Sunday, November 30, 2025

Asia Morning Briefing: Bitcoin Slides on Japan Bond Spike and BOJ Hike Bets

Short-term Japanese yields reached their highest level since 2008, strengthening the yen and pressuring leveraged crypto positions during Hong Kong trading hours.

source https://www.coindesk.com/markets/2025/12/01/asia-morning-briefing-boj-rate-hike-bets-trigger-asia-selloff-and-bitcoin-slide

Bitcoin, Ether, XRP Slide as December Begins With 'Yearn Incident'

Major cryptocurrencies traded lower in early Asia as DeFi platform Yearn noted at "incident" in its yETH pool.

source https://www.coindesk.com/markets/2025/12/01/bitcoin-ether-xrp-slide-as-december-begins-with-yearn-attack

What mNAV Really Tells You About Bitcoin Treasury Companies — and Where It Falls Short

NYDIG’s research head questions how mNAV is used to assess bitcoin treasuries, arguing it masks key risks tied to capital structure and equity dilution.

source https://www.coindesk.com/business/2025/11/30/what-mnav-really-tells-you-about-bitcoin-treasury-companies-and-where-it-falls-short

Priced at Zero: How Brazil’s Méliuz Turned to Bitcoin to Escape a Treasury Trap

The company adopted a bitcoin treasury plan by deploying a strategy inspired by Metaplanet, with 66% shareholder approval, to mitigate negative returns from government bonds.

source https://www.coindesk.com/business/2025/11/30/priced-at-zero-how-brazil-s-meliuz-turned-to-bitcoin-to-escape-a-treasury-trap

Is the Bitcoin Digital Asset Treasury Model Broken? Architect Partners Says No

A sharp market pullback has exposed which BTC-focused public companies can actually execute, and which were never built for volatility.

source https://www.coindesk.com/business/2025/11/30/is-the-bitcoin-digital-asset-treasury-model-broken-architect-partners-says-no

Ethereum Developers Prep for Fusaka, Second Upgrade of 2025

The goal of the upgrade is to enable Ethereum to handle the large transaction throughput from the layer-2 chains that use the blockchain as their base layer.

source https://www.coindesk.com/tech/2025/11/26/ethereum-developers-prep-for-fusaka-second-upgrade-of-2025

Saturday, November 29, 2025

Bitcoin ETFs Are Now BlackRock’s Top Revenue Source, Exec Says 


The firm's US-listed spot bitcoin ETF IBIT, launched in January 2024, reached $70 billion in assets in record time and has generated hundreds of millions in fees.

source https://www.coindesk.com/business/2025/11/29/bitcoin-etfs-are-now-blackrock-s-top-revenue-source-exec-says

Meet the Billion-Dollar Crypto Founder Who Started Trading at 9 Years Old

Denis Dariotis, the youthful founder and CEO of cryptocurrency-focused trading software firm GoQuant, talks about building a billion-dollar-a-day trading startup during his formative years.

source https://www.coindesk.com/business/2025/11/29/meet-the-billion-dollar-crypto-founder-who-started-trading-at-9-years-old

Wednesday, November 26, 2025

New UAE Sweeping Banking Decree Looks to Cement Country’s Global Crypto Position

UAE’s new financial law brings crypto and blockchain into traditional finance and under Central Bank’s supervision.

source https://www.coindesk.com/policy/2025/11/26/new-uae-sweeping-banking-decree-looks-to-cement-country-s-global-crypto-position

APT Trades Little Changed, Undeperforms Wider Crypto Market Rally

The token has support around the $2.16 level and resistance at $2.31.

source https://www.coindesk.com/markets/2025/11/26/apt-trades-little-changed-undeperforms-wider-crypto-market-rally

Securitize Gets EU Green Light, Plans Tokenized Securities Platform on Avalanche

The tokenization firm set to run regulated infrastructure to issue and trade tokenized assets across the U.S. and EU.

source https://www.coindesk.com/business/2025/11/26/securitize-gets-eu-green-light-plans-tokenized-securities-platform-on-avalanche

Nasdaq ISE Files to Lift BlackRock IBIT Option Limits Into Top Tier Status

Filing comes amid rapid growth in IBIT options activity and a migration of open interest toward US regulated venues.

