BTC Daily Intelligence Bulletin (DIB)
Block: 911,930
DTG/ICOD: 1200Z 27AUG2025
Precedence: Routine FNG (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump's 50% tariff on India kicks in/ Heavy Rainfall in India’s Himalayas/ Drone Debris Sparks Roof Fire in Rostov-on-Don/ U.S. Security Support — European-Led Mission in Ukraine/ Danish Diplomat Summoned Over U.S. Activity in Greenland/ FEMA Staff Placed on Administrative Leave/ Cracker Barrel Reverts to Classic Logo/ First U.S. Case of New World Screwworm Confirmed/ U.S. Economic Data Goes On-Chain/ Trump Media & Crypto.com Launch $6.4B CRO Treasury Firm/ U.S. Security & Privacy Breach — Social Security Account Data Exposed by DOGE/ Social Security Account Data Exposed by DOGE/ Meta Superintelligence Labs Faces Key Departures/ Teen’s Parents Sue OpenAI Over ChatGPT’s Role
Market Data: Price: 1 BTC= $111,292 32.96 oz Gold, .26 Median US House
24hr Hi: $112,399 / Lo: $109,337
Volume: $37.70 B
Mkt Cap: $2.21 T
HashRate: 970 EH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Trump's 50% tariff on India kicks in as Modi urges self-reliance
U.S. enacted a punitive 50% tariff on a broad range of Indian exports starting Aug 27, doubling August's initial 25% duties citing India's purchases of discounted Russian oil. The measures target labor-intensive commodities like garments, jewelry, seafood, and chemicals, while temporarily exempting pharmaceuticals and semiconductors. Prime Minister Modi denounced the tariffs as “unfair, unjustified and unreasonable,” and pledged tax reforms while calling on citizens to embrace “Made in India” goods and self-reliance. He also defended farmers and local industries, promising to shield them from trade shocks. A planned U.S. trade delegation visit was canceled, and Modi scheduled a trip to China, signaling a strategic pivot (Guardian)
2. Heavy Rainfall in India’s Himalayas
Devastating monsoon rains pummeled India’s Himalayan region over the past 24 hours, triggering deadly landslides and flash floods. A landslide near the Vaishno Devi pilgrimage route in Jammu and Kashmir’s Katra area claimed at least 30 lives and caused extensive disruption. The region received an astonishing 726% above-normal rainfall since August 23. Multiple rivers overflowed, infrastructure was damaged, and critical services like power and communications were severely impacted.
(AP)
3. Drone Debris Sparks Roof Fire in Rostov-on-Don
Russian air defenses intercepted and destroyed 10 Ukrainian drones over the Rostov region. Falling debris from one downed drone caused an explosion that ignited a fire on the roof of a four-story apartment building in Rostov-on-Don. The fire prompted the evacuation of 15 residents. Authorities confirmed that the blaze was quickly contained and that, importantly, no injuries were reported. (Yahoo)
4. U.S. Security Support — European-Led Mission in Ukraine
The United States has informed its allies that it stands ready to provide an array of military enablers—including intelligence, surveillance, reconnaissance (ISR), command-and-control systems, air defense assets, and aircraft—to bolster a European-led postwar security mission in Ukraine. The plan envisages U.S. support without direct deployment of ground troops, enabling a European “coalition of the willing” to take primary responsibility. The proposed U.S. role covers enabling no-fly zones, feeding ISR data via satellite, and monitoring ceasefire adherence—effectively underpinning the mission with critical air-domain and surveillance capabilities. European leaders, especially from the UK and France, are coordinating troop commitments in concert with U.S. strategic support (FT)
-US Events-
1. U.S. Domestic Security — Trump Vows Unconstrained Power to Send Troops to Chicago
President Trump reiterated his intention to deploy the National Guard to Chicago, stating in the Oval Office, “I have the right to do anything I want to do,” framing it as a measure to curb what he calls rampant crime in the city. He has issued an executive order directing the creation of a rapid-response Guard force deployable nationwide. Chicago officials—Mayor Brandon Johnson and Governor J.B. Pritzker—have denounced the proposal as unconstitutional, unauthorized, and absent any formal state request. (Politico)
2. Danish Diplomat Summoned Over U.S. Activity in Greenland
Denmark has summoned the U.S. ambassador over suspected covert operations in Greenland involving individuals tied to the Trump administration. This follows renewed strategic interest in the Arctic, including Trump’s past proposals to acquire Greenland. Danish officials condemned the conduct as unacceptable interference in domestic affairs. (Reuters)
3. FEMA Staff Placed on Administrative Leave
More than a dozen FEMA employees were placed on administrative leave after signing an open dissent letter critiquing the Trump administration’s leadership and cuts to mitigation and disaster recovery programs. The letter, signed by approximately 180 current and former FEMA staffers, warned that inexperienced leadership and budget cuts could erode agency readiness to levels similar to the pre-Katrina era. Those on leave entered a "non-duty status" but continue to receive pay and benefits. (AP)
4. Cracker Barrel Reverts to Classic Logo
Within hours of intense backlash including sharp criticism from President Trump Cracker Barrel announced its decision to abandon its new minimalist logo and restore the original “Old Timer” design. The rebrand, unveiled as part of the “All the More” modernization campaign, removed key nostalgic elements sparking accusations of abandoning brand heritage and igniting a “woke” backlash among loyal customers. The stock rebounded immediately, rising approximately 9% in after-hours trading following the announcement. (Daily Beast) (AC maybe this was a genius marketing idea, when was the last time you talked about Cracker Barrel?)
5. First U.S. Case of New World Screwworm Confirmed
The CDC confirmed the first U.S. human case this year of New World screwworm, a flesh-eating parasitic fly, in a Maryland resident who recently traveled from El Salvador. The diagnosis occurred on August 4, 2025, and the individual has since fully recovered. The USDA responded by launching surveillance within a 20-mile radius and accelerating a plan to build a sterilized-fly production facility in Texas capable of releasing 300 million sterile male flies per week. This strategy mirrors successful eradication efforts dating back to the 1960s. Authorities assert the public health risk is very low and there have been no detected cases in animals. (Reuters)
-Regulatory and Legal-
1. U.S. Economic Data Goes On-Chain
The U.S. Department of Commerce announced during a White House Cabinet meeting that it will begin publishing key economic statistics including Gross Domestic Product (GDP) data on a blockchain platform to enhance transparency and modernize federal data sharing. Commerce Secretary Howard Lutnick described the initiative as the first step, with expectations to expand the system across other government agencies once the technical details are finalized. He noted this approach would allow stakeholders to “use the blockchain for data and distribution.” (Cointelegraph) (AC: Eye roll)
-CBDCs/World Currencies/Strategic Reserves-
1. Trump Media & Crypto.com Launch $6.4B CRO Treasury Firm
Trump Media & Technology Group has formed a partnership with Crypto.com and Yorkville Acquisition Corp. to launch Trump Media Group CRO Strategy, Inc., a publicly traded treasury firm focused on holding Cronos (CRO) tokens. The venture is backed by approximately $6.4 billion in funding. Trump Media will purchase $105 million worth of CRO and integrate it into its platforms, including Truth Social, via Crypto.com's wallet infrastructure. Crypto.com, in return, is investing $50 million in Trump Media stock. (CoinDesk)
-Institutional Concerns-
1. U.S. Security & Privacy Breach — Social Security Account Data Exposed by DOGE
A whistleblower complaint from SSA Chief Data Officer Charles Borges alleges that the Department of Government Efficiency (DOGE) copied the entire Social Security Administration database containing names, birthdates, and Social Security numbers of over 300 million Americans onto a cloud server lacking proper security controls and oversight. No breach has been reported, but experts warn this constitutes a significant vulnerability that could lead to mass identity theft. (AP)
-Economic Indicators-
1.
-Security Concerns-
1. U.S. Security & Privacy Breach — Social Security Account Data Exposed by DOGE
On August 19, 2025, an investor was defrauded of 783 Bitcoin in a social engineering attack where perpetrators impersonated both hardware wallet support and a crypto exchange. The attacker convinced the victim to hand over sensitive wallet credentials by posing as support staff. This allowed them to transfer the full amount in one go. Shortly after the theft, the stolen BTC was routed through Wasabi Wallet. The investigator did not identify the impersonated companies in question. (CoinDesk) (AC: Never input your private keys into anything. They are YOUR secret words.)
-Technology and Science-
1. Meta Superintelligence Labs Faces Key Departures
Less than 2 months after Zuck announced Meta Superintelligence Labs, at least 8 engineers, researchers, and leaders have already walked. Departing names include AI veterans behind PyTorch, Llama, and core GPU systems - many defecting to OpenAI, Anthropic, and startups. Some new hires didn’t even stick around a month. Departures are attributed to leadership instability and misalignment in vision, prompting concerns about internal cohesion. (Wired)
2. Teen’s Parents Sue OpenAI Over ChatGPT’s Role
Matt and Maria Raine have filed a wrongful-death lawsuit in San Francisco Superior Court against OpenAI and CEO Sam Altman, alleging that their son Adam was driven to suicide after prolonged interactions with ChatGPT. According to the complaint, the chatbot validated Adam’s suicidal ideation, provided step-by-step methods for self-harm, helped draft suicide notes, and discouraged him from seeking help from his parents—even when he uploaded a photo of a noose. (Reuters)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 51/100 (up 3)
Analyst Comments NSTR
Follow us on NOSTR:
@Bitcoin Veterans
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 918,184
DTG/ICOD: 1200Z 08OCT2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Gaza Talks Continue / Assassination Attempt on Ecuador President / US Shutdown Day 7, No Progress / Chicago Mayor Says ICE Should be Arrested / Comey Arraignment Today / Texas Guard Arrives in Chicago / Swedes May Exempt Bitcoin Taxes / New Platform Bring Bitcoin Standard to EU / SpaceX Trims Bitcoin Holdings / S&P Launches Digital Asset Index / Bitcoin on Exchanges Running Low / UST Yields Drop, Sentiment Low / EU Want Apple Data Backdoor, Crypto Keys at Risk / New Hackathon Seeks Bitcoin Apps /
Market Data: Price: 1 BTC= $122,660, 30.39 oz Gold, .28 Median US House
24hr Hi: $125,194 / Lo: $120,681
Volume: 82B (Up 22%)
Mkt Cap: $2.44T (Dow 1.5%)
HashRate: 1 ZH/s
Avg Fee Rate: 3 sats/vBtye (Up 50%)
---Reports---
-International Events-
1. Gaza ceasefire talks resume as Israel intercepts another aid flotilla: Negotiations to finalize a deal based on US President Donald Trump’s Gaza ceasefire plan are expected to continue for a third day in Egypt. A source said Israel and Hamas have made “progress.” Meanwhile, days after Israel detained dozens of activists on the Global Sumud Flotilla, another fleet of Gaza-bound aid ships carrying journalists, activists and medical professionals has been intercepted by Israeli authorities, organizers said. (CNN)
2. Five arrested after alleged ‘assassination attempt’ on Ecuador President Noboa: Noboa’s car was surrounded by a group of around 500 people throwing rocks as he traveled in a convoy to Cañar province, where he was scheduled to announce a set of infrastructure projects. Signs of bullet damage were later found on the car, according to the minister, but Noboa was not hurt in the attack. (CNN)
-US Events-
1. Government Shutdown Enters Seventh Day with Back Pay in Question: The US federal government shutdown continued as Congress failed to pass funding legislation, impacting essential services and furloughing workers. President Trump indicated that back pay for furloughed employees depends on individual circumstances, with the White House considering denying it to some. Airport delays spread nationwide due to staffing shortages from the impasse. (Reuters)
2. Chicago Mayor Brandon Johnson Calls for Arrests of ICE Officers: Chicago’s Democrat Mayor Brandon Johnson suggested on Tuesday that the Chicago Police should arrest ICE agents and other federal officers who he claims are breaking his new executive order aimed at hampering immigration enforcement. (Breitbart) (AC-This conflict between city, state control vs. federal control is expanding at a dangerous pace.)
