Bitcoin Fortress

Bitcoin Fortress

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Bitcoin Fortress episodes

  • 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:

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      NEWS (October 4, 2026 – October 11, 2026)

      Bitcoin and digital assets

      1. MarketWatch — Bitcoin's longer-term uptrend — Oct 5

      2. Barron's — Bitcoin pressured by dollar and yields — Oct 7

      3. Reuters — CFTC proposes crypto oversight rules — Oct 5

      4. Barron's — CME and CFTC perpetual futures dispute — Oct 10

      5. WSJ — Bitcoin investment products expand in Europe — Oct 8

        Macro, interest rates and global debt

        1. Reuters — Pimco warns 10-year Treasury could reach 6% — Oct 9

        2. Reuters — Strong Treasury auction eases bond selloff — Oct 7

        3. Barron's — Investors buy into Treasury rout — Oct 5

        4. Reuters — Dollar and rates respond to Fed minutes — Oct 8

        5. Reuters — Investors move toward cash and bonds — Oct 9

        6. Reuters — European debt and bond-market stress — Oct 9

          Energy and geopolitics

          1. Reuters — Global debt dominates IMF–World Bank meetings — Oct 11

          2. Reuters — Oil, inflation and global markets — Oct 9

            Artificial intelligence and capital

            1. Reuters — Financing the AI infrastructure boom — Oct 9

            2. Reuters — Nvidia explores Reflection AI investment — Oct 10

            3. 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

                47 min
              • 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:

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                  NEWS (September 27, 2026 – October 4, 2026)

                  News and Research

                  1. CoinDesk — Analysts see the 10-year Treasury yield potentially reaching 6%

                  2. CoinDesk — Bitcoin shrugs off surging Treasury yields

                  3. Reuters — Gold falls as dollar and Treasury yields rise

                  4. Reuters — Fed may skip an October rate hike after weak jobs data

                  5. Reuters — Fed policymakers argue for patience before another hike

                  6. The Block — Bitcoin ETFs complete nine-day, $3.1 billion inflow streak

                  7. Yahoo Finance — Bitcoin finishes another green September

                  8. Investopedia — Strategy adds another 1,665 Bitcoin

                  9. Strive adds another 1,107 Bitcoin

                  10. The Block — CLARITY failure may have accelerated other crypto regulatory changes

                  11. SEC — Innovation exemption for tokenized U.S. securities

                  12. Reuters — Swiss central banker warns about stablecoins and monetary-policy transmission

                  13. Reuters — Senate report scrutinizes Iran-linked USDT activity

                  14. El Salvador receives IMF disbursement after Bitcoin-related waiver

                  15. Soluna and Bitdeer expand wind-powered Texas Bitcoin mining project

                  16. Coin Stories — Bitcoin mining, AI data centers and local infrastructure battles

                  17. CoinDesk — Bitcoin dominance approaches 60%

                  18. 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

                     

                    41 min
                  19. 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:

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                      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

                      36 min
                    • 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:

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                        NEWS (September 6, 2026 – September 20, 2026)

