Episode Details

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.

Bitcoin Fortress YouTube Channel:

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

Bitcoin Fortress Substack Featured Post:

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

Bitcoin Fortress Books:

• Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners

• Bitcoin Retirement and Estate Planning

• The Bitcoin Lifestyle

• The Architecture of Money

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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

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