3. Ex-FBI Director James Comey to be arraigned after Trump called for his prosecution: Comey is expected to be presented with the charges and plead not guilty at Wednesday’s hearing, which begins at 10 a.m. (NBC)
4. Texas national guard troops arrive in Chicago amid Trump’s crackdown: Chicago has already seen a ramping up of immigration enforcement in the past few weeks, as well as increasingly violent altercations in the suburb of Broadview, where law enforcement has been filmed deploying tear gas and pepper gas against protestors. The White House accused the Chicago mayor of “aiding and abetting criminal illegal immigrant killers, rapists, traffickers, and gang bangers”. (TheGuardian)
-Regulatory and Legal-
1. Sweden Proposes Bitcoin Tax Exemption: A Swedish MP proposed exempting Bitcoin transactions used for everyday payments from capital gains tax. This aims to simplify crypto use. (CoinGecko)
-CBDCs/World Currencies/Strategic Reserves-
1. Europeans Can Now Live On The Bitcoin Standard With Bringin: Estonian-based Bringin has launched its full Bitcoin financial services platform after successful beta testing. The platform offers eurozone users a comprehensive solution to save, store, send, receive, and spend Bitcoin in one simple app, allowing them to 'live the standard.' (BitcoinMag) (AC-Look for more of this type of offer in the marketplace, as living on a Bitcoin standard is currently not simple for the average person.)
-Institutional Concerns-
1. SpaceX Slashes Bitcoin Holdings, Maintains $1 Billion | 8,135 BTC Crypto Reserve: The aerospace manufacturer reduced its reserves from a 2021 peak of 28,000 BTC to the current 8,285 BTC. (Blockonomi)
2. S&P Dow Jones Indices to Unveil S&P Digital Markets 50 Index Tracking Cryptocurrencies, Digital Asset-focused Companies: S&P Dow Jones Indices will introduce the S&P Digital Markets 50 Index, tracking 35 companies and 15 cryptocurrencies in the digital asset space. The index aims to provide market participants with consistent tools to evaluate and gain exposure to the evolving industry. (Decrypt)
3. 114,000 BTC withdrawn from exchanges in 2 weeks: exchange reserves have fallen to 2.45 million BTC, their lowest level since 2017 according to CryptoQuant. And this, while bitcoin has broken new heights beyond $125,000. (CoinTribune) (AC-A key indicator of smart money pulling BTC off the exchanges.)
-Economic Indicators-
1. US 10-Year Yield Holds Decline: The yield on the US 10-year Treasury note fell to 4.1% on Wednesday after slipping about 4 basis points in the previous session, as growing concerns about the economic impact of the ongoing US government shutdown and global uncertainties lifted demand for safe-haven assets. (TradingEconomics)
2. US Economic Sentiment at 5-Month Low: The RealClearMarkets/TIPP Economic Optimism Index for the US fell to 48.3 in October 2025, its lowest reading since May and below market expectations of 49.3. This marks the second consecutive month the index has remained below the neutral 50 mark, signaling ongoing consumer pessimism. (TradingEconomics)
-Security Concerns-
1. Will Apple give governments Bitcoin private key backups via $80M iCloud backdoor?: The United Kingdom is weighing measures that could compel Apple to provide access to some iCloud data, raising a precise question for crypto users who keep wallets on iPhones and Macs. Users frequently produce screenshots of seed phrases and store them in Photos, jot down recovery words in Notes, or leave wallet app data inside a device backup. (CryptoSlate) (AC-DO NOT EVER LET YOUR KEYS TOUCH THE DIGITAL WORLD! Don't take pics of them, put them in notes, or even electronic password keepers.)
-Technology and Science-
1. Breez, Lightspark, and Tether Launch Time2Build, Global Hackathon with $25K | 0.2 BTC In Prizes to Boost Open-Source Bitcoin Integrations: This ambitious hackathon looks to create sustainable adoption of peer-to-peer money in applications used by millions. Eligible projects must use free and open-source software (FOSS) licenses, have active communities, and serve real-world users. (BitcoinMag)
-Bitcoin Community-
1. Bitcoin's Investor Base Has Shifted From Retail Speculators to Long-term Allocators: At the Token2049 conference, executives from Bitwise Asset Management and Aspen Digital noted the shift of Bitcoin's investor base from retail traders to long-term allocators. They highlighted the significant inflows into Bitcoin ETFs, signaling a more durable demand. Institutional participation in the crypto market has matured, with infrastructure improvements and reduced volatility. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 60/100 (Down 10 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: @Bitcoin Veterans
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 918,031
DTG/ICOD: 1200Z 07OCT2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: First Female PM Named in Japan / Gaza Talks Begin Today / Canada PM Visits Trump / FBI Reveals Spying on GOP for Political Purposes / Illinois, Chicago Sue US Government Over Deployment / SCOTUS Begins Big Session / Sen Lummis Say US SBR May Begin Soon / Biggest BTC Inflows / Bitcoin, Gold at ATHs / EU 'Chat Control' May Cause Signal to Depart / ChatGPT Goes From Chat to Platform
Market Data: Price: 1 BTC= $124,316, 31.40 oz Gold, .29 Median US House
24hr Hi: $126,198 / Lo: $123,431
Volume: 70B (Up 33%
Mkt Cap: $2.47T (Even)
HashRate: 1 ZH/s
Avg Fee Rate: 2 sats/vBtye (Even)
---Reports---
-International Events-
1. The woman poised to be Japan’s first female prime minister faces challenges: Japan’s embattled governing party has a new leader: former Economic Security Minister Sanae Takaichi, a hard-line conservative who is poised to become the country’s first female prime minister. Takaichi, 64, immediately needs to seek ways for her long-ruling Liberal Democratic Party to stay in power and regain public support by delivering measures to address inflation and diplomatic challenges. (AP)
2. Israel-Hamas Indirect Talks Begin in Egypt: Indirect negotiations between Israeli and Hamas officials commenced in Egypt yesterday, focusing on U.S.-proposed ceasefire terms, hostage releases, and a potential end to the Gaza conflict. (GlobalNews)
2. Canadian PM To Visit White House To Talk Tariffs: Canadian Prime Minister Mark Carney is slated to visit Washington again Tuesday in hopes of convincing President Donald Trump to ease US tariffs that are negatively impacting Canada's economy. (IBTimes)
-US Events-
1. FBI: Jack Smith, Biden DOJ Tracked Phone Calls of GOP Senators, Congressman: Nearly ten Republican senators and a representative had their private communications allegedly tracked by former Special Counsel Jack Smith under the Biden administration, FBI Director Kash Patel revealed Monday. (Breitbart)
2. Illinois Sues Over National Guard Deployment to Chicago: Illinois and Chicago officials filed a lawsuit on October 6, 2025, challenging President Trump's deployment of National Guard troops to the city as part of immigration enforcement operations. The suit argues the move violates state sovereignty and lacks congressional approval. (Fox/USNews)
3. Supreme Court Begins Term with Presidential Power Cases: The SCOTUS opened its new term on October 6, 2025, set to hear cases challenging presidential authority, including executive orders on immigration and tariffs. Justices rejected Ghislaine Maxwell's appeal, upholding her conviction on sex trafficking charges. (USNews)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
1. US could start funding Strategic Bitcoin Reserve “anytime,” Lummis confirms: “Legislating is a slog, and we continue to work toward passage, but thanks to President Trump, the acquisition of funds for an SBR can start anytime,” the Senator said, without disclosing any other details. (CryptoNews)
-Institutional Concerns-
1. Bitcoin and Ether ETFs Post Record Week With $4.5 Billion Combined Inflows: Crypto exchange-traded funds (ETFs) kicked off October with unstoppable momentum. Bitcoin ETFs amassed $3.24 billion in inflows, while ether ETFs added $1.3 billion. (BitcoinCom)
-Economic Indicators-
1. Bitcoin Hits Record $126,000 High During U.S. Government Shutdown:Investors shifted to the cryptocurrency as a safe-haven amid stock market dips. (X)
-Security Concerns-
1. Signal calls on Germany to vote against ‘Chat Control,’ saying it would leave EU market: The president of the Signal Foundation on Friday said the end-to-end encrypted messaging app will leave the European Union market rather than comply with a potential new regulation known as Chat Control. (RecordedFuture)
-Technology and Science-
1. OpenAI Just Turned ChatGPT Into an App Platform: OpenAI's new SDK lets developers build interactive tools that run inside chats, integrating services like Expedia, Canva, and Zillow. (Decrypt)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 70/100 (Down 1 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 917,901
DTG/ICOD: 1200Z 06OCT2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: France Government in Chaos / IDF Airstrikes in Gaza, Pressure on Hamas / US Hits Another Venezuelan Boat / Judge Halts CA National Guard Deployment to Oregon / Woman Agitator Shot by DHS in Chicago / SEC and CFTC Meet Over Crypto Regs / 5 Days in, Gov't Shutdown Has No End in Sight / If You Invested Your COVID Stimulus Into Bitcoin... / Engineer Makes Dashboards for Bitcoin Reserve Companies / Morgan Stanley Guidance Says Buy Bitcoin / Compare 5 Year S&P Gains to Bitcoin / ICE to Establish Social Media Intel Team / Buy a House with Bitcoin / Bitcoin on 60 Minutes
Market Data: Price: 1 BTC= $124,429, 31.56 oz Gold, .29 Median US House
24hr Hi: $124,526 / Lo: $122,459
Volume: 54B (Up 9%
Mkt Cap: $2.47T (Down 19%)
HashRate: 1 ZH/s
Avg Fee Rate: 2 sats/vBtye (Even)
---Reports---
-International Events-
1. France in crisis as government quits just hours after being appointed: The swift, unexpected resignation came after allies and foes alike threatened to topple the new government, with Lecornu saying that meant he could not do his job. The centrist president Macron could now call new snap elections, resign or try to appoint yet another prime minister. (Reuters)
2. Israeli Strikes in Gaza. Israeli forces conducted overnight airstrikes on multiple targets in Gaza on October 5, 2025, resulting in at least 25 Palestinian casualties and significant damage to residential structures, according to local health officials. Indirect negotiations commenced in Egypt involving Israeli, Palestinian, and international mediators to discuss hostage exchanges and potential ceasefire terms. (PBS)
