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

• 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/

• CryptoSlate

• 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/

• ETF Database

• Bitcoin ETF: Massive $194M outflow — what is happening?
  https://www.cointribune.com/en/bitcoin-etf-why-are-institutional-investors-withdrawing-massively/

• Cointribune

• 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

• Because Bitcoin

• Spot Bitcoin ETFs bounce back with $54.8M in inflows on Dec 5
  https://cryptorank.io/news/feed/cdd1b-spot-bitcoin-etfs-inflow-reversal

• CryptoRank

• Bitcoin price action is no longer determined by exchanges – ETF flows as key metric
  https://cryptoslate.com/bitcoin-etf-market-structure-shift-institutional-flows/

• CryptoSlate

• Bitcoin’s bull market: A slowdown, not a breakdown
  https://cryptoslate.com/bitcoins-bull-market-a-slowdown-not-a-breakdown/

• CryptoRank

• 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

• FastBull

• Bitcoin stumbles into December after brutal November
  Business Insider

Institutions, Wall Street & Products

• 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/

• Reuters

• 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/

• Reuters

• 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/

• Reuters

• Vanguard finally allows crypto ETFs and mutual funds
  https://www.barrons.com/articles/vanguard-crypto-etfs-funds-bitcoin-investing-5c69c14c

• Barron's

• Strategy stock: Bitcoin proxy and analyst targets
  https://www.investors.com/news/mstr-stock-strategy-bitcoin-analyst-price-targets-upside/

• Investors

• B Hodl unveils Bitcoin treasury and Lightning strategy
  ADVFN UK

Regulation, Policy & Enforcement

• CFTC announces first listed spot crypto trading on US exchanges
  https://www.cftc.gov/PressRoom/PressReleases/9145-25

• CFTC

• 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/

• CryptoSlate

• Swiss and German police shut down major cryptomixer.io
  Reuters

• CRA crypto crackdown reaps millions but yields no criminal charges
  https://barrie360.com/cra-crypto-crackdown-reaps-millions/

• Barrie 360

• China renews crypto crackdown, targets offshore exchanges
  Decrypt

• Global Crypto Policy Review & Outlook 2025/26 – TRM Labs
  https://www.trmlabs.com/reports-and-whitepapers/global-crypto-policy-review-outlook-2025-26

• TRM Labs

State Adoption & Geopolitics

• 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/

• Stateline

• Texas becomes the first state to buy Bitcoin — what happens next?
  https://www.bitget.com/amp/news/detail/12560605082733

• Bitget

• Trump’s National Security Strategy ignores Bitcoin and blockchain
  (syndicated summary)
  Yahoo Finance

Mining, Infrastructure & Lightning

• 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
  The Guardian+1

• “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
  thebahnsengroup.com

• AI-fueled crypto scams are booming – TRM Labs data
  https://podcasts.apple.com/us/podcast/rabbit-hole-recap/id1622698349