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Bitcoin/Crypto Daily Podcast 12/07/2025
Welcome back! Today’s podcast episode was created from the following stories:
Coinbase makes bold bitcoin prediction for December despite market downturn
Author: Oluwapelumi Adejumo | Date: December 6, 2025
Coinbase says crypto could enter a December recovery as liquidity improves, Fed cut odds rise, and long-term Bitcoin holder selling eases. On-chain data shows reduced spending from older BTC cohorts, lowering supply pressure and giving prices room to consolidate. If momentum holds, Bitcoin could post a rare positive December.
Japan’s higher rates puts bitcoin in the crosshairs of a yen carry unwind
Author: Shaurya Malwa | Date: December 6, 2025
The Bank of Japan is expected to lift rates to 0.75% on December 19, strengthening the yen and threatening a carry-trade unwind. A stronger yen often prompts de-risking across macro portfolios, tightening liquidity that has supported BTC. Still, a gradual BOJ path and rising U.S. rate-cut odds could cushion the near-term impact.
BlackRock’s IBIT Bitcoin ETF sees record $2.7 billion exodus
Author: Unknown | Date: Unknown
BlackRock’s spot Bitcoin ETF reportedly recorded a record $2.7 billion in outflows, signaling a sharp risk-off shift among ETF investors. Such withdrawals can pressure near-term BTC demand and underscore how fund flows increasingly drive crypto’s macro sensitivity.
From 2600% gain to 86% wipeout, crypto’s hottest trade collapsed
Author: Unknown | Date: Unknown
A once red-hot crypto trade that delivered 2,600% gains has now suffered an 86% drawdown, highlighting the dangers of leverage and momentum chasing. The reversal is a reminder to size positions conservatively and manage tail risk in liquidity-sensitive corners of the market.
Bitcoin treasury firms enter a ‘Darwinian phase’ as premiums collapse: Galaxy
Author: Amin Haqshanas | Date: December 6, 2025
Galaxy Research says digital asset treasury equities have flipped from rich premiums to discounts, breaking the issuance-fueled growth loop and exposing embedded leverage. With issuance shut, outcomes range from prolonged compressed premiums to consolidation or selective recovery if BTC reaches new highs. Some firms are bolstering cash reserves to weather dividends and debt through the downturn.
2,000 bitcoin on the move: rare Casascius coins awaken after 13 years
Author: Felix Ng | Date: December 6, 2025
Two 1,000-BTC Casascius coins minted in 2011–2012 were activated, moving roughly 2,000 BTC after more than 13 years. While eye-catching, activation doesn’t guarantee imminent selling; past holders have shifted coins primarily for security and accessibility. The event also highlights Bitcoin’s early history and the rarity of high-denomination physical coins.
This December could decide the fate of digital asset treasuries: here’s CoinShares’ survival warning
Author: Brian McGleenon | Date: December 6, 2025
CoinShares’ James Butterfill says DAT firms face a pivotal December: either a disorderly unwind if prices keep sliding or a squeeze-driven recovery if macro conditions improve. He argues survivors will pair disciplined treasury management with real businesses, while markets punish dilution, concentration, and token hoarding without revenue. A potential December rate cut could be the catalyst.
Euro stablecoin market cap doubles in year after MiCA, study finds
Author: Jamie Crawley, AI Boost | Edited by Sheldon Reback | Date: December 6, 2025
Since MiCA’s stablecoin rules rolled out, euro stablecoin market cap has doubled to roughly $680 million, with volumes and search interest rising across the EU. Growth is concentrated in EURS, EURC, and EURCV, suggesting that clear issuer obligations and reserve standards can catalyze adoption—even as USD-pegged tokens still dominate.
Stablecoin adoption is ‘exploding’ — here’s why Wall Street is going all-in
Author: Will Canny, AI Boost | Edited by Cheyenne Ligon | Date: December 6, 2025
Alchemy’s Joe Lau says stablecoin usage is rapidly expanding into payments, payroll, and corporate treasury while banks advance tokenized deposits as a regulated alternative. He envisions a two-track system—open stablecoins for broad settlement and bank-native deposit tokens for closed ecosystems—that may converge as finance becomes more programmable and 24/7.
CoinShares debunks Tether collapse fears after Hayes warning
Author: Unknown | Date: Unknown
CoinShares pushed back on warnings of a potential 30% USDT depeg, citing on-chain and market data to argue Tether remains resilient. The analysis assesses systemic risks but concludes current evidence doesn’t support imminent collapse narratives.
