Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast 11/04/2025
Today’s podcast episode was created from the following stories:
Bitcoin ‘bottom in’ as ETF traders dump $800 million
By Lance Datskoluo — November 3, 2025
Analysts at London Crypto Club say tightening liquidity likely peaked, calling a local bottom for bitcoin even as ETF traders offloaded $800 million last week. With the Fed set to halt quantitative tightening on December 1, they expect easier liquidity to help BTC retest record highs. Near term, all eyes are on December’s FOMC meeting amid a 67% probability of another rate cut.
Crypto Markets Today: BTC Wilts After First Red October Since 2018
By Omkar Godbole, Oliver Knight — November 3, 2025
After its first losing October since 2018, BTC is testing support near $107,000 with options skewed toward puts and volatility gauges ticking up. Altcoin open interest is falling, signaling capital outflows, though oversold RSI readings could set up a relief bounce if BTC reclaims $112,000. The crypto market cap sits at $3.59 trillion, down $600 billion since early October.
Dogecoin, Cardano Lead Selloff on Profit-Taking, Gold Pulls Back as China Ends Tax Rebate
By Shaurya Malwa — November 3, 2025
Crypto opened the week in the red as profit-taking dragged DOGE and ADA about 5% lower, with BTC hovering near $106,000 and majors like SOL, BNB, and ETH also slipping. Long-term holders increased selling into strength, yet spot volumes remained robust, hinting at strong two-way liquidity. Gold steadied around $4,000/oz after China ended certain tax rebates, underscoring a growing BTC–gold correlation amid shifting macro policy.
Bernstein Hikes Bitcoin Miner Targets as AI Infrastructure Play Continues to Gain Momentum
By Will Canny, AI Boost | Edited by Stephen Alpher — November 3, 2025
Bernstein says miners are morphing into critical AI infrastructure providers, shifting valuation to a sum-of-parts approach that includes AI co-location and power-site value. Price targets rose for Core Scientific, Riot, and CleanSpark as firms pivot to hybrid BTC–AI models and expand high-performance computing capacity. The broker rates IREN, CORZ, RIOT, and CLSK as outperform, noting market re-ratings tied to AI contracts.
Cipher Mining Surges 19% $5.5B Amazon Web Services HPC Deal
By Krisztian Sandor | Edited by Stephen Alpher — November 3, 2025
Cipher signed a 15-year, $5.5B lease with AWS to deliver 300 MW of power capacity by late 2026 and took majority control of a new 1 GW site in Texas. The deals cement miners’ role in supplying energy-dense infrastructure for AI workloads, following IREN’s separate $9.7B cloud pact with Microsoft. Cipher reported $72M in Q3 revenue and now counts roughly $8.5B in AI-hosting contracts.
Bitcoin Drop May Be Warning for Stocks: Crypto Daybook Americas
By Omkar Godbole, Oliver Knight (Edited by Sheldon Reback) — November 3, 2025
BTC’s recent decoupling from the Nasdaq may foreshadow equity weakness, echoing the 2021 pattern where stocks topped a month after bitcoin. While seasonality favors November, technicians note bearish patterns and ongoing hacks (including Balancer) as risks. Regulators in Europe are moving toward tighter oversight as macro data and Fed commentary set the week’s tone.
Why Did Fed Inject $29.4B in Liquidity And What Does it Mean For Bitcoin?
By Omkar Godbole — November 3, 2025
The Fed tapped its standing repo facility to inject $29.4B and ease reserve strains driven by QT and a swelling Treasury General Account. The move supports risk assets by lowering short-term funding stress but is temporary and not the same as balance-sheet-expanding QE. Unless stress deepens, analysts expect the situation to normalize without larger interventions.
Zcash Overtaking Monero Market Cap Points to Privacy-Coin Power Shift
By Jamie Crawley, AI Boost (edited by Sheldon Reback) — November 3, 2025
ZEC briefly surpassed XMR by market cap, fueled by volume spikes, a technical breakout, and its upcoming halving. Zcash’s optional privacy model is gaining institutional interest amid Monero’s delistings and compliance hurdles, with high-profile endorsements adding momentum. It marks a potential changing of the guard in the privacy-coin niche.
Gate.io and Bybit Data Reveals Traders Are Done With Risk Assets for Now
By Unknown — November 3, 2025
Exchange reserve snapshots suggest a rotation into stablecoins as BTC and ETH balances fall and USDT holdings climb. The shift points to fading risk appetite after weeks of choppy price action. For traders, it’s a signal that sidelined capital may be waiting for clearer macro cues or better entry levels.
Hack Drains Over $100 Million From Crypto Protocol Balancer
By Unknown — November 3, 2025
A major exploit siphoned more than $100 million from Balancer, adding to a steady drumbeat of DeFi security incidents. Details remain limited as investigations proceed, but the attack underscores persistent smart-contract risk. It’s a timely reminder for protocols and users to reassess security practices during volatile markets.
