📷 BTC Daily Intelligence Bulletin (DIB)
Block: 941,853
DTG/ICOD: 1200Z 23Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran War in Pivotal Moment / Hospital in Sudan Hit by Drone, Kills 64 / Israeli Settlers Torch West Bank Homes / Collision at LaGuardia Kills 2 / ICE Told to Help TSA at Airports / Venezuelan Migrant Charged in Murder / CLARITY Act Negotiations Settle / Dollar Up, Yields Up, Stock Drop / Messenger Systems Targeted by Hackers / Musk Announces Terafab With Ambitious Plans / White House Wants Federal Oversight on AI, Not States, No New Dept
Market Data: Price: 1 BTC= $70,899, 16.16 oz Gold, 6.07 BTC/Median US House
24hr Hi: $71,448 / Lo: $67,372
Volume: $40B (Up 49%)
Mkt Cap: $1.41T (Up 3%)
Hashrate: .961 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
---Reports---
-International Events-
1. Iran threatens to start hitting Gulf power plants and mine waters as Israel launches new attacks: Tehran’s threat puts at risk both electrical supplies and water in the Gulf Arab states, particularly as the desert nations commingle their power stations with desalination plants crucial for supplying drinking water. Over the weekend, Iran launched missiles targeting Dimona in Israel, near a facility key to its long-suspected atomic weapons program. The Israeli facility wasn’t damaged in the barrage. (AP)
2. WHO says attack on Sudan hospital killed 64, including 13 children: multiple patients, two female nurses and one male doctor were also among those killed in the attack on al-Daein Teaching Hospital in al-Daein, the capital of East Darfur state, on Friday night. Sudanese rights group the Emergency Lawyers reported it was an army drone strike that hit the hospital. Near-daily drone attacks are now a hallmark of Sudan’s brutal war, killing dozens at a time, mostly in the South Kordofan region. (AlJazeera)
3. Israeli Settlers Torch Homes Across West Bank During Eid al-Fitr: Israeli settlers attacked at least six Palestinian villages overnight Saturday into Sunday, torching homes, cars and a medical center, and beating residents during the Eid al-Fitr holiday. At least three Palestinians were hospitalized with head wounds in Jalud village, while Hebrew graffiti reading "Avenge Yehuda" was spray-painted on buildings and a mosque following the death of 18-year-old settler Yehuda Sherman. (GroundNews)
-US Events-
1. Pilot and copilot killed in collision between jet and fire truck at New York's LaGuardia: A pilot and copilot were killed in a collision between Air Canada jet and fire truck at New York's LaGuardia airport. The fire truck was traveling across the runway to respond to a separate incident aboard a United airlines flight. (WJAR)
2. Officials scramble to carry out Trump's directive to have ICE agents conduct airport security: On Saturday, Mr. Trump posted a message on Truth Social suggesting he would deploy ICE agents to airports to conduct security and arrest people in the U.S. illegally, if congressional Democrats did not agree on a deal to fund the Department of Homeland Security. Mr. Trump's directive caught officials at ICE off guard and they have been scrambling to come up with a plan to enforce it, sources said. (CBS)
3. Venezuelan migrant charged with murder of Loyola student Sheridan Gorman: Jose Medina, 25, faces charges of first-degree murder, attempted murder and aggravated discharge of a firearm for the March 19 attack near a pier at Tobey Prinz Beach, according to Chicago police. Medina was taken into custody by the U.S. Border Patrol in May 2023, released and then taken into custody again two months later for shoplifting. DHS Secretary Lauren Bis claimed in a statement that Gorman was “failed by open border policies and sanctuary politicians” and urged Gov. JB Pritzker to not release Medina, who was scheduled to make his first court appearance Monday. (ChicagoSunTimes)
-Regulatory and Legal-
1. White House Reaches Tentative Crypto Regulatory Agreement: Sen. Thom Tillis (R-N.C.) and Sen. Angela Alsobrooks (D-Md.) said Friday they have an “agreement in principle” on language intended to balance innovation with financial stability. The legislation seeks to prevent stablecoin rewards programs from triggering widespread deposit withdrawals from traditional banks, a concern raised by Wall Street groups. The tentative deal signals progress toward an April vote on the crypto market-structure bill, potentially unlocking the first major federal regulatory framework for digital assets. (BitcoinMag)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. Dollar Firms Up on Haven Demand: The dollar index climbed toward 100 on Monday, extending gains from the previous session as rising tensions in the Middle East boosted safe-haven demand for the currency. (TradingEconomics)
2. US 10Y Yield Edges Higher on Inflation Fears: The yield on the US 10-year Treasury note rose to around 4.4% on Monday, reaching eight-month highs as surging oil prices from the Iran war fueled inflation concerns and reduced expectations for Federal Reserve rate cuts this year. (TradingEconomics)
3. S&P 500 and Nasdaq Tumble to 6-Month Lows: The S&P 500 dropped 1.5%, the Nasdaq 100 plunged 1.8% to six-month lows while the Dow Jones lost 0.8% to four-month lows on Friday. (TradingEconomics)
-Security Concerns-
1. FBI Warns Russian Hackers Target Signal, WhatsApp in Mass Phishing Attacks: "The campaign targets individuals of high intelligence value, including current and former U.S. government officials, military personnel, political figures, and journalists," FBI Director Kash Patel said in a post on X. "Globally, this effort has resulted in unauthorized access to thousands of individual accounts. After gaining access, the actors can view messages and contact lists, send messages as the victim, and conduct additional phishing from a trusted identity." (HackerNews)
-Technology and Science-
1. Musk says SpaceX and Tesla to build advanced chip factories in Austin: Musk unveiled the Terafab, describing it as a comprehensive chip facility with integrated R&D, testing, and packaging, saying 'To the best of my knowledge, this doesn’t exist anywhere in the world'. It will integrate Tesla, SpaceX and xAI to accelerate autonomy and AGI, with space-based solar-powered AI satellites lowering compute costs. The facility’s closed-loop design includes on-site photomask manufacturing, wafer fabrication, testing, and packaging, aiming for initial operational capability late 2026. Positioned at scale, the project aims to produce ~1 terawatt yearly, with roughly 80% for space and 20% for ground, while Musk proposed an industrial base on the moon and free trips to Saturn. (GroundNews) (AC-This is a generational ambition.)
2. White House AI Proposal Seeks to Override State Laws, Avoid New Regulator: The White House on Friday released a sweeping national policy framework for artificial intelligence, outlining recommendations to Congress that would set national standards for AI while relying on existing federal agencies—rather than creating a new regulator. The framework follows earlier efforts by the Trump administration to curb state-level AI regulation. (Decrypt)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 8/100 (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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BV DIB
bv2a@bitcoinveterans.org
npub1q8e3...mplj
Bitcoin Veterans Auxiliary Unit whose mission is to bring you the Daily Intelligence Bulletin
All zaps go to Bitcoin Veterans
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 941,853
DTG/ICOD: 1200Z 23Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran War in Pivotal Moment / Hospital in Sudan Hit by Drone, Kills 64 / Israeli Settlers Torch West Bank Homes / Collision at LaGuardia Kills 2 / ICE Told to Help TSA at Airports / Venezuelan Migrant Charged in Murder / CLARITY Act Negotiations Settle / Dollar Up, Yields Up, Stock Drop / Messenger Systems Targeted by Hackers / Musk Announces Terafab With Ambitious Plans / White House Wants Federal Oversight on AI, Not States, No New Dept
Market Data: Price: 1 BTC= $70,899, 16.16 oz Gold, 6.07 BTC/Median US House
24hr Hi: $71,448 / Lo: $67,372
Volume: $40B (Up 49%)
Mkt Cap: $1.41T (Up 3%)
Hashrate: .961 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
---Reports---
-International Events-
1. Iran threatens to start hitting Gulf power plants and mine waters as Israel launches new attacks: Tehran’s threat puts at risk both electrical supplies and water in the Gulf Arab states, particularly as the desert nations commingle their power stations with desalination plants crucial for supplying drinking water. Over the weekend, Iran launched missiles targeting Dimona in Israel, near a facility key to its long-suspected atomic weapons program. The Israeli facility wasn’t damaged in the barrage. (AP)
2. WHO says attack on Sudan hospital killed 64, including 13 children: multiple patients, two female nurses and one male doctor were also among those killed in the attack on al-Daein Teaching Hospital in al-Daein, the capital of East Darfur state, on Friday night. Sudanese rights group the Emergency Lawyers reported it was an army drone strike that hit the hospital. Near-daily drone attacks are now a hallmark of Sudan’s brutal war, killing dozens at a time, mostly in the South Kordofan region. (AlJazeera)
3. Israeli Settlers Torch Homes Across West Bank During Eid al-Fitr: Israeli settlers attacked at least six Palestinian villages overnight Saturday into Sunday, torching homes, cars and a medical center, and beating residents during the Eid al-Fitr holiday. At least three Palestinians were hospitalized with head wounds in Jalud village, while Hebrew graffiti reading "Avenge Yehuda" was spray-painted on buildings and a mosque following the death of 18-year-old settler Yehuda Sherman. (GroundNews)
-US Events-
1. Pilot and copilot killed in collision between jet and fire truck at New York's LaGuardia: A pilot and copilot were killed in a collision between Air Canada jet and fire truck at New York's LaGuardia airport. The fire truck was traveling across the runway to respond to a separate incident aboard a United airlines flight. (WJAR)
2. Officials scramble to carry out Trump's directive to have ICE agents conduct airport security: On Saturday, Mr. Trump posted a message on Truth Social suggesting he would deploy ICE agents to airports to conduct security and arrest people in the U.S. illegally, if congressional Democrats did not agree on a deal to fund the Department of Homeland Security. Mr. Trump's directive caught officials at ICE off guard and they have been scrambling to come up with a plan to enforce it, sources said. (CBS)
3. Venezuelan migrant charged with murder of Loyola student Sheridan Gorman: Jose Medina, 25, faces charges of first-degree murder, attempted murder and aggravated discharge of a firearm for the March 19 attack near a pier at Tobey Prinz Beach, according to Chicago police. Medina was taken into custody by the U.S. Border Patrol in May 2023, released and then taken into custody again two months later for shoplifting. DHS Secretary Lauren Bis claimed in a statement that Gorman was “failed by open border policies and sanctuary politicians” and urged Gov. JB Pritzker to not release Medina, who was scheduled to make his first court appearance Monday. (ChicagoSunTimes)
-Regulatory and Legal-
1. White House Reaches Tentative Crypto Regulatory Agreement: Sen. Thom Tillis (R-N.C.) and Sen. Angela Alsobrooks (D-Md.) said Friday they have an “agreement in principle” on language intended to balance innovation with financial stability. The legislation seeks to prevent stablecoin rewards programs from triggering widespread deposit withdrawals from traditional banks, a concern raised by Wall Street groups. The tentative deal signals progress toward an April vote on the crypto market-structure bill, potentially unlocking the first major federal regulatory framework for digital assets. (BitcoinMag)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. Dollar Firms Up on Haven Demand: The dollar index climbed toward 100 on Monday, extending gains from the previous session as rising tensions in the Middle East boosted safe-haven demand for the currency. (TradingEconomics)
2. US 10Y Yield Edges Higher on Inflation Fears: The yield on the US 10-year Treasury note rose to around 4.4% on Monday, reaching eight-month highs as surging oil prices from the Iran war fueled inflation concerns and reduced expectations for Federal Reserve rate cuts this year. (TradingEconomics)
3. S&P 500 and Nasdaq Tumble to 6-Month Lows: The S&P 500 dropped 1.5%, the Nasdaq 100 plunged 1.8% to six-month lows while the Dow Jones lost 0.8% to four-month lows on Friday. (TradingEconomics)
-Security Concerns-
1. FBI Warns Russian Hackers Target Signal, WhatsApp in Mass Phishing Attacks: "The campaign targets individuals of high intelligence value, including current and former U.S. government officials, military personnel, political figures, and journalists," FBI Director Kash Patel said in a post on X. "Globally, this effort has resulted in unauthorized access to thousands of individual accounts. After gaining access, the actors can view messages and contact lists, send messages as the victim, and conduct additional phishing from a trusted identity." (HackerNews)
-Technology and Science-
1. Musk says SpaceX and Tesla to build advanced chip factories in Austin: Musk unveiled the Terafab, describing it as a comprehensive chip facility with integrated R&D, testing, and packaging, saying 'To the best of my knowledge, this doesn’t exist anywhere in the world'. It will integrate Tesla, SpaceX and xAI to accelerate autonomy and AGI, with space-based solar-powered AI satellites lowering compute costs. The facility’s closed-loop design includes on-site photomask manufacturing, wafer fabrication, testing, and packaging, aiming for initial operational capability late 2026. Positioned at scale, the project aims to produce ~1 terawatt yearly, with roughly 80% for space and 20% for ground, while Musk proposed an industrial base on the moon and free trips to Saturn. (GroundNews) (AC-This is a generational ambition.)
2. White House AI Proposal Seeks to Override State Laws, Avoid New Regulator: The White House on Friday released a sweeping national policy framework for artificial intelligence, outlining recommendations to Congress that would set national standards for AI while relying on existing federal agencies—rather than creating a new regulator. The framework follows earlier efforts by the Trump administration to curb state-level AI regulation. (Decrypt)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 8/100 (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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 941,422
DTG/ICOD: 1200Z 20Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Bibi Says 'Mea Culpa' on Energy Strike / Six Countries Voice Support for Hormuz Duty / Denmark's Poison Pill on Greenland / DOJ Charges Three for Smuggling AI Chips to China / Judge Handslaps RFK Jr on Trans Statement / $1.7 Trillion in Student Loans to Go to Treasury Dept / Kentucky Lawmaker Try to Regulate Hardware Wallets / CLARITY Act still Being Negotiated / New NC Bill to Establish SBR / $2.2B in FTX Bitcoin to Hit Market / UST Yields Up, Stocks Down, New Home Sales Crash / US Intel Bosses Ask for FISA Continuance / AI is New Nuclear Race / Can Bitcoin Do DeFi?
Market Data: Price: 1 BTC= $70,365, 15.13 oz Gold, 6.12 BTC/Median US House
24hr Hi: $71,346 / Lo: $68,805
Volume: $42B (Down 14%)
Mkt Cap: $1.4T (Even)
Hashrate: .930 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
---Reports---
-International Events-
1. Netanyahu says Israel ‘acted alone’ in Iran energy strike, will heed Trump’s call not to repeat attack: Israeli Prime Minister Benjamin Netanyahu said the country will heed Trump’s call not to repeat attacks on key Iranian energy sites like the South Pars field. Iran continued to make retaliatory strikes around the region — including against Kuwait — as the Middle East conflict deepened energy supply fears. (CNN)
2. Five European nations and Japan ready to 'contribute' to securing Hormuz: In a joint statement, countries including Britain, France, Germany, Italy, the Netherlands and Japan condemned attacks on commercial vessels and said they were prepared to "contribute to appropriate efforts" to help ensure safe passage through the waterway and support stability in global energy markets. (EuroNews)
3. 'Explosives And Extra Blood': Denmark Planned To Blow Up Greenland's Runways If US Invaded: In January 2026, amid escalating tensions with U.S. President Donald Trump over his renewed push to acquire control of Greenland, Denmark's military deployed explosives and blood supplies to the Arctic island as part of contingency plans to counter a potential American attack. Two European officials confirmed the DR reporting on Thursday, noting that Denmark aimed to dramatically increase the costs and risks of any forceful U.S. takeover. (ZeroHedge)
-US Events-
1. DOJ Charges 3 in $2.5B Scheme to Smuggle AI Servers to China: Federal prosecutors yesterday charged three people, including Super Micro co-founder Wally Liaw, with conspiring to smuggle $2.5 billion worth of AI servers containing restricted Nvidia chips to China between 2024 and 2025. The alleged scheme used shell companies, falsified documents, and dummy servers staged for inspections while real equipment was transshipped through Southeast Asia to conceal the final Chinese destination. (GroundNews)
2. Judge rules US government overreached with transgender health care declaration: A federal judge said the government overreached by issuing a declaration that called treatments like puberty blockers and surgeries unsafe and ineffective for young people experiencing gender dysphoria, according to a ruling Thursday in Oregon. “Today’s win breaks through the noise and gives some needed clarity to patients, families, and providers,” the Democratic New York Attorney General Letitia James, who led the lawsuit. (AP) (AC-Lawfare continues.)
3. Student loans to go to Treasury Department as Trump continues to dismantle Education Department: The Treasury Department will take over management of student loans whose borrowers are in default, meaning they are months behind on payments. Those loans add up to about $180 billion, or 11% of the government’s $1.7 trillion student loan portfolio. Eventually, the Treasury Department is to take responsibility for all student loans, according to the agreement. (AP) (AC- $1.7 TRILLION in student loans!)
