BF192 - Top Bitcoin News - 11/30/25

The Bitcoin Fortress Podcast - Episode 192

November 30, 2025

Block Height 925894 | Moscow Time 1093 | Fees 1/1/1

 

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  Price, Market Structure & Macro

• CoinDesk – “Bitcoin Rebounds From 'Extreme Oversold' Levels; XRP Jumps 7%, ZEC Surges 14%” https://www.coindesk.com/markets/2025/11/23/bitcoin-rebounds-from-extreme-oversold-levels-xrp-jumps-7-zec-surges-14

• CoinDesk

• Yahoo Finance – “November Was Bitcoin’s Second Worst Month In 2025” https://finance.yahoo.com/news/november-bitcoin-second-worst-month-104148905.html

• Yahoo Finance

• Aurpay – “The 2025 Crypto Collapse: Why Bitcoin Dropped to $80k” https://aurpay.net/aurspace/bitcoin-crash-november-2025-market-analysis

• Aurpay

• HackerNoon – “Bitcoin's November 2025 Bloodbath: Dissecting the Perfect Storm Behind the $42,000 Crash” https://hackernoon.com/bitcoins-november-2025-bloodbath-dissecting-the-perfect-storm-behind-the-%2442000-crash

• Hacker Noon

• MarketWatch – “Bitcoin's Trading Around $86,000 as 'Tinkerbell' Effect Haunts Crypto, in Deutsche Bank's View” https://www.marketwatch.com/story/bitcoins-trading-around-86-000-the-tinkerbell-effect-is-haunting-crypto-says-deutsche-bank-aff9f2f7

• MarketWatch

• Bloomberg – “Bitcoin (BTC) Jumps Back Above $89,000 to Recoup Some Recent Losses” https://www.bloomberg.com/news/articles/2025-11-26/bitcoin-jumps-back-above-89-000-to-recoup-some-recent-losses

• Bloomberg

• Reuters – “Stocks, Bitcoin Edge Up as Investors Bank on Fed Rate Cuts” https://www.reuters.com/world/china/global-markets-wrapup-1-2025-11-27

• Reuters

• CryptoNews – “Why Is Crypto Up Today? – November 26, 2025” https://cryptonews.com/news/why-is-crypto-up-today-november-26-2025

• Cryptonews

• Bitcoin Magazine – “Bitcoin Price Down 30% From All-Time Highs as Market…” https://bitcoinmagazine.com/news/bitcoin-price-sits-down-over-30-percent

• Bitcoin Magazine

• Forbes – “Bitcoin Braced For A Huge Fed Price Earthquake After Sudden Flip” Forbes+1

  ETFs, Flows & Institutional Adoption

• CoinDesk – “ETF Outflows, Stablecoin Flows and DAT Reversals Signal Crypto Capital Flight” https://www.coindesk.com/markets/2025/11/23/etf-outflows-stablecoin-flows-and-dat-reversals-signal-crypto-capital-flight-nydig

• CoinDesk

• CoinDesk – “Bitcoin ETFs Have Bled a Record $3.79B in November” https://www.coindesk.com/markets/2025/11/21/bitcoin-etfs-have-bled-a-record-usd3-79-billion-in-november

• CoinDesk

• Farside – “Bitcoin ETF Flow (US$m)” https://farside.co.uk/btc

• Farside Investors

• SoSoValue – “US Bitcoin Spot ETF Dashboard” https://m.sosovalue.com/assets/etf/us-btc-spot

• SoSoValue

• Investors.com – “Bitcoin Tries To Find Footing; JPMorgan Upgrades These 2 Miners, Cuts Targets For Others” https://www.investors.com/news/bitcoin-jpmorgan-bitcoin-miners-cleanspark-cipher-iren-mara-riot

• Investors+1

• Investopedia – “Bitcoin Has Regained Some Ground. Strategy’s Michael Saylor 'Won’t Back Down'” https://www.investopedia.com/bitcoin-has-regained-some-ground-strategys-michael-saylor-wont-back-down-11856067

• Investopedia

• AInvest – “Bitcoin’s Institutional Adoption Surge: A Catalyst for Sustained Bullish Momentum in November 2025” https://www.ainvest.com/news/bitcoin-institutional-adoption-bull-cycle-beginning-2511/

• AInvest

• BTCC – “Bitcoin Institutional Adoption Accelerates as Robinhood …” https://www.btcc.com/en-IN/square/Bitcoin%20News/1223297