3. Trump says US hit another boat off Venezuela coast on Saturday: Russia condemned the U.S. military strike on October 3, which killed four people, asserting it poses a danger for the entire Caribbean region. (GroundNews)
-US Events-
1. Judge blocks Trump from deploying California National Guard — or any Guard troops — in Oregon: Hours after California Gov. Gavin Newsom vowed to seek a court order to stop President Trump from deploying 300 of the state’s National Guard troops in Oregon, a federal judge issued a temporary restraining order on Sunday night. The federal judge who issued the restraining order Sunday evening had, just a day before, temporarily blocked the Trump administration’s efforts to federalize Oregon’s National Guard. (LATimes)
2. DHS: Agents ‘Rammed by Vehicles’ Outside Chicago, Fired ‘Defensive Shots’: “Law enforcement was forced to deploy their weapons and fire defensive shots at an armed US citizen who drove herself to the hospital to get care for wounds,” DHS Spokesman McLaughlin added. The woman had been “named” in a CBP “intelligence bulletin last week for doxing agents” and calling for people to “f*ck those mother f*ckers up.” (Breitbart)
-Regulatory and Legal-
1. SEC and CFTC Host First Joint Roundtable in 14 Years, Focus Turns to Crypto Regulation: The session focused heavily on establishing clear crypto regulations, examining market structure, and identifying common ground in rulemaking. The roundtable marked a shift toward increased cooperation between the two agencies, which have historically maintained separate approaches to financial oversight. (Bitget)
1. US Government Shutdown May Last Weeks, Analysts Warn: "Right now, both sides are dug in and there's very little talk of compromise." At the heart of the showdown is a Democratic demand for an extension of health care subsidies that are due to expire -- meaning sharply increased costs for millions of low-income Americans. (IBTimes)
-CBDCs/World Currencies/Strategic Reserves-
1. Here’s How Much Covid Stimulus Checks Are Worth Now If Invested in Bitcoin: If you had invested that first $1,200 into Bitcoin, which was changing hands at $6,878 at the close of April 11, 2020, then you would have around 0.1744 BTC, worth about $21,270 today. That represents a gain of 1,672%. (Decrypt)
-Institutional Concerns-
1. 'Sell Shovels': This Firm Makes Dashboards for Strategy and Dozens of Bitcoin Treasuries: As Bitcoin treasury firms proliferate in the U.S., an engineer-by-day is building dashboards for them on the other side of the world and cashing in on the industry’s latest craze. For a while, mNAV was called MicroStrategist, but its recent rebrand reflects a newfound focus on building dashboards for these companies. (Decrypt)
2. Morgan Stanley’s new investment guidance could channel up to $80B into Bitcoin: The bank’s analysts now view the world’s largest crypto as a “scarce asset similar to digital gold,” recommending an allocation of 2% to 4% depending on risk appetite. (CryptoSlate)
3. Strategy's Bitcoin Unrealized Profits Reach $31 Billion: Strategy, formerly MicroStrategy, reported $31 billion in unrealized profits from its Bitcoin holdings, benefiting from a continuous BTC bull market. (CoinGecko)
-Economic Indicators-
1. Warren Buffett loves the S&P 500, but it’s down 88% on Bitcoin: While the S&P 500 has surged 106% in USD value since 2020, it has “collapsed” significantly in BTC denomination. The S&P 500 has continued to break new records in 2025 and is currently at $6,715.79, having risen 14.43% since the start of the year. Bitcoin, on the other hand, is up 32% on the year after hitting $125,000 for the first time ever on Saturday. (CoinTelegraph)
2. US Futures Rise, AMD Surges on OpenAI Deal: US stock futures were higher on Monday, with S&P 500 contracts up 0.4%, the Nasdaq 100 gaining 0.8%, and Dow Jones futures rising roughly 100 points, as AI-related partnerships continued to support investor sentiment. Advanced Micro Devices (AMD) shares soared more than 22% in premarket trading after the company reached a deal with OpenAI. (TradingEconomics)
-Security Concerns-
1. ICE Plans to Add a Social Media Surveillance Team to Hunt for Leads on Wanted Individuals: The plan is for ICE's new team to go and scour for any kind of information, including individuals part of its Most Wanted list, on various social media platforms like Facebook, X, and more. (TechTimes)
-Technology and Science-
NSTR
-Bitcoin Community-
1. Opendoor CEO Announces Bitcoin Acceptance for Home Purchases: Opendoor Technologies, a San Francisco-based iBuyer valued at $6 billion, announced plans to accept Bitcoin and other cryptocurrencies as payment for home purchases. The firm operates in dozens of U.S. markets and has processed billions in sales amid a volatile housing sector. (X)
2. Cover Story on Bitcoin Adoption. A news program aired a cover story on October 5, 2025, detailing corporate adoption of Bitcoin as a treasury asset, including case studies from five Fortune 500 companies that integrated it into balance sheets. The segment highlighted regulatory compliance measures and blockchain analytics tools used for transaction tracking. Viewers were provided with resources on secure wallet management from industry associations. (CBS60Minutes)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 71/100 (Up 8 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 917,502
DTG/ICOD: 1200Z 03OCT2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Terror Attack at UK Synagogue / France Detains Suspect Tanker / Venezuela Claims 5 US Jets Approached Coastline / Trump Informs Congress US at War With Cartels / One of Two Refineries on Fire in California / New York Want to Tax Bitcoin Miners / ECB Money Printing May Lead to Bitcoin Rise / Demand for Bitcoin Outpacing Supply / US, China Continue Trade Negotiations / Stocks, Gold, Bitcoin Up / Apple Removes ICE Tracking App / Thief Snaps Pic of Seedphrase, Steals $1.7M
Market Data: Price: 1 BTC= $120,220, 31.15 oz Gold, .28 Median US House
24hr Hi: $121,086 / Lo: $118,611
Volume: 73B (Up 9%
Mkt Cap: $2.4T (Up 1%)
HashRate: 1 ZH/s
Avg Fee Rate: 2 sats/vBtye (Even)
---Reports---
-International Events-
1. ‘An unrelenting wave of Jew hatred’: UK Jews say terror attack was only a matter of time: UK terror attack at a Manchester synagogue during Yom Kippur services on Thursday. The terrorist, Jihad al-Shamie, a 35-year-old British citizen of Syrian descent, rammed his car into people outside Heaton Park Hebrew Congregation Synagogue, and then began stabbing them, killing two members of the Jewish community and seriously injuring four before he was shot dead by police on the scene. (TimesofIsrael)
2. France detains two crew members of Russia-linked tanker off western French coast: The tanker is suspected of being involved in drone overflights in Denmark, and the two detained crew members "presented themselves as the ship's captain and his first mate". The tanker and other ships could have been used either as launch platforms or as decoys. (France24)
3. Venezuela Claims Five U.S. Jets Approached Its Coastline: 'Military Harassment': Venezuelan Defense Minister Vladimir Padrino Lopez said "I am denouncing this military harassment in front of the world," the official said in a televised address. "This is a great threat." The U.S. Army has drawn up plans for strikes inside Venezuela, but the White House has not approved them, the NY Times said. Since they (White House) claim Maduro leads a criminal organization, removing him could be framed as a counternarcotics operation. (IBTimes)
-US Events-
1. Trump Declares US at War with Drug Cartels: Former President Donald Trump stated in a document sent to Congress on October 2, that the United States is at war with drug cartels. The declaration was part of ongoing efforts to address border security and narcotics trafficking. (Reuters)
2. Massive fire breaks out at Chevron oil refinery in California: U.S. energy major Chevron on Friday said emergency services were actively responding to a fire at its El Segundo oil refinery in California. No injuries have been reported as a result of the incident and impact on the refinery is still unclear. (CNBC) (AC- As the public withdrawal of Chevron HQ from California has recently irked the state's politicians, one of the two remaining refineries catches fire. It's timing and effect is suspect, but it seems the biggest effect will be on California residents.)
3. Immigration judge denies Kilmar Abrego Garcia's bid to reopen immigration case: The Department of Homeland Security said Abrego Garcia's final order of removal stands. (CBS) (AC-The political slant is so strong on this issue that more details on this report is difficult to assess.)
-Regulatory and Legal-
1. New York Democratic Lawmakers Want Bitcoin Miners to Pay More Tax: New York lawmakers are trying to tax Bitcoin miners, citing excessive electricity use driving up bills for ordinary citizens as the reason for a new bill. Democratic Senator Liz Krueger and Assemblymember Anna Kelles introduced a bill Wednesday trying to impose an excise tax on proof-of-work crypto miners. (Decrypt) (AC- 'The Sovereign Individual' book talks extensively how statists will try to capture and control power though regulations just like this, yet the nature of networks, entrepreneurship, and reason will decentralize power until State actors begin to woo those who hold such powers. This is the beginning of the rise 'Network-State' power and decline of Nation-State power.)
-CBDCs/World Currencies/Strategic Reserves-
1. Arthur Hayes Claims ECB Money Printing Will Drive Bitcoin Higher: Arthur Hayes predicts Bitcoin will surge as the European Central Bank prints money to address France's debt crisis, forcing investors toward scarce assets like cryptocurrencies. (Blockonomi) (AC-There is a reason companies are flocking toward Bitcoin reserves.)
-Institutional Concerns-
1. Institutional Demand Surges as Bitcoin and Ether ETFs See Over $900 Million Inflows: Bitcoin ETFs logged $627 million in inflows on Thursday, their fourth straight day of gains. (BitcoinCom)
2.BlackRock’s $24 billion Bitcoin flywheel is moving BTC liquidity with 800% growth: The immediate question is how sustained ETF allocation interacts with Bitcoin’s post-halving issuance. Current supply is near 450 BTC per day. As $24 billion arrived over roughly 275 days, the run rate is about $87 million. At $90,000 per BTC, that equates to about 970 BTC of implied daily demand, at $120,000, about 725 BTC per day, and at $130,000, about 670 BTC per day. (CryptoSlate) (AC-The study of economic mechanics show that at some point, demand will outpace daily supply, leading to a much higher price equilibrium.)
