Bitcoin.com News Weekly Update

Bitcoin.com News

Stay in the know with news from the Bitcoin and cryptoverse in an easy-to-digest news summary published every week.

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168 episodes
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Episodes168

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Today · 48 min
Coldcard Fallout, Self-Custody Risks & the Yen Intervention Explained
A reported vulnerability affecting Coldcard-generated seed phrases has raised new concerns about Bitcoin self-custody after more than 1,000 addresses were reportedly drained in coordinated attack waves. Today’s The Weekly, David Sencil and Graham Stone break down what allegedly went wrong, why the response has been heavily criticized, and what the incident could mean for hardware wallets, self-custody, and the broader Bitcoin ecosystem. The conversation then shifts to a major development in global finance: coordinated intervention by Japan and the United States to support the yen after the currency fell to multi-decade lows. They explore what it signals for global markets, currency devaluation, and why many investors are increasingly turning to hard assets such as Bitcoin, gold, and equities. Topics include: The Coldcard seed phrase controversy How the reported vulnerability worked Risks to Bitcoin self-custody The future of hardware wallets Japan and U.S. intervention to support the yen Currency devaluation and market volatility Why investors are moving beyond cash Bitcoin's role in an uncertain global economy Whether you're interested in Bitcoin security, self-custody, or the macroeconomic forces shaping financial markets, this episode provides the context behind two of the week's biggest stories. 🎧 Be sure to subscribe on your favorite podcast platform to catch more conversations with industry leaders, economists, and builders shaping the future of crypto and finance. Then join our community and follow us for the latest updates ⬇️ ► YouTube: https://www.youtube.com/@BitcoincomNews ► X (Bitcoin.com): https://x.com/Bitcoincom ► X (Bitcoin.com News): https://x.com/bitcoinnews ► Telegram: https://t.me/www_Bitcoin_com ► Discord: https://discord.gg/9NGNJEnwmW ► LinkedIn (Bitcoin.com): https://www.linkedin.com/company/bitcoin.com/ ► LinkedIn (Bitcoin.com News): https://www.linkedin.com/company/bitcoin-com-news/
July 27 · 43 min
The Great Capitulation: Mallers Exits, Satsuma Liquidates & BitMEX Shuts Down
Back from summer hiatus, David Sencil and Graham Stone return to a market where the bad news keeps piling up - and where that might be the most bullish signal of all. They break down the digital asset treasury unwind: Jack Mallers stepping down at 21 Capital as Tether's control grows, Satsuma shareholders voting to liquidate 668 BTC after a roughly 99% collapse, the expanding list of DATs selling their Bitcoin, and Strategy quietly building a $3.2B dollar reserve to cover its preferred dividends. Then it's the Clarity Act's do-or-die window: Trump's disclosed $1.5B in 2025 crypto profits, the ethics provision critics call "pulling up the ladder," seven Democratic objections, coin-toss odds, and a surprise wave of endorsements from BlackRock, Schwab, Fidelity and Goldman Sachs. Plus: BitMEX shuts down amid a lawsuit alleging "God access" insider trading, Bitmart winds down, and July racks up three exchange closures - the depressing grind David calls bullish bearishness. 🎧 Follow the podcast for weekly Bitcoin and crypto market insights, and share this episode with someone who wants to stay ahead of the biggest stories shaping the industry. Then join our community and follow us for the latest updates ⬇️ ► YouTube: https://www.youtube.com/@BitcoincomNews ► X (Bitcoin.com): https://x.com/Bitcoincom ► X (Bitcoin.com News): https://x.com/bitcoinnews ► Telegram: https://t.me/www_Bitcoin_com ► Discord: https://discord.gg/9NGNJEnwmW ► Rumble: https://rumble.com/Bitcoincom ► LinkedIn (Bitcoin.com): https://www.linkedin.com/company/bitcoin.com/ ► LinkedIn (Bitcoin.com News): https://www.linkedin.com/company/bitcoin-com-news/
July 6 · 41 min
Bitcoin Bottom Signal, Trump’s Crypto Fortune & the Token Equity War
Bitcoin just had one of its worst months in years, but whales may have been buying the panic.David Sencil and Graham Stone break down Bitcoin’s bounce from the lows, the 270,000 BTC accumulation spike, ETF flows turning positive again, and the broader hard-asset setup as liquidity, gold, and debasement fears return to the conversation.They also discuss Trump’s disclosed $1.4B crypto earnings, why the numbers shocked even crypto natives, how the ethics debate could affect the Clarity Act, and why Venice AI’s $1B valuation has reignited the long-running fight over whether tokens should capture equity-like value.Plus: World Cup betting markets, Polymarket and Kalshi volumes, and the UAE’s push toward regulated local-currency stablecoins.🎧 Follow the podcast for weekly Bitcoin and crypto market insights, and share this episode with someone who wants to stay ahead of the biggest stories shaping the industry.
