Sunday Dec 07, 2025
BF193 - Top Bitcoin News - 12/7/25
The Bitcoin Fortress Podcast - Episode 193
December 7, 2025
Block Height 926865 | Moscow Time 1094 | Fees 1/1/1
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Price, ETFs & Market Structure
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2025 was officially a wipeout year for US spot Bitcoin ETFs
https://cryptoslate.com/2025-was-officially-a-wipeout-year-for-us-spot-bitcoin-etfs-now-flat-yoy-and-down-48b-since-october/ -
Bitcoin ETFs bleed $3.4B as investors pull back, but YTD flows remain positive
https://etfdb.com/news/2025/12/05/bitcoin-etfs-bleed-3-4-billion/ -
Bitcoin ETF: Massive $194M outflow — what is happening?
https://www.cointribune.com/en/bitcoin-etf-why-are-institutional-investors-withdrawing-massively/ -
Bitcoin spot ETFs log $194.6M in outflows as basis trades unwind
https://becausebitcoin.com/post/bitcoin-spot-etf-outflows-basis-trade-ibit-boj-dec5-2025 -
Spot Bitcoin ETFs bounce back with $54.8M in inflows on Dec 5
https://cryptorank.io/news/feed/cdd1b-spot-bitcoin-etfs-inflow-reversal -
Bitcoin price action is no longer determined by exchanges – ETF flows as key metric
https://cryptoslate.com/bitcoin-etf-market-structure-shift-institutional-flows/ -
Bitcoin’s bull market: A slowdown, not a breakdown
https://cryptoslate.com/bitcoins-bull-market-a-slowdown-not-a-breakdown/ -
What to expect from Bitcoin price in December 2025
https://m.fastbull.com/news-detail/what-to-expect-from-bitcoin-price-in-december-news_6100_0_2025_4_13898_3/6100_BTC-USDT -
Bitcoin stumbles into December after brutal November
https://markets.businessinsider.com/news/currencies/bitcoin-price-outlook-crypto-selloff-etf-outflows-mstr-saylor-2025-12
Institutions, Wall Street & Products
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Strategy’s Saylor in talks with MSCI as index-exclusion threat looms
https://www.reuters.com/business/saylors-strategy-engaging-with-msci-potential-index-exclusion-2025-12-03/ -
Strategy’s leveraged ETFs hit hard by crypto slump
https://www.reuters.com/business/finance/strategys-leveraged-etfs-hit-hard-by-crypto-slump-2025-12-02/ -
Bank of America expands crypto access for wealth-management clients
https://www.reuters.com/business/finance/bank-america-expands-crypto-access-wealth-management-clients-2025-12-04/ -
Vanguard finally allows crypto ETFs and mutual funds
https://www.barrons.com/articles/vanguard-crypto-etfs-funds-bitcoin-investing-5c69c14c -
Strategy stock: Bitcoin proxy and analyst targets
https://www.investors.com/news/mstr-stock-strategy-bitcoin-analyst-price-targets-upside/ -
B Hodl unveils Bitcoin treasury and Lightning strategy
https://uk.advfn.com/newspaper/azflame/74674/b-hodl-unveils-bitcoin-treasury-and-lightning-network-strategy-pioneering-dual-funds-and-sustainable-yields
Regulation, Policy & Enforcement
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CFTC announces first listed spot crypto trading on US exchanges
https://www.cftc.gov/PressRoom/PressReleases/9145-25 -
CFTC leverage ruling opens the door for $25T giants to enter crypto
https://cryptoslate.com/cftc-leverage-ruling-finally-opens-the-door-for-25-trillion-giants-to-enter-the-crypto-market/ -
Swiss and German police shut down major cryptomixer.io
https://www.reuters.com/world/europe/swiss-german-police-shut-down-major-cryptocurrency-mixer-2025-12-01/ -
CRA crypto crackdown reaps millions but yields no criminal charges
https://barrie360.com/cra-crypto-crackdown-reaps-millions/ -
China renews crypto crackdown, targets offshore exchanges
https://decrypt.co/308939/china-renews-crypto-crackdown-targets-offshore-exchanges -
Global Crypto Policy Review & Outlook 2025/26 – TRM Labs
https://www.trmlabs.com/reports-and-whitepapers/global-crypto-policy-review-outlook-2025-26
State Adoption & Geopolitics
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Texas becomes the first state to buy Bitcoin as more states eye crypto
https://stateline.org/2025/12/04/texas-becomes-the-first-state-to-buy-bitcoin-as-more-states-eye-cryptocurrencies/ -
Texas becomes the first state to buy Bitcoin — what happens next?
https://www.bitget.com/amp/news/detail/12560605082733 -
Trump’s National Security Strategy ignores Bitcoin and blockchain
(syndicated summary)
https://nz.finance.yahoo.com/news/trumps-national-security-strategy-ignores-bitcoin-and-blockchain-150503677.html
Mining, Infrastructure & Lightning
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What to expect from Bitcoin price in December (miner margins, Bitmain probe, China hash rate)
https://m.fastbull.com/news-detail/what-to-expect-from-bitcoin-price-in-december-news_6100_0_2025_4_13898_3/6100_BTC-USDT - Cash App adds Bitcoin Lightning payments and stablecoin support
https://www.bitget.com/news/detail/12560605061785 - Bitcoin treasury companies should lean into the Lightning Network
https://ca.finance.yahoo.com/news/bitcoin-treasury-companies-lean-lightning-172923006.html
Narratives, FUD & Culture
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American Bitcoin Corp stock tumbles as Bitcoin slides
https://www.theguardian.com/us-news/2025/dec/02/eric-trump-bitcoin-mining-firm-stock-price -
“Bitcoin is the tulip bulb of our time” – Michael Burry
https://www.businessinsider.com/michael-burry-bitcoin-price-tulip-bulb-big-short-2025-12 - Why we do not own Bitcoin (and never will) – Bahnsen Group
https://bahnsen.co/2025/12/05/why-we-do-not-own-bitcoin-and-never-will/ -
AI-fueled crypto scams are booming – TRM Labs data
https://nypost.com/2025/07/26/tech/ai-fueled-crypto-scams-surging-in-nyc-and-beyond-expert-warns/
Podcast Episodes Mentioned
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What Bitcoin Did – Bitcoin, AI & The Fourth Turning | George Bodine
https://www.whatbitcoindid.com/episodes/bitcoin-ai-the-fourth-turning-george-bodine - What Bitcoin Did – How Broken Money Distorts Reality | Seb Bunney
https://www.whatbitcoindid.com/episodes/how-broken-money-distorts-reality-seb-bunney - TFTC #689 – Q3 2025 Monetary Base Update with Matthew Mežinskis
https://podcasts.apple.com/us/podcast/689-q3-2025-monetary-base-update-with-matthew-me%C5%BEinskis/id1292381204?i=1000739525119 - Rabbit Hole Recap (latest episode)
https://podcasts.apple.com/us/podcast/rabbit-hole-recap/id1622698349
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