Bitcoin Fortress

🎙 Bitcoin Fortress Podcast — Episode 227
The Bear Market Exposes Everything
Date: August 2, 2026Block Height: 960749Moscow Time: 1584Fees: 1 / 3 /3
 
In this episode:
In this episode, we examine how the bear market is exposing weak security assumptions, fragile business models, and hidden leverage across the Bitcoin ecosystem. We cover the Coldcard vulnerability, Strategy’s evolving capital structure and preferred securities, Coinbase’s continuing losses, ETF flows, miner capitulation, the AI pivot, the Federal Reserve, the growing federal debt burden, the CLARITY Act, and the end of BitMEX. We also review the week’s major Bitcoin podcast themes, feature “Building Instead of Extracting,” and discuss all four Bitcoin Fortress books, including the newly released The Architecture of Money.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
Building Instead of Extracting - A Bitcoin Way of Life - Week 11https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-11
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
Follow me on Nostr:
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NEWS (July 26, 2026 – August 2, 2026)
Security & Self Custody
Coldcard vulnerability expands into major bitcoin thefthttps://www.coindesk.com/tech/2026/08/02/bitcoin-cold-wallet-attack-spreads-to-4-500-addresses-as-losses-near-usd89-million
Initial report on the coordinated attackhttps://www.coindesk.com/tech/2026/07/31/major-bitcoin-wallet-flaw-drains-594-btc-in-25-minute-sweep
Strategy / Bitcoin Treasury Companies
Strategy Q2 2026 Financial Resultshttps://www.strategy.com/press/strategy-announces-second-quarter-2026-financial-results_07-30-2026
Strategy earnings coveragehttps://www.barrons.com/articles/strategy-earnings-stock-price-ff30d6f8
Markets
Coinbase Q2 Earningshttps://investor.coinbase.com/
Coinbase reports third consecutive quarterly losshttps://www.reuters.com/business/finance/crypto-exchange-coinbase-reports-third-straight-quarterly-loss-trading-slowdown-2026-07-30/
Bitcoin ETF weekly flowshttps://www.coindesk.com/markets/2026/07/27/bitcoin-etfs-record-third-consecutive-weekly-inflows-despite-losses-of-usd465-million-to-end-week
NYDIG Quarterly Researchhttps://www.nydig.com/research/q2-2026-review-leverage-not-spot-demand-is-driving-bitcoin-while-value-and-momentum-buyers-wait?utm_source=chatgpt.com
Federal Reserve & Macro
Federal Reserve July FOMC Statementhttps://www.federalreserve.gov/newsevents/pressreleases/monetary20260729a.htm
U.S. Debt Clock (Treasury)https://fiscaldata.treasury.gov/datasets/debt-to-the-penny
Regulation
Latest CLARITY Act analysishttps://www.dwt.com/blogs/financial-services-law-advisor/2026/07/senate-updates-crypto-market-bill
SEC Crypto Task Forcehttps://www.sec.gov/securities-topics/crypto-task-force?utm_source=chatgpt.com
Mining
Bitcoin mining difficulty and miner capitulationhttps://www.bitbase.com/news/bitcoin-miner-capitulation-deepens-as-difficulty-falls-19-9
Ionic Digital Nasdaq debuthttps://www.reuters.com/technology/bitcoin-miner-ionic-digital-valued-225-billion-after-shares-fall-nasdaq-debut-2026-07-28/
Exchanges
HTX sanctioned by the European Unionhttps://www.reuters.com/business/finance/crypto-exchange-htx-included-eus-russia-sanctions-2026-07-24/
BitMEX announces shutdownhttps://www.reuters.com/business/cryptocurrency-exchange-bitmex-shut-down-2026-07-23/
Bitcoin Podcast Universe
What Bitcoin Didhttps://www.whatbitcoindid.com/
TFTChttps://www.tftc.io/podcast
Coin Storieshttps://talkingbitcoin.com/?utm_source=chatgpt.com
 

🎙 Bitcoin Fortress Podcast — Episode 225
The Grind Continues: Bitcoin, AI Power, CLARITY and the Fight Over BIP 110
Date: July 26, 2026Block Height: 959719Moscow Time: 1544Fees: 1 / 3 /3
 
