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