Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast — December 1, 2025
Today’s podcast episode was created from the following stories:
Is the Bitcoin Digital Asset Treasury Model Broken? Architect Partners Says No
A sharp pullback has tested Bitcoin-focused digital asset treasury (DAT) companies, but Architect Partners’ Elliot Chun argues the model isn’t broken—it’s being refined in real time. Chun outlines four DAT types and predicts consolidation, with many firms disappearing while a small cohort outperforms. He says the winners will pair treasury discipline with clear revenue strategies, with the top 5% potentially delivering outsized multi-year returns.
Bitcoin 2022 bear market correlation hits 98% as ETFs add $220M
New analysis shows BTC price action closely mirroring 2022, with daily and monthly correlations elevated and November ranking among the weakest months. Even so, spot crypto ETFs saw fresh inflows—around $220 million for Bitcoin—hinting at an early return of institutional appetite. If history rhymes, a sustained recovery may not arrive until well into Q1.
Fed rate-cut bets surge: Can Bitcoin finally break $91K to go higher?
Despite rising rate-cut odds and calmer macro signals, Bitcoin’s upside remains capped as options demand skews toward puts and ETF inflows stay muted. Analysts say holding $90,000 is critical for bulls as sentiment normalizes and liquidity support improves. A cleaner break likely needs renewed ETF demand and a less defensive derivatives posture.
Chinese central bank doubles down on crypto crackdown as speculation resurfaces
The PBoC convened top regulators, prosecutors, and ministries to reiterate that crypto transactions remain illegal and to coordinate tougher enforcement. Officials aim to intensify monitoring, information sharing, and crackdowns, even as reports suggest illicit mining persists. Experts say a policy reversal that welcomes miners back is unlikely in the near term.
Crypto’s Yield Revolution Just Hit $400 Billion—And Traditional Finance Is 5 Years Behind
The piece highlights a milestone in crypto-native yield, claiming the sector has reached roughly $400 billion and suggesting traditional finance is lagging. It points to the rapid maturation of on-chain yield mechanisms and growing mainstream interest. Readers will find context on what’s driving the growth and how it could reshape capital markets.
Strategy will sell Bitcoin as ‘last resort’ if mNAV drops, capital is unavailable: CEO
Strategy CEO Phong Le says the company could sell BTC only as a last resort—if its valuation falls below net asset value and access to fresh capital dries up—to protect Bitcoin yield per share. He emphasized disciplined financing to meet sizable preferred dividend obligations and launched a “BTC Credit” dashboard to reassure investors. The long-term thesis on BTC as a scarce, non-sovereign asset remains central to the firm’s strategy.
BlackRock exec says ‘perfectly normal’ as IBIT sees $2.3B outflows in Nov
BlackRock’s Cristiano Castro framed IBIT’s roughly $2.34 billion in November outflows as typical for a liquid, retail-heavy ETF during market compression. He noted the product’s rapid ascent and sizable asset base, with modest inflows returning as BTC rebounded above $90,000. The firm remains confident in the ETF’s long-term trajectory.
Experts doubt China will lift bitcoin mining ban despite uptick and excess energy supply
Despite periodic speculation and reports of excess energy capacity, analysts remain skeptical that Beijing will reverse its mining ban. Policy priorities and energy goals continue to outweigh potential mining-related economic benefits. The takeaway: don’t expect a policy U-turn soon.
Best Wallet: tutta la sicurezza del portafoglio crypto All-in-One
This review spotlights Best Wallet, a non-custodial, multi-chain Web3 wallet that blends MPC security, biometrics, presale access, and an integrated DEX aggregator and staking. Aiming to simplify active investing without KYC, it positions the $BEST token for utility-driven perks like lower fees and governance. The pitch: an all-in-one toolkit for users seeking both security and early-stage opportunities.
Bitcoin Miner Behavior Confirms Local Bottom Formation At $80,000 – Details
CryptoQuant analysis suggests miners entered an underpaid regime during BTC’s drop to ~$80,000, a pattern that has historically aligned with local bottoms after capitulation. With price stabilizing around $90,000, improving miner profitability could support a renewed uptrend if BTC holds above key levels. The research underscores how miner revenue cycles can flag turning points.
