Tagus Capital - Web3 Deep Tech

"If we see further, it is by standing on the shoulders of Giants" IN

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Full Breakdown: https://t.co/IH4ErmmUtX

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Fed Rate Decision Focus Shifts to Forward Guidance

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Full Breakdown: https://t.co/IH4ErmmUtX

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Clarity Act Optimism Fuels Crypto Market Gains

Prediction market odds for the Clarity Act's passage in 2026 surged to 30%, prompting a 9% rise in Coinbase shares as Senate Republicans introduced a draft with bipartisan compromises.

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Full Breakdown: https://t.co/IH4ErmmUtX

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Senate Cloture Math Targets CLARITY Act Advancement

With 60 votes needed for cloture, Senate requires 7 Democratic crossovers, contingent on overcoming banking scepticism over yield-bearing stablecoins.

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Full Breakdown: https://t.co/IH4ErmmUtX

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Bitcoin Faces Indirect Pressure from Rising U.S. Treasury Yields

Despite $BTC's weak -0.23 correlation with 10-year yields, its +0.39 correlation with the Nasdaq suggests equities are the key transmission channel.

Equity weakness could spill over into Bitcoin.

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Full Breakdown: https://t.co/IH4ErmmUtX

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Bitcoin Consolidation Opens Door for Altcoin Outperformance

$BTC dominance slipped to 59%, with Ethereum up 37% and Solana close to 33% in the past month, hinting at risk rotation into major altcoins.

Is a broader altcoin season beginning or just early-stage rotation?

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Full Breakdown: https://t.co/IH4ErmmUtX

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Bitcoin Ownership Dynamics: Retail Sells, Institutions Accumulate

Retail investors holding under 10 $BTC are selling off during sideways market ranges, while large whales and institutions absorb supply into long-term storage.

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Full Breakdown: https://t.co/IH4ErmmUtX

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

XRP Derivatives Volume Surges to Six-Month High

Derivatives trading on $XRP hit $64bn, with Binance taking a $37bn share. Futures volume outpaced spot fivefold, highlighting heightened leverage and speculative positioning.

This concentration increases structural risk.

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Full Breakdown: https://t.co/IH4ErmmUtX

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Bitcoin's Ratio to Gold Hits New Highs

The $BTC-to-gold ratio has surged to 18.17 ounces per Bitcoin, its highest since January, reflecting hard-asset demand and volatility.

This could mark a shift in safe-haven dynamics, but sustainability is key.

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Full Breakdown: https://t.co/IH4ErmmUtX

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Bitcoin Rally Supported by Macro Shifts and Short Squeeze

$BTC has moved above $80K, aided by easing Treasury yields and moderated Fed rate hike expectations. $438mn in short positions were liquidated, marking a significant shift in derivatives positioning.

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Full Breakdown: https://t.co/IH4ErmmUtX

[Tagus Capital - Web3 Deep Tech @CapitalTagus]

Senate's CLARITY Act Faces Critical Procedural Vote

The CLARITY Act's market-structure debate hinges on a 60-vote threshold, with SEC rules echoing its statutory text. Current odds of passage have dropped to 15%, signalling waning legislative momentum.