Bitcoin Fortress

BF198 - Top Bitcoin News - 1/11/26

🎙️ The Bitcoin Fortress Podcast — Episode 198
Date: January 11, 2026Block Height: 931,866Moscow Time: 1101Fees: 1 /2 / 2
 
NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Featured Substack Post:
https://bitcoinfortress.substack.com/p/bitcoin-infinite-banking
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
 
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NEWS (1/4–1/11)- Spot Bitcoin ETF outflows / streak context (CoinDesk): https://www.coindesk.com/markets/2026/01/09/bitcoin-etf-optimism-fades-as-three-day-outflows-streak-erases-early-month-gains
- Spot Bitcoin ETFs pullback / price action (CoinDesk): https://www.coindesk.com/markets/2026/01/09/bitcoin-pulls-back-to-usd90-000-as-early-friday-rally-attempt-fails
- ETF flow roundup (The Block): https://www.theblock.co/post/384997/xrp-etfs-hit-record-weekly-volume-as-bitcoin-ether-funds-face-750-million-in-combined-outflows
- Morgan Stanley files for Bitcoin ETF (Reuters): https://www.reuters.com/business/morgan-stanley-files-bitcoin-etf-2026-01-06/
- Senate market structure vote momentum (CoinDesk): https://www.coindesk.com/policy/2026/01/10/the-senate-moves-toward-a-market-structure-vote-state-of-crypto
- BPI policy note (BPI): https://bpi.com/bpinsights-january-10-2026/
- CPI date (Kiplinger): https://www.kiplinger.com/investing/when-is-the-next-cpi-report
- Strategy unrealized loss report (Reuters): https://www.reuters.com/business/bitcoin-hoarder-strategy-reveals-1744-billion-unrealized-loss-fourth-quarter-2026-01-05/
- MSCI keeps DATCOs in indexes (FT): https://www.ft.com/content/85b72a87-3ee4-4525-8e23-76af117553c5
- Strategy stock + MSCI decision (Barron’s): https://www.barrons.com/articles/strategy-stock-bitcoin-selloff-msci-63de7e8f
- Mining difficulty note (Cointelegraph via TradingView): https://www.tradingview.com/news/cointelegraph%3A4023fee53094b%3A0-bitcoin-mining-difficulty-falls-in-first-adjustment-of-2026/
- Difficulty chart / estimator (CoinWarz): https://www.coinwarz.com/mining/bitcoin/difficulty-chart
- Multisig exploit coverage (Yahoo): https://finance.yahoo.com/news/hacker-drains-27m-multi-sig-150113526.html
- Samourai Wallet forfeited BTC dispute (Yahoo): https://finance.yahoo.com/news/report-reveals-us-may-sold-000248643.html
- Bitcoin Core releases page (Bitcoin Core): https://bitcoincore.org/en/releases/
 
PODCAST THEMES (examples referenced)- TFTC (Apple Podcasts listing): https://podcasts.apple.com/us/podcast/tftc-a-bitcoin-podcast/id1292381204
- What Bitcoin Did (Episodes page): https://www.whatbitcoindid.com/episodes
- Coin Stories episode with Jeff Booth (Apple Podcasts): https://podcasts.apple.com/nz/podcast/jeff-booth-why-prices-rise-but-quality-gets-worse-the/id1569130932?i=1000743981477
 
 

BF197 - Top Bitcoin News - 1/4/26

🎙️ The Bitcoin Fortress Podcast — Episode 197
Date: January 4, 2026Block Height: 930,901Moscow Time: 1097Fees: 1 / 1 / 1
 
NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Featured Substack Post:
https://bitcoinfortress.substack.com/p/top-10-easy-ways-to-improve-your
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
 
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NEWS LINKS (15)1) Reuters — Bitcoin set for first yearly loss since 2022 (Dec 31, 2025)https://www.reuters.com/business/bitcoin-set-first-yearly-loss-since-2022-macro-trends-weigh-crypto-2025-12-31/
 
2) Reuters — Global markets Jan 2, 2026 (includes BTC move)https://www.reuters.com/world/china/global-markets-global-markets-2026-01-02/
 
3) Yahoo Finance — US crypto ETFs draw ~$670M inflows; BTC ETFs lead (Jan 2, 2026)https://finance.yahoo.com/news/us-crypto-etfs-draw-670-110114860.html
 
4) CoinDesk — Tether adds nearly $800M in BTC; holdings above 96k BTC (Jan 2, 2026)https://www.coindesk.com/markets/2026/01/02/tether-adds-nearly-usd800-million-in-bitcoin-bringing-holdings-above-96-000-btc
 
5) Barron’s — Strategy buys ~$109M BTC (Dec 28, 2025 window)https://www.barrons.com/articles/strategy-bitcoin-crypto-michael-saylor-829f6fd8
 
6) MarketWatch — Prenetics halts further BTC purchases (late Dec 2025)https://www.marketwatch.com/story/buying-bitcoin-is-no-longer-a-thing-for-this-david-beckham-backed-health-company-24911393
 
7) DL News — Bitcoin ETFs in 2026 outlook (late Dec 2025)https://www.dlnews.com/articles/markets/bitcoin-etfs-to-top-180-billion-usd-in-2026-say-analysts/
 
8) Bitcoin Core v30.1 release thread (Jan 2, 2026)https://delvingbitcoin.org/t/bitcoin-core-v30-1-released/2183
 
9) Bitcoin Core downloads (v30.1)https://bitcoincore.org/bin/bitcoin-core-30.1/
 
10) Lightning Engineering — Taproot Assets v0.7 (Dec 16, 2025)https://lightning.engineering/posts/2025-12-16-tapd-0.7-launch/
 
11) Bitcoin Optech Newsletter #386 (Jan 2, 2026)https://bitcoinops.org/en/newsletters/2026/01/02/
 
12) Yahoo Finance — Mining difficulty nears record high heading into 2026 (late Dec 2025)https://finance.yahoo.com/news/bitcoin-mining-difficulty-nears-record-064434953.html
 
13) CoinWarz — Bitcoin difficulty chart / next adjustment estimatehttps://www.coinwarz.com/mining/bitcoin/difficulty-chart
 
14) The Block — 2026 Bitcoin mining outlook (late Dec 2025)https://www.theblock.co/post/383997/2026-bitcoin-mining-outlook
 
15) The Verge — Bitfinex hacker Ilya Lichtenstein early release (Jan 3, 2026)https://www.theverge.com/news/853160/ilya-lichtenstein-released-razzlekhan-bitcoin-hack
 

BF196 - Top Bitcoin News - 12/28/25

🎙️ The Bitcoin Fortress Podcast — Episode 196
Date: December 28, 2025Block Height: 929,911Moscow Time: 1142Fees: 1 / 1 / 1
 
NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Featured Substack Post:
https://bitcoinfortress.substack.com/p/stay-humble-stack-sats-25c
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
 
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📰 News & Analysis (Dec 21 – Dec 28, 2025)
1) Bitcoin stays near $89K in thin year-end trading (Economic Times)https://m.economictimes.com/markets/cryptocurrency/bitcoin-stays-near-89000-amid-thin-year-end-trading-here-is-what-experts-say/articleshow/126184544.cms
 
2) Bitcoin slips near $88K as fear rises (Economic Times)https://m.economictimes.com/markets/cryptocurrency/crypto-news/bitcoin-slips-to-88000-as-fear-tightens-its-grip-is-this-just-a-pause-or-the-next-big-move/articleshow/126135795.cms
 
