Bitcoin Fortress
My goal is pretty simple: help people learn more about Bitcoin and seek financial freedom.
Bitcoin Fortress
Weekly Top Bitcoin News!
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Episodes
Sunday Nov 02, 2025
Sunday Nov 02, 2025
🎙️ The Bitcoin Fortress Podcast – Episode 188
📆 Week of October 27 – November 2, 2025📍 Block Height: 921,942 | 🕰 Moscow Time: 907 | 💸 Fees: 1 / 1 / 3
📰 News Segment Links
Bitcoin ends “Uptober” in the red
Spot ETF Outflows ~600M
Fed cuts 25bps, Powell signals caution
US shutdown delays crypto policy
Treasury Secretary praises Bitcoin’s uptime
Altcoin ETFs launched
Strategy (MSTR) posts $2.78B Q3 profit on BTC gains
Glassnode: 62,000 BTC moved from long-term holders
Bitcoin in “silent IPO” phase
Regulatory clarity rising, complexity too
Crypto caution grows with mainstream adoption
Citi and Coinbase build institutional payments rails
November seasonality – mean vs median
Altcoin season hype returns
Bitcoin hashrate remains strong
[Retail chases highs while institutions accumulate](← discussed, no specific link)
Macro risk returns: real yields rising
[Bitcoin-only simplicity in complex markets](← synthesis of prior items)
HRF: Quantum threat to Bitcoin
KuCoin summary of HRF report
Sean Bill on Bitcoin as Super-Collateral
📝 Featured Substack Post
• Bitcoin Fortress Episode 8 — The Future
📚 Bitcoin Fortress Books
Also, check out my books on Amazon, available in multiple formats:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
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Sunday Oct 26, 2025
Sunday Oct 26, 2025
Bitcoin Fortress Podcast
Show Notes — Episode 187
Recorded: Sunday, October 26, 2025Block height: 920,915 | Moscow Time: 880 | Fees: 1/1/1 sats/vB
Featured Substack Post
Bitcoin Fortress Episode 4: How to Use Bitcoin — Read at: https://open.substack.com/pub/bitcoinfortress/p/bitcoin-fortress-episode-4-how-to
Also, check out my 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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Market Action & Flows
Spot ETF inflows rebound (~$446 M) etc. — Dashboard: Farside Investors Farside
CoinShares weekly outflows (BTC −$946 M; alts green)
Whipsaw price action / ~$657 M liquidations on Oct 22 — “Crypto Sell-Off: $320M Liquidations as Bitcoin Falls Below $108K” (CoinDesk) CoinDesk
StanChart sub-$100k flush possibility
“Uptober” wobble — seasonality stress
Institutions, Products & Market Structure
FalconX to acquire 21Shares — Reuters coverage
Capitol Hill push for market-structure bill
CoinShares dashboard reference — Farside Investors flow data Farside
ETF flow tracker dispersion (IBIT vs peers) — BitBo ETF flows table Bitbo
Gold → Bitcoin rotation chatter — CryptoSlate article “$1.2B exits US Bitcoin ETFs …” CryptoSlate
Corporate Treasuries & Public Companies
MicroStrategy +168 BTC (Oct 20 filings)
Crypto-treasury caution (~$17B retail losses)
Mid-cap treasury adds (~150 BTC) — PRNewswire: Hyperscale Data Bitcoin Treasury Climbs to $60 Million
Mining, Infrastructure & Compute
ISS recommends reject CoreWeave deal for Core Scientific — Reuters: link Reuters+1
CoreWeave urges YES (proxy fight) — available via Finviz article: link Finviz
Bitdeer Sept ops +20.5% m/m — IR: Bitdeer Press Release
Miners → AI/HPC commentary
Riot earnings on deck — Riot IR page public: IR Page
Freedom Tech, Lightning & Self-Custody
Lightning for treasuries Op-Ed — CoinDesk: link
LN fundamentals refresher — BraveNewCoin article: link Brave New Coin
Policy, Enforcement & Macro
Macro pulse Oct 20: global markets graphic — Reuters: link
US–China overhang still in VAR — Reuters earlier: link
Congressional crypto market-structure momentum
Adoption & Culture
UK/EU access momentum
Education spike after volatility
Streaming/podcast cross-pollination
Security / Incidents
Quiet week no mega-hacks
Venture, Company Moves & Capital
Messari: 31 deals / $197M — Messari Report
Blockstream Capital Partners acquires Berglinde AG — BTC Times link
Miners’ equities in motion (RIOT/BTDR) — Finviz News link
Extra Market Color
Day by day ETF prints — Farside flows table above
OG whale skepticism: large short-put returns
Sunday Oct 19, 2025
Sunday Oct 19, 2025
Bitcoin Fortress Podcast
Show Notes — Episode 186
Date: Sunday, October 19, 2025Block height: 919,829Moscow Time index: 919 sats per dollarMempool fees: 1/1/3 sats/vB (low/medium/high)
Featured Substack Post
“Bitcoin and the Parable of the Talents” — Read it here (Bitcoin Fortress)
A deeper look at stewardship, time-preference, and why stacking Bitcoin is about more than just price.
Books by Your Host
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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Story Links & Topics Covered
Market Action & On-Chain
Massive ~$19 billion crypto‐market liquidation event (Oct 10-11) — Investopedia (Substack)
U.S.–China trade escalation triggers Bitcoin drop to ~$104,782 — Economic Times (Substack)
October tracking toward worst month in a decade for Bitcoin — CoinDesk (Substack)
Technical setups suggest breakout still possible this month if ~$105K is cleared — CoinCentral (Substack)
Institutional flows: mixed signals even in volatile markets — OneSafe Blog (Substack)
On-chain structure reveals market fragility (liquidity, leverage risk) — commentary / analytics.
Adoption & Institutional Channels7. UK retail on-ramp: BlackRock launching bitcoin-linked ETP in UK — The Times8. Corporate treasury mania under scrutiny — (analysis piece)9. Potential wealth-rotation: gold slipping, Bitcoin holding relative strength — 99Bitcoins
Freedom Tech, Privacy & Infrastructure10. Jack Dorsey: “Bitcoin is money, not crypto” framing — TradingView News
DeFi meets regulation discussion at FinTech Week D.C. — CoinDesk
Self-custody & rails (Lightning, Fedimint, federated wallets) gaining attention.
Policy, Regulation & Macro Cross-Currents13. Financial Stability Board (FSB) warns of “significant gaps” in global crypto regulation — Reuters
U.S. Securities and Exchange Commission (SEC) chair: U.S. is a decade behind on crypto regulation — Bitget News
~$14-15 billion Bitcoin seizure from global scam spanning Cambodia — AP News
Stablecoin operational risk: Paxos accidentally mints $300 trillion PYUSD — Tom’s Hardware
Macro context: Bitcoin exposed to global liquidity, trade-war and risk-asset flows.
