Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast — November 2, 2025
Today’s podcast episode was created from the following stories:
‘This Is A Signal’—U.S. Treasury Secretary Sparks Wild Bitcoin Speculation As Traders Brace For Price Shock
U.S. Treasury Secretary Scott Bessent praised Bitcoin’s resilience on the white paper’s anniversary, a remark traders read as a bullish policy signal despite recent price jitters from $126,000 toward $100,000. He reiterated Treasury’s aim to grow a strategic Bitcoin reserve as ETFs keep accumulating BTC and markets bet on a more dovish Fed. Bitfinex analysts see a base case ramp toward $140,000 on ETF inflows and supportive macro conditions.
‘Bitcoin Never Shuts Down’: U.S. Treasury Secretary Marks Anniversary, Needles Democrats
Scott Bessent’s X post saluting Bitcoin’s uptime—and poking Senate Democrats amid a shutdown—doubled as a policy signal keeping crypto in the Washington conversation. The reaction split between technical purists disputing blanket resilience claims and market voices urging Treasury to turn rhetoric into reserve-building action. Context: a partial shutdown, ongoing policy momentum, and growing institutional attention to digital assets.
Satoshi’s Bitcoin Whitepaper Turns 17: From Cypherpunk Rebellion to Wall Street Staple
Seventeen years after its release, Bitcoin has scaled from cypherpunk roots to mainstream finance, with U.S. spot ETFs boasting over $62 billion in net inflows and $150+ billion in assets. Former skeptics across politics and Wall Street now back BTC, even as debates intensify over fees, Ordinals, and long-run threats like quantum computing. The tension between “store of value” adoption and peer-to-peer payment ideals remains a defining narrative.
DEX Volumes Surge Past $1 trillion Amid Investor Shift From CEXs
Perpetual DEXs processed a record $1.36 trillion in October, led by Hyperliquid, Lighter, and Aster, highlighting a structural shift toward on-chain venues. Incentives, transparency, and custody control are pulling traders from centralized exchanges, with DEX share of spot rising above 20% this year. Some activity was turbocharged by roughly $20 billion in forced liquidations during early-month volatility.
Bitcoin ends October in red, but now enters its biggest month for gains
Historically, November is Bitcoin’s strongest month, averaging 42% gains since 2013, though macro drivers will likely set the tone. Markets are weighing potential further Fed rate cuts, a pause in U.S.–China trade tensions, and the impact of a prolonged U.S. government shutdown on ETF approvals and broader risk appetite. Seasonality helps, but policy and liquidity remain the swing factors.
Bitcoin Mining News: Core Scientific blocks CoreWeave deal, CleanSpark plans Houston data center, and TeraWulf books second FluidStack deal
Core Scientific shareholders rejected the CoreWeave acquisition, keeping significant compute capacity in play for hyperscalers. Miners are pivoting toward AI/HPC: CleanSpark is expanding in Texas while TeraWulf inked a 25-year hosting deal with FluidStack. Even as some U.S. miners diversify, global hashrate surged past 1.1 ZH, with China and Russia seen as major contributors.
Stablecoins And Credit Unions Top Money20/20 Conversations In Vegas
Stablecoins dominated Money20/20, with credit unions emerging as unexpected protagonists thanks to the GENIUS Act enabling certain subsidiaries to issue tokens. Industry leaders framed stablecoins as the next payment rail and urged swift wallet and DLT integration to retain member relationships. The message: momentum is real, but pragmatic rulemaking and clarity are crucial for smaller institutions.
MiCA Won’t Save Us from a Stablecoin Crisis. It Might be Building One
This opinion argues MiCA’s focus on issuer reserves and micro risks overlooks macro fragilities as stablecoins scale into money-like instruments. The Bank of England’s proposed holding caps and the specter of offshore arbitrage underscore monetary-policy and financial-stability concerns. Bottom line: regulation may legitimize stablecoins without fully containing their systemic impact.
Sequoia and a16z pile in as crypto firms raise $3.9bn in October
Despite a sharp market deleveraging, 83 crypto startups raised $3.9 billion in October, pushing 2025’s total to over $21 billion. Standouts include Polymarket’s $2 billion strategic investment from ICE, Tempo’s $500 million Series A for a payments-focused blockchain, and Kalshi’s $300 million round led by Sequoia and a16z. Investor takeaway: capital is continuing to back core crypto and real-world finance integrations.
Solana ETFs see inflows for 4th consecutive day amid ‘capital rotation’ from Bitcoin, Ether funds
Spot Solana ETFs logged a fourth day of inflows—about $44.5 million Friday—while Bitcoin and Ether funds saw continued outflows. Analysts cite a rotation into newer narratives and staking yields, with Bitwise’s BSOL launching this week and advertising ~7% staking yield. More crypto ETFs are arriving, and Hong Kong’s first spot SOL ETF adds to the global momentum.
