Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast 11/24/2025
Welcome back to the show. Today’s podcast episode was created from the following stories:
Bitcoin Miner Reserves Plunge to Record Low as Revenue Collapses
By Oluwapelumi Adejumo — Published November 23, 2025
Bitcoin miners have moved more than 30,000 BTC since Nov. 21, driving reserves to a record low of 1.803 million BTC as revenue efficiency hits all-time lows. Hashprice has fallen over 50% to $34.49/PH/s, pressuring margins even as network hashrate stays elevated, setting the stage for potential miner capitulation. Well-capitalized public miners appear to be keeping next-gen fleets online to outlast smaller competitors.
Bitcoin Rebounds From ‘Extreme Oversold’ Levels; XRP Jumps 7%, ZEC Surges 14%
By Siamak Masnavi, AI Boost — Published November 23, 2025
Bitcoin bounced after an extreme oversold RSI reading and over $200 million in liquidations signaled seller exhaustion during thin weekend trading. Major altcoins followed, with ZEC and XRP leading gains as total crypto market cap rose 3.29% to $2.95 trillion. Despite the move, sentiment remains fragile with the Fear and Greed Index at 10.
Bitcoin ATM firm explores $100M sale following CEO’s federal indictment
By Amin Haqshanas — Published November 23, 2025
Crypto Dispensers is weighing a potential $100 million sale amid a federal indictment alleging it facilitated a $10 million money-laundering scheme; both the firm and CEO have pleaded not guilty. The company shifted from hardware ATMs to software in 2020, citing fraud and compliance pressures. Cities across the U.S. are responding to scam risks with bans and tight limits on crypto kiosks.
Historic Downturn: Bitcoin Nears Worst Weekly Performance In Over A Year
By Godspower Owie — Published November 22, 2025
Bitcoin is tracking its worst weekly showing in over a year and could be heading for its second-worst November on record. Analysts highlight unprecedented pressure on short-term holders, with estimates suggesting more than 99% recently bought coins are underwater near $89,000. While some see this as capitulation, others caution that survival through volatility is key to benefiting from future rebounds.
VanEck CEO Concerned About Bitcoin’s Encryption and Privacy, Says Firm Could Walk Away
By Siamak Masnavi, AI Boost — Published November 23, 2025
Jan van Eck raised long-term questions about Bitcoin’s encryption, privacy, and quantum resilience, noting some long-time holders are evaluating privacy-focused alternatives like Zcash. He said VanEck would walk away from Bitcoin if its core thesis breaks, underscoring a reassessment beyond short-term price action. The comments sparked debate across the industry, as privacy and quantum readiness move into focus.
Could Stablecoins Spark a New Contagion? BIS Warns, Coinbase Pushes Back
By Olivier Acuna — Published November 23, 2025
Central banks and the BIS warn rapid stablecoin growth could amplify redemption shocks and trigger Treasury bond fire-sales, especially under broader market stress. Coinbase counters that fully reserved, short-duration backing makes leading stablecoins safer than traditional bank lending. The debate underscores stablecoins’ accelerating path to systemic relevance—and the regulatory frameworks needed to manage that risk.
Bitcoin Block Channel Reveals $400,000 Price Target – Details
By Semilore Faleti — Published November 23, 2025
Analyst Gert Van Lagen cites a long-term regression channel by block height to argue Bitcoin could still rally toward $350,000–$400,000 after a decisive break above the midline. Despite multiple rejections and a pullback below the midline, the model suggests upside remains before any true crypto winter. The view leans on post-halving patterns seen in 2013, 2017, and 2021.
Strategy steps up Bitcoin buys with 8,178 BTC purchase
By Turner Wright — Published November 23, 2025
Michael Saylor’s company ramped up accumulation with an 8,178 BTC purchase worth about $835 million, after weeks of smaller buys. The firm now holds roughly 649,870 BTC, sticking to its multi-year strategy despite heightened volatility and a recent stock pullback. The move signals continued institutional conviction even as prices chop.
Chainlink Is ‘Essential Infrastructure’ for Tokenized Finance, Says Grayscale Research
By Francisco Rodrigues, AI Boost | Edited by Aoyon Ashraf — Published November 23, 2025
Grayscale’s research arm calls Chainlink the connective tissue between crypto and traditional markets, citing its oracles, CCIP interoperability, and compliance tooling. As tokenization grows from roughly $5B to $35B+, partnerships with S&P Global and FTSE Russell could position Chainlink at the center of on-chain finance. Grayscale has also filed to convert its Chainlink Trust into an ETF with potential staking features.
Grayscale calls Chainlink the ‘critical connective tissue’ of tokenized finance
By Amin Haqshanas — Published November 23, 2025
Echoing its report, Grayscale argues Chainlink’s middleware stack will power tokenization and cross-chain settlement, giving LINK exposure across ecosystems. A recent pilot linked JPMorgan’s Kinexys and Ondo using Chainlink’s runtime to complete a cross-chain DvP between a bank network and a public testnet. With tokenized assets accelerating, Chainlink’s role in secure data, interoperability, and compliance is coming into sharper focus.
