Bitcoin/Crypto Daily Podcast — December 11, 2025

Today’s podcast episode was created from the following stories: a mix of macro catalysts, corporate treasury moves, market structure updates, and protocol progress that help explain where crypto stands right now — and what to watch next.

Crypto Markets Today: Fed Rate-Cut Hopes Lift BTC, ETH as Traders Brace for Volatility

Read the full story | By Oliver Knight, Omkar Godbole | December 10, 2025

Bitcoin and ether climbed ahead of an expected 25 bps Fed cut, with BTC near $92.3K and ETH leading. Derivatives and options flows point to near-term volatility and a potential sell-the-news risk, with BTC stuck between $88K–$94.5K and most altcoins lagging into the decision.

Bitcoin Holds Near $92K as Selling Cools, but Demand Still Lags

Read the full story | By Sam Reynolds | December 10, 2025

Flows stabilized with a $56.5M U.S. ETF inflow, but on-chain activity and spot CVD remain weak while derivatives positioning stays defensive. The rebound looks more like seller exhaustion than fresh demand, suggesting range-bound trade until inflows and activity improve.

Metaplanet Stock Jumps 12% as mNAV Climbs to 1.17, Highest Level Since Crypto Crisis

Read the full story | By James Van Straten (Edited by Oliver Knight) | December 10, 2025

Metaplanet’s mNAV rose to 1.17 — its highest since October — as bitcoin rebounded and shares jumped 12%. With 30,823 BTC (~$2.86B) against a ~$3.33B enterprise value, the valuation premium has returned even without new coin purchases since September.

Strive Starts $500M Preferred Stock “At-The-Money” Program for Bitcoin Purchases

Read the full story | By James Van Straten | December 10, 2025

Strive launched a $500M at-the-market offering for its 12% yielding SATA preferred shares to fund additional bitcoin buys and other corporate needs. The firm holds ~7,525 BTC and is pursuing acquisitions, even as its common stock trades near $1.

Eric Trump’s American Bitcoin and Anthony Pompliano’s ProCap Add to BTC Holdings

Read the full story | By James Van Straten | December 10, 2025

American Bitcoin Corp added 416 BTC to reach 4,783, lifting its Satoshis Per Share to 507 after recent volatility; shares are stabilizing after a flash crash. ProCap Financial bought 49 BTC to hit 5,000 and deployed tax-loss strategies, with both firms sitting mid-pack among public bitcoin treasuries.

Twenty One Capital Drops in NYSE Debut as Bitcoin Treasury Firms Face ‘Broader Re-Pricing’

Read the full story | By Not specified | December 10, 2025

Twenty One Capital debuted on the NYSE as XXI with more than 43,000 BTC (~$4B) on its balance sheet but slipped on day one. The weak start underscores a broader re-pricing of bitcoin treasury plays despite sizable holdings.

KindlyMD Turns to Kraken as Fourth Provider for Bitcoin-Backed $210M Loan at 8%

Read the full story | By James Van Straten | December 10, 2025

KindlyMD secured a $210M, 8% bitcoin-backed loan from Kraken to refinance prior credit lines, pledging at least $323.4M in BTC collateral (~3,500 BTC). Kraken becomes the company’s fourth lender this year; KindlyMD holds 5,398 BTC.

Bitcoin Volatility Is Still Compressing, Dimming Year-End Rally Outlook

Read the full story | By Omkar Godbole | December 10, 2025

Bitcoin’s 30-day implied volatility fell to 49% from 65% as the S&P 500’s VIX also eased, signaling a calmer tape. Matrixport says the compression lowers the odds of a year-end breakout, with the FOMC likely the last major catalyst before volatility drifts lower.

Blockstream Connects Lightning and Liquid for Faster, Private Bitcoin Payments

Read the full story | By Helene Braun, AI Boost (edited by Cheyenne Ligon) | December 10, 2025

Blockstream’s app now supports trustless atomic swaps between Lightning and Liquid, letting users pay Lightning invoices directly from LBTC without channel management. The self-custodial update aims to make fast, private bitcoin payments easier, with on-chain and hardware-wallet integrations on the roadmap.

Polkadot Rises 4% as Crypto Markets Stabilize

Read the full story | By CD Analytics, Will Canny; Edited by Stephen Alpher | December 10, 2025

DOT climbed about 4% to ~$2.21 after a sharp volume spike attempted a breakout toward $2.39 before momentum cooled. With support near $2.19 and the broader market firmer, the token appears to be consolidating while awaiting fresh volume.

Taken together, these stories show a market in wait-and-see mode: macro anticipation is curbing volatility, corporate treasuries continue to accumulate and refinance, and builders are shipping tools that make bitcoin easier to use. Whether the next leg is higher or just quieter, flows, volatility, and real network activity will tell the story from here.