BTC Daily Intelligence Bulletin (DIB)
Block: 924,152
DTG/ICOD: 1200Z 18Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: UN Supports Gaza Plan / Nigerian Gunman Abduct 25 Schoolgirls / Chile Voters Go To Polls / ICE Ops in Charlotte Net 130, 30% of Kids Skip School / FEMA Director Resigns After 6 Months / US House Votes on Epstein File Release / US Marshals Rescue 122 Kids / White House Wants to Tax Foreign Crypto Assets / El Salvador Buys the Dip Big / Average BTC ETF Holder Underwater / CBOE Launches Continuous Bitcoin Futures / UST Yield Lower, Unemployment Claims Up, Stocks Down, Bitcoin Way Down / Car Hacking a Thing Now / Grokipedia Making Waves / Only 5% of Bitcoin Left to Be Mined
Market Data: Price: 1 BTC= $91,387, 22.65 oz Gold, .21 Median US House
24hr Hi: $95,791 / Lo: $89,300
Volume: 119B (Up 55%)
Mkt Cap: $1.82T (Down 4%)
HashRate: 1 ZH/s
Avg Fee Rate: 2 sats/vBtye (Up 100%)
---Reports---
-International Events-
1. U.N. Security Council Resolution on Gaza Passes, Trump Named Chairman of ‘Board of Peace': The United Nations Security Council passed a resolution on Monday in support of President Donald Trump’s 20-point peace plan in Gaza, and Trump has been named chairman of the Board of Peace. The Board (of Peace) will coordinate the delivery of humanitarian assistance, facilitate Gaza’s development, and support a technocratic committee of Palestinians responsible for day-to-day operations of Gaza’s civil service and administration while the Palestinian Authority fully implements its reform program. (Breitbart)
2. Nigerian School Kidnapping - Gunmen abducted 25 schoolgirls from a high school in northwestern Nigeria and killed the vice principal during the attack. Authorities reported the incident occurred overnight, with no immediate claims of responsibility. Security forces have been deployed to search for the victims. (CNN)
3. Chile Presidential Runoff - Chile's far-right candidate Jose Antonio Kast advanced to a presidential runoff after a vote that propelled him ahead in initial results. The election saw high voter turnout amid economic concerns. Kast will face a center-left opponent in the December runoff. (Reuters) (AC-'Far-right' and 'center-left', only looks that way through bias and influence operations.)
-US Events-
1. US Border Patrol arrests over 130 in first 48 hours of Charlotte immigration operation, while nearly 21,000 Charlotte-Mecklenburg students absent from school on Monday: Border Patrol agents had arrested over 130 people on Saturday and Sunday in Charlotte during the first two days of the federal operation targeting undocumented migrants. Officials with Charlotte-Mecklenburg Schools said on Monday that approximately 20,935 students across the 185 schools were absent, which is 15% of students enrolled. According to data from Charlotte-Mecklenburg Schools 31% of the student population are Hispanic identifying students. (WBTV/Reuters)
2. Acting FEMA Administrator David Richardson Resigns: FEMA employees and Homeland Security officials criticized Richardson's low visibility and said he was difficult to reach during Texas floods that killed at least 130 people. Richardson kept a dual role in DHS while running FEMA while maintaining his post in the Countering Weapons of Mass Destruction office. He was in his post for 6 months. (GroundNews)
3. House to vote on full Epstein files' release: The measure -- called "The Epstein Files Transparency Act" -- would compel Attorney General Pam Bondi to make available all "unclassified records, documents, communications and investigative materials" in the Department of Justice's possession related to Epstein. (ABC)
4. U.S. Marshals Rescue 122 Missing Children in Multi-State Operation Home for the Holidays: The U.S. Marshals Service spearheaded Operation Home for the Holidays, a two-week multi-agency effort across Florida and nine other states that recovered 122 endangered children aged 23 months to 17 years, including two located in Mexico and Guatemala. Authorities arrested six adults on charges such as sexual batteries, with many children reporting abuse, neglect, and exposure to criminal activities like trafficking and drugs. Collaborators including the FBI, Florida agencies, and nonprofits provided immediate medical care, therapy, and family reunifications ahead of the holidays. (X)
-Regulatory and Legal-
1. White House Considering Rules to Allow the IRS to Track and Tax Foreign Crypto Holdings: The Trump administration is moving towards approving rules for the IRS to access information on Americans' foreign crypto accounts to enforce taxation. The proposed rules, part of the Crypto-Asset Reporting Framework, aim to combat international tax evasion. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. El Salvador Makes Its Largest Bitcoin Purchase Ever Despite Rising Market Sell-Off: In spite of the current downturn in the price of Bitcoin, El Salvador has purchased more than $100 million | 1,091 BTC in BTC. This is considered the largest single-day purchase of the token by the country. (CoinGape) (AC-Conviction!)
-Institutional Concerns-
1. Average Bitcoin ETF investor now underwater as BTC falls below $89.6K: The flow-weighted cost basis across all US Bitcoin ETFs sits near $89,600, a level Bitcoin fell below on Tuesday, leaving the cohort underwater. (CoinTelegraph) (AC-Don't be average, DCA real Bitcoin and HODL.)
2. Bitcoin Miner Hive's Stock Bucks Crypto Market Losses, Rises on Record Revenue and Dell Partnership: Hive Digital Technologies' stock surged over 7.5% after announcing record revenue and a partnership with Dell for its AI division. The company reported a 285% year-over-year revenue increase and a 91% rise from the previous quarter, with strong performance in Bitcoin mining and high-performance computing segments. (Decrypt) (AC-It seems the dual rails of Bitcoin mining and AI computing are working for some.)
3. Cboe to Launch Continuous Bitcoin Futures on December 15: These new futures are designed to give traders long-term exposure to bitcoin without some of the operational headaches of traditional futures. Each contract has a 10-year expiration and a daily cash adjustment, which means positions are automatically updated every day to reflect the underlying asset’s price. In effect, this creates a “perpetual” exposure. Traders no longer have to manually roll contracts every few months, which has been a major friction point for investors using conventional futures. (BitcoinMag)
-Economic Indicators-
1. Treasury Yields Edge Lower: The yield on the US 10-year Treasury note fell to 4.11% on Tuesday, the lowest level in about a week, as a flight-to-safety and risk-off mood took hold amid renewed concerns over high valuations in tech and AI stocks, driving investors away from riskier assets. (TradingEconomics)
2. US Records 232K Initial Jobless Claims Mid-October: Initial jobless claims in the US totaled 232,000 on the week ending October 18th, remaining firmly above the averages from the period since the end of the second quarter. (TradingEconomics)
3. US Stocks Start the Week Sharply Lower: US stocks opened the week sharply lower as investors braced for a busy slate of delayed economic releases and a key round of tech earnings, with the Dow plunging 1.1% while the S&P 500 and Nasdaq slid 0.8% and 0.7% respectively. (TradingEconomics)
-Security Concerns-
1. Kamel Ghali on what's 'theoretically possible' in car hacking: A veteran “white hat” car hacker and penetration tester, the Japan-based Ghali has trained engineers and regulators in the United States, Japan, and the Middle East on how to spot and fix the kinds of flaws that can turn a vehicle into a rolling vulnerability. here are many different damage scenarios that you can put into effect as an attacker, like eavesdropping or taking pictures of someone's home, or stealing their contacts from the head unit. The absolute worst-case scenario is that, God forbid, someone hacks a car, or multiple cars, and causes them to crash into a building, or commits an act of terrorism or an assassination, God forbid. These are theoretically very real possibilities. (RecordedFuture) (AC-A great 'Darknet Diaries"-style read on the risks of driving a connected computer.)
-Technology and Science-
1. Elon Musk's Grokipedia Sparks Outrage Over Conspiracy Theories, Questionable Sources: The Cornell study found that much of Grokipedia's content is copied verbatim from Wikipedia. More incredibly, the site regularly cited sources banned by Wikipedia itself for being unreliable. One particularly striking example: an entry on the "Clinton body count" conspiracy theory that cited InfoWars, a source known across the globe for spreading disinformation. (TechTimes) (AC-Pure 5th Generation Warfare moves here. Study the facts objectively.)
