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No. 012 · Week of October 14, 2026

Bitcoin Core 32.0 misses its October 10 release date and ships a fourth release candidate on Oct 12 instead, with no new date — the Oct 10 backport batch (PR #36427, eight fixes) having been held while reviewer willcl-ark corrected a stray commit-message reference on Oct 8, leaving two security fixes (a wallet-name command execution path present since v24.0, and a 16-connection REST memory blowup to ~3GB) sitting in a test build while the network runs 31.1

  • September CPI prints 0.6% m/m and 3.7% y/y against 3.6% expected and BTC falls below $82,000, ~35% under the record, after Williams says one more hike may still be appropriate but none in 2027
  • leverage clears twice, $1.09B into Oct 9 at nine-to-one longs and $771M on Oct 12
  • ETFs lose ~$679M in the week to Oct 9 then take $110M over two sessions, still −7,502 BTC on a 7-day view
  • the CFTC rulebook hits the Federal Register Oct 13 with comments to Dec 14, the SEC's closes Oct 20, and three commissioners across both agencies are writing it
  • Strategy buys 250 BTC for $21.5M and $192.4M of its own preferred
  • difficulty retargets ~+5% Oct 16 after the year's flattest adjustment
  • OpenSats funds its first five red-team grants, covering AI research costs
  • LDK and Core Lightning both patch theft-capable channel-reestablishment bugs with no confirmed losses.
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