🎙 Bitcoin Fortress Podcast — Episode 225

Date: July 19, 2026
Block Height: 958758
Moscow Time: 1547
Fees: 1 / 3 /4

In this episode:

In Episode 225 of The Bitcoin Fortress Podcast, we examine one of the most consequential weeks for Bitcoin in recent months. We unpack the macro forces driving Bitcoin's price action, including cooler inflation data, Federal Reserve policy, and renewed geopolitical tensions. We take a deep dive into Strategy's Bitcoin sales and what they reveal about the emerging Bitcoin treasury-company model, explore the growing debate surrounding BIP-110 and the future of Bitcoin governance, and review important developments in regulation, institutional adoption, and global digital-asset policy. We also discuss the week's biggest themes from the Bitcoin podcast universe, including whether the traditional four-year cycle is evolving into a broader capital cycle, before featuring this week's Substack essay, A Bitcoin Way of Life – Week 9. As always, the focus is on cutting through the noise and helping you better understand the long-term forces shaping Bitcoin and the future of money.

Bitcoin Fortress YouTube Channel:

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

Bitcoin Fortress Substack Featured Post:

A Bitcoin Way of Life - Week 9
https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-9

Bitcoin Fortress Books:

Follow me on Nostr:

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NEWS (July 12, 2026 – July 19, 2026)

News and Research

Bitcoin Price Jumps Over $65,500 on Soft Inflation Data — Bitcoin Magazine
https://bitcoinmagazine.com/markets/bitcoin-price-jumps-over-65500
Federal Reserve Racing to Release Stablecoin Rules — Barron’s
https://www.barrons.com/livecoverage/fed-kevin-warsh-congress-testimony/card/fed-racing-to-release-stablecoin-rules-NO4hQNFK01hHRF8t9jpV
Bitcoin Falls Under $63,000 on U.S.-Iran Strikes and China Tensions — Bitcoin Magazine
https://www.barrons.com/livecoverage/stock-market-news-today-071326/card/bitcoin-falls-as-new-round-of-u-s-and-iran-attacks-weigh-wvyBaTc7iWGOSaqYGNi2
Bitcoin Reclaims $65,000 as Inflation Cools and ETF Inflows Return — Investopedia
https://www.investopedia.com/bitcoin-clawed-its-way-back-over-usd65-000-here-s-why-and-what-to-know-now-12019866
Strategy Bitcoin Sales Shine Light on Faltering Treasury Companies — Reuters
https://www.reuters.com/legal/government/strategy-bitcoin-sales-shine-light-faltering-crypto-hoarding-companies-2026-07-13/
Foundry Asks Bitcoin Miners to Vote on BIP-110 — Bitcoin Magazine
https://bitcoinmagazine.com/news/foundry-asks-bitcoin-miners-vote-bip-110
Michael Saylor Calls BIP-110 a Bad Idea — CoinDesk
https://www.coindesk.com/tech/2026/07/19/bitcoin-s-biggest-advocate-michael-saylor-says-new-plan-to-clean-up-the-blockchain-is-a-bad-idea
BIP-110 Background, Proposal and Technical Analysis
https://bip110.org/articles
CLARITY Act Passage Odds Fall as Senate Delay Continues — CoinDesk
https://www.coindesk.com/markets/2026/07/17/polymarket-traders-cut-clarity-act-passage-odds-to-record-low-as-senate-delay-drags-on
Trump Meets Senators in Push for CLARITY Act — Barron’s
https://www.barrons.com/articles/coinbase-global-cryptocurrency-trump-senate-8a5e43ac
U.S. Government Moves Seized Bitcoin and Ether to Coinbase Prime — CoinDesk
https://www.coindesk.com/markets/2026/07/14/u-s-government-moves-usd288-million-in-seized-bitcoin-ether-to-coinbase-prime
Japan Reclassifies Cryptocurrency as Financial Assets — Reuters
https://www.reuters.com/legal/government/japan-recognise-cryptocurrency-financial-assets-nhk-says-2026-07-15/
Japan’s New Crypto Rules, Tax Framework and Potential ETFs — CoinDesk
https://www.coindesk.com/policy/2026/07/15/japan-reclassifies-crypto-as-a-financial-asset-paves-way-for-tax-cuts
FATF Warns Organized Crime Is Exploiting Crypto Regulatory Gaps — Reuters
https://www.reuters.com/legal/government/organised-crime-groups-move-billions-through-crypto-global-financial-crime-2026-07-16/
T. Rowe Price Debuts ETF With Bitcoin and Crypto Exposure — Bitcoin Magazine
https://bitcoinmagazine.com/news/t-rowe-price-debuts-new-bitcoin-etf
Crypto.com Secures $400 Million Citadel Securities Investment — Bitcoin Magazine
https://www.reuters.com/legal/transactional/citadel-securities-invests-400-million-cryptocom-20-billion-valuation-2026-07-16/
Cloudflare x402 Integration Opens Door for Bitcoin AI Micropayments — Bitcoin Magazine
https://bitcoinmagazine.com/business/cloudflare-x402-integration-opens-door-for-bitcoin-in-ai-agent-micropayments
SBI Holdings Acquires Majority Stake in Coinhako — Bitcoin Magazine
https://bitcoinmagazine.com/news/sbi-holdings-takes-majority-stake-coinhako?utm_source=chatgpt.com
Keel Infrastructure Consolidates Bitcoin Mining Sites Into AI Campus — Bitcoin Magazine
https://bitcoinmagazine.com/news/keel-infrastructure-to-consolidate

Podcast Universe

The End of the 4-Year Bitcoin Cycle — Why the Capital Cycle Is Next, with Alex Leishman
https://podcasts.apple.com/gb/podcast/bitcoin-magazine-podcast/id1459884105

Robinhood Chain, Onchain Lending and Bitcoin’s BIP-110 Debate — Galaxy Grid
https://www.galaxy.com/insights/podcasts/galaxy-grid/robinhood-chain-onchain-lending-and-bitcoin-s-bip-110-debate

Why Bitcoin’s Lack of Yield Keeps Straining Treasury Companies — Unchained
https://podcasts.apple.com/nz/podcast/why-bitcoins-lack-of-yield-keeps-straining-its/id1123922160?i=1000775267617

Why Bitcoin Sovereignty Beats ETF Convenience — Bitcoin for Corporations Show
https://pocketcasts.com/podcast/bitcoin-magazine-podcast/edc38ec0-5088-0137-f266-1d245fc5f9cf