3) “Bitcoin buzz is gone” / gold narrative (The Guardian)https://www.theguardian.com/business/nils-pratley-on-finance/2025/dec/23/bitcoin-buzz-gone-investors-chose-real-gold-in-2025
 
4) Bitcoin & Ether ETFs outflows into Christmas (CoinDesk)https://www.coindesk.com/markets/2025/12/25/bitcoin-and-ether-etfs-see-outflows-ahead-of-christmas-led-by-ibit-and-ethe
 
5) ETF daily flow data (Farside Investors)https://farside.co.uk/btc/
 
6) Spot BTC & ETH ETF outflows (The Block)https://www.theblock.co/post/383717/spot-bitcoin-ether-etfs-outflows-christmas
 
7) Strategy pauses bitcoin buys (Barron’s)https://www.barrons.com/articles/strategy-stock-bitcoin-crypto-ad16e5d5
 
8) Corporate crypto/bitcoin treasury plays of 2025 (Decrypt)https://decrypt.co/352827/biggest-bitcoin-crypto-treasury-plays-2025
 
9) Bitcoin mining stocks in 2025 (CoinDesk)https://www.coindesk.com/markets/2025/12/26/bitcoin-mining-in-2025-iren-claims-the-crown-as-bitdeer-s-stock-trails-the-pack
 
10) Mining stocks recap (Yahoo Finance mirror)https://finance.yahoo.com/news/bitcoin-mining-2025-iren-claims-160000621.html
 
11) VanEck Mid-December 2025 Bitcoin ChainCheck (Seeking Alpha)https://seekingalpha.com/article/4855296-vaneck-mid-december-2025-bitcoin-chaincheck
 
12) 2025 crypto theft hits record levels (TechCrunch)https://techcrunch.com/2025/12/23/hackers-stole-over-2-7-billion-in-crypto-in-2025-data-shows/
 
13) Reuters: Bitcoin 2025 volatility + rise of private litigation (Reuters Legal)https://www.reuters.com/legal/legalindustry/bitcoin-2025-volatility-rise-private-litigation--pracin-2025-12-24/
 
14) Square bitcoin payments roadmap (Block press release)https://squareup.com/us/en/press/block-to-roll-out-bitcoin-payments-on-square
 
15) Square “Accept Bitcoin” product pagehttps://squareup.com/us/en/bitcoin
 
Bonus: Shift4 stablecoin settlements (Investor’s Business Daily)https://www.investors.com/news/shift4-payments-stablecoin-settlement-launch-merchants-four-stock/
 
PODCASTS / THEMES REVIEWED- TFTC: A Bitcoin Podcast (Apple Podcasts listing for recent episodes)https://podcasts.apple.com/us/podcast/tftc-a-bitcoin-podcast/id1292381204
 
- The Jack Mallers Show — “Bitcoin And The Missing Volatility” (Apple Podcasts)https://podcasts.apple.com/na/podcast/bitcoin-and-the-missing-volatility/id1695949365?i=1000742435962
 
- The Bitcoin Matrix — “Jeff Booth” (Apple Podcasts)https://podcasts.apple.com/ee/podcast/jeff-booth-the-real-reason-why-bitcoin-will-never-fail/id1534519469?i=1000742329120
 
 
 
 

BF195 - Top Bitcoin News - 12/21/25

🎙️ The Bitcoin Fortress Podcast — Episode 195
Date: December 21, 2025Block Height: 928,869Moscow Time: 1132Fees: 1 / 1 / 1
 
NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Featured Substack Post:
https://bitcoinfortress.substack.com/p/everything-they-told-you-about-bitcoin
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
 
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📰 News & Analysis (Dec 14 – Dec 21, 2025)
 
1. UK regulation of cryptoassets to start in October 2027 (Reuters)https://www.reuters.com/sustainability/boards-policy-regulation/uk-regulation-cryptoassets-start-october-2027-finance-ministry-says-2025-12-15/
2. Coinbase appoints George Osborne to run advisory council (Reuters)https://www.reuters.com/sustainability/boards-policy-regulation/coinbase-appoints-uk-ex-finance-minister-george-osborne-run-advisory-council-2025-12-18/
3. UK watchdog unveils proposals to regulate crypto market (Financial Times)https://www.ft.com/content/1e8bc50e-2d35-46cc-a7c3-11cacf5f5143
4. UK Treasury drawing up new rules to police cryptocurrency markets (The Guardian)https://www.theguardian.com/technology/2025/dec/15/uk-treasury-drawing-up-new-rules-to-police-cryptocurrency-markets
5. U.S. bitcoin ETFs see strongest inflows for over a month (CoinDesk)https://www.coindesk.com/markets/2025/12/18/u-s-bitcoin-etfs-see-strongest-inflows-for-over-a-month-as-btc-dominance-hits-60
6. Bitcoin ETF IBIT ranks among top 2025 fund flows (Yahoo Finance)https://finance.yahoo.com/news/bitcoin-etf-ibit-ranks-among-191610947.html
7. MSCI considers excluding bitcoin-heavy firms from indexes (Reuters)https://www.reuters.com/business/strategy-bitcoin-buying-firms-face-wider-exclusion-stock-indexes-2025-12-19/
8. Strategy keeps buying Bitcoin; stock impact (Barron’s)https://www.barrons.com/articles/strategy-bitcoin-buying-stock-81623253
9. Crypto investors show caution, shift strategies after crash (Reuters)https://www.reuters.com/business/finance/crypto-investors-show-caution-shift-new-strategies-after-crash-2025-12-17/
10. Bitcoin long-term holder supply hits 8-month low (CoinDesk)https://www.coindesk.com/markets/2025/12/17/bitcoin-long-term-holder-supply-hits-8-month-low-cycle-breaks-from-historical-patterns
11. Bitcoin hashrate sees sharpest post-halving drop since 2024 (CoinDesk)https://www.coindesk.com/markets/2025/12/15/bitcoin-hashrate-sees-sharpest-post-halving-drop-since-2024-amid-china-mining-machine-shutdowns
12. Mining revenue thin; difficulty cuts; hashrate resilient (Bitcoin.com)https://news.bitcoin.com/bitcoin-mining-revenue-remains-thin-yet-hashrate-refuses-to-blink/
13. Tether leads $8M investment in Speed (Lightning + stablecoins) (CoinDesk)https://www.coindesk.com/business/2025/12/16/tether-leads-usd8-million-investment-in-speed-to-push-usdt-further-into-everyday-payments
14. BitGo enables Lightning Network payments from qualified custody (Bitcoin Magazine)https://bitcoinmagazine.com/news/bitgo-enables-lightning-network-payments
15. BitGo Lightning integration coverage (Crowdfund Insider)https://www.crowdfundinsider.com/2025/12/256681-bitgo-introduces-support-for-lightning-network-from-custody-enabling-scalable-bitcoin-payments/
16. JPMorgan launches tokenized money-market fund (WSJ)https://www.wsj.com/finance/investing/jpmorgan-steps-further-into-crypto-with-tokenized-money-fund-e3535f13
17. JPMorgan tokenized money market fund details (Business Insider)https://www.businessinsider.com/jpmorgan-tokenized-money-market-fund-ethereum-blockchain-crypto-eth-2025-12
18. Visa launches stablecoin settlement for U.S. banks (Barron’s)https://www.barrons.com/articles/visa-launches-stablecoin-settlement-bbe7b6a5
19. SoFi launches SoFiUSD stablecoin (Investor’s Business Daily)https://www.investors.com/news/sofi-technologies-sofiusd-stablecoin-launch/
20. SEC investor bulletin on crypto asset custody (coverage)https://www.thecorporatecounsel.net/blog/2025/12/crypto-sec-issues-investor-bulletin-on-crypto-asset-custody.html
21. Weekly regulation roundup (Yahoo Finance)https://finance.yahoo.com/news/weekly-regulation-roundup-pardons-pullbacks-203552094.html
22. Bitcoin is all over the place ahead of U.S. inflation data (CoinDesk)https://www.coindesk.com/markets/2025/12/18/bitcoin-is-all-over-the-place-ahead-of-u-s-inflation-data-gold-nears-record-high
23. Bitcoin price today: muted near $88k after soft CPI data (Investing.com)https://www.investing.com/news/cryptocurrency-news/bitcoin-price-today-steady-near-87k-after-soft-us-cpi-data-set-for-weekly-loss-4416458
24. Binance Weekly Market Commentary (Binance Research)https://www.binance.com/en/research/analysis/weekly-market-commentary-2025-12-19
25. “Phantom inflation” distorting Fed decisions (Financial Times)https://www.ft.com/content/7d375109-9471-450b-8530-a6147ff7068e
26. Bostic: Fed should pause rate cuts (Barron’s)https://www.barrons.com/articles/federal-reserve-raphael-bostic-inflation-interest-rates-69b78115
27. Apollo economist warns stagflation risk (Business Insider)https://www.businessinsider.com/stagflation-economy-outlook-2026-stock-market-fed-rate-cuts-inflation-2025-12
28. 2025 crypto theft reaches ~$3.4B (Chainalysis)https://www.chainalysis.com/blog/crypto-hacking-stolen-funds-2026/
29. The Block coverage of Chainalysis theft totals (The Block)https://www.theblock.co/post/382477/crypto-hack-2025-chainalysis
30. Forbes: exchanges, regulation, AI, market structurehttps://www.forbes.com/sites/roomykhan/2025/12/15/crypto-exchanges-regulation-ai-and-the-next-market-structure/
31. Messari: Crypto Venture Weekly (Dec 15–19, 2025)https://messari.io/report/crypto-venture-weekly-december-15-19-2025
32. CoinDesk: State of the Blockchain 2025 (research)https://www.coindesk.com/research/state-of-the-blockchain-2025
33. Nasdaq: IBIT option chain pagehttps://www.nasdaq.com/market-activity/etf/ibit/option-chain
34. iShares: IBIT product pagehttps://www.ishares.com/us/products/333011/ishares-bitcoin-trust-etf
 

