BF226 - The Grind Continues: Bitcoin, AI Power, CLARITY and the Fight Over BIP 110 - 7/26/26

🎙 Bitcoin Fortress Podcast — Episode 225 The Grind Continues: Bitcoin, AI Power, CLARITY and the Fight Over BIP 110

Date: July 26, 2026
Block Height: 959719
Moscow Time: 1544
Fees: 1 / 3 /3

 

In this episode:

In this episode, we examine Bitcoin's steady recovery as institutional ETF inflows improve and the market begins to stabilize despite rising oil prices, elevated real yields, and ongoing geopolitical uncertainty. We explore the growing convergence between Bitcoin mining and artificial intelligence infrastructure, the evolving economics of Bitcoin treasury companies, and the latest developments surrounding the CLARITY Act in Washington. We also dive into the spirited debate over BIP 110 and Bitcoin governance, recap the most insightful conversations from the Bitcoin podcast universe, feature Week 10 of A Bitcoin Way of Life, and share an update on all four Bitcoin Fortress books—including a teaser for what's coming next.

 

Bitcoin Fortress YouTube Channel:

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

 

Bitcoin Fortress Substack Featured Post:

Hope Without Illusion - A Bitcoin Way of Life - Week 10
https://bitcoinfortress.substack.com/p/a-bitcoin-way-of-life-week-10

 

Bitcoin Fortress Books:

• Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners

• Bitcoin Retirement and Estate Planning

• The Bitcoin Lifestyle

• The Architecture of Money

Follow me on Nostr:

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NEWS (July 19, 2026 – July 26, 2026)

Bitcoin market and macro

1. Bitcoin Rally Faces Key Test at $68,000 — CoinDesk
2. Optimistic Signals Meet a $68,000 Wall — The Block
3. Bitcoin Hits One-Month High Above $66,000 — CoinDesk
4. Morgan Stanley Bitcoin ETF Nears $400 Million — Bitcoin Magazine
5. Bitcoin Bulls Face a Historic Real-Yield Test — CoinDesk
6. Bitcoin Retreats as Oil Tops $85 — CoinDesk
7. Bitcoin Wilts as Oil and Rates Rise — CoinDesk
8. VanEck Mid-July 2026 Bitcoin ChainCheck — VanEck

Mining, AI, and treasury companies

9. Hut 8 Signs $9.8 Billion AI Data-Center Lease — Reuters
10. Big Tech’s AI Backstops and TeraWulf — Financial Times
11. Smarter Web Company Sells Bitcoin to Repay Debt — Bitcoin Magazine
12. Strategy Bitcoin Sales Highlight Treasury-Company Pressure — Reuters
13. Jack Mallers Steps Down at Twenty One Capital — The Block

CLARITY Act and public policy

14. Fidelity Backs the CLARITY Act — Bitcoin Magazine
15. Senator Warren’s Statement on the Revised CLARITY Act — Senate Banking Committee
16. Progressives Pressure Senator Gillibrand Over Crypto Bill — Axios
17. State Department Freedom Technology Program — Bitcoin Magazine
18. Bitcoin Magazine News: Goldman Sachs, Kazakhstan and CLARITY Developments

Bitcoin protocol and podcast universe

19. Stephan Livera Podcast 757: Lyn Alden on BIP 110 and Fiscal Dominance
20. Stephan Livera Podcast 758: Daniel Buchner on BIP 110
21. Rabbit Hole Recap 417: The Grind Continues