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

đď¸ The Bitcoin Fortress Podcast â Episode 199
Date: January 18, 2026Block Height: 932,830Moscow Time: 1,049Fees: 1 /1 / 3
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NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
Â
Featured Substack Post:
https://bitcoinfortress.substack.com/p/why-the-system-needs-you-distracted
Â
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
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News (1/11/26-1/18/26):
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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/
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MARKETS / ETFS- Bitcoin jumps above $97,000 on regulatory optimism (Barronâs): 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
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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 (Barronâs): https://www.barrons.com/articles/mstr-stock-price-strategy-microstrategy-bitcoin-coinbase-1fd70347
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STATE / PUBLIC FINANCE- Florida legislators renew push for bitcoin reserve (Yahoo Finance): https://finance.yahoo.com/news/florida-legislators-renew-push-bitcoin-133703293.html
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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/
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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/
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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
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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 â Episodes feed: https://www.whatbitcoindid.com/episodes- Citadel Dispatch (Podchaser listing / latest): https://www.podchaser.com/podcasts/citadel-dispatch-1656796
Jan 18
19 min

đď¸ The Bitcoin Fortress Podcast â Episode 198
Date: January 11, 2026Block Height: 931,866Moscow Time: 1101Fees: 1 /2 / 2
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NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
Â
Featured Substack Post:
https://bitcoinfortress.substack.com/p/bitcoin-infinite-banking
Â
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
Â
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NEWS (1/4â1/11)- 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 (Barronâs): 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/
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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
Jan 11
27 min

đď¸ The Bitcoin Fortress Podcast â Episode 197
Date: January 4, 2026Block Height: 930,901Moscow Time: 1097Fees: 1 / 1 / 1
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NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
Â
Featured Substack Post:
https://bitcoinfortress.substack.com/p/top-10-easy-ways-to-improve-your
Â
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
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Follow me on Nostr:
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NEWS LINKS (15)1) Reuters â 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/
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2) Reuters â Global markets Jan 2, 2026 (includes BTC move)https://www.reuters.com/world/china/global-markets-global-markets-2026-01-02/
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3) Yahoo Finance â US crypto ETFs draw ~$670M inflows; BTC ETFs lead (Jan 2, 2026)https://finance.yahoo.com/news/us-crypto-etfs-draw-670-110114860.html
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4) CoinDesk â 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
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5) Barronâs â Strategy buys ~$109M BTC (Dec 28, 2025 window)https://www.barrons.com/articles/strategy-bitcoin-crypto-michael-saylor-829f6fd8
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6) MarketWatch â 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