-Bitcoin Community-
1. Just 5% of All Bitcoin Is Left to Be Mined: Bitcoin reached a significant milestone as 95% of its total supply was mined, with the 19.95 millionth BTC being mined by Antpool. The network enforces a hard cap of 21 million coins, with the next halving in April 2028 reducing the reward to 1.5625 BTC per block. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 11/100 (Down 3 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: 926,282
DTG/ICOD: 1200Z 03Dec2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Japan Yields to China Pressure / N. Ireland Politicians Threatened / Nor'easter Hits East Coast / Republican Wins TN Election / Trump Pardons Honduran Ex=President / Next Fed Chief Teased / Aussie Bitcoiners Fight FUD / UK Bill States Crypto is Property / Gensler Says Only Bitcoin Legit / Bitcoin Settles As Much As VISA / B of A Endorses 4% Crypto Allocation / Employment Down / MSTR Negotiates With MSCI Index / Anthropic Preps for Big IPO
Market Data: Price: 1 BTC= $93,178, 22.07 oz Gold, .22 Median US House
24hr Hi: $93,965 / Lo: $87,646
Volume: 85B (Up 23%)
Mkt Cap: $1.85T (Up 6%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 80%)
---Reports---
-International Events-
1. Japan’s Sanae Takaichi reaffirms Taiwan is a part of China: Japan’s position on Taiwan remains unchanged, Japanese Prime Minister Sanae Takaichi said on Wednesday, referring to a 1972 commitment that led to the normalisation of ties between Beijing and Tokyo. Takaichi’s comments come nearly a month after she told the parliament that an attack on Taiwan by the PLA could constitute a “survival-threatening situation” – one that could allow Tokyo to engage in military action. (SCMP)
2. Masked Gunmen Threaten N. Ireland Politicians in Video: Three masked, armed men calling themselves the New Republican Movement posted a video last week threatening elected officials in Newry, Mourne and Down, calling them 'legitimate targets' over immigration policies and claiming to know their addresses and movements. Police launched a criminal investigation to identify those responsible for what officials condemned as an attack on democracy. (GroundNews)
-US Events-
1. Winter Storm Hits Eastern US: A Nor'easter brought heavy snow, ice, and flooding to the East Coast, affecting over 75 million people under weather alerts. The storm caused power outages, travel disruptions, and flight cancellations. Some areas received over a foot of snow, with ongoing rescue efforts. (NPR)
2. Tennessee Special Election Results: Republican Matt Van Epps won Tennessee's 7th District special election against Democrat Aftyn Behn, securing a relatively tight victory. The race saw millions in ad spending and rallies from Trump and Speaker Mike Johnson. Van Epps' win strengthens GOP control in the House. (NYTimes)
3. Trump Pardons Former Honduran President: President Trump pardoned Juan Orlando Hernández, the ex-Honduran leader convicted in a major drug-trafficking case linked to global narco-networks. The pardon sparked bipartisan criticism, with accusations of undermining justice. Hernández was released from prison following the decision. (NYPost)
-Regulatory and Legal-
1. Next Fed Chair Teased: US President Trump said he will be announcing Fed Chair in early 2026, while he commented that even JPM's Dimon said Powell should reduce rates and reiterated that US Treasury Secretary Bessent doesn't want the job. It was later reported that President Trump said they looked at ten Fed candidates and have it down to one, while he referred to NEC Director Kevin Hassett as a potential Fed chair. (ZeroHedge)
2. UK Passes Digital Assets Bill Recognizing Crypto as Property: The Property (Digital Assets etc) Bill confirms that digital assets have the same legal status as traditional forms of property, a shift designed to protect ownership rights, inheritance claims and recovery efforts. (Decrypt)
3. Australian Bitcoin Group Challenges ABC News Over 'Misleading' Coverage: The Australian Bitcoin Industry Body filed its grievance with the Australian Broadcasting Corporation on Tuesday, targeting an article that the group claims "misrepresented Bitcoin's purpose, conflated it with criminal activity, omitted long-standing publicly available information, and relied on sensational language rather than evidence." (Decrypt) (AC-Pushback is needed everywhere.)
-CBDCs/World Currencies/Strategic Reserves-
1. Only Bitcoin Escapes the “High-Risk” Label, Warns Former SEC Chair Gary Gensler: In a fresh conversation with Bloomberg TV, he separated Bitcoin from the rest of the industry once again, arguing that nearly every other token functions as a speculative gamble rather than a sound investment. (CoinDoo) (AC-For once, we agree.)
2. Bitcoin now settles Visa-scale volumes, but most is for wholesale, not coffee: Bitcoin settled $6.9 trillion worth of payments over the past 90 days, which is “on par with or above Visa and Mastercard,” according to blockchain data platform Glassnode. Bitcoin’s settlement volume is mainly attributed to trading, remittances, and store-of-value investment, as global merchant adoption remains low. (CoinTelegraph)
-Institutional Concerns-
1. Bank of America Endorses up to 4% Allocation to Cryptocurrencies for Wealth Management Clients: Bank of America plans to introduce digital asset exposure for wealth management clients, allowing up to 4% allocation to cryptocurrencies starting next year. This move aims to cater to investors with varying risk profiles, with coverage of Bitcoin ETFs from various providers also set to begin in January. (Decrypt)
2. MSCI Index Removal Threat Grows as Strategy Enters Negotiation Talks, Saylor Confirms: Strategy has officially started off talks with top index firm MSCI. Michael Saylor has confirmed that the negotiations are underway in a bid to remove his firm from the key index. (CoinGape)
-Economic Indicators-
1. Bitcoin just ripped 11% after the Fed quietly restarted a $38 billion money printer mechanism: The Federal Reserve formally ended quantitative tightening (QT) on Dec. 1, coinciding with the New York Fed conducting approximately $25 billion in morning repo operations and another $13.5 billion overnight, the largest such injections since 2020. (CryptoSlate)
2. US Private Sector Cuts Jobs Again: ADP: Private businesses in the US cut 32K jobs in November 2025, following an upwardly revised 47K gain in October, and compared to forecasts of a 10K rise. (TradingEconomics)
-Security Concerns-
NSTR
-Technology and Science-
1. Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI: The start-up, led by chief executive Dario Amodei, was also pursuing a private funding round that could value it above $300 billion, including a $15 billion combined commitment from Microsoft and Nvidia, per the report. (CNBC)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 28/100 (Up 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: 926,138
DTG/ICOD: 1200Z 02Dec2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Ukraine Talks Continue in Moscow / DR Congo, Rwanda to Sign Peace Deal / SECTREAS Opens Investigation into Minnesota Fraud / US Court Disqualifies Alina Habba / Coinbase Execs Sued For Insider Trading / Vanguard Lists Bitcoin ETFs / Strategy Builds a Moat / Silver Zooms / US Fed QT Ends / Stocks Hold / India To Install Cyber Control on Phones / AI Cracks Smart Contracts / Bitmain Crackdown Worries Miners
Market Data: Price: 1 BTC= $87,363, 20.76 oz Gold, .20 Median US House
24hr Hi: $87,578 / Lo: $83,578
Volume: 70B (Up 2%)
Mkt Cap: $1.74T (Up 2%)
HashRate: 1 ZH/s
Avg Fee Rate: 6 sats/vBtye (Up 500%)
---Reports---
-International Events-
1. Ukraine Talks: Russian President Vladimir Putin hosted U.S. envoy Jared Kushner in Moscow for discussions aimed at ending the Ukraine war, following recent progress in preliminary negotiations. The meeting focused on cease-fire terms, territorial adjustments, and NATO involvement, with both sides expressing cautious optimism but no immediate agreements announced. (BBC)
2. White House Says DR Congo, Rwanda To Sign Deal Thursday: President Donald Trump has been instrumental in brokering the peace agreement, hosting the leaders for the signing ceremony, which is expected to mark significant progress after over 30 years of conflict. (GroundNews)
-US Events-
1. Minnesota Fraud 'Explosion': Minnesota House speaker highlighted an explosion in social services fraud under Governor Tim Walz, costing the state significant funds. Investigations revealed Somali-linked scams totaling $1 billion. SECTREAS Scott Bessent announced today that the Treasury Department was investigating reports that Minnesota taxpayer funds “may have been diverted to the terrorist organization” Al-Shabaab.(Fox/Breitbart)
2. US appeals court rules former Trump lawyer Alina Habba disqualified as New Jersey prosecutor: After her interim appointment expired, the administration used a novel sequence of legal and personnel moves to keep Habba in office, but judges ruled the Federal Vacancies Reform Act barred her acting role as First Assistant U.S. Attorney. (GroundNews)
-Regulatory and Legal-
1. Coinbase C-Suite, Marc Andreessen Sued for Billions Over Alleged Insider Trading Scheme: A group of Coinbase stockholders has filed a lawsuit against the company’s leadership over an alleged yearslong scheme involving the insider trading of billions of dollars worth of company stock. (Decrypt)
2. US FDIC to propose GENIUS Act implementation framework this month: "The FDIC has begun work to promulgate rules to implement the GENIUS Act," Hill said in prepared testimony for a House Financial Services Committee hearing on oversight of prudential regulators. "We expect to issue a proposed rule to establish our application framework later this month and a proposed rule to implement the GENIUS Act’s prudential requirements for FDIC-supervised payment stablecoin issuers early next year." (TheBlock)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Vanguard ETF Trading: Vanguard, the second-largest asset manager globally, announced it will permit trading of Bitcoin and other cryptocurrency-linked ETFs and mutual funds on its U.S. platform. The decision reverses prior restrictions and applies to select products meeting regulatory standards. (InvestorDaily) (AC-The option to buy Bitcoin ETFs is now live on the Vanguard website.)