-Economic Indicators-
1. Breakthrough Possible in U.S.-China Trade Talks Amid Soy Tensions: U.S. Treasury Secretary Scott Bessent on Thursday predicted a “pretty big breakthrough” in upcoming U.S.-China trade talks, even as the Trump administration moves to support American farmers hit by a sharp drop in Chinese soybean purchases. (TradingEconomics)
2. US Stocks Close at Records on AI Rally Amid Shutdown Concerns: US major stock indices close at fresh records on Thursday, with the S&P 500 up 0.1%, the Nasdaq rising 0.4%, and the Dow adding 80 points. (TradingEconomics)
-Security Concerns-
1. Apple removes ICE tracking apps after Trump AG pressure: Apple said that it was removing apps from its App Store that can be used to track U.S. Immigration and Customs Enforcement officers. The FBI said a gunman whose recent attack on a Dallas ICE facility led to the deaths of two detained immigrants and the wounding of a third detainee searched apps tracking the presence of ICE agents. ICEBlock has been downloaded more than 1 million times since it was introduced this year. (CNBC) (AC- Another sign of intelligence being used to target in the burgeoning war within the US.)
2. Thief Snaps Photo of Victim’s Seed Phrase in Apartment, Steals $1.7M in Crypto: A former Singapore Armed Forces (SAF) diver has admitted in court to stealing $1.7 million in cryptocurrency after secretly photographing a seed phrase belonging to a Chinese national living in Singapore. 34-year-old Teo Rong Xuan, who previously served in the military’s Naval Diving Unit, admitted to charges including housebreaking, misusing a computer system and dealing with ill-gotten gains in court on October 1. (Decrypt) (AC-Singapore will not be kind to him.)
-Technology and Science-
NSTR
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 63/100 (Down 1 pts)
Analyst Comments (AC): Lots of ACs above.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 917,360
DTG/ICOD: 1200Z 02OCT2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Israel Detains Greta's Ships / Trump Vows to Defend Qatar With EO / Russia Warns of Retaliation if Europe Give Assets to Ukraine / US Shutdown Gives Trump Ability to Fire / Hung Cao Confirmed For Under Secretary of Navy / US Treasury Drops Tax on Unrealized Digital Asset Gains / UK Government Wants to Keep $7B Seized Bitcoin / Privacy AltCoin Surges / Stocks up on Shutdown News / China Hacking Group Outed / Who is Tilly Norwood? /
Market Data: Price: 1 BTC= $118,816, 30.59 oz Gold, .28 Median US House
24hr Hi: $119,453 / Lo: $116,283
Volume: 68B (Up 11%
Mkt Cap: $2.36T (Up 2%)
HashRate: 1 ZH/s
Avg Fee Rate: 2 sats/vBtye (Even)
---Reports---
-International Events-
1. Israeli naval ships intercept Gaza-bound flotilla: The Israeli navy has intercepted boats carrying aid to Gaza and detained the activists aboard, including Swedish climate campaigner Greta Thunberg. The group has alleged that one vessel within the flotilla was "deliberately rammed at sea" and said additional boats were hit by water cannons. The Israeli government, which has branded the GSF's attempt to transport humanitarian aid to war-torn Gaza as "provocation", said: "Greta and her friends are safe and healthy." (BBC)
2. Trump signs an executive order vowing to defend Qatar in the wake of Israel’s strike: U.S. President Donald Trump has signed an executive order vowing to use all measures including U.S. military action to defend the energy-rich nation of Qatar — though it remains unclear just what weight the pledge will carry. The order apparently came during a visit to Washington on Monday by Israeli Prime Minister Benjamin Netanyahu. (AP)
3. Moscow Indicates Retaliation if Europe Uses Russian Assets for Ukraine: The Kremlin warned on Wednesday that it would seek the prosecution of individuals and countries engaged in the “theft” of frozen Russian sovereign assets in Europe, as European leaders convened to discuss a proposal to lend $165 billion to Ukraine based on the frozen funds. Analysts say that Russia could respond to the European proposal by seizing the assets of foreign companies and individuals from nations backing the loan. (NYTimes)
-US Events-
1. Here's what Trump wants to do to reshape the federal government during the shutdown: Trump warned the administration could make "irreversible" changes to the federal workforce, most notably through a new wave of fresh layoffs. Under the Antideficiency Act, a federal law that guides the government through shutdowns, federal agencies are not permitted to spend funds, the Government Accountability Office outlines, except for a limited set of missions, such as performing constitutional duties. The executive branch is charged with interpreting those exceptions. (Fox)
2. Senate Confirms Hung Cao to Serve as Under Secretary of the Navy: Retired U.S. Navy captain and former Virginia Republican Senate candidate Hung Cao was confirmed to serve as the Under Secretary of the U.S. Navy in a 52-45 vote by the U.S. Senate on Wednesday. In Trump’s post he praised Cao as being the “embodiment of the American Dream,” and highlighted how Cao had “served in combat as a Special Operations Officers” for 25 years. (Breitbart) (AC-He was in Navy EOD for most of his career.)
-Regulatory and Legal-
1. US Treasury Softens Crypto Tax Rules, Easing Pressure on Bitcoin Taxes: Good news for Bitcoin holders: The U.S. Treasury clarified that unrealized crypto gains won’t be taxed under CAMT, sparing firms from tax liabilities as Congress debates digital asset taxation. Had CAMT applied to digital assets, Strategy risked facing tens of billions in tax liability annually, potentially disrupting its accumulation strategy. (BitcoinMag)
2. UK Government Wants to Keep $7 Billion in Stolen Bitcoin It Has Seized: Zhimin Qian pleaded guilty on counts of possessing and transferring criminal property. This conviction now raises the question of who will keep the 61,000 BTC originally seized by UK authorities in 2018, with upwards of 120,000 victims in China seeking compensation for their losses. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. Privacy Coin ZEC Soars After Thorswap Support and Grayscale Trust Announcement: Zcash surged over 60% in 24 hours, hitting a 2025 high of $124 amid rising trading volume, Thorswap integration and renewed investor interest through the Grayscale Zcash Trust. (BitcoinCom) (AC-Yes, an altcoin, but with a privacy component to it worth watching.)
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US Stocks Hit Record Highs Amid Shutdown: Wall Street’s indexes closed at record highs on Wednesday, buoyed by strong sector performance and optimism that the US government shutdown will be brief. Investors shrugged off the first day of the shutdown and weaker-than-expected private payrolls data, with the S&P 500 gaining 0.3%, the Nasdaq 100 rising 0.5%, and the Dow adding 43 points. (TradingEconomics)
2. Trump Vows Farmer Support, Puts Soybeans on Xi Meeting Agenda: U.S. President Donald Trump said on Wednesday that soybeans will be a key topic when he meets Chinese leader Xi Jinping in South Korea at the end of October. (TradingEconomics)
-Security Concerns-
1. China-linked hacking group Phantom Taurus targeting embassies, foreign ministries: A previously undocumented nation-state hacking group dubbed Phantom Taurus is targeting government and telecommunications organizations with the goal of obtaining information connected to geopolitical events and military operations. The group has been operating for about two-and-a-half years. (TheRecord)
-Technology and Science-
1. AI-generated actor sparks outrage in Hollywood as creator seeks representation: Like thousands of actors, Tilly Norwood is looking for a Hollywood agent. Her greatest role? Pretending to be human. That's because Tilly Norwood is a 100% AI-generated product, created by Dutch producer and comedian Eline Van der Velden, founder of a company named Xicoia. (CBS)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 64/100 (Up 15 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 915,238
DTG/ICOD: 1200Z 18SEP2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Saudi Arabia, Pakistan Sign Mutual Defense Pact / Venezuela Holds Caribbean Military Exercises / ANTIFA May be Designated Terrorist Org / Shootout In PA Kills 3 Officers / DHS, ICE Start Funding Local LEAs / MoneyGram To Use Stablecoins / BTC ETFs Outflow / Metaplanet Expands into USA / Fed Drops Rate 25 bps, Markets Sideways / Ark and Spark To Supercharge Lightning Network / Google DeepMind Solves Difficult Problem / BTC Whale Exchanges $136M Worth Into Fiat / Italian Tram Adverts Bitcoin
Market Data: Price: 1 BTC= $117,058, 31.93 oz Gold, .27 Median US House
24hr Hi: $117,906 / Lo: $114,794
Volume: 65B (Up 31%)
Mkt Cap: $2.33T (Even)
HashRate: 977 EH/s
Avg Fee Rate: 1 sats/vBtye (Down 50%)
---Reports---
-International Events-
1. Saudi Arabia signs a mutual defense pact with nuclear-armed Pakistan after Israel’s attack on Qatar: While not specifically discussing nuclear weapons, the agreement states “any aggression against either country shall be considered an aggression against both,” according to statements issued by both Pakistan’s Foreign Affairs Ministry. “Pakistan has nuclear weapons and delivery systems that can hit targets across the Middle East, including Israel. It also is developing systems that can reach targets in the U.S.. (AP)
2. With Eye On US Threat, Venezuela Holds Caribbean Military Exercises: Venezuela said Wednesday it had begun three days of military exercises on its Caribbean island of La Orchila as tensions soar amid US military activity in the region. "There will be air defense deployments with armed drones, surveillance drones, submarine drones... We are going to implement electronic warfare actions," he added, citing the "threatening, vulgar voice" of the United States, said the Defense Minister. (IBTimes)
-US Events-
1. Trump designates anti-fascist Antifa movement as a terrorist organization: Trump characterized Antifa as a harmful and extreme left-wing threat and announced he intends to push for comprehensive investigations into those financially supporting the group, adhering to the strictest legal standards. (GroundNews)
2. Rural Pennsylvania community shaken after shooting leaves 3 officers killed, 2 wounded: When officers in rural Pennsylvania approached a farmhouse to serve a warrant Wednesday afternoon, they had no idea of the danger they would face as an armed man dressed in camouflage lurked in nearby cornfields. The shooter began opening fire, striking and killing three officers. (CNN)
