Four publications. One research platform. Built by a former hedge fund CIO with experience at Morgan Stanley, JP Morgan, and Millennium Capital.
From daily Bitcoin signals to structural macro research — choose the publication that matches your investment horizon and portfolio size.
The thematic macro framework connecting dollar debasement, commodity & AI scarcity, and space frontier privatization into one unified investment thesis — expressed through equities, ETFs, Bitcoin, and hard assets. Published every Friday.
3–5 research reports per week covering Bitcoin direction, on-chain signals, crypto equity catalysts, and macro inflection points. The publication that called the 2022 low and projected $125k — before the consensus got there.
High-conviction trade ideas with clear entry, exit, and position sizing — plus the weekly Volatility Edge report covering BTC and ETH options. Includes full Market Updates access. For active traders who want a systematic edge, not just analysis.
The complete institutional research suite. Regime-level portfolio intelligence, the 10-factor regime model, on-chain turning point analysis, and cross-asset allocation strategy. For family offices, funds, and sophisticated investors managing meaningful capital. Includes all 10x Research publications.
From portfolio managers and family offices to active traders and macro investors across three continents.
“The call to exit in late 2021 and re-enter in early 2023 was the single most valuable research decision I followed all cycle. The regime model doesn’t lie.”
“I read a lot of crypto research. Most is noise. 10x Market Updates is the only publication that gives me a structured framework for what Bitcoin is doing and why — every single week.”
“The Volatility Edge report has changed how I think about crypto options completely. The 23-rule framework is something I now apply every single trade.”
“What Matters is the only macro research I’ve read that connects Bitcoin, gold, Starlink, and fertilizer into a coherent investment thesis that actually holds up over time.”
“Markus called the April 2024 reversal three days before it happened. That one call paid for years of subscriptions. The research quality here is genuinely institutional.”
“I came from TradFi and was skeptical of crypto research. CIO Strategy changed my view entirely. The cross-asset framework and on-chain analysis are world-class by any standard.”
Every major Bitcoin turning point since 2022 — called ahead of consensus, published in real time.
Four publications. One research platform. From macro thesis to daily Bitcoin signals — choose the access level that fits your portfolio and style.
10x Research was founded in November 2023 by Markus Thielen — a former hedge fund CIO with over two decades of experience across global macro, cross-asset strategy, and portfolio construction at Morgan Stanley, JP Morgan, and Millennium Capital.
The firm publishes four research products serving professional investors, family offices, and active traders across Asia, Europe, and North America. Every publication is built on the same foundation: systematic, regime-based analysis — not narrative, not noise.
10x Research correctly called Bitcoin’s 2022 cycle low, projected the $125k target before consensus, and has been cited by Bloomberg, CNBC, and CoinDesk as one of the most accurate voices in institutional crypto research.
Access your active publications below. Each portal contains your full archive, live signals, and subscriber resources.
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Three extracts from recent publications — the opening analysis from each product, exactly as subscribers receive it.
Funding rates have been negative for six consecutive weeks. On the surface, that looks bearish — traders paying to be short, excess pessimism in the derivatives market. But the spot price hasn’t moved lower. That divergence is telling us something important about who is actually buying this market.
Every 500 years, a technology shift destroys the dominant institution. The printing press killed the Church’s monopoly on information. Gunpowder ended feudalism’s monopoly on violence. Today, low-orbit satellite networks and cryptographic money are dismantling the nation-state’s monopoly on two things it has controlled since Westphalia: jurisdiction and currency.
Most Bitcoin options traders lose money for one reason: they buy options when implied volatility is high, and sell them — or let them expire — when it is low. The 23-rule framework exists to systematically invert that behavior. This week’s setup is a textbook example of why the bull call spread is structurally superior to the outright call in the current volatility environment.
Answer four questions and we’ll point you to the right product for your portfolio size and investment style.