source https://www.coindesk.com/markets/2025/11/26/nasdaq-ise-files-to-lift-blackrock-ibit-option-limits-into-top-tier-status

Tuesday, November 25, 2025

Saturday, November 22, 2025

XRP Drops With Market as Bitcoin Weakness Pulls Altcoins Into Oversold Territory

Technical indicators suggest oversold conditions, but a break above $1.96 is needed to reverse the current downward trend.

source https://www.coindesk.com/markets/2025/11/23/xrp-drops-with-market-as-bitcoin-weakness-pulls-altcoins-into-oversold-territory

Hobbyist Miner Beats "1 in 180 Million Odds" to Win $265K Bitcoin Block Using Just One Old ASIC

The winning miner controls just 0.0000007% of Bitcoin’s total network hashpower, which recently hit a record 855.7 exahashes per second.

source https://www.coindesk.com/markets/2025/11/23/hobbyist-miner-wins-usd265k-bitcoin-block-using-just-one-old-asic

Turning ‘$11K to Half a Billion Dollars From Trading Memecoins’: Tales From a Crypto Wealth Manager

The chief of crypto-focused multi-family office Digital Ascension Group talks about his VIP services for wealthy holders of digital assets.

source https://www.coindesk.com/business/2025/11/22/turning-usd11k-to-half-a-billion-dollars-from-trading-memecoins-tales-from-a-crypto-wealth-manager

Bitcoin Treasuries to Move Beyond HODL to Yield, Hedging and Share Buybacks as NAV Discount Bites

As the bitcoin treasury frenzy fades, the HODL pitch isn't completely dead, but firm should consider active reserve management to stand out, analysts say.

source https://www.coindesk.com/business/2025/11/14/bitcoin-treasuries-to-move-beyond-hodl-to-yield-hedging-and-share-buybacks-as-nav-discount-bites

Thursday, November 20, 2025

Crypto Lobbyists Pitching Trump on Getting Things Done During Congress' Uncertainty

Industry groups signed a letter to President Donald Trump calling for new tax policy and agency action on initiatives apart from Congress' market structure work.

source https://www.coindesk.com/policy/2025/11/20/crypto-lobbyists-pitching-trump-on-getting-things-done-during-congress-uncertainty

Kalshi Raises $1B at $11B Valuation as Prediction Market Race Continues: TechCrunch

The CFTC-regulated exchange is gaining ground on crypto-native Polymarket, offering event contracts with fiat access and legal clarity.

source https://www.coindesk.com/markets/2025/11/20/kalshi-raises-usd1b-to-challenge-polymarket-in-usd11b-valuation-race-techcrunch

Anthony Scaramucci-Backed AVAX One Approves $40M Stock Buyback

Digital asset treasury firms are increasingly turning to share buybacks to arrest plunging stock prices as investor demand sours.

source https://www.coindesk.com/business/2025/11/20/anthony-scaramucci-backed-avax-one-approves-usd40m-stock-buyback

Trump's CFTC Pick, Mike Selig, Clears Hurdle on Way Toward Confirmation Vote

The day after his confirmation hearing, the Senate Agriculture Committee made a quick vote to push Mike Selig toward the overall Senate for a final vote.

source https://www.coindesk.com/policy/2025/11/20/trump-s-cftc-pick-mike-selig-clears-hurdle-on-way-toward-confirmation-vote

Tuesday, November 18, 2025

Asia Morning Briefing: BTC Market Stress Reveals a New Crypto Order

Market observers note stable XRP/BTC and ETH/BTC ranges and an unusually balanced top-20 ranking, signaling fundamentals-driven dispersion rather than a broad alt season.

source https://www.coindesk.com/markets/2025/11/19/asia-morning-briefing-btc-market-stress-reveals-a-new-crypto-order

Kraken Scores $800M Raise Backed by $200M Citadel Securities Investment

The funding, which values Kraken at $20B, accelerates plans to integrate traditional markets with crypto infrastructure across multiple regions.

source https://www.coindesk.com/markets/2025/11/18/kraken-scores-usd800m-raise-backed-by-usd200m-citadel-investment

