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

🎙 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: npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5 NEWS (September 27, 2026 – October 4, 2026) News and Research CoinDesk — Analysts see the 10-year Treasury yield potentially reaching 6% CoinDesk — Bitcoin shrugs off surging Treasury yields Reuters — Gold falls as dollar and Treasury yields rise Reuters — Fed may skip an October rate hike after weak jobs data Reuters — Fed policymakers argue for patience before another hike The Block — Bitcoin ETFs complete nine-day, $3.1 billion inflow streak Yahoo Finance — Bitcoin finishes another green September Investopedia — Strategy adds another 1,665 Bitcoin Strive adds another 1,107 Bitcoin The Block — CLARITY failure may have accelerated other crypto regulatory changes SEC — Innovation exemption for tokenized U.S. securities Reuters — Swiss central banker warns about stablecoins and monetary-policy transmission Reuters — Senate report scrutinizes Iran-linked USDT activity El Salvador receives IMF disbursement after Bitcoin-related waiver Soluna and Bitdeer expand wind-powered Texas Bitcoin mining project Coin Stories — Bitcoin mining, AI data centers and local infrastructure battles CoinDesk — Bitcoin dominance approaches 60% 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