Bitcoin Fortress

🎙 Bitcoin Fortress Podcast — Episode 208 Date: March 22, 2026 Block Height: 941737 Moscow Time: 1453 Fees: 1 / 1 / 2   NEW! My YouTube Channel featuring entertaining and informative short video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   📝 Featured Substack Bitcoin vs Monetary Expansion Bitcoin Fortress https://bitcoinfortress.substack.com/p/bitcoin-vs-monetary-expansion   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   NEWS (March 15, 2026 – March 22, 2026) 🧠 Macro / Market Structure Fed decision and crypto reaction https://www.barrons.com/articles/bitcoin-xrp-ethereum-fed-decision-cryptos-powell-e3021a22 Citi cuts 12-month Bitcoin target https://www.reuters.com/business/finance/citigroup-cuts-12-month-bitcoin-ether-targets-us-crypto-legislation-stalls-2026-03-17/ Global fund flows (risk-off shift) https://www.reuters.com/business/finance/global-markets-view-usa-2026-03-19/ 🏦 ETF Flows / Institutional Demand Spot Bitcoin ETF flows dashboard https://bitbo.io/treasuries/etf-flows/ Bitcoin as geopolitical hedge narrative https://www.barrons.com/articles/bitcoin-ethereum-xrp-crypto-iran-risk-62e28edb 🏢 Treasury Companies / Corporate Bitcoin Strategy acquires 22,337 BTC https://www.strategy.com/press/strategy-acquires-22337-btc-now-holds-761068-btc_03-16-2026 Bitcoin treasury strategy discussion (Podcast) https://podcasts.apple.com/us/podcast/the-nakamoto-flywheel-strategy-for-scaling-a/id1459884105 ⚖️ Regulation / Policy SEC & CFTC crypto guidance https://www.sec.gov/newsroom/press-releases/2026-30-sec-clarifies-application-federal-securities-laws-crypto-assets ⛏️ Mining / Network 20 million BTC mined milestone https://fortune.com/2026/03/10/bitcoin-has-mined-20-million-coins/ Hash rate decline and energy pressure https://www.coindesk.com/markets/2026/03/18/bitcoin-hash-rate-is-tumbling-as-iran-war-lifts-energy-prices/ Mining difficulty drop and miner stress https://www.coindesk.com/markets/2026/03/22/bitcoin-miners-are-losing-usd19-000-on-every-btc-produced-as-difficulty-drops-7-8/ 🎧 Bitcoin Podcast Universe TFTC #729 — Jeff Park (Liquidity Trap) https://podcasts.apple.com/gb/podcast/729-the-generational-liquidity-trap-with-jeff-park/id1292381204 Rabbit Hole Recap #401 — Better Bitcoin Wallets https://podcasts.apple.com/au/podcast/rabbit-hole-recap-401-better-bitcoin-wallets/id1622698349 Coin Stories — James Check (On-chain analysis) https://podcasts.apple.com/us/podcast/checkmatey-james-check-bitcoin-investor-behavior-and/id1569130932 Bitcoin Magazine Podcast — Treasury Flywheel https://podcasts.apple.com/us/podcast/the-nakamoto-flywheel-strategy-for-scaling-a/id1459884105

🎙 Bitcoin Fortress Podcast — Episode 207 Date: March 15, 2026 Block Height: 940796 Moscow Time: 1398 Fees: 1 / 1 / 2   NEW! My YouTube Channel featuring entertaining and informative short video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   📝 Featured Substack Bitcoin vs Compounding Debt Bitcoin Fortress https://bitcoinfortress.substack.com/p/bitcoin-vs-compounding-debt   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   NEWS (March 8, 2026 – March 15, 2026) https://www.coindesk.com/markets/2026/03/15/bitcoin-set-for-best-week-since-september-2025-as-correlation-with-tech-stocks-weakens https://farside.co.uk/btc/ https://www.barrons.com/articles/strategy-bitcoin-buy-iran-war-22799e24 https://bitcoinmagazine.com/markets/bitcoin-hits-20-million-less-1m-left https://blog.kraken.com/news/industry-news/20-million-bitcoins-mined https://www.coindesk.com/markets/2026/03/12/here-is-what-usd100-oil-means-for-bitcoin-network https://www.sec.gov/newsroom/press-releases/2026-26-sec-cftc-announce-historic-memorandum-understanding-between-agencies https://www.coindesk.com/markets/2026/03/10/crypto-shouldn-t-die-on-the-hill-of-stablecoin-yield-rick-edelman-says https://www.dlnews.com/articles/regulation/bitcoin-tax-controversy-pulls-in-brian-armstrong-jack-dorsey/ https://www.reuters.com/business/finance/bank-england-open-revising-stablecoin-rules-breeden-says-2026-03-11/ https://www.coindesk.com/business/2026/03/04/kraken-becomes-first-crypto-company-to-secure-fed-master-account-access-wsj https://www.mastercard.com/us/en/news-and-trends/stories/2026/mastercard-crypto-partner-program.html https://tether.io/news/tether-announces-the-launch-of-usat-the-federally-regulated-dollar-backed-stablecoin-made-in-america/ https://metaplanet.jp/en/shareholders/disclosures https://blog.coinkite.com/ https://www.ccn.com/education/crypto/fake-cops-bitcoin-french-couple-1m-home-invasion/   Podcast universe references: https://podcasts.apple.com/us/podcast/iran-oil-and-the-next-financial-crisis-luke-gromen/id1482455669?i=1000754527936 https://stephanlivera.com/episode/728/ https://podcasts.apple.com/ph/podcast/723-the-battle-for-the-agentic-economy-with-matt-corallo/id1292381204?i=1000753879818 https://podcasts.apple.com/us/podcast/why-bitcoin-didnt-go-parabolic-and-what-comes-next/id1694392423?i=1000753530036 https://podcasts.apple.com/us/podcast/rabbit-hole-recap/id1622698349 https://stephanlivera.com/episode/730/ https://podcasts.apple.com/us/podcast/the-blockspace-pod-an-update-on-terawulfs-ai-expansion/id1414384043?i=1000754849661 https://podcasts.apple.com/us/podcast/the-blockspace-pod-the-last-bitcoin-mining-bull/id1414384043?i=1000754472521  

🎙 Bitcoin Fortress Podcast — Episode 206 Date: March 8, 2026 Block Height: 939,878 Moscow Time: 1491 Fees: 1 / 1 / 1   NEW! My YouTube Channel featuring entertaining and informative short video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   📝 Featured Substack Bitcoin vs Entitlement Economics Bitcoin Fortress https://open.substack.com/pub/bitcoinfortress/p/bitcoin-vs-entitlement-economics   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   NEWS (March 1, 2026 – March 8, 2026) https://bitcoinmagazine.com/markets/bitcoin-price-soars-to-73000 https://www.theblock.co/post/392378/bitcoin-etf-inflows-top-1-billion-in-three-days-as-analysts-revive-safe-haven-narrative https://www.theblock.co/post/392641/bitcoin-faces-renewed-etf-outflows-amid-war-driven-volatility-as-price-slips-back-below-70000 https://bitcoinmagazine.com/news/morgan-stanley-use-coinbase-and-bny https://bitcoinmagazine.com/news/strategy-mstr-buys-204-million-in-bitcoin https://bitcoinmagazine.com/news/procap-financial-brr-buys-450-bitcoin https://www.theblock.co/post/392412/trump-linked-american-bitcoin-pushes-holdings-to-6500-btc-amid-mining-fueled-treasury-expansion-as-stock-jumps https://bitcoinmagazine.com/news/these-two-bitcoin-sell-their-bitcoin https://www.reuters.com/legal/government/kraken-wins-access-feds-core-payments-system-wsj-reports-2026-03-04/ https://www.reuters.com/business/finance/crypto-bill-hits-new-impasse-raising-doubts-over-its-future-2026-03-05/ https://www.reuters.com/legal/government/us-regulators-say-banks-wont-face-extra-capital-charges-tokenized-securities-2026-03-05/ https://www.reuters.com/business/finance/stablecoin-use-could-weaken-ecbs-hand-hamper-lenders-ecb-paper-finds-2026-03-03/ https://www.reuters.com/business/finance/kazakhstan-central-bank-invest-up-350-million-crypto-assets-2026-03-06/ https://bitcoinmagazine.com/news/indiana-governor-signs-bill-bitcoin https://bitcoinmagazine.com/news/utexo-raises-7-5m-to-launch-bitcoin https://bitcoinmagazine.com/business/cake-wallet-launches-bitcoin-lightning-network-support-with-full-self-custody-and-privacy-defaults https://bitcoinmagazine.com/business/satlantis-emerges-as-bitcoin-native-alternative-to-luma-for-real-world-events https://www.coindesk.com/markets/2026/03/07/bitcoin-could-crash-another-30-as-four-year-cycle-gains-strength-investment-firm-says   PODCAST UNIVERSE https://www.whatbitcoindid.com/episodes/wbd1007-jeffsnider https://podcasts.apple.com/il/podcast/the-four-year-cycle-is-not-broken-matthew-mezinskis/id1482455669?i=1000753415798 https://stephanlivera.com/episode/727/ https://swansignalpodcast.com/episodes/did-bitcoin-bottom-at-60k-etf-flows-macro-signals-and-the-next-move https://www.tftc.io/calle-ai-agents-numopay-tap-to-pay-bitcoin-ecash/ https://bitcoinaudible.com/read_934-the-code-liberation/ https://bitcoinaudible.com/roundtable_018-everything-is-fake-and-gay/    