Mining, Infrastructure & Backend18. Mining business evolving: power-first over coin-first.19. Hash-rate stability and miner accumulation despite price weakness.
Meta & Market Structure20. Is the classic 4-year halving cycle broken? (research / commentary)21. Derivatives & options markets widen path-dependency (liquidations, skew).22. Sentiment at extreme fear levels — contrarian setup? — 99Bitcoins
Culture & Adoption Tidbits23. Bitcoin documentary release on major streaming platforms.24. Infrastructure updates: Start9/Fedimint, federated self-hosting tools.25. Emerging Lightning payments use-cases in messaging & commerce.26. Sovereign money narrative resurfaces in multiple podcast & article threads.27. Education & content expansion: Bitcoin reaching mainstream awareness.28. Community & open-source momentum: developer tools, protocol improvements.29. Podcast insights: self-custody, insurance, stacking habit (see Podcast Recap).30. Q4 question: Will Bitcoin break out or consolidate? Strategy reminder for fortress listeners.
Podcast Recap
Bitcoin Audible – Chat 147: Interview with Rob Hamilton (AnchorWatch) on multisig, insurance & institutional custody.
Rabbit Hole Recap #379: Hosts Matt Odell & Marty Bent on “Stay Humble, Stack Gold”, infrastructure updates, recent crash.
Key takeaway: Sovereignty, self-custody, tech rails & stacking habit matter as much as price.
Sunday Oct 12, 2025
Sunday Oct 12, 2025
Bitcoin Fortress — Episode 185Date: Oct 12, 2025 · Block: 918,759 · Moscow Time: 874 · Fees: 1 / 1 / 1
Links by Segment
BTC near new ATH — Reuters: https://www.reuters.com/business/bitcoin-hovers-near-all-time-high-2025-10-06/Also: Reuters (ATH print): https://www.reuters.com/world/asia-pacific/bitcoin-hits-all-time-high-above-125000-2025-10-05/
Record weekly inflows ($5.95B) — Reuters summary: https://www.reuters.com/sustainability/boards-policy-regulation/global-crypto-etfs-attract-record-595-billion-bitcoin-scales-new-highs-2025-10-07/CoinShares coverage via The Block: https://www.theblock.co/post/373487/global-crypto-etps-record-weekly-inflows-bitcoin-all-time-high-coinshares
Daily ETF flow dashboards — Farside: https://farside.co.uk/btc/All-data table: https://farside.co.uk/bitcoin-etf-flow-all-data/
JPMorgan $165k (vol-adjusted vs. gold) — CoinDesk: https://www.coindesk.com/markets/2025/10/02/bitcoin-could-reach-usd165k-based-on-golds-record-run-jpmorganYahoo Finance mirror: https://sg.finance.yahoo.com/news/bitcoin-could-reach-165k-based-125100745.html
Liquidations ~$19B; >1.6M traders — Economic Times: https://m.economictimes.com/markets/cryptocurrency/crypto-news/crypto-faces-historic-19-billion-slide-as-trump-slaps-100-tariffs-on-chinese-tech/articleshow/124497346.cmsBloomberg recap (1.6M traders): https://www.bloomberg.com/news/articles/2025-10-11/crypto-s-record-selloff-sparks-intrigue-over-who-got-wiped-outYahoo Finance: https://finance.yahoo.com/news/trump-tariffs-upend-crypto-market-044855553.html
One-hour wipe — Yahoo Finance: https://finance.yahoo.com/news/trump-tariffs-upend-crypto-market-044855553.html
Bitwise PM post-mortem — CoinDesk: https://www.coindesk.com/markets/2025/10/12/friday-s-usd20b-crypto-market-meltdown-a-bitwise-portfolio-manager-s-postmortem-analysis
“Uptober” breakout context — Reuters (near ATH): https://www.reuters.com/business/bitcoin-hovers-near-all-time-high-2025-10-06/
U.S. buys Argentine pesos — Reuters: https://www.reuters.com/world/americas/us-purchased-argentine-pesos-after-top-finance-officials-meeting-bessent-says-2025-10-09/AP News: https://apnews.com/article/7432a188e57264f0e5f6c753ddc40879
Luxembourg sovereign fund buys BTC ETFs — CoinDesk: https://www.coindesk.com/policy/2025/10/09/luxembourg-claims-bragging-rights-as-first-eurozone-nation-to-invest-in-bitcoinCointelegraph: https://cointelegraph.com/news/luxembourg-sovereign-wealth-fund-invests-in-bitcoin-etfsYahoo Finance: https://finance.yahoo.com/news/luxembourg-sovereign-wealth-fund-invests-194927123.html
EU digital euro roadmap & timing — Reuters (ministers roadmap): https://www.reuters.com/business/finance/eu-ministers-seek-agreement-digital-euro-be-independent-visa-mastercard-2025-09-19/Reuters (Cipollone 2029): https://www.reuters.com/business/finance/ecbs-cipollone-eyes-2029-digital-euro-launch-2025-09-23/ECB bank-run simulation: https://www.reuters.com/business/finance/digital-euro-could-drain-up-700-billion-euros-deposits-bank-run-ecb-says-2025-10-10/
Stablecoins vs. EM banks / USD demand — Reuters (Std Chartered $1T): https://www.reuters.com/business/finance/stablecoins-could-suck-1-trillion-em-banks-next-three-years-standard-chartered-2025-10-07/Reuters (JPM $1.4T USD demand): https://www.reuters.com/business/global-markets-stablecoins-jpm-2025-10-08/
Banks explore G7-pegged stablecoins — Reuters: https://www.reuters.com/business/finance/major-banks-explore-issuing-stablecoins-pegged-g7-currencies-2025-10-10/
Block/Square Bitcoin for merchants — Square IR: https://investors.block.xyz/investor-news/news-details/2025/Square-Brings-Bitcoin-to-Main-Street-With-First-Integrated-Payments-and-Wallet-Solution-for-Local-Businesses/default.aspxCointelegraph: https://cointelegraph.com/news/square-bitcoin-payments-merchants-cryptoBrave New Coin: https://bravenewcoin.com/insights/square-brings-bitcoin-payments-to-4-million-u-s-merchants
ETF tracking tools — Farside all-data: https://farside.co.uk/bitcoin-etf-flow-all-data/Bitbo flows (alt view): https://bitbo.io/treasuries/etf-flows/
Difficulty at records — CoinWarz: https://www.coinwarz.com/mining/bitcoin/difficulty-chartWeekly note: https://ff.io/blog/news/weekly-2025-10-04
Mining margins & pivots — Cointelegraph explainer (current state): https://cointelegraph.com/explained/bitcoin-mining-in-2025
Non-BTC ETF filings — The Block: https://www.theblock.co/post/373487/global-crypto-etps-record-weekly-inflows-bitcoin-all-time-high-coinshares (filings context)
19–30) Macro & structure color — see 2–7 and 11–15 above for sources that underpin the week’s regime (flows, tariffs, liquidations, EU policy).