-Regulatory and Legal-
1. Kentucky Senate Urged to Strip Hardware Wallet Provision From Crypto Bill: A last-minute amendment requiring hardware wallet providers to help reset user credentials, tucked into Kentucky’s sweeping crypto ATM bill, is facing mounting backlash, with experts saying it is a fundamental misunderstanding of how crypto infrastructure works. Section 33 of House Bill 380, added as a last-minute floor amendment during House debate, would require hardware wallet providers to furnish customers with a mechanism to reset "any password, pin, seed phrase, or other similar information" needed to access a wallet. “Policymakers often struggle with the concept of self-custody,” (Decrypt)
2. CLARITY Act Negotiations Progress As Senators Meet With Trump’s Crypto Advisor: Senators met today in Washington for the CLARITY Act negotiations, engaging White House crypto advisor Patrick Witt on unresolved issues. The meeting included Senators Cynthia Lummis, Thom Tillis, and Tim Scott, focusing on stablecoin yield rules and legislative timing. Lawmakers aim for an April markup while targeting year-end passage through coordinated Senate and White House efforts. (CoinGape)
-CBDCs/World Currencies/Strategic Reserves-
1. North Carolina Lawmakers Propose State Bitcoin Reserve: Senate Bill 327, titled the North Carolina Bitcoin Reserve and Investment Act, would allow the Office of the State Treasurer to allocate up to 10% of public funds into BTC as part of the state’s long-term financial strategy. Under the proposal, the Treasurer would manage the reserve using cold storage wallets with multi-signature authentication. Texas, New Hampshire, and Arizona have enacted laws allowing portions of state funds to be allocated to Bitcoin, while Maryland, Iowa, Kentucky, North Carolina, Michigan, South Dakota, Illinois, Tennessee and Missouri have introduced legislation proposing similar reserves. (BitcoinMag)
-Institutional Concerns-
1. Over $2B BTC in “lost” Bitcoin to hit markets this month creating sell pressure: FTX's fourth round of distributing bankruptcy recoveries arrives at a different moment. The estate will begin sending roughly $2.2 billion to eligible creditors on Mar. 31. FTX announced that eligible creditors are expected to receive funds via BitGo, Kraken, or Payoneer within 1 to 3 business days. (CryptoSlate)
-Economic Indicators-
1. Treasury Yields Climb, 10-Year at Highest Since 2025: The yield on the US 10-year Treasury note rose about 5bps to 4.3% on Friday, reaching its highest level since August 2025, as investors continued to assess the impact of the war with Iran on inflation and brace for a more hawkish tone from the Federal Reserve. (TradingEconomics)
2. US Stocks Pare Losses: US equity indices pared significant session losses on Thursday as the S&P 500 and Nasdaq ended down just 0.2% while the Dow Jones declined 0.3% following a recovery from four-month lows. (TradingEconomics)
3. US New Home Sales Slump the Most in 13 Years: New home sales in the United States plunged by 17.6% to a seasonally adjusted annualized rate of 587,000 units in January of 2026, contrasting sharply with an increase to 720,000. It was the sharpest decline since 2013 to the lowest rate since 2022. (TradingEconomics)
-Security Concerns-
1. US intel chiefs urge lawmakers to extend Section 702 surveillance power without changes: U.S. intelligence leaders on Thursday presented a united public front in favor of extending a key national security surveillance power without changes, providing momentum to backers of such an approach before a crucial week in Congress. The White House has privately asked its congressional allies for an 18-month “clean” extension of the spy law known as Section 702 of the Foreign Intelligence Surveillance Act (FISA), which enables broad electronic surveillance of the communications of overseas security threats. (RecordedFuture)
-Technology and Science-
1. ‘CODE RED:’ Autonomous AI Weapons Are the Nuclear Bomb of the 21st Century: Wynton Hall’s new book Code Red: The Left, The Right, and The Race to Control AI includes a sobering look at the rapidly evolving danger of autonomous weapons, which look to change warfare in the Twenty-First Century as profoundly as nuclear weapons did in the Twentieth — and it will be far more difficult to keep the AI genie bottled than it was to restrain the proliferation of nuclear bombs. (Breitbart)
-Bitcoin Community-
1. Can Bitcoin Really Do DeFi? A New Protocol Aims to Find Out: A new protocol called OP_NET has launched on the Bitcoin network, aiming to enable DeFi-style applications on the base layer. The system processes contract calls through standard Bitcoin transactions rather than sidechains or wrapped BTC. Founders say the design avoids Ordinals-related blockchain bloat and operates without issuing a new token. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 11/100 (Down 12 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 941,294
DTG/ICOD: 1200Z 19Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Key O&G Infrastructures Destroyed Across Mideast / Japanese PM Meets With Trump / Venezuela Oil Rising / FBI Investigates Joe Kent / FBI Buying Domestic Location Data / SEC Guidance Changes KYC Requirements / South Korean Party Wants to Stop Crypto Tax / Others Follow Block's AI Job Replacements / UST Yields Up, Stocks Drop / Russian iPhone Exploit Infects Millions / OpenClaw Devs Targeted / Wrench Attack in Spain Sounds Like Spy Novel / Tokenized Securities Greenlit / Quantum Bitcoin Chain Created, But...
Market Data: Price: 1 BTC= $69,859, 15.01 oz Gold, 6.16 BTC/Median US House
24hr Hi: $72,973 / Lo: $69,510
Volume: $49B (Up 31%)
Mkt Cap: $1.39T (Down 4%)
Hashrate: .926 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
---Reports---
-International Events-
1. "Worse Than Nord Stream": Iran's Attack On Qatar's LNG Sends Shockwaves Across Global Energy Markets: Brent crude futures surged toward $120/bbl, while WTI remained muted around $96/bbl, as Wednesday marked a major escalation in the US-Iran conflict. Israeli fighter jets struck Iran's giant South Pars gas field with air-delivered munitions, triggering a retaliatory chain reaction in which IRGC forces targeted critical energy infrastructure across the Gulf. Iranian drone and missile strikes caused heavy damage to Qatar's Ras Laffan LNG hub, while gas plants in Abu Dhabi shut down, Kuwaiti refineries were hit by drones, and Saudi refining assets were targeted. Unlike temporary shipping disruptions in the Gulf waters or the Strait of Hormuz, damage to upstream energy assets, such as production and LNG facilities, is far more serious and could take months or even years to repair, raising the risk of prolonged tight global supply. (ZeroHedge) (AC-A more serious line has been crossed here.)
2. Japan’s Prime Minister Takaichi meets with Trump as he seeks help securing the Strait of Hormuz: The prime minister acknowledged before she left Japan that she expects her meeting with Trump will be “very difficult.” She and her ministers have denied that Washington officially requested Japanese warships for the U.S.-Israeli operation. (AP)
3. US eases Venezuela oil sanctions as Trump seeks to boost world oil supply during Iran war: U.S. companies will be allowed to do business with Venezuela’s state-owned oil and gas company after the Treasury Department eased sanctions, with some limitations, on Wednesday as the Trump administration looks for ways to boost global oil supplies during the Iran war. (AP)
-US Events-
1. FBI Investigating Joe Kent Over Alleged Leak of Classified Information: Former director of the National Counterterrorism Center (NCTC) Joe Kent is reportedly being investigated by the Federal Bureau of Investigation (FBI) for “allegedly leaking classified information.” In a post on X on Tuesday, Kent shared that he had “decided to resign” from his position, explaining that he could not “in good conscience support the ongoing war in Iran.” (Breitbart) (AC-Even if allegations are true, this looks like a reprisal investigation, just like what was done to Trump.)
2. FBI Confirms Buying Americans' Location Data Without Warrants: FBI Director Kash Patel confirmed yesterday that the agency purchases commercially available location data from private brokers to track people's movements without obtaining warrants. DIA Director James Adams also acknowledged his agency buys such data, despite 2018 Supreme Court precedent requiring warrants for carrier-held location data. (GroundNews)
-Regulatory and Legal-
1. SEC drastically reduces KYC pressure on Bitcoin, XRP, and Solana with redrawn crypto rules: the SEC’s new crypto taxonomy does more than just redraw markets. Quietly, the new approach blocks a regulatory path that could have forced developers and software providers into KYC-heavy broker-dealer regimes. The agency said digital commodities, digital collectibles, and digital tools are not themselves securities, while stablecoins may or may not be securities depending on their structure, and digital securities remain inside the SEC’s core jurisdiction. (CryptoSlate)
2. South Korean lawmakers push to abolish upcoming 22% crypto tax: South Korea's main opposition party has set forth a proposal to scrap the local tax plan on digital assets that is set to go live in 2027. (TheBlock)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Crypto(.)com cuts around 12% of staff as CEO pushes enterprise-wide AI integration: The reduction affects roughly 180 employees, based on the company’s previously disclosed headcount of over 1,500. (TheBlock) (AC-Dorsey started it.)
-Economic Indicators-
1. US 10Y Yield Edges Higher on Hawkish Fed Outlook: The yield on the 10-year US Treasury note rose to around 4.28% on Thursday, nearing its highest level since August amid an increasingly hawkish Federal Reserve outlook. The central bank left the fed funds rate unchanged, as expected, noting the uncertain economic impact of the Iran war while highlighting elevated inflation risks. (TradingEconomics)
2. US Equities Fall Further: US stocks fell further on Wednesday after the FOMC held interest rates unchanged and flagged a degree of concern on pro-inflationary risks. The S&P 500 closed 1.4% lower, the Nasdaq 100 fell 1.3% while the Dow dropped 1.6%. (TradingEconomics)
-Security Concerns-
1. Researchers Expose DarkSword, an iPhone Exploit Chain Targeting Millions of Devices: Researchers at Google, iVerify and Lookout disclosed that Darksword was planted on dozens of Ukrainian websites, capable of instantly hacking iPhones, marking the second spyware discovery this month. the exploit targeted iPhones running iOS versions 18.4 to 18.6.2, released by Apple between March and August 2025, with an estimated 220 million to 270 million iPhones still exposed. Darksword steals passwords, messages, photos, browser history, Calendar, Notes, Health data, and cryptocurrency from wallet apps using fileless techniques with dwell time measured in minutes. (GroundNews)
2. OpenClaw devs targeted by phishing scam promising free ‘CLAW’ tokens: attackers created fake GitHub accounts that posted messages in repositories they controlled, tagging developers to increase visibility. The posts claimed that recipients had won $5,000 | 0.07 BTC worth of “CLAW,” a non-existent cryptocurrency falsely associated with the project, in an attempt to trick recipients into visiting a cloned website. (CoinTelegraph)
3. Zip Ties, Sleeping Pills and Pepper Spray: Canadian Crypto Millionaire Targeted in Foiled Madrid Kidnapping: A Canadian crypto entrepreneur survived a kidnapping attempt Monday night on one of Madrid’s busiest nightlife streets, after witnesses alerted police and helped foil the attack. The victim had just left Lobito de Mar, when three men forcibly removed him from the street, pepper-sprayed him, and threw him into a Ford Transit van. Several pedestrians and residents on nearby balconies immediately called authorities. Spanish National Police tracked the vehicle to Ronda de Toledo, about 15 minutes from the scene, and arrested two of the attackers. (BitcoinMag)
-Technology and Science-
1. SEC Greenlights Nasdaq Push Into Tokenized Securities Trading: The U.S. SEC formally approved Nasdaq's proposal to trade some stocks in tokenized form, starting with Russell 1000 stocks and certain index ETFs. Tokenized shares must match traditional counterparts in rights, symbols, and trading priority, settling through the Depository Trust Company if eligible. (Decrypt)
-Bitcoin Community-
1. Quantum-Ready Bitcoin Prototype Debuts, but Adoption Hurdles Loom: BTQ Technologies released the first working implementation of BIP 360 on the Bitcoin Quantum testnet. The upgrade introduces quantum-resistant transaction structures and post-quantum signatures. Adopting the model would require miners and users to migrate to a separate “Bitcoin Quantum” blockchain rather than upgrade the existing network. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 23/100 (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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 941,149
DTG/ICOD: 1200Z 18Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US Navy Escorts Tankers / US Allies Refuse to Help / Iran Intel Chief Killed / Trump Postpones Xi Meeting / House Committee Approves AI-Defense Fund / Director of US Counter Terrorism Center Resigns / Shooting At Holloman AF Base / SEC New Guidance Clarifies Crypto Designations / BlackRock Transfers On-Chain Bitcoin / Fidelity Lends Against Bitcoin Stack / MSTR To Reach 1M BTC This Year / Mortgage Rates Up, Stocks Up / UK Authorizes Home Devices to Spy on Owners / Apple Deploys Silent Security Updates / Bitrefill Hacked / Sam Altman's World Uses Coinbase Protocol for Digital IDs
Market Data: Price: 1 BTC= $72,936, 14.79 oz Gold, 5.9 BTC/Median US House
24hr Hi: $74,872 / Lo: $72,820
Volume: $37B (Down 33%)
Mkt Cap: $1.45T (Down 1%)
Hashrate: .931 ZH/s
Avg Fee Rate: 1.0 sats/byte (Down 1 sat)
---Reports---
-International Events-
1. US Navy Completes First Armed Escort of Commercial Tanker Through Strait of Hormuz: The USS Arleigh Burke destroyer and two MH-60R helicopters provided continuous overwatch for the Panamanian-flagged tanker carrying 1.4 million barrels of Saudi crude. Iranian IRGC fast-attack craft maintained 4.5 nautical mile standoff while broadcasting radio challenges. (Reuters)
2. US Allies Reject Trump's Call for Joint Strait of Hormuz Patrols: European nations including the UK and Germany declined participation in a US-led coalition to secure shipping lanes, citing concerns over escalation and lack of UN mandate. Trump publicly criticized allies on social media, threatening trade repercussions. Oil tankers rerouted around Africa, adding 14 days to transit times and increasing shipping costs by 35%. (NYTimes)
3. Iranian Intelligence Minister Esmail Khatib killed, Israel defense minister says: Israel’s defense minister said Wednesday that the Israeli military killed Iranian Intelligence Minister Esmail Khatib. The Intelligence Ministry, under Khatib, “has also aggressively persecuted individuals reporting on human rights abuses and violations in Iran, as well as their families, and subjected detainees to torture in secret detention centers during his tenure.” (AP)
4. Trump Postpones Meeting in China with Xi Jinping for a ‘Month or So’: “We’ve got a war going on. I think it’s important that I be here. So it could be that we delay a little bit, not much,” Trump said. (Breitbart)
-US Events-
1. House Armed Services Committee Approves $950 Million | 12,775 BTC for AI-Powered Missile Defense Upgrades: The committee passed the Integrated Air and Missile Defense Modernization Act directing funds to THAAD and Aegis systems for real-time AI target discrimination algorithms. Allocation includes 120 new interceptor missiles and sensor fusion upgrades at three Pacific bases. Floor vote is scheduled for next week. (Fox)
2. Top US Counterterrorism Official Resigns Over Iran War Policy: Joe Kent, Director of the National Counterterrorism Center, submitted his resignation citing President Trump's decision to engage in war with Iran as influenced by Israeli lobbying and lacking evidence of an imminent threat. In his letter, Kent urged a reversal of course to prevent further escalation and loss of American lives. The White House has not commented, but congressional Democrats called for immediate hearings on the intelligence justifying the conflict. (BBC)
3. 1 dead and another wounded in shooting at US Air Force base in New Mexico: The Holloman Air Force Base near Alamogordo, in southern New Mexico, was put on lockdown at about 5:30 p.m. because of reports of an active shooter near the base convenience store, according to a statement released by the 49th Wing. The person wounded has been taken for medical treatment, according to the statement. Security officials confirmed the base is safe and the lockdown was lifted. (AP) (AC-Details are sparse on this one.)
-Regulatory and Legal-
1. SEC Declares 'Most Crypto Assets' Not Securities, Including Staking, Airdrops and Bitcoin Mining: SEC Chair Paul Atkins said the new securities guidance, which impacts "most crypto assets," provides "clear lines in clear terms." “After more than a decade of uncertainty, this interpretation will provide market participants with a clear understanding of how the Commission treats crypto assets under federal securities laws. Atkins indicated that the SEC’s reliance on the Howey Test for assessing the classification of digital assets amounted to a “persistent failure to provide clarity on this question” of whether certain cryptocurrencies should be regulated by different agencies. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. BlackRock Begins On-Chain Transfers for Spot Bitcoin ETF Redemptions: BlackRock executed the first authorized participant redemption of 4,200 BTC directly from ETF cold-storage wallets to institutional custodians under SEC Rule 6c-11 amendments. Each transfer included cryptographic proof-of-reserves signed by Deloitte. Total redeemed value settled in under 90 minutes. (CoinDesk)
2. Fidelity Investments Activates Bitcoin-Backed Margin Lending for Institutional Clients: Fidelity launched a program allowing qualified clients to borrow up to 50 percent of Bitcoin holdings value at 4.25 percent annual interest with assets held in segregated, audited custody. Daily on-chain verification is performed by a third-party oracle. Initial credit lines total $1.1 billion | 14,792 BTC across 87 participants. (CoinDesk)
3. Strategy on course to hit 1 million BTC this year — and STRC is the clearest reason why: STRC expands the bitcoin-backed model by bringing in a different buyer base, one centered on income-oriented investors seeking yield and principal stability rather than only high-beta Bitcoin exposure. The preferred stock pays an annualized dividend of 11.50%, distributed monthly in cash, and is structured to trade near its $100 | 136,900 sats par value. (CryptoSlate)
-Economic Indicators-
1. US 30-Year Mortgage Rates Rise to 6.30%: The average contract rate on 30-year fixed-rate mortgages for conforming loans of $806,500 or less in the US increased to 6.30% in the week ending March 13, 2026, up from 6.19% the previous week. (TradingEconomics)
2. US Stocks Gain for 2nd Session: US equity indices closed higher on Tuesday, extending the rebound from four-month lows last week on fresh optimism that the halt in energy exports from the Persian Gulf will not translate to stagflation. The S&P 500 gained 0.3%, the Nasdaq 100 rose 0.5%, and the Dow rose a softer 0.1%. (TradingEconomics)
-Security Concerns-
1. UK Signals Intelligence Agency Expands Bulk Data Collection from Smart Home Devices: GCHQ activated new warrants covering IoT telemetry from 28 million UK households under the Investigatory Powers Act. Data streams include location pings and voice metadata routed through secure central repositories. (BBC) (AC-So in the UK, your TV will spy on you for the government. Sounds like a book.)
