The Iran-Israel conflict has escalated into a full-blown global energy security crisis — markets are only beginning to feel the real shock. Graham Stone and David Sencil break down the Strait of Hormuz standoff, what a potential 8% global oil shortfall means for your portfolio, and why Bitcoin held while equities, bonds, and real estate collapsed.

The Weekly is Bitcoin.com News' flagship weekly podcast hosted by Graham Stone and David Sencil — sharp market analysis and institutional insight every Monday.

Bitcoin.com News — https://news.bitcoin.com

00:00 - Introduction and Economic Impact

00:52 - Episode Overview

01:34 - Conflict Developments

03:27 - Global Market Reactions

06:37 - Iran's Strategic Moves

08:05 - US Economic Indicators

10:02 - Military Escalation

11:55 - Energy Security Crisis

14:42 - Internet Blackout in Iran

17:26 - Oil Supply Concerns

19:03 - Market Reactions and Predictions

22:02 - Bitcoin and Crypto Discussion

24:41 - Risk Management Advice

25:08 - Bitcoin Milestone

30:09 - Quantum Computing Threat

33:39 - Boris Johnson's Bitcoin Critique

35:43 - Stablecoin Developments

41:15 - MetaPlanet's Strategic Investment

43:34 - Conclusion and Wrap-Up

💡 Oil surged past $117 a barrel as the Middle East conflict rattled global markets — and this time, crypto traders on Hyperliquid reacted before Wall Street even opened. Bloomberg cited a decentralized exchange in its official market analysis for what may be the first time ever.

In this episode, David Sencil and Graham Stone break down the cascading macro effects: spiking oil, delayed rate cuts, a rallying dollar, and what it all means for Bitcoin.

In this episode:• Oil at $117 — why crypto traders reacted first on Hyperliquid• Bloomberg citing a decentralized exchange for macro analysis• WTI vs. Brent spread flip — Strait of Hormuz disruptions• Arthur Hayes bull case vs. the bearish macro reality• Dollar rallying, rate cuts delayed to September• Gold vs. Bitcoin: Dubai expats can't sell their gold• AI-generated war footage and X's 90-day suspension policy (Nikita Bier)• Crypto's AI agent integration rush — blockchain-washing 2.0?• MasterCard & Google's "verifiable intent" framework

#Bitcoin #Oil #Inflation #Hyperliquid #AIAgents #MasterCard #Crypto #TheWeekly #BitcoinNews #ArthurHayes #NikitaBier

00:00 Market Sentiment and Geopolitical Tensions02:51 The Impact of Oil Prices on Bitcoin06:05 The Role of Digital Assets in Market Volatility08:54 Geopolitical Conflicts and Economic Implications11:55 Misinformation in Times of Crisis17:55 AI Integration in the Crypto Space22:50 The Future of AI Agents in Trading29:58 MasterCard's Move Towards AI and Payments

Operation Epic Fury. A coordinated US-Israel strike on Iran's leadership. Ballistic missiles across the Gulf. And Bitcoin barely moved. David Sencil and Graham Stone break down why BTC's muted reaction could signal its first true decoupling from risk assets, how TradFi traders are using Hyperliquid to price gold and oil ahead of Monday's open, what a Strait of Hormuz shutdown means for inflation and the Fed, and whether Arthur Hayes's wartime money-printing thesis ultimately makes Bitcoin the trade of the conflict. Plus: Iran mines up to 5% of global Bitcoin hash rate — what happens if that supply disappears? From The Weekly by Bitcoin.com News.00:00 - Introduction to Bitcoin's Market Behavior00:30 - Episode Introduction 01:10 - Middle East Conflict Overview 02:59 - Bitcoin's Market Reaction 04:11 - 24/7 Crypto Markets Impact 05:59 - Hyper Liquid and Price Discovery 07:17 - Strait of Hormuz and Oil Prices 09:25 - Bitcoin as a Market Indicator 11:18 - Market Predictions for Monday 13:03 - Historical Market Reactions 14:30 - Inflation and Oil Prices 15:58 - Iran's Bitcoin Connection 17:35 - Crypto Market Stability 19:13 - Conclusion and Monitoring

Bitcoin dropped hard — $230 million in leverage longs were liquidated in just one hour.

In this episode of The Weekly, David and Graham break down:

• The latest Bitcoin price action and why the correlation to SaaS stocks matters
• Tariff uncertainty, inflation prints, and macro pressure
• The Clarity Act drama between Coinbase, banks, and the White House
• Bitcoin miners pivoting to AI
• Why AI agents might become crypto’s biggest users

Is the next wave of crypto adoption coming from machines, not humans?

