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