🎙 Bitcoin Fortress Podcast — Episode 205 Date: March 1, 2026 Block Height: 938,901 Moscow Time: 1503 Fees: 1 / 1 / 2   NEW! My YouTube Channel featuring entertaining and informative short video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   📝 Featured Substack Bitcoin vs Political Cycles Bitcoin Fortress https://open.substack.com/pub/bitcoinfortress/p/bitcoin-vs-political-cycles   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   NEWS (February 22– March 1, 2026)   📰 Market & Macro Tariff Uncertainty Impacts Bitcoin Barron’s https://www.barrons.com/articles/bitcoin-price-crypto-trump-tariffs-xrp-aa97476d Fed Officials See No Urgent Policy Change Reuters https://www.reuters.com/business/two-fed-officials-do-not-see-imminent-need-change-monetary-policy-2026-02-24/ Fed’s Waller on Jobs Data & Policy Pause Reuters https://www.reuters.com/world/us/feds-waller-january-jobs-data-an-upside-surprise-if-it-continues-policy-pause-2026-02-23/ OCBC Explores Physical Gold Custody Amid Demand Surge Reuters https://www.reuters.com/world/asia-pacific/singapores-ocbc-bank-explores-physical-gold-custody-business-institutional-2026-02-25/ 📊 ETF Flows & Institutional Activity Spot Bitcoin ETFs Record Five Straight Weeks of Outflows The Block https://www.theblock.co/post/390706/spot-bitcoin-etfs-notch-five-straight-weeks-of-outflows-for-first-time-since-march-2025 Spot Bitcoin ETFs See $257M Inflows Cointelegraph https://cointelegraph.com/news/spot-bitcoin-etfs-257m-inflows-fbtc-ibit-bitcoin-65k Bitcoin ETFs Post $506M Inflows Bitcoin Magazine https://bitcoinmagazine.com/news/bitcoin-etfs-post-half-a-billion-inflows ETF Outflows & Key Support Levels to Watch MarketWatch https://www.marketwatch.com/story/bitcoin-etfs-are-hemorrhaging-billions-heres-what-investors-awaiting-a-crypto-turnaround-should-watch-for-33d31eed 🏢 Corporate Bitcoin & TradFi Integration Strategy Continues Bitcoin Purchases Amid Price Drop MarketWatch https://www.marketwatch.com/story/strategy-shows-no-fear-it-keeps-adding-to-a-losing-bitcoin-position-as-prices-drop-950e8de1 DDC Surpasses 2,000 BTC Treasury Holdings Nasdaq / Business Wire https://www.nasdaq.com/press-release/ddc-surpasses-2000-bitcoin-treasury-holdings-additional-80-btc-purchase-2026-02-17 Morgan Stanley Plans Bitcoin Custody, Trading & Lending Bankless Times https://www.banklesstimes.com/articles/2026/02/27/morgan-stanley-plans-to-offer-bitcoin-custody-trading-yield-and-lending/ Banks Expand Regulated Crypto Infrastructure Coin360 https://coin360.com/news/barclays-morgan-stanley-sofi-crypto-stablecoins-custody-solana ⛏ Mining & Infrastructure Bitcoin Mining Difficulty Jumps 15% The Block https://www.theblock.co/post/390599/bitcoin-mining-difficulty-jumps-15-posting-record-absolute-increase-as-hashrate-rebounds-after-us-winter-storm MARA Earnings & AI/Data Center Pivot Investor’s Business Daily https://www.investors.com/news/bitcoin-price-bitcoin-etf-flows-american-bitcoin-earnings-trump-abtc-mara-terawulf-figure/ American Bitcoin Swings to Quarterly Loss Reuters https://www.reuters.com/business/trump-brothers-backed-american-bitcoin-swings-quarterly-loss-amid-crypto-selloff-2026-02-26/ ⚡ Lightning & AI Lightning Network Processes 5,000 Payments in 8 Hours AOL Finance https://www.aol.com/finance/lightning-network-powers-5-000-192300697.html Lightning Labs Rolls Out AI Agent Tools Bitcoin Magazine https://bitcoinmagazine.com/news/lightning-labs-rolls-out-ai-agent-tools 🌎 Sovereign Adoption El Salvador Overhauls Bitcoin Education Program Yahoo News https://www.yahoo.com/news/articles/el-salvador-overhauls-bitcoin-learning-114206731.html 🏛 Regulation & Markets CFTC Leadership & Prediction Market Oversight Business Insider https://www.businessinsider.com/who-is-michael-selig-prediction-markets-cftc-2026-3 🎧 Bitcoin Podcast Universe Stephan Livera Podcast — SLP724 (Spam Debates) https://stephanlivera.com Stephan Livera Podcast — SLP725 ($1B Lightning Volume) https://www.podchaser.com/podcasts/stephan-livera-podcast-707081/episodes/1b-monthly-volume-on-lightning-283911484 Stephan Livera Podcast — SLP726 (Stablecoins & Adoption) https://stephanlivera.com TFTC #721 — AI & Human Skills https://podbay.fm/p/tftc-a-bitcoin-podcast/e/1772290826 Bitcoin Audible — Read_933 https://podscan.fm/podcasts/bitcoin-audible The Bitcoin Standard Podcast — Episode 312 https://thebitcoinstandardpodcast.buzzsprout.com

🎙️Bitcoin Fortress Podcast – Episode 204 Date: February 22, 2026 Block Height: 937,854 Moscow Time: 1483 Fees: 1 / 1 / 1   NEW! My YouTube Channel featuring entertaining and informative short video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   📝 Featured Substack Post • The Bitcoin Retirement Plan https://open.substack.com/pub/bitcoinfortress/p/the-bitcoin-retirement-plan-43d   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   NEWS (February 15–22, 2026) https://www.kucoin.com/news/flash/bitcoin-etf-sees-88-1m-net-inflow-on-feb-20 https://m.economictimes.com/markets/cryptocurrency/bitcoin-hovers-near-68700-as-etf-inflows-decline-caution-rises/articleshow/128408647.cms https://www.marketwatch.com/story/bitcoins-getting-slammed-again-as-number-one-cryptocurrency-loses-nearly-2-000-b5c1cb45 https://www.kiplinger.com/investing/cryptocurrency/603600/bitcoin-etfs-cryptocurrency-funds https://financefeeds.com/strategy-expands-treasury-with-purchase-of-2486-bitcoin-amid-market-volatility/ https://cincodias.elpais.com/criptoactivos/2026-02-18/el-mayor-banco-de-italia-intesa-sanpaolo-apuesta-por-las-criptos-con-80-millones-de-euros-de-exposicion-a-finales-de-2025.html https://www.theblock.co/post/390599/bitcoin-mining-difficulty-jumps-15-posting-record-absolute-increase-as-hashrate-rebounds-after-us-winter-storm https://bitbo.io/news/mining-difficulty-rebounds-us/ https://bitcoinmagazine.com/news/bitcoins-lightning-network-surpasses https://www.podchaser.com/podcasts/stephan-livera-podcast-707081/episodes/monetizing-the-megawatt-with-r-283372270 https://stephanlivera.com https://www.podchaser.com/podcasts/stephan-livera-podcast-707081/episodes/bitcoin-spam-debates-with-char-283815855 https://coinstories.libsyn.com/news-block-bitcoin-to-40k-ai-agents-get-wallets-unrealized-gains-taxes-ledn-makes-history https://www.podchaser.com/podcasts/coin-stories-with-natalie-brun-1904539/episodes/chris-kline-running-out-of-tim-283639926 https://www.podchaser.com/podcasts/coin-stories-with-natalie-brun-1904539/episodes/lyn-alden-gradual-vs-big-print-283361867  

🎙️Bitcoin Fortress Podcast – Episode 203 February 15, 2026 Block Height: 936,776 Moscow Time: 1455 Fees:  1/1/3   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/who-owns-an-ais-bitcoin   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   News (2/8/26-2/15/26): 🟠 Market, Price & ETF Flows • Bitcoin ETFs shed ~$410M amid price slump https://decrypt.co/358008/bitcoin-etfs-shed-410m-amid-btcs-ongoing-slump • Bitcoin falling toward $60,000 could spark liquidation spiral (Bloomberg) https://www.bloomberg.com/news/articles/2026-02-13/bitcoin-falling-to-60-000-could-spark-fresh-liquidation-spiral • Bitcoin rebounds from $62K dip, consolidates near $70K after long liquidations https://economictimes.indiatimes.com/markets/cryptocurrency/crypto-news/bitcoin-rebounds-from-last-weeks-62k-dip-consolidates-near-70k-after-long-liquidation/articleshow/128100035.cms • What triggered Bitcoin’s February selloff? (VanEck) https://www.vaneck.com/us/en/blogs/digital-assets/matthew-sigel-what-triggered-bitcoins-major-selloff-in-february-2026/ • U.S. equity funds see outflows amid rate uncertainty (macro context) https://www.reuters.com/business/us-equity-funds-see-outflows-rate-cut-uncertainty-ai-worries-2026-02-13/ 🟠 Bitcoin Credit & Collateral • Bitcoin-backed bond sale hit by crypto turbulence (WSJ) https://www.wsj.com/finance/bitcoin-backed-bond-sale-hit-by-crypto-turbulence-f968eddc 🟠 Regulation & Policy • White House crypto meetings + GENIUS Act implementation tracker https://www.paulhastings.com/insights/crypto-policy-tracker/white-house-hosts-crypto-meetings-treasury-secretary-addresses-genius-act-implementation • Crypto industry counters Wall Street bankers with stablecoin principles https://www.coindesk.com/policy/2026/02/13/crypto-group-counters-wall-street-bankers-with-its-own-stablecoin-principles-for-bill/ • GENIUS Act – Full bill text (Congress.gov) https://www.congress.gov/bill/119th-congress/senate-bill/394/text • Congress needs to pass crypto legislation (Bitcoin Magazine) https://bitcoinmagazine.com/news/congress-needs-to-pass-crypto-legislation 🟠 Builders & Infrastructure • Sparrow Wallet Releases (2.4.0 and updates) https://github.com/sparrowwallet/sparrow/releases • SigBash project https://www.sigbash.com • Amboss Lightning tools https://amboss.space 🟠 Podcast Universe Episodes Referenced • What Bitcoin Did – Joe Consorti https://podcasts.apple.com/us/podcast/bitcoin-crashed-what-comes-next-joe-consorti/id1482455669 • What Bitcoin Did – Checkmate https://podcasts.apple.com/us/podcast/is-the-bitcoin-bottom-in-checkmate/id1482455669 • What Bitcoin Did – Mark Goodwin https://podcasts.apple.com/us/podcast/the-epstein-files-what-they-reveal-about-bitcoin/id1482455669 • Stephan Livera Podcast – SLP718 https://stephanlivera.com/episode/718/ • Stephan Livera Podcast – SLP719 https://stephanlivera.com/episode/719/ • Stephan Livera Podcast – SLP721 https://stephanlivera.com/episode/721/ • TFTC – What Comes After Taproot https://tftc.io/tftc-714/ • Rabbit Hole Recap https://tftc.io/category/rabbit-hole-recap/

