: You can ignore dramatic market noise when hard price data shows resilience against rising bond yields and tech market breakdowns.
Original sources10x Research Market Updates
03 / main
On-chain metrics pinpoint foundational support near $52k
The takeaway: Long-term holder behavior establishes structural floor support where Bitcoin's Cointime Price intersects with Realized Price around $52k. Recent supply dominates network activity, while older coins hold historical value with minimal impact on current invested capital.
Concrete details
- Modern supply moved since 2023 represents 59.3% of circulating Bitcoin, while 2017-2022 supply accounts for 22.5%.
- Coins transacted before 2020 represent 27% of supply but under 1% of total network realized capital.
Why it matters for this reader: Realized cost metrics provide you with concrete pricing floors to test against emotional narrative calls during market drawdowns.
Original sourcesCheckonchain Bitcoin Newsletter
04 / main
Halving cycle models point toward a late 2026 floor
The takeaway: Bitcoin continues to hover around $64k on a downward trend, triggering debate over cycle bottoms. While short-term predictions call for an October low at $50k, historical halving cycle models point to a bottom much later.
Concrete details
- Price stagnation continues around $64k as market consensus splits on bottom timing.
- Halving Cycle Theory projects a cyclical bottom date range between November 2026 and January 2027.
Why it matters for this reader: Grounding your timing expectations in cycle data protects your portfolio from deploying capital prematurely based on popular social media calls.
Original sourcesBitcoin Data Newsletter
05 / main
Macro liquidity and chain risks shape long-term Bitcoin thesis
The takeaway: Long-term structural conviction hinges on global liquidity dynamics and regulatory frameworks like the Clarity Act. Meanwhile, technical updates such as BIP-110 introduce potential chain split risks alongside shifting mining economics tied to AI data centers.
Concrete details
- Analysis addresses potential protocol risks including chain splits driven by BIP-110.
- Long-term projections examine post-2027 market recoveries and long-term liquidity drivers.
Why it matters for this reader: Evaluating protocol updates and liquidity metrics helps you test long-term holding strategies against clear structural facts.
Original sourcesCheckonchain Bitcoin Newsletter
Action items
- Review September options strategies to hedge cross-asset risk ahead of the upcoming FOMC decisions.
- Stress test your entry targets against the $52k on-chain floor where cointime and realized prices intersect.
See every issue behind this brief
AI Trade Repricing and Bitcoin Positioning
- As the AI Trade Gets Repriced, Bitcoin (and these crypto stocks) May Capture Some of the Value10x Research Market Updates · Included
Bitcoin Resilience Against Macro Headwinds
- Bitcoin Shrugs Off the Bad News – What Do Traders Think This Means?10x Research Market Updates · Included
On-Chain Bitcoin Floor Support Near $52k
- Why HODLers Put Floors InCheckonchain Bitcoin Newsletter · Included
Macro Liquidity, Regulations, and Bitcoin Conviction
- July Q&A: James' long-term conviction, BIP-110, $1M per coin, Clarity Act + moreCheckonchain Bitcoin Newsletter · Included
- July Q&A - Ask Your Question HereCheckonchain Bitcoin Newsletter · Read, not included
Checkonchain Market Waiting Room
- The Waiting RoomCheckonchain Bitcoin Newsletter · Read, not included
Bitcoin Halving Cycle Realities vs. $64k Stagnation
- Not-ToberBitcoin Data Newsletter · Included
10x Research Market Updates
- One Liners: Crypto Market Drivers — 6 Charts That Matter Now10x Research Market Updates · Read, not included
10x Research Subscriber Meetups
- Join me in London & Berlin — 10x Research subscriber meetups (Aug 3 & 6)10x Research Market Updates · Read, not included
About 10x Research Market Updates
Should you add 10x Research Market Updates to Scottie?
Track crypto market inflections with data, positioning, and a practical trade thesis.[1][2][3]
Who it’s for
A crypto investor who wants market moves tested against positioning and data before acting on a dramatic narrative.[1][2]
What you’ll find in it
The issues linked below include “Ethereum Tanks, Panic Spreads—But Smart Traders Have a Plan to Make $$$”, “Join me in London & Berlin — 10x Research subscriber meetups (Aug 3 & 6)”, and “As the AI Trade Gets Repriced, Bitcoin (and these crypto stocks) May Capture Some of the Value”. Open them to judge the publication in its own words.
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Scottie read 4 10x Research Market Updates items and included 2 for the brief. The sources covered different things, so Scottie kept their stories separate instead of forcing a connection.
Read three issues from 10x Research Market Updates
Read the publication in its own words. Scottie keeps these original links attached; it does not replace the writing.
Sources and official links
- 10x Research Market Updates official publication and public archive
- Ethereum Tanks, Panic Spreads—But Smart Traders Have a Plan to Make $$$
- Join me in London & Berlin — 10x Research subscriber meetups (Aug 3 & 6)
- As the AI Trade Gets Repriced, Bitcoin (and these crypto stocks) May Capture Some of the Value
- Checkonchain Bitcoin Newsletter official publication
- Bitcoin Data Newsletter official publication