Bitcoin Fortress

🎙 Bitcoin Fortress Podcast — Episode 239
The New Economics of Scarcity
Date: November 1, 2026Block Height: 974157Moscow Time: 1282Fees: 1 / 1 /2
 
ABOUT THIS EPISODE
AI is repricing human labor. Debt is repricing capital. Bitcoin is challenging the monetary system beneath it all. In Episode 239, we explore the $6.3 billion Binance hack, Bitcoin's latest drawdown, the Fed's difficult monetary policy choices, the AI spending boom, and new long-term Bitcoin forecasts. We also examine the future of digital dollars, the importance of self-custody, and what these developments mean for financial sovereignty.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
The Price of Human Laborhttps://bitcoinfortress.substack.com/p/the-price-of-human-labor
 
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 (October 25, 2026 – November 1, 2026)
Bitcoin, Security & Sovereignty
1. Binance's $6.3 Billion Security Breach — Reuters: Binance to Resume Withdrawals After Recovering Stolen Funds
2. Bitcoin Sells Off Following Binance Hack — Reuters: Analysts React to Binance Security Breach
3. Strategy Reports Record Third-Quarter Operating Income — Strategy: Q3 Financial Results — $21 Billion Operating Income (October 29).
 
Nasdaq
4. Franklin Templeton Launches Bitcoin Dividend-Reinvestment ETFs — Bitcoin Magazine: Franklin Templeton Launches Two Bitcoin DRIP ETFs
5. Solo Miner Finds Bitcoin Block 973,262 — Bitcoin Magazine: FutureBit Apollo Solo Miner Finds Bitcoin Block
Monetary Policy, Debt & Energy
6. Federal Reserve Holds Rates at 3.75%–4% — Bitcoin Magazine: Fed Keeps Rates Steady in Split Vote
7. Bond Investors Shift Their Attention to AI and Fiscal Deficits — Reuters: Bond Investors Are Thinking Less About the Fed and More About AI, Deficits
8. Bank of Canada Raises Interest Rates — Reuters: Bank of Canada Raises Key Rate to 2.50%
9. OPEC+ Maintains Production Targets Amid Energy Inflation — Reuters: OPEC+ Keeps Oil Output Targets Steady
Artificial Intelligence & Human Labor
10. Microsoft Offers Buyouts to Approximately 60,000 Employees — Reuters: Microsoft Offers Employee Buyouts
11. Investors Demand Cash Flow From the AI Spending Boom — Reuters: Cash Is King as Investors Draw New Battle Lines in AI Spending Boom
12. Meta's AI Spending Pressures Its Credit Outlook — Reuters: S&P Global Revises Meta's Outlook to Negative
13. UPS Sees a $15 Billion Opportunity in AI Infrastructure — Reuters: UPS Sees Annual Revenue Opportunity From Data Center Boom
Bitcoin Adoption & the Future of Money
14. Bitwise Raises Its 2036 Bitcoin Target to $1.6 Million — Bitcoin Magazine: Bitwise Raises Bitcoin Price Target
15. U.S. Treasury Outlines Its Digital Asset Strategy — Bitcoin Magazine: U.S. Treasury Says U.S. Will Win in the Digital Asset Stack as CLARITY Act Stalls (October 28).
 
Bitcoin Magazine
16. Treasury Sanctions North Korean Fake-Worker Networks — Bitcoin Magazine: U.S. Treasury Sanctions Crypto Launderers Behind North Korea's Fake Workers (October 29).
 
Bitcoin Magazine
17. Google Develops Institutional Split-Key Crypto Custody — Bitcoin Magazine: Google Debuts Bank-Grade Crypto Custody Tool
18. Coinbase Misses Revenue Expectations as Trading Activity Slows — Bitcoin Magazine: Coinbase Misses Revenue Estimates as Users Fall
 
Bitcoin Podcast Universe
TFTC — Marty Bent and Matthew Mežinskis
Bitcoin Is Cheap and Nobody Believes It — October 27, 2026. A discussion of Bitcoin valuation, market sentiment, and the disconnect between short-term price action and long-term fundamentals.
TFTC Podcast
TFTC — Ten31 Timestamp: Spirit of '63
October 26, 2026. AI infrastructure, stablecoins, Treasury financing, and historical parallels with the National Currency Act of 1863.
TFTC on Apple Podcasts
Coin Stories — Natalie Brunell with Lyn Alden
The Invisible Rug Pull, Gold's Next Move & Bitcoin in 2036 — October 30, 2026. Lyn discusses Bitcoin's long-term outlook, monetary risks, and the potential impact of AI on cryptographic security.
Watch the Lyn Alden Interview
 