June 29 · 32 min
Bitcoin Bear Market, ETH Cuts and World Cup Crypto Betting
Is Bitcoin still in a bear market?In this episode of **The Weekly**, David Sencil and Graham Stone break down Bitcoin's prolonged move below its 200-day moving average, accelerating spot Bitcoin ETF outflows, and why Strategy's STRC structure continues to weigh on market sentiment.They also discuss the Ethereum Foundation's restructuring, the launch of Eth Labs, USDT briefly surpassing ETH by market cap, evolving stablecoin regulation, and how the 2026 FIFA World Cup is driving a surge in crypto-based prediction markets and sports betting.Whether you're following Bitcoin, Ethereum, stablecoins, macro trends, or crypto adoption, this episode covers the biggest stories shaping the market this week.🎧 Follow *The Weekly* on Spotify and turn on notifications so you never miss new episodes.Chapters:00:47 - Welcome back and episode overview01:23 - Bitcoin bear market and ETF outflows03:44 - BlackRock iBit and broader ETF pressure05:00 - Macro headwinds and Fed rate expectations07:41 - Bitcoin valuation and the power law mean08:17 - Dollar strength and Michael Saylor09:27 - Strategy, STRC, and dividend questions13:45 - Market skepticism and STRC’s peg16:48 - Why some are turning constructive on MSTR17:27 - Ethereum Foundation restructuring19:25 - ETH Labs and Ethereum’s business focus22:48 - Stablecoins and USDT overtaking Ether24:16 - Bank of England backtracks on stablecoin limits26:08 - World Cup betting and crypto adoption31:11 - Bitcoin.com app and wrap-up
June 22 · 35 min
Bitcoin Rebounds, Fed Volatility Returns, and MicroStrategy Faces STRC Pressure
This week on The Weekly, David Sencil and Graham Stone break down a packed week across Bitcoin, crypto, macro, DeFi, and AI. Bitcoin recovered to around $64K after testing lower levels, while oil, gold, equities, and the U.S. dollar reflected growing macro uncertainty. The episode covers the Iran conflict, Japan’s weakening yen, the carry trade, and why a Japanese corporate pension fund allocating to crypto could be an early signal of broader institutional movement. David and Graham also discuss the Federal Reserve ending forward guidance under Kevin Warsh, what that means for market volatility, and why some analysts now believe the crypto bottom may already be in. The conversation then moves into decentralized AI, the DeFi hack crisis, AI as a defensive tool for protocols, and the latest pressure around MicroStrategy’s STRC/Stretch structure.A full episode for anyone tracking Bitcoin, macro markets, crypto narratives, DeFi security, and institutional adoption.
June 15 · 31 min
Bitcoin, Oil, Saylor and SpaceX: The Weekly Market Shock
This week on The Weekly, David Sencil and Graham Stone break down a major set of stories moving Bitcoin and crypto markets.They discuss the reported Iran-US peace deal, the reopening of the Strait of Hormuz, falling oil futures, and Bitcoin’s move above $66K. They also unpack Michael Saylor’s controversial 32 BTC sale, his BTC Prague comments, Metaplanet’s move into Bitcoin yield products, Bitcoin miners pivoting toward AI, Anthropic’s Fable export-control controversy, and the SpaceX IPO’s impact on crypto-based pre-IPO price discovery.A fast-moving episode covering macro, Bitcoin, AI, miners, IPOs, and the next stage of crypto market structure.
