Why Bitcoin Crashed to $62K — ETFs, Macro Chaos & Market Structure Explained

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 inflowsThe role of macro instability and Fed expectationsWhether Bitcoin’s financialization is creating hidden riskInstitutional cost bases, sentiment shifts, and cycle psychologyEthereum’s roadmap reset and Vitalik’s latest admissionsPolymarket token rumors and its bizarre “free groceries” marketing stuntA 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