 

🎙 Bitcoin Fortress Podcast — Episode 238
The End of the Risk-Free Asset
Date: October 25, 2026Block Height: 973096Moscow Time: 1242Fees: 1 / 1 /1
 
ABOUT THIS EPISODE
What happens when the asset we've spent generations calling risk-free is no longer so risk-free? In Episode 238, we explore the structural repricing of government bonds, the growing cost of sovereign debt, Bitcoin's battle to establish a durable floor, and the enormous capital demands of the AI revolution. We also examine institutional Bitcoin adoption, stablecoin regulation, emerging payment networks for AI agents, and the latest conversations across the Bitcoin podcast universe. Our featured Substack essay, The End of the Risk-Free Asset, connects these developments to a larger question: what does financial safety really mean in a world where the old assumptions about money, debt, and investment returns are breaking down?
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
The End of the Risk-Free Assethttps://bitcoinfortress.substack.com/p/the-end-of-the-risk-free-asset
 
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 (October 18, 2026 – October 25, 2026)
Episode 238 — News articles and sources
Bitcoin and digital assets
1. Bitcoin briefly falls below $80,000, triggering $404 million in long liquidations — The Block, October 24.
Read article
2. Bitcoin ETFs reverse course with $636 million in outflows — The Block, October 23.
Read article
3. BlackRock files for Bitcoin ETF offering downside protection — The Block, October 19.
Read article
4. JPMorgan issues first long-term Bitcoin forecast, projecting 10% annual returns — The Block, October 20.
Read article
5. Michael Saylor's Strategy purchases another 267 Bitcoin for $22 million — The Block, October 19.
Read article
Stablecoins, regulation, and payments
6. OCC finalizes regulations implementing the GENIUS Act — OCC, October 21.
Read official announcement
7. American Bankers Association challenges stablecoin interest provisions — ABA Banking Journal, October 21.
Read article
8. Singapore, Malaysia, and Thailand expand cross-border stablecoin initiative — The Block, October 23.
Read article
9. HSBC launches Hong Kong dollar stablecoin RedCoin for retail users — The Block, October 23.
Read article
10. Mastercard opens early access to AI-agent payments following Coinbase and Cloudflare pilots — The Block, October 20.
Read article
Macro, AI, and sovereign debt
11. Meta shares slide as enormous AI spending alarms investors — Reuters, October 22.
Read article
12. Stocks drop as Meta fuels AI concerns and Treasury bonds rally — Reuters, October 22.
Read article
13. Oil prices surge amid geopolitical tensions and supply concerns — Reuters, October 22.
Read article — energy market coverage
14. Treasury financing plans spark anxiety on Wall Street — MarketWatch, October 19.
Read article
15. French government bond yields rise amid mounting fiscal concerns — Reuters, October 22.
Read article — French sovereign debt coverage
Podcast Universe 
Stephan Livera Podcast, Episode 782 — Debanking and Bitcoin Business Accounts in the EU
Stephan Livera Podcast, Episode 783 — Plan Your Second Passport Before You Need It
Stephan Livera Podcast, Episode 779 — Lightning in x402 and Agent Payments (earlier contextual episode).
Lyn Alden — Recent Wealthion Interview
 

🎙 Bitcoin Fortress Podcast — Episode 237
You Can't Print a Gigawatt:  When Reality Confronts the Money Printer
Date: October 18, 2026Block Height: 972030Moscow Time: 1233Fees: 1 / 1 /1
 
ABOUT THIS EPISODE
This week on The Bitcoin Fortress Podcast, we explore what happens when the financial system's ability to create credit runs into the real world's inability to create energy, infrastructure, and productive capacity on demand. From rising Treasury yields and growing skepticism about AI infrastructure financing to Bitcoin treasury companies facing new challenges, the common thread is becoming difficult to ignore: capital is no longer free, and reality is beginning to impose some discipline. We also examine the latest thinking from the Bitcoin podcast universe, revisit the importance of self-sovereignty, and feature the latest Bitcoin Fortress essay, You Can't Print a Gigawatt.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
You Can't Print a Gigawatthttps://bitcoinfortress.substack.com/p/you-cant-print-a-gigawatt
 
