Bitcoin Fortress

BF187 - Top Bitcoin News - 10/26/25

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Bitcoin Fortress Podcast
Show Notes — Episode 187

Recorded: Sunday, October 26, 2025

Block 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

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      Market Action & Flows

      1. Spot ETF inflows rebound (~$446 M) etc. — Dashboard: Farside Investors Farside

      2. CoinShares weekly outflows (BTC −$946 M; alts green) 

      3. Whipsaw price action / ~$657 M liquidations on Oct 22 — “Crypto Sell-Off: $320M Liquidations as Bitcoin Falls Below $108K” (CoinDesk) CoinDesk

      4. StanChart sub-$100k flush possibility 

      5. “Uptober” wobble — seasonality stress 

        Institutions, Products & Market Structure

        1. FalconX to acquire 21Shares — Reuters coverage 

        2. Capitol Hill push for market-structure bill

        3. CoinShares dashboard reference — Farside Investors flow data Farside

        4. ETF flow tracker dispersion (IBIT vs peers) — BitBo ETF flows table Bitbo

        5. Gold → Bitcoin rotation chatter — CryptoSlate article “$1.2B exits US Bitcoin ETFs …” CryptoSlate

          Corporate Treasuries & Public Companies

          1. MicroStrategy +168 BTC (Oct 20 filings) 

          2. Crypto-treasury caution (~$17B retail losses) 

          3. Mid-cap treasury adds (~150 BTC) — PRNewswire: Hyperscale Data Bitcoin Treasury Climbs to $60 Million

            Mining, Infrastructure & Compute

            1. ISS recommends reject CoreWeave deal for Core Scientific — Reuters: link Reuters+1

            2. CoreWeave urges YES (proxy fight) — available via Finviz article: link Finviz

            3. Bitdeer Sept ops +20.5% m/m — IR: Bitdeer Press Release

            4. Miners → AI/HPC commentary 

            5. Riot earnings on deck — Riot IR page public: IR Page

              Freedom Tech, Lightning & Self-Custody

              1. Lightning for treasuries Op-Ed — CoinDesk: link

              2. LN fundamentals refresher — BraveNewCoin article: link Brave New Coin

                Policy, Enforcement & Macro

                1. Macro pulse Oct 20: global markets graphic — Reuters: link

                2. US–China overhang still in VAR — Reuters earlier: link

                3. Congressional crypto market-structure momentum 

                  Adoption & Culture

                  1. UK/EU access momentum 

                  2. Education spike after volatility 

                  3. Streaming/podcast cross-pollination

                    Security / Incidents

                    1. Quiet week no mega-hacks 

                      Venture, Company Moves & Capital

                      1. Messari: 31 deals / $197M — Messari Report

                      2. Blockstream Capital Partners acquires Berglinde AG — BTC Times link

                      3. Miners’ equities in motion (RIOT/BTDR) — Finviz News link

                        Extra Market Color

                        1. Day by day ETF prints — Farside flows table above

                        2. OG whale skepticism: large short-put returns 

                          ...more
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