In this episode:
In this episode, we examine Bitcoin's steady recovery as institutional ETF inflows improve and the market begins to stabilize despite rising oil prices, elevated real yields, and ongoing geopolitical uncertainty. We explore the growing convergence between Bitcoin mining and artificial intelligence infrastructure, the evolving economics of Bitcoin treasury companies, and the latest developments surrounding the CLARITY Act in Washington. We also dive into the spirited debate over BIP 110 and Bitcoin governance, recap the most insightful conversations from the Bitcoin podcast universe, feature Week 10 of A Bitcoin Way of Life, and share an update on all four Bitcoin Fortress books—including a teaser for what's coming next.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
Hope Without Illusion - A Bitcoin Way of Life - Week 10https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-10
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
Follow me on Nostr:
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NEWS (July 19, 2026 – July 26, 2026)
Bitcoin market and macro
Bitcoin Rally Faces Key Test at $68,000 — CoinDesk
Optimistic Signals Meet a $68,000 Wall — The Block
Bitcoin Hits One-Month High Above $66,000 — CoinDesk
Morgan Stanley Bitcoin ETF Nears $400 Million — Bitcoin Magazine
Bitcoin Bulls Face a Historic Real-Yield Test — CoinDesk
Bitcoin Retreats as Oil Tops $85 — CoinDesk
Bitcoin Wilts as Oil and Rates Rise — CoinDesk
VanEck Mid-July 2026 Bitcoin ChainCheck — VanEck
Mining, AI, and treasury companies
Hut 8 Signs $9.8 Billion AI Data-Center Lease — Reuters
Big Tech’s AI Backstops and TeraWulf — Financial Times
Smarter Web Company Sells Bitcoin to Repay Debt — Bitcoin Magazine
Strategy Bitcoin Sales Highlight Treasury-Company Pressure — Reuters
Jack Mallers Steps Down at Twenty One Capital — The Block
CLARITY Act and public policy
Fidelity Backs the CLARITY Act — Bitcoin Magazine
Senator Warren’s Statement on the Revised CLARITY Act — Senate Banking Committee
Progressives Pressure Senator Gillibrand Over Crypto Bill — Axios
State Department Freedom Technology Program — Bitcoin Magazine
Bitcoin Magazine News: Goldman Sachs, Kazakhstan and CLARITY Developments
Bitcoin protocol and podcast universe
Stephan Livera Podcast 757: Lyn Alden on BIP 110 and Fiscal Dominance
Stephan Livera Podcast 758: Daniel Buchner on BIP 110
Rabbit Hole Recap 417: The Grind Continues
 

🎙 Bitcoin Fortress Podcast — Episode 225
Date: July 19, 2026Block Height: 958758Moscow Time: 1547Fees: 1 / 3 /4
 
In this episode:
In Episode 225 of The Bitcoin Fortress Podcast, we examine one of the most consequential weeks for Bitcoin in recent months. We unpack the macro forces driving Bitcoin's price action, including cooler inflation data, Federal Reserve policy, and renewed geopolitical tensions. We take a deep dive into Strategy's Bitcoin sales and what they reveal about the emerging Bitcoin treasury-company model, explore the growing debate surrounding BIP-110 and the future of Bitcoin governance, and review important developments in regulation, institutional adoption, and global digital-asset policy. We also discuss the week's biggest themes from the Bitcoin podcast universe, including whether the traditional four-year cycle is evolving into a broader capital cycle, before featuring this week's Substack essay, A Bitcoin Way of Life – Week 9. As always, the focus is on cutting through the noise and helping you better understand the long-term forces shaping Bitcoin and the future of money.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
A Bitcoin Way of Life - Week 9https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-9
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
Follow me on Nostr:
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NEWS (July 12, 2026 – July 19, 2026)
News and Research
Bitcoin Price Jumps Over $65,500 on Soft Inflation Data — Bitcoin Magazinehttps://bitcoinmagazine.com/markets/bitcoin-price-jumps-over-65500
Federal Reserve Racing to Release Stablecoin Rules — Barron’shttps://www.barrons.com/livecoverage/fed-kevin-warsh-congress-testimony/card/fed-racing-to-release-stablecoin-rules-NO4hQNFK01hHRF8t9jpV
Bitcoin Falls Under $63,000 on U.S.-Iran Strikes and China Tensions — Bitcoin Magazinehttps://www.barrons.com/livecoverage/stock-market-news-today-071326/card/bitcoin-falls-as-new-round-of-u-s-and-iran-attacks-weigh-wvyBaTc7iWGOSaqYGNi2
Bitcoin Reclaims $65,000 as Inflation Cools and ETF Inflows Return — Investopediahttps://www.investopedia.com/bitcoin-clawed-its-way-back-over-usd65-000-here-s-why-and-what-to-know-now-12019866
Strategy Bitcoin Sales Shine Light on Faltering Treasury Companies — Reutershttps://www.reuters.com/legal/government/strategy-bitcoin-sales-shine-light-faltering-crypto-hoarding-companies-2026-07-13/
Foundry Asks Bitcoin Miners to Vote on BIP-110 — Bitcoin Magazinehttps://bitcoinmagazine.com/news/foundry-asks-bitcoin-miners-vote-bip-110
Michael Saylor Calls BIP-110 a Bad Idea — CoinDeskhttps://www.coindesk.com/tech/2026/07/19/bitcoin-s-biggest-advocate-michael-saylor-says-new-plan-to-clean-up-the-blockchain-is-a-bad-idea
BIP-110 Background, Proposal and Technical Analysishttps://bip110.org/articles
CLARITY Act Passage Odds Fall as Senate Delay Continues — CoinDeskhttps://www.coindesk.com/markets/2026/07/17/polymarket-traders-cut-clarity-act-passage-odds-to-record-low-as-senate-delay-drags-on
Trump Meets Senators in Push for CLARITY Act — Barron’shttps://www.barrons.com/articles/coinbase-global-cryptocurrency-trump-senate-8a5e43ac
U.S. Government Moves Seized Bitcoin and Ether to Coinbase Prime — CoinDeskhttps://www.coindesk.com/markets/2026/07/14/u-s-government-moves-usd288-million-in-seized-bitcoin-ether-to-coinbase-prime
Japan Reclassifies Cryptocurrency as Financial Assets — Reutershttps://www.reuters.com/legal/government/japan-recognise-cryptocurrency-financial-assets-nhk-says-2026-07-15/
Japan’s New Crypto Rules, Tax Framework and Potential ETFs — CoinDeskhttps://www.coindesk.com/policy/2026/07/15/japan-reclassifies-crypto-as-a-financial-asset-paves-way-for-tax-cuts
FATF Warns Organized Crime Is Exploiting Crypto Regulatory Gaps — Reutershttps://www.reuters.com/legal/government/organised-crime-groups-move-billions-through-crypto-global-financial-crime-2026-07-16/
T. Rowe Price Debuts ETF With Bitcoin and Crypto Exposure — Bitcoin Magazinehttps://bitcoinmagazine.com/news/t-rowe-price-debuts-new-bitcoin-etf
Crypto.com Secures $400 Million Citadel Securities Investment — Bitcoin Magazinehttps://www.reuters.com/legal/transactional/citadel-securities-invests-400-million-cryptocom-20-billion-valuation-2026-07-16/
Cloudflare x402 Integration Opens Door for Bitcoin AI Micropayments — Bitcoin Magazinehttps://bitcoinmagazine.com/business/cloudflare-x402-integration-opens-door-for-bitcoin-in-ai-agent-micropayments
SBI Holdings Acquires Majority Stake in Coinhako — Bitcoin Magazinehttps://bitcoinmagazine.com/news/sbi-holdings-takes-majority-stake-coinhako?utm_source=chatgpt.com
Keel Infrastructure Consolidates Bitcoin Mining Sites Into AI Campus — Bitcoin Magazinehttps://bitcoinmagazine.com/news/keel-infrastructure-to-consolidate
Podcast Universe
The End of the 4-Year Bitcoin Cycle — Why the Capital Cycle Is Next, with Alex Leishmanhttps://podcasts.apple.com/gb/podcast/bitcoin-magazine-podcast/id1459884105
Robinhood Chain, Onchain Lending and Bitcoin’s BIP-110 Debate — Galaxy Gridhttps://www.galaxy.com/insights/podcasts/galaxy-grid/robinhood-chain-onchain-lending-and-bitcoin-s-bip-110-debate
Why Bitcoin’s Lack of Yield Keeps Straining Treasury Companies — Unchainedhttps://podcasts.apple.com/nz/podcast/why-bitcoins-lack-of-yield-keeps-straining-its/id1123922160?i=1000775267617
Why Bitcoin Sovereignty Beats ETF Convenience — Bitcoin for Corporations Showhttps://pocketcasts.com/podcast/bitcoin-magazine-podcast/edc38ec0-5088-0137-f266-1d245fc5f9cf
 