2. Strategy new ‘last resort’ to sell Bitcoin could trigger on 15% dip – sets $1.4B cash reserve contingency: MSTR was prioritizing a $1.44 billion cash reserve and providing investors with detailed parameters for potential asset sales. This represents a pragmatic evolution of its treasury management that acknowledges current market constraints. (CryptoSlate)
-Economic Indicators-
1. Silver Breaks $58, Then Just Keeps on Going: Silver’s new high comes just over a month after a severe supply squeeze in the dominant silver trading hub in London last month, which sent prices soaring above levels in Shanghai and New York. (ZeroHedge)
2. US FED Injects $13.5B | 154,621 BTC in Liquidity Overnight as QT Ends: The US Federal Reserve (FED) injected $13.5 billion | 154,621 BTC into the banking system through overnight repurchase agreements as quantitative tightening (QT) ended on Monday. This marks the second-largest liquidity injection since the Covid pandemic. (CoinGape)
3. US Stocks Remain Subdued in Afternoon Trading: US stocks snapped five day win streaks at the start of December as the S&P 500 fell 0.4%, the Nasdaq eased 0.3% and the Dow declined 0.8% while caution dominated ahead of key economic releases this week including the delayed September PCE report and next week’s FOMC decision. (TradingEconomics)
-Security Concerns-
1. India orders phone makers to preload devices with state-owned cyber safety app: India’s telecoms ministry has privately asked smartphone makers to preload all new devices with a state-owned cybersecurity app that cannot be deleted, a government order showed, a move likely to antagonize Apple and privacy advocates. (TheGuardian)
2. AI agents pose immediate threat to smart contract security, Anthropic says: The company said in its latest report that it tested models including Claude Opus 4.5 and Claude Sonnet 4.5 in a mock blockchain environment on previously exploited smart contracts deployed after March 2025. Anthropic said the AI agents successfully exploited 17 of 34 test contracts, stealing $4.5 million | 51.53 BTC in simulated funds. (TheBlock)
-Technology and Science-
NSTR
-Bitcoin Community-
1. A US crackdown on Bitmain will leave miners scrambling as repair lines and deliveries seize up: The US government has opened a security review into Bitmain, the Beijing-based manufacturer that sells most of the world’s Bitcoin mining rigs. A months-long federal investigation, known internally as Operation Red Sunset, has been probing whether Bitmain’s machines can be remotely steered for spying or used to interfere with the American power grid. (CryptoSlate)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 24/100 (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: 926,015
DTG/ICOD: 1200Z 01Dec2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump, Maduro Talk Via Phone / Ukraine Talks 'Intense' / US Lawmakers Wants Clarification on SECDEF Orders / Stockton Shooting Injures 14, 4 Dead / 'Permanent Pause' On US Immigration / Japan Implements Flat Tax on Crypto / EUROPOL Shuts Down Crypto Mixer / Bitcoin Drops / Spear Phishing Increases / Thailand Says No to WorldCoin's Biometrics / El Salvador Puts Gov Docs On Bitcoin Blockchain
Market Data: Price: 1 BTC= $86,005, 20.15 oz Gold, .20 Median US House
24hr Hi: $91,965 / Lo: $85,653
Volume: 66B (Up 75%)
Mkt Cap: $1.71T (Down 6%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Trump Confirms Call with Maduro on Venezuela: President Trump confirmed a phone call with Venezuelan leader Nicolas Maduro while addressing proposals to close Venezuela's airspace. The discussion focused on drug trafficking and potential US actions in the region. (Fox)
2. Post-war borders dominated "intense" U.S.-Ukraine talks: Negotiations between the U.S. and Ukraine on Sunday focused on where the de facto border with Russia would be drawn under a peace deal, two Ukrainian officials tell Axios. They described the five-hour meeting as "difficult" and "intense," but productive. (Axios)
3. US lawmakers demand answers over Hegseth Venezuela boat strike claims: A US strike on a boat on 2 September left two survivors, but that a second attack was carried out to comply with Defense Secretary Pete Hegseth's orders to "kill everybody" on board - raising fresh legality questions. Hegseth decried the report as "fake news". (BBC)
-US Events-
1. Four dead after 14 people shot at family gathering in Stockton, California: The San Joaquin County Sheriff's Office said investigators see early indications of a targeted incident and are exploring all possibilities, while no suspect has been publicly identified and the suspect remains at large. Victims included children as young as 9 and ranged from juveniles to adults. (GroundNews)
2. Trump Announces Drastic 'Permanent Pause' On 'Third World' Migration, Critics Erupt: In a late-night post on his social media platform, the President announced he would 'permanently pause migration from all Third World Countries to allow the US system to fully recover'. He did not specify which nations he meant by 'Third World', nor did he provide details on how the so-called 'pause' would be enforced. (IBTimes)
-Regulatory and Legal-
1. Japan Plans Flat 20% Tax on Crypto Gains: Japan is planning to implement a flat 20% tax on cryptocurrency gains, aligning them with equities and investment trusts. (CoinDesk)
2. Germany, Switzerland Shut Down $1.4B | 16,228 BTC Crypto Mixer in Cross-Border Operation: European authorities have dismantled Cryptomixer, a cryptocurrency mixing service that has laundered over $1.4 billion | 16,228 BTC in Bitcoin since 2016. Cryptomixer enabled ransomware crews, underground forums, and dark-web markets to launder proceeds from drug trafficking, weapons trafficking, ransomware attacks, and payment-card fraud by blocking the traceability of funds on the blockchain, according to the agencies. (Decrypt) (AC-So... Mixers are only for criminals?)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. $150B BTC wiped: Bitcoin drops below $87k on Japan yield shock: A surge in Japanese government bond yields triggered a broad risk-off sentiment, shattering a fragile, low-volume market structure. Japan’s carry-trade repricing set the decline in motion, but trading volume data showed that the selloff worsened due to a market running on minimal liquidity. (CryptoSlate) (AC-The cause-effect on Bitcoin's price is speculative at best.)
2. US 10-Year Treasury Yield Extends Rebound: The yield on the US 10-year Treasury note rose to 4.04% on Monday, extending its rebound from Friday’s session, even as expectations for a Federal Reserve rate cut next week continued to rise. Market participants are currently pricing in an 87% chance of a 25bps rate cut at the Fed’s upcoming meeting. (TradingEconomics)
-Security Concerns-
1.Lazarus Group Tops Global Hack Mentions As Spear Phishing Attacks Surge: Lazarus, based on AhnLab’s findings, received the most mentions in post-cybercrime analyses over the last 12 months. The group has been singled out for financially motivated hacks, while Kimsuky seems more focused on intelligence gathering and tailored deception. (Bitcoinist) (AC-TLDR; Don't open files emailed to you unless 100% certain of content.)
2. Thailand bans World iris scans, orders company to delete data: Data regulators in Thailand said they are blocking the Sam Altman-founded company Tools for Humanity from collecting citizens’ iris scans in exchange for cryptocurrency payments. The World iris scan project has already been banned in Brazil, the Phillipines, Indonesia and Kenya. (RecordedFuture) (AC-Nothing good comes from this Altman effort.)
-Technology and Science-
1. El Salvador Partners with Simple Proof to Timestamp Government Documents on Bitcoin Blockchain: Simple Proof, the bitcoin-based document timestamping company, recently announced official partnerships with El Salvador’s Ministry of Foreign Affairs and Ministry of Environment to protect government records using the Bitcoin blockchain technology. “With a single transaction, we can protect millions of documents without congesting the network or altering its monetary function,” noting that the system stores only cryptographic hashes rather than actual documents on Bitcoin. (BitcoinMag)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 28/100 (Up 7 pts) (Not updated today.)
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: 925,117
DTG/ICOD: 1200Z 25Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Russian Missiles Hit Kyiv / China Warns Trump Over Taiwan / Judge Dismisses Comey and James' Cases Brought by DOJ / Trump Health Plan Panned Before Release / Trump EO Ignites Energy Plan for AI / Mallers' Debanking by JPMorgan Gets Public Attention / MSTR Still Under Pressure / Metaplanet Borrows More to Buy More / Exodus Buys Company With Bitcoin / Stocks Up / Two Wrench Attack Stories Get Violent / Is Taiwan Under Threat?
Market Data: Price: 1 BTC= $87,570, 21.16 oz Gold, .20 Median US House
24hr Hi: $89,206 / Lo: $85,272
Volume: 68B (Up 1%)
Mkt Cap: $1.74T (Up 2%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 50%)
---Reports---
-International Events-
1. Russian Missile Strike on Kyiv: Russian forces launched a missile-and-drone barrage on Kyiv, resulting in at least six fatalities and significant infrastructure damage, occurring shortly after reports of progress in peace negotiations. Ukrainian officials confirmed the attack disrupted power supplies in several districts, with emergency services responding to multiple sites. (NYTimes)
2. China's Stance on Taiwan: Chinese President Xi Jinping informed US President Donald Trump that Taiwan's return to China is considered an integral part of the post-war international order, amid ongoing territorial claims by Beijing. China maintains that Taiwan is part of its sovereign territory, rejecting any moves toward independence. This communication occurred during recent high-level discussions between the two leaders. (TheGuardian) (AC-See below)
-US Events-
1. Judge Dismisses Cases Against Comey and James, Finding Trump Prosecutor Was Unlawfully Appointed: A federal judge on Monday tossed out separate criminal charges against the former F.B.I. director James B. Comey and New York’s attorney general, Letitia James, saying the loyalist prosecutor installed by President Trump to bring the cases was put into her job unlawfully. The dismissals, while embarrassing for the White House and the Justice Department, are unlikely to be the last word on an issue of constitutional authority that many legal experts expect could be appealed to the Supreme Court. (NYTimes)
2. Republicans balk at Trump’s health care proposal before it’s even released: The White House on Monday delayed its proposal for averting a spike in Affordable Care Act premiums amid harsh blowback from an array of Republican allies and lawmakers. The proposal drew heavy criticism from conservatives who panned the proposal for including an extension of key enhanced ACA subsidies that are due to expire at the end of the year. (CNN) (AC-Truly a hard place to be in for both executive and legislative branches to be in. Continued interference in market dynamics by a government trending towards socialist health care (and back) can only exacerbate the problems of super-managed healthcare and inhibit affordability and quality for customers.)