🎙️ The Bitcoin Fortress Podcast — Episode 202 Date: February 8, 2026 Block Height: 935,617 Moscow Time: 1,416 Fees: 1 /1 / 2   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/charitable-remainder-trusts-charitable   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   News (2/1/26-2/8/26): MARKETS / PRICE ACTION Reuters (Feb 5, 2026) – Bitcoin slumps, crypto market tumbles: https://www.reuters.com/business/bitcoin-slumps-with-key-70000-level-sight-2026-02-05/ Reuters (Feb 6, 2026) – Bitcoin rallies, tops $70K: https://www.reuters.com/business/finance/bitcoin-cusp-60000-investors-flee-risky-bets-2026-02-06/   ETF FLOWS Yahoo Finance – Spot Bitcoin ETFs ingest $562M in inflows: https://finance.yahoo.com/news/spot-bitcoin-etfs-ingest-562m-134057619.html Investing.com – Bitcoin ETF flows / IBIT outlier: https://www.investing.com/analysis/bitcoin-etf-flows-btc-slides-to-64k-as-ibit-defies-272m-outflows-200674575   MINING / NETWORK The Miner Mag – Difficulty set for biggest drop since 2021: https://theminermag.com/news/2026-02-07/bitcoin-hashprice-difficulty-3 Yahoo Finance – Bitcoin mining difficulty drops ~11%: https://finance.yahoo.com/news/bitcoin-mining-difficulty-drops-11-171423125.html CoinDesk – Miner stress / production cost framing: https://www.coindesk.com/markets/2026/02/05/bitcoin-trades-20-below-its-production-cost-as-miner-stress-intensifies   EXCHANGE / COUNTERPARTY RISK Reuters – Bithumb mistakenly sends $44B in bitcoin to users: https://www.reuters.com/world/asia-pacific/crypto-firm-accidentally-sends-44-billion-bitcoins-users-2026-02-07/   US POLICY / REGULATION Reuters (Feb 3, 2026) – White House meeting fails to resolve crypto legislation stalemate: https://www.reuters.com/legal/government/white-house-meeting-fails-resolve-us-crypto-legislation-stalemate-2026-02-03/ Financial Times – Stablecoin war: Wall Street vs crypto: https://www.ft.com/content/0fe2232a-4689-4296-b4cd-8c07c326c48c Congress.gov – GENIUS Act text: https://www.congress.gov/bill/119th-congress/senate-bill/394/text Baker McKenzie – SEC–CFTC crypto coordination meeting: https://blockchain.bakermckenzie.com/2026/02/05/sec-cftc-crypto-coordination-meeting-background-substance-and-implications/   TAX IRS – Prepare to file in 2026 (digital assets reporting): https://www.irs.gov/newsroom/prepare-to-file-in-2026-get-ready-for-tax-season-with-key-updates-essential-tips   EUROPE / MiCA AMF (France) – MiCA transition / wind-down planning: https://www.amf-france.org/en/news-publications/news/amf-reminds-digital-asset-service-providers-transitional-period-allowing-them-continue-providing   US STRATEGIC BITCOIN RESERVE Barron’s – US Bitcoin Reserve value drawdown framing: https://www.barrons.com/articles/trump-bitcoin-reserve-crypto-prices-cf737623        

🎙️ The Bitcoin Fortress Podcast — Episode 201 Date: February 1, 2026 Block Height: 934,624 Moscow Time: 1,279 Fees: 1 /1 / 2   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/bitcoin-and-the-oregon-trail   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   News (1/25/26-2/1/26): Bitcoin / Macro CoinDesk — Bitcoin plunges under $80,000 as U.S.-Iran attacks deepen https://www.coindesk.com/markets/2026/01/31/bitcoin-plunges-under-usd80-000-as-u-s-iran-attacks-deepen Reuters — Bitcoin falls below $80,000, continuing decline as liquidity worries mount https://www.reuters.com/business/bitcoin-falls-below-80000-continuing-decline-2026-01-31/ Reuters — Bitcoin slips as Fed chair speculation hits risky assets https://www.reuters.com/business/bitcoin-slips-fed-chair-speculation-hits-risky-assets-2026-01-30/ Bloomberg — Bitcoin plunges below $80,000 as the crypto slide deepens https://www.bloomberg.com/news/articles/2026-01-31/bitcoin-plunges-below-80-000-as-the-crypto-slide-deepens ETFs / Flows CoinDesk — U.S.-listed bitcoin, ether ETFs bleed nearly $1 billion in one day https://www.coindesk.com/markets/2026/01/30/u-s-listed-bitcoin-ether-etfs-bleed-nearly-usd1-billion-in-one-day crypto.news — Bitcoin ETFs extend four-day outflow streak while BTC stalls near $83,000 https://crypto.news/bitcoin-etfs-extend-4-day-outflow-streak-btc-stalls/ Policy / Banking Yahoo Finance — Wall Street banks & crypto leaders meet in Washington with Clarity Act hanging in the balance https://finance.yahoo.com/news/wall-street-banks-crypto-leaders-set-to-meet-in-washington-with-landmark-clarity-act-hanging-in-the-balance-143008155.html Lexology — Senate Agriculture Committee / market structure draft summary https://www.lexology.com/library/detail.aspx?g=9d50d138-ebb6-4912-bc80-9414eefa2a11 OCC Bulletin 2026-1 — Trust bank chartering proposal https://www.occ.gov/news-issuances/bulletins/2026/bulletin-2026-1.html Financial Times — Laser Digital seeks U.S. banking license https://www.ft.com/content/74b07307-d105-4ce4-9f9d-25b35f242a7e Mining CoinDesk — Bitcoin hashrate drops 12% in worst drawdown since China mining ban https://www.coindesk.com/tech/2026/01/30/bitcoin-hashrate-drops-12-in-worst-drawdown-since-china-mining-ban-cryptoquant Hashrate Index — Roundup (Jan 26, 2026) https://hashrateindex.com/blog/hashrate-index-roundup-january-26-2026/ Corporate Yahoo Finance — Strategy buys 2,932 bitcoin for $264 million https://finance.yahoo.com/news/strategy-buys-2-932-bitcoin-133807369.html Lightning / Tech Protos — It took a decade to fix this Bitcoin Lightning bug https://protos.com/it-took-a-decade-to-fix-this-bitcoin-lightning-bug/ PRNewswire — Amboss unveils RailsX (Lightning-native P2P exchange layer) https://www.prnewswire.com/news-releases/amboss-unveils-railsx-the-first-lightning-native-dex-for-p2p-bitcoin-and-stablecoin-trading-302669827.html Gold & Silver Friday Carnage Barron’s — Gold and Silver Prices Fall Sharply (Warsh/Fed-chair catalyst) https://www.barrons.com/articles/gold-silver-prices-trump-fed-chair-warsh-cce66577 MarketWatch — Silver suffers biggest drop in decades / panic unwind framing https://www.marketwatch.com/story/silver-heads-for-biggest-drop-in-14-years-with-every-man-and-his-dog-rushing-for-the-exit-081baf5c  

🎙️ The Bitcoin Fortress Podcast — Episode 200 Date: January 25, 2026 Block Height: 933,760 Moscow Time: 1,146 Fees: 1 /1 / 3   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/the-real-market-structure-is-incentives   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   News (1/18/26-1/25/26): CoinDesk — BTC slips below $88K ahead of Fed week The Block — spot BTC ETFs worst outflow week since Feb 2025 Reuters — Strategy buys ~$2.13B BTC in eight days Financial Times — Galaxy to launch ~$100M crypto hedge fund Reuters — Scaramucci: volatility up, cautiously optimistic on BTC CoinDesk — major U.S. crypto bill “on the move” Lowenstein — Senate draft changes, CFTC authority over digital commodities CoinDesk — hashrate drop / miner capitulation narrative VanEck — mid-January “ChainCheck,” miners pivot toward AI demand Hashrate Index — roundup + hashrate moving averages Protos — Lightning two-party channel liquidity challenges (Pickhardt research) The Guardian — report on Iran central bank using USDT at scale Blockworks — Tether pushes back audit timeline      

🎙️ The Bitcoin Fortress Podcast — Episode 199 Date: January 18, 2026 Block Height: 932,830 Moscow Time: 1,049 Fees: 1 /1 / 3   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/why-the-system-needs-you-distracted   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   News (1/11/26-1/18/26):   POLICY / REGULATION - US senators introduce long-awaited bill to define crypto market rules (Reuters): https://www.reuters.com/legal/transactional/us-senators-introduce-long-awaited-bill-define-crypto-market-rules-2026-01-13/ - Senate Banking: Chairman Scott releases bipartisan negotiated market structure bill text: https://www.banking.senate.gov/newsroom/majority/chairman-scott-releases-bipartisan-negotiated-market-structure-bill-text - Senate Banking delays crypto bill after Coinbase CEO opposition (Reuters): https://www.reuters.com/sustainability/boards-policy-regulation/coinbase-cannot-support-crypto-bill-current-form-ceo-armstrong-says-2026-01-15/   MARKETS / ETFS - Bitcoin jumps above $97,000 on regulatory optimism (Barron’s): https://www.barrons.com/articles/bitcoin-xrp-ether-crypto-legislation-8cae962e - Bitcoin ETFs see ~$1.42B weekly inflows (crypto.news): https://crypto.news/bitcoin-etfs-see-1-42b-weekly-inflows-ibit-dominates/ - iShares Bitcoin Trust ETF (IBIT) fund stats (BlackRock): https://www.blackrock.com/us/individual/products/333011/ishares-bitcoin-trust-etf   CORPORATE TREASURY - Strategy makes largest Bitcoin purchase since July (CoinDesk): https://www.coindesk.com/markets/2026/01/12/strategy-makes-largest-bitcoin-purchase-since-july-adds-13-627-btc - Strategy stock jumps as cryptos rally (Barron’s): https://www.barrons.com/articles/mstr-stock-price-strategy-microstrategy-bitcoin-coinbase-1fd70347   STATE / PUBLIC FINANCE - Florida legislators renew push for bitcoin reserve (Yahoo Finance): https://finance.yahoo.com/news/florida-legislators-renew-push-bitcoin-133703293.html   MINING / NETWORK - Bitcoin network difficulty dips slightly in first 2026 adjustment (Yahoo Finance): https://finance.yahoo.com/news/bitcoin-network-difficulty-dips-slightly-071138201.html - Miner stress read: difficulty slip + profitability pressure (CryptoSlate): https://cryptoslate.com/why-a-small-bitcoin-difficulty-drop-can-mean-big-miner-stress-in-2026/   SECURITY / SCAMS - Hacker steals $282M in hardware wallet social engineering attack (CoinDesk): https://www.coindesk.com/business/2026/01/16/hacker-steals-usd282-milion-in-hardware-wallet-social-engineering-attack - Chainalysis: record ~$17B estimated stolen in scams/fraud in 2025 (Chainalysis): https://www.chainalysis.com/blog/crypto-scams-2026/   NARRATIVE / QUANTUM - Jefferies strategist drops bitcoin citing quantum risk (Business Insider): https://www.businessinsider.com/bitcoin-price-prediction-quantum-computing-risk-cryptography-jefferies-2026-1   PODCAST THEME ANCHORS - Investopedia Express Ep. 277 (Jan 12, 2026): https://www.investopedia.com/the-express-podcast-episode-277-11883706 - The Bitcoin Standard Podcast episode listing (Jan 13, 2026 entry on Apple Podcasts): https://podcasts.apple.com/mz/podcast/308-fiat-money-inflation-the-collapse-of/id1403202032?i=1000744960198 - What Bitcoin Did — Episodes feed: https://www.whatbitcoindid.com/episodes - Citadel Dispatch (Podchaser listing / latest): https://www.podchaser.com/podcasts/citadel-dispatch-1656796    