BF194 - Top Bitcoin News - 12/14/25

🎙️ The Bitcoin Fortress Podcast — Episode 194
Date: December 14, 2025Block Height: 927,886Moscow Time: 1123Fees: 1 / 1 / 1
 
NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Featured Substack Post:
https://bitcoinfortress.substack.com/p/saving-vs-investing
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
 
Follow me on Nostr:
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📰 News & Analysis (Dec 7 – Dec 14, 2025)
Macro & Markets
Bitcoin dips below $90K as AI worries dent risk appetite — Reutershttps://www.reuters.com/business/bitcoin-dips-below-90000-ai-worries-dent-risk-appetite-2025-12-11/
Bitcoin and Ether whipsaw after Fed cut with hawkish tone — The Blockhttps://www.theblock.co/post/382125/bitcoin-ether-whipsaw-fed-quarter-point-hawkish-cut
Bitcoin’s 2025 rollercoaster may end on a low — Reutershttps://www.reuters.com/business/finance/bitcoins-2025-rollercoaster-may-end-low-2025-12-09/
Long-term Bitcoin holder sell pressure eases — CoinDeskhttps://www.coindesk.com/markets/2025/12/08/bitcoin-s-long-term-holders-hit-cyclical-low-as-sell-pressure-finally-eases/
On-chain metrics show strong support near $80K — CoinDeskhttps://www.coindesk.com/markets/2025/12/12/these-three-metrics-show-bitcoin-found-strong-support-near-usd80-000/
ETFs, Indices & TradFi
The Week On-Chain (Week 49): ETF outflows continue — Glassnodehttps://insights.glassnode.com/the-week-onchain-week-49-2025/
Weekly Bitcoin Index Highlights — CF Benchmarkshttps://www.cfbenchmarks.com/blog/weekly-index-highlights-december-8-2025
Spot Bitcoin ETF net outflow discussion — Equitihttps://www.equiti.com/sc-en/news/crypto-hub/bitcoin-stalls-near-90k-as-traders-brace-for-the-fed/
Global markets fund-flow snapshot — Reutershttps://www.reuters.com/world/china/global-markets-flows-graphic-2025-12-08/
Strategy remains in the Nasdaq 100 — Reutershttps://www.reuters.com/sustainability/climate-energy/bitcoin-hoarder-company-strategy-remains-nasdaq-100-2025-12-13/
MSCI crypto index exclusion backlash — Business Insiderhttps://www.businessinsider.com/msci-crypto-index-bitcoin-treasury-strategy-btc-price-2025-12
Corporate Treasury & Price Targets
Strategy buys nearly $1B worth of Bitcoin — Barron’shttps://www.barrons.com/articles/strategy-stock-price-bitcoin-buy-1dce38e0
Strategy holds Nasdaq 100 spot — CoinDeskhttps://www.coindesk.com/business/2025/12/13/michael-saylor-s-strategy-hangs-on-to-spot-in-nasdaq-100-index/
Standard Chartered halves Bitcoin price target — MarketWatchhttps://www.marketwatch.com/story/standard-chartered-is-finally-slashing-its-bitcoin-target-by-half-heres-why-3e7c726b
Additional context on BTC target revisions — Business Insiderhttps://www.businessinsider.com/bitcoin-price-prediction-btc-2026-forecast-standard-chartered-150k-2025-12
Regulation & Policy
Senators make progress on sweeping crypto market bill — The Blockhttps://www.theblock.co/post/382277/us-senators-make-real-progress-on-sweeping-crypto-market-bill-following-talks-with-bank-execs
Gillibrand & Lummis push bipartisan momentum — The Blockhttps://www.theblock.co/post/381924/nothing-holding-bill-democratic-sen-gillibrand-senate-advance-crypto-bill
Teachers union urges withdrawal of crypto bill — The Blockhttps://www.theblock.co/post/382009/teachers-union-crypto-market-structure-bill
Crypto-focused national banks approved — Wall Street Journalhttps://www.wsj.com/finance/regulation/trump-administration-approves-first-round-of-crypto-focused-banks-52a803fd
Lightning, Building & Payments
Blockstream connects Lightning and Liquid — CoinDeskhttps://www.coindesk.com/tech/2025/12/10/emb-till-8am-et-dec-10-blockstream-connects-lightning-and-liquid-for-faster-private-bitcoin-payments/
Lightning Network capacity data — The Block Datahttps://www.theblock.co/data/on-chain-metrics/bitcoin/lightning-networks-capacity-daily
Mining & Energy
Bitcoin difficulty chart & adjustment estimates — CoinWarzhttps://www.coinwarz.com/mining/bitcoin/difficulty-chart
Mining revenue thin yet hashrate resilient — Bitcoin.comhttps://news.bitcoin.com/bitcoin-mining-revenue-remains-thin-yet-hashrate-refuses-to-blink/
AI and Bitcoin mining drive U.S. energy demand — Yahoo Financehttps://finance.yahoo.com/news/america-thirsts-energy-amid-bitcoin-130500166.html
Adoption, Culture & History
Block / Square discusses Bitcoin & Lightning payments — The Vergehttps://www.theverge.com/podcast/839062/square-product-chief-willem-ave-block-jack-dorsey-ai-bitcoin-crypto
Football as crypto’s “gateway drug” — CoinDeskhttps://www.coindesk.com/business/2025/12/12/from-wall-street-to-the-world-cup-how-football-became-crypto-s-biggest-gateway-drug/
15 years since Satoshi’s final public message — Tom’s Hardwarehttps://www.tomshardware.com/tech-industry/cryptocurrency/bitcoin-creator-satoshi-disappeared-on-this-day-15-years-ago-leaving-a-final-public-message-ive-moved-on-to-other-things-true-identity-of-satoshi-nakamoto-entity-remains-unknown
International & Geopolitics
Crypto executives court Gulf capital — Wall Street Journalhttps://www.wsj.com/finance/currencies/crypto-industry-persian-gulf-states-22a0d3a1
El Salvador partners with xAI for public schools — Associated Presshttps://apnews.com/article/a1c6e41b84cf5cfa8a9b20bd15dc12f3
Debate & Market Narratives
“Bitcoin’s November crash was no accident” — MarketWatchhttps://www.marketwatch.com/story/bitcoins-november-crash-was-no-accident-7d0b0c04
Bitcoin volatility hits extreme lows — Cointelegraph (via TradingView)https://www.tradingview.com/news/cointelegraph%3A1de8b4c64094b%3A0-bitcoin-extreme-low-volatility-to-end-amid-new-50k-btc-price-target/
 

