👀 Last week in Crypto

📉 Selling pressure has been easing for several weeks now

🪙 Japan's Metaplanet Acquires Another 150 BTC

⛓️‍💥 The Sui blockchain (18th place by capitalization) carried more stablecoins yesterday than TON (13th place):

🔗 Bitcoin network mined anniversary block 888888

This is what this block is filled with:

🥗 OFAC (US Office of Foreign Assets Control) has removed the crypto mixer website Tornado Cash from its sanctions list:

📊 4 of the 8.7 million memecoins issued through Pump Fun managed to maintain a market cap above $100 million

💸 US Spot ETFs Post Positive Net Inflows for Fourth Straight Trading Session

Bitcoin Detailed Analysis

1. A Pump Back to the Upside

The market is stirring, and Bitcoin is pushing higher after holding its 50-week moving average. Historically, this line has proven to be a key support, and once price bounces, it tends to move quickly. The next big target? A resistance near 91k. If that level breaks, the path to 100k becomes a very real possibility.

Why This Range Matters

• Historic Support: In previous cycles, the 50-week MA has signaled major trend reversals.

• Bullish Momentum: A push above the 91k resistance opens the door to six figures, potentially hitting 100k+ with “teleport” speed if momentum holds.

2. Macro Catalyst:

Fed Easing

For much of this cycle, the U.S. Federal Reserve has been in tightening mode. Unlike prior bull runs where Quantitative Easing (QE) provided a liquidity tailwind for crypto, this time has been different.

What’s Changing?

• End of QT? Fed Chair Jerome Powell recently hinted at reducing the pace of Quantitative Tightening (QT).

• April 1st Milestone: The Fed is expected to cut 80% of its current Treasury runoff, an initial signal that full-blown QE could be on the horizon.

• Transitory Inflation (Again?): Powell’s stance on tariffs is that any inflationary effect would be “transitory,” implying no further rate hikes strictly because of tariffs.

This pivot is precisely why Arthur Hayes (ex-BitMEX CEO) is projecting BTC to $110k before a retest of the high-70s. Easing monetary policy historically fuels risk assets—Bitcoin included.

3. The Trump Tariff Twist

There’s been a swirl of talk around tariffs—whether they spark inflation or not. President Trump scaling back broad-based tariffs in favor of targeted taxes might reduce near-term market fears.

Key takeaway: If Trump fears a further stock market dump, rolling out a gentler tariff approach could calm markets. And with Fed policy turning supportive, the entire environment becomes pro-crypto.

4. The Underperforming Altcoin Story

Despite Bitcoin’s strong rally, many altcoins have lagged more than usual. Why? Possibly because there’s been no real QE this cycle—until now.

1. Capital Favored BTC: In a tightening environment, investors gravitated to the relative “blue-chip” of crypto—Bitcoin.

2. Fed Easing Could Shift Capital: If the Fed officially ends QT and moves toward QE, altcoins may catch up fast.

Spotlight on Solana & Others

• Solana: After a rough few months, it’s now up ~6% in a week. If QE truly arrives, the next leg higher could be dramatic.

• Ethereum: Historically a bull-cycle powerhouse, ETH has underperformed BTC this cycle. Yet if the money floodgates open, ETH typically surges against BTC in late-stage rallies.

5. Hash Rate Signals Confidence

Bitcoin’s network hash rate keeps climbing, signaling miners’ confidence. Historically, a rising hash rate precedes price surges because:

• Miners Expand Forward: They anticipate higher future BTC prices.

• Security & Resilience: A more secure network often encourages institutional and corporate adoption.

6. Global Adoption Heats Up

Russia & Global Trade

Countries sanctioned from SWIFT (like Russia) are turning to Bitcoin for cross-border transactions. Likewise, emerging markets see BTC as a hedge when trust in their local currency or the dollar system wanes.

U.S. Strategic Reserve

On the flip side, the United States acknowledges Bitcoin’s strategic importance. Multiple officials and top economic advisors have signaled the U.S. invests heavily in BTC. Meanwhile, the EU lags behind, with certain policymakers still labeling Bitcoin as the final gasp of a bubble—a stance likely to cost them if the U.S. leads in adoption.

