Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast 11/30/2025
Today’s podcast episode was created from the following stories:
Spot Bitcoin ETFs break four-week outflow streak with $70M in weekly inflows
After four straight weeks of outflows totaling about $4.35 billion, US spot Bitcoin ETFs posted roughly $70 million in net weekly inflows, with Friday alone near $71 million. Flows were mixed—BlackRock’s IBIT saw $113.7 million in outflows while Fidelity’s FBTC and ARK 21Shares’ ARKB drew $77.5 million and $88 million—pushing cumulative ETF inflows to about $57.7 billion and net assets to roughly $119.4 billion (~6.5% of Bitcoin’s market cap). Spot Ether ETFs also reversed course with around $312.6 million in weekly inflows, lifting cumulative net inflows to about $12.94 billion.
China making plans to crack down on crypto payments and stablecoins
China’s central bank convened multiple agencies to address a resurgence in crypto activity and is preparing tighter enforcement against using crypto and stablecoins for payments and transfers. Officials cite scams, illegal fundraising, and unregulated cross‑border flows and are pushing for stronger monitoring to track suspicious transactions. While some state-linked firms are exploring stablecoin-based settlement, regulators are signaling stricter control as they weigh yuan‑backed options.
Bitcoin forms short-term bottom, $100K relief rally in sight: Analyst
Trader Mister Crypto argues Bitcoin may have carved a local bottom as the weekly RSI approaches 30 and whales reopen longs, setting up a possible relief rally toward $100,000–$110,000 near the 50‑week moving average. Macro hopes—like a potential end to quantitative tightening and speculation about another rate cut—could support a short-term bounce, though the broader trend still looks cautious. Sentiment has lifted from “extreme fear,” and Bitwise’s André Dragosch sees an asymmetric risk‑reward if macro expectations improve.
How a weakening US labor market is putting pressure on Bitcoin and crypto prices
This explainer examines how a weakening US labor market can pressure Bitcoin and crypto by dampening risk appetite and shifting rate expectations that tighten financial conditions. It underscores that all trading involves risk and encourages readers to do their own research.
Crypto sentiment moves up from ‘extreme fear’ after 18-day stretch
After 18 days in “extreme fear,” the Crypto Fear & Greed Index ticked up to “fear” at 28, a level traders often associate with local bottoms. Social sentiment has improved modestly after Bitcoin neared $92,000, but broader positioning remains risk‑off with “Bitcoin season” still in play. Bitwise’s André Dragosch adds that markets may be misreading the macro outlook, creating asymmetric upside.
El bitcoin se encamina a perder más del 16% en noviembre, su peor mes desde febrero
Bitcoin is on track to end November down more than 16%—its worst month since February—after hitting an intramonth low near $80,554 and falling over 27% from its Oct. 6 all‑time high. Analysts cite ETF outflows, Fed rate uncertainty, reduced stablecoin supply, and profit‑taking by long‑term holders as key drivers, with Ether and Solana also sliding over the month. Strategists remain cautious near term but see long‑term fundamentals intact.
New York company halts Bitcoin mining operations after fire breaks out
A fire at a New York facility forced a major Bitcoin miner, Greenidge, to halt operations, disrupting capacity and spotlighting the operational risks inherent in mining. The incident underscores how physical infrastructure events can ripple into production and revenue for publicly exposed miners.
CZ, Kiyosaki urge crypto buy as market enters “quiet equilibrium”
Binance’s CZ and author Robert Kiyosaki both urged buying during heightened fear as the Crypto Fear & Greed Index hovered around 20. The commentary comes amid stress from a weakening yen carry trade and rising BOJ yields, which may be forcing liquidations across risk assets; on-chain metrics like Net Realized P/L trending toward zero suggest a possible “quiet equilibrium.” Analysts see this reset as accumulation territory if metrics hold.
Why China’s Bitcoin mining activity is surging again after a 4-year crackdown
This explainer digs into why Bitcoin mining activity in China appears to be resurging despite a years‑long crackdown, outlining the evolving landscape for miners and regulators. It frames the associated risks and operational dynamics and reminds readers that every trading move involves risk.
Binance, Polymarket lead as VCs deploy $25bn into crypto companies
Venture and strategic investors have funneled nearly $25 billion into crypto companies in 2025, favoring compliance‑first, resilient businesses and sectors like centralized exchanges ($4.4B), prediction markets ($3.2B), and DeFi ($2.9B). Heavyweights from Paradigm and Sequoia to BlackRock, JPMorgan, and Goldman have been active, with notable raises including Binance’s $2B (led by MGX), Polymarket’s $2B (led by ICE), and Circle’s $1.1B IPO. The shift signals a maturing market with capital rotating toward firms whose revenue and unit economics justify valuations.
