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Category Markus Thielen
Circle's post-earnings surge nears 50% as short squeeze, not strong financials, fuels rally
The violent move had more to do with hedge funds' overcrowded bearish positioning getting wiped out than the company’s financial performance, one a...
Feb 26, 2026
by CoinDesk
ProShares' stablecoin-ready ETF sees $17 billion debut, sparking speculation about Circle
Analysts speculated that a large issuer like Circle might be moving reserve assets en masse into the ETF, but data show otherwise.
Feb 22, 2026
by CoinDesk
Analyst: Bitcoin’s Cycle Is Intact, Yet No Longer Purely Market-Driven
According to Markus Thielen, head of research at 10x Research, Bitcoin’s familiar four-year cycle still exists, but what drives that rhythm has cha...
Dec 14, 2025
2 min read
by NewsBTC
BitMine Immersion Sitting on $4B Loss on Ether Bet as Analyst Warns of Structural issues
Tom Lee's company could trap shareholders amid low staking yields, hefty embedded fees and vanishing NAV premium, 10x Research founder Markus Thiel...
Nov 21, 2025
by CoinDesk
Michael Saylor's Strategy Drops $18B in Value, but a Rebound May Be Near: 10X Research
The company is expected to report another quarterly profit on Thursday, possibly reviving expectations for S&P 500 inclusion, 10x Research's Markus...
Oct 29, 2025
by CoinDesk