Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast 12/04/2025
Welcome back! Today’s podcast episode was created from the following stories:
Crypto Markets Today: Bitcoin Reclaims $93K as Altcoins Stage Rebound
Author: Oliver Knight, Omkar Godbole (Edited by Sheldon Reback) | Date: Dec 3, 2025
Bitcoin jumped to roughly $93,000 as ether reclaimed $3,050, lifting the CoinDesk 20 by 8% while SUI and LINK led altcoin gains. Derivatives positioning shows positive funding but waning CME interest, with traders favoring offshore venues and puts still priced at a premium on Deribit. Liquidity remains thin, suggesting bigger swings both ways and a fragile backdrop if negative headlines hit.
SOL, ADA, XRP zoom as bitcoin bounces above $93K. But will the rally last?
Author: Shaurya Malwa | Date: Dec 3, 2025
A broad rebound lifted bitcoin back above $93K and sparked double-digit gains in SOL and ADA after about $457 million in shorts were liquidated. Sentiment improved on incremental regulatory and product headlines, but market depth remains uneven. This looks like a relief rally for now, with sustainability hinging on spot demand as derivatives reset.
V-shape bounce, rare bitcoin signal, $13 billion Fed shock: what’s coming?
Author: Lockridge Okoth | Date: Dec 3, 2025
Altcoins posted a V-shaped recovery as analysts flagged a rare monthly Bollinger Band Width signal that has historically preceded bitcoin’s parabolic legs—if BTC can reclaim the ~$93,500 level. Institutional narratives picked up (Vanguard, Bank of America) alongside fresh stablecoin mints, while a surprise $13.5B Fed repo added a short-term liquidity tailwind. The setup is constructive but binary: confirm above resistance, or risk renewed volatility.
This bitcoin-led, institutionally anchored cycle shows the three-month drop isn’t a winter: Glassnode
Author: Sam Reynolds | Date: Dec 3, 2025
Glassnode and Fasanara argue the recent 18% pullback looks like a mid-cycle reset, not a new crypto winter, citing $732B in net new capital, a record realized cap near $1.1T, and falling realized volatility. Spot ETFs now hold roughly 1.36M BTC and continue to attract demand, while miners remain resilient—diverging from typical winter conditions. Historically similar drawdowns reset leverage before uptrends resume.
BlackRock’s spot bitcoin ETF options secure U.S. top 10 ranking with 7.7M active contracts
Author: Omkar Godbole, AI Boost | Edited by Sam Reynolds | Date: Dec 3, 2025
IBIT options open interest climbed to about 7.7 million contracts, ranking ninth across U.S. listed options and surpassing gold’s SPDR options activity. The surge underscores bitcoin’s status as a macro asset as institutions use ETF options for hedging, speculation, and yield strategies. Even amid spot price softness, options participation signals deepening market structure.
UK passes law formally recognizing crypto as property
Author: Jamie Crawley | Date: Dec 3, 2025
The U.K.’s Property (Digital Assets etc) Act creates a third category of property that explicitly includes digital assets like crypto and NFTs. The law strengthens ownership rights and recovery in cases of theft or fraud, while clarifying treatment in insolvency and estates. It marks a significant step toward legal certainty for users and institutions.
Le fisc aura bientôt accès à toutes vos transactions crypto (même à l’étranger)
Author: Amandine Jonniaux | Date: Dec 3, 2025
Starting Jan 1, 2026, the EU’s DAC8 framework will require crypto platforms to report users’ identities, balances, and transactions to French tax authorities, including overseas accounts. New penalties escalate for missing data, while small annual crypto payments under €305 remain exempt from the 30% flat tax. Investors should organize records and prepare for automated cross-border data sharing ahead of first reports due by Sept 30, 2027.
Malicious Rust crate delivers OS-specific malware to Web3 developer systems
Author: Ravie Lakshmanan | Date: Dec 3, 2025
Researchers uncovered malicious Rust packages (“evm-units” and “uniswap-utils”) that downloaded OS-tailored payloads to compromise developer machines under the guise of EVM utilities. The malware checked for Qihoo 360 antivirus and used stealthy execution paths on Linux, macOS, and Windows before the packages were removed. It’s a fresh reminder to scrutinize dependencies and lock supply-chain security in Web3 development.
Spot XRP ETFs outpace market with 12-day inflow streak nearing $1B mark
Author: Olivier Acuna | Date: Dec 3, 2025
U.S. spot XRP ETFs recorded a 12-day streak of net inflows totaling about $845 million, making them one of the fastest-growing crypto ETF categories and closing in on $1B AUM. Filings from major firms point to broadening regulated exposure beyond bitcoin and ether. While bitcoin and ether ETFs remain far larger, momentum in alternative assets is building.
Un grupo de bancos europeos aprovechan la debacle del bitcoin para crear Qivalis, una stablecoin ligada al euro
Author: Iago Rodriguez | Date: Dec 3, 2025
Ten major European banks formed Qivalis to issue a euro-linked stablecoin under EU MiCA rules, targeting an H2 2026 launch with an e-money license in the Netherlands. The consortium aims to provide regulated, near-instant cross-border payments and support tokenized asset settlement, countering dollar-dominated stablecoin markets. It’s a strategic bid for European monetary autonomy in digital finance.
