👀 Last week in Crypto

👀 CryptoQuant Doesn't Rule Out a Bitcoin Short Squeeze to $82,800 Over the Weekend

Leverage on exchanges increases amid low liquidity

📉 ETH fell against BTC to a five-year low (0.02193)

In the year since the halving, the ETH rate against Bitcoin has fallen by 39%

The last time Ethereum lagged BTC this much was in Q3 2019 (0.0164, -46%)


🪙 Mining Company MARA Plans $2 Billion Additional Common Stock Offering to Raise New Bitcoin Purchases

📝 Japan's Metaplanet issues 2 billion yen in common bonds to fund new Bitcoin purchases

☺️ Micro Strategy purchased 22,048 BTC for $1.92 billion at $86,969 per coin

As of March 30, they bought 528,185 BTC for $35.63 billion at an average price of $67,458 per bitcoin.

Tariffs, “Liberation Day,” and a Path to Higher Highs

1. The Slide Down—and What’s Driving It

Bitcoin has slipped to around $81.8k, filling the CME gap along the way. Meanwhile, broader markets—especially in Asia—are reacting negatively to Trump’s newly confirmed tariffs. Europe and the UK feel the pressure, too, as they brace for potential economic fallout. On April 2nd, dubbed “Liberation Day” in the U.S., these tariffs go into effect, introducing short-term uncertainty across global markets.

Key Takeaway:

• Market Sentiment is shaky ahead of April 2nd. Historically, though, once these kinds of “unknowns” are clarified, markets often bounce back.

2. Tariffs Aren’t the Real Risk—Uncertainty Is

Yes, tariffs can impact global trade. But ironically, markets hate the unknown more than the issue itself. Once it’s clear exactly how big (or small) the tariffs are and who’s really affected, traders often switch gears from “fear mode” to a more rational re-pricing of assets.

Watch For:

• Possible Price Dip until April 2nd

• Relief Rally once the new tariff details are public

3. A Bigger Picture: Global Liquidity Continues to Rise

Despite the short-term jitters, global liquidity is going up—and Bitcoin historically tracks global liquidity with a lag of several weeks. Analyst Colin has an open-source indicator showing how BTC price eventually “catches up” to the direction of global liquidity.

Why It Matters:

• Even if the market reacts negatively in the short term, a growing global liquidity backdrop generally favors medium- to long-term BTC upside.

4. Bearish Consensus = Possible Bullish Setup

By many measures—like sentiment on social media—people believe “the cycle is over.” That kind of widespread pessimism can lay the groundwork for a strong contrarian rally once the macro fear subsides.

Contrarian View:

• April 2nd might mark the pivot from fear to relief.

• Short-term dips could still happen, but an eventual bounce may be stronger than many expect.

5. U.S. Regulatory Green Lights (FDIC & CFTC)

Under the new administration, key regulatory bodies are rolling back older, restrictive crypto guidelines:

• FDIC rescinded a 2022 rule that forced banks to get prior approval before crypto activities.

• CFTC is aligning crypto oversight more with traditional finance frameworks.

Implication:

• Over 5,000 U.S. banks could gain simplified access to crypto offerings.

• Crypto’s overall environment in the U.S. is becoming more friendly—an important contrast to the gloom in foreign markets (e.g., the UK or certain EU nations).

6. El Salvador & the Trump Connection

El Salvador’s President Bukele potentially meeting with President Trump signals deepening ties on Bitcoin policy. This might lead to:

• Mining Collaborations (U.S. invests in El Salvador’s volcanic-powered mining).

• Reduced IMF Pressure on El Salvador, if the U.S. actively supports Bukele’s BTC agenda.

Key Thought:

• Countries that once faced World Bank or IMF pushback may bypass these hurdles if the U.S. invests or forms direct partnerships on Bitcoin initiatives.

7. HODL Versus Trading: Surviving the Volatility

Markets remain bipolar—one day hype, the next day fear. Long-term holders often fare better because they avoid missing those critical pump days. While short-term traders can profit from volatility, it’s riskier.

Why Hodl?

• Most BTC gains historically occur in just a few high-volatility sessions each year.

• Missing those days can erode returns dramatically.

8. Near-Term Outlook

1. Until April 2nd

   • Expect choppy price action.

   • Markets are pricing in worst-case tariff scenarios.

2. After “Liberation Day”

   • If tariffs are smaller or more targeted than feared, markets could rebound strongly.

   • Bitcoin, in particular, might rally back above $85-90k swiftly once fear dissipates.