BF193 - Top Bitcoin News - 12/7/25

The Bitcoin Fortress Podcast - Episode 193
December 7, 2025
Block Height 926865 | Moscow Time 1094 | Fees 1/1/1
 
NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Featured Substack Post:
https://bitcoinfortress.substack.com/p/practical-ways-to-become-more-resilient
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
 
Follow me on Nostr:
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Price, ETFs & Market Structure
2025 was officially a wipeout year for US spot Bitcoin ETFshttps://cryptoslate.com/2025-was-officially-a-wipeout-year-for-us-spot-bitcoin-etfs-now-flat-yoy-and-down-48b-since-october/
CryptoSlate
Bitcoin ETFs bleed $3.4B as investors pull back, but YTD flows remain positivehttps://etfdb.com/news/2025/12/05/bitcoin-etfs-bleed-3-4-billion/
ETF Database
Bitcoin ETF: Massive $194M outflow — what is happening?https://www.cointribune.com/en/bitcoin-etf-why-are-institutional-investors-withdrawing-massively/
Cointribune
Bitcoin spot ETFs log $194.6M in outflows as basis trades unwindhttps://becausebitcoin.com/post/bitcoin-spot-etf-outflows-basis-trade-ibit-boj-dec5-2025
Because Bitcoin
Spot Bitcoin ETFs bounce back with $54.8M in inflows on Dec 5https://cryptorank.io/news/feed/cdd1b-spot-bitcoin-etfs-inflow-reversal
CryptoRank
Bitcoin price action is no longer determined by exchanges – ETF flows as key metrichttps://cryptoslate.com/bitcoin-etf-market-structure-shift-institutional-flows/
CryptoSlate
Bitcoin’s bull market: A slowdown, not a breakdownhttps://cryptoslate.com/bitcoins-bull-market-a-slowdown-not-a-breakdown/
CryptoRank
What to expect from Bitcoin price in December 2025https://m.fastbull.com/news-detail/what-to-expect-from-bitcoin-price-in-december-news_6100_0_2025_4_13898_3/6100_BTC-USDT
FastBull
Bitcoin stumbles into December after brutal Novemberhttps://markets.businessinsider.com/news/currencies/bitcoin-price-outlook-crypto-selloff-etf-outflows-mstr-saylor-2025-12
Business Insider
Institutions, Wall Street & Products
Strategy’s Saylor in talks with MSCI as index-exclusion threat loomshttps://www.reuters.com/business/saylors-strategy-engaging-with-msci-potential-index-exclusion-2025-12-03/
Reuters
Strategy’s leveraged ETFs hit hard by crypto slumphttps://www.reuters.com/business/finance/strategys-leveraged-etfs-hit-hard-by-crypto-slump-2025-12-02/
Reuters
Bank of America expands crypto access for wealth-management clientshttps://www.reuters.com/business/finance/bank-america-expands-crypto-access-wealth-management-clients-2025-12-04/
Reuters
Vanguard finally allows crypto ETFs and mutual fundshttps://www.barrons.com/articles/vanguard-crypto-etfs-funds-bitcoin-investing-5c69c14c
Barron's
Strategy stock: Bitcoin proxy and analyst targetshttps://www.investors.com/news/mstr-stock-strategy-bitcoin-analyst-price-targets-upside/
Investors
B Hodl unveils Bitcoin treasury and Lightning strategyhttps://uk.advfn.com/newspaper/azflame/74674/b-hodl-unveils-bitcoin-treasury-and-lightning-network-strategy-pioneering-dual-funds-and-sustainable-yields
ADVFN UK
Regulation, Policy & Enforcement
CFTC announces first listed spot crypto trading on US exchangeshttps://www.cftc.gov/PressRoom/PressReleases/9145-25
CFTC
CFTC leverage ruling opens the door for $25T giants to enter cryptohttps://cryptoslate.com/cftc-leverage-ruling-finally-opens-the-door-for-25-trillion-giants-to-enter-the-crypto-market/
CryptoSlate
Swiss and German police shut down major cryptomixer.iohttps://www.reuters.com/world/europe/swiss-german-police-shut-down-major-cryptocurrency-mixer-2025-12-01/
Reuters
CRA crypto crackdown reaps millions but yields no criminal chargeshttps://barrie360.com/cra-crypto-crackdown-reaps-millions/
Barrie 360
China renews crypto crackdown, targets offshore exchangeshttps://decrypt.co/308939/china-renews-crypto-crackdown-targets-offshore-exchanges
Decrypt
Global Crypto Policy Review & Outlook 2025/26 – TRM Labshttps://www.trmlabs.com/reports-and-whitepapers/global-crypto-policy-review-outlook-2025-26
TRM Labs
State Adoption & Geopolitics
Texas becomes the first state to buy Bitcoin as more states eye cryptohttps://stateline.org/2025/12/04/texas-becomes-the-first-state-to-buy-bitcoin-as-more-states-eye-cryptocurrencies/
Stateline
Texas becomes the first state to buy Bitcoin — what happens next?https://www.bitget.com/amp/news/detail/12560605082733
Bitget
Trump’s National Security Strategy ignores Bitcoin and blockchain(syndicated summary)https://nz.finance.yahoo.com/news/trumps-national-security-strategy-ignores-bitcoin-and-blockchain-150503677.html
Yahoo Finance
Mining, Infrastructure & Lightning
What to expect from Bitcoin price in December (miner margins, Bitmain probe, China hash rate)https://m.fastbull.com/news-detail/what-to-expect-from-bitcoin-price-in-december-news_6100_0_2025_4_13898_3/6100_BTC-USDT
Cash App adds Bitcoin Lightning payments and stablecoin supporthttps://www.bitget.com/news/detail/12560605061785
Bitcoin treasury companies should lean into the Lightning Networkhttps://ca.finance.yahoo.com/news/bitcoin-treasury-companies-lean-lightning-172923006.html
Narratives, FUD & Culture
American Bitcoin Corp stock tumbles as Bitcoin slideshttps://www.theguardian.com/us-news/2025/dec/02/eric-trump-bitcoin-mining-firm-stock-price
The Guardian+1
“Bitcoin is the tulip bulb of our time” – Michael Burryhttps://www.businessinsider.com/michael-burry-bitcoin-price-tulip-bulb-big-short-2025-12
Why we do not own Bitcoin (and never will) – Bahnsen Grouphttps://bahnsen.co/2025/12/05/why-we-do-not-own-bitcoin-and-never-will/
thebahnsengroup.com
AI-fueled crypto scams are booming – TRM Labs datahttps://nypost.com/2025/07/26/tech/ai-fueled-crypto-scams-surging-in-nyc-and-beyond-expert-warns/
Podcast Episodes Mentioned
What Bitcoin Did – Bitcoin, AI & The Fourth Turning | George Bodinehttps://www.whatbitcoindid.com/episodes/bitcoin-ai-the-fourth-turning-george-bodine
What Bitcoin Did – How Broken Money Distorts Reality | Seb Bunneyhttps://www.whatbitcoindid.com/episodes/how-broken-money-distorts-reality-seb-bunney
TFTC #689 – Q3 2025 Monetary Base Update with Matthew Mežinskishttps://podcasts.apple.com/us/podcast/689-q3-2025-monetary-base-update-with-matthew-me%C5%BEinskis/id1292381204?i=1000739525119
Rabbit Hole Recap (latest episode)https://podcasts.apple.com/us/podcast/rabbit-hole-recap/id1622698349
 
