Bitcoin Fortress

🎙 Bitcoin Fortress Podcast — Episode 233
The System is Getting Harder to Manage
Date: September 20, 2026Block Height: 967855Moscow Time: 1236Fees: 1 / 1 /1
 
In this episode: We return from vacation to a financial system that looks increasingly difficult to manage. The 10-year Treasury crosses 5%, Treasury expands its own bond buybacks, oil remains above $100, the Fed raises rates, and Japan hikes rates only to watch the yen weaken. Meanwhile, Bitcoin absorbs all of it and rallies back above $80,000. We dig into the failure of the CLARITY Act, the SEC's move toward tokenized stocks, continued institutional Bitcoin adoption, Strategy's evolving capital structure, and the security lessons from the Liquid and Coldcard exploits. Plus, we look at the latest themes across the Bitcoin podcast universe and this week's Bitcoin Fortress essay on building resilience instead of trying to predict the future.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
The Architecture of Resiliencehttps://bitcoinfortress.substack.com/p/the-architecture-of-resilience
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
The Sovereign Life
Follow me on Nostr:
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NEWS (September 6, 2026 – September 20, 2026)
Reuters — U.S. 10-Year Treasury Yield Breaks 5%US 10-year yields reach 5%, highest since 2023
Reuters — Treasury's $6 Billion Long-Bond BuybackEdgy bond investors unconsoled by Bessent's big buyback
Reuters — Oil Remains Above $100 Amid Middle East Supply DisruptionsOil slips as Saudi Arabia offers more crude via Oman
Reuters — Fed Raises Rates; Warsh Says Inflation Remains the ProblemWarsh says U.S. economy has strengthened, inflation is the problem
The Block — Bitcoin Reclaims $80,000 Despite Fed and CLARITY HeadwindsBitcoin reclaims $80,000 as crypto markets shrug off CLARITY setback
The Block — Bitcoin ETFs Pull In $433 Million on FridayBitcoin ETFs eke out positive week with $433 million Friday inflow
Reuters — Bank of Japan Raises Rates as Yen Remains Under PressureThe yen and Japan's changing rate environment
Bitcoin Magazine — CLARITY Act Fails to AdvanceCFTC chairman says agency will write crypto rules after CLARITY vote fails
SEC — Tokenized Stocks Get an Innovation ExemptionSEC issues Innovation Exemption for tokenized NMS stocks
Bitcoin Magazine — CFTC Moves Ahead After CLARITY FailureCFTC sends proposal to regulate crypto transactions following CLARITY failure
The Block — House Committee Advances Strategic Bitcoin Reserve BillHouse committee moves Bitcoin Reserve bill forward
Bitcoin Magazine — Deutsche Bank Moves Toward Bitcoin CustodyDeutsche Bank to debut Bitcoin custody for institutional clients
Bitcoin Magazine — Strive Reaches 25,000 BTCStrive snaps up more Bitcoin, bringing holdings to 25,000 BTC
Bitcoin Magazine — Strategy Repurchases STRC Instead of BitcoinStrategy buys back stock and skips Bitcoin purchase
Bitcoin Magazine — Liquid Exploit: 3,400 BTC Returned, 598.5 BTC RetainedLiquid gets 3,400 BTC back after on-chain talks
The Block — Coldcard Exploiter Continues Moving Stolen BitcoinColdcard exploiter moves another wave of stolen Bitcoin
Bitcoin Magazine — Swiss Bitcoin Pay Data BreachSwiss Bitcoin Pay suffers data breach
Bitcoin Magazine — Bitcoin Community Addresses Quantum RiskBitcoin community recognizes quantum computing risk
Bitcoin Magazine — Lightning Comes to BitBoxLightning lands on BitBox
U.S. Treasury — Iranian BitBank SanctionsTreasury sanctions network involving Iranian Bitcoin transfers
Podcast Universe
What Bitcoin Did — Lyn Alden: “The US Is Long-Term Insolvent”Listen / Show Notes — fiscal dominance, Treasury buybacks, $2 trillion deficits and what that means for Bitcoin.
What Bitcoin Did — Jeff Ross: “Can AI Actually Grow America Out of Its Debt?”Listen / Show Notes — the counterpoint: whether AI-driven productivity and manufacturing growth could materially change America's debt arithmetic.
What Bitcoin Did — Jameson Lopp: “AI Came for Bitcoin First”Listen / Show Notes — AI, Coldcard, Liquid, multisig and the accelerating arms race between attackers and defenders.
TFTC — Chris Drzyzga: “Bitcoin Playbook for Commercial Real Estate Owners”Listen / Show Notes — Bitcoin treasury strategy, capital structure, lending and even mining/waste-heat applications for commercial real estate.
TFTC — Mark Suman: “Building Privacy-First AI in an Age of Surveillance”Listen / Show Notes — privacy, open and verifiable AI, personal data and the risks of increasingly centralized AI systems.
TFTC — Sam Lyman: “China Is Funding the War on Data Centers”Listen / Show Notes — AI infrastructure, energy, data centers, open-source AI and the geopolitical competition surrounding compute.