June 8 · 32 min
Bitcoin’s 20% Crash, Strategy Panic, and the New Crypto Security Threat
Bitcoin fell roughly 20% in six days, triggering massive liquidations and renewed fear across the crypto market. On this episode of The Weekly, David Sencil and Graham Stone unpack the crash, the panic around Strategy’s Bitcoin sale, and why traditional markets, AI stocks, semiconductors, and Fed expectations may be driving Bitcoin’s next move. They also cover a major milestone for Bitcoin adoption: the first Bitcoin-backed home loan. Then the episode turns to Polymarket’s alleged undisclosed influencer payments and a disturbing rise in wrench attacks targeting crypto holders and their families. A full breakdown of market chaos, Bitcoin utility, crypto controversy, and personal security in one high-impact episode. Chapters: 01:27 - Market Sentiment and Liquidations 02:39 - Bitcoin Price Movements 04:06 - Strategy and Equity Market Concerns 05:25 - STRC and Market Confidence 07:20 - Global Market Reactions 09:25 - US Jobs Report and Market Impact 11:44 - Strategy's Future Moves 15:34 - Bitcoin-Backed Loans 17:26 - Crypto as Collateral 19:00 - Polymarket Investigation 20:39 - Crypto Crime and Security Concerns 23:39 - Global Crypto Attacks 26:48 - Data-Driven Targeting and Security
June 1 · 30 min
Bitcoin Perps Arrive in America, Hyperliquid Surges & Banks Embrace Blockchain
Bitcoin perpetual futures are finally coming to the U.S., marking one of the most significant regulatory developments for crypto markets in years.David Sencil and Graham Stone discuss what this means for exchanges, traders, Hyperliquid, tokenized stocks, prediction markets, and the growing convergence between traditional finance and blockchain technology.From SEC approvals and CME's 24/7 trading launch to the latest Polymarket controversy and Project Agora's central bank blockchain experiment, this episode covers the biggest stories shaping the crypto industry right now.
May 26 · 29 min
Ethereum Crisis, Saylor’s BTC Pause & F2Pool’s Mars Mission | The Weekly May 26, 2026
Bankless walks away from Ethereum, Saylor hits pause on BTC buys, and an F2Pool founder could become one of the first humans on Mars. This week, David Sencil and Graham Stone break down the growing cracks inside Ethereum, why Michael Saylor slowing down Bitcoin purchases may actually be bullish, and how crypto mining pioneers are now heading into space exploration. Also in this episode:• Could the U.S. really buy 1 million BTC through the ARMA proposal?• David Hoffman exits ETH completely while Bankless steps back from Ethereum• The Ethereum Foundation talent exodus continues• MiCA-compliant Euro stablecoin crashes to $0.85 after exploit• Arthur Hayes and Eric Trump call Europe “a nice museum”• ICE and OKX launch perpetual oil futures• Hyperliquid faces its first major TradFi challenger• Chun Wang of F2Pool to command SpaceX’s first crewed Mars mission 🎧 Listen now on Spotify and follow The Weekly by Bitcoin.com News for your weekly breakdown of crypto, markets, tech, and Web3 culture.
May 18 · 40 min
Bonds Crack at 5%, Saylor’s Bitcoin Pivot, Hyperliquid vs CME & CLARITY Drama
This week, David Sencil and Graham Stone unpack a heavy macro week — from the 30-year US Treasury clearing 5% for the first time since 2007, to Strategy’s $1.5B convertible note buyback and Michael Saylor quietly testing the market on Bitcoin sales.They dig into Iran’s reported “Hormuz Safe” Bitcoin sanctions-bypass scheme, why David thinks Bitcoin is actually worse than fiat for evading sanctions, and the Coinbase/Circle/Hyperliquid USDC deal that triggered CME and ICE to run to regulators.Plus: David’s CFTC Chairman Michael Selig interview from Vegas, Austin Campbell on the Clarity Act, and Graham vs David on whether the bill actually passes by July 4th.Topics covered:• 30-year US Treasury clears 5% — what it means for hard assets• Iran’s Hormuz Safe Bitcoin maritime insurance play• Why David thinks Bitcoin is worse than fiat for sanctions evasion• Strategy’s $1.5B convertible note buyback and Saylor’s pivot• STRC (“stretch”) — the 11.5% Bitcoin yield play• Hyperliquid lands USDC deal with Coinbase and Circle• CME and ICE lobbying regulators over Hyperliquid• David’s interview with CFTC Chairman Michael Selig• Will the CLARITY Act pass by July 4th? Graham and David debate00:22 - Welcome and Guest Introduction00:58 - Bitcoin and Market Overview02:26 - Bond Market Analysis04:21 - Bitcoin's Relevance to Bonds07:34 - Japanese Bond Market Crisis08:25 - Iran's Bitcoin Maritime Insurance12:36 - Bitcoin and Privacy Coins14:07 - Strategy's Bitcoin Sales Strategy18:43 - Interview with Michael Saylor22:12 - Hyperliquid and USDC Deal25:58 - Regulatory Challenges for Hyperliquid32:03 - Clarity Act and Political Implications39:33 - Closing Remarks
