10x Research

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10x Research

@10xResearch

Institutional crypto and cross-asset research. Trusted by hedge funds and traders. Market structure, regime analysis, and tradeable signals. Get the research ↓.

Singapore Beigetreten Ekim 2022
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10x Research
10x Research@10xResearch·
Which research product fits your portfolio? Take 30 seconds. Find out. 10xresearch.com/subscribe/ 10x Research gives crypto traders a research edge — from Bitcoin direction to macro positioning.
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10x Research@10xResearch·
Bitcoin's Gravitational Centre: A Pattern Precise Enough to Scare You There is a pattern in Bitcoin's price history precise enough to project cycle peaks and troughs to within days, not weeks, not months, across a decade of the most chaotic asset ever created. It has called every major turning point. It carries a specific target for the cycle low. It carries a specific date. And it raises a question that is either unsettling or extraordinary, depending on how seriously you take it: Did Satoshi design this deliberately? It might have not been a coincidence when and how the Bitcoin whitepaper was released.. The date is of great historical importance. Pattern analysis has identified the precise moments when Bitcoin peaks and bottoms, and the accuracy is difficult to dismiss. What is harder to explain is that these mathematical inflection points consistently overlap with something older and less quantifiable: seasonal forces that predate markets, central banks, and the internet by millennia. Whether the math drives the pattern or merely rhymes with it, the result is the same. We can calculate the expected timing of this cycle's low, and project the precise target for the next bull market peak. The full analysis, the pattern, the targets, the date, and why a 5,000-year-old calendar may be the most important chart in crypto, is inside.
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10x Research
10x Research@10xResearch·
Amid the Bitcoin Crash, Our Two Top Picks Returned +29% and +16% There is a stark contrast between the cryptocurrencies dominating the negative news flow and heavy losses and those quietly generating strong returns in the background. Bitcoin entered a bearish trend and as pointed out last week, two tokens we flagged defied the selloff entirely. Stellar (XLM) and Jito (JTO) returned +29% and +16% respectively, against a -13% decline in Bitcoin. Both were called out in last week's report as carrying "idiosyncratic upside momentum driven by project-specific catalysts", and they delivered. Between mid-March and mid-May, our Trading Signals crypto equities model generated 14 signals. 12 of the 14 showed positive returns; 10 are fully closed. Across closed trades, the average return was +28.8%. This is precisely what the 10x Model Portfolio is built to capture. Since its launch on April 9, 2026, Bitcoin is down -9%. The portfolio is up +23.5%. That's a +32.5% outperformance in one of the more challenging stretches the market has seen. Knowing where the catalysts are and positioning ahead of them is what separates token selection from index exposure. Traders who followed our framework and preferred positions are navigating this selloff from a position of strength, while many others are under pressure. That composure matters: the next decision is best made with a clear head, not under duress. Despite the challenges that Bitcoin/Ethereum are facing, there are plenty of opportunities with real catalysts as we show below as this week's report is another map of where those catalysts are unfolding. Link to the full report, including 50+ charts, flagged the "top charts" with catalysts...this is your idea machine booklet... every week...
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10x Research
10x Research@10xResearch·
Fun fact: SpaceX IPO is larger than: BTC + ETH + BNB + XRP + SOL combined....
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10x Research@10xResearch·
@TotalWorldApps yes, but in which year are we getting the upgrade? and will the miners agree to it?
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TotalWorld
TotalWorld@TotalWorldApps·
@10xResearch BTC will adapt, as it always has. New dev talent is focused on quantum-resilient protocols.
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10x Research
10x Research@10xResearch·
Every Bitcoin Bull Market Has a Preacher. This One Has Run Out of Sermons. But a New One Is Coming. Some have raised concerns that quantum computing poses an existential threat to Bitcoin, and the strong correlation between Bitcoin and US software ETFs suggests both have been caught in the same AI-driven sentiment swings. But Bitcoin's latest leg lower is better explained by macro forces than AI-related swings. In addition, the market is digesting MicroStrategy's shift from accumulation to (expected) selective selling, a few coins here and there, not a forced liquidation event, with the latest $2 million selling a test run. That distinction matters. Managed selling is an overhang, not a crisis, and understanding the difference is part of understanding when this bear market ends. MicroStrategy holds 843,706 BTC against combined debt and preferred stock obligations of approximately $22.2 billion. That implies an equity (worth) zero level of roughly $26,000 per Bitcoin, the price at which the BTC reserve no longer covers liabilities, and equity holders are wiped out. In a prolonged bear market, that threshold is not inconceivable, and institutional risk managers know exactly where it is. Neither the quantum computing narrative nor MicroStrategy's sales are the real drivers of this Bitcoin market. Both are noise. Below, we explain what investors should be watching and what the signal looks like when you zoom out. This is still a bottom formation process, but a new bull market will eventually emerge, we explain the exact (single) data point matters. Let dive in, full report link below in the comments section.
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10x Research
10x Research@10xResearch·
@edth2700 thanks but what is your view? how much is sensationalism and how much is realism? and what if there is a BTC upgrade?
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Ediverse🐳🥤☕️
@10xResearch Google Quantum issue!!!!Must read x.com/i/status/20620…
Ediverse🐳🥤☕️@edth2700

