BF181 - Top Bitcoin News - 9/14/25

📜 Show Notes — Bitcoin Fortress Podcast, Episode 181

Recorded: September 14, 2025 Block Height: 914,680 • Moscow Time: 864 • Fees (low/med/high): 1 / 3 / 4 sats/vB

Segment Sources (1–31)

1. Bitcoin-proxy equities cool / premiums compress — Reuters overview of “bitcoin hoarder” stocks pullback; FT analysis of the “crypto treasury” trade. Link: https://www.reuters.com/business/bitcoin-buyers-plunge-investors-crypto-euphoria-fades-2025-09-10/ Reuters Link: https://www.ft.com/content/ad063ed3-4c69-40e6-a478-40e0061d1b3c Financial Times

2. S&P 500 & MicroStrategy (index inclusion context) — S&P U.S. Indices methodology (eligibility criteria); recent coverage of non-inclusion. Link: https://www.spglobal.com/spdji/en/documents/methodologies/methodology-sp-us-indices.pdf S&P Global Link: https://www.investopedia.com/strategy-misses-s-and-p-500-inclusion-this-month-will-it-ever-make-the-cut-11805904 Investopedia

3. Macro check (CPI, jobs, Fed path) — Reuters economist poll on September cuts; Investopedia FOMC preview; CME FedWatch. Link: https://www.reuters.com/business/september-fed-rate-cut-done-deal-least-one-more-follow-by-year-end-2025-09-11/ Reuters Link: https://www.investopedia.com/next-fed-meeting-september-11808225 Investopedia Tool: https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html CME Group

4. September seasonality vs. new demand — Background on flows & seasonality via CoinDesk flows recap. Link: https://www.coindesk.com/markets/2025/09/12/bitcoin-etfs-record-fourth-consecutive-day-of-inflows-adding-usd550m CoinDesk

5. U.S. strategic Bitcoin reserve discourse — Trump EO / policy statements & ongoing commentary. Link: https://www.politico.com/news/2025/03/06/trump-executive-order-create-strategic-reserve-crypto-00217147 Politico Link: https://www.reuters.com/technology/trump-administration-views-bitcoin-reserve-digital-fort-knox-senior-officials-2025-03-07/ Reuters Link: https://www.reuters.com/technology/us-treasury-chief-says-plan-be-put-place-acquiring-crypto-2025-03-07/

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