🎙️ The Bitcoin Fortress Podcast — Episode 198 Date: January 11, 2026 Block Height: 931,866 Moscow Time: 1101 Fees: 1 /2 / 2   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/bitcoin-infinite-banking   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   NEWS (1/4–1/11) - Spot Bitcoin ETF outflows / streak context (CoinDesk): https://www.coindesk.com/markets/2026/01/09/bitcoin-etf-optimism-fades-as-three-day-outflows-streak-erases-early-month-gains - Spot Bitcoin ETFs pullback / price action (CoinDesk): https://www.coindesk.com/markets/2026/01/09/bitcoin-pulls-back-to-usd90-000-as-early-friday-rally-attempt-fails - ETF flow roundup (The Block): https://www.theblock.co/post/384997/xrp-etfs-hit-record-weekly-volume-as-bitcoin-ether-funds-face-750-million-in-combined-outflows - Morgan Stanley files for Bitcoin ETF (Reuters): https://www.reuters.com/business/morgan-stanley-files-bitcoin-etf-2026-01-06/ - Senate market structure vote momentum (CoinDesk): https://www.coindesk.com/policy/2026/01/10/the-senate-moves-toward-a-market-structure-vote-state-of-crypto - BPI policy note (BPI): https://bpi.com/bpinsights-january-10-2026/ - CPI date (Kiplinger): https://www.kiplinger.com/investing/when-is-the-next-cpi-report - Strategy unrealized loss report (Reuters): https://www.reuters.com/business/bitcoin-hoarder-strategy-reveals-1744-billion-unrealized-loss-fourth-quarter-2026-01-05/ - MSCI keeps DATCOs in indexes (FT): https://www.ft.com/content/85b72a87-3ee4-4525-8e23-76af117553c5 - Strategy stock + MSCI decision (Barron’s): https://www.barrons.com/articles/strategy-stock-bitcoin-selloff-msci-63de7e8f - Mining difficulty note (Cointelegraph via TradingView): https://www.tradingview.com/news/cointelegraph%3A4023fee53094b%3A0-bitcoin-mining-difficulty-falls-in-first-adjustment-of-2026/ - Difficulty chart / estimator (CoinWarz): https://www.coinwarz.com/mining/bitcoin/difficulty-chart - Multisig exploit coverage (Yahoo): https://finance.yahoo.com/news/hacker-drains-27m-multi-sig-150113526.html - Samourai Wallet forfeited BTC dispute (Yahoo): https://finance.yahoo.com/news/report-reveals-us-may-sold-000248643.html - Bitcoin Core releases page (Bitcoin Core): https://bitcoincore.org/en/releases/   PODCAST THEMES (examples referenced) - TFTC (Apple Podcasts listing): https://podcasts.apple.com/us/podcast/tftc-a-bitcoin-podcast/id1292381204 - What Bitcoin Did (Episodes page): https://www.whatbitcoindid.com/episodes - Coin Stories episode with Jeff Booth (Apple Podcasts): https://podcasts.apple.com/nz/podcast/jeff-booth-why-prices-rise-but-quality-gets-worse-the/id1569130932?i=1000743981477    

🎙️ The Bitcoin Fortress Podcast — Episode 197 Date: January 4, 2026 Block Height: 930,901 Moscow Time: 1097 Fees: 1 / 1 / 1   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/top-10-easy-ways-to-improve-your   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   NEWS LINKS (15) 1) Reuters — Bitcoin set for first yearly loss since 2022 (Dec 31, 2025) https://www.reuters.com/business/bitcoin-set-first-yearly-loss-since-2022-macro-trends-weigh-crypto-2025-12-31/   2) Reuters — Global markets Jan 2, 2026 (includes BTC move) https://www.reuters.com/world/china/global-markets-global-markets-2026-01-02/   3) Yahoo Finance — US crypto ETFs draw ~$670M inflows; BTC ETFs lead (Jan 2, 2026) https://finance.yahoo.com/news/us-crypto-etfs-draw-670-110114860.html   4) CoinDesk — Tether adds nearly $800M in BTC; holdings above 96k BTC (Jan 2, 2026) https://www.coindesk.com/markets/2026/01/02/tether-adds-nearly-usd800-million-in-bitcoin-bringing-holdings-above-96-000-btc   5) Barron’s — Strategy buys ~$109M BTC (Dec 28, 2025 window) https://www.barrons.com/articles/strategy-bitcoin-crypto-michael-saylor-829f6fd8   6) MarketWatch — Prenetics halts further BTC purchases (late Dec 2025) https://www.marketwatch.com/story/buying-bitcoin-is-no-longer-a-thing-for-this-david-beckham-backed-health-company-24911393   7) DL News — Bitcoin ETFs in 2026 outlook (late Dec 2025) https://www.dlnews.com/articles/markets/bitcoin-etfs-to-top-180-billion-usd-in-2026-say-analysts/   8) Bitcoin Core v30.1 release thread (Jan 2, 2026) https://delvingbitcoin.org/t/bitcoin-core-v30-1-released/2183   9) Bitcoin Core downloads (v30.1) https://bitcoincore.org/bin/bitcoin-core-30.1/   10) Lightning Engineering — Taproot Assets v0.7 (Dec 16, 2025) https://lightning.engineering/posts/2025-12-16-tapd-0.7-launch/   11) Bitcoin Optech Newsletter #386 (Jan 2, 2026) https://bitcoinops.org/en/newsletters/2026/01/02/   12) Yahoo Finance — Mining difficulty nears record high heading into 2026 (late Dec 2025) https://finance.yahoo.com/news/bitcoin-mining-difficulty-nears-record-064434953.html   13) CoinWarz — Bitcoin difficulty chart / next adjustment estimate https://www.coinwarz.com/mining/bitcoin/difficulty-chart   14) The Block — 2026 Bitcoin mining outlook (late Dec 2025) https://www.theblock.co/post/383997/2026-bitcoin-mining-outlook   15) The Verge — Bitfinex hacker Ilya Lichtenstein early release (Jan 3, 2026) https://www.theverge.com/news/853160/ilya-lichtenstein-released-razzlekhan-bitcoin-hack  

🎙️ The Bitcoin Fortress Podcast — Episode 196 Date: December 28, 2025 Block Height: 929,911 Moscow Time: 1142 Fees: 1 / 1 / 1   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/stay-humble-stack-sats-25c   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 📰 News & Analysis (Dec 21 – Dec 28, 2025) 1) Bitcoin stays near $89K in thin year-end trading (Economic Times) https://m.economictimes.com/markets/cryptocurrency/bitcoin-stays-near-89000-amid-thin-year-end-trading-here-is-what-experts-say/articleshow/126184544.cms   2) Bitcoin slips near $88K as fear rises (Economic Times) https://m.economictimes.com/markets/cryptocurrency/crypto-news/bitcoin-slips-to-88000-as-fear-tightens-its-grip-is-this-just-a-pause-or-the-next-big-move/articleshow/126135795.cms   3) “Bitcoin buzz is gone” / gold narrative (The Guardian) https://www.theguardian.com/business/nils-pratley-on-finance/2025/dec/23/bitcoin-buzz-gone-investors-chose-real-gold-in-2025   4) Bitcoin & Ether ETFs outflows into Christmas (CoinDesk) https://www.coindesk.com/markets/2025/12/25/bitcoin-and-ether-etfs-see-outflows-ahead-of-christmas-led-by-ibit-and-ethe   5) ETF daily flow data (Farside Investors) https://farside.co.uk/btc/   6) Spot BTC & ETH ETF outflows (The Block) https://www.theblock.co/post/383717/spot-bitcoin-ether-etfs-outflows-christmas   7) Strategy pauses bitcoin buys (Barron’s) https://www.barrons.com/articles/strategy-stock-bitcoin-crypto-ad16e5d5   8) Corporate crypto/bitcoin treasury plays of 2025 (Decrypt) https://decrypt.co/352827/biggest-bitcoin-crypto-treasury-plays-2025   9) Bitcoin mining stocks in 2025 (CoinDesk) https://www.coindesk.com/markets/2025/12/26/bitcoin-mining-in-2025-iren-claims-the-crown-as-bitdeer-s-stock-trails-the-pack   10) Mining stocks recap (Yahoo Finance mirror) https://finance.yahoo.com/news/bitcoin-mining-2025-iren-claims-160000621.html   11) VanEck Mid-December 2025 Bitcoin ChainCheck (Seeking Alpha) https://seekingalpha.com/article/4855296-vaneck-mid-december-2025-bitcoin-chaincheck   12) 2025 crypto theft hits record levels (TechCrunch) https://techcrunch.com/2025/12/23/hackers-stole-over-2-7-billion-in-crypto-in-2025-data-shows/   13) Reuters: Bitcoin 2025 volatility + rise of private litigation (Reuters Legal) https://www.reuters.com/legal/legalindustry/bitcoin-2025-volatility-rise-private-litigation--pracin-2025-12-24/   14) Square bitcoin payments roadmap (Block press release) https://squareup.com/us/en/press/block-to-roll-out-bitcoin-payments-on-square   15) Square “Accept Bitcoin” product page https://squareup.com/us/en/bitcoin   Bonus: Shift4 stablecoin settlements (Investor’s Business Daily) https://www.investors.com/news/shift4-payments-stablecoin-settlement-launch-merchants-four-stock/   PODCASTS / THEMES REVIEWED - TFTC: A Bitcoin Podcast (Apple Podcasts listing for recent episodes) https://podcasts.apple.com/us/podcast/tftc-a-bitcoin-podcast/id1292381204   - The Jack Mallers Show — “Bitcoin And The Missing Volatility” (Apple Podcasts) https://podcasts.apple.com/na/podcast/bitcoin-and-the-missing-volatility/id1695949365?i=1000742435962   - The Bitcoin Matrix — “Jeff Booth” (Apple Podcasts) https://podcasts.apple.com/ee/podcast/jeff-booth-the-real-reason-why-bitcoin-will-never-fail/id1534519469?i=1000742329120        