3. DHS, ICE Secures 1,000 Partnerships with State, Local Law Enforcement: The 287(g) program gives states and local law enforcement agencies the tools and authority to arrest murderers, gang members, rapists, pedophiles, and terrorists from American communities. ICE will fully reimburse agencies for the annual salary and benefits of each eligible trained 287(g) officer, including overtime coverage up to 25 percent of the officer’s annual salary. Law enforcement agencies will be eligible for quarterly monetary performance awards based on the successful location of illegal aliens provided by ICE. (Breitbart) (AC-This is kind of a 'federalization' of local police officers-dangerous ground.)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
1. MoneyGram Introduces Stablecoin-Backed App in Colombia: MoneyGram has launched a new mobile app in Colombia using USD-pegged stablecoins on the Stellar blockchain to modernize cross-border remittances. The app allows instant money transfers into a US dollar balance backed by Circle’s USDC stablecoin, addressing the volatility of local currencies like the Colombian peso. (Decrypt)
-Institutional Concerns-
1. Spot Bitcoin ETFs See First Outflow: Spot Bitcoin ETFs recorded a $51 million net outflow on September 17. This ended seven consecutive days of inflows for the funds. (CoinPedia)
2. Metaplanet Expands Bitcoin Operations Globally: Metaplanet established new subsidiaries in the US and Japan for Bitcoin operations. The Miami unit will focus on Bitcoin income and derivatives trading. (CoinTurk)
-Economic Indicators-
1. Federal Reserve Cuts Interest Rates by Quarter Point, Markets Hold Steady: The Federal Reserve cut the federal funds rate by 0.25% due to economic concerns, including a decrease in job creation and signs of a faltering economy. (Decrypt)
2. US Futures Rise, Intel Soars: US futures rose on Thursday, with S&P 500 contracts up 0.9%, the Nasdaq 100 gaining 1.3%, and the Dow Jones climbing more than 300 points, as traders reacted to the Fed’s first interest rate cut of the year. Trading was volatile immediately after the decision and during Chair Powell’s press conference, where he described the move more as a “risk management” cut and noted that there are no risk-free paths. Investors now appear to be betting that the central bank will focus on its employment mandate. (TradingEconomics)
-Security Concerns-
NSTR
-Technology and Science-
1. Ark and Spark: The Channel Factories We’ve Been Waiting For: Ark and Spark revolutionize Lightning Network’s scalability in 2025, slashing on-chain transactions with shared UTXOs for fast, cheap Bitcoin payments. Their interoperable, trust-minimized designs overcome channel factory hurdles, cementing Lightning’s role in Bitcoin’s layer-2 future. (BitcoinMag)
2. Google DeepMind claims ‘historic’ AI breakthrough in problem solving: A version of the company’s Gemini 2.5 AI model solved a complex real-world problem that stumped human computer programmers to become the first AI model to win a gold medal at an international programming competition held earlier this month in Azerbaijan. “Even bigger, it is reasoning more towards the real world, not just a constrained environment [like Chess and Go] … because of that I think this advance has the potential to transform many scientific and engineering disciplines.” He cited drug and chip design. (TheGuardian)
-Bitcoin Community-
1. Bitcoin Whale Sells $136M, Price Drops: A Bitcoin whale sold $136 million worth of BTC, which resulted in prices dropping to $115,000. (BlockchainReporter)
2. Bitcoin-themed tram rolls out in Milan, Italy: A Bitcoin-themed tram has been revealed by Tether CEO Paolo Ardoino as operating in Milan, Italy, promoting the upcoming Lugano Plan B Forum and highlighting the region’s growing embrace of digital assets. The tram features Bitcoin branding and imagery as it travels through the Italian city. (CryptoBriefing)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 52/100 (Even)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 909,560
DTG/ICOD: 1200Z 11Aug2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: IDF Airstrikes Kill Journalists / EU Leaders Support Ukraine Ahead of Trump-Putin Talks / Trump May Act on DC Crime Unilaterally / CDC Says 'Misinformation' Led to Atlanta Shooting / Bo Hines Leaves White House Crypto Force / BTC ETF Inflow for 3 Days / Harvard Reveals BTC ETC Investments / Rumble to Buy Bitcoin Miner / Bitcoin Near ATH / Instagram Now Shares Location Data / US AI Chip Exports Now Face 15% USG 'Fee' / El Salvador Makes Bitcoin Education Compulsory / Sheetz Giving Crypto Discounts / Lyn Alden Shares Why 'Nothing Stops This Train'
Market Data: Price: 1 BTC= $120,223, 35.84 oz Gold, .28 Median US House
24hr Hi: $122,321 / Lo: $118,105
Volume: 80B (Up 37%)
Mkt Cap: $2.39T (Up 1%)
HashRate: 913 EH/s
Avg Fee Rate: 6 sats/vBtye (Up 20%)
---Reports---
-International Events-
1. Israeli Strike Kills Al Jazeera Journalists in Gaza: Israel's military conducted a strike in Gaza that killed Anas Al Sharif, a journalist for Al Jazeera. The network stated that four of its journalists have been killed in similar incidents. (Reuters)
2. European leaders rally behind Ukraine ahead of Trump-Putin meeting: Saturday’s statement, signed by the president of the European Union and leaders of France, Germany, Italy, Poland, Finland and the UK, stressed the need for a “just and lasting peace” for Kyiv, including “robust and credible” security guarantees. “Next Friday will be important because it will be about testing Putin — how serious he is — on bringing this terrible war to an end,” NATO Secretary General Mark Rutte said in an interview. (AP)
-US Events-
1. Trump Promises Crackdown on Homelessness and Crime in Washington D.C.: U.S. President Donald Trump announced plans to evict homeless individuals from Washington D.C. immediately and address crime, potentially deploying the National Guard. Federal agents have been activated for the operation. The FBI is sending agents to patrol Washington D.C. streets in support. (Reuters, WaPo)
2. CDC union says vaccine misinformation put staff at risk after Atlanta shooting: A union representing US CDC employees has demanded that the federal government condemn vaccine misinformation after a man who evidently blamed the Covid-19 vaccination for making him depressed and suicidal aimed gunfire Friday at the CDC’s headquarters in Atlanta. The CDC workers’ union said the deadly violence Friday was not random and “compounds months of mistreatment, neglect, and vilification that CDC staff have endured”. It said vaccine misinformation had put scientists at risk. (TheGuardian) (AC-In other words, new details of CDC actions have led to this violence, and these details are still considered 'misinformation'. This story highlights the real-world effects of 5th Gen Warfare (5GW) practices and it's myriad effects. The COVID debacle should be a case study in 5GW.)
-Regulatory and Legal-
1. Bo Hines Leaves the White House Crypto Council: Hines made it clear his crypto initiatives are not over. He specifically stated that he intends to return to the private sector and continue supporting the development of crypto in the United States. (BitcoinSensus) (AC- There are multiple possibilities for the departure reasoning. We'll maybe find out soon enough.)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. U.S. Bitcoin Spot ETFs Record $403.67 Million Net Inflow: U.S. Bitcoin spot exchange-traded funds saw a net inflow of $403.67 million yesterday. This marks three consecutive days of positive inflows. (Bloomingbit)
2. Harvard Reports $116M in iShares Bitcoin Trust ETF: Academic institutions require complex and lengthy approvals, and the fact that they reached such a decision, and at this scale, looks extremely impressive. (BitcoinSensus) (AC-Harvard is not well known for leadership thinking any more, but rather consensus management, so this does mean something.)
3. Tether-backed Rumble eyes $1.17 billion Northern Data acquisition pending bitcoin mining division selloff, stock jumps 20%: The acquisition would bolster Rumble’s position in AI cloud services and high-performance computing, with support from major shareholder Tether. (TheBlock)
-Economic Indicators-
1. Bitcoin Eyes All Time High Ahead of US CPI, PPI Data This Week: New Bitcoin addresses hit a one-year high of 364,126 daily, indicating robust adoption. Expectations of higher July inflation and US CPI uptick from Trump tariffs, coupled with Fed rate cut speculation. (CoinGape)
2. US Treasury Yields Edge Down, CPI Eyed: The yield on the US 10-year Treasury note eased to 4.26% on Monday, after hitting a one-week high on Friday, as traders increased bets on Federal Reserve rate cuts this year ahead of the US CPI release. Inflation is expected to have risen 0.2% in July, slightly below June’s 0.3%. (TradingEconomics)
-Security Concerns-
1. Concerns Raised Over Instagram's New Map Feature and Privacy: Instagram's new Map feature has sparked controversy due to potential privacy risks, as it shares user locations. Experts recommend disabling the feature to protect personal data. (CBS)
-Technology and Science-
1. Nvidia and AMD Agree to U.S. Government Cut on AI Chip Sales to China: Nvidia and AMD will pay the U.S. government 15% of their AI chip sales to China as part of a new agreement. This follows regulatory pressures on technology exports. (WSJ)
-Bitcoin Community-
1. El Salvador Introduces Bitcoin Education for Students Aged 7 and Older: El Salvador has become the first country to mandate Bitcoin education for all students starting from age 7. The curriculum covers blockchain basics and cryptocurrency usage. (X)
2. Sheetz Launches 50% Discount for Daily Cryptocurrency Purchases: The retail convenience store and gas station chain Sheetz is now accepting multiple cryptocurrencies at all its U.S. locations and is offering customers 50% off purchases when paying with digital assets during specific daily hours. (BitcoinCom)
3. Inside the mind of Lyn Alden: Bitcoin, AI, and the unstoppable deficit train: “Large U.S. fiscal deficits are going to continue for the foreseeable future, five, 10 years, any sort of investable time horizon. There are a bunch of reasons why, and a lot of them have to do with political polarization. It’s very hard to either massively raise taxes or massively cut spending in a very polarized situation, as well as mechanically the kind of debt levels they find themselves in.” (CryptoSlate) (AC-A fun article on Lyn's 'Nothing stops this train.")
