Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast — December 23, 2025
Today’s podcast episode was created from the following stories:
Bitcoin will hit $200,000 in 2026 thanks to this new Federal Reserve program, Arthur Hayes says
Author: Not specified | Date: Not provided
Arthur Hayes projects bitcoin could reach $200,000 in 2026, tying the outlook to anticipated liquidity from a new Federal Reserve program. The call underscores how macro policy remains a primary driver for crypto risk appetite, even as forecasts carry significant uncertainty.
Bitcoin steadies near $89,000 as gold hits record and Asia stocks rise
Author: Shaurya Malwa | Date: December 22, 2025
Bitcoin hovered around $88,800 as gold set a fresh record above $4,380 and Asian equities advanced, reflecting a cautious risk-on tone. Ether reclaimed $3,000 while data suggested long-term BTC holder selling is waning and institutions are absorbing supply, though thin year-end liquidity keeps rallies fragile.
Crypto markets today: Gold tokens shine as bitcoin rises to $89,000
Author: Omkar Godbole, Francisco Rodrigues | Date: December 22, 2025
Gold-backed tokens like XAUT hit record highs alongside surging bullion, while bitcoin climbed near $89,800 as the dollar softened and tech stocks firmed. Derivatives point to mixed participation with subdued implied vol and declining CME BTC futures open interest, and Curve DAO voters rejected a 17.45 million CRV development allocation over transparency concerns.
BitMine buys $300 million in ether, crossing 4 million ETH treasury milestone
Author: Krisztian Sandor | Date: December 22, 2025
BitMine Immersion Technologies added roughly $300 million in ETH, lifting its holdings to 4.07 million ETH—about 3.37% of supply—while maintaining $1 billion in cash. The firm continues to accumulate through volatility, targeting ownership of 5% of ETH supply even as it sits on over $3 billion in unrealized losses.
Boxing Day bonanza: $27 billion in bitcoin, ether options set for year-end reset
Author: Omkar Godbole | Date: December 22, 2025
Over $27 billion in BTC and ETH options expire on Deribit in a holiday ‘Boxing Day’ reset, with positioning skewed bullish (put-call ratio ~0.38) and BTC ‘max pain’ near $96,000. Despite the size, implied volatility has cooled, and thin seasonal liquidity could keep swings contained as traders roll positions into January.
Top DOJ official shut down enforcement against crypto companies while holding more than $150,000 in crypto investments
Author: Corey G. Johnson and Al Shaw | Date: December 22, 2025
ProPublica reports that Deputy Attorney General Todd Blanche halted DOJ crypto probes and disbanded a specialized enforcement team while still holding significant crypto investments, raising conflict-of-interest concerns among ethics experts. The episode spotlights broader debates over ethics, deregulation, and the administration’s pro-crypto policy priorities.
Hong Kong proposes new rules to tap insurance capital into cryptocurrencies
Author: Omkar Godbole, AI Boost | Date: December 22, 2025
Hong Kong’s Insurance Authority is advancing rules that would let insurers allocate to crypto, applying a conservative 100% risk charge on direct holdings and risk-adjusted charges for stablecoins. Public consultation is slated for February–April 2025, signaling a potential new channel for institutional capital despite strict capital buffers.
Binance opens up ways for users to generate income using ETH options
Author: Omkar Godbole, AI Boost | Date: December 22, 2025
Binance now allows users to write ether options, bringing a pro-style income strategy to a broader audience with margining and suitability checks. The exchange also rolled out platform upgrades for speed, data, and strike granularity, plus fee discounts across ETH, BTC, BNB, and SOL options to spur liquidity.
Ethereum hit harder than bitcoin as $952 million exits crypto funds—here’s why
Author: Lockridge Okoth | Date: December 22, 2025
Digital asset investment products saw $952 million in weekly outflows, driven largely by U.S. regulatory delays around the Clarity Act and renewed whale-selling concerns. Ethereum bore the brunt with $555 million in outflows, while bitcoin lost $460 million; selective inflows to Solana and XRP and regional resilience in Canada and Germany highlight a bifurcating investor stance.
Bullish bitcoin plays on Bitfinex swell to highest since early 2024
Author: James Van Straten | Date: December 22, 2025
Bitfinex margin longs climbed to roughly 72,700 BTC, signaling aggressive dip-buying through the recent drawdown from above $126,000 to around $89,000. Historically, elevated margin longs on the venue have acted as a contrarian signal, suggesting a bottom may not yet be in place.
Taken together, these stories show a market pulled between macro tides, policy shifts, and structural forces—from record-breaking gold and looming options expiries to evolving regulations in the U.S. and Hong Kong. Institutional behavior is diverging, with some piling into ETH treasuries and options strategies while others retreat amid uncertainty. As we close out the year, risk management and regulatory clarity remain the twin levers that will shape crypto’s next big move.
