BF233 - The System is Getting Harder to Manage - 9/20/26

🎙 Bitcoin Fortress Podcast — Episode 233

The System is Getting Harder to Manage

Date: September 20, 2026Block Height: 967855Moscow Time: 1236Fees: 1 / 1 /1

In this episode: We return from vacation to a financial system that looks increasingly difficult to manage. The 10-year Treasury crosses 5%, Treasury expands its own bond buybacks, oil remains above $100, the Fed raises rates, and Japan hikes rates only to watch the yen weaken. Meanwhile, Bitcoin absorbs all of it and rallies back above $80,000. We dig into the failure of the CLARITY Act, the SEC's move toward tokenized stocks, continued institutional Bitcoin adoption, Strategy's evolving capital structure, and the security lessons from the Liquid and Coldcard exploits. Plus, we look at the latest themes across the Bitcoin podcast universe and this week's Bitcoin Fortress essay on building resilience instead of trying to predict the future.

Bitcoin Fortress YouTube Channel:

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

Bitcoin Fortress Substack Featured Post:

The Architecture of Resiliencehttps://bitcoinfortress.substack.com/p/the-architecture-of-resilience

Bitcoin Fortress Books:

Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners

Bitcoin Retirement and Estate Planning

The Bitcoin Lifestyle