2. Apple Deploys First Automatic Background Security Patch for Devices: Apple pushed an over-the-air update to iOS, iPadOS, and macOS fixing a zero-day vulnerability in Safari that allowed remote code execution on 1.2 billion devices. The patch was applied silently without user intervention, marking the debut of Apple's new Rapid Security Response system. No exploits were detected in the wild, but the flaw affected versions released since September 2025. (TechCrunch)
3. Bitrefill Discloses Cyberattack, Points to North Korea’s Lazarus Group: Crypto e-commerce platform Bitrefill said it was the target of a cyberattack earlier this month that resulted in stolen funds and limited exposure of customer data, with indicators pointing to the North Korean-linked Lazarus Group as a likely perpetrator. Bitrefill said the attackers drained an undisclosed amount of funds from its hot wallets while also exploiting its gift card inventory systems to place suspicious purchases with vendors. (BitcoinMag)
-Technology and Science-
1. Sam Altman’s World Taps Coinbase’s Open Protocol to Verify Humans Behind AI Agents: Launching today in beta, AgentKit integrates World’s World ID identity system with x402, an open protocol started by Coinbase and Cloudflare. The system allows AI agents to carry cryptographic proof that they represent a unique human while interacting with websites, APIs, and online services. (Decrypt)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 26/100 (Down 2 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 941,005
DTG/ICOD: 1200Z 17Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Some Tankers Making it Through Hormuz / Top Iranian Leaders Killed / Pakistan Bombs Kabul Targets, Hits Hospital / SCOTUS To Hear Arguments Over Migrant Rights / Missing USAF General Confounds / Judge Blocks DHS Vaccine Recommendations / New Global Task Force Targets Crypto Scammers / US Senate Passes CBDC Ban / MSTR Buys Another Big Chunk of BTC / UST Yields Up, Stocks Up / Man's Wife Stole His Seed Phrase, Then Bitcoin / UK Mandates Backdoor into All Messaging Apps / Dog Cured From Cancer Using AI
Market Data: Price: 1 BTC= $74,067, 14.80 oz Gold, 5.82 BTC/Median US House
24hr Hi: $75,988 / Lo: $73,021
Volume: $56B (Up 31%)
Mkt Cap: $1.48T (Up 1%)
HashRate: .912 ZH/s
Avg Fee Rate: 2.0 sats/vBtye (Down 1 sat)
---Reports---
-International Events-
1. Iranian Supreme Leader Orders Partial Reopening of Strait of Hormuz for Non-US Flagged Vessels: Iranian state television broadcast a decree from the supreme leader permitting passage of tankers registered in China, India, and Russia through the Strait beginning at 0600 UTC today. The order excludes any vessels with US ownership and requires 24-hour prior notification to IRGC naval command.(Reuters)
2. Top Iranian leaders Ali Larijani, Gholamreza Soleimani killed in strikes, Israel says: Iran's top security official, Ali Larijani, and the head of the Revolutionary Guard's Basij militia, Gen. Gholamreza Soleimani, were both killed in overnight strikes in new blows to the country’s leadership, Israeli Defense Minister Israel Katz said Tuesday. (Fox)
3. Afghanistan accuses Pakistan of killing 400 in attack on Kabul hospital: The hospital is a 2,000-bed facility, and the raid destroyed large sections of the building, he wrote on X. “Unfortunately, the death toll has so far reached 400, while around 250 others have been reported injured. Rescue teams are currently at the scene, working to control the fire and recover the remaining bodies of the victims,” Pakistan dismissed the claim as “false and aimed at misleading public opinion”, saying it only targeted military installations in Kabul and the province of Nangahar on Monday. (AlJazeera)
-US Events-
1. Supreme Court to hear arguments over push to end legal protections for migrants from Haiti, Syria: The court declined, though, to immediately lift the protections for hundreds of thousands of people Monday, allowing them to live and work in the U.S. legally amid the administration’s wider crackdown on immigration. The case will be heard in April, a fast schedule for the nation’s highest court. (AP)
2. Search for missing retired Air Force general enters third week as investigators probe new clues: Gen. William "Neil" McCasland are investigating a new development after hiking boots believed to belong to the missing general were discovered at his vacation home, officials said Monday. "It is true that when Neil was in the Air Force, he had access to some highly classified programs and information," (Fox)
3. Judge blocks parts of RFK Jr.'s vaccine agenda, including new childhood vaccine schedule: U.S. District Judge Brian Murphy of Boston sided with the American Academy of Pediatrics and other plaintiffs who challenged Kennedy and HHS's efforts to cut the number of recommended childhood vaccines. Murphy's ruling on Monday halted a government memo enacting the new vaccine schedule, and halted the appointments of 13 new ACIP members and all votes taken by them. (CBS) (AC-It would be interesting to uncover the incentives related to this story.)
-Regulatory and Legal-
1. New Global Task Force Formed To Disrupt Crypto Scams, US Secret Service Leads: Law enforcement agencies from the United States, the United Kingdom, and Canada are collaborating on what they called “Operation Atlantic.” The primary goal of Operation Atlantic is to disrupt organized fraud schemes, assist victims in securing their assets to prevent further losses, recover funds that have been stolen, and raise public awareness surrounding the various scams. (Bitcoinist)
-CBDCs/World Currencies/Strategic Reserves-
1. US Senate Passes Housing Bill with CBDC Ban Until 2030: The Act was released by Senate Banking, Housing, and Urban Affairs Committee Chairman Tim Scott (R) and Ranking Member Elizabeth Warren (D). This move, while temporary, underscores growing bipartisan skepticism toward government-issued digital currencies, often criticized for privacy risks and centralization. This clears the runway for private stablecoin innovation. Much like what we are seeing in jurisdictions like Hong Kong. Potentially reshaping digital finance away from centralized control. (Disruptionbanking)
-Institutional Concerns-
1. Strategy Adds 22,337 Bitcoin In $1.57B | 21,288 BTC Purchase, Fifth-Largest In History: This buy saw the addition of 22,337 BTC to Strategy’s reserves, which is one of the largest purchases ever made by the firm. Strategy funded this new acquisition using proceeds from its STRC and MSTR at-the-market (ATM) stock offerings. (Bitcoinist)
-Economic Indicators-
1. US 10-Year Yield Edges Higher: The yield on the US 10-year Treasury note rose to around 4.24% on Tuesday after a sharp decline in the previous session, as investors continued to gauge the impact of the Middle East conflict and volatile oil prices on the economy and inflation. (TradingEconomics)
2. US Equities Rebound to Kick Off the Week: US equity indices rebounded on Monday as the S&P 500 gained 1.1%, the Dow rose 1%, and the Nasdaq added 1.2% as markets reassessed the risk of a lasting energy shock. This recovery was primarily driven by news that select tankers successfully navigated the Strait of Hormuz over the weekend. (TradingEconomics)
-Security Concerns-
1. Man's Wife Allegedly Stole $172M | 2,335 BTC in Bitcoin by Secretly Recording and Stealing His Seed Phrase: Court documents reveal that Ping Fai Yuen's wife allegedly stole $172 million | 2,335 BTC in Bitcoin from his Trezor wallet in 2023. The wife, Fun Yung Li, is accused of secretly recording him and stealing his seed phrase to access the Bitcoin holdings. (Decrypt)
2. UK Government Mandates End-to-End Encryption Backdoors for All Domestic Messaging Apps: The Home Office issued binding regulations requiring WhatsApp, Signal, and Telegram UK variants to implement government-accessible key escrow within 180 days. Non-compliant platforms face immediate App Store removal and £20 million daily fines. (BBC)
-Technology and Science-
1. Did ChatGPT Really Cure a Dog's Cancer? It's Complicated: OpenAI co-founder Greg Brockman amplified a widely shared story over the weekend about a dog treated with a personalized mRNA cancer vaccine developed with help from ChatGPT, drawing attention across tech and AI communities. Rosie had been given only months to live before receiving the experimental treatment, which Conyngham said was developed with assistance from the AI chatbot. While the treatment itself appears genuine, the role ChatGPT is credited with in developing the vaccine has been debated. (Decrypt) (AC-The dog owner used ChatGPT for general diagnosis and planning, Alphafold for genetic modeling, and Grok for final vaccine construct.)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 28/100 (Up 5 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 940,887
DTG/ICOD: 1200Z 16Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump Asks for Help in Securing Hormuz Strait / UAE Oil Alternate Hit by Drone / Two Oil Tankers Sunk Near Strait / Iran Asylum Seekers Recant / Airlines Fuming Over DHS/TSA Shutdown / Marine Amphib Deploying to Gulf / Dollar Up, Gas Up / Meta to Cleanup Scammers / New Prepper Device / Study Shows Bitcoin Network Resilient Against Cut Cables
Market Data: Price: 1 BTC= $73,621, 14.72 oz Gold, 5.85 BTC/Median US House
24hr Hi: $74,395 / Lo: $71,282
Volume: $42B (Up 100%)
Mkt Cap: $1.47T (Up 3%)
HashRate: .936 ZH/s
Avg Fee Rate: 3.0 sats/vBtye (Up 1 sat)
---Reports---
-International Events-
1. Trump warns of ‘very bad future’ for NATO if countries do not help secure Strait of Hormuz: President Donald Trump urged China and US allies to help to resolve disruptions at the Strait of Hormuz, warning NATO faces a “very bad” future if allies fail to assist. No countries have yet committed to sending warships. (CNN)
2. Fire breaks out at major UAE oil hub that bypasses Hormuz: An “advanced fire” broke out in the United Arab Emirates’ Fujairah petroleum industrial zone after it was targeted in a drone attack. (CNN)
3. Iranian Forces Sink Two Greek-Owned Tankers in Strait of Hormuz: Iranian Revolutionary Guard Corps speedboats and coastal batteries sank the Liberian-flagged tanker Aegean Spirit and the Marshall Islands-flagged tanker Poseidon 40 nautical miles inside the Strait at 0215 UTC. Both vessels carried 1.8 million barrels of crude destined for Europe; 18 crew members were rescued by US Navy helicopters while 12 remain missing. (Reuters)
4. Fifth member of Iran women's soccer team withdraws asylum claim: The latest withdrawal leaves only two people of the original six players and one support staff member who sought asylum in Australia last week fearing possible persecution if they returned home. The five who withdrew their claims are expected to join the rest of the team in Kuala Lumpur where the squad has been staying since departing from Sydney last week. (Reuters) (AC-It's amazing how holding families hostage keeps people in line. Modern slavery continues.)
-US Events-
1. CEOs of top airlines demand Congress restore funding to Homeland Security and pay airport workers: The CEOs of the nation’s top airline companies, including American, Delta, Southwest and JetBlue, are imploring Congress to restore funding to the Department of Homeland Security and embrace a bipartisan solution to pay federal aviation workers including airport security officers during the partial government shutdown. Homeland Security posted on its X account last week that more than 300 TSA agents have quit since the start of the shutdown. (AP)
2. Pentagon Deploys 2,500 Marines and USS Tripoli to Middle East Amid Iran Conflict: Pete Hegseth approved a U.S. Central Command request to deploy roughly 2,500 Marines and the Japan-based USS Tripoli amphibious assault ship to the Middle East as part of the 31st Marine Expeditionary Unit. Officials say the deployment expands commanders' military options without committing to ground invasion. Sailing from Sasebo, Japan, the USS Tripoli remains over a week away from Iranian waters, accompanied by a combat logistics battalion capable of sustaining operations for up to 15 days amid reported contingency planning for raids or seizing Kharg Island. (GroundNews)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. Dollar at 100.3, Highest Since May: The dollar index climbed above 100.3 on Friday, its highest level since mid-May 2025, and was on track for a second consecutive weekly gain as traders continued to favor the greenback as a safe haven amid the escalating conflict with Iran and the lack of prospects for an imminent resolution.
-Security Concerns-
1. Meta Launches Major AI Crackdown on Facebook, Instagram Scams After Removing 159 Million Fraud Ads: Just last year, Meta removed more than 159 million scam-related ads and disabled 10.9 million accounts linked to organized fraud networks across Facebook and Instagram. This new effort is designed to verify advertisers and protect customers. (TechTimes)
-Technology and Science-
1. The Ark: Rugged Offline AI Survival Device Draws Crowds: Scorpio Devices Inc. created The Ark, a waterproof, drop-proof handheld packed with AI survival tips from manuals like the SAS Survival Handbook, plus GPS maps and 50-mile LoRa texting for off-grid networks. It evolved from their top-rated iOS app with 14k users, now in a 3-pound rugged case priced at $699 | 948,568 sats for preppers and campers. Fans call it a futuristic cyberdeck, while skeptics say a smartphone or paper book does the job cheaper and lighter. (X)
-Bitcoin Community-
1. 72% of Undersea Cables Would Need to Fail Simultaneously to Significantly Affect the Bitcoin Network: A new study finds the Bitcoin network boasts strong resilience to global internet infrastructure failures. The study draws on Bitcoin peer-to-peer (P2P) network data from 2014 to 2025 and 68 verified submarine cable outages. The team built a national-level cascading model to evaluate the Bitcoin network’s shock resilience. The study also notes that using the Tor (The Onion Router) anonymous network drastically boosts the Bitcoin network’s ability to resist interference. Roughly 64% of Bitcoin nodes hide their real locations via Tor. (LookonChain)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 23/100 (Up 8 pts)
Analyst Comments (AC): It's a slow news Monday morning, so far.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 940,519
DTG/ICOD: 1200Z 13Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US Air Tanker Crashes in Iraq / Afghanistan-Pakistan Conflict Grows / New Ayatollah Makes Statement, But Not in Person / ODU Terrorist Attack on ROTC Program / Michigan Synagogue Attack By Lebanese Immigrant / Joint DOJ-EU Op Shuts Down Hacker Network / BPI Pushes for Bitcoin Inclusion of De Minimus Exemption in CLARITY Act / Paraguay Wants Transaction Data / UST Yields Up, Stocks Down, Trade Gap Narrows / UK Goes Full '1984' / Zuckerberg Buys Moltbook, Brings AI Agents Into Social Club / Foundry Gets Into Zcash
Market Data: Price: 1 BTC= $72,138, 14.20 oz Gold, 5.96 BTC/Median US House
24hr Hi: $72,571 / Lo: $69,402
Volume: $48B (UP 8%)
Mkt Cap: $1.44T (Up 3%)
HashRate: .982 ZH/s
Avg Fee Rate: 2.0 sats/vBtye (Even)
---Reports---
-International Events-
1. US KC-135 Refueling Plane Crash in Iraq: A US Air Force KC-135 refueling aircraft crashed in Iraq, resulting in four crew members confirmed dead. Rescue efforts continue for the remaining two crew members, with next of kin notified. The incident occurred amid escalating drone and missile strikes in the region, prompting an ongoing military investigation.(Reuters)
2. Afghanistan's Taliban say Pakistani air strikes kill six, wound 12: Pakistan bombed the fuel depot of private airline Kam Air near Afghanistan's airport of Kandahar, the ruling Taliban said on Friday, stepping up the neighbours' worst conflict in years, despite China's efforts to mediate. (Reuters)
3. Iran's new supreme leader vows to keep blocking Strait of Hormuz in first statement: His statement was read out by a presenter on Iranian state television and accompanied by a photo of Khamenei, but no audio or video of the new leader. The format in which the Iranian regime released his statement did little to quell rumors that he could actually have been incapacitated, possibly even left in a coma, in the same strike that killed his father and mother. (CBS)
-US Events-
1. FBI Director Kash Patel: Old Dominion Shooting an ‘Act of Terrorism’: "Earlier today, an armed individual opened fire at Old Dominion University, leaving one person dead and two others wounded. The shooter is now deceased thanks to a group of brave students who stepped in and subdued him – actions that undoubtedly saved lives along with the quick response of law enforcement," FBI Director Patel posted. The attacker, 36-year-old Mohamed Bailor Jalloh, was arrested on July 3, 2016, “for attempting to provide material support to the Islamic State of Iraq and the Levant.” In 2017, he was convicted and sentenced to 11 years in prison. (Breitbart)
2. Suspect Identified in Michigan Synagogue Attack: Ayman Mohamad Ghazali, a Lebanese-born American who entered the United States on a spouse visa from Lebanon, was identified as the suspect in a vehicle-ramming and gunfire attack on Temple Israel synagogue in Michigan. The suspect’s family was recently killed in an airstrike. Children inside the synagogue initially believed the incident was a false alarm. (Fox)
-Regulatory and Legal-
1. Authorities Freeze $3.5M in Crypto as Europol, DOJ Disrupt ‘SocksEscort’ Proxy Network: Investigators said the service infected thousands of routers and enabled fraud including crypto account takeovers. The SocksEscort” service had compromised over 369,000 routers and Internet of Things devices across 163 countries and offered users more than 35,000 proxies in recent years. (Decrypt)
2. Policy Group Calls for Bitcoin Inclusion in Proposed Crypto Tax Exemption: The Bitcoin Policy Institute is urging Congress to broaden proposed de minimis tax relief for digital assets beyond payment stablecoins to include bitcoin. Under current law, bitcoin is treated as property, which means every purchase with the asset triggers a capital gains calculation, regardless of transaction size. (BitcoinMag)
3. Paraguay Adopts Stricter Crypto Oversight, Mandates Detailed Transaction on Bitcoin Reporting: Paraguay’s tax authority now requires residents and crypto platforms to report nearly all digital asset transactions over $5,000 | 0.07 BTC, including wallet addresses and transaction hashes, aiming to integrate cryptocurrencies into the national tax system while raising privacy concerns. (BitcoinMag)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US 10Y Yield Holds at 5-Week High: The yield on the US 10-year Treasury note held around 4.26% on Friday, hovering near five-week highs as escalations in the Middle East conflict and rising oil prices fueled concerns about resurgent inflation, reinforcing bets that the Federal Reserve will keep interest rates higher for longer. (TradingEconomics)
2. US Stocks Close Sharply Lower: The S&P 500 and the Dow both closed 1.5% lower while the Nasdaq shed 1.7% on Thursday as investors navigated the intensifying conflict in the Persian Gulf that drove crude oil prices toward 100 dollars per barrel following defiant rhetoric from the new Iranian supreme leader. (TradingEconomics)
3. US Trade Gap Narrows in January: The US trade deficit narrowed sharply to $54.5 billion in January 2026, the lowest since October, following a revised $72.9 billion in December and compared to forecasts of a $66.6 billion gap. (TradingEconomics)
-Security Concerns-
1. UK Govt Urges Schools To Snitch On 'Anti-Muslim Hostility' In Orwellian Crackdown: The UK government is ramping up its assault on free expression, now urging schools, councils, and workplaces to monitor and report “anti-Muslim hostility” as part of a broader strategy that critics slam as a tool to silence legitimate debate. The strategy includes boosting security for mosques and Muslim schools through schemes upgrading CCTV, alarms, and fencing. A new “anti-Muslim hostility tsar” will oversee implementation, advising schools, universities, and public services on tackling hatred. (Zerohedge) (AC-Establishing a beachhead will real defense in depth.)