                        1. Reuters — U.S. 10-Year Treasury Yield Breaks 5%
                          2. US 10-year yields reach 5%, highest since 2023
                        2. Reuters — Treasury's $6 Billion Long-Bond Buyback
                          3. Edgy bond investors unconsoled by Bessent's big buyback
                        3. Reuters — Oil Remains Above $100 Amid Middle East Supply Disruptions
                          4. Oil slips as Saudi Arabia offers more crude via Oman
                        4. Reuters — Fed Raises Rates; Warsh Says Inflation Remains the Problem
                          5. Warsh says U.S. economy has strengthened, inflation is the problem
                        5. The Block — Bitcoin Reclaims $80,000 Despite Fed and CLARITY Headwinds
                          6. Bitcoin reclaims $80,000 as crypto markets shrug off CLARITY setback
                        6. The Block — Bitcoin ETFs Pull In $433 Million on Friday
                          7. Bitcoin ETFs eke out positive week with $433 million Friday inflow
                        7. Reuters — Bank of Japan Raises Rates as Yen Remains Under Pressure
                          8. The yen and Japan's changing rate environment
                        8. Bitcoin Magazine — CLARITY Act Fails to Advance
                          9. CFTC chairman says agency will write crypto rules after CLARITY vote fails
                        9. SEC — Tokenized Stocks Get an Innovation Exemption
                          10. SEC issues Innovation Exemption for tokenized NMS stocks
                        10. Bitcoin Magazine — CFTC Moves Ahead After CLARITY Failure
                          11. CFTC sends proposal to regulate crypto transactions following CLARITY failure
                        11. The Block — House Committee Advances Strategic Bitcoin Reserve Bill
                          12. House committee moves Bitcoin Reserve bill forward
                        12. Bitcoin Magazine — Deutsche Bank Moves Toward Bitcoin Custody
                          13. Deutsche Bank to debut Bitcoin custody for institutional clients
                        13. Bitcoin Magazine — Strive Reaches 25,000 BTC
                          14. Strive snaps up more Bitcoin, bringing holdings to 25,000 BTC
                        14. Bitcoin Magazine — Strategy Repurchases STRC Instead of Bitcoin
                          15. Strategy buys back stock and skips Bitcoin purchase
                        15. Bitcoin Magazine — Liquid Exploit: 3,400 BTC Returned, 598.5 BTC Retained
                          16. Liquid gets 3,400 BTC back after on-chain talks
                        16. The Block — Coldcard Exploiter Continues Moving Stolen Bitcoin
                          17. Coldcard exploiter moves another wave of stolen Bitcoin
                        17. Bitcoin Magazine — Swiss Bitcoin Pay Data Breach
                          18. Swiss Bitcoin Pay suffers data breach
                        18. Bitcoin Magazine — Bitcoin Community Addresses Quantum Risk
                          19. Bitcoin community recognizes quantum computing risk
                        19. Bitcoin Magazine — Lightning Comes to BitBox
                          20. Lightning lands on BitBox
                        20. U.S. Treasury — Iranian BitBank Sanctions
                          21. 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.

                          31 min
                        21. 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:

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                            NEWS (August 30, 2026 – September 6, 2026)

                            1. Reuters — Strong job gains put Fed hike back in focus Strong job gains signal Fed hike as Trump levels new rate-cut demand
                            2. 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
                            3. The Block — Bitcoin and gold correlation hits new highs Bitcoin and gold move in lockstep as debasement trade gains more steam
                            4. Bitcoin Magazine — Bitcoin's third-best August ever: Bitcoin Defies Seasonal Slump With Third-Best August Ever — September 1, 2026.
                            5. Fidelity / Bitcoin Magazine — Bear market may not be finished Bitcoin Bear Market May Not Yet Be Over, Says Fidelity
                            6. Reuters — Standard Chartered launches institutional spot Bitcoin trading in UAE Standard Chartered launches institutional spot crypto trading in UAE
                            7. Financial Times — Hargreaves Lansdown opens crypto ETN access Hargreaves Lansdown offers crypto ETNs
                            8. Bitcoin Magazine — IBIT beating VOO since launch BlackRock's iShares Bitcoin Trust Is Beating Top S&P 500 ETF
                            9. Bitcoin Magazine — Cornell Bitcoin Adoption Index When the Banks Don't Work, Bitcoin Does
                            10. Decrypt — Strategy resumes Bitcoin purchases Strategy Buys $370M of Bitcoin in First Purchase Since June
                            11. SEC filing — Strive purchases 1,800 BTC Strive August 31 Form 8-K
                            12. TFTC — Strategy challenges MSCI index proposal Strategy Fires Back at MSCI's Second Bitcoin Treasury Exclusion Push
                            13. The Block — Sberbank forecasts $46 billion in Russian crypto trading Russia's largest bank forecasts $46 billion in first-year crypto exchange trading
                            14. Bitcoin Magazine — SEC Chair Atkins expects CLARITY Act progress in September Bitcoin Magazine News
                            15. Bitcoin Magazine — National Sheriffs' Association drops CLARITY opposition Bitcoin Magazine latest news
                            16. The Block — IMF clarifies El Salvador Bitcoin purchases El Salvador has not used public funds to accumulate bitcoin since June 2025, IMF says
                            17. The Block — Trezor breach expands by another 67,000 customers Trezor says ShipMonk breach affected another 67,000 customers
                            18. 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

