Description

🎙 Bitcoin Fortress Podcast — Episode 235
The Map is Changing

Date: October 4, 2026
Block Height: 969880
Moscow Time: 1171
Fees: 1 / 1 /2

 

ABOUT THIS EPISODE

Bitcoin spent another week doing something increasingly interesting: refusing to behave the way the old models say it should.

Treasury yields pushed above 5%. The dollar strengthened. Gold sold off. The Federal Reserve remained hawkish. The labor market weakened. And yet Bitcoin held together, institutional money continued moving into the asset, and corporate buyers kept stacking.

Maybe the story isn't simply that Bitcoin is getting stronger.

Maybe the map itself is changing.

This week we look at the return of expensive money, Bitcoin's surprising resilience, Strategy and Strive continuing to accumulate, the IMF's increasingly awkward relationship with El Salvador, growing political pressure around stablecoins, Bitcoin mining's collision with the AI energy buildout, and a Bitcoin podcast universe increasingly focused on sovereignty, self-custody, AI, tokenization and the changing architecture of money.

Then we'll connect all of it to this week's Bitcoin Fortress essay, The Great Repricing.

 

Bitcoin Fortress YouTube Channel:

https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ

 

Bitcoin Fortress Substack Featured Post:

The Great Repricing
https://bitcoinfortress.substack.com/p/the-great-repricing

 

Bitcoin Fortress Books:

• Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
• Bitcoin Retirement and Estate Planning
• The Bitcoin Lifestyle
• The Architecture of Money
• The Sovereign Life

Follow me on Nostr:

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NEWS (September 27, 2026 – October 4, 2026)

News and Research

1. CoinDesk — Analysts see the 10-year Treasury yield potentially reaching 6%

2. CoinDesk — Bitcoin shrugs off surging Treasury yields

3. Reuters — Gold falls as dollar and Treasury yields rise

4. Reuters — Fed may skip an October rate hike after weak jobs data

5. Reuters — Fed policymakers argue for patience before another hike

6. The Block — Bitcoin ETFs complete nine-day, $3.1 billion inflow streak

7. Yahoo Finance — Bitcoin finishes another green September

8. Investopedia — Strategy adds another 1,665 Bitcoin

9. Strive adds another 1,107 Bitcoin

10. The Block — CLARITY failure may have accelerated other crypto regulatory changes

11. SEC — Innovation exemption for tokenized U.S. securities

12. Reuters — Swiss central banker warns about stablecoins and monetary-policy transmission

13. Reuters — Senate report scrutinizes Iran-linked USDT activity

14. El Salvador receives IMF disbursement after Bitcoin-related waiver

15. Soluna and Bitdeer expand wind-powered Texas Bitcoin mining project

16. Coin Stories — Bitcoin mining, AI data centers and local infrastructure battles

17. CoinDesk — Bitcoin dominance approaches 60%

18. Reuters — Dollar remains strong amid elevated Treasury yields

Around the Bitcoin Podcast Universe

Market Disruptors — Lyn Alden: Nothing Stops This Train. Not Even AI

Kitco — Lyn Alden on deficits, Fed policy and Bitcoin

Stephan Livera Podcast — Bitcoin Savings vs Casino Exchanges with Julian Liniger

Stephan Livera Podcast — Why Bitkey Ditched Seed Phrases with Clay Garrett

TFTC #797 — The ColdCard Hack Was Only the Beginning

TFTC #796 — Own Your Intelligence Stack

Coin Stories — Simon Dixon on what could make him sell Bitcoin for gold