🎙 Bitcoin Fortress Podcast — Episode 224
Date: July 12, 2026Block Height: 957731Moscow Time: 1560Fees: 1 / 1 /1
 
In this episode:
In this episode of The Bitcoin Fortress Podcast, we examine why Bitcoin’s price may be stuck in one of its longest consolidations while the network’s underlying infrastructure continues to strengthen. We cover the latest ETF flows, Strategy’s Bitcoin sale and what it means for corporate treasury models, the CLARITY Act, the new U.S. CBDC ban, quantum-computing preparedness, privacy advancements, global adoption, and the biggest themes from the Bitcoin podcast universe. The bear market may be testing conviction, but the long-term foundations of Bitcoin continue to advance.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
A Bitcoin Way of Life - Week 8https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-8
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
Follow me on Nostr:
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NEWS (July 5, 2026 – July 12, 2026)
Market structure, price and ETF flows
Bitcoin’s $60,000–$70,000 range becomes its third-longest consolidation
U.S. Bitcoin ETFs break a ten-day negative streak
Analysts say holder capitulation may signal a late-stage bear market
Bitcoin’s July gains face weak U.S. demand
Spot Bitcoin ETFs recorded their worst month since launch in June
The behavioral mistake hurting Bitcoin ETF investors
Strategy, digital credit and corporate Bitcoin
Strategy sells 3,588 Bitcoin for approximately $216 million
Strategy reports an $8.3 billion quarterly loss
Strategy sells Bitcoin after announcing its new capital playbook
Metaplanet explores Bitcoin-backed digital credit in Japan
Metaplanet announces its Bitcoin-backed credit study
Washington, regulation and financial control
New Senate CLARITY Act draft may arrive within days
The CLARITY Act and Congress’s approaching summer deadline
Four-year Federal Reserve CBDC prohibition becomes law
Housing legislation containing the CBDC prohibition passes into law
SEC prepares its Regulation Crypto proposal
New Hampshire rejects a $100 million Bitcoin-backed municipal bond
Additional details on the rejected New Hampshire Bitcoin bond
Security, quantum risk and privacy
Crypto firms prepare for the quantum-computing threat
BitGo announces quantum-risk management controls
BitGo adds quantum-risk controls to Bitcoin custody
SLP 753 — Dan Gould on Payjoin and Bitcoin privacy
Global adoption and financial infrastructure
Russia’s Alfa-Bank plans Bitcoin trading and custody
Swift launches a blockchain ledger with 17 banks
Japan’s domestic-investment push may support Bitcoin and gold
Bitcoin podcast universe
Stephan Livera Podcast
SLP 753 — Payjoin DevKit with Dan Gould
SLP 752 — Fedimint, community custody and Bitcoin in South Africa
 

🎙 Bitcoin Fortress Podcast — Episode 223
Date: July 5, 2026Block Height: 956807Moscow Time: 1598Fees: 1 / 1 /2
 
