BF227 - The Bear Market Exposes Everything - 8/2/26
🎙 Bitcoin Fortress Podcast — Episode 227 The Bear Market Exposes Everything Date: August 2, 2026 Block Height: 960749 Moscow Time: 1584 Fees: 1 / 3 /3 In this episode: In this episode, we examine how the bear market is exposing weak security assumptions, fragile business models, and hidden leverage across the Bitcoin ecosystem. We cover the Coldcard vulnerability, Strategy’s evolving capital structure and preferred securities, Coinbase’s continuing losses, ETF flows, miner capitulation, the AI pivot, the Federal Reserve, the growing federal debt burden, the CLARITY Act, and the end of BitMEX…
The skinny
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