 

BF192 - Top Bitcoin News - 11/30/25

The Bitcoin Fortress Podcast - Episode 192
November 30, 2025
Block Height 925894 | Moscow Time 1093 | Fees 1/1/1
 
NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Featured Substack Post:
https://bitcoinfortress.substack.com/p/staying-strong-in-choppy-markets
 
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
 
Follow me on Nostr:
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Price, Market Structure & Macro
CoinDesk – “Bitcoin Rebounds From 'Extreme Oversold' Levels; XRP Jumps 7%, ZEC Surges 14%”https://www.coindesk.com/markets/2025/11/23/bitcoin-rebounds-from-extreme-oversold-levels-xrp-jumps-7-zec-surges-14
CoinDesk
Yahoo Finance – “November Was Bitcoin’s Second Worst Month In 2025”https://finance.yahoo.com/news/november-bitcoin-second-worst-month-104148905.html
Yahoo Finance
Aurpay – “The 2025 Crypto Collapse: Why Bitcoin Dropped to $80k”https://aurpay.net/aurspace/bitcoin-crash-november-2025-market-analysis
Aurpay
HackerNoon – “Bitcoin's November 2025 Bloodbath: Dissecting the Perfect Storm Behind the $42,000 Crash”https://hackernoon.com/bitcoins-november-2025-bloodbath-dissecting-the-perfect-storm-behind-the-%2442000-crash
Hacker Noon
MarketWatch – “Bitcoin's Trading Around $86,000 as 'Tinkerbell' Effect Haunts Crypto, in Deutsche Bank's View”https://www.marketwatch.com/story/bitcoins-trading-around-86-000-the-tinkerbell-effect-is-haunting-crypto-says-deutsche-bank-aff9f2f7
MarketWatch
Bloomberg – “Bitcoin (BTC) Jumps Back Above $89,000 to Recoup Some Recent Losses”https://www.bloomberg.com/news/articles/2025-11-26/bitcoin-jumps-back-above-89-000-to-recoup-some-recent-losses
Bloomberg
Reuters – “Stocks, Bitcoin Edge Up as Investors Bank on Fed Rate Cuts”https://www.reuters.com/world/china/global-markets-wrapup-1-2025-11-27
Reuters
CryptoNews – “Why Is Crypto Up Today? – November 26, 2025”https://cryptonews.com/news/why-is-crypto-up-today-november-26-2025
Cryptonews
Bitcoin Magazine – “Bitcoin Price Down 30% From All-Time Highs as Market…”https://bitcoinmagazine.com/news/bitcoin-price-sits-down-over-30-percent
Bitcoin Magazine
Forbes – “Bitcoin Braced For A Huge Fed Price Earthquake After Sudden Flip”https://www.forbes.com/sites/digital-assets/2025/11/25/bitcoin-falls-to-fresh-multimonth-low-as-macro-factors-fuel-continued-declines
Forbes+1
 
ETFs, Flows & Institutional Adoption
CoinDesk – “ETF Outflows, Stablecoin Flows and DAT Reversals Signal Crypto Capital Flight”https://www.coindesk.com/markets/2025/11/23/etf-outflows-stablecoin-flows-and-dat-reversals-signal-crypto-capital-flight-nydig
CoinDesk
CoinDesk – “Bitcoin ETFs Have Bled a Record $3.79B in November”https://www.coindesk.com/markets/2025/11/21/bitcoin-etfs-have-bled-a-record-usd3-79-billion-in-november
CoinDesk
Farside – “Bitcoin ETF Flow (US$m)”https://farside.co.uk/btc
Farside Investors
SoSoValue – “US Bitcoin Spot ETF Dashboard”https://m.sosovalue.com/assets/etf/us-btc-spot
SoSoValue
Investors.com – “Bitcoin Tries To Find Footing; JPMorgan Upgrades These 2 Miners, Cuts Targets For Others”https://www.investors.com/news/bitcoin-jpmorgan-bitcoin-miners-cleanspark-cipher-iren-mara-riot
Investors+1
Investopedia – “Bitcoin Has Regained Some Ground. Strategy’s Michael Saylor 'Won’t Back Down'”https://www.investopedia.com/bitcoin-has-regained-some-ground-strategys-michael-saylor-wont-back-down-11856067
Investopedia
AInvest – “Bitcoin’s Institutional Adoption Surge: A Catalyst for Sustained Bullish Momentum in November 2025”https://www.ainvest.com/news/bitcoin-institutional-adoption-bull-cycle-beginning-2511/
AInvest
BTCC – “Bitcoin Institutional Adoption Accelerates as Robinhood …”https://www.btcc.com/en-IN/square/Bitcoin%20News/1223297
BTCC
 
Mining, Difficulty & AI
Bitbo – “Bitcoin Mining Difficulty Set to Rise Amid Record-Low…”https://bitbo.io/news/bitcoin-mining-difficulty-rise/
Bitbo
Reuters – “Bitcoin Mining in China Rebounds, Defying 2021 Ban”https://www.reuters.com/world/asia-pacific/bitcoin-mining-china-rebounds-defying-2021-ban-2025-11-24/
Reuters
Yahoo / TheStreet – “Largest Private Gold Holder Shuts Down Bitcoin Mining …”https://finance.yahoo.com/news/largest-private-gold-holder-shuts-184024685.html
Yahoo Finance
TechRadar – “Is AI More Appealing Than Crypto Now? A Major Bitcoin Miner Has Decided to Pivot to AI Data Centers”https://www.techradar.com/pro/is-ai-more-appealing-than-crypto-now-a-major-bitcoin-miner-has-decided-to-pivot-to-ai-data-centers-heres-why
TechRadar
 
