
Sign up to save your podcasts
Or


Brought to you by orangerock.com. Trade Bitcoin, crypto, stocks and commodities. No surveillance, no friction, no limits.Want your brand on Bitcoin.com content? Reach out to [email protected] this episode of The Weekly, Graham Stone and Alex Richardson break down a fast-moving week across Bitcoin, stablecoins, and crypto politics.Bitcoin pushes back toward $80K while stocks continue hitting all-time highs, raising the question of whether this is real strength or late-cycle euphoria. They also dig into the stablecoin sector as total market cap reaches a new high, euro stablecoins begin to grow under MiCA, and the broader role of stablecoins in global finance keeps expanding.The episode also covers:bearish calls for Bitcoin and the stock market why stablecoins are starting to look less like “crypto” and more like money World Liberty Financial and the growing scrutiny around Trump-linked crypto projects why Democrats are escalating attacks on crypto grift narratives a disturbing FBI case involving a suspected “reverse wrench attack”A wide-ranging conversation on Bitcoin, macro, stablecoins, political risk, and the narratives shaping crypto right now.Graham Stone X Alex Richardson01:30 - Bitcoin's Price Surge and Short Sellers02:24 - Bearish Market Analysis by Gareth Soloway03:21 - Economic Predictions by Notable Figures05:28 - Stablecoin Market Developments08:16 - Euro-Pegged Stablecoins Growth10:27 - Stablecoins and Regulatory Challenges13:00 - World Liberty Financial Controversy18:15 - Political Implications of Crypto Controversies20:51 - Reverse Wrench Attack Incident
On Easter Sunday, Donald Trump posted a profanity-laced threat on Truth Social demanding Iran open the Strait of Hormuz or face military strikes — and Bitcoin responded by pumping nearly 3% while oil spiked and equity futures dropped. This week, David Sencil and Graham Stone break down what that signal means for crypto, cover a massive $286M DeFi hack on Solana's Drift protocol linked to North Korea's Lazarus Group, unpack the Kalshi and Polymarket prediction market regulatory battles, and debate whether Google's new quantum computing research paper is real Bitcoin FUD or just Y2K 2.0.In this episode:- Trump's Easter Iran threat rattles oil and equities — Bitcoin pumps ~3% instead- Japan declares an energy emergency as Strait of Hormuz closure ripples into East Asia- Doomburg and Rory Johnson on short-term oil price spike vs. long-term collapse below $60- Polymarket faces backlash over "death market" tied to downed US airman — removes it within hours- Nevada court rules Kalshi prediction markets are indistinguishable from illegal gambling- CFTC and DOJ sue Arizona, Connecticut and Illinois to reassert federal jurisdiction over prediction markets- $286M stolen from Drift Protocol in 12 minutes — a 6-month North Korean social engineering operation- Lazarus Group agents met Drift team in person at conferences over months before executing the hack- David's take: all DeFi protocols should implement time-locks on large withdrawals- Google research paper claims breaking Bitcoin's elliptic curve cryptography needs 20x fewer qubits than previously thought- David vs Graham: Is quantum a genuine threat or just Y2K-level FUD?The Weekly | Bitcoin.com NewsChapters:00:21 - Weekly Episode Introduction00:41 - Trump's Profanity-Laced Message01:09 - Market Reactions to Trump's Message02:00 - Oil Market Reactions03:05 - Discussion on Trump's Statements04:15 - Japan's Energy Emergency05:30 - East Asia's Market Reactions06:32 - Oil Price Predictions09:07 - Prediction Markets Controversy13:08 - Legal Challenges for Prediction Markets17:54 - Solana Ecosystem DeFi Hack28:37 - Quantum Computing Threat to Bitcoin
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
From the publisher's feed

276 Listeners

36 Listeners

237 Listeners

15,904 Listeners

22 Listeners