Bitcoin Fortress

🎙 Bitcoin Fortress Podcast — Episode 209 Date: March 29, 2026 Block Height: 942826 Moscow Time: 1511 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 Inflation Bitcoin Fortress https://bitcoinfortress.substack.com/p/bitcoin-vs-inflation 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 22, 2026 – March 29, 2026) BITCOIN NEWS AND MARKET SIGNALS Strategy returns to smaller BTC purchases, adding $76.6 million in bitcoin last week https://www.coindesk.com/markets/2026/03/23/strategy-returns-to-small-bitcoin-purchases-adding-usd76-6-million-in-btc-last-week Strategy tops up capital-raising plans, bringing potential bitcoin buying power back to $42 billion https://www.coindesk.com/markets/2026/03/23/strategy-tops-up-capital-raising-plans-bringing-potential-bitcoin-buying-power-back-to-usd42-billion Bitcoin trades in narrow corridor as macro pressures throttle liquidity, potential breakout https://www.theblock.co/post/395313/bitcoin-trades-narrow-corridor-macro-pressures-throttle-liquidity-potential-breakout Bitcoin consolidation points to potential market bottom as selling pressure wanes, K33 says https://www.theblock.co/post/395071/bitcoin-consolidation-points-to-potential-market-bottom-as-selling-pressure-wanes-k33-says Bitcoin dips below $67K, ether under $2K as ETF outflows and dollar strength pressure liquidity https://www.theblock.co/post/395446/bitcoin-dips-below-67k-ether-under-2k-as-etf-outflows-and-dollar-strength-pressure-liquidity-analysts Farside Bitcoin ETF flow data https://farside.co.uk/btc/ Investors yank $171 million from bitcoin ETFs in largest single-day outflow in three weeks https://www.coindesk.com/markets/2026/03/27/investors-yank-usd171-million-from-bitcoin-etfs-in-largest-single-day-outflow-in-three-weeks JPMorgan: Bitcoin, crypto gain during Iran war while gold and silver lose shine https://www.theblock.co/post/395369/jpmorgan-bitcoin-crypto-iran-war-gold-silver Markets move to price in rate hikes as inflation fears and geopolitics reshape Fed expectations https://www.coindesk.com/markets/2026/03/29/markets-move-to-price-in-rate-hikes-as-inflation-fears-and-geopolitics-reshape-fed-expectations Citigroup cuts 12-month bitcoin, ether targets as US crypto legislation stalls https://www.reuters.com/business/finance/citigroup-cuts-12-month-bitcoin-ether-targets-us-crypto-legislation-stalls-2026-03-17/ MINING, TREASURY, AND INFRASTRUCTURE Bitcoin hash rate is tumbling as Iran war lifts energy prices https://www.coindesk.com/markets/2026/03/18/bitcoin-hash-rate-is-tumbling-as-iran-war-lifts-energy-prices Bitcoin miners are becoming AI companies and selling their BTC to fund the transition https://www.coindesk.com/markets/2026/03/27/bitcoin-miners-are-becoming-ai-companies-and-selling-their-btc-to-fund-the-transition MARA Holdings higher by 10% after selling $1.1 billion in bitcoin to fund debt buyback https://www.coindesk.com/markets/2026/03/26/mara-holdings-higher-by-10-after-selling-usd1-1-billion-in-bitcoin-to-fund-debt-buyback H100 eyes Europe’s largest bitcoin treasury with 3,500 BTC in proposed acquisitions https://www.coindesk.com/markets/2026/03/23/h100-eyes-europe-s-largest-bitcoin-treasury-with-3-500-btc-in-proposed-acquistions Vanguard’s brokerage arm is now offering crypto ETFs https://www.barrons.com/articles/vanguard-crypto-etfs-tanking-bitcoin-13ffa22d POLICY, TAX, AND THE STATE UK to cap overseas political donations and ban crypto funding for parties https://www.reuters.com/world/uk/uk-review-urges-cap-overseas-political-donations-pause-crypto-2026-03-25/ Reuters Future of Money video hub https://www.reuters.com/video/future-of-money/ Bitcoin Policy Institute brings Coinbase, River, and Block to Capitol Hill for de minimis reform https://www.tftc.io/bitcoin-policy-institute-de-minimis-tax-exemption-coinbase-river-block/ Coinbase: Modernizing the tax code to meet America’s next era of financial innovation https://www.coinbase.com/blog/modernizing-the-tax-code-to-meet-americas-next-era-of-financial-innovation US lawmakers publish crypto tax proposal without bitcoin tax exemption https://www.tradingview.com/news/cointelegraph%3A11f6c1daa094b%3A0-us-lawmakers-publish-crypto-tax-proposal-without-bitcoin-tax-exemption/ BITCOIN PODCAST UNIVERSE Rabbit Hole Recap feed / episode archive https://castamatic.com/guid/8ab72df1-134f-5c04-a181-8927ace98cb8 Rabbit Hole Recap #400: Coinbase Fights Bitcoin https://podcasts.apple.com/us/podcast/rabbit-hole-recap-400-coinbase-fights-bitcoin/id1622698349?i=1000754925422 What Bitcoin Did episodes archive https://www.whatbitcoindid.com/episodes TFTC #731: Fixing Broken Bitcoin Tax Policy with Andrew