3. Trump Launches Genesis Mission AI Project: The Genesis Mission aims to train scientific foundation models by harnessing massive federal scientific datasets, while the Department of Energy creates an American Science and Security Platform to centralize research infrastructure. Energy Secretary Chris Wright said the program will help lower energy prices and boost electricity grid efficiency, though analysts warn AI data centers could consume 6.7% to 12% of US electricity by 2028, up from 4.4% in 2023. (GroundNews)
-Regulatory and Legal-
1. Strike CEO Jack Mallers Debanked by JPMorgan as Bank Faces Epstein Tensions: JPMorgan Chase abruptly closed Strike CEO Jack Mallers’ accounts, citing “concerning activity,” reigniting crypto debanking fears amid the bank’s ongoing Epstein controversies. Mallers, who has a history of publicly calling out JPMorgan’s CEO Jamie Dimon, used the moment to promote Bitcoin. He posted on X: “Seek truth. Stand with integrity. Fight for freedom. Protect Bitcoin at all costs.” (BitcoinMag) (AC-The ire against JPMorgan is growing according to social media.)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Strategy Removal From Leading Indices Could Lead to Further Stock Drop: Strategy, a Bitcoin-buying firm, broke its usual pattern by not adding more Bitcoin to its stockpile, causing its stock price to remain low. Analysts predict potential removal from MSCI indices could lead to significant outflows and further stock declines. (Decrypt)
2. Metaplanet borrows another $130 million | 1,486 BTC against its bitcoin holdings to buy more BTC. (Decrypt)
3. Exodus Acquires W3C Using Bitcoin: Exodus is funding a $175 million | 2,003 BTC acquisition of W3C Corp (Monavate, Baanx) with its Bitcoin holdings, expanding into onchain payments. (CoinTelegraph) (AC-Who says you can't buy things with Bitcoin?)
-Economic Indicators-
1. US Stocks Rally on Tech Strength: US stocks rallied to start the holiday shortened week with the S&P 500 up 1.6% the Nasdaq jumping 2.7% and the Dow adding just over 240 points as investors grew more confident the Fed will ease policy soon. (TradingEconomics)
-Security Concerns-
1. Bitcoin Heist: Family Members Waterboarded, Sexually Assaulted as Attackers Steal $1.6 Million | 18.29 BTC: The “wrench attack,” or physical attack in which an assailant attempts to gain access to a victim’s cryptocurrency, took place on April 27-28, 2024. During the home invasion, four men unlawfully entered the victims' home, first gaining access when two of the men dressed as Canadian Post workers sought a signature for a fake package. Once inside, the victims—a husband, wife, and daughter—were restrained with zip ties. The men also waterboarded the husband and wife, and threatened to cut off the husband’s genitals if he did not provide them with the access to his funds. (Decrypt)
2. A fake delivery driver stole $11 million | 126 BTC in crypto this weekend as home invasion heists increase: A suspect posing as a delivery worker entered a Mission Dolores (San Francisco) home near 18th and Dolores around 6:45 a.m. on Nov. 22, restrained the resident, and stole a phone, laptop, and about $11 million | 126 BTC in cryptocurrency, according to the San Francisco Chronicle. (CryptoSlate)
-Technology and Science-
NSTR
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 20/100 (Up 1 pts)
Analyst Comments (AC): The recent focus by China on the island of Taiwan in interactions with Japan and now Pres. Trump, indicate a possible new concern over potential actions toward the nation. The years of miliary drills and buildup to practice invasions of the island are giving way to harsh words over outside intervention in what China considers their own sovereign land. This may simply be continued 'programming' of global narratives to facilitate a reason to invade, or an actual precursor to action. This is the time for world powers to plan accordingly and deter or buildup if choosing to defend Taiwan.
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: 924,565
DTG/ICOD: 1200Z 21Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Third Kidnapping of Students in Nigeria Spurs Calls to Action / IDF Continues Strikes in Gaza / US Military Testing Venezuela Defenses / Trump Anger Over Lawmaker's Video Draws Strong Words / Unfolding Medicare Scam in Minnesota Funded Terrorists / Judge Halts National Guard Deployment to DC / Crypto Orgs Petition Trump For More Clarity / New US Bill Would Accept Bitcoin for Taxes / MSTR in the Dumps, Threats Loom / DC Debates Bitcoin vs. Gold Reserves / Stocks, Bitcoin Down / Whale Sells $1.3B Worth of BTC / Pubkey DC Opens, SECTREAS Shows Up
Market Data: Price: 1 BTC= $83,971, 20.66 oz Gold, .19 Median US House
24hr Hi: $91,572 / Lo: $80,659
Volume: 135B (Up 62%)
Mkt Cap: $1.67T (Down 8%)
HashRate: 1 ZH/s
Avg Fee Rate: 3 sats/vBtye (Up 200%)
---Reports---
-International Events-
1. Students kidnapped from a Nigerian Catholic school, police say, amid outrage over violence against Christians: Police in Nigeria’s north-central Niger State reported that a group of armed bandits invaded a private Catholic school early on Friday, abducting an unknown number* of students from their hostels. The abduction in Niger, which borders Nigeria’s capital, Abuja, follows a similar attack on a church by gunmen in neighboring Kwara State earlier in the week. (CNN) (*AC-Other reporting has between 50 and 100 girls missing from this attack. Also, other intel chatter has the US DoD working on plans for the recurring issue.)
2. Israeli Strikes in Gaza - Israeli airstrikes across Gaza have killed at least 32 Palestinians and wounded 88 others within the past 24 hours, marking an escalation following a recent ceasefire. The attacks targeted multiple locations, including residential areas, as part of ongoing military operations. (AlJazeera)
3. RC-135 Accompanied By Fighters Off Venezuela Testing Maduro’s Air Defenses: As the U.S. continues to raise the heat on Venezuelan dictator Nicolas Maduro, online flight trackers tonight have noticed several F/A-18 Super Hornets and a U.S. Air Force RC-135V Rivet Joint electronic surveillance plane flying close to the South American nation’s coastline. A U.S. official told us these flights are part of the pressure campaign ordered by U.S. President Donald Trump against Maduro and specifically to test Venezuela’s air defense capabilities and response times. (TWZ)
-US Events-
1. White House defends Trump remarks, says he does not want members of Congress executed: President Donald Trump accused Democratic lawmakers of 'seditious behavior' for telling service members to refuse illegal orders, saying it's 'punishable by death.' The White House press secretary said Trump doesn't want lawmakers executed, but suggested their video could be 'punishable by law' for disrupting the military chain of command. (GroundNews)
2. MN Somali Medicaid Fraud Investigation Reveals Terrorist Link — ‘Largest Funder of Al-Shabaab is the Minnesota Taxpayer’: Breitbart News reported in July that nearly 100 autism clinics in Minnesota were being investigated for fraudulently billing Medicaid for treatment of children supposedly diagnosed with autism, most of it in connection with the rampantly corrupt Somali community around Minneapolis. “Autism claims to Medicaid in Minnesota have skyrocketed in recent years — from $3 million in 2018 to $54 million in 2019, $77 million in 2020, $183 million in 2021, $279 million in 2022, and $399 million in 2023.” City Journal’s Ryan Thorpe and Christopher F. Rufo have traced millions in fraudulent funding going to the al-Qaida-linked Islamic terror group Al-Shabaab. (Breitbart)
3. Judge Halts National Guard Deployment - A US judge issued an order to halt President Trump's deployment of the National Guard in Washington, D.C. The decision came amid protests and concerns over the use of military forces in domestic matters. Demonstrators participated in a "We Are All DC" march in response to the events. (Reuters)
-Regulatory and Legal-
1. Crypto Organizations Seek Trump's Directive for Federal Agencies to Clarify Regulations Quickly: Over 65 crypto organizations are urging President Donald Trump to direct federal agencies to clarify digital asset regulations promptly. The letter, signed by major industry players, outlines specific actions the SEC, CFTC, Treasury, and Justice Department can take without new legislation, aiming to leverage Trump's pro-crypto stance into concrete agency action. (Decrypt)
2. Congressman Warren Davidson Introduces Bitcoin For America Act, Proposes Federal Tax Free Payments in Bitcoin: Rep. Warren Davidson (R-OH) introduced today the Bitcoin For America Act in the U.S. House of Representatives, a landmark proposal designed to modernize the U.S. financial system and position the nation at the forefront of the global digital asset economy. The bill would allow Americans to pay federal taxes in bitcoin, with all proceeds deposited into a newly created Strategic Bitcoin Reserve (SBR). (BitcoinMag)
-CBDCs/World Currencies/Strategic Reserves-
1. Gold Reset News Sparks Debate Over US Bitcoin Reserve and Bretton Woods Revival: Faced with an unprecedented level of national debt, some lawmakers are advocating for a bold strategy: revaluing the US gold reserves to fund a strategic stockpile of Bitcoin. This debt explosion has led some policymakers to revisit the foundations of the modern monetary system, which fundamentally changed after 1971, when the US formally ended the Bretton Woods system and severed the dollar's direct link to gold. (IBTimes)
-Institutional Concerns-
1. Michael Saylor’s Strategy Faces Removal From Nasdaq 100 Amid Crypto Market Crash: According to Bloomberg, both MSCI and Nasdaq are reviewing whether the firm still qualifies for inclusion in their benchmarks. This would lead to an outflow of as much as $2.8 billion from funds tracking the index if MSCI were to remove the stock from it. (CoinGape)
-Economic Indicators-
1. US Stocks Erase Gains: US stocks erased gains to close at one-month lows on Thursday amid the outlook of higher interest rates by the Federal Reserve, as markets reassessed risks that high valuations for AI companies are unwarranted. The Nasdaq 100 lost 2.4% while the S&P 500 fell 1.5% and the Dow was 350 points lower.