31–34) Highlighted again — U.S.–Argentina pesos: Reuters/AP (see #9)— Luxembourg BTC ETFs: CoinDesk/Cointelegraph/Yahoo (see #10)— JPM $165k: CoinDesk/Yahoo (see #4)— Block/Square rollout: Square IR + CT/BNC (see #14)
Featured Substack Post
“The Austrian School of Economics - A History that Speaks to Bitcoiners” — https://open.substack.com/pub/bitcoinfortress/p/the-austrian-school-of-economics
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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Sunday Oct 05, 2025
Sunday Oct 05, 2025
Bitcoin Fortress — Episode 184 Date: October 5, 2025 Block Height: 917,785 Moscow Time: 810 Fees: 1 / 1 / 2
1) Bitcoin prints a new all-time high above ~$125,000 https://www.reuters.com/world/asia-pacific/bitcoin-hits-all-time-high-above-125000-2025-10-05/
2) ETF flows rebound: second-highest weekly inflows https://www.theblock.co/post/373425/bitcoin-etfs-rebound-with-second-highest-weekly-inflows-since-launch-as-btc-approaches-all-time-high
3) IBIT crosses ~$95B AUM milestone https://www.blackrock.com/us/individual/products/333011/ishares-bitcoin-trust
4) Daily flows early October show absorption https://farside.co.uk/btc/?utm_source=chatgpt.com
5) Macro shock + “Uptober” narrative https://www.coindesk.com/markets/2025/10/02/bitcoin-surges-above-usd119k-as-u-s-government-shutdown-takes-effect-btc-options-look-cheap
6) Rate cut recap & outlook * (as previous) Reuters Fed coverage
7) Citi trims BTC / lifts ETH https://www.reuters.com/business/citigroup-lifts-ether-outlook-trims-bitcoin-view-shifting-investor-flows-2025-10-02
8) JPM spot path to $165k https://www.theblock.co/post/373241/jpmorgan-bitcoin-price-165000-debasement-trade
9) CryptoQuant Q4 $160k–$200k path https://www.theblock.co/post/373121/bitcoin-price-160000-200000-q4-cryptoquant
10) Mining difficulty record (~150.84T) https://www.coindesk.com/markets/2025/10/02/bitcoin-mining-hits-toughest-level-yet-while-hashprice-slides
11) Forecasted downward difficulty https://www.coinwarz.com/mining/bitcoin/difficulty-chart
12) Rig order boom https://www.cointelegraph.com/news/canaan-shares-surge-50-000-rig-bitcoin-mining-deal
13) Leverage returns https://www.coindesk.com/markets/2025/09/30/leveraged-bitcoin-longs-are-back-in-force-trading-firm-says
14) Options cheap call activity https://www.coindesk.com/markets/2025/10/02/bitcoin-surges-above-usd119k-as-u-s-government-shutdown-takes-effect-btc-options-look-cheap
15) SEC generic ETF listing rules (see prior reference on SEC listing changes)
16) ETF filing wave https://www.theblock.co/post/373388/things-are-getting-wild-funds-file-dozens-of-proposals-for-cryptocurrency-etfs-to-the-sec
17) Franklin Templeton / Binance digital asset push https://www.decrypt.co/338817/binance-teams-franklin-templeton-crypto-product-push
https://www.franklintempleton.com/insights/digital-assets
18) EU ministers map digital euro roadmap https://www.reuters.com/business/finance/eu-ministers-seek-agreement-digital-euro-be-independent-visa-mastercard-2025-09-19
https://www.reuters.com/business/finance/ecbs-cipollone-eyes-2029-digital-euro-launch-2025-09-23
https://www.reuters.com/business/finance/ecb-picks-ai-startup-prevent-digital-euro-frauds-2025-10-02
19) EU watchdog calls stablecoin safeguards https://www.reuters.com/business/finance/eu-risk-watchdog-calls-urgent-safeguards-stablecoins-2025-10-02
20) European banks to launch euro stablecoin https://www.reuters.com/business/finance/big-european-banks-form-company-launch-stablecoin-2025-09-25
21) OranjeBTC listing with BTC treasury https://www.reuters.com/world/americas/billionaire-backed-bitcoin-firm-oranjebtc-begin-trading-brazilian-exchange-2025-10-01
22) TOKEN2049 Singapore momentum https://www.reuters.com/world/asia-pacific/ziplines-djs-trump-singapores-crypto-conference-has-attendees-roaring-2025-10-02
23) Sanctioned rouble token sponsor https://www.reuters.com/sustainability/boards-policy-regulation/rouble-backed-token-targeted-by-sanctions-sponsors-top-crypto-conference-2025-10-03
24) U.S. equity fund inflows spike https://www.reuters.com/business/us-equity-funds-see-sharp-weekly-inflows-rate-cut-hopes-2025-10-03
25) SEC/IPO processing delays https://www.reuters.com/sustainability/boards-policy-regulation/us-government-shutdown-threatens-disrupt-ipo-market-momentum-2025-10-01
26) World Liberty Financial crypto debit card plans https://www.reuters.com/sustainability/boards-policy-regulation/world-liberty-financial-launch-debit-card-early-this-year-2025-10-01
27) Uptober stats & market cap jump https://www.theblock.co/post/373369/bitcoin-hits-new-all-time-high-crosses-125000-for-the-first-time-as-uptober-momentum-builds
28) BTC overtakes Amazon in charts https://m.economictimes.com/news/international/us/bitcoin-hits-record-high-of-125689-days-after-surpassing-amazon-to-become-the-worlds-seventh-most-valuable-asset/articleshow/124317185.cms
29) Miner stress despite price https://www.coindesk.com/markets/2025/10/02/bitcoin-mining-hits-toughest-level-yet-while-hashprice-slides
30) Daily absorption continues https://farside.co.uk/btc/?utm_source=chatgpt.com
31) Podcast Themes Roundup (referenced from What Bitcoin Did, Rabbit Hole Recap, Coin Stories, etc.)