🎙️ The Bitcoin Fortress Podcast — Episode 195 Date: December 21, 2025 Block Height: 928,869 Moscow Time: 1132 Fees: 1 / 1 / 1   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/everything-they-told-you-about-bitcoin   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 📰 News & Analysis (Dec 14 – Dec 21, 2025)   1. UK regulation of cryptoassets to start in October 2027 (Reuters) https://www.reuters.com/sustainability/boards-policy-regulation/uk-regulation-cryptoassets-start-october-2027-finance-ministry-says-2025-12-15/ 2. Coinbase appoints George Osborne to run advisory council (Reuters) https://www.reuters.com/sustainability/boards-policy-regulation/coinbase-appoints-uk-ex-finance-minister-george-osborne-run-advisory-council-2025-12-18/ 3. UK watchdog unveils proposals to regulate crypto market (Financial Times) https://www.ft.com/content/1e8bc50e-2d35-46cc-a7c3-11cacf5f5143 4. UK Treasury drawing up new rules to police cryptocurrency markets (The Guardian) https://www.theguardian.com/technology/2025/dec/15/uk-treasury-drawing-up-new-rules-to-police-cryptocurrency-markets 5. U.S. bitcoin ETFs see strongest inflows for over a month (CoinDesk) https://www.coindesk.com/markets/2025/12/18/u-s-bitcoin-etfs-see-strongest-inflows-for-over-a-month-as-btc-dominance-hits-60 6. Bitcoin ETF IBIT ranks among top 2025 fund flows (Yahoo Finance) https://finance.yahoo.com/news/bitcoin-etf-ibit-ranks-among-191610947.html 7. MSCI considers excluding bitcoin-heavy firms from indexes (Reuters) https://www.reuters.com/business/strategy-bitcoin-buying-firms-face-wider-exclusion-stock-indexes-2025-12-19/ 8. Strategy keeps buying Bitcoin; stock impact (Barron’s) https://www.barrons.com/articles/strategy-bitcoin-buying-stock-81623253 9. Crypto investors show caution, shift strategies after crash (Reuters) https://www.reuters.com/business/finance/crypto-investors-show-caution-shift-new-strategies-after-crash-2025-12-17/ 10. Bitcoin long-term holder supply hits 8-month low (CoinDesk) https://www.coindesk.com/markets/2025/12/17/bitcoin-long-term-holder-supply-hits-8-month-low-cycle-breaks-from-historical-patterns 11. Bitcoin hashrate sees sharpest post-halving drop since 2024 (CoinDesk) https://www.coindesk.com/markets/2025/12/15/bitcoin-hashrate-sees-sharpest-post-halving-drop-since-2024-amid-china-mining-machine-shutdowns 12. Mining revenue thin; difficulty cuts; hashrate resilient (Bitcoin.com) https://news.bitcoin.com/bitcoin-mining-revenue-remains-thin-yet-hashrate-refuses-to-blink/ 13. Tether leads $8M investment in Speed (Lightning + stablecoins) (CoinDesk) https://www.coindesk.com/business/2025/12/16/tether-leads-usd8-million-investment-in-speed-to-push-usdt-further-into-everyday-payments 14. BitGo enables Lightning Network payments from qualified custody (Bitcoin Magazine) https://bitcoinmagazine.com/news/bitgo-enables-lightning-network-payments 15. BitGo Lightning integration coverage (Crowdfund Insider) https://www.crowdfundinsider.com/2025/12/256681-bitgo-introduces-support-for-lightning-network-from-custody-enabling-scalable-bitcoin-payments/ 16. JPMorgan launches tokenized money-market fund (WSJ) https://www.wsj.com/finance/investing/jpmorgan-steps-further-into-crypto-with-tokenized-money-fund-e3535f13 17. JPMorgan tokenized money market fund details (Business Insider) https://www.businessinsider.com/jpmorgan-tokenized-money-market-fund-ethereum-blockchain-crypto-eth-2025-12 18. Visa launches stablecoin settlement for U.S. banks (Barron’s) https://www.barrons.com/articles/visa-launches-stablecoin-settlement-bbe7b6a5 19. SoFi launches SoFiUSD stablecoin (Investor’s Business Daily) https://www.investors.com/news/sofi-technologies-sofiusd-stablecoin-launch/ 20. SEC investor bulletin on crypto asset custody (coverage) https://www.thecorporatecounsel.net/blog/2025/12/crypto-sec-issues-investor-bulletin-on-crypto-asset-custody.html 21. Weekly regulation roundup (Yahoo Finance) https://finance.yahoo.com/news/weekly-regulation-roundup-pardons-pullbacks-203552094.html 22. Bitcoin is all over the place ahead of U.S. inflation data (CoinDesk) https://www.coindesk.com/markets/2025/12/18/bitcoin-is-all-over-the-place-ahead-of-u-s-inflation-data-gold-nears-record-high 23. Bitcoin price today: muted near $88k after soft CPI data (Investing.com) https://www.investing.com/news/cryptocurrency-news/bitcoin-price-today-steady-near-87k-after-soft-us-cpi-data-set-for-weekly-loss-4416458 24. Binance Weekly Market Commentary (Binance Research) https://www.binance.com/en/research/analysis/weekly-market-commentary-2025-12-19 25. “Phantom inflation” distorting Fed decisions (Financial Times) https://www.ft.com/content/7d375109-9471-450b-8530-a6147ff7068e 26. Bostic: Fed should pause rate cuts (Barron’s) https://www.barrons.com/articles/federal-reserve-raphael-bostic-inflation-interest-rates-69b78115 27. Apollo economist warns stagflation risk (Business Insider) https://www.businessinsider.com/stagflation-economy-outlook-2026-stock-market-fed-rate-cuts-inflation-2025-12 28. 2025 crypto theft reaches ~$3.4B (Chainalysis) https://www.chainalysis.com/blog/crypto-hacking-stolen-funds-2026/ 29. The Block coverage of Chainalysis theft totals (The Block) https://www.theblock.co/post/382477/crypto-hack-2025-chainalysis 30. Forbes: exchanges, regulation, AI, market structure https://www.forbes.com/sites/roomykhan/2025/12/15/crypto-exchanges-regulation-ai-and-the-next-market-structure/ 31. Messari: Crypto Venture Weekly (Dec 15–19, 2025) https://messari.io/report/crypto-venture-weekly-december-15-19-2025 32. CoinDesk: State of the Blockchain 2025 (research) https://www.coindesk.com/research/state-of-the-blockchain-2025 33. Nasdaq: IBIT option chain page https://www.nasdaq.com/market-activity/etf/ibit/option-chain 34. iShares: IBIT product page https://www.ishares.com/us/products/333011/ishares-bitcoin-trust-etf  

🎙️ The Bitcoin Fortress Podcast — Episode 194 Date: December 14, 2025 Block Height: 927,886 Moscow Time: 1123 Fees: 1 / 1 / 1   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/saving-vs-investing   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 📰 News & Analysis (Dec 7 – Dec 14, 2025) Macro & Markets Bitcoin dips below $90K as AI worries dent risk appetite — Reuters https://www.reuters.com/business/bitcoin-dips-below-90000-ai-worries-dent-risk-appetite-2025-12-11/ Bitcoin and Ether whipsaw after Fed cut with hawkish tone — The Block https://www.theblock.co/post/382125/bitcoin-ether-whipsaw-fed-quarter-point-hawkish-cut Bitcoin’s 2025 rollercoaster may end on a low — Reuters https://www.reuters.com/business/finance/bitcoins-2025-rollercoaster-may-end-low-2025-12-09/ Long-term Bitcoin holder sell pressure eases — CoinDesk https://www.coindesk.com/markets/2025/12/08/bitcoin-s-long-term-holders-hit-cyclical-low-as-sell-pressure-finally-eases/ On-chain metrics show strong support near $80K — CoinDesk https://www.coindesk.com/markets/2025/12/12/these-three-metrics-show-bitcoin-found-strong-support-near-usd80-000/ ETFs, Indices & TradFi The Week On-Chain (Week 49): ETF outflows continue — Glassnode https://insights.glassnode.com/the-week-onchain-week-49-2025/ Weekly Bitcoin Index Highlights — CF Benchmarks https://www.cfbenchmarks.com/blog/weekly-index-highlights-december-8-2025 Spot Bitcoin ETF net outflow discussion — Equiti https://www.equiti.com/sc-en/news/crypto-hub/bitcoin-stalls-near-90k-as-traders-brace-for-the-fed/ Global markets fund-flow snapshot — Reuters https://www.reuters.com/world/china/global-markets-flows-graphic-2025-12-08/ Strategy remains in the Nasdaq 100 — Reuters https://www.reuters.com/sustainability/climate-energy/bitcoin-hoarder-company-strategy-remains-nasdaq-100-2025-12-13/ MSCI crypto index exclusion backlash — Business Insider https://www.businessinsider.com/msci-crypto-index-bitcoin-treasury-strategy-btc-price-2025-12 Corporate Treasury & Price Targets Strategy buys nearly $1B worth of Bitcoin — Barron’s https://www.barrons.com/articles/strategy-stock-price-bitcoin-buy-1dce38e0 Strategy holds Nasdaq 100 spot — CoinDesk https://www.coindesk.com/business/2025/12/13/michael-saylor-s-strategy-hangs-on-to-spot-in-nasdaq-100-index/ Standard Chartered halves Bitcoin price target — MarketWatch https://www.marketwatch.com/story/standard-chartered-is-finally-slashing-its-bitcoin-target-by-half-heres-why-3e7c726b Additional context on BTC target revisions — Business Insider https://www.businessinsider.com/bitcoin-price-prediction-btc-2026-forecast-standard-chartered-150k-2025-12 Regulation & Policy Senators make progress on sweeping crypto market bill — The Block https://www.theblock.co/post/382277/us-senators-make-real-progress-on-sweeping-crypto-market-bill-following-talks-with-bank-execs Gillibrand & Lummis push bipartisan momentum — The Block https://www.theblock.co/post/381924/nothing-holding-bill-democratic-sen-gillibrand-senate-advance-crypto-bill Teachers union urges withdrawal of crypto bill — The Block https://www.theblock.co/post/382009/teachers-union-crypto-market-structure-bill Crypto-focused national banks approved — Wall Street Journal https://www.coindesk.com/tech/2025/12/10/emb-till-8am-et-dec-10-blockstream-connects-lightning-and-liquid-for-faster-private-bitcoin-payments/ Lightning Network capacity data — The Block Data https://www.theblock.co/data/on-chain-metrics/bitcoin/lightning-networks-capacity-daily Mining & Energy Bitcoin difficulty chart & adjustment estimates — CoinWarz https://www.coinwarz.com/mining/bitcoin/difficulty-chart Mining revenue thin yet hashrate resilient — Bitcoin.com https://news.bitcoin.com/bitcoin-mining-revenue-remains-thin-yet-hashrate-refuses-to-blink/ AI and Bitcoin mining drive U.S. energy demand — Yahoo Finance https://finance.yahoo.com/news/america-thirsts-energy-amid-bitcoin-130500166.html Adoption, Culture & History Block / Square discusses Bitcoin & Lightning payments — The Verge https://www.theverge.com/podcast/839062/square-product-chief-willem-ave-block-jack-dorsey-ai-bitcoin-crypto Football as crypto’s “gateway drug” — CoinDesk https://www.coindesk.com/business/2025/12/12/from-wall-street-to-the-world-cup-how-football-became-crypto-s-biggest-gateway-drug/ 15 years since Satoshi’s final public message — Tom’s Hardware https://www.tomshardware.com/tech-industry/cryptocurrency/bitcoin-creator-satoshi-disappeared-on-this-day-15-years-ago-leaving-a-final-public-message-ive-moved-on-to-other-things-true-identity-of-satoshi-nakamoto-entity-remains-unknown International & Geopolitics Crypto executives court Gulf capital — Wall Street Journal https://www.wsj.com/finance/currencies/crypto-industry-persian-gulf-states-22a0d3a1 El Salvador partners with xAI for public schools — Associated Press https://apnews.com/article/a1c6e41b84cf5cfa8a9b20bd15dc12f3 Debate & Market Narratives “Bitcoin’s November crash was no accident” — MarketWatch https://www.marketwatch.com/story/bitcoins-november-crash-was-no-accident-7d0b0c04 Bitcoin volatility hits extreme lows — Cointelegraph (via TradingView) https://www.tradingview.com/news/cointelegraph%3A1de8b4c64094b%3A0-bitcoin-extreme-low-volatility-to-end-amid-new-50k-btc-price-target/  