-Technology and Science-
1. Mark Zuckerberg’s Meta Buys Moltbook, the Social Media Network for AI Agents: Meta has completed the acquisition of Moltbook, a social network designed for AI agents to interact with one another. The platform gained widespread attention and controversy due to its security vulnerabilities that allowed human users to impersonate AI agents and create alarming fake posts. Moltbook will be integrated into Meta Superintelligence Labs. The company’s founders, Matt Schlicht and Ben Parr, will join Meta’s team following the transaction. Financial terms of the deal were not disclosed by either party. (Breitbart)
-Bitcoin Community-
1. Largest Bitcoin Mining Pool Enters Zcash With Institutional-Grade Service: Foundry is expanding into Zcash with a new mining pool aimed at filling a gap in ZEC mining infrastructure for institutional entities and public companies. “Zcash has matured into an institutional-grade asset, but the mining infrastructure supporting it hasn’t kept pace,” said Mike Coyler, Foundry CEO. Zcash is a privacy-focused token that was first launched in 2016. (Bitcoinist)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 15/100 (Down 3 pts)
Analyst Comments (AC): Some days the news is worrying, to say the least. Use these indicators to drive healthy actions like self-sovereignty, privacy, and defensive practices. Then doing what you are able to do, focus on the things that really matters most.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 940,392
DTG/ICOD: 1200Z 12Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran Hits Six Ships, Closes Strait / New Iran Leader Even 'More Dangerous' / China Pause on Taiwan Flights Puzzle / US to Release Almost Half of Petroleum Reserve / AG Bondi Moves Onto Military Base for Security / FBI Says Iran Threat to California / US Agencies Collaborate on Digital Asset Oversight / Kazakhstan Central Bank to Invest in Crypto / Coinbase CEO Denies Torpedoing Bitcoin De Minimus / BTC ETFs Inflow / Yields Up, Stocks Down, Oil Up Again / Android Hot Wallets at Risk / Iranian 5GW Effort on Instagram / New Anthropic OS for Apple / ARK Lays Out Quantum Risk to Bitcoin
Market Data: Price: 1 BTC= $70,212, 13.60 oz Gold, 6.13 BTC/Median US House
24hr Hi: $71,337 / Lo: $69,230
Volume: $45B (Down 4%)
Mkt Cap: $1.4T (Even)
HashRate: 1.0 ZH/s
Avg Fee Rate: 2.0 sats/vBtye (Even)
---Reports---
-International Events-
1. Six vessels attacked amid reports of Iranian drone boats, sea mines: Explosive-laden Iranian boats appear to have attacked two fuel tankers in Iraqi waters, setting them ablaze and killing one crew member, after projectiles struck four vessels in Gulf waters, according to reports. Four other ships were damaged or sunk after unknown projectiles hit the ships. Ships from India, Iraq, Oman, Japan and the US were all hit. (AlJazeera) (AC-It seems Iran has gone 'all-in' on closing the straight in the last 2 days, which will have serious global consequences.)
2. Iran’s New Supreme Leader, Mojtaba Khamenei ‘More Dangerous’ than His Father: Jaber Rajabi, who previously studied “at a religious seminary” with Mojtaba, stated, “If war breaks out, that Mojtaba will try to control the region, and was obsessed with the end of days and had believed “he himself will have a special part in hastening humanity down that (apocalyptic) path.” (Breitbart)
3. For nearly two weeks, Chinese fighter jets stopped buzzing Taiwan. No one seems to know why: Taiwan’s military has grown used to the daily task of tracking Chinese warplanes flying near the island. So when the aircraft suddenly stopped coming for nearly two weeks, the silence was both striking and deeply puzzling. (CNN)
-US Events-
1. Trump will release 172 million barrels of oil from Strategic Petroleum Reserve: The SPR currently holds 415 million barrels, about 58% of the 714 million barrels authorized, and the IEA agreed to release 400 million barrels, the largest in its history. (GroundNews)
2. AG Bondi Moves To Secure Military Housing After Threats, Joining Other Trump Officials: Attorney General Pam Bondi has reportedly moved into heavily guarded housing at a military base in the Washington area after receiving multiple threats. “One catalyst was an increase in threats following the capture and prosecution of President Nicolás Maduro of Venezuela in January." Even though legitimate threats have forced these officials to move to military bases, the liberal media outlets have been criticizing the relocations for months. (ZeroHedge)
3. FBI issues bulletin on potential Iran-linked threats in California: An FBI bulletin alerted agencies to possible Iran-backed attacks targeting locations in California. Gov. Gavin Newsom stated there is no 'imminent threat'. (Reuters)
-Regulatory and Legal-
1. SEC, CFTC Sign Pact to Harmonize Oversight of Financial Markets and Digital Assets: The agencies have moved to coordinate oversight, in a bid to end years of regulatory overlap on the treatment of crypto. The fresh initiative targets product definitions, clearing rules, and reporting. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. Kazakhstan's Central Bank Will Invest Up to $350 Million in Crypto Assets: “This includes not only cryptocurrency itself, but we are currently developing a list of instruments in which we will invest.” (Decrypt)
-Institutional Concerns-
1. Coinbase CPO Rejects Claims of Opposing Bitcoin Tax Relief as Jack Dorsey Demands Clarity from Brian Armstrong: Jack Dorsey of Block specifically called Armstrong out for clarification, saying “hope this is true for de minimis as well. @brian_armstrong?”. Armstrong responded with a denial of the rumor as well. calling it “totally false”. The denial comes after @MartyBent reported on March 11 that Coinbase is allegedly telling lawmakers the exemption is unnecessary because “No one is using bitcoin as money. A de-minimis exemption for bitcoin is a hand out that will be DOA.” (BitcoinMag)
2. Bitcoin Spot ETFs See Inflows: Bitcoin spot Exchange Traded Funds (ETFs) recorded significant net inflows totaling $115.2 million on March 11, indicating renewed investor interest. (CoinGecko)
-Economic Indicators-
1. US 10Y Yield Edges Higher on Inflation Risks: The yield on the US 10-year Treasury note climbed to around 4.24% on Thursday, reaching five-week highs as oil prices resumed their rally, heightening inflationary risks and reducing the likelihood of Federal Reserve interest rate cuts. (TradingEconomics)
2. US Stocks Finish Flat to Lower: The S&P 500 edged 0.2% lower, the Nasdaq slipped 0.1%, while the Dow dropped 0.7% on Wednesday as the conflict in the Persian Gulf drove energy prices higher and intensified inflation concerns. West Texas Intermediate futures climbed past $87/ (TradingEconomics)
-Security Concerns-
1. Android Phone Crypto Wallets Could Be at Risk Due to MediaTek Exploit: Ledger researchers say a flaw in certain MediaTek-powered Android phones could expose encrypted user data in about 45 seconds. The exploit allows attackers to retrieve a device PIN and decrypt storage before Android even boots. (Decrypt)
2. Iranian influence operation using fake personas to deceive US Instagram users disrupted, Meta says: Meta said Wednesday it disrupted an influence operation linked to Iran that used “sophisticated fake personas” on Instagram to build relationships with U.S. users before introducing political messaging. The network used accounts posing as journalists, commentators and ordinary people to engage users and gradually introduce political narratives, the company said. A second layer of accounts amplified posts to help spread the messaging. (RecordedFuture) (AC-Level 10 effort in 5GW.)
-Technology and Science-
1. Anthropic launches ‘Personal Computer’ AI system that turns Macs into persistent AI agents: Anthropic introduced Personal Computer, an AI system that runs continuously on Mac devices to automate tasks across apps and services, coordinating multiple AI models and managing workflows even when users are offline. (Storyboard18)
-Bitcoin Community-
1. Is Quantum Computing A Threat To Bitcoin? ARK Invest Breaks It Down: The authors conclude that while the technology represents a legitimate long-term concern, it does not pose an immediate threat to the network. “Our two central arguments are as follows,” the authors write. “Quantum is a long-term risk but not an imminent threat. The community must continue to research and make plans for protecting the network as quantum computers improve.” (Bitcoinist. For a complete read on the subject: https://tinyurl.com/5bp4fx68)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 18/100 (Up 5 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 940,113
DTG/ICOD: 1200Z 10Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump Signals Iran Winding Down / Five Iranian Women Defect in Australia / US-ROK Military Drills To Begin / Prince's Company Using Drones for Targeted Strikes in Haiti / Epstein Prison Guard Under Scrutiny / Alexander Bros Convicted of Sex Trafficking / DHS Shutdown Creating Problems / US DOJ Looks to Retrial Roman Storm / US Treasury States Mixers OK For Privacy / Block to Entertain Stablecoin Demand / Strategy (MSTR) Makes Big Buy / Stocks Recover, Oil Drops / WH Wants to Return Stolen Cybercrime Money / Anthropic Sues USG Over Designation / Tokenized Stocks Coming / Only 1M More BTC to be Mined
Market Data: Price: 1 BTC= $70,262, 13.63 oz Gold, 6.11 BTC/Median US House
24hr Hi: $71,272 / Lo: $68,144
Volume: $51B (Up 21%)
Mkt Cap: $1.4T (Up 4%)
HashRate: 1.0 ZH/s
Avg Fee Rate: 2.0 sats/vBtye (Down 1 sats)
---Reports---
-International Events-
1. In a press conference, President Trump stated that the war with Iran is "very complete" and could end "very soon," but he also warned that the U.S. would hit Iran "twenty times harder" if it blocks the Strait of Hormuz, amid reports of intense overnight strikes in Tehran. Iranian officials responded that they, not the U.S., will determine when the conflict ends, with the new supreme leader Mojtaba Khamenei rallying hundreds of thousands in Tehran to show support. (NBC)
2. Five members of Iran's women's soccer team were granted asylum in Australia after defecting following an anthem protest during the Asian Cup. The players escaped their hotel with police aid and are now under protection, with one labeled a "wartime traitor" by Iranian critics. (NBC)
3. US begins large military drill with South Korea while waging war in the Middle East: About 18,000 Korean troops will take part in Freedom Shield, which runs through March 19. U.S. Forces Korea hasn’t confirmed the number of American troops participating in the training in South Korea. Freedom Shield may trigger an irritated response from North Korea. (AP)
4. Hundreds killed in Haiti drone strikes, including 60 civilians: Explosive drone strikes by Haitian security forces targeting gangs have killed over 1,200 people, including 43 adult civilians and 17 children, Human Rights Watch said. Haitian security forces, with support from Vectus Global, have carried out anti-gang operations using quadcopter drones strapped with explosives, often in densely populated parts of the capital Port-au-Prince. Vectus Global is a private U.S.-based military company led by Blackwater founder Erik Prince. (Reuters)
-US Events-
1. Epstein Prison Guard Googled Him Minutes Before Body Found, Received Mystery $5k a Week Earlier: DOJ documents showed the guard also made a $5,000 deposit just over a week before his death, the New York Post reported on Saturday, identifying the guard as Tova Noel. Noel and another guard were accused of falsifying records to make it appear as though they had checked on Epstein during the night hours. Both guards lost their jobs, but the charges were eventually dropped. (Breitbart)
2. Three Alexander brothers, prominent real estate figures, were convicted on all counts in a federal sex-trafficking trial in Manhattan after weeks of testimony from victims. The case involved luring women to luxury homes and parties, shocking the industry and leading to $175 million in damages awarded in a related trade secrets lawsuit. (NPR)
3. DHS shutdown led to massive airport delays, with TSA advising passengers to arrive four hours early and a brief FAA groundstop for JetBlue planes due to system issues. Over 100,000 workers are without pay, exacerbating travel chaos amid heightened security. (CNN)
-Regulatory and Legal-
1. Trump's DOJ Seeks October Retrial for Tornado Cash Developer Roman Storm: Federal prosecutors have asked a Manhattan judge to retry Tornado Cash developer Roman Storm on money-laundering and sanctions-evasion charges that a jury deadlocked on last August, even as the White House previously signaled openness to pardoning another crypto privacy developer for comparable conduct. (Decrypt)
2. US Treasury says lawful crypto users may use mixers for financial privacy: A new Treasury report says lawful users may use mixers for financial privacy on public blockchains. The language leaves Treasury’s money-laundering case intact, while opening room for privacy tools that can operate inside regulated U.S. crypto markets. (CryptoSlate)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin Die-Hard Jack Dorsey Doesn't Like Stablecoins, But Block Will Use Them Anyway: "I don't like that we're going to support stablecoins, but our customers want to use them," he told Wired. "I don't think it's wise to go from one gatekeeper to another." (Decrypt)
2. Strategy Drops $1.28 Billion on Bitcoin, Issues $377 Million in Preferred Shares: Strategy spent $1.28 billion on Bitcoin last week, notching its largest purchase in over a month with funds that partly stemmed from STRC, its variable rate preferred share. “The second century begins,” Strategy co-founder and Executive Chairman Michael Saylor posted to X on Sunday. (Decrypt)
-Economic Indicators-
1. US 10-Year Yield Holds Decline: The yield on the US 10-year Treasury note held around 4.11% on Tuesday after reaching as high as 4.21% in the previous session, as retreating oil prices eased fears of resurgent inflation. (TradingEconomics)
2. US Stocks Recover to Close Much Higher: US equities executed a dramatic reversal on Monday with the S&P 500 adding 0.9%, the Dow rising 0.5%, and the Nasdaq surging 1.3%, as the prospect of a swift conclusion to the Middle East conflict dismantled the stagflationary fears that had initially sent the averages plunging. (TradingEconomics)
3. Oil retreats: Oil prices retreated to around $90 barrel after surging to nearly $120 at the start of the week. (TradingEconomics)
-Security Concerns-
1. White House floats Victims Restoration Program for millions affected by cyber fraud: The Trump administration released an executive order Friday outlining measures the U.S. government plans to take to address the billions worth of financial losses Americans continue to suffer each year from cybercrime. The order also calls for the creation of a Victim Restoration Program in 90 days that will provide “restoration or remission to victims of cyber-enabled fraud schemes from funds clawed back, forfeited, or seized from the transnational criminal organizations that perpetrate such schemes.” (RecordedFuture)
-Technology and Science-
1. Anthropic sued the Trump administration to block its designation as a Pentagon supply chain risk, claiming it could cost billions in sales and harm its reputation over AI use restrictions. The lawsuit escalates tensions after OpenAI struck a deal with the Pentagon for AI systems. (CNBC)
2. Nasdaq and Crypto-Exchange Kraken Partner to Bring Tokenized Stocks to Global Markets: Payward, the parent company of cryptocurrency exchange Kraken, has partnered with Nasdaq to build a gateway connecting traditional stock markets with blockchain networks. The project will use Payward’s xStocks platform to move tokenized equities between regulated institutional markets and permissionless decentralized finance (DeFi) networks in regions where the service is approved. (BitcoinMag)
-Bitcoin Community-
1. Bitcoin Hits 20 Million Mined: Less Than 1 Million Coins Left: Bitcoin has just crossed a major milestone: more than 20 million of its 21 million coins have now been mined. That means over 95% of the cryptocurrency’s total supply is out in the world, leaving less than one million coins yet to be created. The last fractions of Bitcoin are projected to be mined around the year 2140. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 13/100 (Up 5 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 939,586
DTG/ICOD: 1200Z 06Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Israel Intensifies Attacks on Iran and Lebanon / Sri Lanka Takes Control of Remaining Iranian Ship in Port / Putin Threatens Withholding Gas to Europe / Trump Fires DHS Secretary Noem, Nominates Sen Mullin for Role / Missing Epstein Files Released / House Looks To Override Sanctuary Cities, States / Fed Court 'Freezes' Bitcoin Transfer / Contractors Son Arrested For Stealing US Marshals Bitcoin / Thailand Enacts 0% Cap Gains on Bitcoin / Huge Outflow of Bitcoin From Exchange Indicates Self-Custody / Trump's American Bitcoin Gets Bigger / Markets in Stress Mode / Tech Control in Name of 'Safety' Grows / 'QuitGPT' Gains Steam Over DOW Contract / Wall street Making Moves on Bitcoin Miners
Market Data: Price: 1 BTC= $69,880, 13.73 oz Gold, 6.18 BTC/Median US House
24hr Hi: $72,962 / Lo: $69,682
Volume: $44B (Down 32%)
Mkt Cap: $1.39T (Down 4%)
HashRate: 1.0 ZH/s
Avg Fee Rate: 1.0 sats/vBtye (Down 1 sat)
---Reports---
-International Events-
1. Israeli Forces Intensify Strikes on Tehran and Beirut Amid Escalating Conflict: Israeli airstrikes targeted key infrastructure in Tehran overnight, including missile launch sites and military bases, resulting in at least 1,332 reported deaths in Iran since the conflict began, with Saudi Arabia, Qatar, and Bahrain intercepting additional missiles. The strikes extended to Beirut's southern suburbs, prompting mass evacuations and causing significant traffic chaos as residents fled Hezbollah strongholds. U.S. Defense Secretary Pete Hegseth stated the campaign has "only just begun," signaling potential intensification of joint U.S.-Israeli operations. (BBC)
2. Sri Lanka takes custody of an Iranian vessel off its coast after US sank an Iranian warship: Sri Lankan navy spokesperson Cmdr. Buddhika Sampath said 204 sailors of the IRIS Bushehr were brought to the Welisara Naval Base near the capital, Colombo. The Sri Lankan government took custody of the Bushehr after the U.S. sank an Iranian warship, the IRIS Dena, off Sri Lanka’s coast Wednesday. The Sri Lankan navy rescued 32 sailors and recovered 87 bodies. (AP)
3. With Europe Vulnerable To An Energy Crisis, Putin Says Russia May Pull The Plug On Gas Supplies To Europe: The Russian government, along with domestic energy companies, is examining whether or not to immediately withdraw from the European market, Russian President Vladimir Putin said Wednesday evening. The move comes at time when gas prices are surging across Europe, leaving the EU vulnerable to a further supply shock. (ZeroHedge)
-US Events-
1. Trump Fires DHS Secretary Kristi Noem Amid Criticism: President Trump announced the removal of Homeland Security Secretary Kristi Noem via Truth Social, citing dissatisfaction with her leadership, including a $220 million ad campaign on self-deportation, and nominated Senator Markwayne Mullin as her replacement. Democrats welcomed the change but demanded further accountability for DHS funding lapses. (CBS)
2. Justice Department Releases Missing Epstein Files Related to Trump: The DOJ published previously missing FBI interviews from Jeffrey Epstein's files, including claims against former President Trump by a woman involved in the case. This follows a court order amid ongoing investigations into Epstein's network. No charges have been filed based on the new releases. (NPR)
3. US House Debates the Shut Down Sanctuary Policies Act: The Shut Down Sanctuary Policies Act would “supersede any and all State and local laws, ordinances, regulations, and policies that directly or indirectly prohibit or restrict” federal immigration enforcement and cut off funding and grants if federal law is ignored. (Breitbart)
-Regulatory and Legal-
1. Federal Court Freezes 70.6 Bitcoin in BlockFills Legal Battle: The restraining order immobilizes these digital assets while Dominion Capital pursues its claims through the judicial system. This development compounds existing difficulties for BlockFills, which recently suspended customer withdrawals and experienced substantial financial setbacks. (Blockonomi) (AC-An interesting exercise to study as it all depends on who holds the keys.)
