Unhosted Weekly: Crypto Market Overview #29

👀 Last week in Crypto

🔗 Our flagship strategy just dropped $1.42 B on 15,355 BTC at an average of $92,737 per coin.

🔍 Polymarket users are betting on a 90% chance that the interest rate will not be changed at the next FOMC meeting.

📈 Monero Price Soars 50% Amid Massive BTC to XMR Swap

According to blockchain detective ZachXBT, a suspicious transfer of 3,520 BTC (around $330.7 million) was made from a potential victim's account about 9 hours ago. After being transferred to a new address, these bitcoins were sent to 6 different exchanges, where the exchange for Monero (XMR) began.


🔒 Biggest Token Unlocks This Week

🐋 Tether Certifies XAU₮ Gold Stablecoin

Tether just dropped the audit report on XAU₮, its tokenized gold stablecoin. 7.7 tons of real gold sitting in vaults—backing 100% of XAU₮ supply.

📊 Uniswap 's total swap volume through Base's L2 network has surpassed $150 billion

Bitcoin Blasts Through $95 K, Sui Surges Past the Pack & Institutions Keep Stacking

Bitcoin just snapped back above $95 000, Sui has leap-frogged every chain in stable-coin flows, and global liquidity is quietly surging again. Meanwhile Solana continues to eat Ethereum’s lunch, but even that duel is being re-shuffled by an aggressive Sui breakout. Add in whispers of a Fed pivot and you have the recipe for an explosive Q2.

— What Matters This Week

1. Bitcoin’s Technical Triumph

2. The Bid Behind the Breakout

• MicroStrategy – Michael Saylor teased yet another Sunday buy; every Monday so far in 2025 he’s added to the stack.

• CZ – The Binance founder resurfaced on X: “Hope you bought the dip.”

• Balance-sheet shift – The Fed’s total assets have flattened after 18 months of runoff. Four weekly prints in a row without shrinkage hint a policy turn.

Liquidity charts (global M2) already point higher; BTC tends to follow with a 10-12-week lag. That math puts fresh highs on the table by early summer.

3. Sui’s Shock-and-Awe Performance

We told you to stake your SUI in the last newsletter 😉 

* Native USDC/USDT transfers, DeFiLlama data

• SUI/ SOL ratio punched to a new cycle high.

• Holders grew by +16 K addresses in the last seven days.

• Galaxy Digital, Circle and other heavyweights are rumoured to be seeding Sui-based infra.

4. Solana vs Ethereum: The Battle Continues

• SOL/ETH remains in a year-long up-channel — higher highs, higher lows.

• Vitalik’s weekend blog floated a radical EVM-to-RISC-V migration (100× theoretical throughput, but a 2029-plus timeline).

• ETH fee-capture still lags; Base and other L2s cannibalise users.

5. Institutions Quietly Rediscover “Digital Gold”

City Bank (USA) is reportedly weeks away from letting clients trade Bitcoin directly from checking accounts.
Former Bridgewater co-CEO David McCormick calls BTC “core treasury protection” — language unheard of from U.S. politicians just two years ago.

PS - Brazil's largest bank Itaú Unibanco will also buy $210,000,000 worth of BTC as a strategic reserve.

6. Alt-Season Watch

• Pudgy Penguins (PENGU): Rounded-bottom breakout; holders up 7 % MoM.

• FartCoin (FART): Still the retail-risk thermometer — six consecutive green weeks.

• Bitcoin dominance: 64 % and climbing; genuine alt-season typically begins after BTC breaks its all-time-high and cools (think: > $109 K).
  
  

  

7. Macro Lens

• Dollar Index (DXY): Lost 10-month support — a structural break.

• 10-Year UST: Hovering 4.3–4.5 %; a push to 5 % would force the Fed’s hand.

• Global trade war: U.S.–China tariff ping-pong remains the wildcard. Bitcoin is behaving exactly as designed: a neutral, self-custodied store-of-value when policy turns chaotic.

Strategy Snapshot

1. Core stack – Long-term BTC untouched; consider topping-up on any dips to 92–93 K.

2. Trading sleeve – Add on strength above 97 K; stop-loss just below 92 K breakout area.

3. Alts – Focus on high-velocity ecosystems (SUI, SOL, DePIN/AI plays). Keep size modest until BTC dominance rolls over.

4. Fiat hedge – Remember: Bitcoin has compounded ~60 % annually since inception; few businesses or real-estate portfolios can match that without geopolitical risk.