                              19.  

                              37 min
                            19. BF231 - The Debasement Trade Goes Mainstream - 8/30/26
                              🎙 Bitcoin Fortress Podcast — Episode 231
                              The Debasement Trade Goes Mainstream

                              Date: August 30, 2026

                              Block Height: 964763
                              Moscow Time: 1265
                              Fees: 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 Early

                              https://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:

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                                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

                                43 min
                              • BF230 - The Denominator Changed - 8/23/26
                                🎙 Bitcoin Fortress Podcast — Episode 230
                                The Denominator Changed

                                Date: August 23, 2026

                                Block Height: 963753
                                Moscow Time: 1294
                                Fees: 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 Wealth

                                https://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:

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                                  NEWS (August 16, 2026 – August 23, 2026)

                                  U.S. Treasury expands long-term bond buybacks

                                  Reuters — U.S. yields drop after Treasury offers liquidity support
                                  Reuters article

                                  U.S. national debt crosses $40 trillion

                                  Reuters — U.S. debt crosses $40 trillion threshold
                                  Reuters article

                                  Treasury buybacks renew dollar-debasement concerns

                                  Reuters — Treasury buyback renews dollar-debasement fears
                                  Reuters article

                                  Gold and Bitcoin surge as Treasury intervention hits markets

                                  Reuters — Trading Day: Bessent makes his mark
                                  Reuters analysis

                                  Bond markets question whether Treasury relief can last

                                  Reuters — Bonds bounce on U.S. buybacks, but relief may be brief
                                  Reuters article

                                  Bitcoin posts its strongest weekly move in roughly 2½ years

                                  Reuters — Global stocks close out a tough week as bond yields and oil stay high
                                  Reuters market wrap

                                  Bitcoin ETFs record $517 million in net inflows

                                  The Block — Spot bitcoin ETFs report $517 million in net inflows
                                  The Block article

                                  Bitcoin rallies through $72,000 amid massive short squeeze

                                  The Block — Bitcoin’s rally pushes past $72,000
                                  The Block article

                                  Bitcoin approaches $80,000 as liquidity conditions improve

                                  The Block — Bitcoin surge toward $80K
                                  The Block article

                                  Trump pushes Congress on the CLARITY Act

                                  Reuters — Bitcoin, crypto shares climb after Trump pushes CLARITY Act
                                  Reuters article

                                  Inside the White House meeting on crypto market structure

                                  The Block — Inside Trump’s Oval Office CLARITY Act meeting
                                  The Block article

                                  SEC proposes new Regulation Crypto Assets framework

                                  The Block — SEC proposes new crypto offering rules
                                  The Block article

                                  OCC moves toward implementation of GENIUS Act stablecoin rules

                                  The Block — OCC races to finalize GENIUS Act stablecoin rules
                                  The Block article

                                  Washington looks at bringing perpetual-futures markets onshore

                                  The 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 BTC

                                  The Block — Metaplanet and Super League launch U.S. Bitcoin treasury company
                                  The Block article

                                  MSCI proposal raises new risks for Bitcoin treasury companies

                                  The Block — Strategy and Metaplanet face potential index changes
                                  The Block article

                                  Bitcoin miners continue shifting infrastructure toward AI and high-performance computing