🎙 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

🎙️ 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 &

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/insi

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/1ov

✅ 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

🎙️ The Bitcoin Fortress Podcast – Episode 188 📆 Week of October 27 – November 2, 2025 📍 Block Height: 921,942 | 🕰 Moscow Time: 907 | 💸 Fees: 1 / 1 / 3 📰 News Segment Links Bitcoin ends “Uptober” in the red Spot ETF Outflows ~600M Fed cuts 25bps, Powell signals caution US shutdown delays crypto policy Treasury Secretary praises Bitcoin’s uptime Altcoin ETFs launched Strategy (MSTR) posts $2.78B Q3 profit on BTC gains Glassnode: 62,000 BTC moved from long-term holders Bitcoin in “silent IPO” phase Regulatory clarity rising, complexity too Crypto caution grows with mainstream adoption Citi and Coinbase build institutional payments rails November seasonality – mean vs median Altcoin season hype returns Bitcoin hashrate remains strong [Retail chases highs while institutions accumulate](← discussed, no specific link) Macro risk returns: real yields rising [Bitcoin-only simplicity in complex markets](← synthesis of prior items) HRF: Quantum threat to Bitcoin KuCoin summary of HRF report Sean Bill on Bitcoin as Super-Collateral 📝 Featured Substack Post • Bitcoin Fortress Episode 8 — The Future 📚 Bitcoin Fortress Books Also, check out my books on Amazon, 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

Bitcoin Fortress Podcast Show Notes — Episode 187 Recorded: Sunday, October 26, 2025 Block height: 920,915 | Moscow Time: 880 | Fees: 1/1/1 sats/vB Featured Substack Post Bitcoin Fortress Episode 4: How to Use Bitcoin — Read at: https://open.substack.com/pub/bitcoinfortress/p/bitcoin-fortress-episode-4-how-to Also, check out my books: Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners Bitcoin Retirement and Estate Planning The Bitcoin Lifestyle Follow me on Nostr: npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5 Market Action & Flows Spot ETF inflows rebound (~$446 M) etc. — Dashboard: Farside Investors Farside CoinShares weekly outflows (BTC −$946 M; alts green) Whipsaw price action / ~$657 M liquidations on Oct 22 — “Crypto Sell-Off: $320M Liquidations as Bitcoin Falls Below $108K” (CoinDesk) CoinDesk StanChart sub-$100k flush possibility “Uptober” wobble — seasonality stress Institutions, Products & Market Structure FalconX to acquire 21Shares — Reuters coverage Capitol Hill push for market-structure bill CoinShares dashboard reference — Farside Investors flow data Farside ETF flow tracker dispersion (IBIT vs peers) — BitBo ETF flows table Bitbo Gold → Bitcoin rotation chatter — CryptoSlate article “$1.2B exits US Bitcoin ETFs …” CryptoSlate Corporate Treasuries & Public Companies MicroStrategy +168 BTC (Oct 20 filings) Crypto-treasury caution (~$17B retail losses) Mid-cap treasury adds (~150 BTC) — PRNewswire: Hyperscale Data Bitcoin Treasury Climbs to $60 Million Mining, Infrastructure & Compute ISS recommends reject CoreWeave deal for Core Scientific — Reuters: link Reuters+1 CoreWeave urges YES (proxy fight) — available via Finviz article: link Finviz Bitdeer Sept ops +20.5% m/m — IR: Bitdeer Press Release Miners → AI/HPC commentary Riot earnings on deck — Riot IR page public: IR Page Freedom Tech, Lightning & Self-Custody Lightning for treasuries Op-Ed — CoinDesk: link LN fundamentals refresher — BraveNewCoin article: link Brave New Coin Policy, Enforcement & Macro Macro pulse Oct 20: global markets graphic — Reuters: link US–China overhang still in VAR — Reuters earlier: link Congressional crypto market-structure momentum Adoption & Culture UK/EU access momentum Education spike after volatility Streaming/podcast cross-pollination Security / Incidents Quiet week no mega-hacks Venture, Company Moves & Capital Messari: 31 deals / $197M — Messari Report Blockstream Capital Partners acquires Berglinde AG — BTC Times link Miners’ equities in motion (RIOT/BTDR) — Finviz News link Extra Market Color Day by day ETF prints — Farside flows table above OG whale skepticism: large short-put returns