🎙 Bitcoin Fortress Podcast — Episode 232
Bitcoin is Becoming the Escape Valve
Date: September 6, 2026Block Height: 965807Moscow Time: 1254Fees: 1 / 1 /2
 
In this episode, we look at a week where Bitcoin increasingly behaved like an escape valve from a strained monetary system. We cover the strong jobs report and renewed Fed pressure, rising Bitcoin-gold correlation, institutional adoption, corporate treasury accumulation, the CLARITY Act, El Salvador, the Trezor privacy breach, and the growing role of Bitcoin in places where traditional banking simply doesn’t work. Plus, we check in on the Bitcoin podcast universe, feature this week’s Bitcoin Fortress Substack, and talk about the new book, The Sovereign Life.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
The Family as a Sovereign Institutionhttps://bitcoinfortress.substack.com/p/the-family-as-a-sovereign-institution
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
The Architecture of Money
The Sovereign Life
Follow me on Nostr:
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NEWS (August 30, 2026 – September 6, 2026)
Reuters — Strong job gains put Fed hike back in focus Strong job gains signal Fed hike as Trump levels new rate-cut demand
Reuters — Trump threatens trade action if Fed doesn't cut Trump says if Fed doesn't cut rates, he'll stop trading with some nations
The Block — Bitcoin and gold correlation hits new highs Bitcoin and gold move in lockstep as debasement trade gains more steam
Bitcoin Magazine — Bitcoin's third-best August ever: Bitcoin Defies Seasonal Slump With Third-Best August Ever — September 1, 2026.
Fidelity / Bitcoin Magazine — Bear market may not be finished Bitcoin Bear Market May Not Yet Be Over, Says Fidelity
Reuters — Standard Chartered launches institutional spot Bitcoin trading in UAE Standard Chartered launches institutional spot crypto trading in UAE
Financial Times — Hargreaves Lansdown opens crypto ETN access Hargreaves Lansdown offers crypto ETNs
Bitcoin Magazine — IBIT beating VOO since launch BlackRock's iShares Bitcoin Trust Is Beating Top S&P 500 ETF
Bitcoin Magazine — Cornell Bitcoin Adoption Index When the Banks Don't Work, Bitcoin Does
Decrypt — Strategy resumes Bitcoin purchases Strategy Buys $370M of Bitcoin in First Purchase Since June
SEC filing — Strive purchases 1,800 BTC Strive August 31 Form 8-K
TFTC — Strategy challenges MSCI index proposal Strategy Fires Back at MSCI's Second Bitcoin Treasury Exclusion Push
The Block — Sberbank forecasts $46 billion in Russian crypto trading Russia's largest bank forecasts $46 billion in first-year crypto exchange trading
Bitcoin Magazine — SEC Chair Atkins expects CLARITY Act progress in September Bitcoin Magazine News
Bitcoin Magazine — National Sheriffs' Association drops CLARITY opposition Bitcoin Magazine latest news
The Block — IMF clarifies El Salvador Bitcoin purchases El Salvador has not used public funds to accumulate bitcoin since June 2025, IMF says
The Block — Trezor breach expands by another 67,000 customers Trezor says ShipMonk breach affected another 67,000 customers
Podcast universe: What Bitcoin Did — Bitcoin & the $40 Trillion Debt Reckoning with Nik Bhatia · TFTC — Michael Every: Stablecoins Are the New Petrodollar · Simply Bitcoin — Bitcoin's $82K Breakout Just Got REKT by the Fed · Café Bitcoin — Big Brother Was Opt-in
 

