š Bitcoin Fortress Podcast ā Episode 240
The Great Financial Rewiring
Date: November 8, 2026
Block Height: 975085
Moscow Time: 1320
Fees: 1 / 1 /2
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ABOUT THIS EPISODE
The global financial system is being rewired, and several powerful forces are converging at once. Bitcoin is navigating another liquidity-driven selloff, Treasury markets are confronting persistent inflation and enormous government borrowing, Wall Street is moving traditional assets onto blockchain infrastructure, and artificial intelligence is challenging the economics of work, capital, and entrepreneurship. In Episode 240, we connect the week's most important developments, examine the opportunities and risks behind the AI infrastructure boom, and explore what these changes mean for monetary sovereignty and individual independence. We also feature recent podcast conversations with Jeff Booth, Jordi Visser, Lyn Alden, and Cathie Wood, highlight the Substack essay The Return of the Real World, and revisit the five Bitcoin Fortress books, including the newly published The Sovereign Life.
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Bitcoin Fortress YouTube Channel:
https://www.youtube.com/channel/UCEPGN1YCIQcMxkUig5GaNrQ
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Bitcoin Fortress Substack Featured Post:
The Return of the Real World
https://bitcoinfortress.substack.com/p/the-return-of-the-real-world
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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:
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NEWS (November 1, 2026 ā November 8, 2026)
Bitcoin markets and liquidity
1. Bitcoin tumbles to $76,000 as collapsing AI trade drags stocks lower ā CoinDesk, Nov. 5. Bitcoin, equities and the AI selloff.
2. More than $1 billion in leveraged crypto positions liquidated ā CoinDesk, Nov. 5. Derivatives liquidations and forced deleveraging.
3. Bitcoin ETFs shed $430 million following technology selloff ā CoinDesk, Nov. 6. Institutional flows and ETF redemptions.
Treasury markets, macro and politics
4. Strong October employment report sends Treasury yields higher ā Reuters, Nov. 6. Payrolls, Fed policy and rates.
5. Federal Reserve H.15 ā Treasury yields and interest rates ā Federal Reserve. Official rate data, supplemented by CoinDesk's November 5 bond-market coverage.
6. Democrats win control of Congress in the 2026 midterms ā Associated Press, Nov. 3.
7. Voters demanded economic relief; both parties face difficult choices ā Associated Press, Nov. 8.
Digital assets and financial infrastructure
8. Democratic sweep could be final blow to the CLARITY Act ā CoinDesk, Nov. 4.
9. Stablecoins and tokenization may survive regulatory uncertainty ā CoinDesk, Nov. 4.
10. Morgan Stanley brings stocks and Treasuries onto blockchain infrastructure ā CoinDesk, Nov. 4.
11. NYSE expands tokenized securities infrastructure ā CoinDesk, Nov. 2.
12. Standard Chartered introduces tokenized deposits in Hong Kong ā CoinDesk, Nov. 2.
Artificial intelligence and infrastructure
13. Data centers took a beating in the midterms; AI firms felt the pain ā Reuters, Nov. 6.
14. Anthropic reports $567 million quarterly operating loss ā CoinDesk, Nov. 2.
15. AMD's OpenAI and Meta chip deals trigger $1 billion charge ā Reuters, Nov. 4.
16. Two articles covering the Bitcoin mining industry's transition toward AI:
Google's potential ownership stake in TeraWulf's AI project
Riot's potential 12% AI infrastructure financing cost
Security and sovereignty
17. Binance's $6.3 billion hack began with a fake job interview ā CoinDesk, Nov. 3.
18. Bitcoin developer proposes defensive measures against quantum attackers ā CoinDesk, Nov. 5.
The Bitcoin Podcast Universe
Jeff Booth with Luke Gromen
Technological deflation, global debt and Bitcoin
Watch the conversation
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Jordi Visser with Natalie Brunell
The S&P 500, entrepreneurship, AI and financial transformation
Watch the conversation
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Lyn Alden ā Wealth Building Podcast
What to Own in 2027 & Beyond
Watch the interview
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Cathie Wood ā ARK Invest, In The Know
Did the Market Overreact?
Watch the presentation
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See more