Regulation, Policy & Geopolitics
Lowenstein – “Crypto Brief – November 26, 2025 (Bitcoin for America Act)”https://www.lowenstein.com/news-insights/newsletters/crypto-brief-november-26-2025
Lowenstein Sandler
CoinDesk – “State of Crypto: What Congress Has Left to Do This Year”https://www.coindesk.com/policy/2025/11/23/state-of-crypto-what-congress-has-left-to-do-this-year
CoinDesk
ICAEW – “The Future of Crypto Regulation: Key Considerations”https://www.icaew.com/insights/viewpoints-on-the-news/2025/nov-2025/the-future-of-crypto-regulation-key-considerations
ICAEW
Reuters – “China’s Central Bank Vows Crackdown on Virtual Currency, Flags Stablecoin Concerns”https://www.reuters.com/sustainability/boards-policy-regulation/chinas-central-bank-vows-crackdown-virtual-currency-flags-stablecoin-concerns-2025-11-29/
Reuters
U.S. DOJ – “Founders of Samourai Wallet Cryptocurrency Mixing Service Sentenced to Five and Four Years”https://www.justice.gov/usao-sdny/pr/founders-samourai-wallet-cryptocurrency-mixing-service-sentenced-five-and-four-years
Department of Justice
Bank Policy Institute – “BPInsights: November 8, 2025 (Stablecoin Risks & GENIUS Act)”https://bpi.com/bpinsights-november-8-2025/
Bank Policy Institute
Bloomberg – “China Accuses US of Orchestrating $13 Billion Bitcoin Hack”https://www.bloomberg.com/news/articles/2025-11-11/china-accuses-us-of-orchestrating-13-billion-bitcoin-hack
Bloomberg
DisruptionBanking – “Did the U.S. Steal $13 Billion in Bitcoin? China Says the Biggest Crypto Heist Ever Was a Black Ops Job”https://www.disruptionbanking.com/2025/11/29/did-the-us-steal-13-billion-in-bitcoin-china-says-the-biggest-crypto-heist-ever-was-a-black-ops-job/
Disruption Banking
 
Tech, Lightning, Privacy & RWAs
CoinDesk – “VanEck CEO Concerned About Bitcoin’s Encryption and Privacy, Says Firm Could Walk Away”https://www.coindesk.com/markets/2025/11/23/vaneck-ceo-concerned-about-bitcoin-s-encryption-and-privacy-says-firm-could-walk-away
CoinDesk
CoinDesk – “On-Chain Stocks Could Misprice Over Weekends, Triggering Arbitrage Risks”https://www.coindesk.com/business/2025/11/23/on-chain-stocks-could-misprice-over-weekends-triggering-arbitrage-risks-redstone
CoinDesk
Voltage – “Why Lightning Is the Only Scalable Network for Stablecoins”https://www.voltage.cloud/blog/beyond-the-bottleneck-how-lightning-and-stablecoins-will-outscale-ethereum-for-global-payments
Voltage
Medium – “The Lightning Network Money Trail”https://liberlion.medium.com/the-lightning-network-money-trail-b9594243ee74
Medium
Reddit – “Stinger32LND Monthly Update — November 2025”https://www.reddit.com/r/lightningnetwork/comments/1owhc3g/stinger32lnd_monthly_update_november_2025/
reddit.com
 
Nation-State & Long-Term Adoption
MillionMiner – “Nation-State Bitcoin Adoption Could Transform Markets – Expert Insight (22 Nov 25)”https://www.millionminer.com/news/2025/11/nation-state-bitcoin-adoption-could-transform-markets-expert-insight-22-nov-25/
millionminer.com

BF191 - Top Bitcoin News - 11/23/25

The Bitcoin Fortress Podcast - Episode 191
November 23, 2025
Block Height 924878 | Moscow Time 1153 | Fees 2/2/2
 
Price, Market Structure & Sentiment
Reuters – Bitcoin rebounds after falling below $90,000, a 7-month low Reuters
Bloomberg – Crypto Market Extends Slide With Bitcoin Dropping Below $87,000 Bloomberg
Bloomberg – Bitcoin Heading for Worst Month Since Crypto Collapse of 2022 Bloomberg
Bloomberg – Crypto’s Brutal Month Triggers a Stress Test for Wall Street Bloomberg
Reuters – Bitcoin on thin ice after sinking in flight from risk Reuters
Axios – Crypto plunge wipes out nearly $400 billion in a week Axios
CBS News – Bitcoin has shed almost $800 billion since its October peak CBS News
CoinDesk – Bitcoin Correction Mirrors April Drop as 2025 Buyers Fall Into the Red CoinDesk
CoinDesk – Bitcoin Backwardation Returns, a Pattern That Often Marks Market Bottoms CoinDesk
CoinDesk – Bitcoin Sell-Off Likely ‘Complete’, Rally Into Year-End Still in Play: Standard Chartered CoinDesk
CoinDesk – Crypto Bulls See $1.7B Liquidations as Bitcoin Swiftly Nears $80K CoinDesk
Yahoo Finance – Death Cross Confirmed: Is Bitcoin Bottoming or About to Crash? Yahoo Finance
Bitget – Bitcoin’s Death Cross: Is This the Cycle’s Lowest Point or the Start of a Deeper Slump? Bitget
ETFs, Institutions & Corporate Bitcoin
CoinDesk – Bitcoin ETFs Have Bled a Record $3.79B in November CoinDesk
Reuters – Investors pull record $523 million from BlackRock’s flagship bitcoin ETF Reuters
Morningstar – Crypto ETF Investors Pull Billions as Bitcoin Slides Below $90,000 Morningstar
Coinpaper – Bitcoin ETFs Record First Major Inflow After Weeks of Heavy Outflows Coinpaper
Barron’s – Strategy Stock Is Scary. Its Preferred Might Be Worth a Look. Barron's
Yahoo Finance – Strategy’s $55 Billion Bitcoin Bet Undeterred by Index Delisting Concerns Yahoo Finance
Yahoo Finance – What Will Happen to MicroStrategy If Bitcoin Falls Under Key Levels? Yahoo Finance
The Coin Republic – Strategy’s $835 Million Bitcoin Acquisition Marks Largest Purchase Since July The Coin Republic
FinViz – Strategy Inc. Eyes More Bitcoin Purchase on $620 Million Injection Finviz
Mining, Hashrate, Energy & AI
CoinDesk – Bitcoin Hashprice Falls to Five-Year Low CoinDesk
Yahoo Finance – Bitcoin Miner Reserves Plunge to Record Low as Revenue Collapses Yahoo Finance
CoinDesk – Hobbyist Bitcoin Miner Wins $265K Block Reward CoinDesk
Forbes – Africa’s Bitcoin Mining Hashrate Exfiltration Conundrum Forbes
TechRadar – Bitfarms pivots some of its mining hashpower to AI data centers TechRadar
Investor’s Business Daily – Cipher Mining, Fluidstack & Google Team Up on AI Hosting Deal Investors
PR Newswire – BitMine Immersion Reports FY25 Results, Announces First Dividend PR Newswire
Policy, Regulation & Nation-States
OCC – Interpretive guidance on bank custody of digital assets and network fees OCC.gov
Brookings – The Best Way to Regulate Digital Assets: Merge the SEC and CFTC Brookings
ICIJ – How Crypto Is Regulated (or Not) Around the World ICIJ
Paul Hastings – Federal Government Is Back to Work: Updates on Market Structure Legislation… Paul Hastings
Latham & Watkins – U.S. Crypto Policy Tracker (including Trump’s Strategic Bitcoin Reserve EO) Latham & Watkins
CoinDesk – U.S. House Bill Would Allow Federal Taxes in BTC While Aiding U.S. Reserve CoinDesk
Decrypt – Proposed Bitcoin for America Bill Would Enable BTC Tax Payments Decrypt
The Block – Rep. Davidson Introduces Bill to Allow Taxes to Be Paid in BTC, Bolstering Strategic Reserve The Block
Wikipedia – U.S. Strategic Bitcoin Reserve overview Wikipedia
Sovereign Bitcoin & Events
Bitcoin Histórico – official site for El Salvador conference (Nov 12–13, 2025) Bitcoin Histórico
Bitcoin Magazine – El Salvador: The Making of a Sovereign Nation Bitcoin Magazine
Economia Bitcoin 2025 – event details for Usulután, El Salvador Coinpedia Events
Quantum & BIP-360 Resources
Human Rights Foundation – The Quantum Threat to Bitcoin Human Rights Foundation
HRF Reports index – Quantum threat listing Human Rights Foundation
BIP-360 official site – Pay to Quantum Resistant Hash bip360.org
The Bitcoin Manual – What IS BIP-360? The Bitcoin Manual
DelvingBitcoin – Changes to BIP-360 – Pay to Quantum Resistant Hash (P2QRH) Delving Bitcoin
HackerNoon – BIP-360: Bitcoin’s Quantum Wild West HackerNoon
HRF – The Quantum Threat to Bitcoin coverage & related posts YFarmX | Crypto News & Insights+1
Featured Substack Post
Bitcoin Fortress – The Quantum Threat and BIP-360 Future 
Also, check out my books available in multiple formats:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
Follow me on Nostr:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5