                                  CoinShares — Bitcoin Mining and AI Infrastructure Continue to Converge
                                  CoinShares — Bitcoin Mining and Digital Power

                                  Bitcoin holds firm even as yields and oil surge

                                  CoinDesk — Bitcoin holds $64,000 as yields and oil drain risk appetite
                                  CoinDesk coverage

                                  Bitcoin Podcast Universe

                                  What Bitcoin Did — “Bitcoin Is Running Out of Sellers” with Checkmate — August 18

                                  Apple Podcasts episode

                                  What Bitcoin Did — “The Coldcard Disaster: Everything You Need to Know” with Lloyd Fournier & Nick Farrow — August 21

                                  Podbean episode

                                  TFTC #784 — Chase Koch: “The Operating System for a Free Society” — August 19

                                  Direct TFTC episode page

                                  TFTC Bitcoin Brief — “Implicit Yield Curve Control Is Here” — August 19

                                  Direct TFTC article

                                  TFTC Bitcoin Brief — “Bitcoin Is Ringing the Fiscal Alarm” — August 21

                                  Direct TFTC article

                                   

                                  39 min
                                • BF229 - The Price is in a Bear Market. Bitcoin Isn’t. - 8/16/26
                                  🎙 Bitcoin Fortress Podcast — Episode 229
                                  The Price is in a Bear Market.  Bitcoin Isn't.

                                  Date: August 16, 2026

                                  Block Height: 962764
                                  Moscow Time: 1583
                                  Fees: 1 / 1 /1

                                   

                                  In this episode: Bitcoin remains stuck in a frustrating bear market, but beneath the price action the network and its surrounding infrastructure continue to strengthen. This week we look at whale accumulation, ETF flows, miner selling, Strategy and the evolving Bitcoin treasury model, the convergence of Bitcoin mining and AI infrastructure, and the emergence of institutional Bitcoin-backed credit. We also examine the latest delay in the CLARITY Act, the SEC’s regulatory push, Tether’s first Big Four audit, growing Wall Street exposure, and another reminder about the importance of privacy and self-custody. Plus, we survey the Bitcoin podcast universe, feature “The Discipline of Enough,” and discuss why sometimes the hardest part of a Bitcoin bear market isn’t price pain—it’s time.

                                   

                                  Bitcoin Fortress YouTube Channel:

                                  https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ

                                   

                                  Bitcoin Fortress Substack Featured Post:

                                  The Discipline of Enough

                                  https://bitcoinfortress.substack.com/p/the-discipline-of-enough

                                   

                                  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:

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                                    NEWS (August 9, 2026 – August 16, 2026)

                                    Market Structure & Bitcoin Price

                                    Bitcoin stuck as ETF inflows offset selling — CoinDesk

                                    https://www.coindesk.com/markets/2026/08/11/bitcoin-stuck-as-etf-inflows-offset-selling-but-inflation-data-could-spark-a-move

                                    Bitcoin volatility returns to 2026 lows — CoinDesk

                                    https://www.coindesk.com/daybook-us/2026/08/14/volatility-exits-crypto-tradfi-markets-even-as-u-s-iran-risks-linger-sovereign-debt-rises

                                    Bitcoin ETFs see first two-day August drawdown — CoinDesk

                                    https://www.coindesk.com/markets/2026/08/14/bitcoin-slips-as-u-s-inflation-fails-to-spark-gains-etfs-see-august-s-first-two-day-drawdown

                                    Bitcoin's strongest hands appear to be accumulating — CoinDesk

                                    https://www.coindesk.com/markets/2026/08/11/bitcoin-s-strongest-hands-are-back-on-chain-data-show

                                    Mining & Energy

                                    Public miners add $1.78 billion of selling pressure — CoinDesk

                                    https://www.coindesk.com/markets/2026/08/12/one-overlooked-group-has-added-usd1-78-billion-of-selling-pressure-to-bitcoin-market