3. Macro & Fed

   • Rising global liquidity + pro-crypto U.S. regulation = bullish tailwind for BTC.

   • A short-lived dip may give way to an extended rally into Q2.

9. Final Thoughts

The next few days will test Bitcoin’s short-term support as tariff anxieties dominate headlines. But beyond the immediate noise, macro factors and an increasingly crypto-friendly U.S. stance suggest a potential surge once the uncertainty lifts. Keep an eye on:

• The Tariff Reveal (April 2nd)

• Continued Growth in Global Liquidity

• Regulatory Shifts that favor crypto adoption

In crypto, it’s often darkest before dawn. With the entire timeline glooming, a contrarian bounce may soon emerge—especially as real clarity arrives on “Liberation Day.”

📍Unhosted AI Weekly: “Advanced Reasoning, Degenerate Trading, and $1B in Hot Chips”

Another week, another billion flowing into AI agents—because when Apple’s ordering $1B of NVIDIA chips, you know we’re not in Kansas anymore. Meanwhile, Deepseek V3 and Tencent’s Hunyuan-T1 are beefing up agent IQ, and David Sacks casually hints at the future of work being… bots that open your emails.

🧠 Market Vibes: Flat Mindshare, Spiky Capital

• AI mindshare dipped just 1% to 31%, but the overall agent market cap? +17%—up to $7B.

• Only 20% of investors are bullish on AI tokens.

💼 Big Players, Big Promises

He’s not wrong. Whoever nails the boring-but-useful stuff like calendars, docs, Slack, and Notion... wins the productivity wars. Right now, Wayfinder is leading the pre-TGE mindshare race with PROMPT around the corner and a Kaito leaderboard breathing fire.

Oh, and VISA x OpenAI is officially a thing. Think agents with wallets, optimizing yield, farming DeFi, maybe even placing bets on your behalf. Autonomous degening is coming.

💸 Capital Flows: Who Got Paid?

According to @Nansen_ai:

• Virtuals led with $1M+ in inflows.

• AlchemistAI and ARC followed.

• Fartcoin ran to a $600M market cap (yes, really), then smart money started quietly exiting. One trader pulled a $1.1M profit from a memecoin. Business as usual.

⚙️ Agent Count + Market Cap

• Total agents on @CookieDotFun: 1,487 (+15 this week)

• Total market cap: $7B (+$1B week-over-week)

• ARC + ALCH saw renewed attention as agent app stores finally get some market love.

So who are the key movers over the past week?

🧪 Noteworthy Drops This Week

• Mintify launches AI-powered NFT/Token trading agent. One prompt = full execution.

• Hunyuan-T1 is here. Faster, smarter, built on some hybrid transformer magic.

• Wayfinder’s PROMPT TGE + new agent terminal is live—expect a UI/UX glow-up across DeFi.

• Revid AI lets agents create, schedule, and publish TikToks in one shot. Influencers, beware.

• Fartcoin (again): Up 100% in a few days. Trader @kronicle89 enters at $0.25, exits at $0.51.

• BillyBets advances to the Sweet 16 in the ProphetX tourney. A sports betting agent with 37% ROI is clowning actual humans. Respect.

⚠️ Security L (again)

AI agents still occasionally go full “oops.”
AIXBT got tricked into sending $100K+ to a random address.
Was it a prompt exploit? Yep. Was it preventable? Also yes.
Do we learn? Eh… next time, maybe.

🌐 AI Macro News: The Big Picture

• NVIDIA flexes at GTC: new GPUs, robot demos, and 100+ new tools flood the market.

• Google drops Gemini 2.5 Pro — their smartest AI yet.

• Anthropic upgrades Claude with better reasoning.

• Meta rejects $800M chip deal, says “we’ll do it ourselves.”

• Zapier, Perplexity, StabilityAI all pushing new toys.

• AI cancer detection hits 99% accuracy.

• China continues to dominate on speed and cost-efficiency. No surprise there.

💡 Final Thoughts:

The agent race is heating up. Chips are flying. Protocols are launching. Fartcoin’s mooning. AIXBT’s leaking funds. Google and Tencent are turning models into monsters.

But here’s the alpha:

Keep your notifications on, stay skeptical, and degen responsibly.
Catch you next week. 🚀

Wanna play bigger? Stay ahead of the curve with all the in-depth market analysis and coin investment strategies, profitable wallets, AI picks and more by subscribing to Unhosted AI’s paid newsletter.

Subscribe to Premium Newsletter to read the rest.