BF235 - The Map is Changing - 10/4/26

🎙 Bitcoin Fortress Podcast — Episode 235

The Map is Changing

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