BIG ISSUE (Must Read) Google’s Hidden Quantum Bomb: Bitcoin and Ethereum Signatures Could Be Broken** Quantum computers threatening Bitcoin and Ethereum signatures is no longer just a distant story it’s quietly becoming reality. What makes this issue even more significant is not just the advancement of quantum technology itself, but the fact that **Google discovered a powerful technique and chose not to reveal it**. On March 31, Google Quantum AI published a paper showing a major improvement to Shor’s algorithm roughly **10 times** more efficient than before. They even demonstrated how it could be applied to secp256k1 (ECDSA), the signature scheme used by both Bitcoin and Ethereum. However, they deliberately withheld the most powerful optimization method. Instead, they only used ZK Proof to show “we know a better way” without disclosing it. Academics have called this the world’s first **ZK-based academic censorship**. It’s also known that Google discussed this with the U.S. government beforehand. Ironically, trying to hide it had the opposite effect. In just two months, French researcher André Schrottenloher rediscovered Google’s key technique. World renowned Shor’s algorithm expert Craig Gidney even admitted, “I knew about this a year ago but delayed publishing due to pressure.” Since then, the public challenge **ecdsa fail** has launched. Now, not only experts but also AI-using developers, regular programmers, and even teenagers are competing to find better optimizations. Results already **8.4% better** than Google’s version have emerged. The hardware side is equally striking. A startup called Oratomic claimed in their paper that combining Google’s algorithmic improvement with **neutral atom** technology could break secp256k1 using just **10,000 physical qubits** far fewer than previously expected. After hundreds of hours of study and expert discussions, Justin Drake concluded the technology is “very realistic.” Google is also reportedly shifting its research focus toward neutral atoms. So when is **Q-Day** the day quantum computers can actually break real-world cryptography? Justin Drake’s current outlook: - Probability of Q-Day by **2030**: **10%** - Probability of Q-Day by **2032**: **50%** While governments like the U.S. are preparing for 2035, many experts believe it could come earlier. Of course, we’re not at the stage of large-scale quantum computers yet, so there’s no need for immediate panic. However, this is no longer a distant future problem it’s becoming something we need to prepare for **steadily and seriously** starting now. $ETH Ethereum is already taking action, with a roadmap targeting 2029 to transition signatures to hash-based + SNARK structures. $BTC Bitcoin is also watching this trend closely. Conclusion Google’s attempt to hide the quantum bomb ended up waking more people up. Technology spreads faster when hidden, and more brilliant minds come together to solve it. There’s no need to panic, but being prepared has never been more important.

