Tagus Bytes (15.06.26)
Bitcoin steadied on June 15 as the U.S.–Iran Memorandum of Understanding reopened the Strait of Hormuz, sparking a relief rally across equities and crypto. The geopolitical boost offset a sharp contraction in corporate treasury inflows, which fell from $500 million daily peaks to near zero, and a 49% drop in equity trading volume versus the end of 2025. U.S. Bitcoin ETFs endured a 13‑day, $4.4 billion outflow streak, but modest inflows of $86 million on June 12 suggest early signs of stabilization.
Tagus Bytes (01.06.26)
U.S. Bitcoin exchange‑traded funds recorded a cumulative net outflow of $2.4 billion in May 2026, marking a sharp reversal from the $1.97 billion inflow in April and $1.32 billion in March. The outflows were driven by a record ten‑day streak of withdrawals as...
Tagus Bytes (29.05.26)
Hyperliquid’s synthetic SpaceX perpetual contract briefly priced the private rocket maker at over $2.5 trillion before a 45% flash crash wiped out roughly $1.5 million of leveraged positions. Bloomberg reports suggest SpaceX now targets an IPO valuation near $1.8 trillion, while Anthropic is...
Tagus Bytes (28.05.26)
A massive crypto liquidation wave erased roughly $959 million of derivatives open interest in a single day, driven by a $897 million purge of leveraged long positions. Bitcoin fell to a six‑week low while Ethereum’s price dropped faster, reflecting a risk‑off shift...
Tagus Bytes (27.05.26)
AI market momentum is spilling over into crypto, lifting tokens tied to artificial intelligence infrastructure. Tokens such as the Artificial Superintelligence Alliance (FET), Internet Computer (ICP) and Worldcoin’s digital identity token (WLD) have posted strong upside, buoyed by rising private‑market...
Tagus Bytes (22.05.26)
Bitcoin Pizza Day commemorates the 16th anniversary of Laszlo Hanyecz’s 2010 purchase of two pizzas for 10,000 BTC, now worth roughly $770 million. Hanyecz also built the first macOS Bitcoin client, expanding the ecosystem beyond Windows and Linux. He demonstrated that NVIDIA...
Tagus Bytes (13.05.26)
Bitcoin’s perpetual futures have posted a record‑long streak of negative funding rates since early February, even as the spot price hovered around $81,000. The negative funding indicates traders are paying to stay short, revealing crowded bearish bets despite a resilient...
Tagus Bytes (12.05.26)
The bipartisan Digital Asset Market CLARITY Act is moving toward stablecoin yield provisions, offering clearer regulatory footing for crypto‑linked equities. Circle stands out as a beneficiary, with USDC circulation up 28% year‑over‑year to $77 bn, driving a 20% jump in quarterly...
Tagus Bytes (11.05.26)
The Crypto Fear & Greed Index rose to 48 on May 11, 2026, moving back into the neutral band of 46‑55 after weeks of extreme fear. The metric has climbed from a February low of 5 and a March trough below...
Tagus Bytes (08.05.26)
The White House signaled at Consensus Miami that details on the U.S. Strategic Bitcoin Reserve will be released within weeks, marking a shift toward a formal sovereign‑reserve framework. The reserve, created by a March 6, 2025 executive order, is financed entirely from...
Tagus Bytes (07.05.26)
Crypto venture‑capital activity plunged in April 2026, with only 55 deals totaling $860 million—a 68% drop from March and a 22% decline year‑over‑year. The slowdown follows an anomalously high $2.1 billion March, skewing the trend line. DeFi led the sector share at...
Tagus Bytes (06.05.26)
Bitcoin is on track for a rare third straight monthly gain, trading above $80,000 as May historically posts positive returns 70% of the time. However, the median May gain is only about +6‑7% and the average of +24% is skewed...
Tagus Bytes (05.05.26)
Crypto‑related stocks rallied on May 4, 2026, led by a 20% jump in Circle and gains at Coinbase and BitGo. Bitcoin climbed back above $80,000 even as broader U.S. equities slipped amid renewed Iran‑U.S. ceasefire tensions. The rally was sparked by...
Tagus Bytes (04.05.26)
Bitcoin surged past the $80,000 mark on May 4, 2026, its highest level since January, propelled by fresh inflows into U.S. Bitcoin exchange‑traded funds, growing institutional allocation, and a short‑squeeze that forced derivatives positions to unwind. The rally was further supported by...
Tagus Bytes (01.05.26)
The Tagus community report tracks a rapid shift in Bitcoin’s relationship with Brent crude following the US‑Iran conflict that erupted on Feb. 27, 2026. Bitcoin’s 30‑day rolling correlation with Brent climbed from 0.21 to a peak of 0.30 as markets priced geopolitical...