Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast — November 28, 2025
Welcome back to the show. Today’s podcast episode was created from the following stories:
South Korean crypto exchange Upbit reports $30 million theft — hack discovered hours after country’s largest search engine announced $10 billion acquisition of crypto platform’s parent company
Author: Jowi Morales | Published: Nov 27, 2025
Upbit disclosed a roughly $30 million hack tied to an unauthorized Solana transfer, prompting a halt on deposits and withdrawals and a swift move of funds to cold storage. The incident landed just hours after Naver announced a $10 billion deal to acquire Upbit parent Dunamu, heightening market jitters but unlikely to derail the transaction. The timing underscores security due diligence as a priority as Naver ramps plans to invest heavily in AI and blockchain.
Naver To Acquire Korean Crypto Exchange Giant Dunamu In $10 Billion Deal
Author: Zinnia Lee | Published: Nov 27, 2025
Naver will acquire Dunamu, operator of Upbit, in a stock swap valuing the firm at about $10.3 billion, aiming to fuse Naver’s AI and payments scale with Dunamu’s blockchain and trading stack by mid-2026. The deal includes a five-year, 10 trillion won (≈$6.8B) investment push into AI and blockchain as South Korea races to stay competitive globally. For crypto markets, the tie-up signals renewed institutional ambition despite recent volatility.
Australia moves forward with bill to regulate crypto under finance laws
Author: Jesse Coghlan | Published: Nov 27, 2025
Australia introduced the Corporations Amendment (Digital Assets Framework) Bill 2025, bringing exchanges and custodians under the AFSL regime with new “digital asset platform” and “tokenized custody platform” categories. The framework prioritizes platforms that hold client assets, adds disclosure and safekeeping standards, and allows small-scale exemptions with an 18-month licensing grace period. It’s a meaningful step to align crypto with traditional financial safeguards while leaving room for tokenization to evolve.
Climbs 9.3% as JPMorgan Expects Bitcoin Surge to $240,000
Author: Not specified | Published: Nov 27, 2025
Cipher Mining (CIFR) gained 9.3%, extending a multi-day rally amid reports of a bullish Bitcoin outlook from JPMorgan pointing to potential upside toward $240,000. Miner equities continue to trade as leveraged bets on BTC direction, magnifying both rebounds and pullbacks. The move highlights how macro BTC narratives quickly transmit to listed mining stocks.
Bitcoin bounces to seven-day highs, but can BTC break $95K on Thanksgiving?
Author: Nancy Lubale | Published: Nov 27, 2025
BTC rebounded from ~$80,000 to reclaim $90,000 ahead of Thanksgiving, challenging a historically weak holiday performance. Analysts flag $100,000–$105,000 as the key zone to retake to avoid renewed downside toward the low-$80Ks, with Glassnode noting fragile market structure and fading demand. Expect resistance near $91K–$93K and choppy action through the holiday period.
Cathie Wood says ARK’s Bitcoin $1.5M bull price hasn’t changed as markets eye rally
Author: Zoltan Vardai | Published: Nov 27, 2025
ARK Invest sees a liquidity tailwind as funds return post-shutdown and the Fed pivots away from QT on Dec. 1, keeping its $1.5M Bitcoin bull case intact for 2030. While stablecoins have absorbed some “safe-haven” flows, Wood says gold’s strength offsets that shift in their models. Near term, analysts still want BTC back above ~$92,000 to rebuild momentum.
Bitcoin risks deeper drop if whale exchange deposits stay high: Analyst
Author: Martin Young | Published: Nov 27, 2025
CryptoQuant notes elevated BTC exchange inflows—especially large 100+ BTC deposits—signaling potential sell pressure from whales. Binance’s stablecoin reserves hit a record ~$51B, suggesting capital parked on the sidelines as markets await clarity. Analysts warn a possible wick into the $70K–$80K zone to flush leverage before a more durable recovery.
BlackRock ETF investors bounce back to profit as price reclaims $90K
Author: Zoltan Vardai | Published: Nov 27, 2025
With BTC back above ~$90,000, BlackRock’s IBIT cohort moved into cumulative profit (~$3.2B), easing redemption pressure and coinciding with modest net inflows across spot BTC ETFs. The recovery aligns with rising odds of a December Fed rate cut, which has historically supported risk assets. ETF flows remain a central driver of 2025’s price action.
Fin de l’anonymat crypto : le fisc va tout savoir sur vos Bitcoins dès 2026
Author: Mathieu M. | Published: Nov 27, 2025
EU’s DAC8 framework will require crypto platforms to automatically report client identities, balances, and transactions to tax authorities starting Jan. 1, 2026. The shift ends much of the perceived opacity around retail crypto activity in Europe and raises the stakes for timely, accurate declarations. Investors are urged to regularize past filings ahead of data sharing and potential penalties.
Kraken lanza una tarjeta para pagar con criptodivisas
Authors: Violeta N. Quiñonero, Raquel Lander | Published: Nov 27, 2025
Kraken introduced “Krak Card,” a Mastercard-linked debit card for the EU and UK that lets users pay with crypto or euros, mix assets at checkout, and earn 1% cashback. Backed by its Irish EMI license and VASP registration in Spain, Kraken also rolled out Vaults to offer DeFi access and target yields above 10% APR on idle assets. It’s another step in turning crypto platforms into full-service fintech alternatives.