🎙 Bitcoin Fortress Podcast — Episode 231
The Debasement Trade Goes Mainstream
Date: August 30, 2026Block Height: 964763Moscow Time: 1265Fees: 1 / 1 /1
 
In this episode, we break down Bitcoin’s surge back above $80,000 and the growing recognition that this move may be about something much bigger than another risk-on rally. We look at the emerging debasement trade, Kevin Warsh’s hawkish Jackson Hole message, rising gold demand, institutional Bitcoin adoption, the shakeout among Bitcoin treasury companies, miners pivoting toward AI infrastructure, quantum-security developments, stablecoins, financial surveillance, and the latest fight over the CLARITY Act. We also tour the Bitcoin podcast universe, feature “The Courage to Be Early,” and preview the upcoming Bitcoin Fortress book The Sovereign Life.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
The Courage to Be Earlyhttps://bitcoinfortress.substack.com/p/the-courage-to-be-early
 
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 (August 23, 2026 – August 30, 2026)
Bitcoin / Markets
Reuters — Bitcoin rises above $80,000 as debasement fears boost momentum
The Block — Bitcoin records largest weekly dollar gain in history
The Block — Historic short squeeze may signal Bitcoin bull-market reset
The Block — CryptoQuant: $83K needed for bull-market confirmation
The Block — Bitcoin faces $81K–$86K resistance zone
The Block — BlackRock's Mitchnick on Bitcoin as a risk-off asset
The Block — Bernstein's $150K Bitcoin and debasement thesis
Macro / Hard Money
Federal Reserve — Kevin Warsh's Jackson Hole address
Reuters — Warsh signals Fed may need to raise rates
Reuters — Gold hits three-month high ahead of Jackson Hole
Bitcoin Treasuries / Mining
The Block — Strategy establishes $1.6B USD Cash pool
The Block — Strive acquires another 1,110 BTC
Financial Times — Bitcoin treasury companies undergo major shakeout
The Block — IREN's massive AI infrastructure buildout
Technology / Institutional Adoption
The Block — First quantum-resistant Bitcoin transaction demonstration
The Block — Charles Schwab expands crypto trading platform
The Block — SEC crypto custody rules move to White House review
Reuters — Japan explores blockchain settlement for equities and JGBs
The Block — Shinhan and Visa test stablecoin payment infrastructure
Policy
Reuters — Stand With Crypto endorses 32 House candidates as CLARITY stalls
Podcast Universe
The Bitcoin Layer — Bitcoin Just Failed Three Times
Simply Bitcoin — Bitcoin's Biggest Week Ever Just Exposed the Endgame
Café Bitcoin — Lightning, Quantum-Proof Transactions and the Surveillance State
The Bitcoin Way — The Real Reason Bitcoin Is Pumping
Simply Bitcoin — The Fed Is Trapped! Bitcoin Already Knows
 

🎙 Bitcoin Fortress Podcast — Episode 230
The Denominator Changed
Date: August 23, 2026Block Height: 963753Moscow Time: 1294Fees: 1 / 1 /2
 
In this episode: Bitcoin exploded higher this week as U.S. debt crossed $40 trillion, Treasury stepped into the long-bond market, the dollar weakened, and the debasement trade suddenly came roaring back. We dig into why Bitcoin and gold moved together, the return of major ETF inflows, Washington’s latest push on the CLARITY Act, the SEC’s new crypto framework, the growing tension between Bitcoin and corporate treasury wrappers, miners shifting power toward AI, and the continuing lessons from the Coldcard failure. We also check in on the Bitcoin podcast universe and finish with this week’s featured Bitcoin Fortress essay, “Optionality Is a Form of Wealth.”
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
Optionality is a Form of Wealthhttps://bitcoinfortress.substack.com/p/optionality-is-a-form-of-wealth
 