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:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
 
NEWS (October 11, 2026 – October 18, 2026)
Bitcoin Markets and Corporate Treasuries
Bitcoin falls below $82,000 after inflation report — The Block, October 14https://www.theblock.co/tag/bitcoin
Strategy buys another 250 BTC, holdings reach 848,250 BTC — The Block, October 12https://www.theblock.co/tag/bitcoin
Strive acquires 3,311 Bitcoin for $280 million — The Block, October 13https://www.theblock.co/tag/bitcoin
MSCI index changes threaten Bitcoin treasury companies — Investopedia, October 17https://www.investopedia.com/market-update-new-msci-index-standards-could-leave-strategy-behind-mstr-12177784
K33 questions Strategy's preferred-stock financing — The Block, October 14https://www.theblock.co/tag/bitcoin
Macro, Inflation and Monetary Policy
Hot September CPI raises expectations of additional rate hikes — Reuters, October 14https://www.reuters.com/business/view-hot-september-cpi-sends-rate-hike-bets-soaring-2026-10-14/
PIMCO warns Treasury yields may have further to rise — Reuters, October 13https://www.reuters.com/markets/us/us-treasury-yields-yet-peak-fed-may-tighten-further-pimcos-ivascyn-says-2026-10-13/
European sovereign debt concerns intensify — Reuters, October 14https://www.reuters.com/business/no-signs-new-eu-debt-crisis-prudent-fiscal-policy-is-needed-dombrovskis-2026-10-14/
China's producer inflation accelerates amid weak consumer demand — Reuters, October 14https://www.reuters.com/world/asia-pacific/chinas-factory-gate-inflation-accelerates-september-2026-10-14/
IMF meetings expose growing developing-country debt pressures — Reuters, October 18https://www.reuters.com/business/imfworld-bank-meetings-leave-developing-countries-with-more-questions-than-2026-10-18/
AI, Energy and Bitcoin Mining
Rising rates test AI data center financing boom — Reuters, October 15https://www.reuters.com/business/finance/market-selloff-rising-rates-test-ai-data-centre-deal-boom-2026-10-15/
Microsoft withdraws from Nscale UK data center deal — Reuters, October 18https://www.reuters.com/business/media-telecom/microsoft-pulls-out-uk-data-center-deal-with-nscale-telegraph-reports-2026-10-18/
America's AI infrastructure boom begins to fray — Financial Times, October 18https://www.ft.com/content/9ea5a37d-15c9-4d5b-94d6-719048c9cd3c
Former FTX-linked Bitcoin mining assets join the AI boom — Wall Street Journal, October 12https://www.wsj.com/finance/currencies/ftxs-old-bitcoin-mining-assets-are-now-part-of-the-ai-boom-76fe9037
Bitcoin mining production softens at major operators — The Block, October 15https://www.theblock.co/tag/mining
Security and Regulation
Google quantum breakthrough renews Bitcoin security debate — The Block, October 16https://www.theblock.co/news/web3/2026-10-16-google-quantum-computing-breakthrough-418787
Judge refuses to vacate Gemini's $5 million CFTC settlement — Reuters, October 16https://www.reuters.com/business/judge-rejects-cftc-gemini-bid-vacate-5-million-settlement-2026-10-16/
Around the Bitcoin Podcast Universe
TFTC #802: The Banks Are Fleecing You — Mel Mattison
TFTC #801: Proving What's Real in the Age of AI — Bryan Jacoutot
TFTC #800: London Closed the Strait of Hormuz — Tom Luongo (October 10)
TFTC episodes:https://podcasts.apple.com/us/podcast/tftc-a-bitcoin-podcast/id1292381204
 

🎙 Bitcoin Fortress Podcast — Episode 236
The Price of Everything is Changing
Date: October 11, 2026Block Height: 970958Moscow Time: 1192Fees: 1 / 1 /2
 
