Who Crashed Crypto? - 04.02.2026 Who really caused crypto's $28B meltdown? The debate rages on.

Today’s episode unpacks the October $28 billion crash, weighing Cathie Wood’s Binance glitch claim against liquidity and news-driven sell-offs, then connects crypto’s fall to broader macro risks.

We explore Ben Cowan’s warning that liquidity signals and the S&P/gold breakdown point to a possible 10–20% stock correction, and we outline how the Clarity Act could reshape yield access and favor incumbents.

Finally, Vitalik Buterin’s new roadmap reframes Layer 2s as specialized tools rather than generic highways, suggesting a long-term shift from a one-size-fits-all crypto market toward differentiated, service-oriented chains.

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