Bitcoin Fortress Podcast Show Notes — Episode 186 Date: Sunday, October 19, 2025 Block height: 919,829 Moscow Time index: 919 sats per dollar Mempool fees: 1/1/3 sats/vB (low/medium/high) Featured Substack Post “Bitcoin and the Parable of the Talents” — Read it here (Bitcoin Fortress) A deeper look at stewardship, time-preference, and why stacking Bitcoin is about more than just price. Books by Your Host Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners Bitcoin Retirement and Estate Planning The Bitcoin Lifestyle Follow me on Nostr: npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h Story Links & Topics Covered Market Action & On-Chain Massive ~$19 billion crypto‐market liquidation event (Oct 10-11) — Investopedia (Substack) U.S.–China trade escalation triggers Bitcoin drop to ~$104,782 — Economic Times (Substack) October tracking toward worst month in a decade for Bitcoin — CoinDesk (Substack) Technical setups suggest breakout still possible this month if ~$105K is cleared — CoinCentral (Substack) Institutional flows: mixed signals even in volatile markets — OneSafe Blog (Substack) On-chain structure reveals market fragility (liquidity, leverage risk) — commentary / analytics. Adoption & Institutional Channels 7. UK retail on-ramp: BlackRock launching bitcoin-linked ETP in UK — The Times 8. Corporate treasury mania under scrutiny — (analysis piece) 9. Potential wealth-rotation: gold slipping, Bitcoin holding relative strength — 99Bitcoins Freedom Tech, Privacy & Infrastructure 10. Jack Dorsey: “Bitcoin is money, not crypto” framing — TradingView News DeFi meets regulation discussion at FinTech Week D.C. — CoinDesk Self-custody & rails (Lightning, Fedimint, federated wallets) gaining attention. Policy, Regulation & Macro Cross-Currents 13. Financial Stability Board (FSB) warns of “significant gaps” in global crypto regulation — Reuters U.S. Securities and Exchange Commission (SEC) chair: U.S. is a decade behind on crypto regulation — Bitget News ~$14-15 billion Bitcoin seizure from global scam spanning Cambodia — AP News Stablecoin operational risk: Paxos accidentally mints $300 trillion PYUSD — Tom’s Hardware Macro context: Bitcoin exposed to global liquidity, trade-war and risk-asset flows. Mining, Infrastructure & Backend 18. Mining business evolving: power-first over coin-first. 19. Hash-rate stability and miner accumulation despite price weakness. Meta & Market Structure 20. Is the classic 4-year halving cycle broken? (research / commentary) 21. Derivatives & options markets widen path-dependency (liquidations, skew). 22. Sentiment at extreme fear levels — contrarian setup? — 99Bitcoins Culture & Adoption Tidbits 23. Bitcoin documentary release on major streaming platforms. 24. Infrastructure updates: Start9/Fedimint, federated self-hosting tools. 25. Emerging Lightning payments use-cases in messaging & commerce. 26. Sovereign money narrative resurfaces in multiple podcast & article threads. 27. Education & content expansion: Bitcoin reaching mainstream awareness. 28. Community & open-source momentum: developer tools, protocol improvements. 29. Podcast insights: self-custody, insurance, stacking habit (see Podcast Recap). 30. Q4 question: Will Bitcoin break out or consolidate? Strategy reminder for fortress listeners. Podcast Recap Bitcoin Audible – Chat 147: Interview with Rob Hamilton (AnchorWatch) on multisig, insurance & institutional custody. Rabbit Hole Recap #379: Hosts Matt Odell & Marty Bent on “Stay Humble, Stack Gold”, infrastructure updates, recent crash. Key takeaway: Sovereignty, self-custody, tech rails & stacking habit matter as much as price.

Bitcoin Fortress — Episode 185 Date: Oct 12, 2025 · Block: 918,759 · Moscow Time: 874 · Fees: 1 / 1 / 1 Links by Segment BTC near new ATH — Reuters: https://www.reuters.com/business/bitcoin-hovers-near-all-time-high-2025-10-06/ Also: Reuters (ATH print): https://www.reuters.com/world/asia-pacific/bitcoin-hits-all-time-high-above-125000-2025-10-05/ Record weekly inflows ($5.95B) — Reuters summary: https://www.reuters.com/sustainability/boards-policy-regulation/global-crypto-etfs-attract-record-595-billion-bitcoin-scales-new-highs-2025-10-07/ CoinShares coverage via The Block: https://www.theblock.co/post/373487/global-crypto-etps-record-weekly-inflows-bitcoin-all-time-high-coinshares Daily ETF flow dashboards — Farside: https://farside.co.uk/btc/ All-data table: https://farside.co.uk/bitcoin-etf-flow-all-data/ JPMorgan $165k (vol-adjusted vs. gold) — CoinDesk: https://www.coindesk.com/markets/2025/10/02/bitcoin-could-reach-usd165k-based-on-golds-record-run-jpmorgan Yahoo Finance mirror: https://sg.finance.yahoo.com/news/bitcoin-could-reach-165k-based-125100745.html Liquidations ~$19B; >1.6M traders — Economic Times: https://m.economictimes.com/markets/cryptocurrency/crypto-news/crypto-faces-historic-19-billion-slide-as-trump-slaps-100-tariffs-on-chinese-tech/articleshow/124497346.cms Bloomberg recap (1.6M traders): https://www.bloomberg.com/news/articles/2025-10-11/crypto-s-record-selloff-sparks-intrigue-over-who-got-wiped-out Yahoo Finance: https://finance.yahoo.com/news/trump-tariffs-upend-crypto-market-044855553.html