In this episode:
In this episode, we cover Bitcoin’s latest stress test: Strategy’s capital stack, weak ETF flows, miner pressure, macro volatility, and the broader question of discipline in a noisy market. We also look at this week’s Bitcoin podcast themes, feature A Bitcoin Way of Life — Week 7: Discipline Without Force, and connect it all back to building a stronger Bitcoin fortress over time.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
A Bitcoin Way of Life - Week 7https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-7
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
Follow me on Nostr:
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NEWS (June 28, 2026 – July 5, 2026)
Market and Macro
Bitcoin price near low $60,000s — CoinDeskhttps://www.coindesk.com/price/bitcoin
Bitcoin price and market data — CoinMarketCaphttps://coinmarketcap.com/currencies/bitcoin/
Weak jobs data helped Bitcoin reclaim $62K — Seeking Alphahttps://seekingalpha.com/news/4609678-weak-job-data-handed-bitcoin-a-lifeline-btc-price-reclaims-62k-who-else-helped
Dollar weakens after jobs report — Wall Street Journalhttps://www.wsj.com/finance/currencies/yen-consolidates-ahead-of-u-s-nonfarm-payrolls-report-94a64c4a
Gold heads for worst quarter in 13 years — Reutershttps://www.reuters.com/business/gold-set-fourth-monthly-fall-bets-fed-rate-hikes-2026-06-30/
Strategy / MSTR / STRC
Strategy enterprise value falls below Bitcoin holdings — Reutershttps://www.reuters.com/business/finance/strategys-valuation-falls-below-bitcoin-holdings-crypto-sentiment-sours-2026-06-29/
Strategy financial overhaul — Barron’shttps://www.barrons.com/articles/mstr-stock-buybacks-bitcoin-sales-f197e065
Strategy insiders buy STRC — Barron’shttps://www.barrons.com/articles/strategy-strc-preferred-stock-insider-buying-12b9ea17
Strategy buybacks and Bitcoin monetization program — CoinDeskhttps://www.coindesk.com/markets/2026/06/29/saylor-s-strategy-initiates-buybacks-bitcoin-monetization-program-lifts-strc-dividend
ETFs, Sentiment, and Flows
Bitcoin ETF record outflow streak — Decrypthttps://decrypt.co/price/bitcoin
Bitcoin ETF inflows return as exchange deposits spike — Decrypthttps://decrypt.co/372744/bitcoin-53k-exchange-deposits-jump-analysts-warn-increased-volatility
Coinbase Bitcoin premium negative streak — Stocktwitshttps://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-bitcoin-premium-negative-record-streak/cZmL9HzR7kL
Citi cuts Bitcoin target — Bitcoin Magazinehttps://bitcoinmagazine.com/news/citi-slashes-bitcoin-target-to-82000
Fidelity outlines factors that could end Bitcoin winter — Bitcoin Magazinehttps://bitcoinmagazine.com/news/fidelity-5-factors-bitcoin-crypto-winter
Mining and Network
Bitcoin mining energy and accidental forks study coverage — Live Sciencehttps://www.livescience.com/technology/computing/dead-end-bitcoin-mining-wastes-as-much-energy-as-switzerlands-entire-hydropower-generation-capacity
Bitcoin mining difficulty drops 10.09% — Yahoo Financehttps://finance.yahoo.com/markets/crypto/articles/bitcoin-mining-difficulty-drops-10-092553340.html
Treasury Companies and Bitcoin Equities
Public companies bought more Bitcoin than miners produced — SpendNodehttps://www.spendnode.io/blog/public-companies-bitcoin-buying-double-mined-supply-july-2026/
American Bitcoin reverse split — Bitcoin Magazinehttps://bitcoinmagazine.com/news/trump-backed-american-bitcoin-july-2
Dave Portnoy Bitcoin timing story — CoinDeskhttps://www.coindesk.com/markets/2026/07/05/barstool-s-portnoy-plans-to-hold-bitcoin-down-to-zero-after-timing-it-wrong-every-time
Podcast Universe
The Bitcoin Layer — Has Bitcoin Lost Its Narrative?https://podcasts.apple.com/ke/podcast/has-bitcoin-lost-its-narrative-fernando-nikolic/id1482455669?i=1000775361679
New Era Finance — Michael Saylor: They Want You To Sell Bitcoinhttps://podcasts.apple.com/dk/podcast/michael-saylor-they-want-you-to-sell-bitcoin/id1781211657?i=1000774835582
MSTR Today — Bitcoin’s New Weapon: How MSTR Is Winninghttps://podcasts.apple.com/ch/podcast/bitcoins-new-weapon-how-mstr-is-winning/id1782689243?i=1000775002163
MSTR Today — MSTR’s $733 Million Problem Wall Street Isn’t Talking Abouthttps://podcasts.apple.com/au/podcast/mstrs-%24733-million-problem-wall-street-isnt-talking-about/id1782689243?i=1000775336147
51 Insights — Jeff Booth on Bitcoin as protocolhttps://podcasts.apple.com/us/podcast/51-insights-whats-next-in-digital-asset-ai-and-business/id1745570063
Bitcoin Magazine Podcast — Ryan Long on Bitcoin culturehttps://podcasts.apple.com/ch/podcast/bitcoin-magazine-podcast/id1459884105
 