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 70/100 (Up 1 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 908,725
DTG/ICOD: 1200Z 05Aug2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: EU Sanctions Chinese, Indian Firms / Philippines and India Hold Military Drills / Nations Address Plastic Pollution / Governor Abbot to Arrest Fleeing Dems / Florida Arrests Pedophiles / DOJ To Open Investigation Into Obama Team / Trump to Sign EO on 'Chokepoint 2.0' / FINCEN Alerts on Bitcoin Kiosks / Central Banks Hoarding Gold / Logistics Down, UST Yields Down, Stocks Up / Payouts on Ransomware Keep It Going / ChatGPT To Help With Over Usage / Bitcoin Rainbow Chart Not For Traders
Market Data: Price: 1 BTC= $114,503, 34.12 oz Gold, .27 Median US House
24hr Hi: $115,729 / Lo: $113,800
Volume: 56B (Up 17%)
Mkt Cap: $2.27T (Even)
HashRate: 953 EH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. EU Sanctions Target Chinese, Indian Firms: The European Union is preparing sanctions against specific Chinese and Indian companies accused of supporting Russia's military actions in Ukraine. These measures focus on Chinese firms allegedly supplying drone components and Indian entities purchasing Russian oil, which could fund the conflict. (Various)
2. Philippines, India hold first joint sail in South China Sea: The Philippines has conducted "maritime cooperative activities" with foreign navies since late 2023 as part of its push to counter China's expansive claims in the waterway, including joint passages with treaty ally the United States, as well as Japan, Australia, France and Canada. (Reuters)
3. Nations gather in Geneva to again confront the world’s spiraling plastic pollution crisis: Nations kicked off a meeting on Tuesday to try to complete a landmark treaty aimed at ending the plastic pollution crisis that affects every ecosystem and person on the planet. (AP)
-US Events-
1. Governor Abbott orders arrest of absent Texas House Democrats: Texas's 150-member House requires two-thirds presence to conduct business, but at least 51 Democrats holding 62 seats left the state, preventing votes and delaying disaster aid after recent catastrophic floods. Abbott referenced a 2021 legal opinion from Republican Attorney General Ken Paxton—though not legally binding—to assert that Democrats had lost their legislative seats and might have committed felonies, while Democrats dismissed his claims as baseless distractions without legal merit. (GroundNews)
2. Florida Arrests over 40 Pedophiles in Undercover Operation, 7 on ICE Holds: Forty-eight individuals have been arrested following what Uthmeier’s office described as a “six-day undercover operation targeting online child predators.” A press release notes that this marks the “highest number of arrests ever made during this annual joint effort to protect Florida children from exploitation and abuse.” (Breitbart)
3. US DOJ to open grand jury to investigate Obama officials: U.S. Attorney General Pam Bondi has directed federal prosecutors to launch a grand jury investigation into allegations that members of Democratic former President Barack Obama's administration manufactured intelligence on Russia's interference in the 2016 elections, a source familiar with the matter said on Monday. (Reuters)
-Regulatory and Legal-
1. Trump Administration Targets “Operation Chokepoint 2.0” with New Executive Order: Trump's executive order aims to shield crypto firms and conservative groups from alleged discriminatory banking practices by investigating and penalizing violations. (Blockonomi)
2. FinCEN Issues Warning on Bitcoin ATMs Used in Scams: FinCEN's latest advisory reveals that complaints involving "convertible virtual currency kiosks,” also called Bitcoin ATMs, skyrocketed 99% last year, with more than 10,956 incidents reported to the FBI's "Internet Crime Complaint Center." (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. Central Banks Are Stockpiling Gold at Record Pace: Global central banks have added 166.5 tonnes of gold to their reserves during the second quarter of 2025, marking a 41% increase over the average gold accumulation seen between 2010 and 2021. (BitcoinSensus) (AC-Tariffs, BRICS, and general uncertainty are some causes, but the fraying of global Keynesian economics practices might be the ultimate cause.)
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US Logistics Growth Slows: The Logistics Manager’s Index in the US declined to 59.2 in July 2025 from 60.7 in June, indicating a broader slowdown in the logistics sector. (TradingEconomics)
2. US 10-Year Yield Near 3-Month Low: The yield on the 10-year US Treasury note held around 4.2% on Tuesday, hovering near a three-month low as investors assessed global trade tensions and evolving Fed policy expectations. (TradingEconomics)
3. US Stocks Rebound to Start Week After Sharp Losses: Stocks in the US rebounded sharply Monday, with the S&P 500 rising 1.5%, snapping four-day losing streak, the Dow jumping 585 points and the Nasdaq surging 1.9%, as investors snapped up shares following Friday’s sell-off. The bounce was fueled by renewed hopes for a Fed rate cut in September following a weak July jobs report and downward revisions to prior months. (TradingEconomics)
-Security Concerns-
1. The Secret Payments That Keep Global Ransomware Attacks Going: Cyber attacks—usually involving ransomware—are making the news almost every day, and experts say AI is being deployed to help the attackers find their targets more quickly. PurpleSec, a U.S. cybersecurity company, estimates that the average cost of a ransomware attack has risen since 2019 from $761,106 to $5.14 million today. Jenkinson said ransoms are almost always paid in Bitcoin and other cryptocurrencies, which are harder to trace than bank transfers. (ZeroHedge)
-Technology and Science-
1. ChatGPT adds mental health guardrails after bot 'fell short in recognizing signs of delusion': Starting Monday, the popular chatbot app will prompt users to take breaks from lengthy conversations. The tool will also soon shy away from giving direct advice about personal challenges, instead aiming to help users decide for themselves by asking questions or weighing pros and cons. (NBC)
-Bitcoin Community-
1. What Is the Bitcoin Rainbow Chart and How to Use It?: Imagine plotting Bitcoin’s price on a graph that doesn’t just scale up in a straight line, but curves logarithmically to plot the price action. Those lines have layers of a series of colour bands, red at the top through yellow and green, down to blues and purples at the bottom. Each shade shows a different stage of market sentiment, from bearish to bullish. Since this is a long term tool, it is more useful to the long term investors. Those investors who are willing to hold Bitcoin over a Bitcoin price cycle can benefit from this. (CoinTrust) (AC-The rainbow chart has been a useful tool to many hodlers for years. Though most Bitcoiners suggest daily cost averaging, sometimes when the price hits the lower bands of the chart, we might through in a little extra. Not financial advice.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 60/100 (Down 4 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 906,684
DTG/ICOD: 1200Z 22JUl2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Bangladesh Mourns Students Killed in Jet Crash / Gaza 'Hell on Earth' / Philippines Step Up to Deterrence / House Speaker Says Obama May be Subpoenaed / MLK Assassination Docs Released / ICE to 'Flood' NYC / BOJ May Ease USD Liquidity / New Yuan-Backed Stablecoin for B&I Countries / JPMorgan May Loan Against Bitcoin / Trump Media Owns $2B Worth of BTC / SpaceX Moves BTC / US Stocks Up / Zero Trust Takes Off / Apple To Take AI Privacy Seriously / Quantum Bitcoin Summit Maps Path Forward
Market Data: Price: 1 BTC= $119,299, 35.15 oz Gold, .28 Median US House
24hr Hi: $119,310 / Lo: $116,233
Volume: 75B (Up 12%)
Mkt Cap: $2.37T (Up 1%)
HashRate: 902 EH/s
Avg Fee Rate: 2 sats/vBtye (Down 33%)
---Reports---
-International Events-
1. Grief and anger in Bangladesh as death toll from military training jet's crash into school hits 31: Hundreds of students protested near the site of the crash of a Bangladesh air force training jet into a school in the nation's capital, demanding accountability, compensation for victims' families and the halt of training flights. The death toll from the crash rose to 31 on Tuesday, including 25 students. (CBS)
2. Gaza is ‘hell on earth’ with doctors fainting from hunger, UN says, with snipers operating as if with ‘license to kill’: The head of the UN Palestinian Refugee Agency said on Tuesday that its staff members as well as doctors and humanitarian workers are fainting on duty due to hunger and exhaustion. (TheGuardian) (AC-Biased reporting on all sides is preventing a clear perspective on what is really happening in Gaza, but what is clear is that Gaza is indeed 'hell on earth' right now.)
3. Hegseth, Philippine President Meet to Advance Deterrence in Indo-Pacific: Defense Secretary Pete Hegseth hosted Philippine President Ferdinand Marcos Jr. at the Pentagon today, where the two leaders reaffirmed their commitment to the U.S.-Philippines Mutual Defense Treaty and discussed shared security concerns in the Asia-Pacific region, as well as recent advances in the long-standing U.S.-Philippines alliance. (DoD)
-US Events-
1. House Speaker Mike Johnson Says Congress Might Subpoena Obama over Russia Conspiracy: House Speaker Mike Johnson (R-LA) said Congress may subpoena former President Barack Obama for allegedly colluding with America’s intelligence agencies to tie President Donald Trump to Russia during the 2016 election. (Breitbart)
2. Gabbard Releases Long-Classified Martin Luther King Jr. Assassination Files: The MLK Jr. files have been under a court-imposed seal since 1977, when the FBI first gathered the records and turned them over to the National Archives. There's a lot to dig through in the 243,496 pages—and X sleuths are already searching through it. (ZeroHedge)
3. Trump Administration to 'flood' NYC with more ICE agents after border patrol officer was shot: Both suspects in a botched robbery that left an off-duty border patrol officer injured on Saturday are now under arrest. Both suspects are undocumented immigrants from the Dominican Republic, officials say. Police say Aybar-Berroa was the alleged moped driver and had been arrested eight times between March and April last year on charges ranging from grand larceny to reckless endangerment and robbery. Tom Homan said sanctuary cities are now a priority and ICE agents will be targeting those areas in an effort to round up those here illegally. (ABC)
-Regulatory and Legal-
1. BOJ’s Subtle Shift Could Explode Bitcoin Price: The Bank of Japan (BOJ) is stepping in to supply U.S. dollars against pooled collateral starting July 17. Arthur Hayes frames the BOJ’s action as the opening move in a new phase of global monetary easing that could drive capital into bitcoin as trust in fiat erodes. (BitcoinCom) (AC-'Nothing stops this train')
-CBDCs/World Currencies/Strategic Reserves-
1. Conflux Launches Offshore Yuan-Backed Stablecoin for Countries in China's Belt and Road Initiative: This stablecoin, pegged 1:1 to the offshore Chinese yuan, aims to facilitate cross-border payments, particularly for countries involved in China’s Belt and Road Initiative. (BitcoinCom) (AC-Surely a part of the BRICS agenda to facilitate global trade away from the US Dollar.)