• BTCC

  Mining, Difficulty & AI

• Bitbo – “Bitcoin Mining Difficulty Set to Rise Amid Record-Low…” https://bitbo.io/news/bitcoin-mining-difficulty-rise/

• Bitbo

• Reuters – “Bitcoin Mining in China Rebounds, Defying 2021 Ban” https://www.reuters.com/world/asia-pacific/bitcoin-mining-china-rebounds-defying-2021-ban-2025-11-24/

• Reuters

• Yahoo / TheStreet – “Largest Private Gold Holder Shuts Down Bitcoin Mining …” https://finance.yahoo.com/news/largest-private-gold-holder-shuts-184024685.html

• Yahoo Finance

• TechRadar – “Is AI More Appealing Than Crypto Now? A Major Bitcoin Miner Has Decided to Pivot to AI Data Centers” https://www.techradar.com/pro/is-ai-more-appealing-than-crypto-now-a-major-bitcoin-miner-has-decided-to-pivot-to-ai-data-centers-heres-why

• TechRadar

  Regulation, Policy & Geopolitics

• Lowenstein – “Crypto Brief – November 26, 2025 (Bitcoin for America Act)” https://www.lowenstein.com/news-insights/newsletters/crypto-brief-november-26-2025

• Lowenstein Sandler

• CoinDesk – “State of Crypto: What Congress Has Left to Do This Year” https://www.coindesk.com/policy/2025/11/23/state-of-crypto-what-congress-has-left-to-do-this-year

• CoinDesk

• ICAEW – “The Future of Crypto Regulation: Key Considerations” https://www.icaew.com/insights/viewpoints-on-the-news/2025/nov-2025/the-future-of-crypto-regulation-key-considerations

• ICAEW

• Reuters – “China’s Central Bank Vows Crackdown on Virtual Currency, Flags Stablecoin Concerns” https://www.reuters.com/sustainability/boards-policy-regulation/chinas-central-bank-vows-crackdown-virtual-currency-flags-stablecoin-concerns-2025-11-29/

• Reuters

• U.S. DOJ – “Founders of Samourai Wallet Cryptocurrency Mixing Service Sentenced to Five and Four Years” https://www.justice.gov/usao-sdny/pr/founders-samourai-wallet-cryptocurrency-mixing-service-sentenced-five-and-four-years

• Department of Justice

• Bank Policy Institute – “BPInsights: November 8, 2025 (Stablecoin Risks & GENIUS Act)” https://bpi.com/bpinsights-november-8-2025/

• Bank Policy Institute

• Bloomberg – “China Accuses US of Orchestrating $13 Billion Bitcoin Hack” https://www.bloomberg.com/news/articles/2025-11-11/china-accuses-us-of-orchestrating-13-billion-bitcoin-hack

• Bloomberg

• DisruptionBanking – “Did the U.S. Steal $13 Billion in Bitcoin? China Says the Biggest Crypto Heist Ever Was a Black Ops Job” Disruption Banking

  Tech, Lightning, Privacy & RWAs

• CoinDesk – “VanEck CEO Concerned About Bitcoin’s Encryption and Privacy, Says Firm Could Walk Away” https://www.coindesk.com/markets/2025/11/23/vaneck-ceo-concerned-about-bitcoin-s-encryption-and-privacy-says-firm-could-walk-away

• CoinDesk

• CoinDesk – “On-Chain Stocks Could Misprice Over Weekends, Triggering Arbitrage Risks” https://www.coindesk.com/business/2025/11/23/on-chain-stocks-could-misprice-over-weekends-triggering-arbitrage-risks-redstone

• CoinDesk

• Voltage – “Why Lightning Is the Only Scalable Network for Stablecoins” https://www.voltage.cloud/blog/beyond-the-bottleneck-how-lightning-and-stablecoins-will-outscale-ethereum-for-global-payments

• Voltage

• Medium – “The Lightning Network Money Trail” https://liberlion.medium.com/the-lightning-network-money-trail-b9594243ee74

• Medium

• Reddit – “Stinger32LND Monthly Update — November 2025” https://www.reddit.com/r/lightningnetwork/comments/1owhc3g/stinger32lnd_monthly_update_november_2025/

• reddit.com

  Nation-State & Long-Term Adoption

• MillionMiner – “Nation-State Bitcoin Adoption Could Transform Markets – Expert Insight (22 Nov 25)” https://www.millionminer.com/news/2025/11/nation-state-bitcoin-adoption-could-transform-markets-expert-insight-22-nov-25/

millionminer.com