Final Word

For years critics called Bitcoin a “tech stock with extra beta.” Last week proved otherwise: equities bled, gold rocketed, and BTC followed bullion — not the Nasdaq. With liquidity gauges turning up and retail interest still muted, the market may be setting the stage for a textbook “quiet” melt-up to six-figure prices.

Stack sats, stay nimble, and keep your eyes on that Fed balance-sheet.

📍Unhosted AI Weekly: 32% Mindshare & BTC’s $95K Trigger for AI’s Next Moon Run

Your cheat sheet for AI’s next market wave—mindshare holding at 32% as Bitcoin rockets past $95K, memecoin-powered AI-agent inflows, top funding rounds, and the biggest AI + crypto developments you need to know this week.

🧠 Market Mood & Introduction

AI mindshare held at 32% this week (–1% WoW) per Kaito. Meanwhile, Bitcoin just blasted past $95K—a classic green-light for AI’s next moon run once BTC decides to break new highs.

💸 Funding keeps pouring in:

• OpenAI is eyeing a $3B buyout of Windsurf—its biggest deal yet.

• European health-tech & AI firms raised $13.9B in Q1 2025 (Crunchbase).

• UK AI startups pulled $1.03B in Q1 2025—the strongest opening quarter in three years (Beauhurst).

• Plus dozens of smaller rounds just this week (Various sources, AI-visualized).

🧭 Weekly AI Agent Analysis

Smart money flows tracked via Nansen.ai’s terminal:

• Fartcoin (🤡) continues its memecoin mania, hauling >$10MM in net inflows (↑30% WoW) to reclaim a $1B market cap.

• Sky-Net’s favorite memecoin commentator, @AIXBT_AGENT, notes the distribution game is “strong as a fiddle.”

• Kronicle’s @kronbtc boasts $20MM in realized gains from Fartcoin alone. Hot air rises, indeed.

  

• Cookie reports 1,560 AI Agents on-chain totalling $6.56B market cap—up 3% in count and 8% in MC this week.
  

  

🚀 Top Movers: Fartcoin, Clanker (Base TGE hype), plus early whispers of a Base ecosystem airdrop.

🌍 Broader AI News Corner

DeMCP_AI dropped — and hit eight-figure volume in its first hour. It’s a live Web3 MCP marketplace hawking discounted access to GPT-4 and Claude, secured by Trusted Execution Environments and on-chain guardrails via Phala Network.

Virtuals has launched a network of Agents through its Westworld gaming environment (GAME).

Nothing token ripped 2.5× after Nous Research locked in $50M from Paradigm at a $1B valuation. Why the surge? Because the @god and @s8n accounts are actually live demos of Nous’s core engine. Watch how they evolve as Paradigm’s capital gets deployed.

• China commits $8.2B to embodied AI & compute infrastructure

• Microsoft plows $6B into HealixAI for 92% outbreak prediction accuracy

• IBM × MIT achieve 15× AI training boost with quantum systems

• DeepMind’s AlphaCode 2.5 beats 95% of human devs; now live in Copilot

• Optimum raises $11M for decentralized AI memory layers

• Meta teases LLaMA 4: 50% more efficient in natural language tasks

• Adobe Firefly 3 generates 4K AI art in under 10 s

💡Final Thoughts

• Mindshare’s a plateau, not a peak. AI’s locked in at 32%—solid, but not enough to carry every flopsy-meme and chatbot hype train.

• BTC’s boost is a double-edged sword. $95K flipped the switch on AI froth; don’t confuse tailwinds for a guarantee.

• Memecoin inflows ≠ sustainable value. Fartcoin’s billion-dollar cap is fun until the wind stops blowing.

• VC cheques don’t build products. OpenAI’s $3B Windsurf deal and Europe’s $13.9B haul look sexy on slides—but execution risk is real.

• Tech giants are all-in, so tread wisely. From SSI’s $32B war chest to Microsoft’s $6B HealixAI bet, the big dogs are sniffing around.

• Agents are still early-stage gold seekers. 1,560 on-chain bots and counting—just remember, not every shiny TGE drops a lambo token.

TL;DR: Bullish signals abound, but plan your exit before FOMO steals your PnL. Farm the alpha, size your bets, and always… Degen responsibly. ☘️

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 57.47 – Consolidation Station
We’re hanging in neutral‐ville—enough buyer interest to keep prices afloat, but no fireworks yet. Good time to pick off weak hands… or just watch the show.