🎙 Bitcoin Fortress Podcast — Episode 222
Date: June 28, 2026Block Height: 955830Moscow Time: 1680Fees: 1 / 1 /2
 
In this episode:
Bitcoin is weak, but the monetary thesis is getting stronger. In Episode 222, we look at ETF outflows, Strategy pressure, the return of four-year-cycle anxiety, stablecoins becoming a banking and geopolitical battleground, the Fed’s quiet liquidity plumbing, the U.S.-Iran oil-dollar waiver, and why Bitcoin still stands apart as neutral money in a world of increasingly managed money.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
A Bitcoin Way of Life - Week 6https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-6
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
Follow me on Nostr:
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NEWS (June 21, 2026 – June 28, 2026)
Bitcoin / MarketsInvestopedia — Bitcoin’s rough 2026 and second-half outlookhttps://www.investopedia.com/what-to-expect-from-bitcoin-crypto-in-the-second-half-2026-11990861
Decrypt — 21Shares says Bitcoin has not broken the four-year cyclehttps://decrypt.co/371985/bitcoin-hasnt-broken-4-year-cycle-yet-21shares
CoinDesk — Strategy should pause Bitcoin buying, CryptoQuant sayshttps://www.coindesk.com/markets/2026/06/24/strategy-should-pause-its-bitcoin-buying-and-rebuild-cash-cryptoquant-says
CoinDesk — Strategy’s Bitcoin purchase fails to stir BTC pricehttps://www.coindesk.com/markets/2026/06/09/strategy-s-bitcoin-purchase-fails-to-stir-btc-price
Stablecoins / Banking / CBDCsThe Guardian — Community banks fight stablecoin legislationhttps://www.theguardian.com/technology/2026/jun/28/crypto-v-community-local-lenders-fight-stablecoins-law
OCC — GENIUS Act BSA and sanctions compliance standardshttps://www.occ.gov/news-issuances/bulletins/2026/bulletin-2026-28.html
Federal Register — Stablecoin issuer AML/CFT and sanctions rulemakinghttps://www.federalregister.gov/documents/2026/06/24/2026-12692/permitted-payment-stablecoin-issuer-anti-money-launderingcountering-the-financing-of-terrorism-and
Reuters — Bank of England softens stablecoin ruleshttps://www.reuters.com/world/uk/bank-england-softens-stablecoin-rules-final-framework-2026-06-22/
BIS — Stablecoins fall short as moneyhttps://www.bis.org/press/p260623.htm
Rep. Tom Emmer — Anti-CBDC Surveillance State Act sent to Senatehttps://emmer.house.gov/media-center/press-releases/whip-emmer-s-cbdc-ban-legislation-sent-to-senate
Macro / Dollar / GeopoliticsReuters — NY Fed official downplays asset-buying languagehttps://www.reuters.com/business/finance/ny-fed-official-plays-down-new-fomc-language-ample-reserves-system-2026-06-24/
Federal Reserve — June 17 FOMC statementhttps://www.federalreserve.gov/newsevents/pressreleases/monetary20260617a.htm
Reuters — U.S. authorizes Iranian oil sales amid peace talkshttps://www.reuters.com/business/energy/us-issues-iran-related-general-license-oil-sales-2026-06-22/
WSJ — U.S. allows Iran to sell oil in dollarshttps://www.wsj.com/world/middle-east/vance-says-iran-agreed-to-allow-nuclear-inspectors-back-in-209db17c
Mining / Energy / AITechRadar — Former crypto mining sites converted into AI cloud facilitieshttps://www.techradar.com/pro/cracks-in-the-crypto-world-this-top-data-center-provider-is-spending-usd500-million-to-turn-former-cryptomining-sites-into-ai-cloud-facilities
Data Center Dynamics — AiOnX acquires Genesis Digital Assets stakehttps://www.datacenterdynamics.com/en/news/aionx-completes-500m-genesis-digital-assets-deal-will-pivot-crypto-data-centers-to-ai/
 

🎙 Bitcoin Fortress Podcast — Episode 221
Date: June 21, 2026Block Height: 954724Moscow Time: 1560Fees: 3 / 4 /5
 