                                    Why Bitcoin mining and AI are merging — Bitcoin Magazine

                                    https://bitcoinmagazine.com/bitcoin-for-corporations/ai-hyperscalers-are-pricing-bitcoin-miners-off-the-grid-heres-why-its-a-massive-win-win

                                    Treasury Companies & Bitcoin Credit

                                    Strategy sells Bitcoin for fourth consecutive week — MarketWatch

                                    https://www.marketwatch.com/livecoverage/stock-market-today-dow-s-p-500-nasdaq-soft-july-payrolls-fed-hike-trump-iran-war-nuclear-deal/card/bitcoin-takes-a-hit-after-strategy-sells-for-a-4th-straight-week-AlbzdhKbBdQD22vLpLzA

                                    Strategy and Metaplanet face possible MSCI index exclusions — CoinDesk

                                    https://www.coindesk.com/markets/2026/08/14/bitcoin-holders-strategy-and-metaplanet-face-stock-index-exclusion-under-msci-s-new-proposal

                                    Strategy responds to MSCI proposal — CoinDesk

                                    https://www.coindesk.com/markets/2026/08/14/strategy-says-msci-should-measure-markets-not-dictate-corporate-assets

                                    Metaplanet introduces BitBonds — CoinDesk

                                    https://www.coindesk.com/markets/2026/08/13/bitcoin-treasury-company-metaplanet-unveils-bitbonds-with-usd1-3-million-private-debt-sale

                                    Bitcoin-backed lending enters institutional era — CoinDesk

                                    https://www.coindesk.com/markets/2026/08/11/bitcoin-backed-lending-is-entering-its-institutional-era-two-prime

                                    Institutional Adoption

                                    UBS increases BlackRock IBIT position — Bitcoin Magazine

                                    https://bitcoinmagazine.com/news/ubs-buys-blackrock-bitcoin-etf

                                    Goldman Sachs to acquire NEOS Investments — Bitcoin Magazine

                                    https://bitcoinmagazine.com/news/goldman-sachs-to-acquire-neos-investments

                                    Regulation & Washington

                                    CLARITY Act faces long odds after Senate delay — Reuters

                                    https://www.reuters.com/legal/litigation/crypto-bill-faces-long-odds-after-senate-punts-vote-september-2026-08-10/

                                    SEC sets meeting for Regulation Crypto proposal — CoinDesk

                                    https://www.coindesk.com/policy/2026/08/11/u-s-sec-sets-meeting-to-propose-reg-crypto-to-support-certain-digital-assets-offerings

                                    SEC later cancels crypto rulemaking meeting — Investopedia

                                    https://www.investopedia.com/market-update-bitcoin-falls-as-regulatory-hopes-are-dashed-price-btc-12059975

                                    OCC grants conditional trust charter to World Liberty Financial — Reuters

                                    https://www.reuters.com/world/us-regulator-approves-bank-charter-trump-backed-crypto-company-world-liberty-2026-08-14/

                                    Stablecoins & Global Adoption

                                    Tether completes first KPMG full audit — Reuters

                                    https://www.reuters.com/world/americas/stablecoin-issuer-tether-says-kpmg-us-has-audited-its-2025-statements-2026-08-14/

                                    Russia proposes regulated retail access to Bitcoin, Ether and USDT — CoinDesk

                                    https://www.coindesk.com/policy/2026/08/12/russia-moves-to-restrict-retail-crypto-trading-to-bitcoin-ether-and-usdt

                                    Security

                                    Trezor data breach exposes nearly 14,000 customer records — Bitcoin Magazine

                                    https://bitcoinmagazine.com/news/trezor-data-breach-leaks-customer-info

                                    Macro

                                    Fed expected to hold following softer July inflation — Reuters

                                    https://www.reuters.com/business/traders-stick-narrow-bets-september-fed-hold-after-inflation-data-2026-08-12/

