Latest / Bitcoin News Digest Podcast
Deep Dive 12/24/25
Executive Summary
The Bitcoin market is experiencing a period of structural friction, defined by a clash between bearish macroeconomic liquidity conditions and bullish long-term fundamental developments. The last 24-hours reveals a market grappling with a “good news is bad news” paradigm, where stronger-than-expected U.S. economic data dampens prospects for monetary easing, increasing the opportunity cost for non-yielding assets like Bitcoin. This has triggered a tactical retreat in crypto-specific liquidity, most notably evidenced by the first major net outflow from BlackRock’s IBIT ETF and…
The skinny
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