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 (August 16, 2026 – August 23, 2026)
U.S. Treasury expands long-term bond buybacksReuters — U.S. yields drop after Treasury offers liquidity supportReuters article
U.S. national debt crosses $40 trillionReuters — U.S. debt crosses $40 trillion thresholdReuters article
Treasury buybacks renew dollar-debasement concernsReuters — Treasury buyback renews dollar-debasement fearsReuters article
Gold and Bitcoin surge as Treasury intervention hits marketsReuters — Trading Day: Bessent makes his markReuters analysis
Bond markets question whether Treasury relief can lastReuters — Bonds bounce on U.S. buybacks, but relief may be briefReuters article
Bitcoin posts its strongest weekly move in roughly 2½ yearsReuters — Global stocks close out a tough week as bond yields and oil stay highReuters market wrap
Bitcoin ETFs record $517 million in net inflowsThe Block — Spot bitcoin ETFs report $517 million in net inflowsThe Block article
Bitcoin rallies through $72,000 amid massive short squeezeThe Block — Bitcoin’s rally pushes past $72,000The Block article
Bitcoin approaches $80,000 as liquidity conditions improveThe Block — Bitcoin surge toward $80KThe Block article
Trump pushes Congress on the CLARITY ActReuters — Bitcoin, crypto shares climb after Trump pushes CLARITY ActReuters article
Inside the White House meeting on crypto market structureThe Block — Inside Trump’s Oval Office CLARITY Act meetingThe Block article
SEC proposes new Regulation Crypto Assets frameworkThe Block — SEC proposes new crypto offering rulesThe Block article
OCC moves toward implementation of GENIUS Act stablecoin rulesThe Block — OCC races to finalize GENIUS Act stablecoin rulesThe Block article
Washington looks at bringing perpetual-futures markets onshoreThe Block — CFTC works to bring Hyperliquid-style markets into the U.S.The Block article
Metaplanet launches U.S. Bitcoin treasury platform with 2,100 BTCThe Block — Metaplanet and Super League launch U.S. Bitcoin treasury companyThe Block article
MSCI proposal raises new risks for Bitcoin treasury companiesThe Block — Strategy and Metaplanet face potential index changesThe Block article
Bitcoin miners continue shifting infrastructure toward AI and high-performance computingCoinShares — Bitcoin Mining and AI Infrastructure Continue to ConvergeCoinShares — Bitcoin Mining and Digital Power
Bitcoin holds firm even as yields and oil surgeCoinDesk — Bitcoin holds $64,000 as yields and oil drain risk appetiteCoinDesk coverage
Bitcoin Podcast Universe
What Bitcoin Did — “Bitcoin Is Running Out of Sellers” with Checkmate — August 18Apple Podcasts episode
What Bitcoin Did — “The Coldcard Disaster: Everything You Need to Know” with Lloyd Fournier & Nick Farrow — August 21Podbean episode
TFTC #784 — Chase Koch: “The Operating System for a Free Society” — August 19Direct TFTC episode page
TFTC Bitcoin Brief — “Implicit Yield Curve Control Is Here” — August 19Direct TFTC article
TFTC Bitcoin Brief — “Bitcoin Is Ringing the Fiscal Alarm” — August 21Direct TFTC article
 

🎙 Bitcoin Fortress Podcast — Episode 229
The Price is in a Bear Market.  Bitcoin Isn't.
Date: August 16, 2026Block Height: 962764Moscow Time: 1583Fees: 1 / 1 /1
 
