🎙 Bitcoin Fortress Podcast — Episode 222

Date: June 28, 2026
Block Height: 955830
Moscow Time: 1680
Fees: 1 / 1 /2

In this episode:

Bitcoin is weak, but the monetary thesis is getting stronger. In Episode 222, we look at ETF outflows, Strategy pressure, the return of four-year-cycle anxiety, stablecoins becoming a banking and geopolitical battleground, the Fed’s quiet liquidity plumbing, the U.S.-Iran oil-dollar waiver, and why Bitcoin still stands apart as neutral money in a world of increasingly managed money.

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

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A Bitcoin Way of Life - Week 6
https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-6

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NEWS (June 21, 2026 – June 28, 2026)

Bitcoin / Markets
Investopedia — Bitcoin’s rough 2026 and second-half outlook
https://www.investopedia.com/what-to-expect-from-bitcoin-crypto-in-the-second-half-2026-11990861

Decrypt — 21Shares says Bitcoin has not broken the four-year cycle
https://decrypt.co/371985/bitcoin-hasnt-broken-4-year-cycle-yet-21shares

CoinDesk — Strategy should pause Bitcoin buying, CryptoQuant says
https://www.coindesk.com/markets/2026/06/24/strategy-should-pause-its-bitcoin-buying-and-rebuild-cash-cryptoquant-says

CoinDesk — Strategy’s Bitcoin purchase fails to stir BTC price
https://www.coindesk.com/markets/2026/06/09/strategy-s-bitcoin-purchase-fails-to-stir-btc-price

Stablecoins / Banking / CBDCs
The Guardian — Community banks fight stablecoin legislation
https://www.theguardian.com/technology/2026/jun/28/crypto-v-community-local-lenders-fight-stablecoins-law

OCC — GENIUS Act BSA and sanctions compliance standards
https://www.occ.gov/news-issuances/bulletins/2026/bulletin-2026-28.html

Federal Register — Stablecoin issuer AML/CFT and sanctions rulemaking
https://www.federalregister.gov/documents/2026/06/24/2026-12692/permitted-payment-stablecoin-issuer-anti-money-launderingcountering-the-financing-of-terrorism-and

Reuters — Bank of England softens stablecoin rules
https://www.reuters.com/world/uk/bank-england-softens-stablecoin-rules-final-framework-2026-06-22/

BIS — Stablecoins fall short as money
https://www.bis.org/press/p260623.htm

Rep. Tom Emmer — Anti-CBDC Surveillance State Act sent to Senate
https://emmer.house.gov/media-center/press-releases/whip-emmer-s-cbdc-ban-legislation-sent-to-senate

Macro / Dollar / Geopolitics
Reuters — NY Fed official downplays asset-buying language
https://www.reuters.com/business/finance/ny-fed-official-plays-down-new-fomc-language-ample-reserves-system-2026-06-24/

Federal Reserve — June 17 FOMC statement
https://www.federalreserve.gov/newsevents/pressreleases/monetary20260617a.htm

Reuters — U.S. authorizes Iranian oil sales amid peace talks
https://www.reuters.com/business/energy/us-issues-iran-related-general-license-oil-sales-2026-06-22/

WSJ — U.S. allows Iran to sell oil in dollars
https://www.wsj.com/world/middle-east/vance-says-iran-agreed-to-allow-nuclear-inspectors-back-in-209db17c

Mining / Energy / AI
TechRadar — Former crypto mining sites converted into AI cloud facilities
https://www.techradar.com/pro/cracks-in-the-crypto-world-this-top-data-center-provider-is-spending-usd500-million-to-turn-former-cryptomining-sites-into-ai-cloud-facilities

Data Center Dynamics — AiOnX acquires Genesis Digital Assets stake
https://www.datacenterdynamics.com/en/news/aionx-completes-500m-genesis-digital-assets-deal-will-pivot-crypto-data-centers-to-ai/