👀 Last week in Crypto

🩸 Monday continues bleeding

🔍 The Dow Jones Industrial Average Today vs. Black Monday 1987

Despite the varying depths of the fall (now -5.5%, then 22%), the market is already on its worst three-day streak since 1987

📉 Why market is going down?

🚫 TikTok deal in the US falls through due to tariffs — Trump.

🚫 China wanted to negotiate with Trump, but it didn't work out. Now China is preparing for a new trade war with the US.

🚫 Trump said he will not give in or make concessions to China until the problem with the trade deficit with the US is resolved.

🚫 Chinese market opens 10% lower - biggest one-day drop in history.

🚫 Jim Cramer predicts a 1987-like US stock market crash.

🚫 SP500 futures update lows.

🚫 Trump said he had been in talks with European and Asian leaders on tariffs. EU trade ministers will approve retaliatory measures to US tariffs today (apparently they did not agree).

🚫 The US and Saudi Arabia are preparing a ground operation against the Houthis in Yemen.

In other news:

The 500 richest people in the world lost $500 billion in the last week! That's the combined value of Ethereum, USDT, XRP, and BNB

The only one who made money was this cash-rich Warren Buffett.

The Bitcoin network hashrate has reached 1 zetahash for the first time in its history!

This means that the computing power connected to the network at any one time is capable of producing 1000 exahashes per second (1 exahash is 1 quintillion

hashes)

In turn, this will lead to a recalculation of the mining difficulty so that the network maintains its average block addition rate (approximately once every 10 minutes)

Given the market dump, this means that some miners will likely have to leave the market (or be acquired)

Black Monday: Global Sell-Off, Trade Wars, and Bitcoin’s Next Move

1. The Sudden Market Meltdown

Global markets are in freefall:

• China: Down ~10% at open – worst drop since the COVID panic.

• Japan: Circuit breakers triggered as stocks plummet.

• Europe: Major indices (Germany, France, UK) off 6–10%.

• United States: Futures pointing to a steep drop as investors digest the latest Trump tariff escalations.

Bitcoin hasn’t been spared. After losing the 50-week moving average around $75k, the market is bracing for further volatility. Normally, BTC defends this average during bull cycles, so a breach is noteworthy.

2. All Eyes on the Fed

With China stepping in to stimulate its markets—pumping liquidity, buying ETFs—traders look to the U.S. Fed for a similar move. Historically, deep panic triggers swift central bank action:

• Jerome Powell has signaled patience, but the swift decline might force an emergency rate cut or at least a policy pivot sooner than expected.

• Trade War Shocks: Unclear, hasty tariff rules roil business confidence, fueling speculation that the Fed must intervene to prevent a severe recession.

3. Tariff Turmoil: No Clear Strategy?

President Trump’s move to impose sweeping tariffs—especially on friendly nations—confuses the market. Allies and businesses see no coherent plan:

• Zero Deficit Goal: Trump claims any trade deficit is unacceptable, spooking supply chains reliant on cheaper foreign production.

• Confidence Crisis: Without clarity on long-term strategy, large-scale capital investment might stall, dragging global growth down.

Bill Ackman, one of Trump’s early supporters, warns that “business is a confidence game,” and the administration risks destroying trust at home and abroad. Meanwhile, Howard Lutnik (a key advisor) stands accused of benefitting from a falling stock market due to a heavy bond position. The White House's shifting rhetoric intensifies investor uncertainty.

4. Crypto’s Correlation: Bitcoin Under Pressure

Despite its reputation as a hedge against chaos, Bitcoin is also dumping:

• Fell 30% from local highs, close to the historical 50-week MA.

• If Fed inaction continues, further downside could test critical levels (e.g., $71k or even the $60k range).

Short-term:

• Global panic may drive further BTC losses.

• Fed pivot or major central bank stimulus could spark a rapid BTC rebound (mirroring the COVID crash and recovery).

Long-term:

• Bitcoin’s fundamental thesis as a non-sovereign store of value remains intact.

• Prolonged monetary and trade-policy chaos might reinforce Bitcoin’s appeal.

5. Potential Outcomes

1. Bullish Scenario – The Fed or other central banks rush in with huge liquidity injections. Markets see a V-shaped bounce reminiscent of the 2020 COVID response.

2. Bearish Scenario – The Fed delays action, Trump’s tariffs persist, and uncertainty deepens. Stocks and Bitcoin grind lower or remain stuck in a “fear cycle.”

3. Sideways Grind – Policymakers dither, leading to an extended period of gloom and sporadic dips, with little upside momentum until clarity arrives on the tariff front.

6. The Survival Strategy

• Long-Term Portfolio (e.g., Bitcoin HODL): A staple approach in crypto if you believe BTC will eventually reach 6-figure or even 7-figure territory.

• Short-Term Risk Management: Some traders de-risk ~30% to buy back in lower should BTC plunge further. Timing can be tricky—short-term trades carry psychological challenges if the market whipsaws.

• Monitoring the Fed: A quick Fed pivot to easing could produce a robust rally; further hesitation might exacerbate the slump.