2. Federal Contractor’s Son Arrested, Charged With Stealing $46 Million | 657 BTC From US Crypto Stockpile: The son of a federal contractor who managed critical services for the U.S. government has been arrested and charged with stealing some $46 million | 657 BTC worth of crypto from the U.S. Marshals Service. John “Lick” Daghita was arrested last night on the Caribbean island of St. Martin, the FBI announced Thursday morning. The younger Daghita’s alleged crimes were first brought to the public’s attention in January by ZachXBT, the pseudonymous blockchain sleuth with a long history of exposing misconduct in the crypto sector. (Decrypt) (AC-OSINT work is becoming more impactful.)
3. Thailand Enacts Zero Capital Gains Tax: Thailand officially implemented a 0% capital gains tax on Bitcoin and other cryptocurrencies, aiming to attract capital and increase demand. (CoinGecko)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin ‘anomalous’ outflow sees 32K BTC leave exchanges in a single day: Bitcoin “largescale accumulation” is on the radar after 31,900 BTC left Bitfinex in a single day. “This behavior is commonly observed during large spot purchases, where assets are acquired on exchange and then moved to cold custody,” the analysis concluded. (CoinTelegraph)
2. American Bitcoin Expands Treasury to 6,500 BTC as Eric Trump Accuses Big Banks of Lobbying Against Crypto: American Bitcoin added more than 6,500 Bitcoin, placing the firm among the largest publicly traded holders of the digital asset as it continues to scale its mining operations. Data from Bitcoin Treasuries shows the miner now ranks about 17th among public companies that hold BTC on their balance sheets. (BitcoinMag)
-Economic Indicators-
1. US Futures Slide to Multi-Month Lows: US equity futures were sharply lower on Friday as signs that the war in the Middle East will maintain energy prices higher for longer dented the outlook for the US economy. Contracts for the three main stock indices hovered around 0.6% down, their lowest this year. Energy prices surged as producers in the Persian Gulf turned down output and tanker operators refrained from taking deliveries. (TradingEconomics)
2. US 10-Year Treasury Yield Set for Strongest Weekly Gain Since April: The yield on the US 10-year Treasury note rose for a fifth consecutive session to 4.17% on Friday, bringing the weekly increase to nearly 20 basis points, the largest jump since April. The move reflects growing inflation concerns driven by the rally in energy prices. (TradingEconomics)
-Security Concerns-
1. House panel marks up kids digital safety act amid Democrat backlash: Committee Democrats criticized the Kids Internet and Digital Safety (KIDS) Act for including a weak knowledge standard that they said allows tech companies to escape accountability for online safety harms by claiming they are unaware kids are using their platforms and deserve protections. “I believe that Republicans are handing Big Tech a giant gift by walking away from the stronger preemption standards that were previously included in these bills.” (RecordedFuture) (AC-The contentious issue is an entryway into control over marketplace technology. Globally, statists are learning that regulatory capture of tech companies can be accomplished via 'safety' concerns, which may or may not be true. This is the real conflict beneath the headlines.)
-Technology and Science-
1. OpenAI Launches GPT-5.4 Days Just After Last Version as 'QuitGPT' Exodus Gains Steam: OpenAI began rolling out GPT-5.4—its most capable model to date—on Thursday as the company scrambles to contain a PR crisis that has seen an estimated 2.5 million users take actions against the company, either by canceling their subscription or sharing the boycott on social media. The so-called QuitGPT movement exploded after OpenAI revealed a deal with the U.S. Department of Defense hours after Anthropic publicly walked away from the same contract. (Decrypt)
-Bitcoin Community-
1. Bitcoin mining profit plummets to $500 per BTC as costs surge past $70k as Wall St funds miners’ AI escape hatch: Wall Street is pouring billions into public Bitcoin mining companies, but the investment thesis has little to do with the emerging industry's future. Investors and mega-bank lenders are pitching a straightforward arbitrage: Many large-scale Bitcoin miners already control coveted grid interconnections, sprawling acreage, and operating teams capable of maintaining industrial power loads. By retrofitting these sites for high-performance computing, miners can swap the brutal volatility of crypto block rewards for multi-year, contractable cash flows that traditional lenders can actually underwrite. (CryptoSlate) (AC-This development is concerning. When Morgan Stanley, JPMorgan, etc. have financial control of key Bitcoin miners, they can eventually create manipulative controls. It may alternatively lead to increases in decentralized mining efforts, however.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 18/100 (Down 4 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 939,424
DTG/ICOD: 1200Z 05Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran Conflict Widens / First Sub Torpedo Kill Since WW2 / Iran Drone Hits Azerbaijan / Two-Thirds of Cuba Without Power / Pentagon IDs Six US Soldiers Killed / Congress Upholds War Powers to Trump / Judge Orders Tariff Rebates to be Repaid ASAP / Zerohash Wants Fed Charter Too / Paraguay to Mine Bitcoin With Seized Rigs / BTC ETFs Inflow / MARA to Sell Bitcoin / Morgan Stanley Files for BTC ETF / Crude Oil Spiking / Job Cuts Drop Unexpectedly / Stocks Up / Major Phishing Platform Taken Down / Apple Launches Lower-Priced Laptop / Bitwise Donates to Devs
Market Data: Price: 1 BTC= $72,285, 14.12 oz Gold, 5.92 BTC/Median US House
24hr Hi: $74,051 / Lo: $71,240
Volume: $65B (Up 6%)
Mkt Cap: $1.45T (Up 2%)
HashRate: 1.0 ZH/s
Avg Fee Rate: 2.0 sats/vBtye (Even)
---Reports---
-International Events-
1. Iran Conflict widens: Israel launched fresh strikes on Tehran while Iran fired missiles at Israeli and U.S. bases in retaliation, escalating the conflict into its sixth day with over 1,000 reported deaths. The U.S. sank an Iranian warship in the Indian Ocean using a submarine torpedo, marking the first such attack since World War II. European nations deployed naval assets to Cyprus following a drone strike on a British base there. (BBC)
2. Sri Lanka recovered 87 bodies from a sunken Iranian warship off its coast after a U.S. submarine attack, with rescue teams searching for additional missing crew. The vessel was identified as the IRIS Dena, and an oil slick along with life rafts were found at the site. Iranian officials condemned the sinking as an "atrocity. (AP)
3. Iranian drones strike Azerbaijan's Nakhchivan international airport: In a major escalation of the ongoing Iran war, Tehran's drones have targeted the passenger terminal of the airport in Azerbaijan's Nakhchivan and a school near the village of Shakarabad, close to the border with Iran. Tehran has since denied involvement in the incident. Azerbaijan's foreign ministry said it has summoned Iran's ambassador to the country. (EuroNews)
4. Major Blackout Hits Cuba: Two-thirds of Cuba lost power yesterday after the Antonio Guiteras thermoelectric plant, located 100 km east of Havana, unexpectedly shut down. Daily blackouts now last up to 20 hours across Cuba, disrupting hospitals, dialysis treatments, ambulances, public transport, and trash collection. U.S. restrictions have halted Venezuelan oil shipments and prompted Mexico to suspend supplies, leaving the island without fuel imports for the first time in a decade and forcing airlines like Air France to cancel service. (GroundNews)
-US Events-
1. Soldiers Identified: The Pentagon identified all six U.S. soldiers killed in an Iranian drone attack on a command center in Kuwait's Port Shuaiba, including service members from California, Iowa, and Florida. (CBS)
2. War Powers Upheld: Republicans in the U.S. Senate blocked a measure to halt American air campaigns against Iran, voting along party lines to support President Trump's war powers. The resolution aimed to require congressional approval for further military actions. Critics argued the move risks unchecked escalation, while supporters cited threats from Iranian forces. (Reuters)
3. Judge orders U.S. Customs to process refunds on illegal Trump tariffs: A U.S. trade court judge on Wednesday ordered the government to begin paying potentially billions of dollars in refunds to importers who paid tariffs that the Supreme Court said last month were collected illegally. He ordered the refunds to be made with interest. (CNBC)
-Regulatory and Legal-
1. Crypto Firm Zerohash is Seeking US National Trust Bank Charter: Digital asset infrastructure firm Zerohash has applied for a U.S. national trust bank charter to offer custody, staking, and payment services. (BitcoinMag)
-CBDCs/World Currencies/Strategic Reserves-
1. Paraguay To Mine Bitcoin With 30,000 Seized Rigs: Paraguay’s state‑owned electricity monopoly, ANDE, has signed a Memorandum of Understanding with infrastructure firm Morphware to launch a government‑run Bitcoin mining program powered by thousands of confiscated mining machines and surplus hydroelectric power. (NewsBTC)
-Institutional Concerns-
1. Bitcoin surged 5% to hold above $72,000, driven by ETF inflows of $462 million and Iranians reportedly using the cryptocurrency as a safe haven during the conflict. The rally marked a four-week high despite broader market volatility. (FirstPost)
2. MARA opens door to selling stockpiled bitcoin in new policy shift: MARA said it has revised its digital asset management strategy for 2026 to permit sales of bitcoin held on its balance sheet, expanding beyond its 2025 policy that only allowed sales from mining production. (BitcoinMag)
3. Morgan Stanley Files Amended S-1 for Bitcoin Trust, Moves Closer to Spot ETF Launch: Morgan Stanley Bitcoin Trust has moved closer to launch after the bank filed an amended S-1 with the SEC. The updated filing names Coinbase Custody Trust Company as Bitcoin custodian and BNY Mellon in multiple operational roles. (Blockonomi)
-Economic Indicators-
1. Crude Oil Prices Soar to 2024 Peak Amid Hormuz Strait Blockade Crisis: Brent crude advanced 2.6% to reach $83.54 per barrel; WTI surged 3.1% to $76.96 during Thursday trading, The Strait of Hormuz is effectively shut down by Iran — maritime traffic collapsed more than 95%. Iraq has announced force majeure, slashing approximately 1.5 million barrels daily from production. (Blockonomi)
2. Job Cuts in the US Fall Sharply in February: US-based employers announced 48,307 job cuts in February 2026, less than 108,435 in January and well below 172,017 a year earlier. (TradingEconomics)
3. US Stocks Recover Mid-Week: US stocks closed higher on Wednesday, as the S&P 500 rose 0.7% and the Nasdaq 100 jumped 1.4% with investors looking past Middle East tensions. The Dow added 0.5% points as a retreat in oil prices and robust economic data calmed growth fears. (TradingEconomics)
-Security Concerns-
1. Police dismantle major phishing platform blamed for attacks on hospitals and schools: International law enforcement agencies have dismantled a major phishing-as-a-service platform used to target hundreds of thousands of accounts worldwide, including those tied to hospitals and schools, Europol said Wednesday. The service, known as Tycoon 2FA, offered criminals a ready-made toolkit for stealing login credentials and bypassing multi-factor authentication, allowing attackers to access accounts even when additional security checks were enabled. (RecordedFuture)
-Technology and Science-
1. Apple launched the budget-friendly MacBook Neo at $599, featuring an A18 Pro chip and aimed at boosting sales. The device includes updated storage and Wi-Fi 7 support. (TechRadar)
-Bitcoin Community-
1. Bitwise to Donate $233,000 | 3.2 BTC to Bitcoin Open-Source Developers: Bitwise said it will be contributing $233,000 to support the programmers who maintain and secure the Bitcoin network. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 22/100 (Up 12 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 939,000
DTG/ICOD: 1200Z 03Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US and Israel Decapitate Iran Government / Hezbollah Counters, Israel Responds / Three US Fighters Downed Accidentally in Kuwait / Pakistani Rioters Killed at US Embassy in Karachi / Austin Mass Shooting May Have Been in Support of Iran / US Agencies on Heightened Alert / Stock Futures Drop, US Dollar Up / WSJ Reports CENTCOM Used Claude For Targeting / Bitcoin Self-Custody Needs Inheritance Planning
Market Data: Price: 1 BTC= $66,007, 12.24 oz Gold, 6.52 BTC/Median US House
24hr Hi: $67,292 / Lo: $65,076
Volume: $41B (Up 2%)
Mkt Cap: $1.31T (Even)
HashRate: 1.1 ZH/s
Avg Fee Rate: 1.0 sats/vBtye (Down 1 sats)
---Reports---
-International Events-
1. Trump: ‘Major Combat Operations’ Underway to ‘Obliterate’ Iranian Missile Factories: The United States has launched a major military operation alongside Israeli forces against the Islamist regime in Iran on Saturday, in what is being described as one of the largest regional concentrations of “American military firepower in a generation”. U.S. President Donald Trump has confirmed that Supreme Leader Ali Khamenei “is dead” and has called on the people of Iran to rise up and topple the government in Tehran. Secretary of War Pete Hegseth will hold his first press conference on Monday to discuss Operation Epic Fury in Iran. The Pentagon said that Hegseth will address the press at 8:00 a.m. EST alongside Chairman of the Joint Chiefs of Staff Dan Caine. (Breitbart) (AC-There is much more to this historic event with cascading consequences across the globe. Watch for false narratives and double-check sources for all reporting.)
2. Israeli strikes on Lebanon following Hezbollah missile launches: Israeli forces conducted strikes in Lebanon after Hezbollah fired missiles across the border. Explosions were reported in Beirut, prompting evacuations in the area. Lebanese civilians were observed fleeing the strikes. (TheGuardian)
3. Three US fighter jets shot down by Kuwaiti air defenses: Kuwait’s defense ministry reported three US fighter jets were accidentally shot down by Kuwaiti air defenses amid ongoing US strikes on Iran. The incidents involved unclear causes with no specified casualties. This occurred during US-Israeli operations against Iran. (CNN)
4. At least 22 people killed in Pakistan as protesters try to storm US Consulate: Violent clashes between protesters and security forces in Pakistan’s southern port city of Karachi and in the country’s north left at least 22 people dead and more than 120 others injured as demonstrators supportive of the Iranian government attempted to storm a U.S. Consulate on Sunday. (AP)
-US Events-
1. FBI probes possible Iran motivation in Austin mass shooting: The FBI is investigating whether the Austin shooter who killed two people was motivated by US-Israeli attacks on Iran. A mass shooting in Austin’s Sixth Street bar district left three killed and 14 injured. Officials confirmed the casualties and are examining links to the international events. (WaPo) (AC-Although the shooter was originally from Senegal and most likely a Sunni Muslim, as opposed to Iranian Shi'ite, it is possible he was motivated by the attacks and not linked to Iran directly.)
2. US on high alert for homeland attacks by Iran: The FBI and the Department of Homeland Security have both announced they are on war footing, as they have been in the past over whether U.S. strikes. (USAToday)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US Futures Pull Back Sharply: US equity futures fell sharply on Monday, close to their lowest level this year as war in the Middle East drove global markets to pivot away from riskier assets. The three main indices were over 1% lower. The US struck Iran over the weekend, killing its Supreme leader and prompting Iran to strike various targets across the Middle East. Equities across the globe fell as risks of prolonged warfare dented risk appetite, while the resulting surge in energy prices risked a fresh surge in inflation expectations that could result in more restrictive monetary policy by the Federal Reserve. (TradingEconomics)
2. Dollar Rises on Middle East Conflict: The dollar index climbed above 98 on Monday, hitting a five-week high as investors sought safe-haven assets amid the escalating war in the Middle East. (TradingEconomics)
3. Treasury Yields Edge Higher: The yield on the US 10-year Treasury note rose about 2 basis points to 3.97% on Monday, partially reversing last week’s bond rally that had briefly pushed yields below the 4% mark. (TradingEconomics)
-Security Concerns-
1. Former FBI official sounds alarm on threats from sleeper cells in US amid Iran attacks: Former Assistant FBI Director Chris Swecker joined 'Fox News Live' to discuss looming threats on the U.S. homeland after strikes on Iran and terror concerns regarding ongoing protests. (Fox)
-Technology and Science-
1. Anthropic's AI Used in Iran Strikes After Trump Moved to Cut Ties: U.S. Central Command reportedly used Anthropic's Claude for intelligence assessments, target identification, and battle simulation during the Iran strikes. Experts warn the six-month phase-out timeline understates the true cost of replacing an AI model embedded across classified defense pipelines. (WSJ) (AC-WSJ has certainly built a strong anti-Trump effort over the last year or so.)
-Bitcoin Community-
1. Bitcoin’s self custody culture created an inheritance time bomb, and 2026 may be when it starts detonating: Bitcoin is turning into multi-generational wealth, and a large share of holders still run it with a single point of failure. One accident, illness, or a stretch of incapacity can be the difference between inheriting generational wealth and losing everything. A recent report from the Gannett Trust framed 2026 as the moment early adopters start “buttoning up” succession. The stakes have grown significantly, but families often have zero interest in learning private key operations, and too many people have watched real losses happen when the only person who understood the setup disappeared. Bitcoin is permissionless money, until someone you love needs permission. (CryptoSlate) (AC-This article presses the need for inheiritace planning for Bitcoin self-custody sovereigns. Design and implement your own plan if you haven't already. This article has some good ideas: https://tinyurl.com/f2aecwsv)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 10/100 (Down 3 pts)
Analyst Comments (AC): Almost all news is covering the historic events in Iran and other reporting is relatively quiet. Bitcoin is steady as stackers keep stacking. No matter where you are in the world, it's a good time to review and increase family defense postures.
Follow us on NOSTR: @Bitcoin Veterans
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 938,427
DTG/ICOD: 1200Z 26Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Rare Cuban Confrontation Kills 4 Off Coast / US-Iran Nuke Talks Resume / Israel Enters Syrian Province / USG Halts Medicaid to Minnesota / FBI Cleans House Over Trump Raid / States Want Tariff Rebates / Indiana Bill Protects Self-Custody / White House Holds CLARITY Negotiation Tomorrow / Jane Street Suit Draws Connections to Price Action / BTC ETF Inflow / Stocks Up / Hackers Infiltrate Cisco Routers / Major AIs Chose Nukes in Wargames / Numo Uses Cashu for NFC and Lightning / El Salvador Ups Bitcoin Education Plan
Market Data: Price: 1 BTC= $68,166, 13.20 oz Gold, 6.32 BTC/Median US House
24hr Hi: $69,953 / Lo: $66,019
Volume: $56B (Up 42%)
Mkt Cap: $1.36T (Up 3%)
HashRate: 1.1 ZH/s
Avg Fee Rate: 5.0 sats/vBtye (Up 4 sats)
---Reports---
-International Events-
1. Cuban Forces Kill Four in Speedboat Confrontation: Cuban border troops engaged in a gunfight near the island's coast with a Florida-registered speedboat carrying 10 armed Cuban nationals living in the US, resulting in four deaths and six injuries. The Cuban Interior Ministry stated the group intended to infiltrate for terrorist purposes and opened fire first, prompting return fire from authorities. US Senator Marco Rubio announced an investigation to verify the incident, with the US working to confirm details and respond accordingly. (WaPo) (AC-When a story doesn't quite make sense, like this one, there is usually more to the story.)