'Permissionless Assets’: Robinhood’s 3-Phase Tokenization Plan to Disrupt TradFi

Robinhood is working on infrastructure developments, said Offchain Labs' A.J. Warner, including 24/7 trading, and leveraging technologies like Arbitrum Stylus for compatibility.

source https://www.coindesk.com/business/2025/11/18/permissionless-assets-robinhood-s-3-phase-tokenization-plan-to-disrupt-tradfi

Canada Approves Budget That Advances Policy for Stablecoins

The Canadian government narrowly won favor in Parliament for its budget push that includes a new policy governing stablecoins.

source https://www.coindesk.com/policy/2025/11/18/canada-approves-budget-that-advances-policy-for-stablecoins

Saturday, November 15, 2025

Is 2025 Worse Than 2022 for Crypto? Nic Carter and Kevin McCordic Offer Opposing Views

One camp frames 2025 as routine post-2022 consolidation, while another says attention has shifted to AI and clear crypto catalysts have thinned.

source https://www.coindesk.com/markets/2025/11/15/is-2025-worse-than-2022-for-crypto-nic-carter-and-mccordic-offer-opposing-views

Harvard Endowment Takes Rare Leap Into Bitcoin With $443M Bet on BlackRock's IBIT


The investment, which accounts for 20% of Harvard's reported U.S.-listed public equity holdings, is notable.

source https://www.coindesk.com/markets/2025/11/15/harvard-endowment-takes-rare-leap-into-bitcoin-with-usd443m-bet-on-blackrock-s-ibit

Alibaba to Use JPMorgan’s Blockchain for Tokenized Dollar and Euro Payments: CNBC

The technology aims to expedite transactions and eliminate intermediaries, enabling the direct transfer of digital currencies over a blockchain-based system.

source https://www.coindesk.com/business/2025/11/15/alibaba-to-use-jpmorgan-s-blockchain-for-tokenized-dollar-and-euro-payments-cnbc

State of Crypto: What's In the New Crypto Market Structure Draft?

The Senate Agriculture Committee released a draft text for its version of market structure legislation.

source https://www.coindesk.com/policy/2025/11/15/state-of-crypto-what-s-in-the-new-crypto-market-structure-draft

Crypto Liquidity Still Hollow After October Crash, Risking Sharp Price Swings

Despite calmer prices after October’s brutal leverage wipeout, bitcoin and ether market depth remains structurally thin, creating a more fragile trading environment.

source https://www.coindesk.com/markets/2025/11/15/crypto-liquidity-still-hollow-after-october-crash-risking-sharp-price-swings

Tuesday, November 11, 2025

Asia Morning Briefing: Bitcoin ETFs Pull In $300M as Traders Rush to Buy the Dip

After two weeks of heavy redemptions, U.S.-listed spot Bitcoin ETFs turned positive again, led by Fidelity and Ark, even as global fund flows remain uneven.

source https://www.coindesk.com/markets/2025/11/12/asia-morning-briefing-bitcoin-etfs-see-usd300m-return-to-net-inflows-as-traders-buy-the-dip

Bitcoin Miners Must Own Power—or Die Trying Before Next Halving, MARA CEO Says

With block rewards set to plunge, only miners with energy control or AI pivots are likely to survive, Thiel argues.

source https://www.coindesk.com/markets/2025/11/11/bitcoin-miners-must-own-power-or-die-trying-before-next-halving-mara-ceo-says

Ethereum Is ‘The Infrastructure’ for Wall Street, Says Former BlackRock Executive

Joseph Chalom is betting his next act on Ethereum, calling it the only chain institutions can trust to digitize finance.

source https://www.coindesk.com/business/2025/11/11/ethereum-is-the-infrastructure-for-wall-street-says-former-blackrock-executive

HBAR Declines 2.1% to $0.183 as Volume Spike Signals Technical Breakdown

Price action retreats from resistance as institutional selling emerges at key levels.

source https://www.coindesk.com/markets/2025/11/11/hbar-declines-2-1-to-usd0-183-as-volume-spike-signals-technical-breakdown

Sunday, November 9, 2025

Dogecoin Surges 6% as Trump Promised $2K Stimulus Brings Back 2021-Era DOGE, SHIB Rally Vibes

Former President Trump's comments on tariffs spurred interest in speculative assets, boosting meme coin sentiment.

