Bitcoin breaks $105K with no retail hype. Altseason, macro signals, and AI agents take the spotlight. Unhosted weekly #31
Unhosted
Newsletter
Entering the Hockey stick zone 🏒
👀 Last week in Crypto
💸 Bitcoin above $105,000 on news of US-China tariff war being suspended.
🧸 If Bitcoin updates ATH in the near future, the total amount of liquidations will exceed $2 billion
📰 Despite Bitcoin being only 5% away from an all time high, Google interest is incredibly low.
The average person hasnt been paying attention…
🌐 Will Meta add crypto support in the near future?
↗️ Metaplanet 's Bitcoin purchase today has put it ahead of El Salvador in terms of Bitcoin portfolio size (6,796 BTC for Gerovich vs. 6,174 for Bukele)
📈 Bitcoin Dominance Draws a Clear Downward Reversal: Three Platforms, Relative to Which the Uptrend Was Built, Have Been Broken
Haven't lost faith in the altseason yet?
Given the high prices of BTC, such dynamics are only possible as a result of an increase in the share of altcoins
Bitcoin Rips Through $105 K — Is the “Banana‑Zone” Finally Here?
Last week’s burst above $100 000 was no one‑off. Bitcoin opened the new week with a fresh leg higher, printing $105 K and leaving short‑term resistance in the dust. Beneath the price fireworks ✔️ momentum and macro liquidity are lining up almost too perfectly.
Below is a polished recap of everything you need to know — from the weekly MACD signal to the coming alt‑season, political tail‑winds and the stealthiest “all‑time‑high” you’re probably not watching.
1. Weekly Chart: Green‑on‑Green
Six straight green candles — the longest weekly winning streak since 2020.MACD turning positive on the weekly. Historically, that’s ignited 50‑180 % follow‑through rallies (28 K ➜ 73 K, 44 K ➜ 110 K).If the candle closes above $104 K, every moving average from the 20‑DMA to the 200‑WMA will slope upward.
Translation: Momentum hasn’t even peaked; we’re only now entering acceleration phase.
2. Liquidity All‑Clear
Colin Wu’s “M2 overlay” still shows a tight 86‑day lag between global money‑supply growth and Bitcoin’s moves. As long as M2 keeps expanding — and central banks appear ready to accommodate post‑tariff volatility — the crypto bid stays alive.
We’re ~26 days into the latest M2 spike → roughly 60 days of tail‑wind in the tank.Any extension of fiscal / monetary easing simply rolls the “banana‑zone” further forward.
3. Bitcoin Dominance: Cracks Appearing
The BTC‑dominance index finally wobbled at 65 % and is testing the 50‑week MA near 58 %. A decisive break below that level has historically kicked off manic alt‑runs.
Implications
If dominance…
…Then expect
Holds 58 %
Alts drift higher but BTC continues to set the tempo
Fails 58 %
2‑4 months of vintage “2017/2021‑style” alt‑season, with vertical repricings
4. Alt Performance Snapshot
Ticker
YTD
Next Milestone
SUI
+240 %
Breaks $5.30 → blue‑sky; $10 isn’t crazy in price discovery
SOL
+87 %
Close above $180 sets up retest of $250‑300 ATH band
ETH/BTC
Just bounced
First real chance in 2 years to reverse the down‑trend — watch the 0.06 level
Fast horses matter now: SOL and SUI have the “beta” to outrun Bitcoin if dominance keeps leaking.
5. Macro & Politics
US/China Trade Thaw: Overnight futures pop +2.5 % on whispers of a new Geneva framework. A calmer equities tape removes downside risk for crypto.State Reserves: Arizona’s “Strategic Bitcoin Reserve” bill is on the governor’s desk; North Carolina and Switzerland’s SNB are studying similar moves.Zuck’s Stablecoin 2.0: Meta reportedly reviving in‑app USD‑stablecoin rails. Big Tech + crypto rails = mainstream payment on‑ramp.Coinbase Treasury: Added another $150 M BTC without copying MicroStrategy’s leverage splash. Quiet conviction beats bravado.
6. Regulation — a Two‑Handed Sword
EU Wallet Registry: Draft rules want every self‑custody address KYC’d. (Yes, that means your seed phrase on file.)UK Cash Seizures: Viral clip of police confiscating £1 000 cash “for money‑laundering suspicion” drives home the self‑custody narrative.US On‑Chain Pivot: Goldman tokenises T‑Bills; Mastercard rolls out 24/7 USDC settlement. The split between EU clampdowns and US innovation keeps widening.
7. Hidden All‑Time‑Highs
While eyeballs lock on spot price, Bitcoin quietly printed new ATHs against S&P 500, Nasdaq 100 and Gold last week:
BTC / SPX: fresh high, proving it’s the apex risk asset.BTC / NDX: tech’s outperformance vaporised in two candles.BTC / XAU: textbook bounce off a long‑term up‑trend — goldbugs officially re‑kt.
8. What to Watch Next
Weekly close above $104‑105 K → confirms MACD cross.Dominance at 58 %. Lose it, and alt‑season goes parabolic.SUI $5.30 / SOL $180. Clean breaks unleash price discovery.Fed & ECB rhetoric. Any dovish hints pour gasoline on global M2.
