Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Bitcoin/Crypto Daily Podcast 12/28/2025
Welcome back! Today’s podcast episode was created from the following stories: a mix of market outlooks, security updates, regulatory moves, and institutional developments shaping the crypto landscape as we head into the new year.
Bitcoin saw bear market in 2025, ‘decade-long’ bull run ahead: Mow
Author: Ciaran Lyons | Date: 2025-12-27
Samson Mow argues 2025 was effectively a bear market and says Bitcoin could be on the cusp of a decade-long bull run, even as BTC sits roughly 9% down year-to-date and sentiment hovers in “extreme fear.” Other analysts are split: some see potential drops toward $60–65K in 2026, while others still expect an up year based on strengthening fundamentals. The debate underscores a fragile market mood with price well off October’s highs.
Bitmain Slashes ASIC Prices Amid Mining Industry Downturn
Author: Unknown | Date: Unknown
Bitmain is cutting ASIC miner prices as industry economics tighten, reflecting pressure on hash price, breakevens, and fleet efficiency. Lower hardware costs could help miners upgrade rigs and manage margins, but also signal ongoing stress that may drive consolidation.
Ripple Leverages Japanese Banking Giants to Drive XRP Ledger Activity
Author: Oluwapelumi Adejumo | Date: 2025-12-27T11:55:00Z
Ripple is backing the Japan Financial Infrastructure Innovation Program, offering $10,000 grants per startup and focusing on stablecoins, tokenized real-world assets, and credit infrastructure on XRPL, with support from Mizuho, SMBC Nikko, and Securitize Japan. Despite the institutional push, XRPL’s TVL has fallen from ~$120M to ~$62M, and it trails leading networks in tokenized assets—highlighting a gap Ripple aims to close by embedding deeper into Japan’s banking stack.
JPMorgan freezes accounts of two stablecoin startups over sanctions concerns: Report
Author: Amin Haqshanas | Date: 2025-12-27
JPMorgan reportedly froze accounts tied to BlindPay and Kontigo after flagging exposure to sanctioned jurisdictions via payments partner Checkbook. The bank says the move wasn’t anti-stablecoin, citing risk management and chargeback spikes, even as it explores potential crypto trading for institutions—illustrating the tightrope between compliance and innovation.
Why MicroStrategy’s Collapse Could Be the Next Black Swan for Crypto in 2026
Author: Mohammad Shahid | Date: 2025-12-27T02:30:00Z
MicroStrategy holds over 671,000 BTC and funds its position with heavy leverage and preferred equity, creating sizable annual servicing costs and a firm largely tethered to BTC’s price. The piece outlines tail risks: a deep BTC drawdown and tighter capital markets could stress the balance sheet, with potential market-wide feedback loops if forced selling occurs.
Coinbase CEO says reopening GENIUS Act is ‘red line,’ slams bank lobbying
Author: Amin Haqshanas | Date: 2025-12-27
Brian Armstrong says reopening the GENIUS Act is a “red line,” accusing banks of trying to block competition from stablecoin platforms. The law prevents issuers from paying interest directly but permits rewards through platforms; proposed changes could curtail those rewards even as Congress considers small stablecoin tax exemptions and relief for staking and mining income.
Ethereum TVL Could Surge 10× in 2026 as Institutional Adoption Grows
Author: Unknown | Date: Unknown
Industry experts see a potential 10x jump in Ethereum’s TVL by 2026, driven by institutional participation, maturing DeFi rails, and expanding real-world use cases. If realized, the shift would mark a new phase for on-chain liquidity and enterprise-grade applications.
Trust Wallet Exploit Drains $7M: Hundreds Of Users Affected
Author: Sebastian Villafuerte | Date: 2025-12-27T02:00:00Z
A vulnerability in Trust Wallet’s Chrome extension (v2.68) led to roughly $7M in losses across hundreds of users, with the team urging an immediate upgrade to v2.69. Investigators traced fund flows through multiple services, while the project committed to fully reimbursing victims—an important confidence signal amid already fragile market sentiment.
Bitcoin To Retest $85,000 As Bearish Technicals And On-Chain Weakness Align
Author: Semilore Faleti | Date: 2025-12-27T12:30:00
Analysts flag a descending triangle around the $85,000 support and note multi-year lows in exchange withdrawal transactions—signs of weak conviction and limited accumulation. If $85K breaks decisively, the setup could accelerate downside as liquidations and thin demand collide.
US Spot Crypto ETFs To See $50 Billion Inflows Next Year, Galaxy Digital Projects
Author: Ronaldo Marquez | Date: 2025-12-27T05:00:00
Galaxy Digital forecasts more than $50B in net inflows to US spot crypto ETFs in 2026, more than double 2025’s ~$23B, as wirehouses open access and new products launch. The firm expects a wave of spot altcoin and multi-asset ETFs, plus over a dozen crypto-related IPOs, signaling deepening institutionalization despite the recent drawdown.
Conclusion: From miner economics and wallet security to regulatory battles and ETF tailwinds, this week’s stories reveal a market balancing fear with foundational progress. Even as technicals wobble and risk hotspots emerge, institutional rails, regional programs, and product innovation keep moving forward—setting the stage for a pivotal 2026.
