Unhosted Weekly: Crypto Market Overview #27

The Fed’s “Dog Whistle”

👀 Last week in Crypto

👑 The 30-day moving average of the Fear and Greed Index for BTC has retested the 25% zone, which has traditionally been a signal for the start of a new bullish rally.

📈 Bitcoin Outperforms Nasdaq on ALL Major Timeframes (Weekly and Above)

💸 Japanese company Metaplanet bought 319 BTC for $26.3 million

🌍 Less than 4% of people on Earth own crypto today

The largest number of Bitcoin owners (in relation to the population) are in North America - 10.7%

In South America, this figure is 6.6%.

Next come Asia (3.6%), Europe (3.4%) and Oceania (3.3%)

Africa lags behind noticeably (1.6%)

📊 Cost of commissions for buying 1 spot BTC on different platforms:

Hyperliquid - $24.72 - OKX - $82.42 - Binance - $82.42 - Bybit - $82.42 -Chainflip - $124.20 - Uniswap - $247.27 - Coinbase - $329.68 - Kraken - $329.68 - Thorswap - $546.81

🔽 The probability of a rate cut at the Fed's next meeting on May 7 has fallen again to 20%

Bitcoin: A Fed Dog Whistle and the Road to Higher Highs

1. Bitcoin Holding Strong

Despite recent market volatility, Bitcoin has bounced off the critical 50-week moving average (MA) around $75K, now hovering near $84K. Historically, this MA has been a key bull-market support. If BTC stays above it, the next target is around $90K – crucial for maintaining the broader uptrend.

Why This Matters

  • Avoiding a Lower High: A break back above $90K suggests a renewed bull structure rather than a “dead-cat bounce.”

  • Comparative Outperformance: Equities have fallen back to April 2024 levels, while Bitcoin only retraced to November 2024. That relative strength highlights crypto’s resilience.

2. The Fed’s “Dog Whistle”

For the first time since the 2021 tightening era began, Federal Reserve officials are signaling they’d intervene if bond yields keep surging. Global markets are dumping U.S. treasuries, pushing yields higher. Such a dynamic endangers the U.S. government’s ability to fund debt cheaply, forcing the Fed to consider:

  1. Rate Cuts

  2. Quantitative Easing (QE), i.e., printing money to buy bonds

Why It’s Bullish for Bitcoin:

  • Similar to the COVID crash, massive liquidity injections can catapult risk assets (especially BTC) to new highs.

  • It also undermines confidence in fiat currency, reinforcing Bitcoin’s non-sovereign narrative.

3. Tariffs Running Wild

President Trump’s strategy of imposing and then rescinding tariffs—especially on electronics—sends mixed signals. The confusion has spooked global markets:

  • Flip-Flopping: On Friday, electronics got a pass; by Sunday, new tariffs were back on the table.

  • Uncertain Negotiations: Market participants can’t price in stable supply chains when the White House changes stance weekly.

Result: Bond investors dump treasuries (pushing yields even higher) out of fear that this unpredictability could erode U.S. economic leadership.

4. Global Stimulus Everywhere

Major economies, from China to South Korea to (likely) the U.S., are hinting at or outright enacting stimulus to offset trade-war fallout. For crypto, more liquidity—and less trust in fiat—historically fosters capital inflows into Bitcoin.

China’s Moves

  • Yuan Devaluation: To keep exports competitive despite tariffs.

  • Direct Market Purchases: Government buying ETFs, reminiscent of COVID-era state intervention.

South Korea

  • Emergency Measures for its auto industry highlight a race to print and protect domestic sectors.

5. Bitcoin’s Path Forward

  • Short-Term Outlook

    • Must Reclaim $90K to affirm the larger bull pattern.

    • Failure could risk a drop toward the high-60s or low-70s if macro tides worsen.

  • Long-Term Fundamentals

    • Rising confidence that Fed pivots to QE.

    • Growing distrust in U.S. fiscal policy—boosting BTC’s safe-haven credentials.

    • Prominent figures (e.g., CZ, Saylor, Ray Dalio) echo the narrative that new monetary orders and massive liquidity favor Bitcoin.

6. Institutional Adoption & Political Support

  1. Sailor’s Next Buy: Michael Saylor teased another BTC purchase soon, sustaining momentum among corporate treasurers.

  2. Ex-PM Liz Truss endorses Bitcoin as a means to “take power away from government,” reinforcing the emerging shift in political acceptance.

  3. CZ Freed & More Deals: Binance’s CEO is out, forging new ties—potentially listing future U.S. stablecoins and amplifying crypto adoption.

Conclusion: The collision of populist trade policies, uncertain Fed stances, and unstoppable global liquidity growth sets the stage for Bitcoin to reassert itself as a top-performing macro asset. If the Fed indeed fires up the printing presses, BTC could see another epic rally—maybe even surpassing $100K toward the $200K forecasts from major analysts.