BF190 - Top Bitcoin News - 11/16/25

The Bitcoin Fortress Podcast - Episode 190
November 16, 2025
Block Height 923910 | Moscow Time 1062 | Fees 3/4/5
Market, Macro & Price Action
Bitcoin in ‘bear market regime’ as cryptocurrency falls below $95,000 – Yahoo Finance
https://finance.yahoo.com/news/bitcoin-in-bear-market-regime-as-cryptocurrency-falls-below-95000-164138043.html Yahoo Finance
Bitcoin sinks to six-month low as risk-off sentiment persists – Reuters
https://www.reuters.com/business/finance/bitcoin-slides-six-month-low-risk-off-tone-grips-markets-2025-11-14/ Reuters
Bitcoin Drops to Six-Month Low amid Bear Market Sell-Off – AlphaSpread
https://www.alphaspread.com/market-news/stock-movements/bitcoin-drops-to-six-month-low-amid-bear-market-sell-off www.alphaspread.com
Bitcoin falls 10% after Federal Reserve rate cut – Yahoo Finance
https://finance.yahoo.com/news/bitcoin-falls-10-federal-rate-104900693.html Yahoo Finance
Bitcoin Downturn Seeps Into Crypto Treasury Space – PYMNTS
https://www.pymnts.com/cryptocurrency/2025/bitcoin-downturn-seeps-into-crypto-treasury-space/ PYMNTS.com
US Government Reopening and Crypto Market Rebound – AInvest
https://www.ainvest.com/news/government-reopening-crypto-market-rebound-policy-shifts-institutional-moves-2511/ AInvest
Crypto News Today: US Government Shutdown Ends as Crypto Progress Continues – LiveBitcoinNews
https://www.livebitcoinnews.com/crypto-news-today-us-government-shutdown-ends-as-crypto-progress-continues-more-upside-ahead/ Live Bitcoin News
Crypto Market Trends – November 9, 2025 – Binance
https://www.binance.com/en/square/post/11-09-2025-binance-market-update-crypto-market-trends-november-9-2025-32148191570826 Binance
Bitcoin Crashes Under $97,000 as Nearly $1B in Longs Get Wiped Out – CastleCrypto
https://castlecrypto.gg/news/bitcoin-crashes-under-97000-as-nearly-1b-in-longs-get-wiped-out/ Castle Crypto
ETFs, Flows & Institutions
Bitcoin ETFs Swing by $800M in 24 Hours as Traders Brace for CPI Shock – CryptoSlate
https://cryptoslate.com/bitcoin-etfs-swing-by-800m-in-24-hours-as-traders-brace-for-cpi-shock/ CryptoSlate
Bitcoin ETF Inflows Spike as Market Confidence Creeps Back – CryptoDnes
https://cryptodnes.bg/en/bitcoin-etf-inflows-spike-as-market-confidence-creeps-back/ CryptoDnes.bg
Bitcoin ETF Inflows Hit $524M as BlackRock’s IBIT Leads Surge – TradingNews
https://www.tradingnews.com/news/bitcoin-btc-usd-etf-inflows-surge-to-524m-usd-blackrocks-ibit-dominate Trading News
US Spot Bitcoin ETFs Dashboard – SoSoValue
https://m.sosovalue.com/assets/etf/us-btc-spot SoSoValue
Bitcoin ETF Flows [Table & Chart] – Bitbo
https://bitbo.io/treasuries/etf-flows/ Bitbo
Bitcoin ETFs See $492M Outflow as XRP and Solana Attract Inflows – KuCoin News
https://www.kucoin.com/news/flash/bitcoin-etfs-see-492m-outflow-as-xrp-and-solana-attract-inflows KuCoin
Mining & Infrastructure
Bitcoin Miners Must Own Power or Die Trying Before Next Halving, MARA CEO Says – CoinDesk
https://www.coindesk.com/markets/2025/11/11/bitcoin-miners-must-own-power-or-die-trying-before-next-halving-mara-ceo-says CoinDesk
Bitcoin Mining Stock Prices Plummet, Lose $8 Billion in One Day – Yahoo Finance
https://finance.yahoo.com/news/bitcoin-mining-stock-prices-plummet-230251529.html Yahoo Finance
Trump Brothers-Backed American Bitcoin Swings to Profit on Margin Expansion – Reuters
https://www.reuters.com/business/trump-brothers-backed-american-bitcoins-quarterly-revenue-more-than-doubles-2025-11-14/ Reuters
Scaramuccis Led $220 Million Investment in Crypto Mining Firm Tied to President’s Family – Fortune
https://fortune.com/2025/11/15/aj-scaramucci-anthony-scaramucci-solari-capital-american-bitcoin-trump-crypto-empire/ Fortune
Cloud Mining in 2025: An Overview of FY Energy and Market Alternatives – CryptoNinjas
https://www.cryptoninjas.net/news/cloud-mining-in-2025-an-overview-of-fy-energy-and-market-alternatives/ CryptoNinjas
Adoption, Lightning & Payments
SoFi Rolls Out Crypto Trading as Digital Asset Gold Rush Draws Lenders – Reuters
https://www.reuters.com/technology/sofi-rolls-out-crypto-trading-digital-asset-gold-rush-draws-lenders-2025-11-11/ Reuters
Jack Dorsey’s Cash App Enables Bitcoin Lightning and Stablecoin Payments – The Block / Yahoo Finance
https://www.theblock.co/post/378837/jack-dorseys-cash-app-enables-bitcoin-lightning-and-stablecoin-payments The Block
Mirror: https://finance.yahoo.com/news/jack-dorsey-brings-bitcoin-lightning-005813330.html Yahoo Finance
Square Enables Bitcoin Payments for Merchants with Lightning Network Integration – Bitget / Coinspeaker
https://www.bitget.com/news/detail/12560605056472 Bitget
Bitcoin Lightning Network Usage Statistics 2025: Growth & Adoption – Coinlaw
https://coinlaw.io/bitcoin-lightning-network-usage-statistics/ CoinLaw
Lightning Network Gets ‘Real Bitcoin’ Reality Check – Protos
https://protos.com/lightning-network-gets-real-bitcoin-reality-check/ Protos
Lightning Thursday! November 13, 2025 – r/Bitcoin
https://www.reddit.com/r/Bitcoin/comments/1ovulnq/lightning_thursday_november_13_2025_explore_the/ Reddit
Adopting Bitcoin 2025 (Conference, El Salvador) – CoinPedia Events
https://events.coinpedia.org/adopting-bitcoin-2025-7358/ Coinpedia Events
Crypto News Catch Up | Nov. 9–15, 2025 – BitPinas
https://bitpinas.com/cryptocurrency/news-nov-15/ BitPinas
Regulation, Enforcement & Policy
Chinese Fraud Mastermind Jailed in UK for Laundering Bitcoin – Reuters
https://www.reuters.com/business/finance/chinese-fraud-mastermind-jailed-uk-laundering-bitcoin-2025-11-11/ Reuters
SEC Chair Paul Atkins Details New Crypto Rulebook – Coingape (roundup incl. Saylor rumor)
https://coingape.com/sec-chair-paul-atkins-details-new-crypto-rulebook/ CoinGape
The SEC’s No-Action Letter on Crypto Custody: What Advisers and Funds Need to Know – IQ-EQ
https://iqeq.com/insights/the-secs-no-action-letter-on-crypto-custody-what-advisers-and-funds-need-to-know/ IQ-EQ
Weekly Blockchain Blog – November 2025 #2 – JD Supra
https://www.jdsupra.com/legalnews/weekly-blockchain-blog-november-2025-2-9192544/ JD Supra
Latest in China’s Crypto Crackdown – Galaxy Digital Research
https://www.galaxy.com/insights/research/latest-in-chinas-crypto-crackdown Galaxy
Sentiment & Media
Strategy’s Michael Saylor Has a Message for Bitcoin Investors as Its Price Falls – Investopedia
https://www.investopedia.com/strategy-s-michael-saylor-has-a-message-for-bitcoin-investors-as-its-price-falls-11849689 Investopedia
I Asked ChatGPT Where Bitcoin Is Headed in 2026. Here’s What It Said. – Nasdaq
https://www.nasdaq.com/articles/i-asked-chatgpt-where-bitcoin-headed-2026-heres-what-it-said Nasdaq
Podcast Links (Referenced in Themes)
What Bitcoin Did – “What It Really Means to Be Sovereign | SeedSigner”
https://podcasts.apple.com/us/podcast/what-it-really-means-to-be-sovereign-seedsigner/id1482455669?i=1000736413837 Apple Podcasts
What Bitcoin Did – “Bitcoin Power Law: The End of Exponential Growth”
https://podcasts.apple.com/us/podcast/bitcoin-power-law-the-end-of-exponential-growth/id1482455669?i=1000736091582 Apple Podcasts
Stephan Livera Podcast – “Bitcoin Adoption in Mexico and Aureo with Gustavo Flores | SLP701”
https://stephanlivera.com/episode/701/ Stephan Livera
TFTC: A Bitcoin Podcast – “#681: The Health Insurance Death Spiral Is Here”
https://podcasts.apple.com/us/podcast/681-the-health-insurance-death-spiral-is-here-with/id1292381204?i=1000736114966 Apple Podcasts
The Breakdown – “Bitcoin’s $100K Test and the Return of Stimmy Checks”
https://podcasts.apple.com/gb/podcast/bitcoins-%24100k-test-and-the-return-of-stimmy-checks/id1438693620?i=1000736259435 Apple Podcasts
Milk Road Podcast – “Why Bitcoin’s Next Big Move Could Be $180K, Not $80K” (series page)
https://milkroad.com/podcast/bitcoin-og-explains-why-crypto-was-built-for-ai-not-humans-how-to-profit-from-it-erik-voorhees-TsL0dgPkjb8/ Milk Road
Featured Substack Post:
https://bitcoinfortress.substack.com/p/when-ai-eats-wall-street
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
Follow me on Nostr:
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BF189 - Top Bitcoin News - 11/9/25