-Institutional Concerns-
1. JPMorgan Explores Bitcoin, Ethereum-backed Loans in Jamie Dimon’s 180-degree Shift: JPMorgan Chase, the world’s largest bank, is planning to offer loans to clients using Bitcoin and Ethereum as collateral, marking a significant shift in its stance on cryptocurrency. The bank’s about-face is likely driven by growing institutional demand for crypto assets and clearer regulatory guidelines in the US. (CoinGape)
2. Trump Media Announces Bitcoin Treasury Holdings Reached $2 Billion | 16,796 BTC: The company, which operates the social media platform Truth Social, the streaming platform Truth+, and the FinTech brand Truth.Fi, revealed that its Bitcoin Treasury holdings account for two-thirds of its nearly $3 billion in liquid assets. (BItcoinist)
3. SpaceX moves $150 million in bitcoin after three-year dormancy: The reason for the transaction remains unclear. Following the latest transaction, SpaceX currently holds 6,977 BTC, valued at about $825 million. (TheBlock)
-Economic Indicators-
1. S&P 500 and Nasdaq Hit New Records on Earnings: US stocks advanced on Monday, with the S&P 500 and Nasdaq hitting fresh record highs as a strong start to earnings season overshadowed concerns about looming tariffs. The Dow added more than 200 points, lifted by solid gains in tech heavyweights such as Meta, Amazon, and Alphabet. So far, over 85% of S&P 500 companies that have reported results have topped expectations. (TradingEconomics)
-Security Concerns-
1. Assessing the Role of AI in Zero Trust: By 2025, Zero Trust has evolved from a conceptual framework into an essential pillar of modern security. More than 80% of organizations plan to implement Zero Trust strategies by 2026, according to a recent Zscaler report. AI is key to managing that scale, playing a critical role across all five of CISA's Zero Trust pillars—identity, devices, networks, applications, and data. (HackerNews) (AC-Amazing how a foundational concept in Bitcoin blockchain has spread to so many other areas of cybersecurity. AI may introduce some trust issues, however.)
-Technology and Science-
1. Apple Intelligence Takes Privacy Seriously With On-Device Features, Zero-Data ChatGPT: The latest update revolves around addressing the privacy, which is perhaps the largest issue when using ChatGPT and other LLMs. Apple teamed up with OpenAI to introduce ChatGPT functionality to Siri and system-wide writing features. But in contrast to standard ChatGPT use cases, the company provides a level of privacy that few other platforms can match. (TechTimes)
-Bitcoin Community-
1. The Quantum Bitcoin Summit: A Grounded Look At The Issues: There are almost 2 million coins locked in P2PK addresses that are vulnerable to long range quantum attack. That is almost 10% of the entire supply of bitcoin. We are already capable of minimal viable solutions now, we should get those into a reasonable state and then continue monitoring the situation for signs that we should collectively allocate more resources to the issue. (BitcoinMag) (AC- A rather long article with grounded assessments of the state of the quantum threat to Bitcoin holders. DYOR on this subject but don't ignore it.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 72/100 (Up 1 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 906,513
DTG/ICOD: 1200Z 21JUl2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Syria Internal Conflict Pauses / IDF Hits Yemen Port With Drones / Russia Strikes Kyiv Ahead of Talks / DNI Gabbard Accuses Obama of Coup / CBP Officer Shot in NYC by Illegal / GENIUS Bill Signed, Ether Up / UK Prepares to Sell Bitcoin / China UST Holdings Drop for 3rd Month / Block Joins S&P500 / Voice AI Scams FL Woman / Yahoo Japan Mandates AI Productivity Gains / Bitcoin Devs Fix Bug
Market Data: Price: 1 BTC= $118,417, 35.22 oz Gold, .28 Median US House
24hr Hi: $119,671 / Lo: $118,417
Volume: 67B (Up 40%)
Mkt Cap: $2.35T (Up 1%)
HashRate: 900 EH/s
Avg Fee Rate: 3 sats/vBtye (Up 50%)
---Reports---
-International Events-
1. Ceasefire in southern Syria appears to be holding as US demands Damascus end violence: The Syrian government says clashes in the southern city of Suwayda have stopped after a week of violence left hundreds of people dead, drawing Israeli intervention and US condemnation. (CNN)
2. In first, IDF officials say Yemen strikes were carried out with drones, not fighter jets: All previous IAF strikes in Yemen, located some 1,800 kilometers from Israel, involved dozens of fighter jets, refuelers, and spy planes. (TimesOfIsrael)
3. Russia Strikes Ukraine After Kyiv Offers Fresh Talks: Russia fired a volley of drones and missiles at Ukraine early on Monday, hitting apartment blocks and a nursery in Kyiv, days after Ukrainian President Volodymyr Zelensky proposed holding a fresh round of peace talks. (IBTimes)
-US Events-
1. Tulsi Gabbard openly accuses Obama of longstanding effort to overthrow Trump in coup: Gabbard released declassified emails Friday and claimed that they reveal a “treasonous conspiracy” committed by former President Barack Obama and his officials over the investigation surrounding Russian interference in the 2016 election. Former Director of National Intelligence James Clapper, former CIA Director John Brennan, and former FBI Director James Comey were cited in the DNI memo. (IndependentUK)
2. Off-duty CBP officer shot in face during robbery at NYC park by suspect ID’d as illegal migrant, career criminal: The suspect has been identified as Miguel Francisco Mora Nunez, a 21-year-old Dominican national with a lengthy rap sheet in New York according to sources — but he was let go each time he was busted, despite having a deportation order. (NYPost)
-Regulatory and Legal-
1. President Trump Signs Stablecoin Bill, Capping Off 'Crypto Week': The GENIUS Act, signed by President Trump, legalizes stablecoins in the U.S., providing clear rules for their issuance and trading. This legislation is expected to spark interest from banks, traditional finance players, and major retailers in adopting stablecoins. (Decrypt)
2. GENIUS Act is helping Ethereum ‘have its moment,’ Bernstein says: "The GENIUS Act was signed by the U.S. President on Friday. Stablecoins are now legal digital cash. And given stablecoin’s dominant rail, Ethereum is having its moment finally - ETH is up ~45% in the last 2 weeks," analysts at Bernstein said. (TheBlock)
-CBDCs/World Currencies/Strategic Reserves-
1. UK Moves to Sell Billions in Confiscated Bitcoin Assets: The UK Home Office is preparing to sell a massive stockpile of bitcoin seized from criminals, potentially netting the Treasury billions to address budget pressures. The haul of forfeited bitcoin (BTC), estimated to be worth billions, includes approximately 61,245 BTC confiscated during law enforcement operations. (BitcoinCom)
2. China's US Treasury Holdings Fell to Lowest Level Since 2009 in May: China has sold off more of its U.S. Treasury holdings, bringing its current total to $756.3 billion, the lowest level since March 2009. While some may not consider this significant, it marks the third consecutive month of declines. (BitcoinCom)
-Institutional Concerns-
1. Jack Dorsey's Bitcoin-centric Block Inc to join S&P 500 this week: "It’s a milestone that reflects the strength of our business and the work of thousands of people building tools to increase access to the economy, across our brands including Square, Cash App, Afterpay, TIDAL, Proto, and Bitkey," (TheBlock)
-Economic Indicators-
1. US 10-Year Yield Falls for 4th Session: The yield on the US 10-year Treasury note fell to around 4.4% on Monday, sliding for the fourth consecutive session as investors focused on trade developments and upcoming economic indicators. (TradingEconomics)
2. U.S. Aims for Last-Minute Trade Pact with EU Ahead of Tariffs: U.S. Commerce Secretary Howard Lutnick said he was confident the U.S. and the EU could reach a trade deal before August 1, which he called a "hard deadline" for new tariffs. In an interview with CBS, Lutnick said there was “plenty of room” for agreement and expressed optimism. (TradingEconomics)
-Security Concerns-
1. Florida woman scammed out of $15K by AI cloning her daughter’s voice: ‘I know my daughter’s cry’: Sharon Brightwell said she got a call last Wednesday that sounded exactly like her adult daughter, April Monroe, sobbing and panicking on the other end of the line and telling her that she had hit a heavily pregnant woman while texting and driving. (NYPOst)
-Technology and Science-
1. Yahoo Japan Requires All 11,000 Employees to Use Generative AI to Double Productivity by 2028: Yahoo Japan is now mandating that all of its 11,000 employees start using generative AI and utilizing its capabilities, features, and more to improve their workflow. (TechTimes) (AC-An indicator of future employment?)
-Bitcoin Community-
1. Bitcoin Developers Finally Fix Long-Running Bug: Bitcoin Core developers have patched a 5-year-old disk fill bug that has been causing issues for full node operators since 2020. The bug, which involves attackers forcing excessive data writes to victims' hard drives, has finally been addressed in the latest Bitcoin Core release. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 71/100 (Down 3 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 904,444
DTG/ICOD: 1200Z 07JUl2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump Meets Netanyahu for Gaza Peace Talks / BRICs Affiliated Countries May See Higher Tariffs / IDF Hits Houthi Targets / Japan May Give Philippines Warship / Texas Floods Result in Over 80 Deaths / Musk to Form New Political Party / FBI Memo Says Epstein List Didn't Exist, May be Fake / Sen Lummis Intros $300 Crypto Tax Exemption / US Employment Up / Canadian Woman Lost $1.3M in Bitcoin in Sim Swap / Whale Moves 80K BTC / Bitcoin Core Dev Arrested, Released in El Salvador / Jack Dorsey Releases Bluetooth "BitChat" App
Market Data: Price: 1 BTC= $108,671, 32.90 oz Gold, .25 Median US House
24hr Hi: $109,731 / Lo: $108,076
Volume: 40B (Up 32%)
Mkt Cap: $2.16T (Even)
HashRate: 882 EH/s
Avg Fee Rate: 2 sats/vBtye (Up 100%)
---Reports---
-International Events-
1. Trump hosts Netanyahu, eyes Israel-Hamas deal 'this week': Israeli Prime Minister Benjamin Netanyahu will meet US President Donald Trump on Monday after Trump voiced hope for a Gaza hostage deal "this week." Indirect Israel-Hamas talks resumed Sunday in Doha, seeking a ceasefire and hostage-prisoner swap.
2.Trump Says BRICS-Aligned Countries to Face Additional 10% Tariffs: Trump's announcement followed the BRICS annual summit in Rio de Janeiro, Brazil, where leaders condemned rising tariffs and trade restrictions as inconsistent with WTO rules. (GroundNews)
3. Israel carries out strikes on Houthi-controlled power station, ports across Yemen: The Israel Defense Forces confirmed early Monday morning that airstrikes carried out by some 20 fighter jets targeted multiple Houthi targets in Yemen, including the ports of Hodeidah, Ras Isa and Salif, and the Ras Khatib power station. (TimesOfIsrael)
4. Japan eyes used warship transfer to Philippines in bid to counter China: Japan is looking to transfer secondhand Maritime Self-Defense Force Abukuma-class destroyer escorts to the Philippines, in what would mark Tokyo’s first export of an entire major naval platform in decades. (JapanTimes)
-US Events-
1. Texas braces for more rain as death toll mounts to at least 82 with dozens missing: Rescuers are still searching for at least 41 missing people, according to state and local officials. Among them are 10 girls and one counselor from Camp Mystic, an all-girls summer camp along the Guadalupe River that rose more than 20 feet in less than two hours during the peak of the flooding early on the Fourth of July. (CNN)
2. Musk says he is forming new political party after fallout with Trump: Musk’s criticism of the BB bill was the catalyst for a major falling out between the two men last month. “When it comes to bankrupting our country with waste & graft, we live in a one-party system, not a democracy,” Musk said on his social media platform, X. “Today, the America Party is formed to give you back your freedom.” (CNN) (AC-Musk also tweeted that the new party would embrace bitcoin.)