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10x Research@10xResearch·
HYPE at $72: Overvalued, Fair Value, or the Next $100 Token? HYPE is @10xResearch subscribers' favorite token by a wide margin, nearly 70% named it their top pick in our May survey. The price has delivered, rallying 74% in a single month. But we've built a valuation model from scratch using 365 days of fee, volume, and user data, and what it shows gives us pause. The platform's fundamentals peaked in October 2025. Since then, fees are down 81%, revenue per user has collapsed 70%, and trading volumes have halved. The price hasn't noticed it, until now, perhaps it should. We run the numbers on what HYPE is actually worth, what it would take to get to $100, and why June 6 is a date every HYPE holder should have circled on their calendar. Together with our subscribers, we've been among HYPE's most consistent bulls. In a market where genuinely compelling tokens are scarce, HYPE has earned its place in our top ten. But a 74% rally in a single month demands scrutiny, so we've drilled into the numbers to assess whether this move is sustainable, where the next leg could take it, and what fair value looks like. Our detailed valuation model, attached in the comments section, breaks down exactly how HYPE should be priced, what a realistic recovery looks like, and under what conditions $100 becomes achievable. Full report below. @HyperliquidX
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10x Research
10x Research@10xResearch·
10x Weekly Crypto Kickoff – Bottom Signal or Bull Trap? Several meaningful catalysts are converging in June that could prove significant for Bitcoin's near-term trajectory. When we called the start of the Bitcoin bear market in October, our initial expectation was for a cycle low to form around the FIFA World Cup, and while our trend model remains bearish and our high-conviction Ethereum short from two weeks ago is playing out, the bottoming process may already be underway ahead of that window. Reversal indicators are beginning to flash signals that matter, both for short-term traders looking to position tactically and for longer-term investors seeking an entry point. Still, the headwinds are real and visible: ETF outflows, stablecoin contraction, and trading volumes at historic lows all point to near-zero conviction, but that is precisely the environment we anticipated for a major cycle bottom. Below, we outline the indicators and catalysts now in focus, as well as the trades worth considering. Join the distribution list and read the full report, link in the comments section.
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10x Research
10x Research@10xResearch·
@StellarOrg XLM was one of our top charts in our One Liners report last week, up 76% over the last 7 days. What is going on? 1) Stellar (XLM-USDT is above the 7-day moving average -> bullish, and is above the 30-day moving average -> bullish, with a 1-week change of +75.6%) 2) DTCC, custodian of over $114 trillion in assets, announced a partnership with the Stellar Development Foundation to tokenize Russell 1000 equities, ETFs, and US Treasuries on Stellar's public blockchain, targeting live assets by early 2027. 3) Cash App (Block) rolled out USDC payments on Stellar for its 60 million users, thereby directly expanding the network's real-world payment utility. 4) Bermuda confirmed it will migrate its national payment services to Stellar, becoming the first government to move toward a fully on-chain economy and cutting merchant fees that currently run as high as 10%. What other coins are we focusing on? See link in the comments section for full report.
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10x Research
10x Research@10xResearch·
One Liners: Crypto Market Drivers — 6 Charts That Matter Now Kaspa — A delay to the Toccata hard fork (now June 5–20) created short-term uncertainty, sending KAS down 8.2% despite long-term ZK upgrade significance. Pudgy Penguins — A 712.4M token unlock drove a 10.4% drop, with a Manchester City partnership providing only marginal sentiment support. Sui — Despite strong catalysts (Grayscale GSUI, gasless transfers, CME futures launch), monthly unlock pressure kept SUI down 10.6%. NEAR — Arthur Hayes naming NEAR his "holy trinity" triggered a 30%+ single-day spike with $9M+ in short liquidations, driving a 48.6% weekly gain. Pendle — Despite STRC-linked TVL surpassing $318M and token emissions ending, broader DeFi weakness kept Pendle down 14.2%. Monero — The FCMP++ privacy upgrade strengthened anonymity, but incoming EU AMLR custodial bans by 2027 remain a structural ceiling; broadly flat at –1.6%. Filecoin — Rising enterprise SSD prices and the mainnet launch of Filecoin Onchain Cloud position FIL as a cost-efficient AI storage layer; up 6.9%. Hyperliquid — SpaceX pre-IPO perpetuals drove record volume, a new ATH, and $40M in Bitwise BHYP ETF inflows, pushing HYPE up 9.2%. Cosmos — A $6.4M raise by co-founder Ethan Buchman's startup Cycles provided the primary catalyst for ATOM's 6.3% gain. Zcash — Despite a sharp 18.9% weekly pullback from the 650%+ rally, structural catalysts including Grayscale's spot ZEC ETF filing and 30% shielded supply remain intact. Render — RENDER's inclusion in the "Made-in-USA" AI token rotation narrative alongside NEAR and WLD drove an 11.7% gain on DePIN/AI compute momentum. Ondo — An anticipated SEC innovation exemption and DTCC partnership validate Ondo's 60%+ tokenized stock market share, though the week was overshadowed by founder Nathan Allman's unexpected passing. Sei — Binance confirming SEIEVM migration support and the Giga upgrade targeting 200,000+ TPS drove SEI up 9.8%, with a June 15 unlock adding near-term supply risk. Worldcoin — Eightco Holdings disclosing a 283M WLD position and an upcoming 43% emissions cut on July 24 drove WLD up 38% on institutional accumulation and supply catalyst conviction. This Week's Edition This week's One Liners cover 25 cryptocurrencies and 19 crypto equities, providing the broadest weekly snapshot of what moved, why it moved, and which catalysts could drive the next leg. The standout themes are highlighted below. For busy investors, this context is the difference between reacting to price and anticipating it. Keen to know which crypto currencies and which crypto equities look promising for the weeks ahead? Subscribers continue below for the full breakdown, link in the comments section.
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10x Research@10xResearch·
@cornMaxy why? that comment is based on some of the analysis in the report. have you read the full report? def worth it if you look at some of our other reports...
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10x Research@10xResearch·
in the end, an asset can not decouple forever from fundamentals....
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Corn Maxy
Corn Maxy@cornMaxy·
@10xResearch What do you think of the triple top at $4k and the double top at $4.5k?
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10x Research@10xResearch·
The Narrative Collapsed and Ethereum Is Cheap. Is ETH finally a buy? The Ethereum options market is seeing unusually large put buying activity, with the $1,800 and $1,900 strikes attracting flows running approximately five times above normal levels. Since issuing our high-conviction short on May 16, 2026, Ethereum has declined 10%. But our bearish thesis predates that call. On October 31, 2025, with ETH trading at $3,800, we identified Ethereum as the smarter hedge. Prices have since fallen 47% (see also our interview from November). The thesis was always fundamental. The market is simply catching up. In early April 2026, with Ethereum trading near $2,000, we revisited our fundamental view, examining whether the conditions for a buy had emerged and what the real structural issues were. Today, we return to that question. Ethereum is cheap. But cheap is not the same as a buying opportunity. Fundamentals ultimately determine price; marketing narratives can only sustain a divergence for so long before reality reasserts itself. We have seen that cycle play out once already. So what has changed? Let us approach Ethereum from a different angle entirely. See our full report below.
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