Newsletter comparison
10x Research Market Updates vs BowTied Bull
Short answer: Choose 10x Research for a sharper crypto market call and trade framing. Choose BowTied Bull for crypto inside a wider risk-asset portfolio. Keep both if cross-market flows are central to the thesis and you can tolerate their speculative tone.[1][2][3][4][5][6]
An independent guide. Scottie isn't affiliated with, endorsed by, or sponsored by 10x Research Market Updates and BowTied Bull. Each publication owns its name, writing, and subscription terms.
A brief from both newsletters · July 31, 2026
See both newsletters in one brief
See what made the brief, what didn't, and the original links behind every included story.
In this brief: Scottie kept the selected stories separate because they added different value.
Reader priorities
A risk-asset trader wants to understand crypto moves in the context of positioning, technology equities, liquidity, rates, oil, and changing market appetite.
These are illustrative priorities, not a customer’s data.
What made the brief
- 10x Research Market Updates4 read · 2 included
- BowTied Bull3 read · 2 included
Scottie
Scottie example brief
July 31, 2026 · Executive brief
01 / The rundown
- Bitcoin held flat despite rising Treasury yields and tech drops, signaling potential decoupling as capital re-evaluates traditional tech risk exposure.
- An AI equity sell-off driven by peak earnings fears is pushing capital into industrial sectors and setting up crypto assets for value capture.
02 / The briefing
01 / main
Bitcoin Holds Flat While Treasury Yields and Tech Equities Slide
The takeaway: Bitcoin is standing its ground against significant macro headwinds. Even with US 10-year Treasury yields jumping 15 basis points and the Nasdaq breaking technical support, crypto prices held flat while implied volatility began climbing again.
Concrete details
- The US 10-year Treasury yield climbed 15 basis points, pricing in roughly 0.5 additional interest rate hikes.
- The Nasdaq fell 1.5% for the week and dropped 5% over the past month.
Why it matters for this reader: Tracking Bitcoin's stability during yield spikes and Nasdaq breakdowns helps you gauge if crypto positioning is decoupling from tech liquidity.
Original sources10x Research Market Updates
02 / main
AI Equities Face Repricing as Capital Eyes Crypto Alternatives
The takeaway: Margin compression and cheap Chinese models are dragging down private and public AI valuations. Korea's Kospi plunged as tech equities took a hit, prompting capital to migrate up toward hardware and down toward crypto-equity positioning.
Concrete details
- Korea's Kospi index dropped 42%, dragged down by tech equities tied to the AI trade.
- Capital is moving into hardware chips, power infrastructure, and lower-stack applications purchasing cheaper AI.
Why it matters for this reader: Repricing in private AI giants and tech equities offers you a setup to rotate risk capital into crypto equities ahead of key rate decisions.
Original sources10x Research Market Updates
03 / main
Smart Money Rotates From AI Stocks into Industrial Equities
The takeaway: Concerns over peak AI earnings and debt-funded capital expenditures sparked an AI and semiconductor sell-off. Capital rotated directly into industrial stocks, while upcoming public listings like SpaceX, OpenAI, and Anthropic threaten to absorb brokerage cash.
Concrete details
- The Russell 2000 index has outperformed the Nasdaq since June, driven by strong industrial sector gains.
- Industrial holdings attracting capital include Caterpillar, GE Vernova, GE Aerospace, RTX, Eaton, and Boeing.
Why it matters for this reader: Understanding sector rotation from mega-cap tech to industrials lets you map liquidity shifts and anticipate risk appetite before upcoming IPO liquidity drains.
Original sourcesBowTied Bull
04 / main
Crypto Bear Market Rally Nears End as Broader Risk Buying Stalls
The takeaway: Crypto is entering the final innings of its traditional July bear market rally. While traders avoided broader risk assets entirely this month, investor sentiment and engagement in the crypto space have dropped to historical bottoms.
Concrete details
- Traders avoided buying semiconductor stocks, SpaceX, or traditional risk assets throughout the entire month.
- Crypto investor interest has hit absolute bottom during the final stages of the July bear rally.
Why it matters for this reader: Recognizing the end of crypto's seasonal bear rally helps you adjust risk exposure before institutional appetite stalls across crypto and tech.
Original sourcesBowTied Bull
Action items
- Review your tech equity positioning to assess exposure to AI valuation compression and capital rotations into industrials.
- Monitor crypto implied volatility metrics ahead of rate decisions to evaluate potential upside during tech equity pullbacks.
See every issue behind this brief
Bitcoin Shrugs Off Yields and Tech Declines
- Bitcoin Shrugs Off the Bad News – What Do Traders Think This Means?10x Research Market Updates · Included
AI Trade Repricing and Crypto Value Reallocation
- As the AI Trade Gets Repriced, Bitcoin (and these crypto stocks) May Capture Some of the Value10x Research Market Updates · Included
Mega-Cap Tech and Semiconductor Sell-Off
- Mega Cap Tech Sell Off Means Money is Going Somewhere...BowTied Bull · Included
10x Research Meetups
- One Liners: Crypto Market Drivers — 6 Charts That Matter Now10x Research Market Updates · Read, not included
- Join me in London & Berlin — 10x Research subscriber meetups (Aug 3 & 6)10x Research Market Updates · Read, not included
Crypto July Rally vs. Muted Risk Assets
- July 2026 Q&A and UpdateBowTied Bull · Included
Oil & Fed, AI
- Oil & Fed, AI Debt and General Investing ConceptsBowTied Bull · Read, not included
The useful difference
The difference that matters
10x Research turns data and positioning into a focused crypto trade thesis. BowTied Bull takes a wider portfolio view, placing crypto beside mega-cap technology, oil, the Federal Reserve, debt, and general investing concepts.[1][2][3][4][5][6]
What each is best for
10x Research Market Updates
10x Research contributes data, positioning, and a direct interpretation of market inflection points in Bitcoin, Ethereum, and related equities.[1][2][3]
BowTied Bull
BowTied Bull contributes the cross-asset setting, connecting crypto to technology stocks, oil, rates, debt, and general portfolio ideas.[4][5][6]
When it’s worth reading both
The pair can show whether a crypto move is asset-specific or part of a larger shift in liquidity and risk appetite. Scottie can connect the evidence while keeping trade opinions clearly attributed.[1][2][3][4][5][6]
Sources and official links
- 10x Research Market Updates official publication
- Ethereum Tanks, Panic Spreads—But Smart Traders Have a Plan to Make $$$
- Join me in London & Berlin — 10x Research subscriber meetups (Aug 3 & 6)
- BowTied Bull official publication
- First Issue Ever: Straight From Degen Island.
- Mega Cap Tech Sell Off Means Money is Going Somewhere…