In this episode:
In Episode 221 of The Bitcoin Fortress Podcast, we examine the biggest Bitcoin and macroeconomic developments from June 14th through June 21st, including rising tensions in the Middle East and their impact on markets, the Federal Reserve's latest policy stance, ETF flow dynamics, Strategy's continued Bitcoin accumulation, the growth of Bitcoin treasury companies, miner capitulation and AI infrastructure trends, pension fund adoption, regulatory developments surrounding the CLARITY Act, and the ongoing global liquidity debate. We also explore the major themes emerging from the Bitcoin podcast universe, feature Week 5 of the "A Bitcoin Way of Life" series, discuss all four Bitcoin Fortress books including the newly released The Architecture of Money, and close with reflections on why Bitcoin's reliability remains one of its greatest strengths in an increasingly uncertain world.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
A Bitcoin Way of Life - Week 5https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-5
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
Follow me on Nostr:
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NEWS (June 14, 2026 – June 21, 2026)
Bitcoin, Iran and Strait of Hormuz
https://www.coindesk.com/markets/2026/06/21/bitcoin-holds-near-usd64-000-as-a-renewed-hormuz-threat-clouds-us-iran-ceasefire-talks
Federal Reserve Holds Rates
https://www.reuters.com/business/warsh-led-fed-expected-hold-interest-rates-steady-2026-06-17
June Bitcoin Options Expiry
https://www.coindesk.com/markets/2026/06/17/bitcoin-s-june-downturn-leaves-usd8-6-billion-in-options-out-of-the-money
ETF Flow Trends
https://www.coindesk.com/markets/2026/06/03/bitcoin-s-lack-of-fresh-investors-matters-more-than-strategy-s-sale-citi-says
ETF Outflow Analysis
https://bitcoinfoundation.org/news/crypto-etfs-news/etf-outflows-june-first-week
Strategy Bitcoin Purchases
https://www.barrons.com/livecoverage/stock-market-news-today-061626/card/bitcoin-falls-after-brief-tepid-recovery-on-u-s-iran-deal-hg6RdM4pazrNiWTetuOD
Michael Saylor Purchase Signal
https://crypto.news/michael-saylor-teases-fresh-strategy-bitcoin-buy-with-cryptic-dots-post
Bitcoin Treasury Companies
https://bitcoinfoundation.org/news/crypto-companies-news/strc-price-drop
SATA / STRC Discussion
https://bitcointreasuries.net
Mining Difficulty Adjustment
https://bitcoinfoundation.org/news/bitcoin-mining-news/btc-mining-difficulty-drops
Miners and AI Infrastructure
https://www.coindesk.com/markets/2026/06/16/bitcoin-miners-ai-pivot-faces-usd50-billion-reality-check-says-vaneck
Japanese Pension Fund Bitcoin Allocation
https://www.techtimes.com/articles/318787/20260621/japan-pension-fund-allocates-bitcoin-dollar-hedge-amid-regulatory-shift.htm
CLARITY Act Tracker
https://www.lw.com/en/us-crypto-policy-tracker/legislative-developments
European Regulatory Developments
https://www.fintechanddigitalassets.com/2026/06/mica-review-european-commission-launches-consultation-on-eu-cryptoasset-regulatory-framework/
Privacy Technology and Security
https://cointelegraph.com/news/aztec-exploited-21-million-previous-hack-slowmist
Podcast Universe
TFTC Podcasthttps://www.tftc.io
Stephan Livera Podcasthttps://stephanlivera.com
Coin Storieshttps://www.coinstories.com
The Bitcoin Layerhttps://www.thebitcoinlayer.com
 

🎙 Bitcoin Fortress Podcast — Episode 220
Date: June 14, 2026Block Height: 953666Moscow Time: 1564Fees: 1 / 1 /1
 
In this episode:
In Episode 220 of The Bitcoin Fortress Podcast, we examine the most important Bitcoin developments from June 7–14, 2026. We discuss the return of ETF inflows, the growing dominance of BlackRock and Fidelity in the Bitcoin ETF market, Strategy’s latest Bitcoin purchase and the evolving treasury-company landscape, mining profitability and the recent difficulty adjustment, stablecoin regulation under the GENIUS Act, the ongoing CLARITY Act debate, and the broader implications of AI, surveillance, and digital freedom. We also explore the major themes emerging from the Bitcoin podcast universe, including inflation, private-company Bitcoin treasuries, operational security, and post-quantum Bitcoin research. Finally, we feature A Bitcoin Way of Life – Week 4, reflect on Bitcoin as a discipline rather than merely an investment, and close with a reminder that while the fiat world grows increasingly complex, Bitcoin continues to do exactly what it was designed to do—produce blocks and provide a foundation for financial sovereignty.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
A Bitcoin Way of Life - Week 4https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-4
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
Follow me on Nostr:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
 
NEWS (June 7, 2026 – June 14, 2026)
Segment 1: Market Structure, ETF Flows & Institutional Adoption
Spot Bitcoin ETFs Snap Five-Day Outflow Streak
The Block – Spot Bitcoin ETFs Snap Five-Day Outflow Streak
BlackRock and Fidelity Are Quietly Turning Bitcoin ETFs Into a Two-Firm Market
CoinDesk – BlackRock and Fidelity Are Quietly Turning Bitcoin ETFs Into a Two-Firm Market
Bitcoin and Ether ETFs End Record Multi-Billion Dollar Outflow Streak
CoinDesk – Bitcoin and Ether ETFs End Record Multi-Billion Outflow Streak
Crypto Recovery Remains Uncertain as AI and IPO Mania Compete for Capital
CoinDesk – Crypto Recovery Remains Unsecure as SpaceX and Anthropic IPOs Loom
Segment 2: Corporate Bitcoin Treasuries
Strategy Purchases 1,550 Bitcoin
CoinDesk – Strategy Buys 1,550 Bitcoin and Builds $1 Billion Cash Reserve
Barron's Coverage of the $101 Million Purchase
Barron's – Strategy Buys $101 Million Worth of Bitcoin
Financial Times: Has Strategy Lost Its Nerve?
Financial Times – Has Strategy Lost Its Nerve?
Strategy Corporate Bitcoin Purchase History
Strategy – Bitcoin Purchase Tracker
Strategy Purchase Fails to Move Bitcoin Price
CoinDesk – Strategy's Bitcoin Purchase Fails to Stir BTC Price
Segment 3: Mining & Network Security
Hashrate Index Weekly Mining Roundup
Hashrate Index Roundup
Bitcoin Difficulty Chart
CoinWarz Bitcoin Difficulty Chart
Bitcoin Mempool & Fee Market
Mempool.space
Segment 4: Regulation, Stablecoins & Market Structure
BIS Working Paper on Stablecoins and Treasury Markets
BIS Working Paper 1270
U.S. Treasury Announcements
U.S. Treasury Newsroom
CLARITY Act Legislative Status
Congress.gov – CLARITY Act Tracker
Segment 5: Bitcoin, AI & Digital Sovereignty
Bitcoin DeFi Project Shuts Down
CoinDesk – Bitcoin DeFi Project Shuts Down After Users Never Arrived
Truth for the Commoner (TFTC)
TFTC
Signal Messenger
Signal
Mullvad VPN
Mullvad VPN

