Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast 11/27/2025
Today’s podcast episode was created from the following stories:
Pourquoi le Bitcoin s’effondre depuis octobre, les experts s’écharpent sur les causes
Author: Guillaume Serries | Date: 2025-11-26T17:09:00
Bitcoin has dropped about 36% since early October, sliding from above $126,000 to below $81,000 before a modest rebound. Analysts point to fading rate-cut hopes after Jerome Powell’s late-October remarks, institutional ETF outflows, legislative delays, profit-taking, and classic crash dynamics, while Deutsche Bank says BTC is trading more like high-growth tech in a tense macro backdrop. The bank warns institutional participation and geopolitics make this more than a simple technical pullback.
Etats-Unis : La fortune de Trump est-elle menacée par la chute du bitcoin ?
Author: Unknown | Date: Unknown
This report examines whether Bitcoin’s slide could dent Donald Trump’s net worth via any crypto-linked exposures. It underscores how sharp market swings can quickly reshape paper wealth and public narratives for high-profile figures. The broader takeaway: transparency and concentration around digital-asset holdings now matter in politics as much as in markets.
Crypto Markets Today: Altcoins Remain Subdued, MON Surges on Upbit Listing
Author: Unknown | Date: 2025-11-26T11:33:07
Altcoins were mostly flat, but MON spiked on news of a fresh Upbit listing. The move shows how exchange listings can spark idiosyncratic rallies even as broader crypto trades sideways. For traders, liquidity and listing catalysts remain key drivers of short-term volatility.
Cathie Wood Loads Up $93M More in Crypto Stocks — Circle, Coinbase, Block and Bullish
Author: Unknown | Date: Unknown
ARK Invest added over $93 million in crypto-related equities, including Coinbase, Block, Circle, and Bullish. The buys highlight ongoing institutional conviction in digital-asset infrastructure despite volatility. It also signals a targeted approach to gaining exposure across exchanges, payments, and tokenization plays.
Tout va pour le mieux pour les cryptomonnaies… Donc le bitcoin décroche !
Author: The Economist | Date: 2025-11-26T05:00:00+01:00
After hitting an all-time high near $126,000 in early October, Bitcoin slid into the mid-$80Ks by late November. The piece argues that mainstream acceptance has pulled crypto closer to broader markets, eroding the “digital gold” narrative. For an asset without cash flows, the absence of new bullish narratives can quickly sap momentum and raise contagion fears.
Bitcoin-Firma Strategy: Crash heißt Cash
Author: Jens Tönnesmann | Date: 2025-11-26
A skeptical programmer pits his views against the world’s largest corporate Bitcoin holder, arguing BTC’s hype cycles inevitably collapse. Despite a recent 20% decline, the article notes Bitcoin remains well above its five-year average, and institutional ownership could keep it from disappearing. The tension between leverage-fueled strategies and long-term resilience sits at the heart of the debate.
Strategy unveils new credit gauge to calm debt fears after Bitcoin crash
Author: Zoltan Vardai | Date: 2025-11-26
Strategy rolled out a new credit-rating dashboard and said it has a 70-year dividend runway even if Bitcoin stays flat, aiming to ease liquidation fears around digital-asset treasury (DAT) stocks. The company cites a debt “BTC Rating,” with asset-to-convertible-debt at 5.9x at $74K BTC and 2.0x at $25K, and an mNAV of 1.16, suggesting it could still raise equity. The message: diversified cash flows and structured financing reduce forced-selling risks in downturns.
Bitcoin final leverage flush below $80K is possible, warns analyst
Author: Martin Young | Date: 2025-11-26
Analyst James Check says a final “leverage flush” could wick BTC into the $70K–$80K zone, even after a major long-liquidation event. Others note sentiment and technicals are deeply oversold with a potential local bottom near $82K–$92K, while whales in the 1,000–10,000 BTC cohort are still distributing. The key confirmation to end the bearish phase would be a clear shift in whale behavior.
Institutions Turn to Purpose-Built Blockchains as Privacy Concerns Drive Shift Away from Ethereum
Author: Kamina Bashir | Date: 2025-11-26T05:00:00Z
Institutions are testing private and purpose-built chains over Ethereum to address privacy, compliance, and competitive sensitivities. Klarna launched its stablecoin on Tempo, while the Canton Network pitches granular privacy with high capital efficiency (reported ~$96 RWA TVL per $1 market cap vs Ethereum’s ~$0.03). The trend suggests a split: public chains for open ecosystems, specialized networks for institutional confidentiality.
Institutions Join the Rush as Zcash Becomes the New Treasury Favorite
Author: Kamina Bashir | Date: 2025-11-26T12:26:00Z
Two public companies boosted Zcash exposure: Reliance Global reallocated its digital-asset treasury entirely into ZEC, and Cypherpunk Technologies purchased 29,869 ZEC, bringing its holdings to 233,645 ZEC (~1.43% of supply). Backers cite ZEC’s privacy tech, compliance features, and recent outperformance—ZEC surged over 300% since October while BTC and ETH fell double-digits. It’s a bet that privacy-enabled assets can serve as institution-ready treasury tools.
Conclusion: Crypto’s week underscores a common thread—when macro winds shift and leverage gets tested, resilience hinges on structure and strategy. From institutional pivots (ARK’s equity buys, privacy chains, ZEC treasuries) to corporate balance-sheet signaling, the market is repricing risk while reshaping where and how value accrues. Whether Bitcoin’s next move is a final flush or a firming base, the playbook for institutions is getting clearer: manage leverage, prize privacy, and diversify exposure.