                                    Podcast Universe

                                    What Bitcoin Did — The $1 Trillion Bitcoin Loan Market Is Coming | Mauricio Di Bartolomeo

                                    https://www.whatbitcoindid.com/

                                    What Bitcoin Did — The Data Says Bitcoin's Bottom Is Already In | Mitchell Askew & John Haar

                                    https://www.whatbitcoindid.com/

                                    TFTC Podcast

                                    https://www.tftc.io/podcast

                                     

                                    34 min
                                  • BF228 - The System is Stronger Than the Components - 8/9/26
                                    🎙 Bitcoin Fortress Podcast — Episode 228
                                    The System is Stronger Than the Components

                                    Date: August 9, 2026

                                    Block Height: 961755
                                    Moscow Time: 1533
                                    Fees: 1 / 2 /2

                                     

                                    In this episode: Bitcoin’s resilience gets tested from multiple directions as the fallout from the Coldcard vulnerability deepens, BTCPay Server discloses an active exploit, and BIP-110 produces a minority chain split. We also examine strong ETF inflows, Strategy selling Bitcoin to support its capital structure, miners increasingly using Bitcoin as collateral, and whether the traditional four-year cycle is beginning to break down. On the macro and policy front, a surprisingly weak jobs report shifts rate expectations, the CLARITY Act moves closer to a September Senate vote, and Brazil introduces new restrictions on transfers to self-custody wallets. Plus, we survey the major themes from the Bitcoin podcast universe, feature this week’s essay Living With Intention, and tease what may be coming next from Bitcoin Fortress.

                                     

                                    Bitcoin Fortress YouTube Channel:

                                    https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ

                                     

                                    Bitcoin Fortress Substack Featured Post:

                                    Living With Intention - Conclusion of the Bitcoin Way of Life Series

                                    https://bitcoinfortress.substack.com/p/living-with-intention

                                     

                                    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:

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                                      NEWS (August 2, 2026 – August 9, 2026)

                                      1. Coldcard wallet losses may near $114 million — CoinDesk
                                      2. Bitcoin developers flag 85 critical bugs — CoinDesk
                                      3. BTCPay warns of actively exploited vulnerability — The Block
                                      4. BIP-110 supporters split onto minority Bitcoin chain — The Block
                                      5. Bitcoin and Ether ETFs draw $1.1 billion — The Block
                                      6. Strategy sells another 1,638 BTC — The Block
                                      7. American Bitcoin reports record production and Q2 loss — Reuters
                                      8. MARA pledges 18,750 BTC for $600 million in debt — TFTC
                                      9. First U.S. spot Bitcoin ETF set to close — CoinDesk
                                      10. Why Bitcoin's 500-day rule faces its biggest test — CoinDesk
                                      11. Bitcoin fails to keep pace with record global equities — CoinDesk
                                      12. U.S. unexpectedly loses 23,000 jobs in July — Reuters
                                      13. Senate advances CLARITY Act process — Reuters
                                      14. Brazil tightens transfers to self-custody wallets — Reuters
                                      15. Wells Fargo launches tokenized deposits — CoinDesk
                                      16. Treasury sanctions Iran-linked crypto exchanges — U.S. Treasury
                                      17. Intesa Sanpaolo cuts IBIT stake 94% — CoinDesk
                                        18. 37 min
                                      18. BF227 - The Bear Market Exposes Everything - 8/2/26
                                        🎙 Bitcoin Fortress Podcast — Episode 227
                                        The Bear Market Exposes Everything

                                        Date: August 2, 2026

                                        Block Height: 960749
                                        Moscow Time: 1584
                                        Fees: 1 / 3 /3

                                         

                                        In this episode:

                                        In this episode, we examine how the bear market is exposing weak security assumptions, fragile business models, and hidden leverage across the Bitcoin ecosystem. We cover the Coldcard vulnerability, Strategy’s evolving capital structure and preferred securities, Coinbase’s continuing losses, ETF flows, miner capitulation, the AI pivot, the Federal Reserve, the growing federal debt burden, the CLARITY Act, and the end of BitMEX. We also review the week’s major Bitcoin podcast themes, feature “Building Instead of Extracting,” and discuss all four Bitcoin Fortress books, including the newly released The Architecture of Money.

