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- Unhosted Weekly: Crypto Market Overview #35
Unhosted Weekly: Crypto Market Overview #35
Mindshare to Marketshare 🧠
🫣 Retail interest in Bitcoin at $107,000 is roughly equal to the interest in Bitcoin at $17,000 (based on Google search volume)
💸 Strategy has increased its Bitcoin onboard supply to 582,000 with a new purchase of 1,045 BTC for $110.2 million at $105,426 per coin
🤑 The Blockchain Group to Raise Additional €300 Million to Buy Bitcoin Together with Strategic Investor TOBAM
⬇️ Market goes into HODL mode: Average spot trading volume on CEX falls to October 2020 level
Coins are almost never traded on the spot do not move on-chain.
🪙 Paolo Ardoino showed price tags in Bolivian supermarkets: the price is indicated in USDT
Solana Blockchain Has Handled $890 Billion in DEX Volume in First Five Months of 2025
To put it into perspective : This is 90.7% of the total DEX trading volume for all of 2024 ($981 billion)
Weekly Market Pulse – Bitcoin, Macro-Drama & the Next Big Catalysts
Insights distilled straight from this week’s livestream
1. Price Action at a Glance
Spot range: BTC chopped between $105 k–$106 k all week.
Technical posture: price is still holding the same weekly level that once acted as iron-clad resistance; bulls successfully flipped it into support and defended it on last week’s close.
Game plan: so long as that weekly shelf remains intact, the broader up-trend thesis is “business as usual.” A dip into the mid-90 k zone is possible, but structurally nothing breaks until bears claw back that weekly level.
𝗧𝗲𝗰𝗵𝗻𝗶𝗰𝗮𝗹 𝗖𝗵𝗲𝗰𝗸-𝗹𝗶𝘀𝘁
Trigger | Probability | Why it matters | Trade idea |
|---|---|---|---|
Weekly close < $94 k | 25 % | Breaks 50-W MA / Money-Line flips red | Hedge via short-dated puts; lighten alts |
Move back into 5-figure territory ($<100 k) | 40 % | Psychological support + March range low | Grid-bot buys, layer spot bids 100-94 k |
Weekly higher-high > $111 k | 45 % | Bullish continuation toward 0.618 ext. ≈ $135 k | Re-lever longs; target 132-140 k |
2. Macro Backdrop – High-Drama, Low-Cuts
Elon vs. Treasury
Elon allegedly rugby-tackled Treasury Secretary Scott Bessant after being told his promised “$1 tn in spending cuts” had shrunk to “maybe $100 bn.”
End result? Elon resigned from his special government role and the episode became one more signal that no political hero is riding in to rescue the U.S. dollar.
Trump’s “Pre-Announced” Fed Chair Gambit
Powell’s term runs until May 2026 and he won’t cut aggressively.
Trump’s workaround: name his next Fed chair now and let that person float future rate-cut guidance, front-running Powell and goosing markets before 2026 even arrives.
3. Capitol Hill: a U.S. Bitcoin Reserve?
Rep. Tim Burchett dropped a bill to create an official Strategic Bitcoin Reserve.
Why it matters: once the U.S. Treasury stockpiles BTC, every geopolitical rival must follow. Think of it as the digital-gold equivalent of the ’40s gold standard race.
4. Corporate Accumulation Goes Parabolic
Company | 2025-2027 Target | Latest Buy |
|---|---|---|
Metaplanet (“MicroStrategy of Japan”) | 210 000 BTC by 2027 (cumulative) | 1 040 BTC last week – running total ≈ 30 k |
Blockchain Group | $300 m* in BTC (announced today) | first tranche pending |
Rule of thumb: every new corporate buyer pushes price up, which in turn fattens earlier buyers’ treasuries – a reflexive, win-win loop.
5. ETFs: from Bitcoin → ETH → Solana → Memes
Spot BTC ETFs are live, ETH ETFs are queued, and “active memecoin ETFs” are already being pitched for 2026.
Expect the first meme-only fund to run an actively-managed basket (because most memes do trend to zero; you must rotate to stay alive).
6. Altcoin Season? Not Yet.
Bitcoin dominance has marched higher since 2021; the classic alt-season plunge is MIA.
Host’s take: a true season begins only after meaningful Fed rate cuts flip the macro heat-map from “tight red/orange” to “easy bright-green.” Until then, BTC outperformance remains the base case.
7. Other Headlines From the Show
Airbnb is rumored (unconfirmed) to be exploring a BTC treasury position.
Tether: no IPO plans; insiders say a $15 bn valuation is “bearish” – they’d aim higher.
Sui ecosystem: after the SuiDOS exploit, Bluefin has seized DEX market-share; SuiDOS is relaunching but must claw users back.
Apple AI paper: Apple Research claims large language models only create an “illusion of reasoning.” The host’s verdict: stop writing papers and fix Siri.
8. Closing Take
Structural bull case intact: weekly support defended, no macro pivot yet, and corporate demand snowballing.
Catalyst watchlist: Trump’s Fed-chair reveal, Burchett’s reserve bill, any confirmation of Airbnb or other Fortune-500 balance-sheet buys.
Mindset: dips are grid-bot fuel; until the weekly level caves, consolidation ≠ capitulation.
Stay nimble, stay bullish – and don’t forget the crypto classics playlist for morale!
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