Tagus Bytes (30.04.26)
April 2026 saw a strong rebound in crypto‑linked equities, with Galaxy Digital jumping 47.9%, Marathon Digital (MARA) up 37.0%, Riot Platforms 35.6% and Coinbase 12.6% after prior‑month losses. In contrast, AI‑focused crypto tokens displayed fragmented moves: RNDR rose 6.4% while TAO fell 20.3%, underscoring uneven capital allocation across the crypto stack. The rally was driven by renewed risk‑on sentiment and macro optimism, yet analysts warn that fragile geopolitical conditions could curb momentum. Production‑oriented miners outperformed exchanges, reflecting a selective shift toward infrastructure exposure.
Tagus Bytes (29.04.26)
Binance’s central exchange recorded $5.9 bn of stablecoin inflows during March and April, including $3.3 bn in April alone, reversing the $7.8 bn net outflows seen from December through February. The reversal signals that investors are rebuilding on‑exchange liquidity rather than withdrawing capital....
Tagus Bytes (27.04.26)
BlackRock's iShares Bitcoin Trust (IBIT) surged into the top ten U.S. ETFs by weekly inflows, driven by a nine‑day, $2.1 billion net inflow streak in April. The ETF captured 75% of Bitcoin‑related flows, with five‑day inflows of $733 million, pushing its total...
Tagus Bytes (24.04.26)
U.S. Bitcoin exchange‑traded funds recorded an eight‑day inflow streak of roughly $2.1 bn, outpacing March and coinciding with a price rebound. BlackRock’s iShares Bitcoin Trust (IBIT) dominated the flow, absorbing about 75 % of new capital, while Morgan Stanley’s Bitcoin Trust added...
Tagus Bytes (23.04.26)
Tagus Capital’s April 23 note observes the Crypto Fear & Greed Index easing from “Extreme fear” to “Fear,” signalling reduced panic but not a full‑blown risk‑on rally. Bitcoin’s dominance remains elevated, indicating the market is still in a “Bitcoin season”...
Tagus Bytes (22.04.26)
The Crypto Fear & Greed Index climbed from extreme fear (<25) to a reading of 32 on April 22, 2026, marking a 20‑point rebound since April 18. The uplift coincided with the United States extending the Iran cease‑fire indefinitely, which helped calm market...
Tagus Bytes (21.04.26)
Strategy acquired 34,164 Bitcoin for $2.54 bn, lifting its holdings to 815,061 coins and moving closer to a 1 million‑BTC target. Bitmine Immersion Technologies bought 101,627 ETH, bringing its total to 4.98 million ETH worth roughly $11.5 bn, near its 5 % supply ambition. Both firms...
Tagus Bytes (17.04.26)
The Bitcoin halving cycle has entered its final phase, with the network reaching the 50% midpoint on April 6, 2026 after mining 105,000 blocks since the April 20, 2024 halving. At 726 days post‑halving, the cycle aligns with the typical 1,400‑1,500‑day duration, signaling the...
Tagus Bytes (15.04.26)
The ETH/BTC ratio has surged, indicating a rotation toward Ethereum as the US‑Iran conflict eases. Since the February 28 2026 flare‑up, Ethereum has outperformed Bitcoin, delivering a 22% gain versus Bitcoin's 14% rise. The ratio, which fell to a 0.02 low in...
Tagus Bytes (14.04.26)
Rising odds of a US‑Iran resolution are fueling a risk‑on market environment, lifting equities such as the S&P 500 and Nasdaq as well as Bitcoin. Recent de‑escalation signals, including potential negotiators reconvening in Islamabad and a Chinese‑linked tanker transiting the...
Tagus Bytes (02.10.26)
Bitcoin outperformed gold during the 2026 US‑Iran conflict, gaining 7% while gold fell 9%. The digital currency’s resilience stemmed from lower sensitivity to rising Treasury yields and a stronger dollar, positioning it as a recovery asset rather than a traditional...