00:00 - Introduction and Crypto's Design Flaws

00:30 - Bitcoin's Price Drop and Market Analysis

02:23 - Reasons for Bitcoin's Downtrend

06:11 - Nakamoto Inc.'s Restructuring

12:44 - Bitdeer's Bitcoin Sale and AI Pivot

16:21 - LORRE Limited's Bitcoin Acquisition

19:21 - Clarity Act and US Legislation Update

30:07 - AIX Crypto Developments

34:14 - Future of Crypto with AI

Prediction markets exploded during the Super Bowl — with billions in volume across Kalshi and Polymarket.Are they overtaking traditional sportsbooks?In this episode of The Weekly, Graham Stone and David Sencil break down:- The $6B Super Bowl prediction market surge• AI agents using Bitcoin over Lightning• Brazil’s $68B Bitcoin reserve proposal• Binance’s $1B BTC buy• Crime, regulation, and more00:00 - Cal-She's Super Bowl Trading Record00:22 - Welcome Back to The Weekly01:01 - Bitcoin's Elusive Price Point01:18 - News of the Week02:16 - Deutsche Bank's Bitcoin Stance04:07 - Bitcoin Adoption in Brazil06:18 - Brazil's Stablecoin Tax Proposal08:11 - US Dollar Dominance and Stablecoins09:55 - Binance's Bitcoin Purchase12:53 - AI and Bitcoin16:33 - Bitcoin Crime Stories23:36 - Prediction Markets and the Super Bowl29:19 - Coinbase vs. Nevada33:36 - Vitalik Buterin on Prediction Markets39:32 - The Fascination with Prediction Markets

Bitcoin fell from $70K to $62K in one of its sharpest drops ever — but the reasons go far beyond price action.

In this episode of The Weekly, David Sencil and Graham Stone break down:

• Why Bitcoin crashed despite strong ETF inflows
• The role of macro instability and Fed expectations
• Whether Bitcoin’s financialization is creating hidden risk
• Institutional cost bases, sentiment shifts, and cycle psychology
• Ethereum’s roadmap reset and Vitalik’s latest admissions
• Polymarket token rumors and its bizarre “free groceries” marketing stunt

A deep dive into what actually happened — and what matters next.

00:00 Bitcoin's Recent Crash: Causes and Theories11:00 MicroStrategy's Bitcoin Holdings and Market Sentiment17:05 Nouriel Roubini's Critique of Bitcoin22:09 Ethereum's Roadmap and Vitalik's Insights29:08 Polymarket's Marketing Stunt and Future Token Speculation

This week on The Weekly, we break down one of the most shocking market events in decades.

Gold and silver lost $7 trillion in a single day, moving with volatility usually reserved for crypto. Bitcoin followed with a sharp liquidation-driven selloff, miners were forced to sell, and stablecoin liquidity continued to exit the market.

We cover:

• Why gold suddenly started trading like a risk asset
• Whether this was a healthy correction or something more structural
• What Bitcoin’s drawdown tells us about liquidity and market stress
• Stablecoin flows, miner selling, and institutional behavior
• Why Monday’s market open could define the next leg

As always, we separate narrative from liquidity — and ask what really matters next.

Hosted by @_dsencil and @graminitha1.

00:00 Market Turmoil: Gold and Silver Crash03:01 The Volatility of Precious Metals05:51 Market Manipulation and Conspiracy Theories08:49 Institutional Influence on Market Movements11:59 The Role of Retail Investors14:52 The Future of Precious Metals18:09 Bitcoin's Decline and Market Reactions21:01 Geopolitical Tensions and Bitcoin's Performance23:52 Stablecoin Dynamics and Market Liquidity26:49 Federal Reserve's Impact on Markets

Bitcoin slid below $70K as global macro pressures intensified. In this episode of The Weekly, we break down Japan’s bond and yen shock, Trump’s threat of 100% tariffs on Canada, rising quantum FUD around Bitcoin, Ethereum’s response, and why prediction markets still lean bullish despite the chaos.
Featuring:
• Japan bond market turmoil and USD/JPY intervention fears
• Trump, tariffs, and geopolitical market risk
• Bitcoin vs gold as a hedge
• Ethereum’s quantum security pivot
• Prediction markets on BTC’s next move
• Bitcoin miners stabilizing the U.S. power grid
Hosted by @_dsencil and @graminitha1
00:00 Geopolitical Tensions and Market Reactions
03:00 Bitcoin’s Current Struggles and Market Dynamics
05:47 The Impact of Japanese Financial Moves
08:52 Market Predictions and Bitcoin’s Future
11:53 Tariffs and Their Implications for Crypto
14:55 Ethereum’s Response to Quantum Threats
17:49 Bitcoin’s Role in Energy Management
31:04 Conclusion and Future Discussions

This week on The Weekly, Graham Stone and David Sencil break down one of the most chaotic macro + crypto news cycles in recent memory.
In a single week, Trump clashes with the Fed, Exxon, JPMorgan, state governments, and foreign nations — all while markets react in real time. We also unpack why the long-awaited Clarity Act is suddenly losing momentum, what’s really behind Monero’s all-time high, and why reported crypto fraud now dwarfs hacks.
Topics covered:
Trump vs the Fed, Exxon, JPMorgan, and foreign governments
Why tariffs and politics are reintroducing macro risk
The Clarity Act: ethics, stablecoin yield, and why it may not pass
The real reason Monero pumped to ATH
Steak ’n Shake’s Bitcoin “treasury” narrative
Why crypto fraud hit ~$16B in 2025
No hype — just context.
🎙️ Hosted by Graham Stone & David Sencil
📅 Weekly macro + crypto breakdown