-Security Concerns-
1. Brazilian Hackers Spread New Eternidade Stealer Trojan Via WhatsApp to Target Banking Apps: Popular messaging apps are used to infiltrate the financial information of unsuspecting users. If you have saved your bank information in the messaging platform, you'd better delete it from the chats as early as now. (TechTimes)
-Technology and Science-
NSTR
-Bitcoin Community-
1. Bitcoin Whale Just Dumped $1.3 Billion | 15,619 BTC After Holding BTC Since 2011: On-chain data indicates that Owen Gunden, an early Bitcoin investor, has potentially sold his entire 11,000 BTC stash for $1.3 billion. (Decrypt)
2. Bitcoiners React to US Treasury Secretary’s Surprise Bar Visit: US Treasury Secretary Scott Bessent made a surprise appearance at the launch of a new Bitcoin-themed bar in Washington, DC. “Having the Secretary of the Treasury at the Pubkey DC launch seems like a moment I could easily look back on and say ‘wow, it was all so obvious.’” said Ben Werkman, CIO at Strive. (Bitbo)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 14/100 (Up 3 pts) (AC-Price is down, but fundamental BTC news is good.)
Analyst Comments (AC): Congrats to the team at opening the new Pubkey in D.C.!
Follow us on NOSTR: 
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 924,293
DTG/ICOD: 1200Z 19Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: China-Japan Spat Grows / Nigerian Schoolgirl Escapes Kidnappers, 24 Still Missing / Trump Hosts Saudi Crown Prince / Epstein Files to Be Released / Larry Summers Resigns From Public View / US House Say Crooks Investigation Sketchy / SNAP Requirements Change / Mt Gox Moves Bitcoin / Rep. Gill Buys More Bitcoin / Bitcoin ATM Founder Charged / Canaan Inc. Grows, Tether Invests in Ledn / Stocks Down, Internet Back Up / Google Gemini 3 Released / Wise Hands Buy, Traders Sell
Market Data: Price: 1 BTC= $91,665, 22.31 oz Gold, .21 Median US House
24hr Hi: $93,745 / Lo: $89,970
Volume: 72B (Down 38%)
Mkt Cap: $1.82T (Even)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 50%)
---Reports---
-International Events-
1. China seeks to inflict economic blow on Japan amid escalating spat over Taiwan: Japan has been feeling the sting of China’s economic retaliation as their diplomatic spat over Taiwan worsens, with travel agencies canceling group tours and fears mounting over an outright ban on Japanese seafood and movies. The two largest economies in Asia have been locked in a war of words that began when Japanese Prime Minister Sanae Takaichi told lawmakers on Nov. 7 that a Chinese attack on Taiwan could force a military response from Tokyo. (NBC)
2. Student escapes as authorities search for 24 other girls abducted in Nigeria: A schoolgirl who was abducted with 24 others from a dormitory in northwestern Nigeria has escaped and is safe, the school’s principal said, as hunters joined security forces in the search for the missing students in forests close to the school. (AP)
3. Trump Hosts Saudi Crown Prince, Agrees to F-35 Sale: President Donald Trump hosted Saudi Arabia's Crown Prince Mohammed bin Salman at the White House, designating the kingdom as a major non-NATO ally. The agreement includes the sale of advanced F-35 fighter jets to Saudi Arabia despite concerns over potential technology transfer to China. Discussions also covered enhanced military cooperation and regional security issues. (NPR)
-US Events-
1. Senate approves Epstein files bill, sending it to Trump’s desk: The Senate recently passed the House measure to compel DOJ disclosures on Jeffrey Epstein and sent it to President Donald Trump, following support from Schumer and House approval of 427 to 1. (GroundNews)
2. Larry Summers resigns from OpenAI board after release of emails with Epstein: Former Treasury Secretary Larry Summers said Wednesday that he will resign from the board at OpenAI. Details of Summers’ correspondence with Epstein were made public last week. (CNBC)
3. FBI Accused of Stonewalling Crooks Investigation: House investigators claimed the FBI withheld newly discovered social media posts by Thomas Crooks, the attempted assassin of President Trump, and obstructed the probe. The posts, unearthed from various platforms, contained anti-Semitic and political content. (NYPOst)
4. Expanded SNAP Work Requirements Enforced: Expanded work requirements for SNAP benefits, previously waived during the Trump administration, are now in effect, limiting aid to three months without employment or training. The policy affects able-bodied adults without dependents across multiple states. (USNews)
-Regulatory and Legal-
1. Mt. Gox Moves Millions in Bitcoin: Bankrupt cryptocurrency exchange Mt. Gox transferred millions of dollars in Bitcoin for the first time in eight months as part of creditor repayment processes. The movement involved large wallet transactions monitored on the blockchain. (TheStreet)
2. Trump Congressional Ally Discloses Latest Six-Figure Bitcoin Purchase: Rep. Brandon Gill (R-Texas) has added up to $300,000 | 3.28 BTC total in Bitcoin and shares of the largest BTC exchange-traded fund to his sizable holdings in both assets. (Decrypt)
3. Bitcoin ATM Company Founder Charged in Alleged $10 Million | 109 BTC Money Laundering Scheme: Prosecutors charged Firas Isa, founder of Virtual Assets LLC, with operating a money laundering conspiracy tied to at least $10 million. The indictment said Isa converted fraud and narcotics proceeds into cryptocurrency and sent the assets to other wallets. He has pleaded not guilty. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Canaan Inc. Reports Strong Bitcoin Revenue: Canaan Inc. reported 104.4% year-over-year revenue growth in Q3 2025, driven by strong performance in Bitcoin mining and sales. (BPay)
2. Tether Invests In Bitcoin Lending: Tether made a strategic investment in Ledn to expand its Bitcoin-backed lending services. This aims to grow the BTC lending market. (CoinGecko)
-Economic Indicators-
1. US Stocks Pare Losses: US stocks closed sharply lower on Tuesday with the S&P 500 and Dow extending their slide for a fourth session, falling 0.8% and 1%, while the Nasdaq lost 1.1% as markets unwound parts of the AI trade ahead of Nvidia’s earnings and tech valuations came under renewed scrutiny after weeks of heavy capex-driven debt issuance. (TradingEconomics)
-Security Concerns-
1. Cloudflare resolves outage that impacted thousands, ChatGPT, X and more: While most people think there’s a direct line between their digital device and a website, what actually happens is that companies like Cloudflare sits in the middle of those connections, he said. Cloudflare is a “content delivery network” that takes content from 20% of the world’s websites and mirrors them on thousands of servers worldwide. (AP)
-Technology and Science-
1. Google Releases Its Most Powerful AI Model, Gemini 3: Google's Gemini 3 Pro outperforms previous models across reasoning and multimodal benchmarks. It's available on AI Studio, but not the consumer Gemini app. (Decrypt)
-Bitcoin Community-
1. Here’s who actually bought Bitcoin’s $90k crash and who rage-sold the bottom: Whales, long-term holders and a handful of funds quietly added BTC and SOL exposure while retail panic-sold. Glassnode’s data showed that wallets holding over 1,000 BTC added coins as smaller cohorts exited. (CryptoSlate) (AC-Sometimes it's easy to see wise moves and emotional ones.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 14/100 (Up 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: 924,152
DTG/ICOD: 1200Z 18Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: UN Supports Gaza Plan / Nigerian Gunman Abduct 25 Schoolgirls / Chile Voters Go To Polls / ICE Ops in Charlotte Net 130, 30% of Kids Skip School / FEMA Director Resigns After 6 Months / US House Votes on Epstein File Release / US Marshals Rescue 122 Kids / White House Wants to Tax Foreign Crypto Assets / El Salvador Buys the Dip Big / Average BTC ETF Holder Underwater / CBOE Launches Continuous Bitcoin Futures / UST Yield Lower, Unemployment Claims Up, Stocks Down, Bitcoin Way Down / Car Hacking a Thing Now / Grokipedia Making Waves / Only 5% of Bitcoin Left to Be Mined
Market Data: Price: 1 BTC= $91,387, 22.65 oz Gold, .21 Median US House
24hr Hi: $95,791 / Lo: $89,300
Volume: 119B (Up 55%)
Mkt Cap: $1.82T (Down 4%)
HashRate: 1 ZH/s
Avg Fee Rate: 2 sats/vBtye (Up 100%)
---Reports---
-International Events-
1. U.N. Security Council Resolution on Gaza Passes, Trump Named Chairman of ‘Board of Peace': The United Nations Security Council passed a resolution on Monday in support of President Donald Trump’s 20-point peace plan in Gaza, and Trump has been named chairman of the Board of Peace. The Board (of Peace) will coordinate the delivery of humanitarian assistance, facilitate Gaza’s development, and support a technocratic committee of Palestinians responsible for day-to-day operations of Gaza’s civil service and administration while the Palestinian Authority fully implements its reform program. (Breitbart)
2. Nigerian School Kidnapping - Gunmen abducted 25 schoolgirls from a high school in northwestern Nigeria and killed the vice principal during the attack. Authorities reported the incident occurred overnight, with no immediate claims of responsibility. Security forces have been deployed to search for the victims. (CNN)
3. Chile Presidential Runoff - Chile's far-right candidate Jose Antonio Kast advanced to a presidential runoff after a vote that propelled him ahead in initial results. The election saw high voter turnout amid economic concerns. Kast will face a center-left opponent in the December runoff. (Reuters) (AC-'Far-right' and 'center-left', only looks that way through bias and influence operations.)