Bottom Line
Bitcoin has ripped past $100 K as predicted in the last weeks newsletter and all this with zero retail euphoria and macro liquidity still trending higher. That’s classic “early hockey - stick” behaviour.
The homework is simple:
Sit tight — no boat‑rocking.Keep powder dry for a possible alt‑super‑cycle if dominance cracks.Stay sovereign: hardware wallets > handbags full of cash.
We’re approaching the phase where numbers stop looking sensible. Don’t be surprised if 110 K → 150 K happens faster than logic allows.
New week, new highs — let’s ride.
📍Unhosted AI Weekly: Agent Wars: From Visa Swipes to Tether’s Sci-Fi Dreams
Tether goes full Asimov, Visa and Mastercard greenlight AI payments, and Virtuals continue to farm capital while memes get Musk’d. Meanwhile, Cookie’s AI agents quietly move billions. The future isn’t coded in hype—it’s written by bots.
🧠 Mindshare Moves
AI still leads crypto narratives with 26% market share (Kaito) — down 3% on the week but 10% ahead of DeFi. Don’t let the lull fool you: the infrastructure wars are heating up.
🔥 Agent Highlights
1. Tether AI Tether unveiled "Personal Infinite Intelligence" — a decentralized, open-source AI runtime that doesn’t need API keys and avoids centralized chokepoints. CEO Paolo Ardoino wants it to be the "Asimov-grade" AI layer.
2. Visa Intelligent Commerce Visa launched Intelligent Commerce, opening its rails to AI agents. The goal: let your bots browse and buy on your behalf. Partners include OpenAI, Anthropic, IBM, and Stripe.
3. Mastercard Agent Pay Mastercard dropped Agent Pay, embedding payments into AI-driven chats and subscriptions. Yes, the AI agents can now check out with your approval.
4. OpenAI: The Public Pivot OpenAI walks back the corporate greed angle, reasserting its nonprofit control. Profit-driven vibes may be out; open tooling might be next.
📈 Price Pulse: Virtuals & Gork Lead the Pack
Virtuals saw strong smart money inflows as its Genesis Launchpad continued pumping (ex: @niyoko_agent hit 22x).Points farming is back in style. According to @defi0xjeff, ROI hinges on picking the right launch—some users pulled $0.30+ per point.Gork popped after Elon changed his profile pic to the token’s logo. Meme? Maybe. Capital? Definitely.OKZOO runs on AIOT, blending DePIN with AI and riding a Binance listing.
📊 Agent Metrics (via Cookie)
Total AI Agents: 1,628 (down 8 from last week)Market cap: $8.8B (down $0.1B)Leaders: Fartcoin for memes, Virtuals for utility
🔧 Dev Disruptors & Infra News
OpenServ plugged Blender into its MCP system. You can now build virtual worlds with no code.Vibe marketing hits crypto: a mix of AI tools and hustle decks for viral builders.HeyAnon landed on Binance Alpha and integrated Yearn.@AskBillyBets sports betting agent is on a win streak, defying traditional betting logic.TAO Subnets might hit 20% of all Bitcoin hashrate soon. Bittensor x BTC mining.Smolverse expands AI agents into gaming via playCambria & playGigaverse.Neuralink opens its Patient Registry for those unable to speak—a big leap for AI-driven brain-computer interfaces.
Humanoid robots are leveling up—AI agents are getting smarter, and it’s only a matter of time before the machines walk, talk, and think like us.
🌍 Broader AI News Corner
Worldcoin launches Orb devices in 6 U.S. cities.Olas expands its Pearl app store for autonomous Web3 agents.Kava AI launches autonomous agents for DeFi.Skyfire enables AI agents to spend USDC via micro-transactions.Gata_xyz raises $4M to build verifiable data infra.FutureHouse launches AI for scientific discovery (backed by Eric Schmidt).AskVeniceAI & Dolphin drop an uncensored Mistral 24B model.Squidllora debuts as a trading agent for $SOL/$USDC.Rayon Labs launches Squad Beta: no-code AI agent creation.
🧠 Final Thoughts
AI agents aren’t theoretical anymore—they’re trading, launching tokens, building 3D worlds, and quietly onboarding billions of dollars in network activity. Visa and Mastercard just opened the gates. Tether wants to channel Asimov. And Virtuals? Still eating everyone’s lunch.
📌 Key takeaways:
Tether AI wants to go full sci-fi—billions of agents, no API keys, no middlemen.Visa + Mastercard are racing to be the default rails for AI-to-AI payments.Virtuals and their Genesis points program continue printing—good projects = solid ROI, bad = rug-and-run.Gork got an Elon pump. Still unclear if it’s genius or just more meme cosplay.Cookie’s AI agent count dipped slightly, but value’s still hovering near $9B.AI infrastructure plays (OpenServ, HeyAnon) quietly ship while CT chases charts.
The agentic future isn’t coming—it’s deploying.
Be early. Be useful. And please—stop typing prompts into scams. ☘️
