🎙 Bitcoin Fortress Podcast — Episode 215

Date: May 10, 2026
Block Height: 948805
Moscow Time: 1230
Fees: 1 / 1 / 2

In this episode:
In this episode of The Bitcoin Fortress Podcast, we break down Bitcoin’s push back above $80,000, the accelerating wave of institutional adoption from firms like Morgan Stanley, Schwab, and Goldman Sachs, and what it means as Wall Street increasingly integrates Bitcoin into the financial system. We also cover Strategy’s massive Bitcoin position and evolving treasury model, the growing AI pivot among Bitcoin miners, new regulatory developments around stablecoins and the Clarity Act, and the biggest themes emerging from the Bitcoin podcast universe this week. Finally, we tie it all together with this week’s featured Bitcoin Fortress Substack post, “Bitcoin vs. Monetary Control,” and discuss why Bitcoin continues to stand apart as sovereign, permissionless money in an increasingly centralized financial world.

Bitcoin Fortress YouTube Channel:

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

Bitcoin Fortress Substack Featured Post:

Bitcoin vs Monetary Control
https://bitcoinfortress.substack.com/p/bitcoin-vs-monetary-control

Bitcoin Fortress Books:

Follow me on Nostr:

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NEWS (May 3, 2026 – May 10, 2026)

Reuters — Strategy Q1 loss and Bitcoin holdings
https://www.reuters.com/legal/government/saylors-strategy-posts-wider-quarterly-loss-bitcoin-slump-2026-05-05/

MarketWatch — Saylor may sell Bitcoin under certain circumstances
https://www.marketwatch.com/story/michael-saylor-said-he-would-never-sell-bitcoin-now-he-says-he-might-f05776fc

Financial Times — Morgan Stanley spot crypto trading on E*Trade
https://www.ft.com/content/ce292294-3f04-4ac8-971b-2f45877b8e65

Schwab — Schwab Crypto rollout
https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-Announces-Details-of-Spot-Crypto-Trading-Launch/default.aspx

SEC — Goldman Sachs Bitcoin Premium Income ETF filing
https://www.sec.gov/Archives/edgar/data/1479026/000119312526154126/d58512d485apos.htm

Barron’s — Stablecoin yield compromise
https://www.barrons.com/articles/crypto-bill-stablecoin-yields-coinbase-clarity-act-tillis-alsobrooks-78dd5028

Investopedia — Bitcoin above $81K and Clarity Act progress
https://www.investopedia.com/bitcoin-is-back-above-usd81-000-signs-of-clarity-act-progress-may-be-helping-11966915

Crypto Briefing — New Jersey pension exposure to Strategy
https://cryptobriefing.com/new-jersey-pension-fund-strategy-bitcoin-exposure/

Crypto Briefing — Tether Q1 profit and Bitcoin reserves
https://cryptobriefing.com/tether-billion-dollar-profit/

Investors.com — Hut 8 AI data center deal
https://www.investors.com/news/bitcoin-miner-hut-8-ai-data-center-deal-earnings-morgan-stanley-crypto-debut-bitcoin-price/

Riot Platforms — Q1 2026 production and operations update
https://www.riotplatforms.com/riot-announces-first-quarter-2026-production-and-operations-updates/

Bitcoin Magazine — Bitfarms selling Bitcoin / AI pivot
https://bitcoinmagazine.com/news/bitfarms-bitf-selling-its-bitcoin

SoFi — Big Business Banking fiat and crypto platform
https://investors.sofi.com/news/news-details/2026/SoFi-Launches-Big-Business-Banking-to-Power-Fiat-and-Crypto-Banking-on-a-Single-Regulated-Platform/default.aspx

Investors.com — Coinbase layoffs and AI pivot
https://www.investors.com/news/coinbase-stock-layoffs-14-workforce-ai-shift-bullish-rally-4-2-billion-acquisition-equiniti-tokenization-blsh/

Coin Stories — News Block
https://podcasts.apple.com/us/podcast/coin-stories-with-natalie-brunell/id1569130932

TFTC — Bitcoin loyalty data and weekly Bitcoin themes
https://www.tftc.io/bitcoin-loyalty-programs-oshi-research-small-business-btc-rewards/

What Bitcoin Did — Jeff Ross liquidity episode
https://www.whatbitcoindid.com/wbd985-jeff-ross