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Show Notes
Date: February 1, 2026
Block Height: 934,624
Moscow Time: 1,279
Fees: 1 /1 / 2
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https://bitcoinfortress.substack.com/p/bitcoin-and-the-oregon-trail
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News (1/25/26-2/1/26):
Bitcoin / Macro
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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
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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
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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
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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
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Yahoo Finance — Strategy buys 2,932 bitcoin for $264 million
https://finance.yahoo.com/news/strategy-buys-2-932-bitcoin-133807369.html
Lightning / Tech
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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
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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