BF189 - Top Bitcoin News - 11/9/25

✅ 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 Featured Post https://open.substack.com/pub/bitcoinfortress/p/the-bitcoin-lifestyle-episode-4-the Books: Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners Bitcoin Retirement and Estate Planning The Bitcoin Lifestyle Follow me on Nostr: npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5