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7) DL News â 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/
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8) Bitcoin Core v30.1 release thread (Jan 2, 2026)https://delvingbitcoin.org/t/bitcoin-core-v30-1-released/2183
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9) Bitcoin Core downloads (v30.1)https://bitcoincore.org/bin/bitcoin-core-30.1/
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10) Lightning Engineering â Taproot Assets v0.7 (Dec 16, 2025)https://lightning.engineering/posts/2025-12-16-tapd-0.7-launch/
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11) Bitcoin Optech Newsletter #386 (Jan 2, 2026)https://bitcoinops.org/en/newsletters/2026/01/02/
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12) Yahoo Finance â Mining difficulty nears record high heading into 2026 (late Dec 2025)https://finance.yahoo.com/news/bitcoin-mining-difficulty-nears-record-064434953.html
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13) CoinWarz â Bitcoin difficulty chart / next adjustment estimatehttps://www.coinwarz.com/mining/bitcoin/difficulty-chart
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14) The Block â 2026 Bitcoin mining outlook (late Dec 2025)https://www.theblock.co/post/383997/2026-bitcoin-mining-outlook
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15) The Verge â Bitfinex hacker Ilya Lichtenstein early release (Jan 3, 2026)https://www.theverge.com/news/853160/ilya-lichtenstein-released-razzlekhan-bitcoin-hack
Jan 4
22 min

đď¸ The Bitcoin Fortress Podcast â Episode 196
Date: December 28, 2025Block Height: 929,911Moscow Time: 1142Fees: 1 / 1 / 1
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NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
Â
Featured Substack Post:
https://bitcoinfortress.substack.com/p/stay-humble-stack-sats-25c
Â
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
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đ° News & Analysis (Dec 21 â 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
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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
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3) âBitcoin buzz is goneâ / 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
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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
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5) ETF daily flow data (Farside Investors)https://farside.co.uk/btc/
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6) Spot BTC & ETH ETF outflows (The Block)https://www.theblock.co/post/383717/spot-bitcoin-ether-etfs-outflows-christmas
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7) Strategy pauses bitcoin buys (Barronâs)https://www.barrons.com/articles/strategy-stock-bitcoin-crypto-ad16e5d5
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8) Corporate crypto/bitcoin treasury plays of 2025 (Decrypt)https://decrypt.co/352827/biggest-bitcoin-crypto-treasury-plays-2025
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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
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10) Mining stocks recap (Yahoo Finance mirror)https://finance.yahoo.com/news/bitcoin-mining-2025-iren-claims-160000621.html
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11) VanEck Mid-December 2025 Bitcoin ChainCheck (Seeking Alpha)https://seekingalpha.com/article/4855296-vaneck-mid-december-2025-bitcoin-chaincheck
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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/
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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/
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14) Square bitcoin payments roadmap (Block press release)https://squareup.com/us/en/press/block-to-roll-out-bitcoin-payments-on-square
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15) Square âAccept Bitcoinâ product pagehttps://squareup.com/us/en/bitcoin