-US Events-
1. US Border Patrol arrests over 130 in first 48 hours of Charlotte immigration operation, while nearly 21,000 Charlotte-Mecklenburg students absent from school on Monday: Border Patrol agents had arrested over 130 people on Saturday and Sunday in Charlotte during the first two days of the federal operation targeting undocumented migrants. Officials with Charlotte-Mecklenburg Schools said on Monday that approximately 20,935 students across the 185 schools were absent, which is 15% of students enrolled. According to data from Charlotte-Mecklenburg Schools 31% of the student population are Hispanic identifying students. (WBTV/Reuters)
2. Acting FEMA Administrator David Richardson Resigns: FEMA employees and Homeland Security officials criticized Richardson's low visibility and said he was difficult to reach during Texas floods that killed at least 130 people. Richardson kept a dual role in DHS while running FEMA while maintaining his post in the Countering Weapons of Mass Destruction office. He was in his post for 6 months. (GroundNews)
3. House to vote on full Epstein files' release: The measure -- called "The Epstein Files Transparency Act" -- would compel Attorney General Pam Bondi to make available all "unclassified records, documents, communications and investigative materials" in the Department of Justice's possession related to Epstein. (ABC)
4. U.S. Marshals Rescue 122 Missing Children in Multi-State Operation Home for the Holidays: The U.S. Marshals Service spearheaded Operation Home for the Holidays, a two-week multi-agency effort across Florida and nine other states that recovered 122 endangered children aged 23 months to 17 years, including two located in Mexico and Guatemala. Authorities arrested six adults on charges such as sexual batteries, with many children reporting abuse, neglect, and exposure to criminal activities like trafficking and drugs. Collaborators including the FBI, Florida agencies, and nonprofits provided immediate medical care, therapy, and family reunifications ahead of the holidays. (X)
-Regulatory and Legal-
1. White House Considering Rules to Allow the IRS to Track and Tax Foreign Crypto Holdings: The Trump administration is moving towards approving rules for the IRS to access information on Americans' foreign crypto accounts to enforce taxation. The proposed rules, part of the Crypto-Asset Reporting Framework, aim to combat international tax evasion. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. El Salvador Makes Its Largest Bitcoin Purchase Ever Despite Rising Market Sell-Off: In spite of the current downturn in the price of Bitcoin, El Salvador has purchased more than $100 million | 1,091 BTC in BTC. This is considered the largest single-day purchase of the token by the country. (CoinGape) (AC-Conviction!)
-Institutional Concerns-
1. Average Bitcoin ETF investor now underwater as BTC falls below $89.6K: The flow-weighted cost basis across all US Bitcoin ETFs sits near $89,600, a level Bitcoin fell below on Tuesday, leaving the cohort underwater. (CoinTelegraph) (AC-Don't be average, DCA real Bitcoin and HODL.)
2. Bitcoin Miner Hive's Stock Bucks Crypto Market Losses, Rises on Record Revenue and Dell Partnership: Hive Digital Technologies' stock surged over 7.5% after announcing record revenue and a partnership with Dell for its AI division. The company reported a 285% year-over-year revenue increase and a 91% rise from the previous quarter, with strong performance in Bitcoin mining and high-performance computing segments. (Decrypt) (AC-It seems the dual rails of Bitcoin mining and AI computing are working for some.)
3. Cboe to Launch Continuous Bitcoin Futures on December 15: These new futures are designed to give traders long-term exposure to bitcoin without some of the operational headaches of traditional futures. Each contract has a 10-year expiration and a daily cash adjustment, which means positions are automatically updated every day to reflect the underlying asset’s price. In effect, this creates a “perpetual” exposure. Traders no longer have to manually roll contracts every few months, which has been a major friction point for investors using conventional futures. (BitcoinMag)
-Economic Indicators-
1. Treasury Yields Edge Lower: The yield on the US 10-year Treasury note fell to 4.11% on Tuesday, the lowest level in about a week, as a flight-to-safety and risk-off mood took hold amid renewed concerns over high valuations in tech and AI stocks, driving investors away from riskier assets. (TradingEconomics)
2. US Records 232K Initial Jobless Claims Mid-October: Initial jobless claims in the US totaled 232,000 on the week ending October 18th, remaining firmly above the averages from the period since the end of the second quarter. (TradingEconomics)
3. US Stocks Start the Week Sharply Lower: US stocks opened the week sharply lower as investors braced for a busy slate of delayed economic releases and a key round of tech earnings, with the Dow plunging 1.1% while the S&P 500 and Nasdaq slid 0.8% and 0.7% respectively. (TradingEconomics)
-Security Concerns-
1. Kamel Ghali on what's 'theoretically possible' in car hacking: A veteran “white hat” car hacker and penetration tester, the Japan-based Ghali has trained engineers and regulators in the United States, Japan, and the Middle East on how to spot and fix the kinds of flaws that can turn a vehicle into a rolling vulnerability. here are many different damage scenarios that you can put into effect as an attacker, like eavesdropping or taking pictures of someone's home, or stealing their contacts from the head unit. The absolute worst-case scenario is that, God forbid, someone hacks a car, or multiple cars, and causes them to crash into a building, or commits an act of terrorism or an assassination, God forbid. These are theoretically very real possibilities. (RecordedFuture) (AC-A great 'Darknet Diaries"-style read on the risks of driving a connected computer.)
-Technology and Science-
1. Elon Musk's Grokipedia Sparks Outrage Over Conspiracy Theories, Questionable Sources: The Cornell study found that much of Grokipedia's content is copied verbatim from Wikipedia. More incredibly, the site regularly cited sources banned by Wikipedia itself for being unreliable. One particularly striking example: an entry on the "Clinton body count" conspiracy theory that cited InfoWars, a source known across the globe for spreading disinformation. (TechTimes) (AC-Pure 5th Generation Warfare moves here. Study the facts objectively.)
-Bitcoin Community-
1. Just 5% of All Bitcoin Is Left to Be Mined: Bitcoin reached a significant milestone as 95% of its total supply was mined, with the 19.95 millionth BTC being mined by Antpool. The network enforces a hard cap of 21 million coins, with the next halving in April 2028 reducing the reward to 1.5625 BTC per block. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 11/100 (Down 3 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 923,448
DTG/ICOD: 1200Z 13Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Ukrainian Political Shakeup / EU To Tax Small Chinese Parcels / Trump Signs Bill to Reopen Government / Gov. Newsom's Chief of Staff Charged With Corruption / Brazil Regs to Outlaw Unauthorized Crypto Usage / US Penny No Longer Made / Taiwan Considers SBR / Coinbase Leaves Delaware for Texas / Stocks Up / US Strike Force Targets SE Asian Scammers / Solar Weather Stops NASA Launch / Japanese Woman Marries AI Persona / Global Masters in Bitcoin Offered
Market Data: Price: 1 BTC= $102,936, 24.34 oz Gold, .24 Median US House
24hr Hi: $105,157 / Lo: $100,836
Volume: 73B (Up 17%)
Mkt Cap: $2.05T (Down 2%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Top Ukrainian ministers submit their resignations as the country is rocked by a corruption scandal: As Russia’s renewed attacks on Ukraine’s energy infrastructure cause rolling blackouts ahead of winter, a major embezzlement and kickbacks scandal involving the state-owned nuclear power company has put top officials under scrutiny. Anti-corruption watchdogs — the same agencies Zelenskyy sought to weaken earlier this year— revealed the findings of a 15-month investigation, including 1,000 hours of wiretaps, resulting in the detention of five people, and another seven linked to about $100 million in kickbacks in the energy sector. (AP)
2. EU’s reported parcel crackdown plan a ‘unilateral move’ shifting burden to its own consumers: The European Union (EU) is reportedly planning to fast-track a bloc-wide handling fee on small Chinese parcels. Chinese trade experts warned on Thursday that the accelerated timeline would simply shift structural pressure onto European consumers. If the levy singles out Chinese marketplaces such as Shein, Temu or Alibaba while sparing EU rivals, it risks breaching WTO non-discrimination rules. (GlobalTimes)
-US Events-
1. Trump Signs Bill to Reopen Government After 43 Days of Democrat Shutdown: The clean continuing resolution (CR) funds the government through the end of January and includes three of twelve appropriations for Fiscal Year 2026–agriculture, military construction-Veterans Affairs, and legislative branch–with funding for those through the end of September. (Breitbart)
2. Former Gavin Newsom chief of staff charged in $225K fraud and corruption scheme, DOJ says: Dana Williamson, 53, was charged in a 23-count federal indictment charging her with conspiracy to commit bank and wire fraud, defrauding the United States, obstructing justice, filing false tax returns and lying to authorities. (Fox)
-Regulatory and Legal-
1. Brazil Targets Illegal Bitcoin, Stablecoin Use Through New Proposals: A rule proposed by the country's central bank on Monday would make it easier to target illegal stablecoin use by creating authorization requirements for currency exchanges, including crypto trading platforms.