May 12 · 22 min
Coinbase Outage, Prediction Markets, BlackRock on Ethereum & Stablecoin Yield Wars
This week, Graham Stone and Alex Richardson break down the biggest stories in crypto, from Coinbase’s AWS-related outage to signs of risk appetite returning across Bitcoin, altcoins and NFTs.They also dig into the rise of prediction markets, how TradFi giants are moving into event contracts, BlackRock’s push to tokenize money market funds on Ethereum, and why stablecoin yield has become one of the key political fights in U.S. crypto regulation.Plus, Robert Kiyosaki is back with another doomer warning — this time about baby boomers facing severe financial pressure.Topics covered:• Coinbase outage and crypto infrastructure risk• Bitcoin, altcoins and NFTs catching bids• Prediction markets, manipulation and TradFi adoption• BlackRock tokenized money market funds on Ethereum• Stablecoin yield, banks and U.S. Treasury demand• Robert Kiyosaki’s warning for baby boomers00:30 - Market Updates: S&P 500, NASDAQ, Bitcoin01:29 - Altcoins and NFT Market Trends02:11 - Coinbase Outage Explanation03:03 - Technical Details of the Outage05:27 - Public Reaction and Speculation07:20 - Prediction Markets and Traditional Finance09:31 - ETFs and Crypto Legislation12:29 - BlackRock's Tokenized Funds15:13 - Clarity Act and Crypto Regulation19:25 - Robert Kiyosaki's Predictions
May 5 · 23 min
Bitcoin Reclaims $80K as Stablecoins Surge and Trump Crypto Scrutiny Grows
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 ads@bitcoin.com.In 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
April 28 · 24 min
Crypto Kidnappings, Bitcoin Fork Drama & Prediction Market Lawsuits
France is facing a terrifying wave of crypto-related kidnappings — and Alex argues intrusive tax reporting may be making holders easier to target.In this episode of The Weekly, Graham and Alex break down the latest crypto headlines: Bitcoin’s bounce back toward $79K, ETF inflows, bearish on-chain signals, Paul Stork’s new Ecash Bitcoin hard fork, New York’s lawsuits against prediction markets, EU sanctions targeting a ruble-backed stablecoin, and the Believe/Launchcoin controversy.Graham Stone X Alex Richardson00:00 - Arrest of French Tax Official00:29 - Weekly Crypto News Introduction01:29 - ETF Flows and Market Trends02:05 - Bullish and Bearish Market Takes03:48 - Token Narratives Episode Recap04:15 - New Bitcoin Hard Fork Announcement06:05 - Ecash and Drive Chain Model07:54 - Criticism and Support for Ecash09:22 - Bitcoin Conference and Interviews10:32 - Crypto Kidnapping Epidemic in France14:06 - Prediction Markets and Legal Issues19:36 - EU Sanctions on Russian Crypto21:23 - Arrest of Solana-Based Token Founder23:32 - Conclusion and Upcoming Content
April 21 · 31 min
Could Bitcoin Freeze Old Wallets? The BIP 361 Debate Explained
In this episode of The Weekly, Graham and Alex break down one of the biggest new debates in Bitcoin: should old wallets be frozen to protect the network from a future quantum threat?They unpack BIP 361, the case for and against freezing legacy addresses, what it could mean for Satoshi’s coins, and why this debate goes far beyond technology. At the core is a much bigger question: if Bitcoin can change its rules to protect itself, does it stop being the immutable, neutral monetary asset people thought it was?The episode also covers:Bitcoin miner capitulationwhether mining centralization is a real long-term threatthe KelpDAO exploitwhy DeFi increasingly feels broken for everyday usersWatch for sharp analysis on Bitcoin, crypto markets, and the narratives shaping the space.00:41 - Welcome and Introductions01:24 - Paris Blockchain Week Insights02:43 - Market Overview and Bitcoin's Position04:51 - Discussion on BIP361 and Quantum Threat08:41 - Debate on Bitcoin's Rule Changes11:16 - Opposition to Quantum Resistance Proposals13:12 - Philosophical Debate on Bitcoin's Future17:38 - Bitcoin Miners and Market Challenges22:30 - KelpDAO Hack and DeFi Crisis30:32 - Conclusion and Upcoming Topics
April 7 · 43 min
Trump Threatened Iran, Bitcoin Pumped — Here's What Actually Happened | The Weekly April 6 2026
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
March 30 · 26 min
The Weekly March 30 2026 | War, Bitcoin, David Sachs & Coinbase Home Loans
