Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast — December 12, 2025
Welcome back! Today’s podcast episode was created from the following stories:
Crypto Markets Today: Traders Seek Catalysts After Bitcoin’s Post-Fed Pullback
Bitcoin is holding above the $88,200 support near $90,350, but momentum remains capped below the key $94,500 resistance. Derivatives signal caution: 30-day implied volatility fell to a one-month low, risk reversals are negative across tenors, and open interest slid most sharply in ADA as funding for many alts turned negative. Liquidity remains thin in altcoins, with ETHFI, FET, ADA and PUMP down over 8%, while privacy coin XMR outperformed; traders are waiting for a fresh catalyst.
Why Is Bitcoin Trading Lower Today?
BTC slipped below $90,000 after the Fed’s 25 bps cut, as internal divisions and a murkier path for future easing dampened risk appetite. The Fed’s planned T‑bill purchases are aimed at liquidity management rather than classic QE, undercutting hopes for a broad risk-on impulse. With implied volatility drifting lower and uncertainty stretching into 2026, traders see limited near-term catalysts.
BTC, Nasdaq Futures Drop as Oracle Earnings Revive AI Bubble Fears
Oracle’s revenue miss and outsized data-center spending reignited concerns about an AI-fueled bubble, pressuring risk assets as BTC hovered near $90,000 and Nasdaq futures slipped. Oracle’s debt load and rising CDS suggest a repricing of risk rather than imminent distress. The macro and equity backdrop reinforced a post-Fed “sell the news” tone across crypto.
Ether, Dogecoin, Solana Slide as Bitcoin Fails to Sustain Early-Week Breakout
Markets gave back Tuesday’s gains as BTC’s rejection near $94,500 triggered over $514 million in liquidations and dragged major tokens like ETH, SOL, and DOGE lower. Analysts say a decisive move above $94,000 is needed to reset bullish momentum, while the $90,000–$91,000 band remains a key near-term support. Macro uncertainty and thin liquidity continue to amplify price swings.
Crypto Drop Wipes Out $370M in Bullish Bets as BTC, ETH Give Back Gains
More than $514 million in positions were liquidated over 24 hours, with longs making up the bulk, highlighting how crowded upside bets had become. Binance, Hyperliquid, and Bybit saw the most forced unwinds as a swift reversal cascaded across derivatives venues. While painful, analysts view such flushes as a healthy reset if key technical levels hold.
$500M Flows MIA for Month: Crypto Daybook Americas
Spot ETF momentum has cooled, with no single day of $500M+ net inflows since Nov. 11, even as large holders reportedly added ~42,565 BTC since Dec. 1. With the Fed meeting behind us and implied volatility falling, hopes for a year-end surge may depend on flows meaningfully reaccelerating. Macro jitters, Oracle’s miss, and cautious guidance are keeping risk appetite in check.
XRP Slides as Traders Take Bitcoin Profits, With ETF Flows Still Strong
XRP failed again at the $2.09–$2.10 ceiling as volume spiked, suggesting institutional distribution at resistance despite ongoing ETF inflows. Exchange balances have fallen over the past two months, tightening supply even as price remains rangebound in a multi-month triangle. Traders are watching $2.00 support and looking for a decisive close above $2.10 to flip the near-term trend.
Gemini Approved by CFTC to Offer U.S. Prediction Markets, Stock Surges Nearly 14%
Gemini Titan secured CFTC approval to operate as a Designated Contract Market, paving the way for regulated U.S. prediction markets after a five-year licensing process. The exchange plans simple yes/no event contracts and aims to expand into crypto derivatives pending further approvals, sending Gemini’s stock up nearly 14% after hours. The move introduces a new regulated competitor to Kalshi and contrasts with offshore platforms like Polymarket.
Mexico’s Central Bank Keeps a ‘Healthy Distance’ From Crypto
Banxico reaffirmed a cautious stance, maintaining restrictions that keep banks and fintechs from offering crypto since 2021. The central bank cited volatility, cybersecurity, and money-laundering risks, with particular concern about stablecoins absent a global framework. The policy contrasts with regional peers, underscoring divergent regulatory paths across Latin America.
UK Bitcoin Company Satsuma Sells 579 of Its 1,199 Bitcoin for $53.2 Million
Satsuma sold 579 BTC to bolster liquidity ahead of a potential £78 million convertible note repayment at year-end, retaining 620 BTC and roughly £90 million in cash. The company continues to pursue an LSE Main Market uplisting, pending FCA approval, and now ranks as the 61st largest publicly traded bitcoin holder. Shares ticked higher on the update despite a tough month.
