BF234 - When the Safe Asset Isn’t Safe - 9/27/26

🎙 Bitcoin Fortress Podcast — Episode 234

When the Safe Asset Isn't Safe

Date: September 27, 2026Block Height: 968863Moscow Time: 1184Fees: 1 / 1 /1

In this episode: Bitcoin pushes back toward the mid-$80,000s as ETF inflows accelerate, while stress continues to build in the supposedly “safe” parts of the financial system. We look at the 10-year Treasury above 5%, Japan raising rates while the yen weakens, tightening global diesel supplies, Strategy buying Bitcoin again, Sequans exiting its Bitcoin treasury, and the continued migration of traditional finance onto digital rails. We also explore this week’s Bitcoin podcast conversation around sovereign debt, global liquidity and Bitcoin’s declining volatility before finishing with The Gift of Solitude and a different kind of sovereignty—the ability to be comfortable with your own thoughts in an increasingly noisy world.

Bitcoin Fortress YouTube Channel:

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

Bitcoin Fortress Substack Featured Post:

The Gift of Solitudehttps://bitcoinfortress.substack.com/p/the-gift-of-solitude

Bitcoin Fortress Books:

Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners

Bitcoin Retirement and Estate Planning

The Bitcoin Lifestyle