The Middle East conflict is reshaping how we think about money and portability. This week, David Sencil and Graham Stone discuss what the war means for Bitcoin and crypto.In this episode:• The "gruesome, macabre pattern" of weekend war escalation and Monday market manipulation• Why Bitcoin beats gold when you need to leave fast• David Sachs ends his term as Crypto Czar — was he a success or failure?• Coinbase launches Bitcoin-backed home loans with Better Home and FinanceThe Weekly | Bitcoin.com News#Bitcoin #Crypto #Geopolitics #BitcoinNews #TheWeekly00:24 - Welcome to The Weekly00:37 - War in the Middle East01:05 - Trump's Ultimatum01:18 - Varying Reports on Ultimatum01:35 - Social Media and Truth01:50 - Sources of Truth02:18 - Ceasefire Proposal and Reactions02:47 - US and Israeli Forces Movements03:13 - Iran's Demands and Oil Pipeline03:42 - Information Flow and Market Reactions04:10 - Reports of US Troops Deployment05:05 - Polymarket Predictions05:26 - Bitcoin and Geopolitical Implications06:08 - Global Oil Prices and Market Bifurcation06:44 - Economic Implications and Iran's Leverage08:01 - Rising Interest Rates and Gold Prices08:49 - Geopolitical and Economic Perspectives09:15 - Military and Economic Leverage10:17 - US Interest Payments and Defense Spending10:52 - US Empire Phase and Historical Comparisons11:15 - Entering a New Era12:15 - Bitcoin and Crypto in a New Regime13:14 - Stablecoins and Bitcoin's Role13:43 - Cypherpunk Values and Bitcoin Insurance14:17 - Increased Risk and Bitcoin's Importance15:17 - David Sachs and Crypto Czar Role15:46 - Success and Criticism of David Sachs16:35 - Crypto's Political Challenges17:25 - Privacy Founders and Legal Challenges18:15 - Genius Act and Regulatory Shifts19:19 - Political Perception and Crypto's Future20:25 - Trump's Crypto Revolution Speech21:25 - Global Progress in Crypto Regulation22:32 - Crypto Community's Frustrations22:52 - Bitcoin and Stablecoin Backed Loans23:19 - Loan Details and Collateral Requirements24:16 - Bitcoin as Collateral in TradFi25:04 - Crypto Price Volatility and Loans
March 23 · 38 min
Trump's 48-Hour Iran Ultimatum, $170 Oil, Gold -20% | The Weekly Mar 23 2026
Trump gives Iran 48 hours to reopen the Strait of Hormuz — or face obliteration of power plants. Iran responds with a published list of 12 civilian infrastructure targets across 6 countries. The clock is ticking.David Sencil and Graham Stone break down the full escalation timeline, the market shock rippling across every asset class, and what happens next.In this episode:• Iran's retaliatory strikes on Qatar's Ras Laffan — 2-5 years of LNG repair damage• Trump's ultimatum and Iran's civilian target list response• Asian cash Dubai crude hits $170 — all-time high• Nikkei gaps down 4-5%, preview of US market open• Rory Johnston: "It's bigger than anything in history. They are all terrified."• Airlines canceling 1,000+ flights each — jet fuel as canary in the coal mine• Laos cuts schools to 3 days/week due to oil shortages• 10-year Treasury yields up 45bps — Bob Elliott says 5% is the buy level• Gold off 20% from $5,500 peak, silver between $60-70• Bitcoin below $68K — risk off or buying opportunity?• Petro Yuan narrative debunked — David's takedown• BitTensor shilled on All In Podcast — exit liquidity fears• Visa CLI for AI agent payments• SEC greenlights NASDAQ tokenized stocks📍 The Weekly | Bitcoin.com News✅ Subscribe for more weekly market coverage#Bitcoin #Iran #OilCrisis #TheWeekly #CryptoNews00:00 - Introduction and Market Impact01:11 - Iran's Retaliatory Strikes03:17 - Market Reactions and Equity Markets05:07 - Oil Market Analysis07:17 - Iran's Threats and Infrastructure Targets09:13 - Asian Market Reactions10:49 - US Market Predictions14:10 - Impact on Airlines and Jet Fuel15:29 - Treasury Bond Yields and US Debt18:16 - Bitcoin and Gold Market Movements21:19 - Petro Yuan vs. Petro Dollar26:13 - AI and Crypto Developments31:48 - Visa's AI Payment Integration34:52 - Tokenized Securities on NASDAQ36:10 - Real World Assets and Tokenization37:45 - Closing Remarks and Trump's Ultimatum
March 16 · 44 min
Iran Shuts Down Oil Markets — What It Means For Your Crypto Bags | The Weekly March 16 2026
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
March 9 · 41 min
Oil, AI Misinfo & the Crypto Agent Rush | The Weekly Mar 9 2026
💡 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
March 2 · 20 min
Bitcoin Holds Steady As Middle East Erupts | The Weekly March 2 2026
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