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BF187 - Top Bitcoin News - 10/26/25


Episode 376


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

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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
  1. FalconX to acquire 21Shares — Reuters coverage 

  2. Capitol Hill push for market-structure bill

  3. CoinShares dashboard reference — Farside Investors flow data Farside

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

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

Corporate Treasuries & Public Companies
  1. MicroStrategy +168 BTC (Oct 20 filings

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

  3. Mid-cap treasury adds (~150 BTC) — PRNewswire: