🎙 Bitcoin Fortress Podcast — Episode 239 The New Economics of Scarcity Date: November 1, 2026 Block Height: 974157 Moscow Time: 1282 Fees: 1 / 1 /2   ABOUT THIS EPISODE AI is repricing human labor. Debt is repricing capital. Bitcoin is challenging the monetary system beneath it all. In Episode 239, we explore the $6.3 billion Binance hack, Bitcoin's latest drawdown, the Fed's difficult monetary policy choices, the AI spending boom, and new long-term Bitcoin forecasts. We also examine the future of digital dollars, the importance of self-custody, and what these developments mean for financial sovereignty.   Bitcoin Fortress YouTube Channel: https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ   Bitcoin Fortress Substack Featured Post: The Price of Human Labor https://bitcoinfortress.substack.com/p/the-price-of-human-labor   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 Follow me on Nostr: npub122fpu8lwu2eu2zfmrymcfed9tfgeray5quj78jm6zavj78phnqdsu3v4h5   NEWS (October 25, 2026 – November 1, 2026) Bitcoin, Security & Sovereignty 1. Binance's $6.3 Billion Security Breach — Reuters: Binance to Resume Withdrawals After Recovering Stolen Funds 2. Bitcoin Sells Off Following Binance Hack — Reuters: Analysts React to Binance Security Breach 3. Strategy Reports Record Third-Quarter Operating Income — Strategy: Q3 Financial Results — $21 Billion Operating Income (October 29).   Nasdaq 4. Franklin Templeton Launches Bitcoin Dividend-Reinvestment ETFs — Bitcoin Magazine: Franklin Templeton Launches Two Bitcoin DRIP ETFs 5. Solo Miner Finds Bitcoin Block 973,262 — Bitcoin Magazine: FutureBit Apollo Solo Miner Finds Bitcoin Block Monetary Policy, Debt & Energy 6. Federal Reserve Holds Rates at 3.75%–4% — Bitcoin Magazine: Fed Keeps Rates Steady in Split Vote 7. Bond Investors Shift Their Attention to AI and Fiscal Deficits — Reuters: Bond Investors Are Thinking Less About the Fed and More About AI, Deficits 8. Bank of Canada Raises Interest Rates — Reuters: Bank of Canada Raises Key Rate to 2.50% 9. OPEC+ Maintains Production Targets Amid Energy Inflation — Reuters: OPEC+ Keeps Oil Output Targets Steady Artificial Intelligence & Human Labor 10. Microsoft Offers Buyouts to Approximately 60,000 Employees — Reuters: Microsoft Offers Employee Buyouts 11. Investors Demand Cash Flow From the AI Spending Boom — Reuters: Cash Is King as Investors Draw New Battle Lines in AI Spending Boom 12. Meta's AI Spending Pressures Its Credit Outlook — Reuters: S&P Global Revises Meta's Outlook to Negative 13. UPS Sees a $15 Billion Opportunity in AI Infrastructure — Reuters: UPS Sees Annual Revenue Opportunity From Data Center Boom Bitcoin Adoption & the Future of Money 14. Bitwise Raises Its 2036 Bitcoin Target to $1.6 Million — Bitcoin Magazine: Bitwise Raises Bitcoin Price Target 15. U.S. Treasury Outlines Its Digital Asset Strategy — Bitcoin Magazine: U.S. Treasury Says U.S. Will Win in the Digital Asset Stack as CLARITY Act Stalls (October 28).   Bitcoin Magazine 16. Treasury Sanctions North Korean Fake-Worker Networks — Bitcoin Magazine: U.S. Treasury Sanctions Crypto Launderers Behind North Korea's Fake Workers (October 29).   Bitcoin Magazine 17. Google Develops Institutional Split-Key Crypto Custody — Bitcoin Magazine: Google Debuts Bank-Grade Crypto Custody Tool 18. Coinbase Misses Revenue Expectations as Trading Activity Slows — Bitcoin Magazine: Coinbase Misses Revenue Estimates as Users Fall   Bitcoin Podcast Universe TFTC — Marty Bent and Matthew Mežinskis Bitcoin Is Cheap and Nobody Believes It — October 27, 2026. A discussion of Bitcoin valuation, market sentiment, and the disconnect between short-term price action and long-term fundamentals. TFTC Podcast TFTC — Ten31 Timestamp: Spirit of '63 October 26, 2026. AI infrastructure, stablecoins, Treasury financing, and historical parallels with the National Currency Act of 1863. TFTC on Apple Podcasts Coin Stories — Natalie Brunell with Lyn Alden The Invisible Rug Pull, Gold's Next Move & Bitcoin in 2036 — October 30, 2026. Lyn discusses Bitcoin's long-term outlook, monetary risks, and the potential impact of AI on cryptographic security. Watch the Lyn Alden Interview