One-hour wipe — Yahoo Finance: https://finance.yahoo.com/news/trump-tariffs-upend-crypto-market-044855553.html Bitwise PM post-mortem — CoinDesk: https://www.coindesk.com/markets/2025/10/12/friday-s-usd20b-crypto-market-meltdown-a-bitwise-portfolio-manager-s-postmortem-analysis “Uptober” breakout context — Reuters (near ATH): https://www.reuters.com/business/bitcoin-hovers-near-all-time-high-2025-10-06/ U.S. buys Argentine pesos — Reuters: https://www.reuters.com/world/americas/us-purchased-argentine-pesos-after-top-finance-officials-meeting-bessent-says-2025-10-09/ AP News: https://apnews.com/article/7432a188e57264f0e5f6c753ddc40879 Luxembourg sovereign fund buys BTC ETFs — CoinDesk: https://www.coindesk.com/policy/2025/10/09/luxembourg-claims-bragging-rights-as-first-eurozone-nation-to-invest-in-bitcoin Cointelegraph: https://cointelegraph.com/news/luxembourg-sovereign-wealth-fund-invests-in-bitcoin-etfs Yahoo Finance: https://finance.yahoo.com/news/luxembourg-sovereign-wealth-fund-invests-194927123.html EU digital euro roadmap & timing — Reuters (ministers roadmap): https://www.reuters.com/business/finance/eu-ministers-seek-agreement-digital-euro-be-independent-visa-mastercard-2025-09-19/ Reuters (Cipollone 2029): https://www.reuters.com/business/finance/ecbs-cipollone-eyes-2029-digital-euro-launch-2025-09-23/ ECB bank-run simulation: https://www.reuters.com/business/finance/digital-euro-could-drain-up-700-billion-euros-deposits-bank-run-ecb-says-2025-10-10/ Stablecoins vs. EM banks / USD demand — Reuters (Std Chartered $1T): https://www.reuters.com/business/finance/stablecoins-could-suck-1-trillion-em-banks-next-three-years-standard-chartered-2025-10-07/ Reuters (JPM $1.4T USD demand): https://www.reuters.com/business/global-markets-stablecoins-jpm-2025-10-08/ Banks explore G7-pegged stablecoins — Reuters: https://www.reuters.com/business/finance/major-banks-explore-issuing-stablecoins-pegged-g7-currencies-2025-10-10/ Block/Square Bitcoin for merchants — Square IR: https://investors.block.xyz/investor-news/news-details/2025/Square-Brings-Bitcoin-to-Main-Street-With-First-Integrated-Payments-and-Wallet-Solution-for-Local-Businesses/default.aspx Cointelegraph: https://cointelegraph.com/news/square-bitcoin-payments-merchants-crypto Brave New Coin: https://bravenewcoin.com/insights/square-brings-bitcoin-payments-to-4-million-u-s-merchants ETF tracking tools — Farside all-data: https://farside.co.uk/bitcoin-etf-flow-all-data/ Bitbo flows (alt view): https://bitbo.io/treasuries/etf-flows/ Difficulty at records — CoinWarz: https://www.coinwarz.com/mining/bitcoin/difficulty-chart Weekly note: https://ff.io/blog/news/weekly-2025-10-04 Mining margins & pivots — Cointelegraph explainer (current state): https://cointelegraph.com/explained/bitcoin-mining-in-2025 Non-BTC ETF filings — The Block: https://www.theblock.co/post/373487/global-crypto-etps-record-weekly-inflows-bitcoin-all-time-high-coinshares (filings context) 19–30) Macro & structure color — see 2–7 and 11–15 above for sources that underpin the week’s regime (flows, tariffs, liquidations, EU policy). 31–34) Highlighted again — U.S.–Argentina pesos: Reuters/AP (see #9) — Luxembourg BTC ETFs: CoinDesk/Cointelegraph/Yahoo (see #10) — JPM $165k: CoinDesk/Yahoo (see #4) — Block/Square rollout: Square IR + CT/BNC (see #14) Featured Substack Post “The Austrian School of Economics - A History that Speaks to Bitcoiners” — https://open

Bitcoin Fortress — Episode 184 Date: October 5, 2025 Block Height: 917,785 Moscow Time: 810 Fees: 1 / 1 / 2 1) Bitcoin prints a new all-time high above ~$125,000 https://www.reuters.com/world/asia-pacific/bitcoin-hits-all-time-high-above-125000-2025-10-05/ 2) ETF flows rebound: second-highest weekly inflows https://www.theblock.co/post/373425/bitcoin-etfs-rebound-with-second-highest-weekly-inflows-since-launch-as-btc-approaches-all-time-high 3) IBIT crosses ~$95B AUM milestone https://www.blackrock.com/us/individual/products/333011/ishares-bitcoin-trust 4) Daily flows early October show absorption https://farside.co.uk/btc/?utm_source=chatgpt.com 5) Macro shock + “Uptober” narrative https://www.coindesk.com/markets/2025/10/02/bitcoin-surges-above-usd119k-as-u-s-government-shutdown-takes-effect-btc-options-look-cheap 6) Rate cut recap & outlook * (as previous) Reuters Fed coverage 7) Citi trims BTC / lifts ETH https://www.reuters.com/business/citigroup-lifts-ether-outlook-trims-bitcoin-view-shifting-investor-flows-2025-10-02 8) JPM spot path to $165k https://www.theblock.co/post/373241/jpmorgan-bitcoin-price-165000-debasement-trade 9) CryptoQuant Q4 $160k–$200k path