
The episode discusses the recent Bitcoin price drop, the implications of the Clarity Act, and the potential role of AI in the future of crypto.
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
Hosts: David, Graham
Organizations: Coinbase, Nakamoto Inc., Bitdeer, LORRE Limited, AIX
Places: United States
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