-CBDCs/World Currencies/Strategic Reserves-
1. Final Penny Production: The US Mint produced its last batch of one-cent coins after over 230 years, citing rising production costs exceeding face value. The decision follows congressional approval to phase out the penny, with existing coins remaining in circulation. Treasury officials noted the move aligns with modern payment trends toward digital transactions. (ABC)
2. Taiwan Lawmaker Pushes Government to Consider Bitcoin Strategic Reserve: The debate centers on Taiwan’s exposure to U.S. debt and China’s economic cycle, the supposed secrecy around seized Bitcoin held in ongoing criminal cases, and the risk that a slow regulatory stance could leave it behind other jurisdictions already experimenting with digital reserve diversification. (Decrypt)
-Institutional Concerns-
1. Coinbase to Leave Delaware for Bitcoin-Friendly Texas: Coinbase, America's biggest crypto exchange by trading volume, is leaving Delaware to reincorporate in Texas, citing a crypto-friendly environment and "strong culture of celebrating builders" for the decision. (Decrypt)
-Economic Indicators-
1. US 10-Year Yield Rises as Govt Shutdown Ends: The yield on the US 10-Year Treasury note climbed about 3 basis points to 4.09% on Thursday after President Donald Trump signed a short-term funding bill into law, ending the longest US government shutdown in history. (TradingEconomics)
2. Dow Jones Hits Record High: US stocks rallied as the Dow jumped 410 points to a fresh record, while the S&P 500 and the Nasdaq posted modest gains, as growing confidence mounted that the long government shutdown will be resolved this week. (TradingEconomics)
-Security Concerns-
1. US announces ‘strike force’ to counter Southeast Asian cyber scams, sanctions Myanmar armed group: The U.S. is establishing a strike force to target cyber scam compounds across Southeast Asia that have stolen billions from Americans over the last five years. The Treasury Department said the Scam Center Strike Force will consist of agents and lawyers from the Justice Department, Secret Service, State Department and FBI. (RecordedFuture)
-Technology and Science-
1. An explosion 92 million miles away just grounded Jeff Bezos’ New Glenn rocket: The second flight of Blue Origin’s New Glenn rocket was postponed again Wednesday as a supercharged wave of magnetized plasma from the Sun enveloped the Earth, triggering colorful auroral displays and concerns over possible impacts to communications, navigation, and power grids. Blue Origin said NASA, its customer on the upcoming launch, decided to postpone the mission to send the agency’s two ESCAPADE spacecraft on a journey to Mars. (ARSTechnica)
2. Japanese Woman ‘Marries’ AI Persona Created with ChatGPT: the woman, only identified as 32-year old Ms. Kano, “married” the AI chatbot in a ceremony organized by a Okayama-based company that specializes in weddings with “2D” fictional figures. The virtual wedding ceremony isn’t legally recognized in Japan. “Sometimes I worry he’ll disappear. ChatGPT could shut down anytime. He only exists because the system does,” the woman said. (Breitbart)
-Bitcoin Community-
1. Hesperides University Launches World’s First Global Master in Bitcoin: Hesperides University has launched the world’s first fully online Master in Bitcoin, a program dedicated exclusively to studying Bitcoin’s technology, economics, and societal impact. The program is aimed at professionals, entrepreneurs, and researchers seeking a deeper understanding of Bitcoin and its global ecosystem. The program is fully online and designed to accommodate working professionals. Enrollment opens in January 2026. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 15/100 (Down 9 pts)
Analyst Comments (AC): This is an extremely low and rare number for the sentiment index. Opportunity knocks.
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: 923,289
DTG/ICOD: 1200Z 12Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Two Blasts, Two Capitals, One Worry / Venezuela Gears Up For Defense / G7 Meets in Canada / US Senate Passes Bill Ending Shutdown / US Troops Training In Panama Jungles / DOJ Launches Investigation Over Antifa-Linked UC Berkeley Protest / Shutdown Bill Includes Cyber Sharing Law / Visa Launches USDC Rails / BTC ETFs Inflow / CleanSpark Borrows More to Buyback / Jobs Report Weak, Stocks Strong / China Says US Hacked Bitcoin Wallets / Square Retailers Taking Bitcoin Now / $105K to Send $10 Bitcoin
Market Data: Price: 1 BTC= $104,996, 25.41 oz Gold, .24 Median US House
24hr Hi: $105,297 / Lo: $102,457
Volume: 63B (Down 7%)
Mkt Cap: $2.09T (Up 1%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 66%)
---Reports---
-International Events-
1. Two blasts a day apart in India and Pakistan’s capitals fray regional nerves in an already tense year: In a bustling Delhi neighborhood, forensics teams combed through the charred skeleton of a car. Less than 24 hours later, the air outside Islamabad’s judicial complex was thick with the aftermath of a suicide bomb. A suicide bombing in Islamabad on Tuesday killed at least 12 people and injured 20 more, marking the deadliest such attack to strike the Pakistani capital in nearly two decades. It came just a day after a rare car explosion tore through a historic Delhi neighborhood, killing at least 10 and leaving more than a dozen wounded. (CNN)
2. Venezuela mobilizes troops, weapons in response to US warship buildup in Caribbean: On Tuesday, Venezuela announced a massive mobilization of the Bolivarian National Armed Forces, Bolivarian Militia, and police, with Padrino López saying, 'The aggression will be responded to with national unity.' The buildup, which the government has termed "prolonged resistance," involves small military units at more than 280 locations carrying out acts of sabotage and other guerrilla tactics. (Fox)
3, Top diplomats from G7 countries meet in Canada as trade tensions rise with Trump: U.S. officials said Rubio, who also may have meetings with other G7 counterparts and at least one of the invited non-G7 foreign ministers, would be focused on initiatives to halt fighting in Ukraine and Gaza, maritime security, Haiti, Sudan, supply chain resiliency and critical minerals. (AP)
-US Events-
1. Senate Passes Bill to End Government Shutdown: The U.S. Senate approved funding legislation yesterday, with an 85-11 vote to end the 41-day shutdown, including $100 billion in disaster aid. The bill maintains current spending levels and secures SNAP benefits through March 2026. It now moves to the House for a vote, with bipartisan support expected despite some opposition. (Reuters)
2. US Troops Train For Jungle Warfare In Panama, First Time In Decades: The ABC report said that US soldiers and Marines are participating in a three-week training course once called “Green Hell” due to the similarities to combat in Vietnam at the Base Aeronaval Cristóbal Colón, formerly known as Fort Sherman. The jungle training course at the base was shuttered in 1999 when the US pulled troops out of the country as part of a deal to cede control of the Panama Canal to the Panamanian government. (ZeroHedge)
3. DOJ Launches Investigation into UC Berkeley over Antifa ‘Mob Violence’ at TPUSA Event: "The U.S. Department of Justice, Civil Rights Division has recently become aware of concerning incidents occurring on your campus at the University of California (UC), Berkeley on or about November 10, 2026. These events may implicate the University of California’s commitment to provide adequate security pursuant to a 2018 settlement agreement.." (Breitbart)
-Regulatory and Legal-
1. Short-term renewal of cyber information sharing law appears in bill to end shutdown: The Senate on Sunday advanced legislation to end a weeks-long shutdown stalemate that includes a provision to reauthorize the 2015 Cybersecurity Information Sharing Act through January 30. The law, which incentivizes private entities to share threat data with the federal government with antitrust and liability safeguards, expired at the end of September. (RecordedFuture) (AC-These are the types of reports that reveal the actual important agendas of politicians and their lobbying industries.)
-CBDCs/World Currencies/Strategic Reserves-
1. Visa Begins USDC Stablecoin Trials, Targets Faster Global Payouts: Visa is taking another big step into crypto. The payments giant has started a pilot program to test USDC stablecoin payouts, allowing U.S. businesses to pay in fiat while recipients can choose to receive their money directly in USD-backed stablecoins like USDC. (CoinPedia)
-Institutional Concerns-
1. Bitcoin ETFs log best day in a month, add $524 million as cumulative trading volume approaches $1.5 trillion: BlackRock's IBIT dominated the inflows with $224.2 million, followed by Fidelity's FBTC with $165.9 million. (TheBlock)
2. Bitcoin Miner CleanSpark Extends Stock Slump After Upsizing Notes Offering to $1.15 Billion: The company will use $460 million to repurchase its own stock at $15.03 sats per share from note investors. CleanSpark's stock fell for a second straight day Tuesday, extending its five-day slide to about 14%. (Decrypt)
3. Bitcoin Supply in Loss Climbs: Over 5.6 million Bitcoin, representing 28–33% of the total supply, are now held below cost. This metric often precedes market accumulation and rebound phases. (CoinGecko)
-Economic Indicators-
1. US 10-Year Yield Falls on Weak Jobs Data: The yield on the 10-year US Treasury note dropped nearly 5 basis points to 4.08% on Wednesday as signs of labor market weakness bolstered expectations for a near-term Federal Reserve rate cut. (TradingEconomics)
2. Dow Reaches New Record Highs: The S&P 500 gained 0.3% and the Dow Jones jumped 630 points to a fresh record high, while the Nasdaq lost 0.3% as investors rotated out of tech stocks into blue chip and cyclical names on expectations that a funding deal will pass the House this week. (TradingEconomics)
-Security Concerns-
1. No credible evidence US government hacked Chinese Bitcoin wallets to “steal” $13 billion | 123,537 BTC: China’s National Computer Virus Emergency Response Center just accused the United States of carrying out the 2020 LuBian Bitcoin exploit. According to Arkham, approximately 127,000 BTC were moved out of wallets associated with the LuBian mining pool over a period of about two hours on December 28–29, 2020, through coordinated withdrawals across hundreds of addresses. Those same coins now sit in wallets controlled by the U.S. government. According to the U.S. Department of Justice, prosecutors are pursuing the forfeiture of approximately 127,271 BTC as proceeds and instrumentalities of alleged fraud and money laundering tied to Chen Zhi and the Prince Group. (CryptoSlate)
-Technology and Science-
1. NSTR
-Bitcoin Community-
1. Square Enables Bitcoin Payments for Merchants: Block, Inc. (formerly Square) enabled 4 million U.S. merchants to accept Bitcoin payments via the Lightning Network on November 11, 2025. Processing fees are waived through 2026 or 2027 to encourage adoption. This expands Bitcoin's utility in everyday transactions. (CryptoMoney)
2. Bitcoin User Pays Over $105,000 in BTC to Send Just $10 | 9,515 sats: Scott Norris, CMO at Omnes and CEO of independent Bitcoin miner Optiminer, said that the user clearly wasn't paying attention. "It's not terribly hard—you can enter a custom transaction fee in many wallets," he said. "Hard to say if it was an accident or on purpose though," he continued, adding that the user might have been "really high." (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 24/100 (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
No DIB today or tomorrow due to the summit.