2. US-Iran Nuclear Talks Resume in Geneva: Delegations from the United States and Iran convened in Geneva for indirect negotiations aimed at addressing Iran's nuclear program and potential sanctions relief, amid a significant US military buildup in the Middle East. The talks follow new US sanctions on over 30 targets linked to Iranian oil sales and ballistic missile production, with Iran expressing willingness to show flexibility but no agreement yet on abandoning nuclear enrichment. President Trump has issued a 10-15 day deadline for Iran to comply, warning of possible military action if talks fail. (CNN)
3. Israel Conducts Military Incursion in Syria's Quneitra: Israeli forces carried out an operation into the Syrian province of Quneitra in the Golan Heights, marking a rare ground incursion amid ongoing regional tensions. (AlJazeera)
-US Events-
1. Trump Administration Halts Medicaid Payments to Minnesota: The Trump administration paused Medicaid funding to Minnesota following claims of widespread fraud, a day after President Trump assigned Vice President Vance to lead a "war on fraud" initiative. Surgeon General nominee Dr. Mehmet Oz indicated more such actions are forthcoming, amid broader Republican-Democrat divides on Homeland Security funding. (MSNBC)
2. FBI Director Patel Fires Agents Linked to Trump Documents Probe: FBI Director Kash Patel dismissed about 10 employees, including veteran agents, for their involvement in the investigation into President Trump's handling of classified documents. (CNN)
3. SCOTUS Ruling Prompts Calls for Tariff Refunds: Following the Supreme Court's decision striking down Trump's tariffs, New York Governor Kathy Hochul called for a $13.5 billion refund to New Yorkers impacted by the ruling. The administration is regrouping, with officials emphasizing no taxpayer funds for crypto-related plans despite market reactions. This development could lead to broader economic adjustments and state-level reimbursements. (Fox)
-Regulatory and Legal-
1. Indiana Bitcoin Bill Advances Through Both Houses, Moves to Final Signing Stage: Indiana’s House Bill 1042 (HB 1042) has cleared both chambers of the state legislature and is now awaiting Governor Mike Braun’s signature. The bill, which would allow major public retirement and savings plans to offer cryptocurrency investment options and protect individuals’ access to digital assets, advanced after the Indiana House approved Senate amendments on Wednesday. If signed into law, its provisions will take effect July 1, 2026. (LookonChain)
2. White House Crypto Summit In Focus Friday: The White House is expected to host another round of talks this Friday between representatives of the crypto industry and major banking institutions, as both sides race to meet a March 1 deadline. (Bitcoinist)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Jane Street Speculation Renews Scrutiny of Bitcoin ETF Market Mechanics: Posts circulating on X claimed that Bitcoin’s roughly 10% climb over two days coincided with the disappearance of a purported intraday selling pattern, suggesting that legal action against Jane Street had altered market behavior. (Decrypt) (AC- Market makers are saying there is no connection, while others say the mechanics of BTC ETFs highlight the actual connection.)
2. Bitcoin ETFs post highest net inflows in three weeks, attracting more than $506 million: Spot bitcoin ETFs posted $506.5 million in net inflows on Wednesday, led by $297.4 million into BlackRock's IBIT. (TheBlock)
-Economic Indicators-
1. US Stocks Extend Strong Momentum: US equities closed higher on Wednesday, building on Tuesday’s momentum as the S&P 500 added 0.9%, the Nasdaq Composite surged 1.4%, and the Dow 0.7%. (TradingEconomics)
-Security Concerns-
1. Five Eyes allies warn hackers are actively exploiting Cisco SD-WAN flaws: Cybersecurity agencies from the Five Eyes intelligence alliance urgently warned Wednesday that “an advanced threat actor” is actively exploiting new flaws in Cisco networking equipment, pressing organizations to look for signs their systems may already have been compromised. (RecordedFuture)
-Technology and Science-
1. OpenAI, Google and Anthropic AI Models Deployed Nuclear Weapons in 95% of War Simulations: Like a scene out of the 1980s sci-fi classic films “The Terminator” and “WarGames,” modern artificial intelligence models used in simulated war games escalated to nuclear weapons in nearly every scenario tested, according to new research from King’s College London. One analyst said the escalation rate may reflect the design of the simulation rather than an inherent tendency of the models themselves, however. (Decrypt) (AC-This result is not consistent with strategic choices made since the end of WWII, indicating a flaw in the structure of the models. It does highlight, however, a non-human logic that should certainly give pause to decision-makers at the highest levels.)
-Bitcoin Community-
1. Numo Launches Bitcoin Tap-to-Pay App for Merchants, Powered by Cashu: Numo has launched a free, open-source Android tap-to-pay app powered by Cashu that lets merchants accept Bitcoin via NFC and Lightning with no extra hardware or platform fees. (BitcoinMag)
2. El Salvador Expands National Bitcoin Education Program: El Salvador is accelerating its effort to embed Bitcoin education into the national curriculum, officially launching Bitcoin Diploma 2.0 as a standardized program for public schools in 2026.Bitcoin Diploma 2.0 is led by the National Bitcoin Office and integrates crypto-related material directly into existing sociology and mathematics courses. Instead of standalone seminars, students now receive structured instruction as part of their weekly schedule. (CoinDoo)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 11/100 (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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 938,281
DTG/ICOD: 1200Z 25Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Ukraine War Now 4 Years Old / Germany Also Courts China / Former Norway PM In Epstein Hot Water / Trump's SOTU Long, Dems Seethe / NH Man Attempts Murder on DHS Agent / CA Sets Aside Money for Illegals / Michigan Bill To Allow Pay in Bitcoin / CLARITY Act Passage Odds Drop / Traders Eye $58K For BTC / MSTR Most Shorted Stock / Mortgage Rates Down, Stocks Up / Aussie Jailed For Selling US Cyber Munitions / DoD Pressures Anthropic, Deals With Grok / Solo Miner Hits Block
Market Data: Price: 1 BTC= $66,054, 12.73 oz Gold, 6.53 BTC/Median US House
24hr Hi: $66,284 / Lo: $62,553
Volume: $39B (Down 10%)
Mkt Cap: $1.32T (Up 5%)
HashRate: 1.0 ZH/s
Avg Fee Rate: 1.0 sats/vBtye (Down 2 sats)
---Reports---
-International Events-
1. Ukraine Commemorates Fourth Anniversary of Russian Invasion: Ukrainian President Volodymyr Zelenskyy marked four years since Russia's full-scale invasion, stating that Putin has not broken Ukrainians. The Kremlin acknowledged that Russia is falling short of its goals. Events included remembrances by Ukrainians in Canada and Zelenskyy's media appearances discussing potential WWIII and elections. (CBS)
2. German Chancellor Visits China Amid Global Tensions: Friedrich Merz landed in Beijing for his inaugural China trip, stating it would be a mistake to decouple Germany from China. The visit occurs as US-Iran tensions mount. Germany is evaluating how to rewire relations with China. (BBC) (AC-First Canada, then UK, and now Germany are all courting China. China must seem to have had success with centralized power models to these countries.)
3. Former Norway PM Attempts Suicide After Epstein-Linked Raid, Corruption Charges: Norway's former Prime Minister Thorbjørn Jagland was hospitalized a week ago after a failed suicide attempt, days after he was charged with "gross corruption" after a police probe into his ties with the late sex offender Jeffrey Epstein. The man who shockingly awarded the newly elected Barack Obama the Nobel peace prize in 2009, and who was chair of the Nobel Committee from 2009 to 2015, was an Epstein Island regular. (ZeroHedge)
-US Events-
1. Trump's State of the Union Address Highlights Economic Turnaround: President Donald Trump delivered a record-breaking 108-minute State of the Union address, celebrating a 'turnaround for the ages' with economic wins and warnings. He defended his policies on tariffs and immigration while criticizing Democrats. The speech included announcements like a new retirement plan and a Medal of Freedom for the US men's hockey goalie. (Fox)
2. New Hampshire man charged with attempted murder of a federal officer: Blu Zeke Daly, a/k/a Cullan Zeke Daly, 26, of Manchester, was charged by complaint with one count of attempted murder of a federal officer and one count of assaulting a federal officer with a deadly weapon. Daly is currently obtaining medical treatment at a New Hampshire hospital and is under guard. (Boston25) (AC-The name change from Cullen to Blu suggests, well, take a guess.)
3. California Allocating $35 Million to Illegal Immigrants During Trump’s Mass Deportation Agenda: Newsom’s office announced in a Friday press release that funds in California’s budget set aside by the state legislature to help philanthropic partners will go toward a new philanthropic collaboration to support “families under federal assault” by “mass detention and deportation efforts.” (Breitbart)
-Regulatory and Legal-
1. Michigan Introduces Bill to Allow State Employees to Be Paid in Bitcoin: Michigan State Rep. Matt Maddock has introduced legislation that would allow classified state civil service employees to receive their wages in Bitcoin or other qualifying digital assets, marking what supporters describe as a first-of-its-kind effort to integrate Bitcoin into state payroll systems. Under the bill that was shared with Bitcoin Magazine, the state would be required to offer at least six digital currency options, with Bitcoin mandated as one of them. (BitcoinMag)
2. Why CLARITY Act faces crucial test as approval odds drop to 42%: The White House has set a firm March 1 deadline, warning that if negotiators fail to finalize the bill by then, it could stall or collapse. However, the bill’s future still depends on Senator Tim Scott, who has yet to reschedule a key meeting. If talks succeed, the long delay may finally end. If not, the CLARITY Act could remain stuck in political deadlock. In just one day, the odds on Polymarket for the CLARITY Act passing dropped sharply, from 72% to 42%. (AmbCrypto)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin on course for record fifth straight monthly loss as $4.5B ETF outflows put $58,000 in sight: BTC traders are no longer centered on the timing of a return to new highs. Instead, the debate has shifted to where the next durable bid sits, and the level attracting the most attention is $58,000 | 0.88 BTC. (CryptoSlate)
2. Strategy becomes most heavily shorted U.S. stock: Short interest in MSTR equals 14% of market cap, yet much of the positioning may reflect basis trades rather than outright bets on a continued decline. (CoinDesk)
-Economic Indicators-
1. US Mortgage Rates Down to 2022-Lows: The average contract rate on 30-year fixed-rate mortgages for conforming loans of $806,500 or less in the US fell to 6.09% in the week ended February 20th 2026, compared to 6.17% in the previous period. (TradingEconomics)
2. US Stocks Rebound on Tuesday: US stock indices surged on Tuesday with the S&P 500 and the Dow advancing 0.8% each while the Nasdaq climbed 1.1%, as markets staged a relief rally following Monday's sharp selloff. (TradingEconomics)
-Security Concerns-
1. Defense Contractor Employee Jailed for Selling 8 Zero-Days to Russian Broker: A 39-year-old Australian national who was previously employed at U.S. defense contractor L3Harris has been sentenced to a little over seven years in prison for selling eight zero-day exploits to Russian exploit broker Operation Zero in exchange for millions of dollars. (HackerNews) (AC-An Aussie national, selling cyber munitions to Russia, while a senior employee at L3Harris. So much for OPSEC.)
-Technology and Science-
1. US Department of Defense Signs Grok AI Deal as Pentagon, Anthropic Clash Over Military AI Access: Grok will now assist with sensitive military tasks such as intelligence analysis, battlefield planning, and weapons development. The Pentagon's approval of Grok coincides with growing friction with Anthropic. The DoD has reportedly demanded that Anthropic allow Claude AI to be used for "all lawful purposes," including military applications that could involve autonomous systems or mass surveillance. (TechTimes)
-Bitcoin Community-
1. Solo Bitcoin Miner Nabs $200K After Renting $75 Worth of Hash Power: The individual rented the minimum 1 Petahash/s (PH) of hash power via Braiins hash power marketplace, which allows users to rent Bitcoin mining capacity directly from the company without needing to install or operate any physical hardware themselves. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 11/100 (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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 938,122
DTG/ICOD: 1200Z 24Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: China-Japan Spat Grows / Mexico Chaos Settles a Bit / Brit Peter Mandelson Arrested in Epstein Scandal / Glyphosate EO Disturbs Thinking Humans / Trump State of the Union Tonight / Fed Drops Reputational Risk for Banks / Jane Street Sued For Insider Trading / Arizona Takes Another Look at SBR / Crypto(.)Com Gets Bank Charter / Stocks, Bitcoin Drop / Iran's Cyber Teams Targets Protestors / China Copies Claude Code / OpenClaw Prohibits Any Crypto Talk / Apple Moves Mac Mini to US Production / Indonesia Bitcoin Adoption Grows
Market Data: Price: 1 BTC= $63,061, 12.22 oz Gold, 6.84 BTC/Median US House
24hr Hi: $66,450 / Lo: $62,709
Volume: $43B (Up 11%)
Mkt Cap: $1.25T (Down 5%)
HashRate: 3.0 ZH/s
Avg Fee Rate: 1.0 sats/vBtye (Down 1 sat)
---Reports---
-International Events-
1. China imposes export controls on 20 Japanese entities to curb 'remilitarization': China has prohibited the export of dual-use items to 20 Japanese entities that it says supply Japan’s military. The rules effectively cut companies off from the seven rare earths and associated materials currently on China’s dual-use control list, along with a swath of other controlled critical minerals. PM Takaichi has pledged to revise Japan’s three core security documents to produce a new defense strategy and has accelerated a military build-up launched in 2023 that will double Japan’s defense spending to 2% of GDP by the end of March. (NBC)
2. Mexico sends thousands of soldiers to stop violence after death of drug lord: Defence Secretary Ricardo Trevilla said an extra 2,500 soldiers had been sent to western Mexico on Monday, with the government saying about 9,500 troops have been deployed overall since Sunday. At least 25 members of Mexico's National Guard have died in Jalisco state since the violence erupted. (BBC)
3. Former UK Ambassador Arrested in Epstein Probe: Peter Mandelson, former British ambassador to the US, was arrested in connection with misconduct related to Jeffrey Epstein's files. The arrest followed the release of documents linking him to Epstein's activities. (CNN)
-US Events-
1. Trump Signs Order Boosting Glyphosate Production Amid Health Backlash: Trump signed an executive order ramping up U.S. production of glyphosate-based herbicides and elemental phosphorus to protect food supply chains from foreign disruptions. It grants legal immunity to complying producers, prompting backlash from health advocates including HHS Secretary Robert F. Kennedy Jr., who called pesticides toxic yet warned against sudden bans that could harm farms. Rep. Thomas Massie quickly co-introduced a bill to block the order's funds and preserve lawsuit rights, while Florida Surgeon General Joseph Ladapo dismissed glyphosate's necessity. (Various) (AC-This act will divide Trump's support base prior to midterms, indicating some other political or strategic calculations in this path.)
2. Trump, facing headwinds at home and abroad, to address State of the Union: U.S. President Donald Trump will deliver the traditional State of the Union address to Congress on Tuesday at a fraught moment for his presidency, with his approval ratings slumping, anxieties rising over Iran and Americans struggling with the cost of living as the November midterm election nears. This time around, more than 20 Democrats in the House of Representatives and Senate plan to skip the speech altogether in favor of an outdoor rally on the National Mall. (Reuters) (AC-The MSM is in full TDS mode prior to this address.)
-Regulatory and Legal-
1. Fed Moves to Permanently Drop ‘Reputational Risk’ From Bank Supervision: The Fed has launched a 60-day comment period to permanently remove “reputational risk” from bank supervision. Lawmakers and crypto advocates say the move curbs informal regulatory pressure on banks serving digital asset firms. (Decrypt)
2. Terraform Estate Sues Jane Street Over Trades Tied to 2022 Crypto Market Collapse: The Terraform Labs bankruptcy administrator has sued Jane Street, alleging the quantitative trading firm used non-public information to profit at the height of the crypto market’s collapse in 2022. “Jane Street abused market relationships to rig the market in its favor during one of the most consequential events in crypto history,” Terraform Labs court-appointed plan administrator Todd Snyder alleged. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. Arizona advances bill to hold Bitcoin and XRP in state reserve: Arizona lawmakers advanced Senate Bill 1649, which would create a Digital Assets Strategic Reserve Fund allowing the state to hold, invest and potentially lend seized cryptocurrencies. The fund would be administered by the State Treasurer and capitalized using confiscated or forfeited crypto assets rather than taxpayer funds. Eligible assets include Bitcoin, XRP and DigiByte, marking a notable step toward formal state-level recognition of digital assets. (CryptoNews)
-Institutional Concerns-
1. Crypto(.)com Receives Conditional Approval for U.S. National Trust Bank Charter: The move represents a major step toward federal oversight for the digital-asset exchange, allowing it to offer institutional-grade custody, staking, and trade settlement services under direct OCC supervision. It will not accept deposits or issue loans, but will focus exclusively on digital-asset services. (BitcoinMag)
-Economic Indicators-
1. Wall Street Slumps on AI Angst and Tariff Turmoil: The S&P 500 dropped 0.9%, the Nasdaq 100 dropped 1.2%, and the Dow fell 1.6% points on Monday, as renewed anxiety over AI-led economic disruption and US trade policy drove investors away from riskier assets. (TradingEconomics)
-Security Concerns-
1. Hackers target supporters of Iran protests in new espionage campaign: Researchers said the attackers likely took advantage of a spike in demand for information after authorities imposed sweeping internet blackouts across the country to limit coverage of the unrest. The threat actor distributed malicious files bundled with authentic protest footage and a Farsi-language report described as providing updates from “the rebellious cities of Iran.” Two files in the archive, disguised as a video and an image, delivered a previously undocumented malware strain that researchers dubbed CRESCENTHARVEST. (RecordedFuture) (AC-Iran's cyber capability has blossomed since Stuxnet in 2010.)