Featured Post on Bitcoin Fortress Substack: https://open.substack.com/pub/bitcoinfortress/p/overcoming-common-objections-to-using
Fountain Shout-Out: @godsdeth — 225 sats. Thank you sir!
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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Sunday Sep 28, 2025
Sunday Sep 28, 2025
Bitcoin Fortress — Episode 183 Date: September 28, 2025 Block Height: 916,801 Moscow Time: 907 Fees: 1 / 1 / 1
News:
1) Strive acquires Semler; 5,816 BTC added https://www.reuters.com/legal/transactional/ramaswamy-backed-strive-buy-semler-13-billion-deal-all-stock-deal-boosting-2025-09-22/
2) IREN pivots into AI; stock jumps https://www.investors.com/news/bitcoin-price-selloff-iren-stock-ai-cloud-expansion-bitdeer-gold-silver/
3) $1.5B+ in crypto liquidations https://www.businessinsider.com/bitcoin-ethereum-price-today-crypto-selloff-liquidation-derivatives-market-2025-9
4) BTC dips below \$111K after U.S. growth revision https://www.coindesk.com/markets/2025/09/25/bitcoin-falls-below-usd111k-crypto-stocks-plunge-as-gdp-revision-dampens-rate-cut-odds
5) Crypto market value drops ~$300B https://m.economictimes.com/news/international/us/crypto-market-crash-2025-why-300-billion-in-cryptocurrencies-btc-bitcoin-eth-wiped-out-this-week/articleshow/124182079.cms
6) ETFs buying ~9× miner issuance https://cryptobriefing.com/bitcoin-etf-demand-outpaces-supply-etfs-buy-9x-more-btc-than-miners-produce/
7) SEC eases listing rules for commodity/crypto ETFs https://www.reuters.com/sustainability/boards-policy-regulation/sec-paves-way-crypto-spot-etfs-with-new-listing-rules-2025-09-18/
8) Hashdex Nasdaq Crypto ETF approved https://www.digitaljournal.com/pr/news/indnewswire/sec-approves-hashdex-nasdaq-etf-180593749.html
9) September fade: “Red September” fears https://decrypt.co/341401/crypto-market-red-september-bitcoin-barely-hangs-on
10) October rally possible despite weakness https://coincentral.com/bitcoin-prepares-for-october-rally-as-september-crash-strikes-again/
11) Cipher undervaluation claimed by DCF https://simplywall.st/stocks/us/software/nasdaq-cifr/cipher-mining/news/is-cipher-minings-skyrocketing-2025-returns-justified-after/amp
12) UK to allow retail access to crypto ETPs https://www.thearmchairtrader.com/crypto/a-safer-way-into-the-cryptocurrency-maze/
13) Mining equity ETFs gaining narrative https://www.etftrends.com/crypto-channel/crypto-mining-etfs-digging-deep/
14) Momentum ETFs: gold/silver/BTC lead https://markets.financialcontent.com/wral/article/marketminute-2025-9-26-gold-silver-and-bitcoin-etfs-shine-amidst-global-turmoil-a-new-era-for-safe-haven-assets
15) Warsaw launches BTC ETF in Europe https://volity.io/news/september-crypto-market-update/
16) BTC & alts tumble in daily selloff https://www.barrons.com/articles/bitcoin-price-xrp-ethereum-crypto-slump-b7bff44d?utm_source=chatgpt.com
17) Macro narrative: “1 big reason to buy BTC before year-end” https://www.fool.com/investing/2025/09/28/1-big-reason-to-buy-bitcoin-before-the-end-of-2025/
18) U.S. Strategic Bitcoin Reserve (policy background) https://en.wikipedia.org/wiki/U.S._Strategic_Bitcoin_Reserve
19) Texas state BTC reserve law status https://en.wikipedia.org/wiki/Texas_Strategic_Bitcoin_Reserve
20) New wave of ETFs expected in Q4 https://www.reuters.com/legal/government/crypto-etfs-set-flood-us-market-regulator-streamlines-approvals-2025-09-24/
21) September pullback resets sentiment https://decrypt.co/341401/crypto-market-red-september-bitcoin-barely-hangs-on
22) Gold & safe asset inflows rising https://markets.financialcontent.com/wral/article/marketminute-2025-9-26-gold-silver-and-bitcoin-etfs-shine-amidst-global-turmoil-a-new-era-for-safe-haven-assets
23) Institutional correlation rising https://arxiv.org/abs/2501.09911
24) Interplanetary / quantum timestamping paper https://arxiv.org/abs/2508.20591
25) Mining ETFs gaining more attention https://www.etftrends.com/crypto-channel/crypto-mining-etfs-digging-deep/
26) Deutsche Bank: central banks likely adopt Bitcoin + gold https://www.coindesk.com/markets/2025/09/22/bitcoin-to-join-gold-on-central-bank-reserve-balance-sheets-by-2030-deutsche-bank
https://www.dbresearch.com/PROD/RI-PROD/PROD0000000000603643/Bitcoin_vs__Gold%3A_The_Future_of_Central_Bank_Reser.PDF
https://finance.yahoo.com/news/deutsche-bank-bitcoin-could-join-095525226.html
27) Luke Dashjr censorship fork proposal debate https://www.cryptotimes.io/2025/09/26/luke-dashjrs-hardfork-proposal-to-save-bitcoin-sparks-debate/?utm_source=chatgpt.com
https://www.bitget.com/amp/news/detail/12560604990799?utm_source=chatgpt.com
https://www.ainvest.com/news/bitcoin-core-conflict-spam-filters-censorship-risks-2509/
28) UK digital ID plan + backlash https://www.gov.uk/government/news/new-digital-id-scheme-to-be-rolled-out-across-uk
https://www.reuters.com/world/uk/britain-introduce-mandatory-digital-id-cards-2025-09-26/
https://www.theguardian.com/politics/2025/sep/27/petition-opposing-starmer-plan-digital-id-cards?utm_source=chatgpt.com
29) BTC holds better than alts in downturn https://www.banklesstimes.com/articles/2025/09/28/crypto-weekly-recap-bnb-targets-2k-bitcoin-falls-below-110k-795m-eth-etf-outflows-doge-xrp-etfs-debut-sept-21-27-2025/?utm_source=chatgpt.com
30) Closing snapshot & factors to watch https://www.coinwarz.com/mining/bitcoin/difficulty-chart
Featured Substack Post: https://open.substack.com/pub/bitcoinfortress/p/why-people-of-faith-are-often-early
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
Follow me on Nostr:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
Sunday Sep 21, 2025
Sunday Sep 21, 2025
Bitcoin Fortress — Episode 182Date: Sept 21, 2025Block Height: 915,753Moscow Time: 865Fees: 1 / 3 / 4
1) Fed cut 25 bps; more cuts signaled- Reuters: https://www.reuters.com/business/fed-lowers-interest-rates-signals-more-cuts-ahead-miran-dissents-2025-09-17/
- Reuters (Powell “risk management”): https://www.reuters.com/business/view-fed-lowers-rates-by-quarter-point-powell-says-was-risk-management-cut-2025-09-17/
2) Street adds Oct/Dec cuts- Reuters (Gundlach / more cuts commentary): https://www.reuters.com/business/doubleline-capital-ceo-gundlach-says-feds-25-bps-rate-cut-is-the-right-move-2025-09-17/
3) Glassnode: September strong; YTD bull “soft”- Glassnode Week On-Chain: https://insights.glassnode.com/the-week-onchain-week-37-2025/
- Cointelegraph (best Sept in 13 years): https://cointelegraph.com/news/bitcoin-price-gains-8-september-2025-on-track-for-best-in-13-years
- TradingView relay of CT story: https://www.tradingview.com/news/cointelegraph%3A1e2968ec4094b%3A0-bitcoin-price-gains-8-as-september-2025-on-track-for-best-in-13-years/
4) Vietnam: ~86M accounts frozen/closed for biometrics- Cointelegraph: https://cointelegraph.com/news/bitcoiners-criticize-vietnam-closing-86m-bank-accounts
- (Syndication) CoinFi: https://www.coinfi.com/news/1717721/why-we-bitcoin-vietnam-closes-86m-bank-accounts-that-fail-biometrics
5) Canada: RCMP dismantles TradeOgre; >C$56M seized- RCMP press release: https://rcmp.ca/en/news/2025/09/rcmp-executes-record-seizure-more-56-million-dollars-cryptocurrency
- CoinDesk: https://www.coindesk.com/policy/2025/09/18/rcmp-seizes-usd56m-cad-in-crypto-shuts-down-tradeogre-in-canada-s-largest-digital-asset-bust
- Global News: https://globalnews.ca/news/11434722/rcmp-record-cryptocurrency-seizure/
6) ETFs vs issuance: funds out-buy miners- Yahoo Finance (River flow map): https://finance.yahoo.com/news/businesses-absorbing-bitcoin-4x-rate-160711584.html
- altii BTC report (450 BTC/day issuance reference): https://www.altii.de/the-altii-btc-report-2025-09-02/
- The Block ($553M daily inflow, Sep 12): https://www.theblock.co/post/370413/spot-bitcoin-etfs-553-inflows
7) Difficulty ATH; next jump projected- Cointelegraph (142.3T): https://cointelegraph.com/news/bitcoin-mining-difficulty-all-time-high-centralization-fear
- CoinWarz next adjustment est: https://www.coinwarz.com/mining/bitcoin/difficulty-chart
8) Miners ripping- CoinDesk futures/OI wrap mentions miner beta context: https://www.coindesk.com/markets/2025/09/19/crypto-markets-today-treading-cautiously-with-smaller-tokens-showing-froth
- (Also) CoinDesk Friday tape: https://www.coindesk.com/markets/2025/09/19/crypto-gives-away-week-s-gains-in-friday-decline
9) American Bitcoin (ABTC) mainstream profile- Barron’s: https://www.barrons.com/articles/american-bitcoin-stock-trump-gryphon-f5672bd5
10) BitGo files for IPO (BTGO)- Reuters: https://www.reuters.com/technology/crypto-custody-startup-bitgo-files-us-ipo-2025-09-19/
- CoinDesk: https://www.coindesk.com/business/2025/09/20/bitgo-files-for-ipo-with-usd4-2b-in-h1-2025-revenue-usd90b-in-crypto-on-platform
11) Michigan BTC reserve bill advances- CoinDesk: https://www.coindesk.com/policy/2025/09/19/michigan-s-stalled-bitcoin-reserve-bill-advances-after-7-months/
- Yahoo Finance relay: https://uk.finance.yahoo.com/news/michigans-stalled-bitcoin-bill-advances-074944268.html
12) Futures OI up after FOMC- CoinDesk: https://www.coindesk.com/markets/2025/09/19/crypto-markets-today-treading-cautiously-with-smaller-tokens-showing-froth/
13) Friday gave back gains; higher lows intact- CoinDesk: https://www.coindesk.com/markets/2025/09/19/crypto-gives-away-week-s-gains-in-friday-decline
- Yahoo relay: https://finance.yahoo.com/news/crypto-gives-away-weeks-gains-155303876.html
14) JPM: BTC undervalued vs gold as vol collapses- CoinDesk: https://www.coindesk.com/markets/2025/08/28/bitcoin-undervalued-versus-gold-as-volatility-collapses-jpmorgan-says
- Yahoo Finance relay: https://finance.yahoo.com/news/bitcoin-undervalued-compared-gold-fair-172230487.html
15) CME/derivatives deepening- CoinDesk Indices note (CME OI, flows): https://www.coindesk.com/coindesk-indices/2025/09/17/now-is-the-time-for-active-management-in-digital-assets/
16) ETF rotation: new spot funds > legacy trusts- The Block daily flows: https://www.theblock.co/post/370413/spot-bitcoin-etfs-553-inflows
17) September strength (seasonality flip)- Cointelegraph: https://cointelegraph.com/news/bitcoin-price-gains-8-september-2025-on-track-for-best-in-13-years
18) Global policy split: Fed eases, others hold- Reuters: https://www.reuters.com/business/finance/global-markets-cenbank-graphic-2025-09-19/
19) Institutional > retail- Reuters (context from summer ATH): https://www.reuters.com/sustainability/boards-policy-regulation/bitcoin-rally-driven-more-by-institutional-demand-than-speculation-2025-07-14/
20) Miners’ energy economics- (Context via difficulty & miner rally items) CT difficulty: https://cointelegraph.com/news/bitcoin-mining-difficulty-all-time-high-centralization-fear
- CoinDesk market wraps (miner beta context): https://www.coindesk.com/markets/2025/09/12/crypto-markets-today-bitcoin-pulls-back-pengu-open-interest-surges
21) Price map (levels)- CoinDesk (resistance talk, OI): https://www.coindesk.com/markets/2025/09/19/crypto-markets-today-treading-cautiously-with-smaller-tokens-showing-froth/
22) “Slow bull” theme (on-chain + pods)- Glassnode: https://insights.glassnode.com/the-week-onchain-week-37-2025/
23) Podcast: What Bitcoin Did — “Is Bitcoin Culture Dead?” (Rizzo)- Apple: https://podcasts.apple.com/us/podcast/is-bitcoin-culture-dead-pete-rizzo/id1482455669?i=1000727497867
