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Tagus <> Bytes (08.04.26)

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Tagus Capital
Apr 08, 2026
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Warm Welcome, Tagus Community, April 8, 2026

  • Bitcoin Tops $72K on Ceasefire: Bitcoin has tested $72,000 after the U.S. and Iran entered a temporary, conditional two-week ceasefire, pausing operations after an intensive campaign from late February to early April. the move triggered a relief rally as geopolitical risk eased, and one clear barometer is Brent crude sharply back well below $100 per barrel. Whilst Polymarket contracts related to the US-Iran ceasefire by various dates now reflect a resolution, this is still less than a full de-escalation and more a tactical pause to enable negotiations, with Iran advancing a 10-point framework that ties any settlement to sanctions relief, release of frozen assets, reduced US military presence, and compensation, alongside a formal protocol governing the Strait of Hormuz. As part of this, Iran has signalled a temporary arrangement to allow coordinated and controlled maritime transit through the strait if attacks cease, underscoring the transactional nature of the pause.

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