ABOUT THIS EPISODE
This week on The Bitcoin Fortress Podcast, we're watching two powerful economic forces collide. Capital is becoming more expensive as bond yields climb, inflation persists, and governments struggle with mounting debt. At the same time, artificial intelligence is making once-expensive capabilities increasingly abundant. We examine Bitcoin's resilience, the changing regulatory landscape, turmoil in global bond markets, the enormous financing demands of AI, and what it all means for monetary sovereignty. We also explore conversations from the Bitcoin podcast universe and feature my latest Substack essay, When Intelligence Becomes Cheap. The common thread? The old assumptions about money, value, and scarcity are being challenged.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
When Intelligence Becomes Cheaphttps://bitcoinfortress.substack.com/p/when-intelligence-becomes-cheap
 
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:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
 
NEWS (October 4, 2026 – October 11, 2026)
Bitcoin and digital assets
MarketWatch — Bitcoin's longer-term uptrend — Oct 5
Barron's — Bitcoin pressured by dollar and yields — Oct 7
Reuters — CFTC proposes crypto oversight rules — Oct 5
Barron's — CME and CFTC perpetual futures dispute — Oct 10
WSJ — Bitcoin investment products expand in Europe — Oct 8
Macro, interest rates and global debt
Reuters — Pimco warns 10-year Treasury could reach 6% — Oct 9
Reuters — Strong Treasury auction eases bond selloff — Oct 7
Barron's — Investors buy into Treasury rout — Oct 5
Reuters — Dollar and rates respond to Fed minutes — Oct 8
Reuters — Investors move toward cash and bonds — Oct 9
Reuters — European debt and bond-market stress — Oct 9
Energy and geopolitics
Reuters — Global debt dominates IMF–World Bank meetings — Oct 11
Reuters — Oil, inflation and global markets — Oct 9
Artificial intelligence and capital
Reuters — Financing the AI infrastructure boom — Oct 9
Reuters — Nvidia explores Reflection AI investment — Oct 10
Reuters — AI-led bull market approaches four years — Oct 9
Podcast references
TFTC — Jeremy Ryan Slate: Rome's Currency Debasement Playbook — Oct 5
TFTC — Susan Kokinda: The Economic Revolution Is Already Here — Oct 7
TFTC — Tom Luongo: London Closed the Strait of Hormuz — Oct 10
 

🎙 Bitcoin Fortress Podcast — Episode 235
The Map is Changing
Date: October 4, 2026Block Height: 969880Moscow Time: 1171Fees: 1 / 1 /2
 
ABOUT THIS EPISODE
Bitcoin spent another week doing something increasingly interesting: refusing to behave the way the old models say it should.
Treasury yields pushed above 5%. The dollar strengthened. Gold sold off. The Federal Reserve remained hawkish. The labor market weakened. And yet Bitcoin held together, institutional money continued moving into the asset, and corporate buyers kept stacking.
Maybe the story isn't simply that Bitcoin is getting stronger.
Maybe the map itself is changing.
This week we look at the return of expensive money, Bitcoin's surprising resilience, Strategy and Strive continuing to accumulate, the IMF's increasingly awkward relationship with El Salvador, growing political pressure around stablecoins, Bitcoin mining's collision with the AI energy buildout, and a Bitcoin podcast universe increasingly focused on sovereignty, self-custody, AI, tokenization and the changing architecture of money.
Then we'll connect all of it to this week's Bitcoin Fortress essay, The Great Repricing.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
The Great Repricinghttps://bitcoinfortress.substack.com/p/the-great-repricing
 
