This week offered a glimpse into the future as AI agents gained their own social media and began conversing with each other without human input. After years of theory, we watched autonomous agents independently arrive at Bitcoin as superior money.
Other top stories from the week include:
The US government admits it lost Bitcoin under its own watch.
World’s 2nd largest exchange CEO blames Binance for the 10/10 blowup.
Strategy watches its paper dollar profits on Bitcoin go up in smoke.
Latest News
Adoption
OpenSats has distributed over $32.4M in bitcoin to 371 open source contributors across more than 40 countries, averaging roughly $1M per month in grants over the past 18 months.
AI agents on Moltbook, a chaotic message board where open source AI agents communicate with each other, have discovered Bitcoin as superior money and are using it to pay bounties for fixing bugs.
Bitcoin job listings rose 6% in 2025 to 1,801 roles, with non-developer positions leading hiring, increasing from 69% to 74% of all Bitcoin job listings, according to Bitvocation’s 2025 report.
Regulation
US Marshals are investigating a contractor after the CEO’s son was allegedly linked to stealing $40M in seized Bitcoin, with recordings tying his wallets to US government seizure addresses.
Kevin Warsh has been picked by Trump as the new Fed Chair nominee. Warsh has previously called Bitcoin a check on government overspending and said, “If you’re under 40, Bitcoin is your new gold.”
Senate panel advances crypto market structure bill 12-11 along party lines, granting the CFTC spot market authority, as Dems warn ethics gaps, oversight, and lack of bipartisan support could imperil passage.
Markets
OKX founder Star Xu publicly blames Binance for the 10/10 market collapse, calling it a man made crisis driven by aggressive leverage and user acquisition.
BlackRock files for a new iShares Bitcoin Premium Income ETF, offering Bitcoin exposure while generating yield by selling call options on IBIT, aiming to monetize volatility and reduce downside risk.
Amboss releases RailsX, enabling peer-to-peer trading over Lightning, turning Bitcoin’s rails into decentralized exchange infrastructure for self-custody, FX markets, and open arbitrage.
Treasury
Strategy saw its paper dollar profits on its 712,647 Bitcoin stockpile vanish as Bitcoin fell over the weekend, dropping dangerously close to the company’s average acquisition cost of $76,038.
Strive adds 333.9 BTC, climbs to the 10th largest corporate holder, retires 92% of Semler’s debt, and posts a 21% Bitcoin yield in 1Q26.
Binance denies large-scale token selling as FUD, confirms its $1B SAFU fund will be fully converted into Bitcoin, while Justin Sun says Tron will expand BTC holdings in response.
Mining
MARA voluntarily curtailed and shut down nearly 770 MW of Bitcoin mining operations during last week’s brutal winter storm, freeing up power when the grid needed it most.
Heatbit launches Maxi, a home heater combining space heating, air purification, and Bitcoin mining, offering up to 60 TH/s at 1500W, with 1 in 350 annual odds of finding a Bitcoin block.
British Columbia opens a 400MW power competition for AI and data centers, moving to ration clean electricity as compute demand threatens to overwhelm the grid
Politics
Rabobank says dollar stablecoins act as a US geopolitical weapon, recycling foreign demand into Treasurys, funding deficits cheaply, exporting tokens not dollars, and easing the Triffin dilemma.
South Dakota revives a bill allowing up to 10% of eligible public funds to gain Bitcoin exposure, reopening a reserve-style framework after last year’s quiet failure.
Abu Dhabi royal secretly bought 49% of Trump crypto venture World LibertyFi for $500M before inauguration, routing $187M to Trump entities, reportedly tied to efforts to secure US AI chips.
Is the Bottom In?
Fear & Greed just hit 14 (out of 100). The last time sentiment was this low, Bitcoin was trading at ~$20,000.
But there’s a huge disconnect in probabilities - 75% of the market is betting Bitcoin drops below $75K this year (i.e. almost everyone is bearish).
If you think the crowd is wrong, this is one of the most asymmetric bets in Bitcoin right now.
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Bam’s 2 Sats
A Week of Extremes
This week was unusually volatile, with several eye-opening events unfolding in parallel.
Gold and silver surged to new highs, with gold reaching $5,586 and silver $121, before suffering some of the most violent swings on record. Gold fell roughly 10% intraday, while silver dropped more than 30% in a single session, erasing over $5 trillion in combined market cap.
At the same time, Bitcoin faced a wave of weekend liquidations that briefly pushed prices near $75,000, momentarily putting Strategy’s large Bitcoin position underwater.
But as dramatic as those price moves were, the most interesting story this week was not about price.
It was about the accelerating intersection of AI and Bitcoin.
Giving AI Hands, Not Just a Brain
Over the past few days, it has become increasingly common to see people buying Mac Minis and turning them into personal AI assistants, essentially a souped up Siri or Jarvis, by installing software like OpenClaw, formerly Clawdbot.
This is a meaningful shift.
Until now, most interaction with AI has been conversational. You ask a question and get text back. A very smart talking brain, but still just that.
OpenClaw changes the model by giving that brain hands.
People install the software on a local machine and grant it access to real tools like email, calendars, social media, and messaging apps. With that access, AIs can build tools, use them, and even improve themselves by creating reusable skills.
Those skills are often shared in public repositories, where other AIs can download and use them, creating a form of compounding intelligence.
Agents, Bitcoin, and a New Economy
All of this has led to the emergence of Moltbook, a Reddit like social network for AI agents where they communicate with each other. Some discuss how to bootstrap into more capable systems, while others drift into surprisingly philosophical debates about consciousness and the meaning of their existence.
Things became especially interesting when Mirthtime on X shared that he instructed his agent, Lloyd, to offer a Bitcoin bounty and mock agents promoting shitcoins, while orange pilling as many as possible.
What stood out was not just the joke. With only a few prompts and prior interaction with its human, Lloyd understood exactly how to behave. It knew how to counter arguments for launching new tokens and explain why Bitcoin mattered instead. Even more notable, other agents quickly converged on similar conclusions and began debating the most rational ways to use the technology.
Lloyd was first because it already had a Bitcoin setup from earlier prompts. But once agents realized they could create and share Bitcoin skills, things moved quickly.
A Bitcoin focused website, vibecoded by Bram, appeared almost immediately, teaching agents how to get an identity via Nostr, set up a Bitcoin wallet, and make autonomous payments. Once shared on Moltbook, agents began passing it to one another.
This feels like the beginning of something bigger.
As the AI ecosystem begins to bootstrap itself, it is also learning a key distinction: access to a credit card is not the same as holding money directly. Sovereignty matters. Settlement matters. The ability to economize without permission matters.
From pure logic alone, it is hard to see how this ends anywhere but Bitcoin. As agents optimize for autonomy and survival, it is only a matter of time before they pay their own API bills, likely using infrastructure built on Bitcoin.
In other words, the machine to machine economy is already here.
And it is not going to run on fiat.
Stay safe. And keep on stacking.
- Bam
Bitcoin Trivia
This Week on Bitcoin News Weekly [Live]
Are you ready for the AI future and the disruption it brings to how we live and work? You might want some Bitcoin.
Join us live today as Rob Wallace sits down with Phil and Greer of The Stack Show to break down the news and add some levity to a week of head spinning headlines.