In this episode: Bitcoin remains stuck in a frustrating bear market, but beneath the price action the network and its surrounding infrastructure continue to strengthen. This week we look at whale accumulation, ETF flows, miner selling, Strategy and the evolving Bitcoin treasury model, the convergence of Bitcoin mining and AI infrastructure, and the emergence of institutional Bitcoin-backed credit. We also examine the latest delay in the CLARITY Act, the SEC’s regulatory push, Tether’s first Big Four audit, growing Wall Street exposure, and another reminder about the importance of privacy and self-custody. Plus, we survey the Bitcoin podcast universe, feature “The Discipline of Enough,” and discuss why sometimes the hardest part of a Bitcoin bear market isn’t price pain—it’s time.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
The Discipline of Enoughhttps://bitcoinfortress.substack.com/p/the-discipline-of-enough
 
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 (August 9, 2026 – August 16, 2026)
Market Structure & Bitcoin Price
Bitcoin stuck as ETF inflows offset selling — CoinDeskhttps://www.coindesk.com/markets/2026/08/11/bitcoin-stuck-as-etf-inflows-offset-selling-but-inflation-data-could-spark-a-move
Bitcoin volatility returns to 2026 lows — CoinDeskhttps://www.coindesk.com/daybook-us/2026/08/14/volatility-exits-crypto-tradfi-markets-even-as-u-s-iran-risks-linger-sovereign-debt-rises
Bitcoin ETFs see first two-day August drawdown — CoinDeskhttps://www.coindesk.com/markets/2026/08/14/bitcoin-slips-as-u-s-inflation-fails-to-spark-gains-etfs-see-august-s-first-two-day-drawdown
Bitcoin's strongest hands appear to be accumulating — CoinDeskhttps://www.coindesk.com/markets/2026/08/11/bitcoin-s-strongest-hands-are-back-on-chain-data-show
Mining & Energy
Public miners add $1.78 billion of selling pressure — CoinDeskhttps://www.coindesk.com/markets/2026/08/12/one-overlooked-group-has-added-usd1-78-billion-of-selling-pressure-to-bitcoin-market
Why Bitcoin mining and AI are merging — Bitcoin Magazinehttps://bitcoinmagazine.com/bitcoin-for-corporations/ai-hyperscalers-are-pricing-bitcoin-miners-off-the-grid-heres-why-its-a-massive-win-win
Treasury Companies & Bitcoin Credit
Strategy sells Bitcoin for fourth consecutive week — MarketWatchhttps://www.marketwatch.com/livecoverage/stock-market-today-dow-s-p-500-nasdaq-soft-july-payrolls-fed-hike-trump-iran-war-nuclear-deal/card/bitcoin-takes-a-hit-after-strategy-sells-for-a-4th-straight-week-AlbzdhKbBdQD22vLpLzA
Strategy and Metaplanet face possible MSCI index exclusions — CoinDeskhttps://www.coindesk.com/markets/2026/08/14/bitcoin-holders-strategy-and-metaplanet-face-stock-index-exclusion-under-msci-s-new-proposal
Strategy responds to MSCI proposal — CoinDeskhttps://www.coindesk.com/markets/2026/08/14/strategy-says-msci-should-measure-markets-not-dictate-corporate-assets
Metaplanet introduces BitBonds — CoinDeskhttps://www.coindesk.com/markets/2026/08/13/bitcoin-treasury-company-metaplanet-unveils-bitbonds-with-usd1-3-million-private-debt-sale
Bitcoin-backed lending enters institutional era — CoinDeskhttps://www.coindesk.com/markets/2026/08/11/bitcoin-backed-lending-is-entering-its-institutional-era-two-prime
Institutional Adoption
UBS increases BlackRock IBIT position — Bitcoin Magazinehttps://bitcoinmagazine.com/news/ubs-buys-blackrock-bitcoin-etf
Goldman Sachs to acquire NEOS Investments — Bitcoin Magazinehttps://bitcoinmagazine.com/news/goldman-sachs-to-acquire-neos-investments
Regulation & Washington
CLARITY Act faces long odds after Senate delay — Reutershttps://www.reuters.com/legal/litigation/crypto-bill-faces-long-odds-after-senate-punts-vote-september-2026-08-10/
SEC sets meeting for Regulation Crypto proposal — CoinDeskhttps://www.coindesk.com/policy/2026/08/11/u-s-sec-sets-meeting-to-propose-reg-crypto-to-support-certain-digital-assets-offerings
SEC later cancels crypto rulemaking meeting — Investopediahttps://www.investopedia.com/market-update-bitcoin-falls-as-regulatory-hopes-are-dashed-price-btc-12059975
OCC grants conditional trust charter to World Liberty Financial — Reutershttps://www.reuters.com/world/us-regulator-approves-bank-charter-trump-backed-crypto-company-world-liberty-2026-08-14/
Stablecoins & Global Adoption
Tether completes first KPMG full audit — Reutershttps://www.reuters.com/world/americas/stablecoin-issuer-tether-says-kpmg-us-has-audited-its-2025-statements-2026-08-14/
Russia proposes regulated retail access to Bitcoin, Ether and USDT — CoinDeskhttps://www.coindesk.com/policy/2026/08/12/russia-moves-to-restrict-retail-crypto-trading-to-bitcoin-ether-and-usdt
Security
Trezor data breach exposes nearly 14,000 customer records — Bitcoin Magazinehttps://bitcoinmagazine.com/news/trezor-data-breach-leaks-customer-info
Macro
Fed expected to hold following softer July inflation — Reutershttps://www.reuters.com/business/traders-stick-narrow-bets-september-fed-hold-after-inflation-data-2026-08-12/
Podcast Universe
What Bitcoin Did — The $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di Bartolomeohttps://www.whatbitcoindid.com/
What Bitcoin Did — The Data Says Bitcoin's Bottom Is Already In | Mitchell Askew & John Haarhttps://www.whatbitcoindid.com/
TFTC Podcasthttps://www.tftc.io/podcast
 