🎙 Bitcoin Fortress Podcast — Episode 219
Date: June 7, 2026Block Height: 952742Moscow Time: 1608Fees: 1 / 1 / 2
 
In this episode:
In Episode 219 of The Bitcoin Fortress Podcast, we break down one of the most volatile weeks Bitcoin has seen in months. We examine the sharp price correction, record ETF outflows, rising Treasury yields, and what tightening liquidity conditions may mean for Bitcoin going forward. We discuss Strategy's first Bitcoin sale since 2022, the growing risks and opportunities surrounding Bitcoin treasury companies, corporate accumulation from firms like Strive, the latest developments in the CLARITY Act and stablecoin legislation, mining and network fundamentals, and the major themes emerging from Bitcoin 2026 and the broader Bitcoin podcast universe. We also feature Week 3 of the "A Bitcoin Way of Life" series and discuss why conviction matters most when markets test it.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
A Bitcoin Way of Life - Week 3https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-3
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
Follow me on Nostr:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
 
NEWS (May 31, 2026 – June 7, 2026)
MARKETS, ETF FLOWS & PRICE ACTION
Bitcoin Near $60,000 Today vs. February: Institutional Sentiment Has Flippedhttps://www.coindesk.com/markets/2026/06/07/bitcoin-near-usd60-000-today-vs-february-institutional-mood-is-starkly-different
Bitcoin Loses $60,000, Falls to Weakest Price Since October 2024https://www.coindesk.com/markets/2026/06/05/bitcoin-loses-usd60-000-falls-to-weakest-price-since-october-2024
U.S. Bitcoin and Ether ETFs End Record Multi-Billion Dollar Outflow Streakhttps://www.coindesk.com/markets/2026/06/05/bitcoin-and-ether-etfs-end-record-multi-billion-outflow-streak
Bitcoin ETF Outflows Hit 13-Day Streak as $4.3 Billion Exitshttps://finance.yahoo.com/markets/crypto/articles/bitcoin-etf-outflows-hit-13-032224665.html
Bitcoin Slide May Have More To Do With AI Than Strategyhttps://www.coindesk.com/daybook-us/2026/06/02/bitcoin-s-slide-may-have-more-to-do-with-ai-than-strategy
STRATEGY, TREASURY COMPANIES & CORPORATE ADOPTION
Saylor's Strategy Sells Bitcoin for First Time Since 2022https://www.wsj.com/finance/currencies/saylors-strategy-sells-bitcoin-for-first-time-since-2022-05a531a8
Strategy Stock Drops After Rare Bitcoin Sale Tests "Never Sell" Narrativehttps://www.marketwatch.com/story/strategys-stock-drops-after-rare-bitcoin-sale-tests-never-sell-narrative-6aac9200
Strategy Sold Some of Its Bitcoin for the First Time in Yearshttps://www.investopedia.com/strategy-sold-some-of-its-bitcoin-what-to-know-mstr-stock-11987708
Public Company Bitcoin Holdings Trackerhttps://bitcointreasuries.net
REGULATION & POLICY
Senate Banking Committee Advances the CLARITY Acthttps://www.banking.senate.gov/newsroom/majority/chairman-scott-senate-banking-committee-advance-clarity-act-in-historic-bipartisan-vote
Treasury Department Statement on Stablecoin Regulationhttps://home.treasury.gov/news/press-releases/sb0435
Crypto Tax Legislation Could Move Separately From Market Structure Legislationhttps://tax.thomsonreuters.com/news/crypto-tax-bill-can-move-without-market-structure-law-ey-expert-says
MINING, NETWORK & PRIVACY
Hashrate Index Weekly Mining Rounduphttps://hashrateindex.com/blog/hashrate-index-roundup-june-1-2026
Bitcoin Difficulty Charthttps://www.coinwarz.com/mining/bitcoin/difficulty-chart
Bitcoin Privacy in 2026: A Practical Guidehttps://bitcoinmagazine.com/guides/bitcoin-privacy-in-2026-a-practical-guide
BITCOIN PODCAST ROUNDUP
Nik Bhatia: Stablecoins Are a Trojan Horse for Bitcoin | Bitcoin Policy Hour Ep. 35
Apple Podcasts: https://podcasts.apple.com/us/podcast/bitcoin-magazine-podcast/id1459884105
Spotify episode page: https://podcasters.spotify.com/pod/show/bitcoin-magazine-po/episodes/Nik-Bhatia-Stablecoins-Are-a-Trojan-Horse-for-Bitcoin--Bitcoin-Policy-Hour-Ep-35-e3ifkkc
The Quantum Debate Dominates Bitcoin 2026 | Bitcoin Policy Hour Ep. 36
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-quantum-debate-dominates-bitcoin-2026-bitcoin/id1459884105?i=1000766968549
Spotify episode page: https://creators.spotify.com/pod/profile/bitcoin-magazine-po/episodes/The-Quantum-Debate-Dominates-Bitcoin-2026--Bitcoin-Policy-Hour-Ep-36-e3j4kld
Bitcoin Magazine Podcast Feed
Spotify: https://open.spotify.com/show/1IxBiqXrUwWUgwiQwKWwxk
Apple Podcasts: https://podcasts.apple.com/us/podcast/bitcoin-magazine-podcast/id1459884105
 

