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Crypto Talkies December 5th 2025

Tonight’s crypto tape had a little bit of everything: hardware scares, political money moves, ETF milestones, and a fresh round of “institutions are absolutely watching this space,” even as retail in the U.S. eases off the gas. Let’s start with the story that should make anyone using their phone as a wallet sit up. Ledger’s Donjon security team says it has found a critical, unpatchable flaw in MediaTek’s Dimensity 7300 Android chip (COMMON). With physical access and some serious electromagnetic pulse hardware, an attacker could get full control over a device. This is not a casual, everyday threat — you need specialized equipment and hands-on access — but for people storing significant crypto on affected smartphones, it’s a reminder that “hot” mobile storage is only as strong as the silicon inside. For larger balances, hardware wallets and multisig still look a lot more comfortable than a single Android chip. Money and politics crossed paths in the UK, where crypto and aviation invest...

Crypto Talkies December 5th 2025

Tonight’s crypto tape had a little bit of everything: hardware scares, political money moves, ETF milestones, and a fresh round of “institutions are absolutely watching this space,” even as retail in the U.S. eases off the gas. Let’s start with the story that should make anyone using their phone as a wallet sit up. Ledger’s Donjon security team says it has found a critical, unpatchable flaw in MediaTek’s Dimensity 7300 Android chip (COMMON). With physical access and some serious electromagnetic pulse hardware, an attacker could get full control over a device. This is not a casual, everyday threat — you need specialized equipment and hands-on access — but for people storing significant crypto on affected smartphones, it’s a reminder that “hot” mobile storage is only as strong as the silicon inside. For larger balances, hardware wallets and multisig still look a lot more comfortable than a single Android chip. Money and politics crossed paths in the UK, where crypto and aviation invest...

Crypto Talkies December 4th 2025

Ethereum’s latest brain upgrade, a brewing turf war over tokenized stocks, and a very rare green day for multiple majors – tonight’s crypto tape had a little bit of everything. Let’s start with the main character of the evening: Ethereum (ETH). The Fusaka upgrade is now live on mainnet, and the market noticed. Fusaka introduces PeerDAS, a data-availability upgrade that basically gives Ethereum more “bandwidth” for transactions while keeping its security and decentralization intact. Translation: faster transactions, lower fees, higher data capacity, and smoother UX for rollups and apps built on top. Investors liked what they saw. ETH jumped above $3,200, up around 4–5% in 24 hours and outperforming most majors. The move is being driven by a mix of technical optimism, better risk sentiment, and some notable “shark” wallets quietly adding to their ETH stacks. If Fusaka delivers on its promises, the upgrade could be remembered as the moment Ethereum quietly leveled up its scaling story w...

Crypto Talkies December 3rd 2025

Crypto wrapped up the day with a strange mix of “growing up fast” and “still as wild as ever.” On the one hand, institutions kept marching in. Bank of America is now telling wealthy clients that a 1–4% allocation to Bitcoin and other digital assets (BTC) is on the table, especially via ETFs. BlackRock’s CEO Larry Fink has gone from skeptic to calling Bitcoin a serious hedge as the firm leans into tokenization and stablecoins. Bitcoin itself is holding near recent highs, helping push total crypto market cap back toward $3.1 trillion, even as analysts warn there’s still a real chance it could revisit sub‑$80,000 levels by early 2026. The ETF wave is no longer just about Bitcoin. XRP-focused ETFs (XRP) are closing in on the $1 billion mark after a record-breaking 12‑day inflow streak, making them one of the fastest-growing crypto ETF products after Bitcoin. That momentum is spilling into price: XRP is bouncing off the $2 level, back above $2.20, helped by bullish funding rates, growing ...

Crypto Talkies December 2nd 2025

Sundown in crypto today felt less like a quiet fade to black and more like a split-screen movie: one side flashing red with liquidations and panic, the other quietly laying down the rails for the next phase of digital finance. On the market side, Bitcoin (BTC) put everyone through the emotional wringer. After a brutal selloff that saw BTC plunge over 30%, spark nearly $1 billion in liquidations, and drag down crypto-linked stocks like MicroStrategy and Coinbase, the mood looked grim. Fears around Japan’s rates, bond market jitters, and ETF outflows all converged into a classic “risk-off” moment, leaving retail investors badly shaken. But Bitcoin’s story didn’t end there. The same asset that dipped below $84,000 in a sharp, seemingly inexplicable downturn has since blasted past $90,000, powered by a pause in the Fed’s quantitative tightening, rising hopes for more rate cuts, and a wave of short liquidations. Demand for spot ETF exposure surged, with Vanguard clients unexpectedly pilin...

Crypto Talkies December 1st 2025

Red numbers, green shoots, and a whole lot of regulatory drama: that’s how crypto is easing into December. Bitcoin (BTC) kicked off the month in reverse, slipping below 86,000 after already logging one of its worst months of 2024 with a roughly 17 percent November drop and more than 500 million dollars in liquidations. A stronger yen and rising Japanese yields helped trigger deleveraging across risk assets, unwinding carry trades and putting extra pressure on BTC just as it repeatedly failed to hold above the 91,000 level. The pain has been broad: total crypto market cap slid back toward the 3 trillion dollar mark, with a single day wipeout of around 150 to 200 billion dollars. Altcoins didn’t escape. Ethereum (ETH) has been wobbling around the key 2,800 to 3,000 zone, managing to hold support so far even as some traders rotate into newer narratives and others talk up a possible move to 3,400 and beyond. Behind the scenes, institutional players are still positioning: BitMine Immersio...

Crypto Talkies November 28th 2025

Tonight’s Crypto Talkies lands in a market that can’t quite decide if it wants to panic or front‑run the next rally. On the blue‑chip side, Bitcoin (BTC) is doing its best roller‑coaster impression. After whales dumped over 9,000 BTC onto exchanges and dragged price down to seven‑month lows, it clawed back above the $90,000 mark and is now drifting in the low‑$90Ks. The rebound looks decent on the chart, but heavy whale and institutional selling is still hanging over the market like a storm cloud. If that wasn’t enough drama, JPMorgan filed for a leveraged, Bitcoin‑linked structured note. On paper, it’s a vote of confidence from TradFi. In practice, it has Bitcoin loyalists fuming over fears that complex Wall Street products could force treasuries and corporates holding BTC into awkward sell‑offs during volatility. Ethereum (ETH) is playing the quieter, more methodical game. Price has reclaimed the $3,000 level, and analysts are watching the $3,000–$3,400 zone as the line between “ju...