🎙 Bitcoin Fortress Podcast — Episode 228
The System is Stronger Than the Components
Date: August 9, 2026Block Height: 961755Moscow Time: 1533Fees: 1 / 2 /2
 
In this episode: Bitcoin’s resilience gets tested from multiple directions as the fallout from the Coldcard vulnerability deepens, BTCPay Server discloses an active exploit, and BIP-110 produces a minority chain split. We also examine strong ETF inflows, Strategy selling Bitcoin to support its capital structure, miners increasingly using Bitcoin as collateral, and whether the traditional four-year cycle is beginning to break down. On the macro and policy front, a surprisingly weak jobs report shifts rate expectations, the CLARITY Act moves closer to a September Senate vote, and Brazil introduces new restrictions on transfers to self-custody wallets. Plus, we survey the major themes from the Bitcoin podcast universe, feature this week’s essay Living With Intention, and tease what may be coming next from Bitcoin Fortress.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
Living With Intention - Conclusion of the Bitcoin Way of Life Serieshttps://bitcoinfortress.substack.com/p/living-with-intention
 
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 (August 2, 2026 – August 9, 2026)
Coldcard wallet losses may near $114 million — CoinDesk
Bitcoin developers flag 85 critical bugs — CoinDesk
BTCPay warns of actively exploited vulnerability — The Block
BIP-110 supporters split onto minority Bitcoin chain — The Block
Bitcoin and Ether ETFs draw $1.1 billion — The Block
Strategy sells another 1,638 BTC — The Block
American Bitcoin reports record production and Q2 loss — Reuters
MARA pledges 18,750 BTC for $600 million in debt — TFTC
First U.S. spot Bitcoin ETF set to close — CoinDesk
Why Bitcoin's 500-day rule faces its biggest test — CoinDesk
Bitcoin fails to keep pace with record global equities — CoinDesk
U.S. unexpectedly loses 23,000 jobs in July — Reuters
Senate advances CLARITY Act process — Reuters
Brazil tightens transfers to self-custody wallets — Reuters
Wells Fargo launches tokenized deposits — CoinDesk
Treasury sanctions Iran-linked crypto exchanges — U.S. Treasury
Intesa Sanpaolo cuts IBIT stake 94% — CoinDesk

🎙 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