                                         

                                        Bitcoin Fortress YouTube Channel:

                                        https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ

                                         

                                        Bitcoin Fortress Substack Featured Post:

                                        Building Instead of Extracting - A Bitcoin Way of Life - Week 11

                                        https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-11

                                         

                                        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 (July 26, 2026 – August 2, 2026)

                                          Security & Self Custody

                                          Coldcard vulnerability expands into major bitcoin theft

                                          https://www.coindesk.com/tech/2026/08/02/bitcoin-cold-wallet-attack-spreads-to-4-500-addresses-as-losses-near-usd89-million

                                          Initial report on the coordinated attack

                                          https://www.coindesk.com/tech/2026/07/31/major-bitcoin-wallet-flaw-drains-594-btc-in-25-minute-sweep

                                          Strategy / Bitcoin Treasury Companies

                                          Strategy Q2 2026 Financial Results

                                          https://www.strategy.com/press/strategy-announces-second-quarter-2026-financial-results_07-30-2026

                                          Strategy earnings coverage

                                          https://www.barrons.com/articles/strategy-earnings-stock-price-ff30d6f8

                                          Markets

                                          Coinbase Q2 Earnings

                                          https://investor.coinbase.com/

                                          Coinbase reports third consecutive quarterly loss

                                          https://www.reuters.com/business/finance/crypto-exchange-coinbase-reports-third-straight-quarterly-loss-trading-slowdown-2026-07-30/

                                          Bitcoin ETF weekly flows

                                          https://www.coindesk.com/markets/2026/07/27/bitcoin-etfs-record-third-consecutive-weekly-inflows-despite-losses-of-usd465-million-to-end-week

                                          NYDIG Quarterly Research

                                          https://www.nydig.com/research/q2-2026-review-leverage-not-spot-demand-is-driving-bitcoin-while-value-and-momentum-buyers-wait?utm_source=chatgpt.com

                                          Federal Reserve & Macro

                                          Federal Reserve July FOMC Statement

                                          https://www.federalreserve.gov/newsevents/pressreleases/monetary20260729a.htm

                                          U.S. Debt Clock (Treasury)

                                          https://fiscaldata.treasury.gov/datasets/debt-to-the-penny

                                          Regulation

                                          Latest CLARITY Act analysis

                                          https://www.dwt.com/blogs/financial-services-law-advisor/2026/07/senate-updates-crypto-market-bill

                                          SEC Crypto Task Force

                                          https://www.sec.gov/securities-topics/crypto-task-force?utm_source=chatgpt.com

                                          Mining

                                          Bitcoin mining difficulty and miner capitulation

                                          https://www.bitbase.com/news/bitcoin-miner-capitulation-deepens-as-difficulty-falls-19-9

                                          Ionic Digital Nasdaq debut

                                          https://www.reuters.com/technology/bitcoin-miner-ionic-digital-valued-225-billion-after-shares-fall-nasdaq-debut-2026-07-28/

                                          Exchanges

                                          HTX sanctioned by the European Union

                                          https://www.reuters.com/business/finance/crypto-exchange-htx-included-eus-russia-sanctions-2026-07-24/

                                          BitMEX announces shutdown

                                          https://www.reuters.com/business/cryptocurrency-exchange-bitmex-shut-down-2026-07-23/

                                          Bitcoin Podcast Universe

                                          What Bitcoin Did

                                          https://www.whatbitcoindid.com/

                                          TFTC

                                          https://www.tftc.io/podcast

                                          Coin Stories

                                          https://talkingbitcoin.com/?utm_source=chatgpt.com

                                           

                                          1 hr 4 min

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