Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast — November 23, 2025
Today’s podcast episode was created from the following stories:
Власти США разглядели угрозу национальной безопасности в ASIC-майнерах Bitmain
By Павел Котов — November 22, 2025 | Source
The U.S. Department of Homeland Security is reportedly probing Bitmain’s ASIC miners under “Operation Red Sunset” to assess potential remote-control risks tied to espionage or sabotage, a concern heightened near critical infrastructure. Bitmain denies such capabilities, though older Antminer models had a remote-disable feature removed years ago; related national-security scrutiny has already influenced mine siting and supplier lists. The case underscores rising supply-chain risk management in U.S. mining just as domestic operators continue deploying tens of thousands of machines.
Bitcoin Treasuries to Move Beyond HODL to Yield, Hedging and Share Buybacks as NAV Discount Bites
By Krisztian Sandor, AI Boost | Edited by Cheyenne Ligon — November 22, 2025 | Source
With many digital-asset treasury stocks trading below the value of their bitcoin, analysts say the era of simple HODL is giving way to active reserve management. Suggested playbooks include conservative yield strategies, downside hedges, and counterparty diversification — and, where discounts are steep, selling BTC to fund share buybacks to defend NAV. The takeaway: disciplined, policy-driven treasury frameworks will likely separate leaders from laggards.
Bitcoin Greed & Fear Index Shows Extreme Pessimism, Tactical Bottom May Be Near: Analyst
By Omkar Godbole, AI Boost — November 22, 2025 | Source
10x Research’s Greed & Fear Index has sunk to a record low under 5, with its 21-day average near 10% — a zone that has historically marked tactical lows. While downside can persist, past patterns suggest the pace may slow and a short-term rebound is possible. Context matters: bitcoin recently bounced off roughly $80,880 but remains down double digits on the week and month.
Tom Lee Says Bitcoin, Ethereum Crash Wasn’t Macro But A ‘Software Bug’
By Not specified — Date not provided | Source
According to the headline, Tom Lee attributed the recent Bitcoin and Ethereum sell-off to a “software bug” rather than macroeconomic forces. If borne out, that would point to market microstructure or technical issues as the catalyst, not shifting fundamentals. Details were not provided in the supplied content.
Spot Bitcoin ETFs pull $238M as Ether funds snap 8-day outflow streak
By Amin Haqshanas — November 22, 2025 | Source
After a bruising $903 million outflow day, spot Bitcoin ETFs rebounded with $238.4 million in net inflows Friday, led by BlackRock’s IBIT, while even GBTC saw positive flows. Ether ETFs broke an eight-session losing streak with $55.7 million in inflows, and Solana products extended a multi-day inflow run. Derivatives positioning shows ETH traders cautiously adding longs as funding ticks higher, hinting at tentative stabilization.
Citadel Securities fuels Kraken as crypto firms pull $253m this week
By Lance Datskoluo — November 22, 2025 | Source
Despite a harsh market drawdown, seven crypto firms raised $253 million, headlined by Kraken’s $200 million strategic round from Citadel Securities at a $20 billion valuation. Investors are becoming more selective amid macro uncertainty, concentrating capital with top operators while trimming check sizes. Additional raises from Obex and BOB point to ongoing interest in stablecoin infrastructure and Bitcoin-Ethereum scaling.
Bitcoin mining news: Hashprice plunges to new low, 166 GW load forecast, and Cipher’s $830M Fluidstack extension
By Edwin Ziheng Wang — November 22, 2025 | Source
Hashprice slid to an all-time low around $36.97 per PH/day as fees dried up and difficulty relief remained modest, pressuring miner margins even as hashrate climbs. A report projects U.S. electricity load growth of 166GW by 2030, driven largely by AI data centers, stressing grid buildouts and energy markets. Amid the turbulence, Cipher Mining secured a 10-year, $830 million hosting extension with Fluidstack, including a $333 million revenue guarantee linked to Google, highlighting creative financing and the AI-mining infrastructure overlap.
Spot Bitcoin ETFs Hit Record $11.5 Billion Volume as Most Investors Slip Into Losses
By Not specified — Date not provided | Source
Spot bitcoin ETFs reportedly set a new daily volume record around $11.5 billion as many investors moved into loss-making territory. Elevated turnover alongside widespread drawdowns underscores how quickly sentiment can flip from euphoria to risk-off. The dynamic bears watching for signs of capitulation or stabilization in coming sessions.
ARK Invest wraps up week with Bitcoin ETF, Bullish, Circle, BitMine buys
By Amin Haqshanas — November 22, 2025 | Source
ARK continued buying into crypto exposure, adding nearly $600,000 of BTC ETFs and upping stakes in Bullish, BitMine, Circle, and Robinhood as crypto equities tried to rebound. The move follows one of the sharpest net-outflow days for U.S. spot BTC ETFs since launch, suggesting ARK is leaning into weakness. Earlier in the week, the firm also made sizable purchases across Coinbase, Nvidia, and others.
NYSE Approves Listings for Grayscale’s XRP and Dogecoin ETFs
By Not specified — Date not provided | Source
The NYSE has approved listings for Grayscale’s XRP and Dogecoin ETFs, signaling continued expansion of tradable crypto exposures in regulated wrappers. For investors, this widens access beyond bitcoin and ether, potentially deepening liquidity and institutional participation. Product specifics such as fees and initial AUM will be key to watch at launch.
Conclusion: From security scrutiny of mining hardware and record ETF volumes to evolving corporate BTC playbooks and resilient fundraising, this week showed a maturing, if volatile, crypto market. Fear is high and miner economics are tight, yet capital, infrastructure, and product innovation continue to advance. As we head into the new week, watch flows, treasury tactics, and energy buildouts — the levers most likely to shape near-term price action and long-term adoption.