🎙 Bitcoin Fortress Podcast — Episode 218
Date: May 31, 2026Block Height: 951860Moscow Time: 1359Fees: 1 / 1 / 2
 
In this episode:
This week on The Bitcoin Fortress Podcast, we look beyond the market noise and focus on the stories that matter most to Bitcoiners. We discuss the latest developments surrounding the CLARITY Act, why self-custody is increasingly being viewed as a fundamental civil liberty, the evolving economics of Bitcoin mining in an AI-driven world, and what recent Bitcoin Core and Lightning Network developments mean for network security. We also explore grassroots adoption through the Bitcoin Ireland conference, and review key themes emerging from the Bitcoin podcast universe. Finally, we feature the latest Bitcoin Fortress Substack essay, A Bitcoin Way of Life – Week 2, and share updates on the growing Bitcoin Fortress book library, including the newly released The Architecture of Money.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
A Bitcoin Way of Life - Week 2https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-2
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
Follow me on Nostr:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
 
NEWS (May 24, 2026 – May 31, 2026)
Bitcoin Development & Infrastructure
Bitcoin Optech Newsletter #407 (Core Lightning vulnerability disclosure, Bitcoin Core developer meeting notes, software releases)https://bitcoinops.org/en/newsletters/2026/05/29/
Policy & Regulation
Reuters — Senate Committee Advances Crypto Billhttps://www.reuters.com/legal/transactional/us-senate-committee-weigh-crypto-bill-milestone-digital-assets-2026-05-14/
Reuters — What's In The Senate's Landmark Crypto Bill?https://www.reuters.com/legal/transactional/what-is-us-senates-landmark-crypto-bill-2026-05-12/
CoinDesk — Latest Congressional Swing at Crypto Tax Reformhttps://www.coindesk.com/policy/2026/05/20/latest-congressional-swing-at-crypto-tax-reform-would-direct-irs-to-review-de-minimis-exemptions
Mining, Energy & AI
Bitcoin Miners Face AI Squeeze (Bitcoin Magazine)https://bitcoinmagazine.com/news/bitcoin-miners-face-ai-squeeze
The 2036 Issue: Bitcoin Mining Is Dead, Long Live the Miners (Bitcoin Magazine)https://bitcoinmagazine.com/print/the-2036-issue-bitcoin-mining-is-dead-long-live-the-miners
Hashrate Index Weekly Mining Rounduphttps://hashrateindex.com/blog/hashrate-index-roundup-may-25-2026/
Bitcoin Culture & Adoption
Bitcoin Ireland Conference Highlights Growing Grassroots Adoption (The Times)https://www.thetimes.com/world/ireland-world/article/bitcoin-ireland-conference-cryptocurrency-satoshi-nakamoto-eddie-hobbs-investing-tbmfwsvtw
The History and Future of Physical Bitcoin (Bitcoin Magazine)https://bitcoinmagazine.com/business/the-history-and-future-of-physical-bitcoin
Market Structure & Maturity
Trace Mayer on Bitcoin's Volatility Compression and Market Maturity (CoinDesk)https://www.coindesk.com/markets/2026/05/28/dnp-trace-mayer-bitcoin-s-volatility-compression-is-a-sign-of-maturity-not-weakness/
Corporate Bitcoin Adoption
Strategy's Bitcoin Buying Machine Slows as Capital Markets Tighten (Investor's Business Daily)https://www.investors.com/news/bitcoin-price-slumps-strategy-buying-power-strc-mstr-stock/
Bitcoin Podcast Universe
What Bitcoin Did – Who Really Controls Bitcoin? (Bitcoin Mechanic)https://www.whatbitcoindid.com/episodes
What Bitcoin Did – Bitcoin's Parallel Economy Is Starting (Brian De Mint)https://podcasts.apple.com/us/podcast/bitcoins-parallel-economy-is-starting-brian-de-mint/id1482455669?i=1000767986882
TFTC – AI Energy: What AI Can Learn From Bitcoin Minershttps://www.tftc.io/ai-energy-policy-bitcoin-miners-community-lessons/
TFTC: A Bitcoin Podcast (Apple Podcasts)https://podcasts.apple.com/us/podcast/tftc-a-bitcoin-podcast/id1292381204
Coin Stories – News Block: Strategy Selling Bitcoin Is Bullishhttps://podcasts.apple.com/us/podcast/news-block-strategy-selling-bitcoin-is-bullish-s-p/id1569130932?i=1000767092711
Coin Stories Podcast Episode Archivehttps://podcasts.apple.com/us/podcast/coin-stories-with-natalie-brunell/id1569130932