The Bitcoin Fortress Podcast - Episode 193 December 7, 2025 Block Height 926865 | Moscow Time 1094 | Fees 1/1/1   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/practical-ways-to-become-more-resilient   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   Price, ETFs & Market Structure 2025 was officially a wipeout year for US spot Bitcoin ETFs https://cryptoslate.com/2025-was-officially-a-wipeout-year-for-us-spot-bitcoin-etfs-now-flat-yoy-and-down-48b-since-october/ CryptoSlate Bitcoin ETFs bleed $3.4B as investors pull back, but YTD flows remain positive https://etfdb.com/news/2025/12/05/bitcoin-etfs-bleed-3-4-billion/ ETF Database Bitcoin ETF: Massive $194M outflow — what is happening? https://www.cointribune.com/en/bitcoin-etf-why-are-institutional-investors-withdrawing-massively/ Cointribune Bitcoin spot ETFs log $194.6M in outflows as basis trades unwind https://becausebitcoin.com/post/bitcoin-spot-etf-outflows-basis-trade-ibit-boj-dec5-2025 Because Bitcoin Spot Bitcoin ETFs bounce back with $54.8M in inflows on Dec 5 https://cryptorank.io/news/feed/cdd1b-spot-bitcoin-etfs-inflow-reversal CryptoRank Bitcoin price action is no longer determined by exchanges – ETF flows as key metric https://cryptoslate.com/bitcoin-etf-market-structure-shift-institutional-flows/ CryptoSlate Bitcoin’s bull market: A slowdown, not a breakdown https://cryptoslate.com/bitcoins-bull-market-a-slowdown-not-a-breakdown/ CryptoRank What to expect from Bitcoin price in December 2025 https://m.fastbull.com/news-detail/what-to-expect-from-bitcoin-price-in-december-news_6100_0_2025_4_13898_3/6100_BTC-USDT FastBull Bitcoin stumbles into December after brutal November Business Insider Institutions, Wall Street & Products Strategy’s Saylor in talks with MSCI as index-exclusion threat looms https://www.reuters.com/business/saylors-strategy-engaging-with-msci-potential-index-exclusion-2025-12-03/ Reuters Strategy’s leveraged ETFs hit hard by crypto slump https://www.reuters.com/business/finance/strategys-leveraged-etfs-hit-hard-by-crypto-slump-2025-12-02/ Reuters Bank of America expands crypto access for wealth-management clients https://www.reuters.com/business/finance/bank-america-expands-crypto-access-wealth-management-clients-2025-12-04/ Reuters Vanguard finally allows crypto ETFs and mutual funds https://www.barrons.com/articles/vanguard-crypto-etfs-funds-bitcoin-investing-5c69c14c Barron's Strategy stock: Bitcoin proxy and analyst targets https://www.investors.com/news/mstr-stock-strategy-bitcoin-analyst-price-targets-upside/ Investors B Hodl unveils Bitcoin treasury and Lightning strategy ADVFN UK Regulation, Policy & Enforcement CFTC announces first listed spot crypto trading on US exchanges https://www.cftc.gov/PressRoom/PressReleases/9145-25 CFTC CFTC leverage ruling opens the door for $25T giants to enter crypto https://cryptoslate.com/cftc-leverage-ruling-finally-opens-the-door-for-25-trillion-giants-to-enter-the-crypto-market/ CryptoSlate Swiss and German police shut down major cryptomixer.io Reuters CRA crypto crackdown reaps millions but yields no criminal charges https://barrie360.com/cra-crypto-crackdown-reaps-millions/ Barrie 360 China renews crypto crackdown, targets offshore exchanges Decrypt Global Crypto Policy Review & Outlook 2025/26 – TRM Labs https://www.trmlabs.com/reports-and-whitepapers/global-crypto-policy-review-outlook-2025-26 TRM Labs State Adoption & Geopolitics Texas becomes the first state to buy Bitcoin as more states eye crypto https://stateline.org/2025/12/04/texas-becomes-the-first-state-to-buy-bitcoin-as-more-states-eye-cryptocurrencies/ Stateline Texas becomes the first state to buy Bitcoin — what happens next? https://www.bitget.com/amp/news/detail/12560605082733 Bitget Trump’s National Security Strategy ignores Bitcoin and blockchain (syndicated summary) Yahoo Finance Mining, Infrastructure & Lightning What to expect from Bitcoin price in December (miner margins, Bitmain probe, China hash rate) https://m.fastbull.com/news-detail/what-to-expect-from-bitcoin-price-in-december-news_6100_0_2025_4_13898_3/6100_BTC-USDT Cash App adds Bitcoin Lightning payments and stablecoin support https://www.bitget.com/news/detail/12560605061785 Bitcoin treasury companies should lean into the Lightning Network The Guardian+1 “Bitcoin is the tulip bulb of our time” – Michael Burry https://www.businessinsider.com/michael-burry-bitcoin-price-tulip-bulb-big-short-2025-12 Why we do not own Bitcoin (and never will) – Bahnsen Group thebahnsengroup.com AI-fueled crypto scams are booming – TRM Labs data https://podcasts.apple.com/us/podcast/rabbit-hole-recap/id1622698349  

The Bitcoin Fortress Podcast - Episode 192 November 30, 2025 Block Height 925894 | Moscow Time 1093 | Fees 1/1/1   NEW! My YouTube Channel featuring short-form video content and all my podcast episodes: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Featured Substack Post: https://bitcoinfortress.substack.com/p/staying-strong-in-choppy-markets   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   Price, Market Structure & Macro CoinDesk – “Bitcoin Rebounds From 'Extreme Oversold' Levels; XRP Jumps 7%, ZEC Surges 14%” https://www.coindesk.com/markets/2025/11/23/bitcoin-rebounds-from-extreme-oversold-levels-xrp-jumps-7-zec-surges-14 CoinDesk Yahoo Finance – “November Was Bitcoin’s Second Worst Month In 2025” https://finance.yahoo.com/news/november-bitcoin-second-worst-month-104148905.html Yahoo Finance Aurpay – “The 2025 Crypto Collapse: Why Bitcoin Dropped to $80k” https://aurpay.net/aurspace/bitcoin-crash-november-2025-market-analysis Aurpay HackerNoon – “Bitcoin's November 2025 Bloodbath: Dissecting the Perfect Storm Behind the $42,000 Crash” https://hackernoon.com/bitcoins-november-2025-bloodbath-dissecting-the-perfect-storm-behind-the-%2442000-crash Hacker Noon MarketWatch – “Bitcoin's Trading Around $86,000 as 'Tinkerbell' Effect Haunts Crypto, in Deutsche Bank's View” https://www.marketwatch.com/story/bitcoins-trading-around-86-000-the-tinkerbell-effect-is-haunting-crypto-says-deutsche-bank-aff9f2f7 MarketWatch Bloomberg – “Bitcoin (BTC) Jumps Back Above $89,000 to Recoup Some Recent Losses” https://www.bloomberg.com/news/articles/2025-11-26/bitcoin-jumps-back-above-89-000-to-recoup-some-recent-losses Bloomberg Reuters – “Stocks, Bitcoin Edge Up as Investors Bank on Fed Rate Cuts” https://www.reuters.com/world/china/global-markets-wrapup-1-2025-11-27 Reuters CryptoNews – “Why Is Crypto Up Today? – November 26, 2025” https://cryptonews.com/news/why-is-crypto-up-today-november-26-2025 Cryptonews Bitcoin Magazine – “Bitcoin Price Down 30% From All-Time Highs as Market…” https://bitcoinmagazine.com/news/bitcoin-price-sits-down-over-30-percent Bitcoin Magazine Forbes – “Bitcoin Braced For A Huge Fed Price Earthquake After Sudden Flip” Forbes+1   ETFs, Flows & Institutional Adoption CoinDesk – “ETF Outflows, Stablecoin Flows and DAT Reversals Signal Crypto Capital Flight” https://www.coindesk.com/markets/2025/11/23/etf-outflows-stablecoin-flows-and-dat-reversals-signal-crypto-capital-flight-nydig CoinDesk CoinDesk – “Bitcoin ETFs Have Bled a Record $3.79B in November” https://www.coindesk.com/markets/2025/11/21/bitcoin-etfs-have-bled-a-record-usd3-79-billion-in-november CoinDesk Farside – “Bitcoin ETF Flow (US$m)” https://farside.co.uk/btc Farside Investors SoSoValue – “US Bitcoin Spot ETF Dashboard” https://m.sosovalue.com/assets/etf/us-btc-spot SoSoValue Investors.com – “Bitcoin Tries To Find Footing; JPMorgan Upgrades These 2 Miners, Cuts Targets For Others” https://www.investors.com/news/bitcoin-jpmorgan-bitcoin-miners-cleanspark-cipher-iren-mara-riot Investors+1 Investopedia – “Bitcoin Has Regained Some Ground. Strategy’s Michael Saylor 'Won’t Back Down'” https://www.investopedia.com/bitcoin-has-regained-some-ground-strategys-michael-saylor-wont-back-down-11856067 Investopedia AInvest – “Bitcoin’s Institutional Adoption Surge: A Catalyst for Sustained Bullish Momentum in November 2025” https://www.ainvest.com/news/bitcoin-institutional-adoption-bull-cycle-beginning-2511/ AInvest BTCC – “Bitcoin Institutional Adoption Accelerates as Robinhood …” https://www.btcc.com/en-IN/square/Bitcoin%20News/1223297 BTCC   Mining, Difficulty & AI Bitbo – “Bitcoin Mining Difficulty Set to Rise Amid Record-Low…” https://bitbo.io/news/bitcoin-mining-difficulty-rise/ Bitbo Reuters – “Bitcoin Mining in China Rebounds, Defying 2021 Ban” https://www.reuters.com/world/asia-pacific/bitcoin-mining-china-rebounds-defying-2021-ban-2025-11-24/ Reuters Yahoo / TheStreet – “Largest Private Gold Holder Shuts Down Bitcoin Mining …” https://finance.yahoo.com/news/largest-private-gold-holder-shuts-184024685.html Yahoo Finance TechRadar – “Is AI More Appealing Than Crypto Now? A Major Bitcoin Miner Has Decided to Pivot to AI Data Centers” https://www.techradar.com/pro/is-ai-more-appealing-than-crypto-now-a-major-bitcoin-miner-has-decided-to-pivot-to-ai-data-centers-heres-why TechRadar   Regulation, Policy & Geopolitics Lowenstein – “Crypto Brief – November 26, 2025 (Bitcoin for America Act)” https://www.lowenstein.com/news-insights/newsletters/crypto-brief-november-26-2025 Lowenstein Sandler CoinDesk – “State of Crypto: What Congress Has Left to Do This Year” https://www.coindesk.com/policy/2025/11/23/state-of-crypto-what-congress-has-left-to-do-this-year CoinDesk ICAEW – “The Future of Crypto Regulation: Key Considerations” https://www.icaew.com/insights/viewpoints-on-the-news/2025/nov-2025/the-future-of-crypto-regulation-key-considerations ICAEW Reuters – “China’s Central Bank Vows Crackdown on Virtual Currency, Flags Stablecoin Concerns” https://www.reuters.com/sustainability/boards-policy-regulation/chinas-central-bank-vows-crackdown-virtual-currency-flags-stablecoin-concerns-2025-11-29/ Reuters U.S. DOJ – “Founders of Samourai Wallet Cryptocurrency Mixing Service Sentenced to Five and Four Years” https://www.justice.gov/usao-sdny/pr/founders-samourai-wallet-cryptocurrency-mixing-service-sentenced-five-and-four-years Department of Justice Bank Policy Institute – “BPInsights: November 8, 2025 (Stablecoin Risks & GENIUS Act)” https://bpi.com/bpinsights-november-8-2025/ Bank Policy Institute Bloomberg – “China Accuses US of Orchestrating $13 Billion Bitcoin Hack” https://www.bloomberg.com/news/articles/2025-11-11/china-accuses-us-of-orchestrating-13-billion-bitcoin-hack Bloomberg DisruptionBanking – “Did the U.S. Steal $13 Billion in Bitcoin? China Says the Biggest Crypto Heist Ever Was a Black Ops Job” Disruption Banking   Tech, Lightning, Privacy & RWAs CoinDesk – “VanEck CEO Concerned About Bitcoin’s Encryption and Privacy, Says Firm Could Walk Away” https://www.coindesk.com/markets/2025/11/23/vaneck-ceo-concerned-about-bitcoin-s-encryption-and-privacy-says-firm-could-walk-away CoinDesk CoinDesk – “On-Chain Stocks Could Misprice Over Weekends, Triggering Arbitrage Risks” https://www.coindesk.com/business/2025/11/23/on-chain-stocks-could-misprice-over-weekends-triggering-arbitrage-risks-redstone CoinDesk Voltage – “Why Lightning Is the Only Scalable Network for Stablecoins” https://www.voltage.cloud/blog/beyond-the-bottleneck-how-lightning-and-stablecoins-will-outscale-ethereum-for-global-payments Voltage Medium – “The Lightning Network Money Trail” https://liberlion.medium.com/the-lightning-network-money-trail-b9594243ee74 Medium Reddit – “Stinger32LND Monthly Update — November 2025” https://www.reddit.com/r/lightningnetwork/comments/1owhc3g/stinger32lnd_monthly_update_november_2025/ reddit.com   Nation-State & Long-Term Adoption MillionMiner – “Nation-State Bitcoin Adoption Could Transform Markets – Expert Insight (22 Nov 25)” https://www.millionminer.com/news/2025/11/nation-state-bitcoin-adoption-could-transform-markets-expert-insight-22-nov-25/ millionminer.com

