NEW POD | "We're now in full bull mode." Matt Hougan, Bitswise CIO joins to discuss: 🔸 Why he says the Fed no longer matters 🔸 His goal: cash out of an ETF in BTC 🔸 The Bitwise model that predicts $1.3M BTC Full Interview: Fountain:

Rob Wallace | Bitcoin News • “Bitcoin Is Now In FULL Bull Mode.” | Matt Hougan • Watch on Fountain

Matt Hougan says wealth managers are about to become the next major wave of Bitcoin buyers, and he is calling it full bull mode. He also thinks the...

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“Bitcoin Is Now In FULL Bull Mode.” | Matt Hougan

Rob Wallace | Bitcoin News · Episode

SAMSON MOW AND BITCOIN RED TEAM CLASH OVER LIQUID HACK DISCLOSURE Samson Mow and Bitcoin Red Team researcher Calle are publicly clashing over whether security warnings related to the Liquid Network exploit were properly handled. Calle suggested Blockstream’s failure to act on a Red Team email ultimately “cost” 600 BTC, prompting Mow to respond that “no emails were ignored.” Calle said the Red Team will publish its complete account of the disclosure process after Blockstream restores normal Liquid operations and releases its postmortem. Mow separately warned against blindly trusting AI-generated security reports, arguing that unverified fixes can introduce new vulnerabilities and criticizing researchers who prioritize “clout” over protecting Bitcoin.

TRUMP PROMISES $5,000 DIVIDEND TO EVERY ADULT AMERICAN IF REPUBLICANS WIN CONGRESS President Trump says he will issue a $5,000 dividend to every adult U.S. citizen if Republicans win both the House and Senate, citing the country’s “tremendous economic success.”

WARNING: TREZOR AND BITBOX USERS TARGETED IN EMAIL PHISHING ATTACK Trezor and BitBox users are being targeted with fake “Critical Security Alert” emails claiming an STM32 microcontroller entropy vulnerability has compromised wallet recovery phrases. Trezor says its third-party email provider was breached, allowing attackers to send phishing emails appearing to come from its legitimate domain. The emails direct users to a fake “entropy check” tool. Trezor says the domain has been taken down and it is investigating how the attackers gained access. Do NOT click the links or enter your recovery phrase anywhere.

JACK DORSEY’S BLOCK APPLIES FOR NATIONAL TRUST BANK CHARTER TO OFFER BITCOIN CUSTODY Block has applied to the OCC to establish Builders Bank & Trust, a federally regulated national trust bank. If approved, it would provide custody and related fiduciary services for Bitcoin and stablecoins. The proposed bank would focus on safeguarding customer assets, rather than operating like a traditional bank that accepts checking or savings deposits and makes loans. Lee Woolley, Block’s Digital Asset Strategy Lead, would serve as President and CEO.

WSJ: BITCOIN IS MORE THAN AN INVESTMENT, SAYS HUMAN RIGHTS FOUNDATION’S ALEX GLADSTEIN In a new essay, @gladstein argues that Bitcoin’s most overlooked promise is financial freedom for people living under collapsing currencies and authoritarian regimes. He points to its use by human-rights groups in Russia and Nigeria, as well as savers in countries where local currencies have lost significant purchasing power. “Maybe bitcoin isn’t for you, but it is for them.”

Why after all the encrypted messages with Blockstream did the “white hat” hackers send a :( ?

Bitcoin difficulty rose 1.31% at block 965,664, the eighth increase of 2026, and now sits at 127.45 trillion. Hashprice jumped 22% in a month, from $32.42 to $39.63 per PH/s per day, while hashrate is still around 934 EH/s, below 1 ZH/s. Fees were only 0.43% of miner rewards over the last day. Miners are being paid by bitcoin's price, not by a fee market.

MEMPOOL.SPACE ACCELERATOR USED TO SPEED UP 3,400 BTC LIQUID RETURN The transaction returning 3,400 BTC to the Liquid Federation was prioritized by 82.7% of network hashrate and confirmed by Foundry in the next block. The return transaction was RBF-enabled, meaning the sender could have bumped the fee for a few thousand sats. Instead, someone paid for mempool.space’s accelerator, which can speed up a transaction without requiring the sender’s signature. It makes sense to use the accelerator when 3,400 BTC is on the line and the recipient wants the transaction confirmed. The remaining question is what happens to the roughly 600 BTC (15% of the stolen funds) still held by the purported white-hat hacker.