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Bonus: Shift4 stablecoin settlements (Investorâs Business Daily)https://www.investors.com/news/shift4-payments-stablecoin-settlement-launch-merchants-four-stock/
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PODCASTS / THEMES REVIEWED- TFTC: A Bitcoin Podcast (Apple Podcasts listing for recent episodes)https://podcasts.apple.com/us/podcast/tftc-a-bitcoin-podcast/id1292381204
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- The Jack Mallers Show â âBitcoin And The Missing Volatilityâ (Apple Podcasts)https://podcasts.apple.com/na/podcast/bitcoin-and-the-missing-volatility/id1695949365?i=1000742435962
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- The Bitcoin Matrix â âJeff Boothâ (Apple Podcasts)https://podcasts.apple.com/ee/podcast/jeff-booth-the-real-reason-why-bitcoin-will-never-fail/id1534519469?i=1000742329120
Dec 28, 2025
23 min

đď¸ The Bitcoin Fortress Podcast â Episode 195
Date: December 21, 2025Block Height: 928,869Moscow Time: 1132Fees: 1 / 1 / 1
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NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
Â
Featured Substack Post:
https://bitcoinfortress.substack.com/p/everything-they-told-you-about-bitcoin
Â
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
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đ° News & Analysis (Dec 14 â Dec 21, 2025)
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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 (Barronâs)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 (Barronâs)https://www.barrons.com/articles/visa-launches-stablecoin-settlement-bbe7b6a5
19. SoFi launches SoFiUSD stablecoin (Investorâs Business Daily)https://www.investors.co
Dec 21, 2025
24 min

đď¸ The Bitcoin Fortress Podcast â Episode 194
Date: December 14, 2025Block Height: 927,886Moscow Time: 1123Fees: 1 / 1 / 1
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NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
Â
Featured Substack Post:
https://bitcoinfortress.substack.com/p/saving-vs-investing
Â
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
Â
Follow me on Nostr:
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đ° News & Analysis (Dec 7 â Dec 14, 2025)
Macro & Markets
Bitcoin dips below $90K as AI worries dent risk appetite â Reutershttps://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 â The Blockhttps://www.theblock.co/post/382125/bitcoin-ether-whipsaw-fed-quarter-point-hawkish-cut
Bitcoinâs 2025 rollercoaster may end on a low â Reutershttps://www.reuters.com/business/finance/bitcoins-2025-rollercoaster-may-end-low-2025-12-09/
Long-term Bitcoin holder sell pressure eases â CoinDeskhttps://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 â CoinDeskhttps://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 â Glassnodehttps://insights.glassnode.com/the-week-onchain-week-49-2025/
Weekly Bitcoin Index Highlights â CF Benchmarkshttps://www.cfbenchmarks.com/blog/weekly-index-highlights-december-8-2025
Spot Bitcoin ETF net outflow discussion â Equitihttps://www.equiti.com/sc-en/news/crypto-hub/bitcoin-stalls-near-90k-as-traders-brace-for-the-fed/
Global markets fund-flow snapshot â Reutershttps://www.reuters.com/world/china/global-markets-flows-graphic-2025-12-08/
Strategy remains in the Nasdaq 100 â Reutershttps://www.reuters.com/sustainability/climate-energy/bitcoin-hoarder-company-strategy-remains-nasdaq-100-2025-12-13/
MSCI crypto index exclusion backlash â Business Insiderhttps://www.businessinsider.com/msci-crypto-index-bitcoin-treasury-strategy-btc-price-2025-12
Corporate Treasury & Price Targets
Strategy buys nearly $1B worth of Bitcoin â Barronâshttps://www.barrons.com/articles/strategy-stock-price-bitcoin-buy-1dce38e0
Strategy holds Nasdaq 100 spot â CoinDeskhttps://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 â MarketWatchhttps://www.marketwatch.com/story/standard-chartered-is-finally-slashing-its-bitcoin-target-by-half-heres-why-3e7c726b
Additional context on BTC target revisions â Business Insiderhttps://www.businessinsider.com/bitcoin-price-prediction-btc-2026-forecast-standard-chartered-150k-2025-12
Regulation & Policy
Senators make progress on sweeping crypto market bill â The Blockhttps://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 â The Blockhttps://www.theblock.co/post/381924/nothing-holding-bill-democratic-sen-gillibrand-senate-advance-crypto-bill
Teachers union urges withdrawal of crypto bill â The Blockhttps://www.theblock.co/post/382009/teachers-union-crypto-market-structure-bill
Crypto-focused national banks approved â Wall Street Journalhttps://www.wsj.com/finance/regulation/trump-administration-approves-first-round-of-crypto-focused-banks-52a803fd
Lightning, Building & Payments
Blockstream connects Lightning and Liquid â CoinDeskhttps://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 â The B
Dec 14, 2025
21 min

The Bitcoin Fortress Podcast - Episode 193
December 7, 2025
Block Height 926865 | Moscow Time 1094 | Fees 1/1/1
Â
NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
Â
Featured Substack Post:
https://bitcoinfortress.substack.com/p/practical-ways-to-become-more-resilient
Â
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
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Follow me on Nostr:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
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Price, ETFs & Market Structure
2025 was officially a wipeout year for US spot Bitcoin ETFshttps://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 positivehttps://etfdb.com/news/2025/12/05/bitcoin-etfs-bleed-3-4-billion/
ETF Database
Bitcoin ETF: Massive $194M outflow â 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 unwindhttps://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 5https://cryptorank.io/news/feed/cdd1b-spot-bitcoin-etfs-inflow-reversal
CryptoRank
Bitcoin price action is no longer determined by exchanges â ETF flows as key metrichttps://cryptoslate.com/bitcoin-etf-market-structure-shift-institutional-flows/
CryptoSlate
Bitcoinâs bull market: A slowdown, not a breakdownhttps://cryptoslate.com/bitcoins-bull-market-a-slowdown-not-a-breakdown/
CryptoRank
What to expect from Bitcoin price in December 2025https://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 Novemberhttps://markets.businessinsider.com/news/currencies/bitcoin-price-outlook-crypto-selloff-etf-outflows-mstr-saylor-2025-12
Business Insider
Institutions, Wall Street & Products
Strategyâs Saylor in talks with MSCI as index-exclusion threat loomshttps://www.reuters.com/business/saylors-strategy-engaging-with-msci-potential-index-exclusion-2025-12-03/
Reuters
Strategyâs leveraged ETFs hit hard by crypto slumphttps://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 clientshttps://www.reuters.com/business/finance/bank-america-expands-crypto-access-wealth-management-clients-2025-12-04/
Reuters
Vanguard finally allows crypto ETFs and mutual fundshttps://www.barrons.com/articles/vanguard-crypto-etfs-funds-bitcoin-investing-5c69c14c
Barron's
Strategy stock: Bitcoin proxy and analyst targetshttps://www.investors.com/news/mstr-stock-strategy-bitcoin-analyst-price-targets-upside/
Investors
B Hodl unveils Bitcoin treasury and Lightning strategyhttps://uk.advfn.com/newspaper/azflame/74674/b-hodl-unveils-bitcoin-treasury-and-lightning-network-strategy-pioneering-dual-funds-and-sustainable-yields
ADVFN UK
Regulation, Policy & Enforcement
CFTC announces first listed spot crypto trading on US exchangeshttps://www.cftc.gov/PressRoom/PressReleases/9145-25
CFTC
CFTC leverage ruling opens the door for $25T giants to enter cryptohttps://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.iohttps://www.reuters.com/world/europe/swiss-german-police-shut-down-major-cryptocurrency-mixer-2025-12-01/
Reuters
CRA crypto crackdown reaps millions but yields no criminal chargeshttps://barrie360.com/cra-crypto-crackdown-reaps-millions/
Barrie 360
China
Dec 7, 2025
34 min

The Bitcoin Fortress Podcast - Episode 192
November 30, 2025
Block Height 925894 | Moscow Time 1093 | Fees 1/1/1
Â
NEW! My YouTube Channel featuring short-form video content and all my podcast episodes:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
Â
Featured Substack Post:
https://bitcoinfortress.substack.com/p/staying-strong-in-choppy-markets
Â
Bitcoin Fortress Books:
Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
Bitcoin Retirement and Estate Planning
The Bitcoin Lifestyle
Â
Follow me on Nostr:
npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5
Â
Price, Market Structure & Macro
CoinDesk â âBitcoin Rebounds From 'Extreme Oversold' Levels; XRP Jumps 7%, ZEC Surges 14%âhttps://www.coindesk.com/markets/2025/11/23/bitcoin-rebounds-from-extreme-oversold-levels-xrp-jumps-7-zec-surges-14
CoinDesk
Yahoo Finance â âNovember Was Bitcoinâs Second Worst Month In 2025âhttps://finance.yahoo.com/news/november-bitcoin-second-worst-month-104148905.html
Yahoo Finance
Aurpay â âThe 2025 Crypto Collapse: Why Bitcoin Dropped to $80kâhttps://aurpay.net/aurspace/bitcoin-crash-november-2025-market-analysis
Aurpay
HackerNoon â âBitcoin's November 2025 Bloodbath: Dissecting the Perfect Storm Behind the $42,000 Crashâhttps://hackernoon.com/bitcoins-november-2025-bloodbath-dissecting-the-perfect-storm-behind-the-%2442000-crash
Hacker Noon
MarketWatch â âBitcoin's Trading Around $86,000 as 'Tinkerbell' Effect Haunts Crypto, in Deutsche Bank's Viewâhttps://www.marketwatch.com/story/bitcoins-trading-around-86-000-the-tinkerbell-effect-is-haunting-crypto-says-deutsche-bank-aff9f2f7
MarketWatch
Bloomberg â âBitcoin (BTC) Jumps Back Above $89,000 to Recoup Some Recent Lossesâhttps://www.bloomberg.com/news/articles/2025-11-26/bitcoin-jumps-back-above-89-000-to-recoup-some-recent-losses
Bloomberg
Reuters â âStocks, Bitcoin Edge Up as Investors Bank on Fed Rate Cutsâhttps://www.reuters.com/world/china/global-markets-wrapup-1-2025-11-27
Reuters
CryptoNews â âWhy Is Crypto Up Today? â November 26, 2025âhttps://cryptonews.com/news/why-is-crypto-up-today-november-26-2025
Cryptonews
Bitcoin Magazine â âBitcoin Price Down 30% From All-Time Highs as MarketâŚâhttps://bitcoinmagazine.com/news/bitcoin-price-sits-down-over-30-percent
Bitcoin Magazine
Forbes â âBitcoin Braced For A Huge Fed Price Earthquake After Sudden Flipâhttps://www.forbes.com/sites/digital-assets/2025/11/25/bitcoin-falls-to-fresh-multimonth-low-as-macro-factors-fuel-continued-declines
Forbes+1
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ETFs, Flows & Institutional Adoption
CoinDesk â âETF Outflows, Stablecoin Flows and DAT Reversals Signal Crypto Capital Flightâhttps://www.coindesk.com/markets/2025/11/23/etf-outflows-stablecoin-flows-and-dat-reversals-signal-crypto-capital-flight-nydig
CoinDesk
CoinDesk â âBitcoin ETFs Have Bled a Record $3.79B in Novemberâhttps://www.coindesk.com/markets/2025/11/21/bitcoin-etfs-have-bled-a-record-usd3-79-billion-in-november
CoinDesk
Farside â âBitcoin ETF Flow (US$m)âhttps://farside.co.uk/btc
Farside Investors
SoSoValue â âUS Bitcoin Spot ETF Dashboardâhttps://m.sosovalue.com/assets/etf/us-btc-spot
SoSoValue
Investors.com â âBitcoin Tries To Find Footing; JPMorgan Upgrades These 2 Miners, Cuts Targets For Othersâhttps://www.investors.com/news/bitcoin-jpmorgan-bitcoin-miners-cleanspark-cipher-iren-mara-riot
Investors+1
Investopedia â âBitcoin Has Regained Some Ground. Strategyâs Michael Saylor 'Wonât Back Down'âhttps://www.investopedia.com/bitcoin-has-regained-some-ground-strategys-michael-saylor-wont-back-down-11856067
Investopedia
AInvest â âBitcoinâs Institutional Adoption Surge: A Catalyst for Sustained Bullish Momentum in November 2025âhttps://www.ainvest.com/news/bitcoin-institutional-adoption-bull-cycle-beginning-2511/
AInvest
BTCC â âBitcoin Institutional Adoption Accelerates as Robinhood âŚâhttps://www.btcc.com/en-IN/square/Bitcoin%20News/1223297
BTCC
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Mining,
Nov 30, 2025
34 min

The Bitcoin Fortress Podcast - Episode 191
November 23, 2025
Block Height 924878 | Moscow Time 1153 | Fees 2/2/2
Â
Price, Market Structure & Sentiment
Reuters â Bitcoin rebounds after falling below $90,000, a 7-month low Reuters
Bloomberg â Crypto Market Extends Slide With Bitcoin Dropping Below $87,000 Bloomberg
Bloomberg â Bitcoin Heading for Worst Month Since Crypto Collapse of 2022 Bloomberg
Bloomberg â Cryptoâs Brutal Month Triggers a Stress Test for Wall Street Bloomberg
Reuters â Bitcoin on thin ice after sinking in flight from risk Reuters
Axios â Crypto plunge wipes out nearly $400 billion in a week Axios
CBS News â Bitcoin has shed almost $800 billion since its October peak CBS News
CoinDesk â Bitcoin Correction Mirrors April Drop as 2025 Buyers Fall Into the Red CoinDesk
CoinDesk â Bitcoin Backwardation Returns, a Pattern That Often Marks Market Bottoms CoinDesk
CoinDesk â Bitcoin Sell-Off Likely âCompleteâ, Rally Into Year-End Still in Play: Standard Chartered CoinDesk
CoinDesk â Crypto Bulls See $1.7B Liquidations as Bitcoin Swiftly Nears $80K CoinDesk
Yahoo Finance â Death Cross Confirmed: Is Bitcoin Bottoming or About to Crash? Yahoo Finance
Bitget â Bitcoinâs Death Cross: Is This the Cycleâs Lowest Point or the Start of a Deeper Slump? Bitget
ETFs, Institutions & Corporate Bitcoin
CoinDesk â Bitcoin ETFs Have Bled a Record $3.79B in November CoinDesk
Reuters â Investors pull record $523 million from BlackRockâs flagship bitcoin ETF Reuters
Morningstar â Crypto ETF Investors Pull Billions as Bitcoin Slides Below $90,000 Morningstar
Coinpaper â Bitcoin ETFs Record First Major Inflow After Weeks of Heavy Outflows Coinpaper
Barronâs â Strategy Stock Is Scary. Its Preferred Might Be Worth a Look. Barron's
Yahoo Finance â Strategyâs $55 Billion Bitcoin Bet Undeterred by Index Delisting Concerns Yahoo Finance
Yahoo Finance â What Will Happen to MicroStrategy If Bitcoin Falls Under Key Levels? Yahoo Finance
The Coin Republic â Strategyâs $835 Million Bitcoin Acquisition Marks Largest Purchase Since July The Coin Republic
FinViz â Strategy Inc. Eyes More Bitcoin Purchase on $620 Million Injection Finviz
Mining, Hashrate, Energy & AI
CoinDesk â Bitcoin Hashprice Falls to Five-Year Low CoinDesk
Yahoo Finance â Bitcoin Miner Reserves Plunge to Record Low as Revenue Collapses Yahoo Finance
CoinDesk â Hobbyist Bitcoin Miner Wins $265K Block Reward CoinDesk
Forbes â Africaâs Bitcoin Mining Hashrate Exfiltration Conundrum Forbes
TechRadar â Bitfarms pivots some of its mining hashpower to AI data centers TechRadar
Investorâs Business Daily â Cipher Mining, Fluidstack & Google Team Up on AI Hosting Deal Investors
PR Newswire â BitMine Immersion Reports FY25 Results, Announces First Dividend PR Newswire
Policy, Regulation & Nation-States
OCC â Interpretive guidance on bank custody of digital assets and network fees OCC.gov
Brookings â The Best Way to Regulate Digital Assets: Merge the SEC and CFTC Brookings
ICIJ â How Crypto Is Regulated (or Not) Around the World ICIJ
Paul Hastings â Federal Government Is Back to Work: Updates on Market Structure Legislation⌠Paul Hastings
Latham & Watkins â U.S. Crypto Policy Tracker (including Trumpâs Strategic Bitcoin Reserve EO) Latham & Watkins
CoinDesk â U.S. House Bill Would Allow Federal Taxes in BTC While Aiding U.S. Reserve CoinDesk
Decrypt â Proposed Bitcoin for America Bill Would Enable BTC Tax Payments Decrypt
The Block â Rep. Davidson Introduces Bill to Allow Taxes to Be Paid in BTC, Bolstering Strategic Reserve The Block
Wikipedia â U.S. Strategic Bitcoin Reserve overview Wikipedia
Sovereign Bitcoin & Events
Bitcoin HistĂłrico â official site for El Salvador conference (Nov 12â13, 2025) Bitcoin HistĂłrico
Bitcoin Magazine â El Salvador: The Making of a Sovereign Nation Bitcoin Magazine
Economia Bitcoin 2025 â event details for UsulutĂĄn, El Salvador Coi
Nov 23, 2025
31 min
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