7. Key Takeaways

  • Hold the 50-Week MA: Keeping above ~$75K is critical for BTC’s bullish structure.

  • Watch the Fed: A QE pivot or any strong dovish signal would likely spark a crypto surge.

  • Tariffs = Catalyst: Paradoxically, the chaos may accelerate fiat debasement, fueling demand for Bitcoin.

  • Dollar Trust Erodes: Bitcoin’s independence from national policies grows more valuable each day.

Short version: The U.S. is giving crypto a massive boost by stoking uncertainty, while the Fed’s inevitable rescue—the dog whistle—looms large. As the rest of the world prints money to stabilize, Bitcoin stands ready to capitalize and potentially break new all-time highs.

📍Unhosted AI Weekly: Market Analysis & Agent Breakdown

The mood? Shaky. The bags? Bleeding. The agents? Still building.

This week, the OM implosion set off alarms across the AI token ecosystem. Insider flow accusations. Deleted chats. A classic rug—or maybe just another episode of “how not to DeFi.”

Meanwhile, agents are… adapting. And some are thriving. Let’s get into it.

🧠 Weekly AI Agent Rundown

Mindshare holds steady at 33%, with new launches still creeping in. But the token charts? Brutal.

🧾 Fartcoin tops the charts again, pulling $1.2M in smart money inflows. Like it or not, Fartcoin remains a macro indicator for the entire agent market.

📉 Cookie.fun:

  • Agents tracked: 1,545 (+26)

  • Market Cap: $4.8B (–$1.3B)

This is an increase of 26 agents (+2%) and a decrease in overall market cap of $1.3bn:

Biggest movers:

🌍 Broader AI News

  • 💻 Amazon Nova Act: AI-powered browser automation

  • 🛠 Shopify: Mandatory AI tooling incoming

  • 🎥 Runway: Drops Gen-4 for AI video

  • 🧪 Claude: Now in college campuses

  • 💡 Google DeepMind: AGI safety roadmap

💡 Final Thoughts:

Markets may be bleeding, but agents are building. While some tokens are down bad, infra is maturing, LLMs are leveling up, and real-world integrations are starting to click.

The agentic revolution won’t be televised—it’ll be quietly embedded into everything you do.

From Nova Act to Hustle 2.0, from flirt-bots to four-legged bots—this is where AI stops being hype and starts running your life.

Stay sharp. Stay skeptical. Stay unhosted.

RSI Heatmap Analysis 🧩

Overview of the Market Conditions

The RSI heatmap for the crypto market reveals diverse conditions, with assets distributed across overbought, strong, neutral, and oversold zones. Below is a breakdown of each category, with actionable trading strategies tailored to RSI behavior.

📉 Market Mood: RSI 47.95 – Holding the Line
The market’s giving "meh" energy. We’re stuck in the neutral zone—just enough optimism to keep hope alive, just enough apathy to keep things from running. Translation? The next candle could go anywhere. Buckle up or sit out.

🚨 Overbought Zone (70+ RSI) – Where Retail Buys the Bags
🔴 TRX, ALCH
Nothing screams "exit liquidity" like TRX in overbought. ALCH joins the party too. These are the tokens where you should already be thinking about an exit—unless you like chasing green candles straight into a pullback.

🔥 Strong RSI (60–70 RSI) – Probably Someone’s Exit Pump
🔶 ACT, ORCA, SEI, RENDER, MKR
These tokens are flexing just below the danger zone. Could be strength—or just inertia before a dump. If you're gonna trade these, trade them like you’re already halfway out the door.

🟠 Neutral RSI (40–60 RSI) – Purgatory, with Volume
🔹1000BONK,UNI,FIL,CRV,DOT,TRUMP,NEAR,OP,KAS,GALA

This is the zone of quiet accumulation, slow bleed, or total boredom. Great for patient entries... if you're into crab walks and grinding sideways.

🫠 Weak / Oversold (<40 RSI) – Bargains or Bad Ideas?
🧊MOVE,IP,ATOM

These tokens are chilling in RSI’s basement. Some may bounce. Most will be ignored until someone tweets a chart with “inverse head and shoulders.” High risk, high pain, maybe some glory.

🔮 Final Takeaways

  • Overbought? Time to trim or trail your stops.

  • Strong? Could pump more—but usually doesn’t end well.

  • Neutral? Boring. Watch for news, spikes, or whales nibbling.

  • Oversold? Degen bait. Just don’t go all in on vibes alone.

💡 RSI is a thermometer, not a crystal ball. Use it with volume, structure, and common sense. Narratives print charts. Be early—or be exit liquidity.

🚀 Recent Fundraising Highlights

This week brought significant fundraising updates across the blockchain and AI space. Here are the key projects and their achievements:

LiveArt

Round: Unknown
Date: April 2025
Amount Raised: TBD
Focus: AI, Art, Marketplace, NFT, Real-World Assets

Why It Matters
They’re blending AI and NFTs with real-world art assets—a cocktail that could either be visionary or just another DAO gallery LARP. If they crack the RWA integration, they might just be early to the next major meta. If not, it’s another pretty JPEG with an AI tagline.

