Episode Details
Back to EpisodesBF234 - When the Safe Asset Isn’t Safe - 9/27/26
Description
Date: September 27, 2026
Block Height: 968863
Moscow Time: 1184
Fees: 1 / 1 /1
In this episode: Bitcoin pushes back toward the mid-$80,000s as ETF inflows accelerate, while stress continues to build in the supposedly “safe” parts of the financial system. We look at the 10-year Treasury above 5%, Japan raising rates while the yen weakens, tightening global diesel supplies, Strategy buying Bitcoin again, Sequans exiting its Bitcoin treasury, and the continued migration of traditional finance onto digital rails. We also explore this week’s Bitcoin podcast conversation around sovereign debt, global liquidity and Bitcoin’s declining volatility before finishing with The Gift of Solitude and a different kind of sovereignty—the ability to be comfortable with your own thoughts in an increasingly noisy world.
Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
Bitcoin Fortress Substack Featured Post:
The Gift of Solitude
https://bitcoinfortress.substack.com/p/the-gift-of-solitude
Bitcoin Fortress Books:
- Bitcoin Fortress: A Simple Guide to Bitcoin for Beginners
- Bitcoin Retirement and Estate Planning
- The Bitcoin Lifestyle
- The Architecture of Money
- The Sovereign Life
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NEWS (September 20, 2026 – September 27, 2026)
Bitcoin & MarketsWall Street Journal — Bitcoin Jumps Above $86,000 to Eight-Month High
BeInCrypto — Bitcoin ETFs Pull In a Record $2.39 Billion
CoinDesk — Bitcoin’s Bear Markets Are Getting Milder
Yahoo Finance / Investing.com — Bitcoin Holds Near $84,000 as Treasury Yields Rise
Macro, Bonds & EnergyU.S. Treasury — Increased Long-End Treasury Buybacks
Reuters — Fed’s Collins Supports Rate Hike Amid Inflation Risks
Reuters — Yen Weakens Despite Bank of Japan Rate Increase
Bitcoin Treasury Companies