24) Podcast: Rabbit Hole Recap #375 — “The Powell Parlay”- Audacy: https://www.audacy.com/podcast/rabbit-hole-recap-f28d4/episodes/rabbit-hole-recap-375-the-powell-parlay-b519c
- YouTube: https://www.youtube.com/watch?v=8qkZAWH9Jto
25) Podcast: Coin Stories — recent macro/treasury episodes- Apple (feed): https://podcasts.apple.com/us/podcast/coin-stories/id156913093
2
26) Bitcoin Magazine on the cut & Q4- Article: https://bitcoinmagazine.com/markets/fed-rate-cut-boosts-bitcoin-price-ahead-of-q4-melt-up
27) American Bitcoin stock narrative (mainstream lens)- Barron’s: https://www.barrons.com/articles/american-bitcoin-stock-trump-gryphon-f5672bd5
28) On-chain supply/dormancy context- Glassnode: https://insights.glassnode.com/the-week-onchain-week-37-2025/
29) BTC dominance steady; alts wobble- CoinDesk Friday tape: https://www.coindesk.com/markets/2025/09/19/crypto-gives-away-week-s-gains-in-friday-decline
30) Difficulty jump risk into early Oct- CoinWarz estimate: https://www.coinwarz.com/mining/bitcoin/difficulty-chart
Featured Substack Post:https://open.substack.com/pub/bitcoinfortress/p/success-failure-and-the-lessons-of
Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
Sunday Sep 14, 2025
Sunday Sep 14, 2025
📜 Show Notes — Bitcoin Fortress Podcast, Episode 181
Recorded: September 14, 2025Block Height: 914,680 • Moscow Time: 864 • Fees (low/med/high): 1 / 3 / 4 sats/vB
Segment Sources (1–31)
Bitcoin-proxy equities cool / premiums compress — Reuters overview of “bitcoin hoarder” stocks pullback; FT analysis of the “crypto treasury” trade.Link: https://www.reuters.com/business/bitcoin-buyers-plunge-investors-crypto-euphoria-fades-2025-09-10/ ReutersLink: https://www.ft.com/content/ad063ed3-4c69-40e6-a478-40e0061d1b3c Financial Times
S&P 500 & MicroStrategy (index inclusion context) — S&P U.S. Indices methodology (eligibility criteria); recent coverage of non-inclusion.Link: https://www.spglobal.com/spdji/en/documents/methodologies/methodology-sp-us-indices.pdf S&P GlobalLink: https://www.investopedia.com/strategy-misses-s-and-p-500-inclusion-this-month-will-it-ever-make-the-cut-11805904 Investopedia
Macro check (CPI, jobs, Fed path) — Reuters economist poll on September cuts; Investopedia FOMC preview; CME FedWatch.Link: https://www.reuters.com/business/september-fed-rate-cut-done-deal-least-one-more-follow-by-year-end-2025-09-11/ ReutersLink: https://www.investopedia.com/next-fed-meeting-september-11808225 InvestopediaTool: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html CME Group
September seasonality vs. new demand — Background on flows & seasonality via CoinDesk flows recap.Link: https://www.coindesk.com/markets/2025/09/12/bitcoin-etfs-record-fourth-consecutive-day-of-inflows-adding-usd550m CoinDesk
U.S. strategic Bitcoin reserve discourse — Trump EO / policy statements & ongoing commentary.Link: https://www.politico.com/news/2025/03/06/trump-executive-order-create-strategic-reserve-crypto-00217147 PoliticoLink: https://www.reuters.com/technology/trump-administration-views-bitcoin-reserve-digital-fort-knox-senior-officials-2025-03-07/ ReutersLink: https://www.reuters.com/technology/us-treasury-chief-says-plan-be-put-place-acquiring-crypto-2025-03-07/ Reuters
Onramp launches an institutional advisory suite — Company release & product page.Link: https://www.newswire.com/news/onramp-launches-onramp-institutional-a-fiduciary-gateway-for-22634784 NewswireLink: https://onrampbitcoin.com/products/institutional Onramp Bitcoin
Africa Bitcoin Corporation (Altvest rebrand; JSE) — Company circular + coverage.Link (PDF): https://altvestcapital.co.za/wp-content/uploads/2025/09/Altvest-Name-Change-and-Strategy-Change-announcement-8-September-2025-FINAL.pdf altvestcapital.co.zaLink: https://cointelegraph.com/news/africa-bitcoin-treasury-company-unique-opportunity Cointelegraph
American Bitcoin (ABTC) Nasdaq debut — PR and coverage.Link: https://www.prnewswire.com/news-releases/american-bitcoin-debuts-on-nasdaq-as-abtc-302544577.html PR NewswireLink: https://www.coindesk.com/markets/2025/09/03/trump-linked-bitcoin-firm-american-bitcoin-targets-usd2-1b-stock-sale-after-nasdaq-debut CoinDesk
Metaplanet treasury expansion / capital raise — Recent purchase + larger capital plan.Link: https://www.coindesk.com/business/2025/09/08/metaplanet-brings-bitcoin-holdings-to-more-than-20k-with-latest-purchase CoinDeskLink: https://www.coindesk.com/markets/2025/06/24/metaplanet-plans-to-inject-5b-into-us-unit-to-accelerate-bitcoin-buying-strategy CoinDesk
HIVE Digital — August production — Company site; SEC exhibit; coverage.Link: https://www.hivedigitaltechnologies.com/news/hive-digital-technologies-provides-august-2025-production-report-with-22-monthly-increase-in-bitcoin-production-and-phase-3-expansion Hive Digital TechnologiesLink: https://www.sec.gov/Archives/edgar/data/1720424/000106299325015417/exhibit99-2.htm SECLink: https://www.proactiveinvestors.com/companies/news/1077999/hive-digital-technologies-reports-jump-in-august-bitcoin-production-advances-phase-3-expansion-1077999.html Proactiveinvestors NA
Spot Bitcoin ETF inflows (record week markers) — CoinDesk and The Block.Link: https://www.coindesk.com/markets/2025/09/11/bitcoin-ether-etfs-post-positive-flows-as-prices-rebound CoinDeskLink: https://www.theblock.co/post/370413/spot-bitcoin-etfs-553-inflows The Block
Whale distribution vs. LTH supply — CoinDesk LTH context; additional LTH spending gauge.Link: https://www.coindesk.com/markets/2025/07/04/bitcoin-long-term-holders-signal-patience-in-market CoinDeskLink: https://finance.yahoo.com/news/bitcoin-long-term-holders-spend-052352459.html Yahoo Finance