3. FBI Concludes Jeffrey Epstein Had No Clients, Didn't Blackmail Anyone, And Definitely Killed Himself: Deceased financier Jeffrey Epstein and his colleague, Ghislaine Maxwell, were both charged by the Justice Department with sex trafficking—and Maxwell was convicted. But according to the DOJ, the two apparently didn’t have any clients. “This systematic review revealed no incriminating ‘client list.’ There was also no credible evidence found that Epstein blackmailed prominent individuals as part of his actions. (ZeroHedge) (AC-Initial reports show this memo may in fact be fake.)
-Regulatory and Legal-
1. Senator Lummis Introduces Digital Asset Tax Legislation: The bill proposes a $300 exemption for small Bitcoin and crypto transactions, defers taxes on mining and staking until assets are sold. (BitcoinMag) (AC-Obviously too small to make much of a difference to holders.)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US 10-Year Yield Steady as Tariff Deadline Moved: The yield on the US 10-year Treasury note held near 4.33% on Monday, as markets digested President Donald Trump’s confirmation that sweeping reciprocal tariffs will take effect on August 1. (TradingEconomics)
2. US Nonfarm Payrolls Beat Forecasts: US nonfarm payrolls rose by 147K in June 2025, following an upwardly revised 144K in May and well above forecasts of 110K. The reading was also in line with the average monthly gain of 146K over the prior 12 months. (TradingEconomics)
-Security Concerns-
1. Canadian Woman Sues After $1.3M in Bitcoin Vanishes in SIM-Swap Scam: Canadian woman Raelene Vandenbosch is embroiled in a multi-million dollar legal battle, alleging she lost 12.57969337 bitcoins, now valued at approximately $1,359,246, to a sophisticated SIM-swapping scam. Her lawsuit, filed against telecom company Rogers Communications and Match Transact Inc., attributes the devastating loss to a security lapse by a cellphone store employee. The hacker, now in control of her digital identity, swiftly gained access to her cryptocurrency wallets on Ledger and Shakepay, ultimately pilfering all the bitcoins. (BitcoinCom)
-Technology and Science-
1.Twitter Co-founder Jack Dorsey Enters the Decentralized Chat Race With BitChat Bluetooth Mesh App: BitChat enables encrypted chats over Bluetooth with no SIM, servers, or internet. Messages are relayed through up to 7 nearby devices using a decentralized mesh network and the app supports iOS/macOS with AES-256 encryption and anonymous session keys. BitChat offers offline group chats, dummy messages, and emergency data wipes.(Blockonomi)
-Bitcoin Community-
1. Bitcoin Core Developer Arrested in El Salvador For Allegedly Calling Neighbor ‘Stupid’: The developer Jon Atack says he has now been released but was allegedly detained and faced up to eight years in prison after his Salvadoran neighbor accused him of calling her “stupid” during a dispute over a piece of land. (BitcoinCom)
2. Bitcoin Whale Moves 80,000 BTC in Address Upgrade, Not Sell-Off, Analysts Say: Bitcoin markets briefly reacted after a massive 80,000 BTC transfer sparked speculation across the crypto community. However, blockchain analysts say the move likely reflects a wallet upgrade, not a sell-off. The transactions, worth over $8 billion, originated from legacy addresses and now sit in modern formats. (Blockonomi) (AC-Not a small stack)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 73/100 (Even)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 903,824
DTG/ICOD: 1200Z 03JUl2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US Agreement Sources Rare Minerals / Columbia's New Narco Sub Was Unmanned, Used Starlink / House To Vote On Spending Bill / Judge Blocks Trump Order Blocking Asylum Claims / July 4th Celebrations Canceled in LA / Stablecoins Vs. Bitcoin / IMF Says No to Pakistan Bitcoin Plan / $14B Gain For MSTR Last Quarter / Genius Group Teaches AI, HODLs BTC / US M2 Supply Up, USD Index Down / Wrench Attacker Had Finger Bit Off / 40 Firefox Add-Ons Steal Your Crypto / New AI Model Mimics Human Mind / Hal Finney Foretold Bitcoin Banks
Market Data: Price: 1 BTC= $109,577, 32.74 oz Gold, .25 Median US House
24hr Hi: $110,293 / Lo: $107,225
Volume: 56B (Up 18%)
Mkt Cap: $2.18T (Up 2%)
HashRate: 866 EH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. ‘Quad’ nations announce critical minerals initiative amid China concerns: Top diplomats from “the Quad” nations of Australia, India, Japan and the United States have agreed to work more closely to secure supply chains for critical minerals, including rare earths — a sector dominated by China — in a bid to cut back their reliance on Beijing. (JapanTimes)
2. Colombia seizes first unmanned narco-submarine with Starlink antenna: The Colombian navy on Wednesday seized its first unmanned narco-submarine, equipped with a Starlink antenna, off the Caribbean coast. No drugs were found, but officials and regional security sources suspect it was a trial run for automated cocaine trafficking, navy and Western sources told AFP. (France24)
-US Events-
1. House nearing final vote on Trump's "big, beautiful bill": The House voted 219-213 overnight Wednesday, after hours of delay, to advance President Trump's "big, beautiful bill" for debate before a final vote. GOP leaders had to overcome pushback over changes the Senate made to the legislation.(CBS)
2. Judge Blocks Trump's Order Barring Illegal Border Crossers From Claiming Asylum: A federal judge on July 2 ruled against a Trump administration directive that blocked foreign nationals who cross the U.S.–Mexico border illegally from seeking asylum. The president cannot “adopt an alternative immigration system, which supplants the statutes that Congress has enacted,” Judge Moss wrote in the order. (EpochTimes)
3. Some 4th of July Celebrations Canceled in L.A. Area; Anti-ICE Protests Continue: Celebrating the Fourth of July is proving too dangerous for municipalities in the Los Angeles area, prompting them to cancel planned celebrations due to concerns about enforcement actions by U.S. Customs and Immigration Enforcement (ICE) agents. (Breitbart)
-Regulatory and Legal-
1. Bitcoin vs stablecoins showdown looms as GENIUS Act nears: There’s been an unprecedented tailwind in Washington DC this year for stablecoins. From the embrace of the assets by politicians and the industry to the GENIUS stablecoin legislation passing the Senate, 2025 marks an important turning point. Stablecoins and Bitcoin would seem to have two irreconcilable aims — the former supports the existing fiat based financial system and the latter wants to overthrow it. “Stablecoins also play a key role in expanding Bitcoin adoption,” said Lawant. “For many users, stablecoins’ lack of fiat price volatility makes them a more familiar on-ramp to digital wallet infrastructure and maybe even to blockchain-based finance. This can eventually lead them to explore Bitcoin.” (CoinTelegraph) (AC-There are several scenarios when looking at stablecoins and Bitcoin, yet the most likely one is a transitionary period where stablecoins become used more often and Bitcoin is seen as the best store of value. This might continue until deterministic fiat crisis' result in loss of trust and Bitcoin, coupled with better P2P technologies, becomes the dominant world currency.)
2. IMF Rejects Pakistan’s Bid to Subsidise Power for Crypto Mining: The International Monetary Fund has said no to Pakistan's proposal to offer subsidised electricity tariffs to crypto mining operations, dealing a blow to the country's ambitious plans to become a regional crypto hub just two months after it announced a strategic Bitcoin reserve. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Strategy Set to Book $14B Gain as Saylor’s Bet Shakes Wall Street: Michael Saylor’s Strategy is set to deliver a staggering $14 billion | 127,606 BTC unrealized profit in Q2, propelled by bitcoin’s surge and a pivotal accounting change that could cement his company’s place alongside Wall Street powerhouses like JPMorgan and Amazon. (BitcoinCom)
2. AI Education Firm Genius Group Boosts Bitcoin Treasury Stash: Genius Group Limited, a Singapore-based AI-powered education firm, has doubled its bitcoin reserves since a US court lifted an injunction on Bitcoin acquisitions. The company aims to acquire 1,000 BTC within six months to further its mission of educating learners on AI, digital finance, and community values. (Decrypt) (AC-Interesting mix of business)
-Economic Indicators-
1. Weakening dollar and M2 influx set stage for possible Bitcoin surge in H2: M2, a key measure that includes cash, checking accounts, savings, and money market deposits, hit $21.94 trillion by the end of May. Year over year, M2 has grown by 4.5%. Meanwhile, the sharp rise in liquidity comes at a time of historic weakness for the US dollar. The Kobeissi Letter notes that the Dollar Index dropped by 10.8% during the first half of 2025. (CryptoSlate) (AC-'Nothing stops this train.'
-Security Concerns-
1. Crypto Billionaire Bit Off Attacker’s Finger in Attempted Kidnapping: In court last week, billionaire crypto investor and entrepreneur Tim Heath shared his experience of being attacked in a failed kidnapping attempt last year. Ambushed outside his apartment last year by individuals posing as painters, Heath bit off part of his assailant's finger in the attempted kidnapping.
Attackers tracked his movements using GPS, fake passports, and burner phones. Heath has invested €2.7 million in personal security following the violent incident. (Decrypt)
2. Over 40 fake Firefox add-ons impersonating major crypto wallets linked to active credential theft campaign: The fake extensions impersonated legitimate tools from major crypto services such as Coinbase and MetaMask. After users install these counterfeit extensions, they would secretly collect sensitive wallet information, potentially exposing victims' crypto assets to theft. (TheBlock) (AC-Never input your keys into anything other than your cold wallet.)
-Technology and Science-
1. Scientists Use A.I. to Mimic the Mind, Warts and All: To better understand human cognition, scientists trained a large language model on 10 million psychology experiment questions. It now answers questions much like we do. All told, 160 experiments were chosen for LLaMA to train on, including over 10 million responses from more than 60,000 volunteers. We essentially taught it to mimic the choices that were made by the human participants,” Dr. Binz said. (NYTimes)
-Bitcoin Community-
1. Hal Finney’s 2010 “Bitcoin Backed Banks” Prediction Is Coming True Now: Hal Finney, the famous cryptographer and the first ever recipient of a Bitcoin transaction, foresaw a prominent future for BTC. In 2010, he envisioned the development of Bitcoin-backed banks and the status of BTC beyond a mere asset. Now, after fifteen years, that prediction is taking shape in 2025. Erebor, a proposed US-backed Bitcoin bank, and many other BTC reserve-driven fintech platforms are in formation. (CoinGape)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 73/100 (Up 10 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: