✅ 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
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