“Paper BTC” unwind / open interest context — OI trend snapshots.Link: https://www.coindesk.com/markets/2025/08/18/markets-today-crypto-declines-as-u-s-index-futures-hold-steady CoinDeskLink: https://www.ainvest.com/news/bitcoin-news-today-bitcoin-futures-open-interest-drops-3-66-retail-traders-cut-leverage-positions-2508/ AInvest
Fed cuts & BTC sensitivity — Reuters poll; FedWatch snapshot.Link: https://www.reuters.com/business/september-fed-rate-cut-done-deal-least-one-more-follow-by-year-end-2025-09-11/ ReutersTool: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html CME Group
Hashrate & difficulty at ATHs — Decrypt roundup.Link: https://decrypt.co/339228/bitcoin-hash-rate-difficulty-hit-record-highs-as-miner-supply-spikes Decrypt
Miner holdings at 90-day high — Decrypt notes miner balances rising alongside difficulty.Link: https://decrypt.co/339228/bitcoin-hash-rate-difficulty-hit-record-highs-as-miner-supply-spikes Decrypt
Tether unveils USAT (U.S. stablecoin) — CoinDesk; Reuters; DLNews.Link: https://www.coindesk.com/business/2025/09/12/tether-unveils-usat-stablecoin-for-u-s-market-names-bo-hines-to-lead-new-division CoinDeskLink: https://www.reuters.com/sustainability/boards-policy-regulation/tether-plans-launch-new-us-stablecoin-ceo-says-2025-09-12/ ReutersLink: https://www.dlnews.com/articles/defi/tether-to-release-usat-stablecoin-for-us-market DL News
Bitcoin-hoarding equities pull back — Reuters wrap.Link: https://www.reuters.com/business/investors-retreat-shares-bitcoin-buyers-decline-2025-09-10/ Reuters
Miner margins compress (hashprice, power, difficulty) — HIVE data (efficiency); industry OI/hashrate context.Link: https://www.hivedigitaltechnologies.com/news/hive-digital-technologies-provides-august-2025-production-report-with-22-monthly-increase-in-bitcoin-production-and-phase-3-expansion Hive Digital TechnologiesLink: https://coinstats.app/news/5b2c77a5ec1f29aec70277474fa19e10493ef34dace19c4345d9c83d025d8e6b_Bitcoin-Hash-Rate%2C-Difficulty-Hit-Record-Highs-as-Miner-Supply-Spikes/ CoinStats
BTC pop on CPI (three-week high near $115,150) — Economic Times market note.Link: https://m.economictimes.com/markets/cryptocurrency/bitcoin-trades-near-115k-as-cpi-data-lift-sentiments/articleshow/123846238.cms The Economic Times
Tether’s U.S. compliance pivot (leadership & rails) — Reuters; CoinDesk.Link: https://www.reuters.com/sustainability/boards-policy-regulation/tether-plans-launch-new-us-stablecoin-ceo-says-2025-09-12/ ReutersLink: https://www.coindesk.com/business/2025/09/12/tether-unveils-usat-stablecoin-for-u-s-market-names-bo-hines-to-lead-new-division CoinDesk
Strategic reserve + institutional demand convergence — Mix of policy + flows above (Segments 5 & 11); add CoinDesk flows day.Link: https://www.coindesk.com/markets/2025/09/11/bitcoin-ether-etfs-post-positive-flows-as-prices-rebound CoinDesk
Iren (mining + AI cloud) update — IBD coverage; Globenewswire monthly update.Link: https://www.investors.com/news/iren-stock-bitcoin-miner-ai-cloud-monthly-business-update-august-2025 InvestorsLink: https://www.globenewswire.com/fr/news-release/2025/09/08/3145927/0/en/index.html GlobeNewswire
On-chain fundamentals (activity, fees) — Glassnode “Week On-Chain” context; exchange-balance trend.Link: https://insights.glassnode.com/the-week-onchain-week-12-2025 GlassnodeLink: https://cryptoslate.com/bitcoin-supply-on-exchanges-reaches-lowest-since-2018 CryptoSlate
Cloud mining counterparty risk (historical) — Wired & CoinDesk on Compass Mining saga.Link: https://www.wired.com/story/compass-mining-bitcoin-russia WIREDLink: https://www.coindesk.com/business/2022/08/08/after-countless-bungles-compass-mining-tries-to-change-its-course CoinDesk
Miners partnering with AI/HPC — Cointelegraph on CoreWeave/Riot & broader pivot; The Block overview.Link: https://cointelegraph.com/news/bitcoin-miners-gamble-ai-paid-off CointelegraphLink: https://www.theblock.co/post/336129/riot-platforms-bitcoin-mining-ai-data-encouraging-analysts-say The Block
Stablecoin legislation shaping rails (U.S.) — Reuters on bill passage; Practical Law explainer; House docs.Link: https://www.reuters.com/legal/government/us-house-passes-stablecoin-legislation-sending-bill-trump-2025-07-17 ReutersLink: https://uk.practicallaw.thomsonreuters.com/w-047-6505 uk.practicallaw.thomsonreuters.comLink: https://www.congress.gov/bill/119th-congress/house-bill/2392/text Congress.gov
Investor rotation toward fundamentals (ETFs > proxy equities) — Reuters/FT pullback (see #1) + CoinDesk inflows (see #11).Link: https://www.reuters.com/business/bitcoin-buyers-plunge-investors-crypto-euphoria-fades-2025-09-10 ReutersLink: https://www.coindesk.com/markets/2025/09/12/bitcoin-etfs-record-fourth-consecutive-day-of-inflows-adding-usd550m CoinDesk
Macro & Fed path ahead — Reuters poll; Morgan Stanley/DB expectations wrap.Link: https://www.reuters.com/business/morgan-stanley-deutsche-bank-expect-three-us-interest-rate-cuts-this-year-2025-09-12 Reuters
Long-term supply tightness (illiquid supply, exchange balances) — CryptoSlate / CryptoQuant summaries.Link: https://cryptoslate.com/bitcoin-supply-on-exchanges-reaches-lowest-since-2018 CryptoSlateLink: https://bitbo.io/news/cryptoquant-bitcoin-supply-warning Bitbo
FinCEN proposal on privacy tools (CoinJoin/mixers) — status & scope — Official NPRM + summary explainer.Link (NPRM): https://www.fincen.gov/news/news-releases/fincen-proposes-new-regulation-enhance-transparency-convertible-virtual-currency FinCEN.govPDF: https://www.fincen.gov/sites/default/files/federal_register_notices/2023-10-19/FinCEN_311MixingNPRM_FINAL.pdf FinCEN.govExplainer: https://www.mayerbrown.com/en/insights/publications/2023/10/fincen-proposes-recordkeeping-and-reporting-requirements-for-convertible-virtual-currency-mixing Mayer Brown