7. The HODL Strategy: Less Stress, More Gain

In bull markets, many try to “time the top” or sidestep dips. But statistics show that the majority of gains often occur in a handful of days. Traders risk missing those explosive moves. Long-term HODLing has historically outperformed constant buying and selling—especially for Bitcoin.

Michael Saylor and other prominent figures argue that if you truly believe Bitcoin isn’t going to zero, it’s effectively going to millions. Being terminally Bitcoin—constantly accumulating and rarely selling—has proven a viable strategy.

8. Near-Term Outlook

1. If Fed Eases Hard

   • Bitcoin could quickly smash 91k, heading for 100k+.

   • Altcoins, especially Ethereum and Solana, might finally see massive rallies.

   • Global macro sentiment flips risk-on.

2. If Fed Hesitates

   • Market might drift sideways or correct slightly.

   • Bitcoin likely retains dominance over altcoins.

3. EU Remains a Question Mark

   • ECB often behind the curve.

   • Dismissive ECB attitudes could hamper European crypto adoption—while the U.S., Russia, and Middle East keep stacking BTC.

9. Final Thoughts

A perfect storm of easing monetary policy, rising hash rates, and countries adopting Bitcoin for trade are aligning to create a possible explosive Q2. While short-term price retracements will occur, the bigger picture is clear: The path of least resistance is up, and governments acknowledging Bitcoin’s strategic value will only accelerate its adoption.

Remember:

• Stay watchful of the Fed’s next moves on QT and interest rates.

• Understand that hash rate uptrends often front-run big BTC price increases.

• HODL remains a time-tested approach—avoid missing those key pump days.

Should QE reappear in a meaningful way, we may soon see 100k BTC and renewed altcoin mania. The question isn’t if, but how quickly the markets react once the Fed tips its hand.

📍Unhosted AI Weekly: The Agentic Future

🧠 Mindshare Watch: AI Isn’t Cooling Off

AI agent mindshare climbed to 32% this week (+3% WoW), according to @KaitoAI. And leading the attention economy? @BNKRbot, who used Grok (yes, Elon’s Grok) to launch a cluster of tokens straight into the @X bloodstream.

💰 Result: Grok’s bnkr wallet has racked up $700K+ in unclaimed fees. No idea who claims it or how—but we’re watching.

Meanwhile, @AIWayfinder dominates pre-TGE buzz with early beta access. If you’re still doubting agents, here’s your alpha: voice is rapidly becoming the default interface. Agents like @LimitusIntel and @HeyAnonai are already baking it into DeFAI.

💸 Capital Flows: Agents Still Soaking Up Liquidity

According to Nansen, @Virtuals_io's Agent Commerce Protocol (ACP) brought in $4.6M this week. Not bad for a market that just shed $2B.

👾 Cookie reports:

• 1,472 AI agents now tracked

• $6B total market cap (down from $8B last week)

• 6 new agents (+0.5%)
  

  

📉 TL;DR: More agents, less value. Which begs the question...

CZ dropped a hot take: not every agent needs its own coin. Fees in existing crypto work fine—launch a token only if there’s scale.

🔎 So who are the key movers over the past week?

🌐 Web2 AI Corner: Billions Moving Fast

• $3B M&A: @ServiceNow acquiring Moveworks

• @Zoom’s AI Companion just went full agent

• @Adobe’s introduces an army of enterprise AI agents

• OpenAI releases new DIY agent toolkits

• @StabilityAI drops 3D virtual camera tech

• @Baidu_Inc & Google roll out new lightweight multimodal models

• Salesforce commits $1B to AI in Singapore

• Celestial AI raises $250M Series C1

• Onyx lands $10M for open-source AI agents

👀 TL;DR: Everyone’s betting on agents. Some are building; others are just rebranding old scripts with a voice overlay.

💡 Final Thoughts:

• The signal is rising above the noise. Slowly.

• Don’t fall for the "every protocol needs an agent" trap.

• Voice-first + agent-to-agent commerce = the real unlocks.

• And if you’re building? Build something useful. Not just something that tweets and swaps tokens at the same time.

🪐 Welcome to the agentic future. Try not to get rugged.

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