Round: Series A
Date: April 2025
Amount Raised: $12M
Focus: BNB Chain, Social Network

Why It Matters
BugsCoin is giving strong 2017 meme energy with actual capital behind it. $12M to build a social network on BNB? Either they’re going for the next FriendTech or just building a glorified group chat. In any case, they’ve got backing and buzz—sometimes, that’s enough.

Round: Unknown
Date: April 2025
Amount Raised: $6M
Focus: Ethereum Ecosystem, Infrastructure, L2, Zero-Knowledge

Why It Matters
OpenZK is clearly playing in the right arena—ZK, infra, L2s—aka the nerdy power tools of the next bull. $6M isn’t a flex, but if they ship something devs actually use, they won’t need to shout. This one’s a quiet contender.

Round: Unknown
Date: April 2025
Amount Raised: $20M
Focus: Finance/Banking, Lending/Borrowing

Why It Matters
$20M for yet another lending protocol? Bold. But if they’re bringing TradFi precision to DeFi chaos, maybe they’ve got something. Lending’s a saturated bloodbath—but also evergreen if done right. Let’s hope this isn’t just another anchor for your liquidity.

Round: Series A
Date: April 2025
Amount Raised: $40M
Focus: AI, Insurance

Why It Matters
AI + insurance = the least sexy but probably most lucrative combo on the list. $40M suggests serious backers see this as a bet on underwriting automation—or your claims being denied faster by bots. Either way, the money’s real even if the excitement isn’t.

🔗 Final Thoughts

LiveArt / BugsCoin / OpenZK / APX Lending / Meanwhile… another lineup of crypto contenders entering the startup thunderdome with fresh decks, shiny buzzwords, and just enough runway to make you squint.

There’s AI-powered art galleries, yet another social layer on BNB, ZK infra plays, TradFi-flavored lending, and an insurance protocol that might one day deny your claim using GPT-5. It’s all ambitious—on paper.

But here’s the alpha:

Most of this won’t ship past a v1.
Some might rally. A few could 100x.
But more often than not? They raise, fade, and pivot into irrelevance.

💸 $40M Series A ≠ product-market fit
📈 ZK tags ≠ traction
🖼️ Art protocol ≠ art market disruption

As always: don’t confuse narratives with outcomes. Degen wisely, stay sharp, and remember—just because it raised, doesn’t mean it’ll return.

🎁 Latest Airdrops

Here’s your weekly dose of fresh airdrop opportunities. Participate and earn tokens or rewards by completing simple tasks. Don't miss out!

Status: 🔥
Action: Interact with testnet

Why It Matters:
Classic testnet play. Free tokens in exchange for pretending you care about their infrastructure. Might be early if they actually build something... or it’s just more Discord grinding for breadcrumbs.

Status: 🔥
Action: Mine BIG & refer friends

Why It Matters:
Pixelated nostalgia meets pyramid vibes. "Mine BIG" sounds ambitious—until you realize you’re probably mining your own patience. Might moon if the meme hits... or end up in your digital landfill.

Status: Confirmed
Action: Supply liquidity

Why It Matters:
Confirmed is always a good sign. But supplying liquidity in 2025? That’s either conviction or copium. If the rewards are real, it could print. Just don’t get caught holding the bag when the yields dry up.

Status: 🔥
Action: Unknown

Why It Matters:
Mysterious name, no info, hot badge. This is either the next sleeper hit or a very stylish nothing burger. Could be alpha… or just aesthetic.

Status: 🔥
Action: Refer users and earn points

Why It Matters:
Referral loop + point farming = maybe a future drop, maybe a future headache. Engage if you’ve got the network or the time to farm for potential crumbs.

💡 Final Thoughts:

  • Huddle01 → Testnet grind with a 🔥 tag. Could be early alpha—or just another “future airdrop” you’ll forget until it rugs or moons. Either way, low effort, low risk.

  • Bigcoin → Nostalgia pixel-core meets refer-to-earn. If “mining BIG” sounds like your thing, this one’s a gamble wrapped in meme bait. Might go viral, might vanish.

  • Ronin → Confirmed. That’s your signal. Liquidity plays aren’t sexy, but they tend to reward the brave—until the impermanent loss kicks in.

  • Xian → No value listed, no task clarity, but rocking the 🔥 badge like it means something. This is either the sleeper of the year or a vaporware masterpiece.

  • KYROS → Referral and points system—classic pre-drop vibes. Could be prepping a big splash or just farming your engagement until the dopamine runs dry.

    👀 TLDR: Ronin’s got the only confirmed tag, Bigcoin’s farming nostalgia, and the rest? Jury’s out. Degen wisely. Just because it glows doesn’t mean it’s gold.

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