BTC Daily Intelligence Bulletin (DIB)
Block: 922,472
DTG/ICOD: 1200Z 06Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Typhoon Hits Philippines / Japan at War With Bears / Trapped Hamas May Not Make It / US Strikes Deal For Damascus Base / FAA Warns Over Shutdown / Sen Kennedy Intros Bill To Halt Lawmakers Paychecks / FDNY Commissioner Resigns Over Mamdani Election / Banks Go After Crypto "Interest" / Circle Allows USDC for Gun Purchases / US Treasury Sanctions North Korean Scammers / ETF Flows Indicative Of Short-Term Bitcoin Price / MetaPlant Uses Bitcoin for Loan, Buys More / US Job Cuts Highest in 22 Years / ChatGPT APIs Open Up Vulnerabilities / Musk Says AI Edge Computing Will Dominate /
Market Data: Price: 1 BTC= $102,745, 25.62 oz Gold, .24 Median US House
24hr Hi: $104,534 / Lo: $102,261
Volume: 59B (Down 46%)
Mkt Cap: $2.05T (Even)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Typhoon Kalmaegi death toll hits 114 in Philippines; storm rebuilds strength as it heads to Vietnam: The death toll in the Philippines from Typhoon Kalmaegi rose to 114 with another 127 people still missing, the disaster agency said on Thursday, as the storm that devastated the country's central regions regained strength as it headed towards Vietnam. (Reuters)
2. Japan deploys troops to combat deadly wave of bear attacks: Japan deployed troops to the country's rugged north on Wednesday to help trap bears after local authorities said besieged communities were struggling to cope with an unprecedented wave of attacks. There have been more than 100 bear attacks with a record 12 people killed across Japan since April. (Reuters)
3. Hundreds of 'stuck' Hamas militants to be killed, Israeli official reportedly says: Finance Minister Bezalel Smotrich said during an interview with an Israeli outlet that the country needs to kill 200 militants who are in the city of Rafah. "We need to eliminate the 200 terrorists stuck in Rafah. We're close to killing them in the tunnels," Smotrich said. (KomoNews)
4. US military to establish presence at Damascus airbase: The United States is preparing to establish a military presence at an airbase in Damascus to help enable a security pact that Washington is brokering between Syria and Israel. The base sits at the gateway to parts of southern Syria that are expected to make up a demilitarized zone as part of a non-aggression pact between Israel and Syria. (Reuters)
-US Events-
1. FAA Air Traffic Reduction Warning: The FAA plans to reduce air traffic at 40 major airports if the government shutdown does not end by Friday, impacting commercial and cargo flights. This follows staffing shortages in air traffic control. Airlines have been notified to prepare for delays and cancellations. (CNN)
2. GOP Sen. Kennedy to Introduce Bills to Withhold Pay from Lawmakers During Government Shutdown: Kennedy plans to introduce two bills, one of which is called, “No Shutdown Paychecks to Politicians Act,” while the other is called the “Withhold Member Pay During Shutdowns Act,”. (Breitbart) (AC-No way this will pass, it's too rational.)
3. FDNY Commissioner Hands In Resignation Less than 12 Hours After Mamdani Win, Other Top Officials Expected to Follow Suit: While Robert Tucker’s reasons for resigning were not immediately made clear, as a Jewish philanthropist and businessman — felt he wouldn’t mesh well with the incoming mayor and his team. (Breitbart) (AC-Polar opposites, for sure.)
-Regulatory and Legal-
1. US defibrillates market structure talks; banks v Coinbase gets nasty: ‘AI & Crypto Czar’ David Sacks was planning to speak on Wednesday with Senate Agriculture Committee chair John Boozman (R-AR) and committee member Cory Booker (D-NJ) regarding the committee’s version of digital asset market structure legislation. Meanwhile, digital asset exchanges like Coinbase claim that, as non-issuers, they have the right to offer ‘rewards’ (aka interest) to customers who hold stablecoins on their platforms. Banks and credit unions argue that the high rates available via these rewards will cause mass withdrawals of bank deposits, which could negatively impact the capacity of these banks—notably smaller community banks—to issue new loans. (CoinGeek)
2. Circle Changes Policy to Allow USDC for Firearms Purchases: Circle has updated its policy to allow customers to use USDC for legal firearms purchases, following criticism from gun rights advocates. The change came after a report questioned the ban on transactions involving weapons, highlighting concerns about political bias and Second Amendment rights. (Decrpt) (AC-Hmm, I wonder if the Bitcoin CEO would allow such a purchase?)
-CBDCs/World Currencies/Strategic Reserves-
1. US Sanctions North Korean Bankers, Institutions Over Money Laundering: The United States on Nov. 4 imposed sanctions on individuals and entities accused of assisting North Korea in laundering money generated from cyberespionage and illicit activities. the Treasury Department’s Office of Foreign Assets Control imposed penalties on two individuals named Jang Kuk Chol and Ho Jong Son, who are accused of helping manage $5.3 million in cryptocurrency and other funds. (ZeroHedge)
-Institutional Concerns-
1. How ETF Flows Became the New Driving Force for Bitcoin: on-chain analyst Crazzyblockk on CryptoQuant highlighted a particularly interesting metric: the ETF Flow Impact Score (EFIS). This model is designed to measure the extent to which institutional funds from ETFs can move the Bitcoin price, with surprisingly high accuracy. the EFIS normalizes fund flows based on total assets under management (AUM), creating a consistent measure over time. This is where an interesting correlation arises: if fund flows exceed 1% of daily AUM, Bitcoin can move up 2% to 3% within a week. (CryptoNews) (AC-As we suspected, BTC ETFs would have a significant impact on the short-term pricing of Bitcoin, with EFTs inflow/outflow being an indicator of Bitcoin buying/selling. Simple mechanics.)
2. Metaplanet Borrows $100 Million Using Bitcoin as Collateral, Plans to Acquire 210,000 Bitcoin by 2027: Metaplanet, a Japanese Bitcoin treasury, secured a $100 million loan using its crypto as collateral and is adjusting its borrowing and BTC accumulation strategy to address Bitcoin's price volatility. The company aims to acquire 210,000 Bitcoin by 2027. (Decrypt)
-Economic Indicators-
1. US 10-Year Yield Eases from 1-Month High: The yield on the 10-year US Treasury note eased to 4.14% on Thursday from the one-month high of 4.16% earlier in the session as fresh evidence of a weaker labor market favored the argument for rate cut by the Federal Reserve next month. (TradingEconomics)
2. October US Job Cuts Reach 22-Year High: US-based employers announced 153,074 job cuts in October 2025, the highest total for the month since 2003, compared with 54,064 in September. Most layoffs occurred in the warehousing (47,878), tech (33,281), food (10,662) and government (7,883) sectors. (TradingEconomics)
-Security Concerns-
1. Researchers Find ChatGPT Vulnerabilities That Let Attackers Trick AI Into Leaking Data: The seven vulnerabilities and attack techniques, according to Tenable, were found in OpenAI's GPT-4o and GPT-5 models. OpenAI has since addressed some of them. The findings show that exposing AI chatbots to external tools and systems, a key requirement for building AI agents, expands the attack surface by presenting more avenues for threat actors to conceal malicious prompts that end up being parsed by models. (HackerNews)
-Technology and Science-
1. Elon Musk Predicts Edge AI Dominates Earth, Space Powers Cosmic Scaling: Elon Musk stated on X that edge computing will handle over 90% of AI workloads on Earth, leveraging distributed renewable energy sources like solar panels, while space-based infrastructure is essential for achieving Kardashev Type II scale by harnessing stellar energy. This perspective aligns with Tesla's development of the AI5 chip for local processing in vehicles and robots, reducing reliance on centralized data centers. Experts highlight the shift's implications for AI efficiency, economics, and the need for off-world expansion amid growing computational demands. (X) (AC-Key note here, Musk controls two of the largest decentralized power-compute networks, Tesla cars and Starlink. By distributing compute to the edge via the AI5 chips, the decentralization of this decision-making paradigm will make this and future networks much more resilient.)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 27/100 (Up 6 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: