"If we see further, it is by standing on the shoulders of Giants" IN
Joined October 2021
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MicroStrategy's Preferred Shares Strain Under Bitcoin Acquisition Pressure - Full Breakdown: taguscapital.substack.com/
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Geopolitical Relief Cushions Bitcoin Amid Corporate and ETF Consolidation - Full Breakdown: taguscapital.substack.com/
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SpaceX IPO Capital Drain Sets Stage for Crypto Liquidity Rebound - Full Breakdown: taguscapital.substack.com/
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Strategy's Aggressive Bitcoin Accumulation Highlights Treasury Model Stress Test - Full Breakdown: taguscapital.substack.com/
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Strategy Reinforces Bitcoin Holdings Despite Liquidity Stress - Full Breakdown: taguscapital.substack.com/
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AI Capital Rotation Pressures Bitcoin but Signals Strategic Accumulation - Full Breakdown: taguscapital.substack.com/
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Bitcoin Decouples From Nasdaq as AI Capital Rotation Accelerates - Full Breakdown: taguscapital.substack.com/
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Ethereum's Disproportionate Liquidation Signals Structural Risk-Off Shift - Full Breakdown: taguscapital.substack.com/
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Nvidia's Earnings and Bitcoin's Liquidity Linkage Highlight Tech-Driven Risk Sensitivity - Full Breakdown: taguscapital.substack.com/
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Tagus Capital - Web3 Deep Tech retweeted
May 19
🇬🇧 NEW: The Bank of England proposes extending its settlement infrastructure to near-24/7 operations, alongside the FCA, to prepare UK wholesale markets for tokenized finance.
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Retail Bitcoin Demand Rebuilds Amid Institutional Outflows - Full Breakdown: taguscapital.substack.com/
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Bitcoin and Ether Correlations Surge as Global Yield Shock Drives Macro Repricing - Full Breakdown: taguscapital.substack.com/
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Trust in the age of AI and Quantum Machines
Amid all of that noise of war and market volatility, three very important things happened in 2026 whose impact could fundamentally change how our society operates. Somehow, these developments remained somewhat under the radar for many people. Here are my views on them...
open.substack.com/pub/tagusc…
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Negative Bitcoin Funding Rates Increase Short Squeeze Risk - Full Breakdown: taguscapital.substack.com/
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CLARITY Act Momentum Shifts Focus Toward Crypto Infrastructure Winners - Full Breakdown: taguscapital.substack.com/
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Crypto Fear Recedes as Risk Appetite and Liquidity Conditions Improve - Full Breakdown: taguscapital.substack.com/
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US Strategic Bitcoin Reserve Signals Shift Toward Sovereign Bitcoin Integration - Full Breakdown: taguscapital.substack.com/
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Crypto VC Funding Slows as Capital Concentrates Into Strategic Deals - Full Breakdown: taguscapital.substack.com/
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