BF187 - Top Bitcoin News - 10/26/25

Bitcoin Fortress Podcast Show Notes — Episode 187

Recorded: Sunday, October 26, 2025
Block height: 920,915 | Moscow Time: 880 | Fees: 1/1/1 sats/vB

Featured Substack Post

• Bitcoin Fortress Episode 4: How to Use Bitcoin — Read at: https://open.substack.com/pub/bitcoinfortress/p/bitcoin-fortress-episode-4-how-to

Also, check out my books:

• Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners

• Bitcoin Retirement and Estate Planning

• The Bitcoin Lifestyle

Follow me on Nostr:

npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5

Market Action & Flows

1. Spot ETF inflows rebound (~$446 M) etc. — Dashboard: Farside Investors Farside

2. CoinShares weekly outflows (BTC −$946 M; alts green) 

3. Whipsaw price action / ~$657 M liquidations on Oct 22 — “Crypto Sell-Off: $320M Liquidations as Bitcoin Falls Below $108K” (CoinDesk) CoinDesk

4. StanChart sub-$100k flush possibility 

5. “Uptober” wobble — seasonality stress 

Institutions, Products & Market Structure

6. FalconX to acquire 21Shares — Reuters coverage 

7. Capitol Hill push for market-structure bill

8. CoinShares dashboard reference — Farside Investors flow data Farside

9. ETF flow tracker dispersion (IBIT vs peers) — BitBo ETF flows table Bitbo

10. Gold → Bitcoin rotation chatter — CryptoSlate article “$1.2B exits US Bitcoin ETFs …” CryptoSlate

Corporate Treasuries & Public Companies

11. MicroStrategy +168 BTC (Oct 20 filings) 

12. Crypto-treasury caution (~$17B retail losses) 

13. Mid-cap treasury adds (~150 BTC) — PRNewswire: Hyperscale Data Bitcoin Treasury Climbs to $60 Million

Mining, Infrastructure & Compute

14. ISS recommends reject CoreWeave deal for Core Scientific — Reuters: link Reuters+1

15. CoreWeave urges YES (proxy fight) — available via Finviz article: link Finviz

16. Bitdeer Sept ops +20.5% m/m — IR: Bitdeer Press Release

17. Miners → AI/HPC commentary 

18. Riot earnings on deck — Riot IR page public: IR Page

Freedom Tech, Lightning & Self-Custody

19. Lightning for treasuries Op-Ed — CoinDesk: link

20. LN fundamentals refresher — BraveNewCoin article: link Brave New Coin

Policy, Enforcement & Macro

21. Macro pulse Oct 20: global markets graphic — Reuters: link

22. US–China overhang still in VAR — Reuters earlier: link

23. Congressional crypto market-structure momentum 

Adoption & Culture

24. UK/EU access momentum 

25. Education spike after volatility 

26. Streaming/podcast cross-pollination

Security / Incidents

27. Quiet week no mega-hacks 

Venture, Company Moves & Capital

28. Messari: 31 deals / $197M — Messari Report

29. Blockstream Capital Partners acquires Berglinde AG — BTC Times link

30. Miners’ equities in motion (RIOT/BTDR) — Finviz News link

Extra Market Color

31. Day by day ETF prints — Farside flows table above

32. OG whale skepticism: large short-put returns