✅ The Bitcoin Fortress Podcast
Show Notes
Episode 189 — November 9, 2025
Block height: 922,897 • Moscow Time: 965 • Fees: 1/1/1
 
Markets & Flows
CoinShares weekly flows: https://coinshares.com/research/digital-asset-fund-flows-weekly
Mid-week inflows: https://www.theblock.co/post/308970/bitcoin-ethereum-etf-inflows
Nov 5 tape: https://www.theblock.co/post/309044/bitcoin-etf-outflows-mid-week
CME OI rising: https://www.coindesk.com/markets/2025/11/06/cme-bitcoin-futures-open-interest-increases
Macro & Policy
GENIUS Act comment window closed: https://www.reuters.com/markets/us/us-treasury-seeks-comments-stablecoin-rules-2025-10-31/
Regulatory shift: https://www.coindesk.com/policy/2025/11/04/us-crypto-regulation-reversing-course/
Treasury retaining seized BTC: https://apnews.com/article/us-government-bitcoin-seized-assets-2025
Trump 50-year mortgages: https://www.reuters.com/world/us/trump-floats-50-year-mortgage-policy-2025-11-09/
Trump $2,000 stimulus: https://www.theblock.co/post/309204/trump-proposes-2000-stimulus-from-tariff-revenue
Mining / AI
Hashprice & hashrate: https://www.coindesk.com/tech/2025/11/05/hashprice-sinks-hashrate-climbs
Difficulty projection: https://www.coinwarz.com/mining/bitcoin/difficulty
Marathon earnings + AI: https://www.coindesk.com/business/2025/11/06/marathon-ai-hpc-data-centers-earnings
CleanSpark expansion: https://www.globenewswire.com/news-release/2025/11/06/clean-spark-power-contract-ai-campus.html
Riot October production: https://www.globenewswire.com/news-release/2025/11/05/riot-platforms-october-production
Applied Digital & Macquarie: https://www.reuters.com/technology/applied-digital-macquarie-investment-2025-09-30/
Lightning / Adoption
Square LN rollout: https://bitcoinmagazine.com/business/square-enables-lightning-for-merchants
Cash App LN features: https://bitcoinmagazine.com/markets/cash-app-adds-ln-payment-tools
Retail LN pilots: https://www.theblock.co/post/309108/us-retailers-pilot-bitcoin-lightning-payments
Corporate
MicroStrategy raise: https://www.coindesk.com/business/2025/11/04/microstrategy-plans-715m-raise-to-buy-bitcoin
Tether Q3: https://tether.to/en/tether-releases-q3-attestation-2025/
Legal
Binance lawsuit dismissal: https://www.reuters.com/legal/sec-drops-binance-lawsuit-2025-11-06/
FTX creditor payouts: https://www.coindesk.com/business/2025/11/03/ftx-creditor-payouts-round-2/
Tech
Bitlayer upgrade: https://www.coindesk.com/tech/2025/11/05/bitlayer-upgrades-bitvm-bridge-on-mainnet
BitVM efficiency gains: https://bitcoinmagazine.com/technical/bitvm-testing-major-efficiency-gains
Ordinals fees: https://bitcoinmagazine.com/markets/ordinals-fee-spike-returns
On-Chain
LTH accumulation: https://insights.glassnode.com/bitcoin-long-term-holder-supply
Funding rates: https://www.coinglass.com/funding
Volatility dashboard: https://www.theblock.co/data/bitcoin-volatility-dashboard
International
Nigeria: https://www.theblock.co/post/309112/nigeria-bitcoin-premium-widens
Argentina: https://bitcoinmagazine.com/adoption/argentina-bitcoin-lightning-boom
Banking / Strike
Bitcoin-collateralized loans: https://www.coindesk.com/business/2025/11/07/us-banks-bitcoin-collateral-lending-pilots
Strike expansion: https://bitcoinmagazine.com/business/strike-expands-us-integration-with-plaid
Featured Post
https://open.substack.com/pub/bitcoinfortress/p/the-bitcoin-lifestyle-episode-4-the
Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
Follow me on Nostr:
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