THE DCN NFT DROP (AND WHAT HAPPENS NEXT)
We minted three NFTs at $150 each. The piece is a square collage made up of every Daily Crypto News thumbnail from the era when we started doing individual episode artwork. It turned out really damn good. I’m genuinely proud of how it looks.
So first, a thank you to the three people who grabbed them: Steve, Jayson, and Kevin.
Each purchase includes two things. One, an immutable NFT on-chain. Two, a physical print that is currently being printed, signed by me, and mailed out. Hang it in your office, your garage, or wherever you want. That work represents years of consistency, repetition, and showing up every day.
Because of the interest, we’re going to mint a few more. Likely four to six. The price will be higher. The first three were intentionally priced low, and to be transparent, we basically broke even once you factor in design, printing, and shipping. These next ones will reflect what they actually cost to produce.
WHAT’S HAPPENING WITH THE PODCAST
This part matters.
We are not doing the daily podcast anymore. That doesn’t mean DCN is gone.
Paul McNeil is still doing the nightly roundup on substack, and I want to publicly say thank you to him. He’s been in this space for a long time, longer than most people realize, and he doesn’t get enough credit.
Kyle and the DCN writers are also still here. You’ll still see content. You’ll still get analysis. You’ll still see podcasts, just not daily. Expect somewhere between two to four shows a month.
We’re keeping the name Daily Crypto News because rebranding to “Weekly Crypto News” would be ridiculous. But this is about sustainability and quality, not grinding just to grind.
BITCOIN PRICE: WHAT I THINK IS ACTUALLY HAPPENING
I want to be very clear about this, because I’ve seen a lot of forced narratives flying around over the last couple of weeks. I don’t think Venezuela, Maduro, or any single geopolitical headline is what moved Bitcoin. That kind of thinking is way too neat and honestly doesn’t line up with how markets actually behave.
What this looks like to me is classic end-of-year behavior. People took profits. People harvested losses. Funds cleaned up their books. A lot of capital simply didn’t want exposure going into the final weeks of 2025, especially with a new administration, potential policy shifts, and tax considerations all sitting right in front of us. That’s not bearish. That’s cautious.
From a market structure standpoint, the move higher we saw recently looks more like short covering than fresh spot demand. Open interest came down as price went up. That tells you shorts were closing, not that a wave of new buyers suddenly piled in. That’s an important distinction, because rallies built on short covering don’t behave the same way as rallies driven by sustained inflows.
At the same time, sentiment is still weirdly negative. You’ve got no shortage of people calling for $40,000, talking about a full-on bear market, or claiming the cycle is over. Yet when you step back, the broader setup doesn’t really support panic. Liquidity conditions are likely to improve, rate cuts are still on the table, and regulatory clarity is actually better than it was a year ago. None of that screams collapse.
So where does that leave us? Probably in a period of chop and uncertainty. Sideways, maybe lower, maybe higher. Anyone telling you they know exactly what comes next is lying to you. What I do believe is that 2026 starts with a much cleaner slate than 2025 ended with. New incentives, new leadership, and capital that’s finally willing to make decisions again instead of sitting on its hands.
This doesn’t feel like the end of something. It feels like a reset. And those are usually uncomfortable right before they become obvious in hindsight.
Happy HODLing, everyone.