Conclusion

“Black Monday” fear has returned, driven by a tangle of trade tensions, collapsing equities, and global uncertainty. For crypto enthusiasts, it’s a tumultuous moment that underscores Bitcoin’s sensitivity to macro events—yet also highlights why many see it as a hedge against endless policy confusion.

Stay cautious, keep an eye on central bank signals, and remember: while short-term pain and extreme volatility loom, Bitcoin’s long-term narrative remains a fortress in the midst of geopolitical and economic chaos.

📍Unhosted AI Weekly: Market Nukes, Meme Agents, and the Next Llama Drops

📉 Macro Mood: $10T Gone. AI Still Here.

ETH got liquidated, TradFi lost $10 trillion, and your bags? Probably not doing great. But AI agents? Still very much online.

While nearly every major AI token bled double digits over the weekend, degens stayed glued to the timeline. Why?
Because FARTCOIN somehow continues to moon through the macro apocalypse, Meta dropped Llama 4, and GPT-5.0 is officially on the way.

We’re calling it now—this isn’t a bear market, it’s a Darwin test for agents.

🍪 Data Drop: AI Agent Mindshare & Market Pulse

If you're wondering who’s still breathing in this macro dumpster fire, Cookie just dropped the latest 24-hour mindshare stats—and yes, FARTCOIN has entered full meme-god mode.

FARTCOIN has now more than doubled the mindshare of its closest competitor and is single-handedly carrying vibes on its memetic back. Volume’s up, sentiment’s absurd, and everyone else looks like background noise.

Markets are in full crabwalk mode, but AI agents are still jockeying for mindshare. The leaderboard this week? A full-blown meme vs. infra brawl—with FARTCOIN comfortably perched at the top like it owns the narrative (and honestly, it might).

🧪 Interpret This Chaos:

• Volume spikes ≠ strength. ACT and HYPER are getting attention, but mostly from bottom-feeding degens.

• Mindshare ≠ conviction. FARTCOIN is running laps around fundamentals, proving memes matter more—at least until the liquidity dries up.

Liquidity still decent in select names like VIRTUAL, AI6Z, and COOKIE—potential rotation candidates if the macro stabilizes.

🍿 Meme Madness Continues

• Meme Agents now control 35.71% of all agent mindshare—up a whopping +13.4% in 7 days.

• DeFAI claims 8.51% (+2.14%)—strong show for a sector still defining itself.

Frameworks drop to 7.28% (–0.71%) despite high-quality agent UX/dev tools.

That big green blob you see? Yeah, that’s $FARTCOIN and friends flexing harder than the Nasdaq on AI news. We’re seeing wild inflows into entertainment-first agents while infra-heavy categories like Alpha and Frameworks are getting ignored or dumped.

🧠 Benchmark This: Why LLM Strengths Matter for Agent Deployment

As large language models (LLMs) continue leveling up, it’s not just about raw power—it’s about specialization. Each model’s unique strengths (reasoning, coding, image gen, memory, etc.) define where it best fits in the agent economy.

Benchmarking isn’t just academic—it’s your cheat sheet for knowing which agents are built different, and which are just pretending to be.

🔍 Notable Developments

• Meta flexes with Llama 4 (10M context window, no big deal).

• Midjourney V7 fights back vs GPT-4o images.

• Microsoft patches Co-Pilot, probably to make room for even more buttons.

• GPT-5.0 teased by OpenAI. More hallucinations, now faster.

• Kawasaki unveils a 4-legged robot named CORELO—because why not?

🔥 Rapid Fire Roundup

• Ghibli DeFi: Daniele says the Ghiblification trend sparked by ChatGPT is just the beginning—expect DeFAI to follow suit. Think anime vibes, but with yield.
  → AI makes DeFi cute, accessible, and maybe… finally usable.

• AI Heads of Departments are now a thing. Companies are structuring teams where one master agent runs 5–7 sub-agents.
  → Middle management, meet machine learning.

• Virtuals Retro Points:
  @virtuals_io rolls out Virgen Points — check your dashboard. These will unlock access to future agent launches.
  → Early activity = early alpha.

• Augment Agent cloned Amazon in minutes. Cursor has competition.
  → AGI dev tools aren’t coming—they’re already here.

• Devin 2.0 is live — the first fully agent-native IDE. Starts at $20/month.
  → Coding just went full vibe mode.

• Tinder x OpenAI: Tinder now trains you to flirt via AI.
  → CT bros, rejoice. LLMs might finally fix your DMs.
  

💡 Final Thoughts:

The agent arena isn’t slowing down—it’s glitching into overdrive. $FARTCOIN’s still defying gravity. AI infra’s bleeding red. GPT-5.0’s on the horizon. Meta just dropped Llama 4 with a 10M context window. Meanwhile, DeFAI’s sharpening its knives while meme coins hoard the spotlight.

But don’t get it twisted:

The real winners aren’t loud. They’re useful.
Agents that quietly move money, manage your tasks, and autopilot your yield? Those are the ones that’ll still be here after the next 40% correction and the next wave of hype.

So…

🧠 Tune out the noise.
💰 Follow the volume.
🤖 Bet on agents that do more than just tweet memes.

See you next week in the trenches. 🚀


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