source https://www.coindesk.com/markets/2025/11/10/dogecoin-surges-6-as-trump-promised-usd2k-stimulus-brings-back-2021-era-doge-shib-rally-vibes

XRP Surges 6% as Price Shows 'Higher Highs,' DTCC Lists Five Spot ETFs

Canary Capital, Bitwise, Franklin Templeton, and 21Shares filed amended S-1 registration statements for spot XRP exchange-traded funds, introducing standardized listing language designed to streamline SEC review under existing 8(a) procedures.

source https://www.coindesk.com/markets/2025/11/10/xrp-surges-6-as-price-shows-higher-highs-dtcc-lists-five-spot-etfs

Asia Morning Briefing: Bitcoin Rebounds as Polymarket Traders Bet U.S. Shutdown Will End Within Days

Prediction markets flipped overnight after Senate negotiators reached a bipartisan funding deal, sending crypto and risk assets higher on expectations that Washington will reopen before Veterans Day.

source https://www.coindesk.com/markets/2025/11/10/asia-morning-briefing-bitcoin-rebounds-as-polymarket-traders-bet-u-s-shutdown-will-end-within-days

Spain’s Civil Guard Arrests Alleged Leader of 260M Euro Crypto-Linked Ponzi Scheme

The alleged Ponzi scheme attracted over 3,000 victims by offering guaranteed returns on contracts tied to various assets.

source https://www.coindesk.com/business/2025/11/09/spain-s-civil-guard-arrests-alleged-leader-of-260m-euro-crypto-linked-ponzi-scheme

Saturday, November 8, 2025

The Great Korean Pivot: From Memecoins to Machine Chips

As crypto trading volumes collapse in South Korea, retail investors are flocking to the stock market, fueling a state-backed AI-driven rally that’s replaced altcoin mania with semiconductor fever.

source https://www.coindesk.com/business/2025/11/09/the-great-korean-pivot-from-memecoins-to-machine-chips

Long DATs, Short Futures: A New Wrinkle On The Basis Trade

As regulated futures proliferate across alts, the “long DAT, short futures” trade could become an ideal way for Wall Street to capture crypto yield without touching a wallet or suffering from the intense volatility that defines crypto as an asset class, argues CoinFund’s Chris Perkins.

source https://www.coindesk.com/opinion/2025/11/05/long-dats-short-futures-a-new-wrinkle-on-the-basis-trade

Friday, November 7, 2025

Thursday, November 6, 2025

Wednesday, November 5, 2025

Sunday, November 2, 2025

Dogecoin, Cardano Lead Selloff on Profit-Taking, Gold Pulls Back as China Ends Tax Rebate

Meanwhile, bitcoin selling by long-term investors has tripled since June, as buyers who entered near $93,000 take profits.

source https://www.coindesk.com/markets/2025/11/03/dogecoin-cardano-lead-selloff-on-profit-taking-gold-pulls-back-as-china-ends-tax-rebate

XRP Chart Turns Neutral, Repeated $2.55 Rejections Define Next Breakout Zone

Traders are closely monitoring the $2.49 support level, as sustained closes below could lead to further declines.

source https://www.coindesk.com/markets/2025/11/03/xrp-chart-turns-neutral-repeated-usd2-55-rejections-define-next-breakout-zone

Asia Morning Briefing: Cautious Calm Returns to BTC Markets as Traders Rebuild Risk

BTC holds near $110K and Ethereum trades around $3,900 as liquidations ease and market makers report clients slowly re-entering risk after the Fed-driven selloff.

source https://www.coindesk.com/markets/2025/11/03/asia-morning-briefing-cautious-calm-returns-to-btc-markets-as-traders-rebuild-risk

November Could Be the New October for U.S. Crypto ETFs After Shutdown Delays SEC Decisions

After October’s delays caused by the U.S. government shutdown, ETF issuers are finding new ways to bring spot crypto funds to market.

source https://www.coindesk.com/news-analysis/2025/11/02/november-could-be-the-new-october-for-u-s-crypto-etfs-after-shutdown-delays-sec-decisions

Circle platform promising tokenized gold, silver swaps is 'fake,' company says

The release, distributed on Christmas Eve, used Circle branding and claimed to quote executives, but a Circle spokesperson said it was ...