The Bitcoin Fortress Podcast - Episode 191 November 23, 2025 Block Height 924878 | Moscow Time 1153 | Fees 2/2/2   Price, Market Structure & Sentiment Reuters – Bitcoin rebounds after falling below $90,000, a 7-month low Reuters Bloomberg – Crypto Market Extends Slide With Bitcoin Dropping Below $87,000 Bloomberg Bloomberg – Bitcoin Heading for Worst Month Since Crypto Collapse of 2022 Bloomberg Bloomberg – Crypto’s Brutal Month Triggers a Stress Test for Wall Street Bloomberg Reuters – Bitcoin on thin ice after sinking in flight from risk Reuters Axios – Crypto plunge wipes out nearly $400 billion in a week Axios CBS News – Bitcoin has shed almost $800 billion since its October peak CBS News CoinDesk – Bitcoin Correction Mirrors April Drop as 2025 Buyers Fall Into the Red CoinDesk CoinDesk – Bitcoin Backwardation Returns, a Pattern That Often Marks Market Bottoms CoinDesk CoinDesk – Bitcoin Sell-Off Likely ‘Complete’, Rally Into Year-End Still in Play: Standard Chartered CoinDesk CoinDesk – Crypto Bulls See $1.7B Liquidations as Bitcoin Swiftly Nears $80K CoinDesk Yahoo Finance – Death Cross Confirmed: Is Bitcoin Bottoming or About to Crash? Yahoo Finance Bitget – Bitcoin’s Death Cross: Is This the Cycle’s Lowest Point or the Start of a Deeper Slump? Bitget ETFs, Institutions & Corporate Bitcoin CoinDesk – Bitcoin ETFs Have Bled a Record $3.79B in November CoinDesk Reuters – Investors pull record $523 million from BlackRock’s flagship bitcoin ETF Reuters Morningstar – Crypto ETF Investors Pull Billions as Bitcoin Slides Below $90,000 Morningstar Coinpaper – Bitcoin ETFs Record First Major Inflow After Weeks of Heavy Outflows Coinpaper Barron’s – Strategy Stock Is Scary. Its Preferred Might Be Worth a Look. Barron's Yahoo Finance – Strategy’s $55 Billion Bitcoin Bet Undeterred by Index Delisting Concerns Yahoo Finance Yahoo Finance – What Will Happen to MicroStrategy If Bitcoin Falls Under Key Levels? Yahoo Finance The Coin Republic – Strategy’s $835 Million Bitcoin Acquisition Marks Largest Purchase Since July The Coin Republic FinViz – Strategy Inc. Eyes More Bitcoin Purchase on $620 Million Injection Finviz Mining, Hashrate, Energy & AI CoinDesk – Bitcoin Hashprice Falls to Five-Year Low CoinDesk Yahoo Finance – Bitcoin Miner Reserves Plunge to Record Low as Revenue Collapses Yahoo Finance CoinDesk – Hobbyist Bitcoin Miner Wins $265K Block Reward CoinDesk Forbes – Africa’s Bitcoin Mining Hashrate Exfiltration Conundrum Forbes TechRadar – Bitfarms pivots some of its mining hashpower to AI data centers TechRadar Investor’s Business Daily – Cipher Mining, Fluidstack & Google Team Up on AI Hosting Deal Investors PR Newswire – BitMine Immersion Reports FY25 Results, Announces First Dividend PR Newswire Policy, Regulation & Nation-States OCC – Interpretive guidance on bank custody of digital assets and network fees OCC.gov Brookings – The Best Way to Regulate Digital Assets: Merge the SEC and CFTC Brookings ICIJ – How Crypto Is Regulated (or Not) Around the World ICIJ Paul Hastings – Federal Government Is Back to Work: Updates on Market Structure Legislation… Paul Hastings Latham & Watkins – U.S. Crypto Policy Tracker (including Trump’s Strategic Bitcoin Reserve EO) Latham & Watkins CoinDesk – U.S. House Bill Would Allow Federal Taxes in BTC While Aiding U.S. Reserve CoinDesk Decrypt – Proposed Bitcoin for America Bill Would Enable BTC Tax Payments Decrypt The Block – Rep. Davidson Introduces Bill to Allow Taxes to Be Paid in BTC, Bolstering Strategic Reserve The Block Wikipedia – U.S. Strategic Bitcoin Reserve overview Wikipedia Sovereign Bitcoin & Events Bitcoin Histórico – official site for El Salvador conference (Nov 12–13, 2025) Bitcoin Histórico Bitcoin Magazine – El Salvador: The Making of a Sovereign Nation Bitcoin Magazine Economia Bitcoin 2025 – event details for Usulután, El Salvador Coinpedia Events Quantum & BIP-360 Resources Human Rights Foundation – The Quantum Threat to Bitcoin Human Rights Foundation HRF Reports index – Quantum threat listing Human Rights Foundation BIP-360 official site – Pay to Quantum Resistant Hash bip360.org The Bitcoin Manual – What IS BIP-360? The Bitcoin Manual DelvingBitcoin – Changes to BIP-360 – Pay to Quantum Resistant Hash (P2QRH) Delving Bitcoin HackerNoon – BIP-360: Bitcoin’s Quantum Wild West HackerNoon HRF – The Quantum Threat to Bitcoin coverage & related posts YFarmX | Crypto News & Insights+1 Featured Substack Post Bitcoin Fortress – The Quantum Threat and BIP-360 Future  Also, check out my books available in multiple formats: Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners Bitcoin Retirement and Estate Planning The Bitcoin Lifestyle Follow me on Nostr: npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5