-Technology and Science-
1. Anthropic Says Chinese AI Labs Used 24,000 Fake Accounts to Copy Claude: Anthropic disclosed that three Chinese AI firms—DeepSeek, Moonshot AI, and MiniMax—created approximately 24,000 fraudulent accounts and conducted over 16 million exchanges with its Claude model to extract capabilities through distillation. The companies used commercial proxy networks and sophisticated infrastructure to bypass Anthropic's ban on Chinese commercial access, targeting Claude's advanced features in coding, agentic reasoning, and tool use. (GroundNews)
2. OpenClaw Creator Bans Bitcoin, Crypto Chatter After Joining OpenAI: Peter Steinberger—the creator of the buzzy AI agent framework OpenClaw—confirmed the ban of any mention of Bitcoin or cryptocurrency from the project’s Discord server. “To all crypto folks,” he wrote on X in January. “Please stop pinging me, stop harassing me. I will never do a coin. Any project that lists me as coin owner is a SCAM.” (Decrypt)
3. Apple Moves Mac Mini Production to the US to Boost Domestic Manufacturing Outside China, Vietnam: Apple's strategy includes closer collaboration with domestic semiconductor suppliers. Exclusive footage from GlobalWafers and TSMC facilities in Arizona highlights efforts to secure high-quality chips locally. (TechTimes) (AC-Apple is positioning for the increased demand of Mac Minis for Clawbot hosting.)
-Bitcoin Community-
1. From 40 Meetups a Month to Nationwide Freedom: Bitcoin Indonesia’s Real-Life Comeback: Boasting 40 meetups a month and a broad estimated community of 55,000 bitcoiners, the Bitcoin Indonesia ecosystem might be one of the most active and successful Bitcoin adoption stories in the world today. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 8/100 (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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 937,967
DTG/ICOD: 1200Z 23Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Mexico Turns Chaotic / Russia Launches Drone Blitz / Iran Protests Increase Again / Pakistan Air Strikes in Afghanistan / SCOTUS Strikes Down Presidential Tariffs / Northeast US in Blizzard / Mar-a-Lago Intruder Killed / Bitdeer, Largest Miner, Sells All Bitcoin / 15-Year OG Sells $750M of Bitcoin / Markets Not Thrilled With Trump's New 15% Tariffs / New Claude Code Security Offer Ignites / NASA Delays Moon Mission / 31% of Bitcoin Addresses Disappear, Yet Transactions Maintain Volume
Market Data: Price: 1 BTC= $66,385, 12.84 oz Gold, 6.51 BTC/Median US House
24hr Hi: $68,021 / Lo: $64,350
Volume: $38B (Up 131%)
Mkt Cap: $1.31T (Down 3%)
HashRate: 1.0 ZH/s
Avg Fee Rate: 1.0 sats/vBtye (Down 1 sat)
---Reports---
-International Events-
1. Mexico Cartel Chaos: Mexican security forces killed Nemesio Oseguera Cervantes, known as "El Mencho," the leader of the Jalisco New Generation Cartel, during a military operation supported by U.S. intelligence. The operation took place in Jalisco state, leading to immediate retaliatory violence including vehicle burnings, road blockades, and attacks on businesses in multiple states such as Jalisco, Guanajuato, and Michoacán. At least 15 people were arrested in connection with the unrest, and U.S. citizens were advised to shelter in place amid airport closures and flight cancellations. (Reuters)
2. Russia bombards Ukraine: Russian forces launched 50 missiles and 297 drones in overnight attacks on Ukraine, marking one of the largest barrages since the invasion began four years ago. Ukrainian air defenses intercepted 38 missiles and 217 drones, but strikes damaged energy infrastructure in multiple regions, leaving over 100,000 without power. (GlobalNewsCA)
3. Iran protests pick up again: Iranian students protested for a second day at universities in Tehran and Mashhad, defying a state crackdown amid domestic unrest and U.S. military buildup threats. Security forces arrested over 50 demonstrators, with reports of clashes and internet restrictions. The protests focused on economic hardships and calls for political reforms. (NYTimes)
4. Pakistan launches airstrikes against Afghan-based ‘militants’ it blames for cross-border attacks: Pakistan’s military conducted “intelligence-based, selective operations” against seven camps belonging to militants it blames for a recent series of deadly attacks on its soil. The strikes targeted the Pakistani Taliban and its affiliates, as well as a group associated with the Islamic State. (CNN)
-US Events-
1. SCOTUS rules against Presidential Tariffs: The U.S. Supreme Court ruled that President Trump's initial global tariffs exceeded presidential authority, striking down the policy in a 6-3 decision. The ruling cited violations of trade laws and separation of powers, prompting immediate market reactions with U.S. futures slipping. Trump responded by signing an executive order to impose a new 15% global tariff under different legal grounds. (CNN)
2. Northeast 'bomb cyclone;: A powerful winter storm hit the U.S. Northeast, bringing heavy snow, high winds, and blizzard conditions that led to over 5,000 flight cancellations and power outages for more than 200,000 homes and businesses. New York City issued a travel ban for non-essential vehicles, and schools were closed across the region. Accumulations reached up to 18 inches in some areas, with the storm expected to continue through the evening. (BBC)
3. Attempted Mar-a-Lago breach turns deadly: An armed 21-year-old man from North Carolina was shot and killed by law enforcement after entering the secure perimeter of President Trump's Mar-a-Lago resort in Florida. The man, identified as Austin Tucker Martin, was carrying a shotgun and a fuel can; Trump was not present at the time. (NYTimes)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitdeer (BTDR) Stock Drops as Miner Sells Entire Bitcoin Treasury to Fund AI Pivot: Bitdeer Technologies has sold every bitcoin it owned. As of Feb. 20, the company holds zero BTC — completely wiping out a treasury that stood at roughly 2,000 BTC just eight weeks ago. After using half the proceeds for deb obligations, the rest is earmarked for high-performance computing, AI cloud services, proprietary ASIC chip development, and data center expansion. Even without a single bitcoin on its books, Bitdeer just became the largest publicly traded self-miner in the world. Its self-managed hashrate reached 63.2 EH/s, edging out Marathon Digital’s 60.4 EH/s. (Blockonomi)
2. Satoshi-Era Whale Dumps $750M | 11,335 BTC BTC as Hedge Funds Pull Out Billions in Bitcoin: A Satoshi-era Bitcoin whale sold roughly $750 million | 11,335 BTC worth of BTC after more than 15 years of dormancy. The transfer coincided with Bitcoin slipping to $64,000. Hedge funds sharply reduced Bitcoin ETF exposure, with total holdings among top managers falling 28% in Q4 2025. (CoinGape) (AC-Hedge Funds are first movers, getting out of their 'investment' last quarter.)
-Economic Indicators-
1. US 10-Year Yield Eases on Tariff Concerns: The US 10-year Treasury yield edged down to around 4.07% on Monday, trimming last week’s advance as renewed uncertainty over US trade policy boosted demand for safe-haven assets. On Saturday, President Donald Trump said he would raise the 10% global levy announced a day earlier to 15%, following the US Supreme Court's decision to strike down his sweeping reciprocal tariffs. (TradingEconomics)
-Security Concerns-
1. Anthropic Launches Claude Code Security for AI-Powered Vulnerability Scanning: Artificial intelligence (AI) company Anthropic has begun to roll out a new security feature for Claude Code that can scan a user's software codebase for vulnerabilities and suggest patches. The capability, called Claude Code Security, is currently available in a limited research preview to Enterprise and Team customers. "It scans codebases for security vulnerabilities and suggests targeted software patches for human review, allowing teams to find and fix security issues that traditional methods often miss," the company said. (HackerNews)
-Technology and Science-
1. NASA delayed the Artemis II crewed moon mission from March to at least April due to a helium leak discovered in the Orion spacecraft's propulsion system. The rocket will be rolled back to the Vehicle Assembly Building for repairs, marking the second delay this month. The mission aims to send four astronauts around the moon, the first such flight since 1972. (TechNews)
-Bitcoin Community-
1. Bitcoin looks busy but 31% of its users vanished as ETFs bleed $4.5B in 2026: Glassnode data shows Bitcoin active addresses at about 778,680 on an eight-day average in mid-August 2025. As of Feb. 23, that figure had fallen to about 535,942, a drop of roughly 31%. Bitcoin’s transaction count has not fallen in step with the number of active addresses. (CryptoSlate) (AC-Fewer addresses, but same amount of transactions reveals a core group of HODLers and users of Bitcoin.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 5/100 (Down 2 pts)
Analyst Comments (AC): World and US news is busy the last 48 hours while all markets react negatively, including Bitcoin. The fear index is at an ATL, and negative reporting is at an ATH. Bitcoin OGs have been here before, and this is when courage, consistency, and commitment to something greater than capital gains matter. Stay the course.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 937,537
DTG/ICOD: 1200Z 20Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump Gives Iran Timetable / Japanese PM Warns Over China / S. Korean Ex-President Jailed for Life / Trump Orders Release of All UFO Files / SCOTUS To Rule on Tariff Powers / VA Backpeddles on Dumb Ruling / Trump EO on Glyphosate Riles Base, RFK Backs Trump / BTC ETFs Continue to Bleed / Metaplanet Say We Will Not Sell / Yields Down, Stocks Down / S. Korean Hacker Returns $21M in Bitcoin / Malaysia Arrests 12 Police Officers Over Crypto Extortion / Fed Economists Like Prediction Markets / Bitcoin is Dead, Again, Says Google Searches / Bitcoin Lightning Network Continues to Grow
Market Data: Price: 1 BTC= $67,144, 13.42 oz Gold, 6.39 BTC/Median US House
24hr Hi: $68,269 / Lo: $65,637
Volume: $35B (Up 5%)
Mkt Cap: $1.35T (Up 1%)
HashRate: 1.0 ZH/s
Avg Fee Rate: 2.0 sats/vBtye (Up 1 sat)
---Reports---
-International Events-
1. Trump Issues Warning to Iran Amid Nuclear Negotiations: US President Donald Trump warned that the world has 10 days to determine if a deal is reached with Iran over its nuclear program, stating that "bad things" could happen otherwise. The US is increasing its military presence in the Middle East, with a second aircraft carrier approaching the region and discussions of potential strikes as early as Saturday. Trump has reviewed attack options with advisers, while Iran conducted military drills with Russia in the Strait of Hormuz. (BBC)
2. Japan PM Addresses China Relations: Japanese Prime Minister Sanae Takaichi warned of China's growing "coercion" in the East and South China Seas during her policy speech to parliament yesterday. She pledged to overhaul Japan's defense strategy, including easing military export rules to cover non-lethal equipment and establishing a national intelligence council to consolidate information across agencies. Takaichi also announced plans for a foreign investment screening mechanism and efforts to strengthen supply chains in response to perceived threats from China. (Reuters) (AC-PM Takaichi is showing some real backbone in the face of Chinese cooercion. It'll be a key test for the US.)
3. South Korea's ex-president jailed for life over martial law attempt: Yoon attempted to subvert the constitution by deploying military troops to seal off the National Assembly and ordering the arrest of politicians on 3 December 2024, a Seoul court ruled. His actions fundamentally damaged South Korea's democracy and deserves a harsh punishment, presiding judge Ji Gwi-yeon told the court. (BBC)
-US Events-
1. Trump Directs Release of UFO and Alien Files: President Donald Trump announced on Truth Social that he is directing Defense Secretary Pete Hegseth and other agencies to identify and release government files related to alien and extraterrestrial life, unidentified aerial phenomena (UAP), and unidentified flying objects (UFOs). This directive follows Trump's criticism of former President Barack Obama's podcast comments affirming the existence of aliens, which he claimed involved sharing classified information. (NBC)
2. Trump's tariffs near their fate before the Supreme Court: Small businesses sued to block Trump's tariffs last spring. Analysts had initially expected a swift ruling from the highest court, but the uncertainty has dragged on for longer than expected. If the Supreme Court rejects the legality of part or all of the tariffs, it could kick off a chaotic process of refunds to companies that have paid the overturned tariffs. (Axios)
3. VA backs off rule that would have cut benefits amid outrage: The rule said a veteran’s disability level would be based on how well they function while on medication for an injury or illness and not simply having the impairment itself. But the VA said Thursday it will halt enforcement of the rule after veterans quickly and loudly opposed it. (CNN) (AC-Kudos to the SECVA on his quick reaction to the ruling and transparency, also to the veteran community for speaking out so powerfully.)
4. Kennedy defends Trump glyphosate order; MAHA erupts as midterms approach: Robert F. Kennedy Jr. defended President Donald Trump’s executive order spurring the domestic production of the weed killer glyphosate, as his MAHA movement reels from the president’s embrace of the chemical they despise. Trump on Wednesday night signed an executive order invoking the Defense Production Act to compel the domestic production of elemental phosphorus and glyphosate-based herbicides. Now, the executive order threatens to unravel that coalition ahead of the 2026 midterm elections that could loosen the president’s grip on Washington. (CNBC) (AC-This is a situation where the admin should backpedal, just like the VA report above. This key issue has serious potential to unravel MAHA and MAGA unity quickly, and an EO implies National Security inputs, which may or may not be true in the first place. RFK is simply following orders publicly, but his history is anti-glyphosate.)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin ETFs Lose Another $166M as Five-Week Withdrawals Near $4B: Bitcoin ETF outflows near $4 billion over the past five weeks, as experts debate whether the streak signals a reset or structural weakness. (Decrypt)
2. ‘We will never sell’: Metaplanet stands firm as Bitcoin losses top $1.2B: Simon Gerovich, the CEO of Japan-based Bitcoin treasury firm Metaplanet, has acknowledged that the ongoing crypto rout has been painful. “Our strategy remains unchanged. We exist to accumulate Bitcoin and grow Bitcoin per share, which we increased by over 500% in 2025. We will never sell our Bitcoin.” he said. (AMbCrypto)
-Economic Indicators-
1. US 10-Year Yield Slips on Geopolitical Risks: The yield on the US 10-year Treasury note eased to around 4.07% on Friday, paring gains from earlier in the week as escalating tensions between the US and Iran fueled safe-haven demand for Treasuries. (TradingEconomics)
2. Wall Street Slips on Hawkish Fed Signals: The S&P 500 closed down 0.3%, the Nasdaq fell 0.4%, and the Dow lost 0.6% as investors pared risk after the FOMC minutes signaled that disinflation may take longer and that higher rates could be needed. (TradingEconomics)
-Security Concerns-
1. Hacker returns $21 million in stolen bitcoin to South Korean authorities: Last December, the Gwangju District Prosecutors' Office discovered that they had lost the bitcoin seized from a raid on a gambling platform. On Tuesday, the hacker returned 320.8 BTC to the wallet held by authorities, local news outlet Digital Asset reported. The hacker’s identity remains unknown. (TheBlock)
2. Malaysian authorities arrest 12 police officers over alleged crypto extortion: Malaysian authorities have arrested 12 police officers accused of extorting about 200,000 ringgit ($51,000 | 0.77 BTC) in cryptocurrency from a group of Chinese nationals during a midnight raid on a house near Kuala Lumpur, according to local officials. (TheBlock) (AC-The traceability of crypto and Bitcoin are a feature, sometimes.)
-Technology and Science-
1. Fed Economists Praise Prediction Markets as States Step Up Enforcement: Federal researchers are embracing prediction markets as policy-relevant tools just as state regulators move to curtail them. The researchers say macro-focused prediction markets can provide policymakers with a real-time, market-based gauge of inflation and interest-rate expectations. The authors found that the models closely match, and even exceed, forecasts from traditional benchmarks while providing continuously updated probability distributions around key data releases and policy meetings. (Decrypt) (AC-It's well known in intelligence circles that crowd-based forecasting is a very useful tool, though not perfect.)
-Bitcoin Community-
1. 'Bitcoin Going to Zero' Google Searches Rise With Crypto Sentiment in the Dumps: Data from Google Trends shows that worldwide queries for “Bitcoin going to zero” and “Is Bitcoin dead?” have spiked to their highest levels since 2022, as a viral X post pointed out this week. (Decrypt) (AC-Bitcoin is dead, again. BTW, Peter Schiff is calling for $20K Bitcoin, which may have some impact on these searches.)
2. Bitcoin’s Lightning Network Surpasses $1 Billion in Monthly Volume As Adoption Grows: Bitcoin’s Lightning Network topped $1.17 billion in November monthly volume across 5.22 million transactions, according to River Financial, which says the milestone reflects growing adoption despite flat price action. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 7/100 (Down 2 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 937,402
DTG/ICOD: 1200Z 19Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Quiet Before The Iran Storm? / Prince Andrew Arrested Over Epstein Ties / Ukraine Talks End Without Resolution / Gaza Board of Peace Meets Today / Maxwell Helped Set Up Clinton Foundation / Sewage Spill in Potomac Gets Ugly / Sen. Warren Warns Fed Over Bitcoin 'Crash' / Is China Investing in Bitcoin Via Backdoor? / Fed Minutes Show Equilibrium / TP-Link Sued in Texas Over Spying / New US State Dept Effort to Share Free Speech to Oppressed Europeans / Obama Says Aliens Are Real / CashApp Doubling Down on Bitcoin Tools / New Home Miner Also a Node
Market Data: Price: 1 BTC= $66,265, 13.31 oz Gold, 4.162 BTC/Median US House
24hr Hi: $68,312 / Lo: $65,845
Volume: 33B (Down 2%)
Mkt Cap: $1.32T (Down 2%)
HashRate: 1.1 ZH/s
Avg Fee Rate: 1.0 sats/vBtye (Even)
---Reports---
-International Events-
1. US military prepared to strike Iran as early as this weekend, but Trump has yet to make a final call: The White House has been briefed that the military could be ready for an attack by the weekend, after a significant buildup in recent days of air and naval assets in the Middle East, the sources said. But one source cautioned that Trump has privately argued both for and against military action and polled advisers and allies on what the best course of action is. (CNN)
2. U.K. Police Arrest Former Prince Andrew Over Epstein Ties: The police in Britain on Thursday arrested Andrew Mountbatten-Windsor, formerly known as Prince Andrew, over suspicions of misconduct in public office after accusations that he shared confidential information with Jeffrey Epstein while serving as a British trade envoy, according to the BBC. (NYTimes)
3. U.S.-mediated peace talks between Ukraine and Russia concluded in Geneva yesterday, without a breakthrough after two days of discussions, though both sides reported some progress on guiding principles. Ukrainian President Volodymyr Zelenskyy stated that difficult issues like territory remain unresolved, while Russia launched 396 drones and 29 missiles on the eve of talks, escalating tensions. (CNN)
4. President Trump is set to preside over the inaugural meeting of the U.S.-led Board of Peace today in Washington, D.C., with representatives from over 45 nations to discuss Gaza's reconstruction and governance. The board has secured $5 billion in pledges for humanitarian aid and troop commitments, but key questions on Hamas disarmament and transitional administration remain unresolved. (Reuters)
-US Events-
1. Newly released Epstein files on February 18, 2026, revealed Ghislaine Maxwell's central role in establishing the Clinton Global Initiative, contradicting Hillary Clinton's statement of meeting her only on a few occasions. (Breitbart)
2. Trump and Maryland governor Wes Moore battle over Potomac River sewage spill response: President Donald Trump on Monday lashed out at Maryland Gov. Wes Moore over what he says is a lagging response to a January pipe rupture that sent sewage flowing into the Potomac River northwest of Washington. Trump took aim at Moore even though a District of Columbia-based water authority and the federal government have jurisdiction over the busted pipe. (AP) (AC-Blame is being spread far and wide, much like the sewage.)