https://www.theblock.co/post/373121/bitcoin-price-160000-200000-q4-cryptoquant 10) Mining difficulty record (~150.84T) https://www.coindesk.com/markets/2025/10/02/bitcoin-mining-hits-toughest-level-yet-while-hashprice-slides 11) Forecasted downward difficulty https://www.coinwarz.com/mining/bitcoin/difficulty-chart 12) Rig order boom https://www.cointelegraph.com/news/canaan-shares-surge-50-000-rig-bitcoin-mining-deal 13) Leverage returns https://www.coindesk.com/markets/2025/09/30/leveraged-bitcoin-longs-are-back-in-force-trading-firm-says 14) Options cheap call activity https://www.coindesk.com/markets/2025/10/02/bitcoin-surges-above-usd119k-as-u-s-government-shutdown-takes-effect-btc-options-look-cheap 15) SEC generic ETF listing rules (see prior reference on SEC listing changes) 16) ETF filing wave https://www.theblock.co/post/373388/things-are-getting-wild-funds-file-dozens-of-proposals-for-cryptocurrency-etfs-to-the-sec 17) Franklin Templeton / Binance digital asset push https://www.decrypt.co/338817/binance-teams-franklin-templeton-crypto-product-push https://www.franklintempleton.com/insights/digital-assets 18) EU ministers map digital euro roadmap https://www.reuters.com/business/finance/eu-ministers-seek-agreement-digital-euro-be-independent-visa-mastercard-2025-09-19 https://www.reuters.com/business/finance/ecbs-cipollone-eyes-2029-digital-euro-launch-2025-09-23 https://www.reuters.com/business/finance/ecb-picks-ai-startup-prevent-digital-euro-frauds-2025-10-02 19) EU watchdog calls stablecoin safeguards https://www.reuters.com/business/finance/eu-risk-watchdog-calls-urgent-safeguards-stablecoins-2025-10-02 20) European banks to launch euro stablecoin https://www.reuters.com/business/finance/big-european-banks-form-company-launch-stablecoin-2025-09-25 21) OranjeBTC listing with BTC treasury https://www.reuters.com/world/americas/billionaire-backed-bitcoin-firm-oranjebtc-begin-trading-brazilian-exchange-2025-10-01 22) TOKEN2049 Singapore momentum https://www.reuters.com/world/asia-pacific/ziplines-djs-trump-singapores-crypto-conference-has-attendees-roaring-2025-10-02 23) Sanctioned rouble token sponsor https://www.reuters.com/sustainability/boards-policy-regulation/rouble-backed-token-targeted-by-sanctions-sponsors-top-crypto-conference-2025-10-03 24) U.S. equity fund inflows spike https://www.reuters.com/business/us-equity-funds-see-sharp-weekly-inflows-rate-cut-hopes-2025-10-03 25) SEC/IPO processing delays https://www.reuters.com/sustainability/boards-policy-regulation/us-government-shutdown-threatens-disrupt-ipo-market-momentum-2025-10-01 26) World Liberty Financial crypto debit card plans https://www.reuters.com/sustainability/boards-policy-regulation/world-liberty-financial-launch-debit-card-early-this-year-2025-10-01 27) Uptober stats & market cap jump https://www.theblock.co/post/373369/bitcoin-hits-new-all-time-high-crosses-125000-for-the-first-time-as-uptober-momentum-builds 28) BTC overtakes Amazon in charts https://m.economictimes.com/news/international/us/bitcoin-hits-record-high-of-125689-days-after-surpassing-amazon-to-become-the-worlds-seventh-most-valuable-asset/articleshow/124317185.cms 29) Miner stress despite price https://www.coindesk.com/markets/2025/10/02/bitcoin-mining-hits-toughest-level-yet-while-hashprice-slides 30) Daily absorption continues https://farside.co.uk/btc/?utm_source=chatgpt.com 31) Podcast Themes Roundup (referenced from What Bitcoin Did, Rabbit Hole Recap, Coin Stories, etc.) Featured Post on Bitcoin Fortress Substack: https://open.substack.com/pub/bitcoinfortress/p/overcoming-common-objections-to-using Fountain Shout-Out: @godsdeth — 225 sats. Thank you sir! Bitcoin Fortress Books: Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners Bitcoin Retirement and Estate Planning The Bitc

Bitcoin Fortress — Episode 183 Date: September 28, 2025 Block Height: 916,801 Moscow Time: 907 Fees: 1 / 1 / 1 News: 1) Strive acquires Semler; 5,816 BTC added https://www.reuters.com/legal/transactional/ramaswamy-backed-strive-buy-semler-13-billion-deal-all-stock-deal-boosting-2025-09-22/ 2) IREN pivots into AI; stock jumps https://www.investors.com/news/bitcoin-price-selloff-iren-stock-ai-cloud-expansion-bitdeer-gold-silver/ 3) $1.5B+ in crypto liquidations https://www.businessinsider.com/bitcoin-ethereum-price-today-crypto-selloff-liquidation-derivatives-market-2025-9 4) BTC dips below \$111K after U.S. growth revision https://www.coindesk.com/markets/2025/09/25/bitcoin-falls-below-usd111k-crypto-stocks-plunge-as-gdp-revision-dampens-rate-cut-odds 5) Crypto market value drops ~$300B https://m.economictimes.com/news/international/us/crypto-market-crash-2025-why-300-billion-in-cryptocurrencies-btc-bitcoin-eth-wiped-out-this-week/articleshow/124182079.cms 