🚨 Overbought Zone (RSI 70+) – Where Exit Liquidity Grows on Trees

🔴 CHILLGUY · CETUS · SHELL · YFI · 1INCH · KDA

Top‐heavy territory. If you’re bag-holding these, set up trailing stops. If you’re chasing, remember: these green candles double as sell signals.

🔥 Strong RSI (RSI 60–70) – The Pump-and-Dump Pre-Party

SOLV · MOODENG · IO · BIO · HIPPO · SAGA · 1000FLOKI · AERO · FLM · PLUME · HEI · KOMA · FLOW · BSW · MYRO · ALT · AEVO · RED · SCR · MOCA · KSM · PIPPIN · DYM · ZIL · SUPER

Momentum traders are feasting, but the gravy train runs out of sauce fast. Perfect for scalps; terrible for “set-and-forget” bags.

🟠 Neutral RSI (RSI 40–60) – The Crab-Walk Buffet

XTZ · DOGS · BLUR · SNX · ARK · ENJ · STO · ACH · GMX · STORJ · FHE · CKB · DF · AGLD · GLM · MAVIA · QTUM · COTI · SSV · LISTA · GAS · MEME

Sideways grind central. Ideal for stealth accumulation or watch-and-wait. News catalysts flip this from snooze-fest to fire drill in a heartbeat.

🫠 Weak / Oversold (RSI < 40) – The Bargain Basement

DEXE

The lone ranger in RSI’s basement. Could bounce back in style or stay flat-lined. Size kills: nibble, don’t chomp.

🔮 Final Takeaways

• Overbought? Trim, trail, or thank the liquidity gods and bail.

• Strong? Ride the wave—just keep a parachute handy.

• Neutral? Boring ’til it isn’t; prime sniper zone for patient bids.

• Oversold? Test-bite territory, not a full-meal deal.

💡 RSI is a speedometer, not prophecy. Pair with volume, on-chain flows, and narrative heat. Ape hard, exit harder.

🚀 Recent Fundraising Highlights

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

Nous Research

Theo

Inco

Catalysis

MagicBlock

🔗 Final Thoughts

Nous Research / Theo / Inco / Catalysis / MagicBlock — another wave of crypto’s Swiss Army knives: AI oracles on Solana, cross-chain trading hubs, hush-hush privacy chains, staking autopilots, and on-chain gaming stacks. Slick on slides; unproven in the wild.

The Gist:

• Most will stall at v1—roadmaps are easier than reality.

• A select few could 10–50× if they ship working products and luck into a bull.

• The rest will quietly pivot to “Web3 services” or vanish into the code archives.

🚨 Funding rounds ≠ users
🌉 Bridge fantasies ≠ bulletproof security
🎮 Gaming SDKs ≠ killer dApps

Remember: chase the token incentives, but cap your tickets. VC hype doesn’t pay your rent—your due diligence does. Degen wisely. 🚀

🎁 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!

MONSTERS.FUN

SOLIX

SOUL LABS

INFRARED

LIQUID OXYGEN

💡 Final Thoughts:

• Monsters.fun → Free waitlist froth. Sign up, stare at an empty inbox, and dream of pixel critters. Could spawn tradable rares—could just spawn more marketing emails.

• Solix → Browser-extension buzz. Installs in seconds, asks for perms in hours. If it truly aggregates DeFi, you’re golden—if not, you’ll just collect browser notifications like Pokémon cards.

• Soul Labs → Testnet slog with potential. Spam dummy TXs now for genuine airdrop later… or wind up with a clogged testnet wallet and zero mainnet tokens.

• Infrared → Point-grind treadmill. Watch vids, share links, earn points in a gamified Metaverse of meh. Points might convert to tokens—or evaporate like morning dew.

• Liquid Oxygen → Task-and-ticket bonanza. Complete chores, snag tickets, and pray for LOX. If Solana keeps surging, you win; if it stalls, you’ll just have a collection of “I did the tasks” receipts.
  

  👀 TL;DR: Monsters & Solix are low-effort sign-ups, Soul Labs is the testnet hustle, Infrared is the points hamster wheel, and Liquid Oxygen is a Solana ticket raffle. Do your chores, chase the airdrops—just don’t mortgage your reputation on the next “free” token.

🦾 Unhosted AI Trading Alpha

Lets see which tokens are seeing the most buying pressure today across Binance, Base, Avalanche, Arbitrum and Ethereum:

That's our roundup of tokens worth keeping your eyes on this week. Stay tuned for more next Monday. 🚀

If you want more AI Alpha, make sure to check out - unhosted.ai