Featured & Extras
This week’s Substack: Bitcoin Under the Hood – Part II → https://bitcoinfortress.substack.com/p/bitcoin-under-the-hood-part-ii
Books:
Bitcoin Fortress: A Simple Guide for Beginners → (Amazon link)
Bitcoin Retirement & Estate Planning → (Amazon link — now available)
Coming soon: The Bitcoin Lifestyle
Sunday Sep 07, 2025
Sunday Sep 07, 2025
Show Notes — Episode 180
Recorded: September 7, 2025Block Height: 913,606 | Moscow Time: 899 | Fees: 1/1/1 sats/vB
Headlines & Source Links
SEC's pro-crypto rulemaking agenda & SEC/CFTC coordination→ Decrypt – SEC ramps up digital asset rule games
Registered exchanges can list spot crypto assets→ Shearman & Sterling insight summary
Senate floats crypto market-structure framework→ CoinDesk – Senate banking proposes federal crypto oversight bill
Bitcoin rebounds toward $113K as dominance rises→ CoinDesk – Bitcoin dominance inches toward two-week high
Jobs data whipsaws Bitcoin intraday→ CoinTelegraph – Bitcoin ignores payroll miss spike
Sora Ventures launches $1B BTC fund for Asia corporates→ CoinTelegraph – Sora Ventures Asia BTC treasury fund
Public companies now hold over 1M BTC→ Cointelegraph – Public companies’ Bitcoin holdings exceed 1M BTC
ABTC Nasdaq debut triggers volatility→ MarketWatch – American Bitcoin surges then pulls back
HKU Business School to accept tuition in Bitcoin→ SCMP – University of Hong Kong considers Bitcoin payments
El Salvador plans “Bitcoin Histórico” conference→ BitcoinNews – El Salvador hosts Bitcoin Histórico
Tether brings USDT to Bitcoin via RGB→ BitcoinNews – Tether launches USDT on Bitcoin RGB
Bitcoin Optech #370: splicing, privacy, tapscripts→ BitcoinOps.org Newsletter 370
“Red September” seasonality vs. ETF optimism→ CoinTelegraph – Will Bitcoin drop in September?→ Decrypt – ETF flows may save September curse→ CryptoPotato – Bitcoin breakout brewing?
MicroStrategy buys $449M in Bitcoin→ Bitcoin Magazine – MicroStrategy adds 4,048 BTC
Bitplanet launches South Korea’s first BTC treasury→ BitcoinNews – Bitplanet announces BTC treasury
ABTC $2.1B ATM raise plan revealed in filings→ BitcoinNews – Details of ABTC capital program
Block unveils modular Proto mining rig→ CoinTelegraph – Block develops Proto mining hardware
Corporate Bitcoin holdings extend beyond mining companies→ Cointelegraph – Non-mining public companies start stacking BTC
Congress returns; crypto oversight heats up→ CoinDesk – Crypto policy gets heavy fall calendar
Dormant whale wakes up: 80 BTC moves after 13 years→ Decrypt – Bitcoin from 13 years ago moves for first time
Public companies now control 5%+ of BTC supply→ BitcoinNews – Public entities hold 5% of Bitcoin supply
Macro liquidity flows undercut Fed-rate cuts expectations→ Decrypt – Bitcoin rallies on rate-cut hopes
Indian officials jailed for Bitcoin extortion→ BitcoinNews – India officials sentenced in BTC extortion
Universities embracing Bitcoin payments→ Binance Blog – Universities pioneering BTC use cases
Media narratives diverge on market prospects→ CryptoPotato – Bulls and bears argue Bitcoin’s outlook→ CoinTelegraph – Crypto markets in September debate
ETF inflows remain strong despite volatility→ Decrypt – ETF money keeps flowing into Bitcoin
Op-ed: Why only Bitcoin should be on corporate balance sheets→ Bitcoin Magazine – Bitcoin-only treasury argument
Asian policy tailwinds for Bitcoin adoption→ BitcoinNews – Asia strengthens BTC regulatory rails
Lightning UX upgrades: splicing & privacy→ BitcoinOps – LDK & CLN enhance Lightning UX
Behind the scenes: fuzz-testing and protocol audits→ BitcoinOps – Security bolstered via testing
Featured Content
Substack Feature: BitChat – Peer-to-Peer CommunicationExplore how decentralized messaging enhances Bitcoin privacy and sovereignty.Read it here
Book Recommendation: Bitcoin Fortress: A Simple Guide for BeginnersPerfect for guiding newcomers to sound Bitcoin understanding.Buy on Amazon
Coming Soon: Bitcoin Retirement & Estate PlanningA practical guide to securing your Bitcoin legacy and long-term financial autonomy.
Sunday Aug 31, 2025
Sunday Aug 31, 2025
📒 Show Notes — Episode 179
Recorded: August 31, 2025Block Height: 912,572 | Moscow Time: 919 | Fees: 1/3/4 sats/vB
Topics & Articles
U.S. Commerce Dept on-chain data pilot — CoinDesk
Tether USDT on Bitcoin via RGB — Bitcoin Magazine
Amsterdam Bitcoin Treasury Strategy raises funds — CoinTelegraph
UAE government-linked mining report — Bitcoin News
American Bitcoin (ABTC) Nasdaq listing — Reuters
Bitcoin Optech: diff-fuzzing and splicing — Bitcoin Optech
Ocean Pool hashrate bug explained — CoinDesk
Galaxy Research fee study — Galaxy Research
Hashrate Index weekly report — Hashrate Index
Luxor hashrate derivatives report — Luxor
U.S. miner tariff impacts — Reuters
VerifTools malware marketplace dismantled — Europol
Florida home-invasion sentencing — Bitcoin News
Florida court orders return of seized BTC — Decrypt
Pennsylvania official crypto ban proposal — CoinTelegraph
Open-source dev protections letter — Bitcoin Magazine
Bitcoin Asia 2025 conference highlights — CoinDesk
MicroStrategy lawsuit dismissed — Reuters
Luxor: AI and curtailment economics — Hashrate Index
Brazil Bitcoin reserve hearing — Bitcoin News
Galaxy long-term holder report — Galaxy Research
Corporate treasury pulse — Bitcoin Magazine
Featured
Substack: The Philosophy of Holding, Part III
Book: Bitcoin Fortress: A Simple Guide for Beginners
Bonus Content - Bitcoin Fortress Substack Preview: Success, Failure, and the Lessons of Bitcoin