6) ETFs buying ~9× miner issuance https://cryptobriefing.com/bitcoin-etf-demand-outpaces-supply-etfs-buy-9x-more-btc-than-miners-produce/ 7) SEC eases listing rules for commodity/crypto ETFs https://www.reuters.com/sustainability/boards-policy-regulation/sec-paves-way-crypto-spot-etfs-with-new-listing-rules-2025-09-18/ 8) Hashdex Nasdaq Crypto ETF approved https://www.digitaljournal.com/pr/news/indnewswire/sec-approves-hashdex-nasdaq-etf-180593749.html 9) September fade: “Red September” fears https://decrypt.co/341401/crypto-market-red-september-bitcoin-barely-hangs-on 10) October rally possible despite weakness https://coincentral.com/bitcoin-prepares-for-october-rally-as-september-crash-strikes-again/ 11) Cipher undervaluation claimed by DCF https://simplywall.st/stocks/us/software/nasdaq-cifr/cipher-mining/news/is-cipher-minings-skyrocketing-2025-returns-justified-after/amp 12) UK to allow retail access to crypto ETPs https://www.thearmchairtrader.com/crypto/a-safer-way-into-the-cryptocurrency-maze/ 13) Mining equity ETFs gaining narrative https://www.etftrends.com/crypto-channel/crypto-mining-etfs-digging-deep/ 14) Momentum ETFs: gold/silver/BTC lead https://markets.financialcontent.com/wral/article/marketminute-2025-9-26-gold-silver-and-bitcoin-etfs-shine-amidst-global-turmoil-a-new-era-for-safe-haven-assets 15) Warsaw launches BTC ETF in Europe https://volity.io/news/september-crypto-market-update/ 16) BTC & alts tumble in daily selloff https://www.barrons.com/articles/bitcoin-price-xrp-ethereum-crypto-slump-b7bff44d?utm_source=chatgpt.com 17) Macro narrative: “1 big reason to buy BTC before year-end” https://www.fool.com/investing/2025/09/28/1-big-reason-to-buy-bitcoin-before-the-end-of-2025/ 18) U.S. Strategic Bitcoin Reserve (policy background) https://en.wikipedia.org/wiki/U.S._Strategic_Bitcoin_Reserve 19) Texas state BTC reserve law status https://en.wikipedia.org/wiki/Texas_Strategic_Bitcoin_Reserve 20) New wave of ETFs expected in Q4 https://www.reuters.com/legal/government/crypto-etfs-set-flood-us-market-regulator-streamlines-approvals-2025-09-24/ 21) September pullback resets sentiment https://decrypt.co/341401/crypto-market-red-september-bitcoin-barely-hangs-on 22) Gold & safe asset inflows rising https://markets.financialcontent.com/wral/article/marketminute-2025-9-26-gold-silver-and-bitcoin-etfs-shine-amidst-global-turmoil-a-new-era-for-safe-haven-assets 23) Institutional correlation rising https://arxiv.org/abs/2501.09911 24) Interplanetary / quantum timestamping paper https://arxiv.org/abs/2508.20591 25) Mining ETFs gaining more attention https://www.etftrends.com/crypto-channel/crypto-mining-etfs-digging-deep/ 26) Deutsche Bank: central banks likely adopt Bitcoin + gold https://www.coindesk.com/markets/2025/09/22/bitcoin-to-join-gold-on-central-bank-reserve-balance-sheets-by-2030-deutsche-bank https://www.dbresearch.com/PROD/RI-PROD/PROD0000000000603643/Bitcoin_vs__Gold%3A_The_Future_of_Central_Bank_Reser.PDF https://finance.yahoo.com/news/deutsche-bank-bitcoin-could-join-095525226.html 27) Luke Dashjr censorship fork proposal debate https://www.cryptotimes.io/2025/09/26/luke-dashjrs-hardfork-proposal-to-save-bitcoin-sparks-debate/?utm_source=chatgpt.com https://www.bitget.com/amp/news/detail/12560604990799?utm_source=chatgpt.com https://www.ainvest.com/news/bitcoin-core-conflict-spam-filters-censorship-risks-2509/ 28) UK digital ID plan + backlash https://www.gov.uk/government/news/new-digital-id-scheme-to-be-rolled-out-across-uk https://www.reuters.com/world/uk/britain-introduce-mandatory-digital-id-cards-2025-09-26/ https://www.theguardian.com/politics/2025/sep/27/petition-opposing-starmer-plan-digital-id-cards?utm_source=chatgpt.com 29) BTC holds better than alts in downturn https://www.banklesstimes.com/articles/2025/09/28/crypto-weekly-recap-bnb-targets-2k-bitcoin-falls-below-110k-795m-eth-etf-outflows-doge-xrp-etfs-debut-sept-21-27-2025/?utm_source=chatgpt.com 30) Closing snapshot & factors to watch https://www.coin

