Unhosted Weekly: Crypto Market Overview #35 Mindshare to Marketshare 🧠 Will crypto market blow up?
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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. TreasuryElon 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 GambitPowell’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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