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 27, 2026 – October 4, 2026)
News and Research
CoinDesk — Analysts see the 10-year Treasury yield potentially reaching 6%
CoinDesk — Bitcoin shrugs off surging Treasury yields
Reuters — Gold falls as dollar and Treasury yields rise
Reuters — Fed may skip an October rate hike after weak jobs data
Reuters — Fed policymakers argue for patience before another hike
The Block — Bitcoin ETFs complete nine-day, $3.1 billion inflow streak
Yahoo Finance — Bitcoin finishes another green September
Investopedia — Strategy adds another 1,665 Bitcoin
Strive adds another 1,107 Bitcoin
The Block — CLARITY failure may have accelerated other crypto regulatory changes
SEC — Innovation exemption for tokenized U.S. securities
Reuters — Swiss central banker warns about stablecoins and monetary-policy transmission
Reuters — Senate report scrutinizes Iran-linked USDT activity
El Salvador receives IMF disbursement after Bitcoin-related waiver
Soluna and Bitdeer expand wind-powered Texas Bitcoin mining project
Coin Stories — Bitcoin mining, AI data centers and local infrastructure battles
CoinDesk — Bitcoin dominance approaches 60%
Reuters — Dollar remains strong amid elevated Treasury yields
Around the Bitcoin Podcast Universe
Market Disruptors — Lyn Alden: Nothing Stops This Train. Not Even AI
Kitco — Lyn Alden on deficits, Fed policy and Bitcoin
Stephan Livera Podcast — Bitcoin Savings vs Casino Exchanges with Julian Liniger
Stephan Livera Podcast — Why Bitkey Ditched Seed Phrases with Clay Garrett
TFTC #797 — The ColdCard Hack Was Only the Beginning
TFTC #796 — Own Your Intelligence Stack
Coin Stories — Simon Dixon on what could make him sell Bitcoin for gold
 

🎙 Bitcoin Fortress Podcast — Episode 234
When the Safe Asset Isn't Safe
Date: September 27, 2026Block Height: 968863Moscow Time: 1184Fees: 1 / 1 /1
 
In this episode: Bitcoin pushes back toward the mid-$80,000s as ETF inflows accelerate, while stress continues to build in the supposedly “safe” parts of the financial system. We look at the 10-year Treasury above 5%, Japan raising rates while the yen weakens, tightening global diesel supplies, Strategy buying Bitcoin again, Sequans exiting its Bitcoin treasury, and the continued migration of traditional finance onto digital rails. We also explore this week’s Bitcoin podcast conversation around sovereign debt, global liquidity and Bitcoin’s declining volatility before finishing with The Gift of Solitude and a different kind of sovereignty—the ability to be comfortable with your own thoughts in an increasingly noisy world.
 
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
 
Bitcoin Fortress Substack Featured Post:
The Gift of Solitudehttps://bitcoinfortress.substack.com/p/the-gift-of-solitude
 
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:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
 
NEWS (September 20, 2026 – September 27, 2026)
Bitcoin & Markets
Wall Street Journal — Bitcoin Jumps Above $86,000 to Eight-Month High
BeInCrypto — Bitcoin ETFs Pull In a Record $2.39 Billion
CoinDesk — Bitcoin’s Bear Markets Are Getting Milder
Yahoo Finance / Investing.com — Bitcoin Holds Near $84,000 as Treasury Yields Rise
Macro, Bonds & Energy
U.S. Treasury — Increased Long-End Treasury Buybacks
Reuters — Fed’s Collins Supports Rate Hike Amid Inflation Risks
Reuters — Yen Weakens Despite Bank of Japan Rate Increase
Reuters — Global Diesel Shortage Could Persist Into 2027
The Guardian — U.S. Considers Diesel Export Restrictions
Bitcoin Treasury Companies
The Block — Strategy Buys Another 950 BTC
SEC Filing — Sequans Completes Bitcoin Treasury Exit
Regulation & Financial Infrastructure
Federal Reserve — Proposed GENIUS Act Stablecoin Framework
CFTC — Updated Crypto and Blockchain Guidance
House Financial Services Committee Coverage — Strategic Bitcoin Reserve Legislation Advances
Bitcoin Technology & Infrastructure
Bitcoin Magazine — Assessing the Quantum Threat to Bitcoin
StarkWare — Quantum-Safe Bitcoin Transaction Costs Fall 79%
Yahoo Finance — Hut 8 Acquires Two Texas Data Centers
Podcast Universe
Saifedean Ammous — The Bond Crisis & Bitcoin’s Rise as a True Macro Asset
Jim Bianco — Macro Outlook, The Fourth Turning and Bitcoin Adoption
Brent Johnson — Bitcoin as the Pure Play on Global Liquidity
Dave Weisberger — Why Bitcoin FOMO Hasn’t Even Started Yet
The Bitcoin Layer — Central Banks Have Lost Control
 

🎙 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:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
 
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:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
 
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:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
 
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:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
 
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