Bitcoin Fortress — Episode 182 Date: Sept 21, 2025 Block Height: 915,753 Moscow Time: 865 Fees: 1 / 3 / 4 1) Fed cut 25 bps; more cuts signaled - Reuters: https://www.reuters.com/business/fed-lowers-interest-rates-signals-more-cuts-ahead-miran-dissents-2025-09-17/ - Reuters (Powell “risk management”): https://www.reuters.com/business/view-fed-lowers-rates-by-quarter-point-powell-says-was-risk-management-cut-2025-09-17/ 2) Street adds Oct/Dec cuts - Reuters (Gundlach / more cuts commentary): https://www.reuters.com/business/doubleline-capital-ceo-gundlach-says-feds-25-bps-rate-cut-is-the-right-move-2025-09-17/ 3) Glassnode: September strong; YTD bull “soft” - Glassnode Week On-Chain: https://insights.glassnode.com/the-week-onchain-week-37-2025/ - Cointelegraph (best Sept in 13 years): https://cointelegraph.com/news/bitcoin-price-gains-8-september-2025-on-track-for-best-in-13-years - TradingView relay of CT story: https://www.tradingview.com/news/cointelegraph%3A1e2968ec4094b%3A0-bitcoin-price-gains-8-as-september-2025-on-track-for-best-in-13-years/ 4) Vietnam: ~86M accounts frozen/closed for biometrics - Cointelegraph: https://cointelegraph.com/news/bitcoiners-criticize-vietnam-closing-86m-bank-accounts - (Syndication) CoinFi: https://www.coinfi.com/news/1717721/why-we-bitcoin-vietnam-closes-86m-bank-accounts-that-fail-biometrics 5) Canada: RCMP dismantles TradeOgre; >C$56M seized - RCMP press release: https://rcmp.ca/en/news/2025/09/rcmp-executes-record-seizure-more-56-million-dollars-cryptocurrency - CoinDesk: https://www.coindesk.com/policy/2025/09/18/rcmp-seizes-usd56m-cad-in-crypto-shuts-down-tradeogre-in-canada-s-largest-digital-asset-bust - Global News: https://globalnews.ca/news/11434722/rcmp-record-cryptocurrency-seizure/ 6) ETFs vs issuance: funds out-buy miners - Yahoo Finance (River flow map): https://finance.yahoo.com/news/businesses-absorbing-bitcoin-4x-rate-160711584.html - altii BTC report (450 BTC/day issuance reference): https://www.altii.de/the-altii-btc-report-2025-09-02/ - The Block ($553M daily inflow, Sep 12): https://www.theblock.co/post/370413/spot-bitcoin-etfs-553-inflows 7) Difficulty ATH; next jump projected - Cointelegraph (142.3T): https://cointelegraph.com/news/bitcoin-mining-difficulty-all-time-high-centralization-fear - CoinWarz next adjustment est: https://www.coinwarz.com/mining/bitcoin/difficulty-chart 8) Miners ripping - CoinDesk futures/OI wrap mentions miner beta context: https://www.coindesk.com/markets/2025/09/19/crypto-markets-today-treading-cautiously-with-smaller-tokens-showing-froth - (Also) CoinDesk Friday tape: https://www.coindesk.com/markets/2025/09/19/crypto-gives-away-week-s-gains-in-friday-decline 9) American Bitcoin (ABTC) mainstream profile - Barron’s: https://www.barrons.com/articles/american-bitcoin-stock-trump-gryphon-f5672bd5 10) BitGo files for IPO (BTGO) - Reuters: https://www.reuters.com/technology/crypto-custody-startup-bitgo-files-us-ipo-2025-09-19/ - CoinDesk: https://www.coindesk.com/business/2025/09/20/bitgo-files-for-ipo-with-usd4-2b-in-h1-2025-revenue-usd90b-in-crypto-on-platform 11) Michigan BTC reserve bill advances - CoinDesk: https://www.coindesk.com/policy/2025/09/19/michigan-s-stalled-bitcoin-reserve-bill-advances-after-7-months/ - Yahoo Finance relay: https://uk.finance.yahoo.com/news/michigans-stalled-bitcoin-bill-advances-074944268.html 12) Futures OI up after FOMC - CoinDesk: https://www.coindesk.com/markets/2025/09/19/crypto-markets-today-treading-cautiously-with-smaller-tokens-showing-froth/ 13) Friday gave back gains; higher lows intact - CoinDesk: https://www.coindesk.com/markets/2025/09/19/crypto-gives-away-week-s-gains-in-friday-decline - Yahoo relay: https://finance.yahoo.com/news/crypto-gives-away-weeks-gains-155303876.html 14) JPM: BTC undervalued vs gold as vol collapses - CoinDesk: https://www.coindesk.com/markets/2025/08/28/bitcoin-undervalued-versus-gold-as-volatility-collapses-jpmorgan-says - Yahoo Finance relay: https://finance.yahoo.com/news/bitcoin-undervalued-compared-gold-fair-172230487.html 15) CME/derivatives deepening - CoinDesk Indices note (CME OI, flows): https://www.coindesk.com/coindesk-indices/2025/09/17/now-is-the-time-for-active-management-in-digital-assets/ 16) ETF rotation: new spot funds > legacy trusts - The Block daily flows: https://www.theblock.co/post/370413/spot-bitcoin-etfs-553-inflows 17) September strength (seasonality flip) - Cointelegraph: https://cointelegraph.com/news/bitcoin-price-gains-8-september-2025-on-track-for-best-in-13-years 18) Global policy split: Fed eases, others hold - Reuters: https://www.reuters.com/business/finance/global-markets-cenbank-graphic-2025-09-19/ 19) Institutional > retail - Reuters (context from summer ATH): https://www.reuters.com/sustainability/boards-policy-regulation/bitcoin-rally-driven-more-by-institutional-demand-than-speculation-2025-07-14/ 20) Miners’ energy economics - (Context via difficulty & miner rally items) CT difficulty: https:/

