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Weekly Top Bitcoin News!

  1. 19h ago

    BF239 - The New Economics of Scarcity - 11/1/26

    🎙 Bitcoin Fortress Podcast — Episode 239 The New Economics of Scarcity Date: November 1, 2026 Block Height: 974157 Moscow Time: 1282 Fees: 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 Labor https://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: npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5   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

  2. Oct 25

    BF238 - The End of the Risk-Free Asset - 10/25/26

    🎙 Bitcoin Fortress Podcast — Episode 238 The End of the Risk-Free Asset Date: October 25, 2026 Block Height: 973096 Moscow Time: 1242 Fees: 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 Asset https://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: npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5   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

  3. Oct 18

    BF237 - You Can’t Print a Gigawatt: When Reality Confronts the Money Printer - 10/18/26

    🎙 Bitcoin Fortress Podcast — Episode 237 You Can't Print a Gigawatt:  When Reality Confronts the Money Printer Date: October 18, 2026 Block Height: 972030 Moscow Time: 1233 Fees: 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 Gigawatt https://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 14 https://www.theblock.co/tag/bitcoin Strategy buys another 250 BTC, holdings reach 848,250 BTC — The Block, October 12 https://www.theblock.co/tag/bitcoin Strive acquires 3,311 Bitcoin for $280 million — The Block, October 13 https://www.theblock.co/tag/bitcoin MSCI index changes threaten Bitcoin treasury companies — Investopedia, October 17 https://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 14 https://www.theblock.co/tag/bitcoin Macro, Inflation and Monetary Policy Hot September CPI raises expectations of additional rate hikes — Reuters, October 14 https://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 13 https://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 14 https://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 14 https://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 18 https://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 15 https://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 18 https://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 18 https://www.ft.com/content/9ea5a37d-15c9-4d5b-94d6-719048c9cd3c Former FTX-linked Bitcoin mining assets join the AI boom — Wall Street Journal, October 12 https://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 15 https://www.theblock.co/tag/mining Security and Regulation Google quantum breakthrough renews Bitcoin security debate — The Block, October 16 https://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 16 https://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

  4. Oct 11

    BF236 - The Price of Everything is Changing - 10/11/26

    🎙 Bitcoin Fortress Podcast — Episode 236 The Price of Everything is Changing Date: October 11, 2026 Block Height: 970958 Moscow Time: 1192 Fees: 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 Cheap https://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

  5. Oct 4

    BF235 - The Map is Changing - 10/4/26

    🎙 Bitcoin Fortress Podcast — Episode 235 The Map is Changing Date: October 4, 2026 Block Height: 969880 Moscow Time: 1171 Fees: 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 Repricing https://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: npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5   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

  6. Sep 27

    BF234 - When the Safe Asset Isn’t Safe - 9/27/26

    🎙 Bitcoin Fortress Podcast — Episode 234 When the Safe Asset Isn't Safe Date: September 27, 2026 Block Height: 968863 Moscow Time: 1184 Fees: 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 Solitude https://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

  7. Sep 20

    BF233 - The System is Getting Harder to Manage - 9/20/26

    🎙 Bitcoin Fortress Podcast — Episode 233 The System is Getting Harder to Manage Date: September 20, 2026 Block Height: 967855 Moscow Time: 1236 Fees: 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 Resilience https://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 Buyback Edgy bond investors unconsoled by Bessent's big buyback Reuters — Oil Remains Above $100 Amid Middle East Supply Disruptions Oil slips as Saudi Arabia offers more crude via Oman Reuters — Fed Raises Rates; Warsh Says Inflation Remains the Problem Warsh says U.S. economy has strengthened, inflation is the problem The Block — Bitcoin Reclaims $80,000 Despite Fed and CLARITY Headwinds Bitcoin reclaims $80,000 as crypto markets shrug off CLARITY setback The Block — Bitcoin ETFs Pull In $433 Million on Friday Bitcoin ETFs eke out positive week with $433 million Friday inflow Reuters — Bank of Japan Raises Rates as Yen Remains Under Pressure The yen and Japan's changing rate environment Bitcoin Magazine — CLARITY Act Fails to Advance CFTC chairman says agency will write crypto rules after CLARITY vote fails SEC — Tokenized Stocks Get an Innovation Exemption SEC issues Innovation Exemption for tokenized NMS stocks Bitcoin Magazine — CFTC Moves Ahead After CLARITY Failure CFTC sends proposal to regulate crypto transactions following CLARITY failure The Block — House Committee Advances Strategic Bitcoin Reserve Bill House committee moves Bitcoin Reserve bill forward Bitcoin Magazine — Deutsche Bank Moves Toward Bitcoin Custody Deutsche Bank to debut Bitcoin custody for institutional clients Bitcoin Magazine — Strive Reaches 25,000 BTC Strive snaps up more Bitcoin, bringing holdings to 25,000 BTC Bitcoin Magazine — Strategy Repurchases STRC Instead of Bitcoin Strategy buys back stock and skips Bitcoin purchase Bitcoin Magazine — Liquid Exploit: 3,400 BTC Returned, 598.5 BTC Retained Liquid gets 3,400 BTC back after on-chain talks The Block — Coldcard Exploiter Continues Moving Stolen Bitcoin Coldcard exploiter moves another wave of stolen Bitcoin Bitcoin Magazine — Swiss Bitcoin Pay Data Breach Swiss Bitcoin Pay suffers data breach Bitcoin Magazine — Bitcoin Community Addresses Quantum Risk Bitcoin community recognizes quantum computing risk Bitcoin Magazine — Lightning Comes to BitBox Lightning lands on BitBox U.S. Treasury — Iranian BitBank Sanctions Treasury 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.

  8. Sep 6

    BF232 - Bitcoin is Becoming the Escape Valve - 9/6/26

    🎙 Bitcoin Fortress Podcast — Episode 232 Bitcoin is Becoming the Escape Valve Date: September 6, 2026 Block Height: 965807 Moscow Time: 1254 Fees: 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 Institution https://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

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