Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast 10/31/2025
Welcome back to the show. Today’s podcast episode was created from the following stories:
The Fed Just Quietly Confirmed A Huge Bitcoin And Crypto Price Game-Changer
Bitcoin whipsawed after the Fed’s second straight 25 bps cut, sliding near $108,000 before rebounding above $111,000 as Chair Powell cooled expectations for a December cut. The bigger signal for risk assets: the Fed will halt balance-sheet runoff on December 1, a move some see as a liquidity boost that could favor crypto. Analysts say a softer dollar and returning liquidity may set a more supportive backdrop into the months ahead.
Crypto Markets Today: Bitcoin Tests $110K as Traders ‘Sell the News’ on Fed Cut, U.S.-China Deal
Markets shed roughly $80 billion as bitcoin retreated to the $110,000 support in a classic “sell the news” reaction to the Fed cut and a U.S.-China deal. Despite the pullback, futures open interest rose to $27.2 billion and funding normalized, pointing to resilient positioning. Altcoin performance was mixed, with XRP and XLM leading losses while the TRUMP token bucked the trend with gains.
Crypto Traders Take on $800M Liquidations as Fed’s Caution Sparks ‘Sell-the-News’ Reversal
Nearly $817 million in leveraged positions were liquidated as bitcoin dipped toward $108,000 before rebounding above $110,000, with longs taking the brunt. Powell’s cautious tone tempered hopes for another near-term cut, but the Fed’s plan to end quantitative tightening in December is being read as a medium-term positive for crypto. Analysts expect choppy trading near term with a potential tailwind as liquidity returns.
This Bitcoin Market Dynamic Commands Attention as Prices Surge Past $110K Ahead of $13B Options Expiry
Roughly $13 billion in BTC options expire Friday, with dealers sitting on net negative gamma around $100,000–$111,000—conditions that often amplify price swings. As expiry nears, hedging flows can intensify, potentially driving volatility around key strikes. Above $114,000, gamma turns positive, which could dampen moves if price breaks higher.
Plasma’s XPL Token Crashes 80% as Hype Fades Amid Woeful Debut
Plasma’s XPL has fallen more than 80% from its September high, sliding to about $0.31 amid waning demand and allegations—denied by the team—of market-maker shorting. On-chain activity lags expectations, with low throughput and limited current utility for XPL until staking arrives in 2026. Without a fresh catalyst, the token risks further declines and loss of relevance.
Circle’s USDC Overtakes Tether’s USDT in Onchain Activity as Regulation Drives Shift: JPMorgan
JPMorgan says USDC has surpassed USDT in on-chain activity as institutions gravitate toward regulated, transparent stablecoins, aided by Europe’s MiCA framework. USDC’s market cap has climbed 72% this year to $74 billion, boosted by growth on Solana and Base and integrations with Visa, Mastercard and Stripe. While USDT still dominates emerging markets, USDC’s compliance-first model could set the global standard.
DeFi Set to Challenge TradFi With $2T in Tokenized Assets by 2028: Standard Chartered
Standard Chartered forecasts non-stablecoin tokenized assets to reach $2 trillion by 2028 as stablecoin adoption fuels a self-reinforcing DeFi growth cycle. The bank sees tokenized money-market funds and listed equities leading, with broader expansion across funds, private equity, commodities, corporate debt and real estate. Regulatory clarity in the U.S. remains a key swing factor.
Flutterwave, Africa’s $31B Payment Provider, Taps Polygon for Cross-Border Payments
Flutterwave will integrate Polygon to power faster, lower-cost cross-border payments, with a pilot for enterprises like Uber this year and consumer remittances slated for 2026. The rollout is positioned as one of the largest real-world stablecoin deployments in emerging markets. It underscores how blockchain rails are increasingly being used to modernize high-friction payment corridors.
JPMorgan Upgrades Coinbase (COIN) to Overweight with $404 PT
JPMorgan reportedly upgraded Coinbase to Overweight with a $404 price target, signaling a more constructive outlook on the exchange’s prospects. The move highlights strengthening institutional sentiment toward crypto infrastructure. Investors will be watching for execution across trading, custody and partnerships as adoption broadens.
Citi, Coinbase Partner to Enhance Digital-Asset Payment Capabilities for Institutional Clients
Citi and Coinbase are partnering to enhance digital-asset payment capabilities for institutional clients, a sign of deepening ties between legacy finance and crypto-native platforms. The collaboration aims to streamline access to crypto rails for compliant, large-scale use cases. It’s another data point pointing to accelerating institutional integration.