-Regulatory and Legal-
1. Senator Warren Warns Fed Against Bitcoin Crash Rescue Amid Liquidity Pump Claims: U.S Senator Elizabeth Warren has come out to warn the Federal Reserve, in conjunction with the Treasury, not to pump in liquidity to save the current Bitcoin crash. She said this could only make crypto billionaires richer at the expense of taxpayers. (CoinGape) (AC-Ignorant statement at best, deceptive at worst.)
-CBDCs/World Currencies/Strategic Reserves-
1. Is China using US Bitcoin ETFs as a backdoor? Mystery Hong Kong firm invested $436M in BlackRock’s IBIT: Laurore Ltd, a previously unknown entity, reported the stake in BlackRock Inc.’s iShares Bitcoin Trust (IBIT) in a filing with the US SEC. The filing lists an address in Central Hong Kong, and is signed by a director named Zhang Hui. Laurore is a new entity with no website, no press coverage, and no digital footprint beyond the SEC filing. (CryptoSlate) (AC-Zhang Hui is similar to "John Smith" in Chinese. This is likely a cover company.)
-Institutional Concerns-
NSTR
-Economic Indicators-
1. Fed Policymakers Split Over Next Moves on Rates: Fed officials are divided over the future path of interest rates, reflecting a tension between the need to contain inflation and the desire to support the labor market, according to the minutes of the January 2026 FOMC meeting. Several participants indicated that further reductions in the fed funds rate would likely be appropriate if inflation continues to decline in line with their expectations. Others argued that it may be prudent to hold the policy rate steady for some time and some even raised the possibility that rate increases could become necessary if inflation remains persistently above target. (TradingEconomics)
-Security Concerns-
1. Texas sues TP-Link, alleging it allows China to hack into routers: Texas is suing networking equipment company TP-Link Systems for allegedly allowing the Chinese Communist Party (CCP) to hack into consumers’ devices even as it promised consumers strong security and privacy protections. Paxton alleges that TP-Link deceptively markets its products as protective of privacy and security when in reality they have been used by Chinese state-sponsored hacking groups to mount cyberattacks against the U.S. (TheRecord)
-Technology and Science-
1. US Building Online Portal to Bypass European Content Bans: The U.S. State Department is developing freedom.gov, a website enabling Europeans to view content their governments have blocked, including alleged hate speech and terrorist propaganda. Led by Undersecretary Sarah Rogers, the project was set to launch at last week's Munich Security Conference but was delayed amid internal legal concerns. (GroundNews) (AC-This is the beacon of freedom that the USA is supposed to be to the world. It will surely be attacked, of course.)
2. Obama: Odds are aliens are real but I saw no evidence of contact while president: After setting social media abuzz by saying on a podcast over the weekend that aliens were real, former President Barack Obama said he didn't see evidence that aliens "have made contact with us." (CBS)
-Bitcoin Community-
1. Cash App Now Offers Best Bitcoin Pricing, Higher Withdrawals for Users: Cash App, the popular digital wallet and payments app, announced a series of changes to its Bitcoin offering, including a massive increase in withdrawal limits, lower fees, new funding rails, and lots more in an exclusive interview with Miles Suter, Product Lead at Block Inc. The most awaited and noteworthy update is likely the expansion of the withdrawal limits, which were raised to 10,000 a day from 2,000 and 25,000 a week from 5,000 for eligible customers. (BitcoinMag)
2. FutureBit launches Apollo III, U.S.-Engineered Home Bitcoin Miner: FutureBit launched the Apollo III today, a new home Bitcoin mining system combining a high-performance miner and a full Bitcoin node in a single desktop device. The system is built around next-generation 3nm American-designed ASICs and a custom in-house controller. The company aims to restore “full Bitcoin citizenship” by combining mining power with running a full node, echoing Satoshi’s original vision. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 9/100 (Up 1 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 937,223
DTG/ICOD: 1200Z 18Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Cuba Courts Russia / Nine Arrested in France Conservative Death / Avalanche Near Tahoe, 9 Still Missing / 1M Fentanyl Pills Seized in a Day / Mamadani Looks to Raise Property Taxes / Coinbase CEO Sees Solution to CLARITY / California Regulation to Stifle Crypto Providers, Users / Illinois Crypto PAC Gets Aggressive / US SBR Sits at $23B / Executive Shakeup at Gemini / Nakamoto Buys Bitcoin Media / Markets Wait on Fed Minutes Today / Russian Encrypted Messaging Crackdown Shows Playbook / Pentagon Reconsiders Anthropic Deal Over Ethical Debate / Bitdeer Overtakes MARA Mining Hash Rate
Market Data: Price: 1 BTC= $67,516, 13.69 oz Gold, 4.162 BTC/Median US House
24hr Hi: $68,434/ Lo: $66,615
Volume: 34B (Up 5%)
Mkt Cap: $1.34T (Down 1%)
HashRate: 1.0 ZH/s
Avg Fee Rate: 1.0 sats/vBtye (Even)
---Reports---
-International Events-
1. Russia hosts Cuban foreign minister and urges US not to blockade Cuba: Cuban Foreign Minister Bruno Rodriguez held talks with his Russian counterpart Sergey Lavrov and was set to meet later in the day with President Vladimir Putin. Lavrov urged the U.S. to refrain from blockading Cuba, which has struggled to import oil for its power plants and refineries. (AP)
2. Nine arrested in France over death of far-right student: Nine people have been arrested in France following an investigation into the murder of a far-right nationalist student by suspected militants from the far-left. Those detained include a parliamentary assistant for a deputy from the radical left France Unbowed (LFI) party. Quentin Deranque, a 23-year-old maths student, died in hospital on Saturday - two days after being beaten and kicked about the head by a gang of masked young men in Lyon. (BBC)
-US Events-
1. 9 backcountry skiers missing after California avalanche; 6 survivors have been rescued: A group of skiers on the final stretch of a three‑day backcountry trip in northern California, in the Castle Peak area of Truckee, a town nestled in the rugged Sierra Nevada mountains near Lake Tahoe, were returning to the trailhead Tuesday morning when the snow above them suddenly broke loose, sending a wave of ice, rocks and debris crashing into them. Crews “have to be very careful accessing the area due to the fact that the avalanche danger is still very high.” (KRDO)
2. Over a Million Pills Of Fentanyl Seized In a Single Day In Arizona: Border Report cited information from CBP showing that the seizures took place on January 17, when three different vehicles were stopped when attempting to smuggle the substance into the U.S. The first vehicle also had 29 pounds of heroin, 29 of cocaine and 5 of meth. (IBTimes)
3. Mamdani Plans First NYC Property Tax Hike In Decades To Plug $5 Billion | 73,948 BTC Hole: Mamdani has laid out two paths; raise taxes on the ultra-wealthy and most profitable corporations, or 'balance the budget on the backs of working people using only the tools at the City's disposal.' (ZeroHedge)
-Regulatory and Legal-
1. Coinbase CEO Confident of 'Win-Win-Win' Deal Between White House, Banks, Crypto: Coinbase's CEO expressed optimism regarding a collaborative agreement involving the White House, traditional banks, and the crypto industry. The proposed deal aims to integrate regulatory frameworks with financial innovation. (BitcoinCom)
2. California Begins Enforcing State-Level Crypto Licensing With DFAL: The California Department of Financial Protection and Innovation issued a formal implementation update for the Digital Financial Assets Law, confirming that any individual or company conducting covered crypto activity for or on behalf of California residents must, by July 1, 2026, hold a DFAL license, have submitted a license application, or qualify for an exemption. California is home to roughly a quarter of the country's blockchain firms, raising familiar fears of another regulatory-driven exodus. (Decrypt)
3. Crypto super PAC Fairshake moves to unseat Democrats over state crypto votes: A crypto-funded super PAC has begun intervening in Democratic House primaries in Illinois, targeting candidates who previously supported state-level digital asset regulations. Fairshake has booked ads tied to Illinois’ 7th Congressional District, naming state Rep. La Shawn Ford, who is running in a crowded Democratic primary. The Illinois ad buys form part of a wider effort by Fairshake to shape the 2026 congressional map. (Ambcrypto)
-CBDCs/World Currencies/Strategic Reserves-
1. US Government Holds 328,372 BTC as Onchain Data Confirms $23B Federal Digital Stockpile: Onchain data verifies that the US government possesses 328,372 BTC, valued at approximately $23 billion. This holding stems from seizures related to criminal activities and regulatory enforcement actions. The stockpile remains untouched, contributing to the government's position as one of the largest Bitcoin holders globally. (BitcoinCom)
-Institutional Concerns-
1. Gemini Loses Three Senior Leaders In Sudden Executive Departures: The firm — founded and led by billionaire twins Tyler and Cameron Winklevoss — disclosed in a regulatory filing that Chief Operating Officer Marshall Beard, Chief Financial Officer Dan Chen, and Chief Legal Officer Tyler Meade are departing effective immediately. (Bitcoinist)
2. David Bailey’s Nakamoto strikes $107M deal to buy BTC Inc and UTXO: Bitcoin-focused public company Nakamoto Inc., led by chairman and CEO David Bailey, has signed definitive agreements to acquire BTC Inc. and UTXO Management GP, LLC in an all-stock transaction valued at approximately $107.3 million. The transaction consolidates Bitcoin media, events, and asset management businesses under one publicly listed entity. (CryptoNews)
-Economic Indicators-
1. US Stocks Little Changed Ahead of Fed Minutes: US stocks ended little changed as early pressure in high-multiple tech was offset by strength in financials, leaving the S&P 500 up 0.2%, the Dow modestly higher, and the Nasdaq 100 marginally lower. (TradingEconomics)
2. US 10-Year Yield Steady Ahead of Fed Minutes: The 10-year US Treasury yield steadied around 4.06% on Wednesday after touching a more than two-month low earlier in the week, as investors awaited the minutes from the Federal Reserve’s latest policy meeting for clearer guidance on the path of interest rates. (TradingEconomics)
-Security Concerns-
1. This censorship crackdown and WhatsApp ban exposed the decentralization gap the crypto industry keeps missing: Russia’s recent messaging crackdown is the cleanest real-world stress test of decentralization in years, and it produced an awkward result. Roskomnadzor began throttling Telegram on Feb. 10, citing “non-compliance.” Two days later, authorities fully blocked WhatsApp, removing its domains from Russia's national registry and forcing users toward VPNs or MAX, a state-backed messenger that critics describe as surveillance infrastructure disguised as a chat app. The Kremlin had already mandated the preinstallation of MAX on all devices sold in Russia.. Freedom House documented the 15th consecutive year of declining global internet freedom in 2025. (CryptoSlate) (AC-Good article that highlights the trilemma of privacy messaging choices, listing various options globally. NOSTR is NOT accounted for here, but still a good read: 
CryptoSlate
This censorship crackdown and WhatsApp ban exposed the decentralization gap the crypto industry keeps missing
Privacy, usability, and decentralization keep colliding, and spam plus key management turns switching into a losing bet.
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 937,084
DTG/ICOD: 1200Z 17Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US-Iran Continue Negotiation While Positioning Forces / Chinese Year of the Horse Begins / DHS Shutdown Continues / Highest Retirement Seen in Congress This Year / Rhode Island Shooter Was Transitioner and Shot Ex-Wife / EU To Ban Russian Crypto Transactions / Bitcoin Mining Uses Only .23% of Global Power / Metaplanet Takes Bitcoin Hit to Earnings / Major Lowery Voices Bitcoin POW as Key Defense / Russian Starlink Shut Down in Ukraine / Ireland Targets X Too
Market Data: Price: 1 BTC= $68,898, 13.81 oz Gold, 4.162 BTC/Median US House
24hr Hi: $70,067/ Lo: $67,301
Volume: 33B (Down 8%)
Mkt Cap: $1.36T (Down 2%)
HashRate: 1.1 ZH/s
Avg Fee Rate: 1.0 sats/vBtye (Down 2 sats)
---Reports---
-International Events-
1. US and Iran Begin Second Round of Nuclear Talks in Geneva Amid Heightened Tensions: US envoys Jared Kushner and Steve Witkoff met with Iranian officials in Geneva for the second round of nuclear negotiations, focusing on potential compromises including energy and mining deals. President Trump stated he would be indirectly involved and warned of severe consequences if no agreement is reached, while Iranian Supreme Leader Khamenei remained defiant. Iranian forces conducted live-fire military drills in the Strait of Hormuz just ahead of the talks, escalating regional concerns. (CNN)
2. Global Celebrations Mark Lunar New Year, Year of the Horse: Billions worldwide celebrated Lunar New Year with temple visits, dragon dances, and family gatherings, ushering in the Year of the Horse. (CNN)
-US Events-
1. Partial DHS Shutdown Enters Third Day Over Immigration Disputes: The Department of Homeland Security entered a partial shutdown after Congress failed to reach a funding agreement, impacting non-essential operations amid debates over face mask bans and immigration tactics. (WaPo)
2. Congress Sees Highest Retirement Rate in Modern Era Ahead of Midterms: A record number of members of Congress are choosing not to run for re-election ahead of the 2026 midterm elections, with departures reaching the highest combined total this century. 30 House Republicans and 21 House Democrats are not seeking re-election. In the Senate, the split is closer, with five Republicans and four Democrats retiring. (IBTimes) (AC-Change is in the air.)
3. Rhode Island Police: Man Who Shot His Family at Ice Rink Went by ‘Roberta’: The shooting “stemmed from a domestic violence incident and turned into a murder-suicide.” It occurred during a high school hockey game. WPRI identified the alleged gunman as 56-year-old Robert Dorgan, noting that he changed his gender identification years ago. (Breitbart) (AC-Again, other media outlets focus on gun control to distract from the real issue.)
-Regulatory and Legal-
1. EU Moves to Ban All Crypto Transactions with Russian Entities: The proposed ban would prohibit any EU-based individual or entity from transferring cryptocurrencies to and from a Russia-based counterparty. (Decrypt)
2. Paradigm: ‘Bitcoin mining should be seen as a tool, not a threat’: While public anger targets Bitcoin [BTC], most grid pressure now comes from fast-growing AI data centers. Bitcoin uses only about 0.23% of global electricity and produces around 0.08% of global emissions, far less than many industries. AI centers need constant power and cannot afford outages. Bitcoin miners, however, use cheap electricity and shut down when prices rise. (ambcrypto)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Metaplanet Reports $619 Million Loss as Bitcoin Holdings Take Hit: Tokyo-based bitcoin treasury firm Metaplanet reported a fiscal 2025 net loss of 95 billion yen ($619 million), largely due to a 102.2 billion yen ($666 million) drop in the value of its bitcoin holdings. (BitcoinMag)
-Economic Indicators-
1. US 10-Year Yield Hits 2-½-Month Low: The yield on the US 10-year Treasury note fell toward 4% on Tuesday, reaching its lowest level since early December as soft inflation data from last week reinforced expectations for Federal Reserve interest rate cuts. (TradingEconomics)
-Security Concerns-
1. Space Force Major Proposes Bitcoin Proof-of-Work as AI Defense for Internet: In a widely shared post, U.S. Space Force engineer and 'Softwar' author Jason P. Lowery argues that Bitcoin's Proof-of-Work system can act as 'digital castle walls' by requiring energy proof for every online action, from logins to API calls. He warns that without such physical barriers, autonomous AI will dominate cyberspace, drawing on his MIT thesis that frames Bitcoin as a national security tool against cyber threats. Supporters praise it as a path to cyber sovereignty, while critics like Bitcoin developer Jameson Lopp call the ideas flawed and question scalability, noting Bitcoin handles just 7 transactions per second. (Various, X)
2. Starlink restrictions hit Russian forces as Moscow seeks workarounds: Under the new rules, only registered and verified devices can operate in Ukrainian-controlled territory, with all others automatically disconnected. Kyiv says the move was necessary after confirming that Russian forces had begun installing Starlink technology on attack drones, allowing them to operate in real time via satellite connections — making the unmanned aerial vehicles harder to jam, track or shoot down. (RecordedFuture)
-Technology and Science-
1. Ireland's Data Watchdog Joins Global Regulators Probing X Over AI Image Risks: Ireland’s privacy regulator has opened a formal investigation into X over whether Elon Musk’s Grok chatbot helped generate and spread non-consensual sexualized images. The investigation comes as Ireland, which serves as the EU's lead supervisory authority for most major American tech platforms, giving its rulings binding weight across the bloc, joins a widening international response to Grok's role in generating non-consensual deepfakes at scale. (Decrypt) (AC-The knives are out. EU, UN, UK, California, and now Ireland mount attacks against Musk and X.)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 10/100 (Down 2 pts)
Analyst Comments (AC): The battle for control over distributed sovereign power continues, but it seems today's reports highlight the fight. World powers attack free speech from X, Ukraine shuts down Starlink, AI agents are digitally coming for you, and EU Bans (Russian) crypto transactions; and this is just one day's reporting. Tyranny verus liberty is indeed one of the oldest wars still being fought and some days it seems tyranny has the upper hand.
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Analyst: BV2A
END REPORT
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*NSTR-Nothing Significant To Report