📜 Show Notes — Bitcoin Fortress Podcast, Episode 181 Recorded: September 14, 2025 Block Height: 914,680 • Moscow Time: 864 • Fees (low/med/high): 1 / 3 / 4 sats/vB Segment Sources (1–31) Bitcoin-proxy equities cool / premiums compress — Reuters overview of “bitcoin hoarder” stocks pullback; FT analysis of the “crypto treasury” trade. Link: https://www.reuters.com/business/bitcoin-buyers-plunge-investors-crypto-euphoria-fades-2025-09-10/ Reuters Link: https://www.ft.com/content/ad063ed3-4c69-40e6-a478-40e0061d1b3c Financial Times S&P 500 & MicroStrategy (index inclusion context) — S&P U.S. Indices methodology (eligibility criteria); recent coverage of non-inclusion. Link: https://www.spglobal.com/spdji/en/documents/methodologies/methodology-sp-us-indices.pdf S&P Global Link: https://www.investopedia.com/strategy-misses-s-and-p-500-inclusion-this-month-will-it-ever-make-the-cut-11805904 Investopedia Macro check (CPI, jobs, Fed path) — Reuters economist poll on September cuts; Investopedia FOMC preview; CME FedWatch. Link: https://www.reuters.com/business/september-fed-rate-cut-done-deal-least-one-more-follow-by-year-end-2025-09-11/ Reuters Link: https://www.investopedia.com/next-fed-meeting-september-11808225 Investopedia Tool: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html CME Group September seasonality vs. new demand — Background on flows & seasonality via CoinDesk flows recap. Link: https://www.coindesk.com/markets/2025/09/12/bitcoin-etfs-record-fourth-consecutive-day-of-inflows-adding-usd550m CoinDesk U.S. strategic Bitcoin reserve discourse — Trump EO / policy statements & ongoing commentary. Link: https://www.politico.com/news/2025/03/06/trump-executive-order-create-strategic-reserve-crypto-00217147 Politico Link: https://www.reuters.com/technology/trump-administration-views-bitcoin-reserve-digital-fort-knox-senior-officials-2025-03-07/ Reuters Link: https://www.reuters.com/technology/us-treasury-chief-says-plan-be-put-place-acquiring-crypto-2025-03-07/ Reuters Onramp launches an institutional advisory suite — Company release & product page. Link: Newswire Link: https://onrampbitcoin.com/products/institutional Onramp Bitcoin Africa Bitcoin Corporation (Altvest rebrand; JSE) — Company circular + coverage. Link (PDF): https://altvestcapital.co.za/wp-content/uploads/2025/09/Altvest-Name-Change-and-Strategy-Change-announcement-8-September-2025-FINAL.pdf altvestcapital.co.za Link: https://cointelegraph.com/news/africa-bitcoin-treasury-company-unique-opportunity Cointelegraph American Bitcoin (ABTC) Nasdaq debut — PR and coverage. Link: https://www.prnewswire.com/news-releases/american-bitcoin-debuts-on-nasdaq-as-abtc-302544577.html PR Newswire Link: https://www.coindesk.com/markets/2025/09/03/trump-linked-bitcoin-firm-american-bitcoin-targets-usd2-1b-stock-sale-after-nasdaq-debut CoinDesk Metaplanet treasury expansion / capital raise — Recent purchase + larger capital plan. Link: https://www.coindesk.com/business/2025/09/08/metaplanet-brings-bitcoin-holdings-to-more-than-20k-with-latest-purchase CoinDesk Link: https://www.coindesk.com/markets/2025/06/24/metaplanet-plans-to-inject-5b-into-us-unit-to-accelerate-bitcoin-buying-strategy CoinDesk HIVE Digital — August production — Company site; SEC exhibit; coverage. Link: https://www.hivedigitaltechnologies.com/news/hive-digital-technologies-provides-august-2025-production-report-with-22-monthly-increase-in-bitcoin-production-and-phase-3-expansion Hive Digital Technologies Link: https://www.sec.gov/Archives/edgar/data/1720424/000106299325015417/exhibit99-2.htm SEC Link: https://www.proactiveinvestors.com/companies/news/1077999/hive-digital-technologies-reports-jump-in-august-bitcoin-production-advances-phase-3-expansion-1077999.html Proactiveinvestors NA Spot Bitcoin ETF inflows (record week markers) — CoinDesk and The Block. Link: https://www.coindesk.com/markets/2025/09/11/bitcoin-ether-etfs-post-positive-flows-as-prices-rebound CoinDesk Link: https://www.theblock.co/post/370413/spot-bitcoin-etfs-553-inflows The Block Whale distribution vs. LTH supply — CoinDesk LTH context; additional LTH spending gauge. Link: https://www.coindesk.com/markets/2025/07/04/bitcoin-long-term-holders-signal-patience-in-market CoinDesk Link: https://finance.yahoo.com/news/bitcoin-long-term-holders-spend-052352459.html Yahoo Finance “Paper BTC” unwind / open interest context — OI trend snapshots. Link: https://www.coindesk.com/markets/2025/08/18/markets-today-crypto-declines-as-u-s-index-futures-hold-steady CoinDesk Link: https://www.ainvest.com/news/bitcoin-news-today-bitcoin-futures-open-interest-drops-3-66-retail-traders-cut-leverage-positions-2508/ AInvest Fed cuts & BTC sensitivity — Reuters poll; FedWatch snapshot. Link: https://www.reuters.com/business/september-fed-rate-cut-done-deal-least-one-more-follow-by-year-end-2025-09-11/ Reuters Tool: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html CME G