The Bitcoin Fortress Podcast - Episode 190 November 16, 2025 Block Height 923910 | Moscow Time 1062 | Fees 3/4/5 Market, Macro & Price Action Bitcoin in ‘bear market regime’ as cryptocurrency falls below $95,000 – Yahoo Finance https://finance.yahoo.com/news/bitcoin-in-bear-market-regime-as-cryptocurrency-falls-below-95000-164138043.html Yahoo Finance Bitcoin sinks to six-month low as risk-off sentiment persists – Reuters https://www.reuters.com/business/finance/bitcoin-slides-six-month-low-risk-off-tone-grips-markets-2025-11-14/ Reuters Bitcoin Drops to Six-Month Low amid Bear Market Sell-Off – AlphaSpread https://www.alphaspread.com/market-news/stock-movements/bitcoin-drops-to-six-month-low-amid-bear-market-sell-off www.alphaspread.com Bitcoin falls 10% after Federal Reserve rate cut – Yahoo Finance https://finance.yahoo.com/news/bitcoin-falls-10-federal-rate-104900693.html Yahoo Finance Bitcoin Downturn Seeps Into Crypto Treasury Space – PYMNTS https://www.pymnts.com/cryptocurrency/2025/bitcoin-downturn-seeps-into-crypto-treasury-space/ PYMNTS.com US Government Reopening and Crypto Market Rebound – AInvest https://www.ainvest.com/news/government-reopening-crypto-market-rebound-policy-shifts-institutional-moves-2511/ AInvest Crypto News Today: US Government Shutdown Ends as Crypto Progress Continues – LiveBitcoinNews https://www.livebitcoinnews.com/crypto-news-today-us-government-shutdown-ends-as-crypto-progress-continues-more-upside-ahead/ Live Bitcoin News Crypto Market Trends – November 9, 2025 – Binance https://www.binance.com/en/square/post/11-09-2025-binance-market-update-crypto-market-trends-november-9-2025-32148191570826 Binance Bitcoin Crashes Under $97,000 as Nearly $1B in Longs Get Wiped Out – CastleCrypto https://castlecrypto.gg/news/bitcoin-crashes-under-97000-as-nearly-1b-in-longs-get-wiped-out/ Castle Crypto ETFs, Flows & Institutions Bitcoin ETFs Swing by $800M in 24 Hours as Traders Brace for CPI Shock – CryptoSlate https://cryptoslate.com/bitcoin-etfs-swing-by-800m-in-24-hours-as-traders-brace-for-cpi-shock/ CryptoSlate Bitcoin ETF Inflows Spike as Market Confidence Creeps Back – CryptoDnes https://cryptodnes.bg/en/bitcoin-etf-inflows-spike-as-market-confidence-creeps-back/ CryptoDnes.bg Bitcoin ETF Inflows Hit $524M as BlackRock’s IBIT Leads Surge – TradingNews https://www.tradingnews.com/news/bitcoin-btc-usd-etf-inflows-surge-to-524m-usd-blackrocks-ibit-dominate Trading News US Spot Bitcoin ETFs Dashboard – SoSoValue https://m.sosovalue.com/assets/etf/us-btc-spot SoSoValue Bitcoin ETF Flows [Table & Chart] – Bitbo https://bitbo.io/treasuries/etf-flows/ Bitbo Bitcoin ETFs See $492M Outflow as XRP and Solana Attract Inflows – KuCoin News https://www.kucoin.com/news/flash/bitcoin-etfs-see-492m-outflow-as-xrp-and-solana-attract-inflows KuCoin Mining & Infrastructure Bitcoin Miners Must Own Power or Die Trying Before Next Halving, MARA CEO Says – CoinDesk https://www.coindesk.com/markets/2025/11/11/bitcoin-miners-must-own-power-or-die-trying-before-next-halving-mara-ceo-says CoinDesk Bitcoin Mining Stock Prices Plummet, Lose $8 Billion in One Day – Yahoo Finance https://finance.yahoo.com/news/bitcoin-mining-stock-prices-plummet-230251529.html Yahoo Finance Trump Brothers-Backed American Bitcoin Swings to Profit on Margin Expansion – Reuters https://www.reuters.com/business/trump-brothers-backed-american-bitcoins-quarterly-revenue-more-than-doubles-2025-11-14/ Reuters Scaramuccis Led $220 Million Investment in Crypto Mining Firm Tied to President’s Family – Fortune https://fortune.com/2025/11/15/aj-scaramucci-anthony-scaramucci-solari-capital-american-bitcoin-trump-crypto-empire/ Fortune Cloud Mining in 2025: An Overview of FY Energy and Market Alternatives – CryptoNinjas https://www.cryptoninjas.net/news/cloud-mining-in-2025-an-overview-of-fy-energy-and-market-alternatives/ CryptoNinjas Adoption, Lightning & Payments SoFi Rolls Out Crypto Trading as Digital Asset Gold Rush Draws Lenders – Reuters https://www.reuters.com/technology/sofi-rolls-out-crypto-trading-digital-asset-gold-rush-draws-lenders-2025-11-11/ Reuters Jack Dorsey’s Cash App Enables Bitcoin Lightning and Stablecoin Payments – The Block / Yahoo Finance https://www.theblock.co/post/378837/jack-dorseys-cash-app-enables-bitcoin-lightning-and-stablecoin-payments The Block Mirror: https://finance.yahoo.com/news/jack-dorsey-brings-bitcoin-lightning-005813330.html Yahoo Finance Square Enables Bitcoin Payments for Merchants with Lightning Network Integration – Bitget / Coinspeaker https://www.bitget.com/news/detail/12560605056472 Bitget Bitcoin Lightning Network Usage Statistics 2025: Growth & Adoption – Coinlaw https://coinlaw.io/bitcoin-lightning-network-usage-statistics/ CoinLaw Lightning Network Gets ‘Real Bitcoin’ Reality Check – Protos https://protos.com/lightning-network-gets-real-bitcoin-reality-check/ Protos Lightning Thursday! November 13, 2025 – r/Bitcoin https://www.reddit.com/r/Bitcoin/comments/1ovulnq/lightning_thursday_november_13_2025_explore_the/ Reddit Adopting Bitcoin 2025 (Conference, El Salvador) – CoinPedia Events https://events.coinpedia.org/adopting-bitcoin-2025-7358/ Coinpedia Events Crypto News Catch Up | Nov. 9–15, 2025 – BitPinas https://bitpinas.com/cryptocurrency/news-nov-15/ BitPinas Regulation, Enforcement & Policy Chinese Fraud Mastermind Jailed in UK for Laundering Bitcoin – Reuters https://www.reuters.com/business/finance/chinese-fraud-mastermind-jailed-uk-laundering-bitcoin-2025-11-11/ Reuters SEC Chair Paul Atkins Details New Crypto Rulebook – Coingape (roundup incl. Saylor rumor) https://coingape.com/sec-chair-paul-atkins-details-new-crypto-rulebook/ CoinGape The SEC’s No-Action Letter on Crypto Custody: What Advisers and Funds Need to Know – IQ-EQ https://iqeq.com/insights/the-secs-no-action-letter-on-crypto-custody-what-advisers-and-funds-need-to-know/ IQ-EQ Weekly Blockchain Blog – November 2025 #2 – JD Supra https://www.jdsupra.com/legalnews/weekly-blockchain-blog-november-2025-2-9192544/ JD Supra Latest in China’s Crypto Crackdown – Galaxy Digital Research https://www.galaxy.com/insights/research/latest-in-chinas-crypto-crackdown Galaxy Sentiment & Media Strategy’s Michael Saylor Has a Message for Bitcoin Investors as Its Price Falls – Investopedia https://www.investopedia.com/strategy-s-michael-saylor-has-a-message-for-bitcoin-investors-as-its-price-falls-11849689 Investopedia I Asked ChatGPT Where Bitcoin Is Headed in 2026. Here’s What It Said. – Nasdaq https://www.nasdaq.com/articles/i-asked-chatgpt-where-bitcoin-headed-2026-heres-what-it-said Nasdaq Podcast Links (Referenced in Themes) What Bitcoin Did – “What It Really Means to Be Sovereign | SeedSigner” https://podcasts.apple.com/us/podcast/what-it-really-means-to-be-sovereign-seedsigner/id1482455669?i=1000736413837 Apple Podcasts What Bitcoin Did – “Bitcoin Power Law: The End of Exponential Growth” https://podcasts.apple.com/us/podcast/bitcoin-power-law-the-end-of-exponential-growth/id1482455669?i=1000736091582 Apple Podcasts Stephan Livera Podcast – “Bitcoin Adoption in Mexico and Aureo with Gustavo Flores | SLP701” https://stephanlivera.com/episode/701/ Stephan Livera TFTC: A Bitcoin Podcast – “#681: The Health Insurance Death Spiral Is Here” https://podcasts.apple.com/us/podcast/681-the-health-insurance-death-spiral-is-here-with/id1292381204?i=1000736114966 Apple Podcasts The Breakdown – “Bitcoin’s $100K Test and the Return of Stimmy Checks” https://podcasts.apple.com/gb/podcast/bitcoins-%24100k-test-and-the-return-of-stimmy-checks/id1438693620?i=1000736259435 Apple Podcasts Milk Road Podcast – “Why Bitcoin’s Next Big Move Could Be $180K, Not $80K” (series page) https://milkroad.com/podcast/bitcoin-og-explains-why-crypto-was-built-for-ai-not-humans-how-to-profit-from-it-erik-voorhees-TsL0dgPkjb8/ Milk Road Featured Substack Post: https://bitcoinfortress.substack.com/p/when-ai-eats-wall-street 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

✅ The Bitcoin Fortress Podcast Show Notes Episode 189 — November 9, 2025 Block height: 922,897 • Moscow Time: 965 • Fees: 1/1/1   Markets & Flows CoinShares weekly flows: https://coinshares.com/research/digital-asset-fund-flows-weekly Mid-week inflows: https://www.theblock.co/post/308970/bitcoin-ethereum-etf-inflows Nov 5 tape: https://www.theblock.co/post/309044/bitcoin-etf-outflows-mid-week CME OI rising: https://www.coindesk.com/markets/2025/11/06/cme-bitcoin-futures-open-interest-increases Macro & Policy GENIUS Act comment window closed: https://www.reuters.com/markets/us/us-treasury-seeks-comments-stablecoin-rules-2025-10-31/ Regulatory shift: https://www.coindesk.com/policy/2025/11/04/us-crypto-regulation-reversing-course/ Treasury retaining seized BTC: https://apnews.com/article/us-government-bitcoin-seized-assets-2025 Trump 50-year mortgages: https://www.reuters.com/world/us/trump-floats-50-year-mortgage-policy-2025-11-09/ Trump $2,000 stimulus: https://www.theblock.co/post/309204/trump-proposes-2000-stimulus-from-tariff-revenue Mining / AI Hashprice & hashrate: https://www.coindesk.com/tech/2025/11/05/hashprice-sinks-hashrate-climbs Difficulty projection: https://www.coinwarz.com/mining/bitcoin/difficulty Marathon earnings + AI: https://www.coindesk.com/business/2025/11/06/marathon-ai-hpc-data-centers-earnings CleanSpark expansion: https://www.globenewswire.com/news-release/2025/11/06/clean-spark-power-contract-ai-campus.html Riot October production: https://www.globenewswire.com/news-release/2025/11/05/riot-platforms-october-production Applied Digital & Macquarie: https://www.reuters.com/technology/applied-digital-macquarie-investment-2025-09-30/ Lightning / Adoption Square LN rollout: https://bitcoinmagazine.com/business/square-enables-lightning-for-merchants Cash App LN features: https://bitcoinmagazine.com/markets/cash-app-adds-ln-payment-tools Retail LN pilots: https://www.theblock.co/post/309108/us-retailers-pilot-bitcoin-lightning-payments Corporate MicroStrategy raise: https://www.coindesk.com/business/2025/11/04/microstrategy-plans-715m-raise-to-buy-bitcoin Tether Q3: https://tether.to/en/tether-releases-q3-attestation-2025/ Legal Binance lawsuit dismissal: https://www.reuters.com/legal/sec-drops-binance-lawsuit-2025-11-06/ FTX creditor payouts: https://www.coindesk.com/business/2025/11/03/ftx-creditor-payouts-round-2/ Tech Bitlayer upgrade: https://www.coindesk.com/tech/2025/11/05/bitlayer-upgrades-bitvm-bridge-on-mainnet BitVM efficiency gains: https://bitcoinmagazine.com/technical/bitvm-testing-major-efficiency-gains Ordinals fees: https://bitcoinmagazine.com/markets/ordinals-fee-spike-returns On-Chain LTH accumulation: https://insights.glassnode.com/bitcoin-long-term-holder-supply Funding rates: https://www.coinglass.com/funding Volatility dashboard: https://www.theblock.co/data/bitcoin-volatility-dashboard International Nigeria: https://www.theblock.co/post/309112/nigeria-bitcoin-premium-widens Argentina: https://bitcoinmagazine.com/adoption/argentina-bitcoin-lightning-boom Banking / Strike Bitcoin-collateralized loans: https://www.coindesk.com/business/2025/11/07/us-banks-bitcoin-collateral-lending-pilots Strike expansion: https://bitcoinmagazine.com/business/strike-expands-us-integration-with-plaid Featured Post https://open.substack.com/pub/bitcoinfortress/p/the-bitcoin-lifestyle-episode-4-the Books: Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners Bitcoin Retirement and Estate Planning The Bitcoin Lifestyle Follow me on Nostr: npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5