"A model posted on Bitcoin Talk in 2013 predicted $93,000 for today. Bitcoin was $25 when it was written." Sminston With joins to discuss: 🔸 The first Bitcoin Power Law from 2013 🔸 $1M BTC between 2033-2036 🔸 What Power Law critics miss Watch: Spotify:

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"$840K Bitcoin by 2031." | Sminston With

Rob Wallace | Bitcoin News · Episode

Fountain:

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Rob Wallace | Bitcoin News • "$840K Bitcoin by 2031." | Sminston With • Watch on Fountain

Back in 2013, an anonymous poster named Dacoinminster wrote a single forum post that has quietly predicted Bitcoin's price for over a decade. Smins...

Summer might be over, but Bitcoin’s institutional bid is coming back in force. Our latest newsletter drops tomorrow, digging into the flows and what they could signal for what comes next. Subscribe to get it straight to your inbox:

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Coldcard and Liquid hacks. bitcoin: unfazed

BLOCKSTREAM RESPONDS ONCHAIN TO “WHITEHATS” WHO EXPLOITED 4,000 BTC FROM LIQUID NETWORK Blockstream has responded onchain to the “whitehats” who requested contact after exploiting 4,000 BTC from the Liquid Network: “Please contact security@blockstream.com” This is a developing story.

🚨 LIQUID NETWORK SEES ~4,000 BTC MOVE AS “WHITEHATS” LEAVE ONCHAIN MESSAGE Roughly 4,000 of 4,200 BTC associated with a Liquid Network peg-out transaction appears to have moved at once. An OP_RETURN message attached to a subsequent transaction reads: “we are whitehats. contact us on chain” TXID: c103de95817b43f2df635ec6f35ff126ca26a7c6d20570c4b01866b2b3e69a19 The nature of the transaction and whether the funds were moved through an exploit remain unclear, but it does not look good.

NEW POD | "Six months after this signal, Bitcoin is up about 50% on average, going back to 2020." Caleb Franzen joins to discuss: 🔸 Why he never aims for the bottom 🔸 Yield curve control without the Fed 🔸 The signal that's only fired 5 times since 2018 Watch: Fountain:

Rob Wallace | Bitcoin News • Bitcoin Just DESTROYED $80K Resistance [There's No Going Back Now] | Caleb Franzen • Watch on Fountain

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Bitcoin Just DESTROYED $80K Resistance [There's No Going Back Now] | Caleb Franzen

Rob Wallace | Bitcoin News · Episode

🇸🇻 EL SALVADOR’S RECENT BITCOIN ACCUMULATION CAME FROM PRIVATE DONATIONS, IMF SAYS The IMF says El Salvador’s Bitcoin accumulation since its first program review in June 2025 was funded entirely through private donations and did not involve public resources. The government is not expected to accumulate additional Bitcoin going forward beyond documented donations. The disclosure comes as IMF staff reached an agreement with El Salvador on its latest program reviews, which could unlock another $140 million in financing.

NEW: Pantera's Dan Morehead said the U.S. is printing about $2T extra a year, with the CBO seeing $3.6T in a decade. The U.S. is the world's largest net debtor, and Bitcoin's supply is capped at 21M. That, he said, is what is pulling people out of paper money.

A $70M Hollywood film titled Bitcoin has entered post-production, directed by Doug Liman and starring Gal Gadot, Casey Affleck, Pete Davidson, and Isla Fisher. Reporting around the script says it leans toward Craig Wright as Satoshi Nakamoto. A U.K. court already rejected that claim, and Wright's own site later said he is not Satoshi. Calvin Ayre is tied to the production.

NEW: Japan's 10-year government bond yield touched 3% for the first time since September 1996. The yield has more than tripled in two years. Tokyo already assumed 3% long-term rates when it budgeted debt-service costs for fiscal 2026. Japan is the largest foreign holder of U.S. Treasuries. Higher yields at home can pull capital out of global risk markets, including Bitcoin.

NEW: Adam Back subscribes €7.6M into Paris-listed Capital B, the Euronext Growth bitcoin treasury firm. The placement is 13,181,030 shares with four warrants each at €0.58 per unit, for about €7.3M net. Capital B says that cash, plus operating funds, could buy 376 more Bitcoin and lift potential holdings to 3,521 BTC.