Tagus Bytes (02.09.26)
After the US‑Iran ceasefire on April 8, 2026, Bitcoin briefly reclaimed the $72,000 level, sparking a short‑lived rally. However, the rally quickly diverged as liquidity migrated toward “Utility‑First” altcoins such as Ethereum, Ripple and Hyperliquid, which posted sharp volume spikes in oil‑perpetual...
Tagus Bytes (02.08.26)
Bitcoin surged past the $72,000 mark as the United States and Iran announced a conditional two‑week ceasefire, easing heightened geopolitical tension. The pause follows an intensive diplomatic push that began in late February, prompting a relief rally across risk‑off assets....
Tagus Bytes (02.07.26)
Ethereum staking reached a record 38.7 million ETH in April 2026, representing about 31.8% of the total supply (≈ $70 billion). The staking queue stayed robust at 2.8 million ETH while the unstaking queue fell to near zero, indicating minimal exit pressure. Institutional participation surged,...
Tagus Bits 'N Bobs (Issue 12): Crypto Fear & Greed - Contrarian, Causal, Correlative, and Corrective Dynamics (Mar. 27,...
The paper examines the Crypto Fear & Greed Index (CFGI) as a sentiment proxy for Bitcoin from 2018 through 2026. Using correlation, regression, rolling‑window and Granger‑causality techniques, it finds CFGI reliably mirrors market mood but offers limited, regime‑specific predictive power....
Tagus Bytes (25.03.26)
Bitcoin’s price held steady in March as institutional investors poured $1.5 billion into U.S. Bitcoin ETFs, reversing earlier outflows. The inflows highlight ETFs as the primary channel for large‑scale capital, linking the crypto more closely to traditional portfolio flows. Meanwhile, US...
Tagus Bytes (19.03.26)
The Crypto Fear & Greed Index slipped back to an “Extreme Fear” reading of 11 on March 20, 2026, after briefly moving into “Fear” territory earlier in the week. This decline signals heightened risk aversion even as some analysts posted...
Tagus Bytes (19.03.26)
A recent survey of 1,000 active U.S. crypto traders shows that stablecoin yield has become a routine activity, with over 65% having used on‑chain tools to earn returns and more than 25% doing so regularly. Respondents are seasoned, two‑thirds trading...
Tagus Bytes (17.03.26)
Ethereum rallied about 10% on March 16, extending to mid‑teens over the past week and outpacing Bitcoin as institutional appetite resurged. BitMine Immersion Technologies added nearly 61,000 ETH, bringing its total to 4.596 million tokens—roughly 3.8% of circulating supply. BlackRock’s new iShares...
Tagus Bytes (16.03.26)
Bitcoin futures are displaying a modest bullish tilt as BTC hovers around $73,000, with taker volume showing 51.9% long versus 48.1% short, translating to $30.8 bn in buys against $28.6 bn in sells across Binance, OKX and Bybit. Short liquidations exceed longs,...
Tagus Bytes (13.03.26)
A 30‑day snapshot after the Feb 28 2026 US‑Iran conflict shows Bitcoin outpacing gold and major equity indices. Bitcoin rose 4.3% while gold gained 1%, S&P 500 fell 4.3% and Nasdaq dropped 3.1%. The annualised Sharpe ratio for Bitcoin was 1.66, far above...
Tagus Bytes (12.03.26)
Bitcoin’s blockchain mined its 20 millionth coin on March 9, 2026, reaching 95.24 % of the protocol’s 21 million‑coin cap. The block, mined by Foundry USA, awarded the standard 3.125 BTC post‑2024 halving, which cut daily issuance roughly in half. Analysts estimate that 2.3‑3.7 million BTC are...
Tagus Bytes (11.03.26)
The Coinbase Premium Index, which tracks the price gap between Bitcoin on Coinbase and the global average, turned positive on March 9 and recorded a modest +0.0174 reading on March 10. This marks a reversal from its February low of –0.229, a...
Tagus Bytes (06.03.26)
The United States‑Iran conflict on Feb. 28, 2026 sent the VIX soaring to an intraday high near 28, signaling heightened fear across traditional finance markets. In contrast, Bitcoin’s implied volatility, measured by the Deribit DVOL Index, held steady around the mid‑50s despite...