📷 BTC Daily Intelligence Bulletin (DIB)
Block: 950,240
DTG/ICOD: 1200Z 20May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Red Carpet for Putin in China / Activists 'Kidnapped' in Gaza / Rubio to Address NATO / Massie Loses in KY, Takes Jab at Israeli Lobby / San Diego Shooting Revelled in Hate / SC Governor Signs Bitcoin Miner and Anti-CBDC Bill / Trump EO Paves Way to Fed Money Access for Crypto Firms / Is the Deep State Still Planning a CBDC? / Bitcoin Miners Hold Power in AI Negotiations / BTC ETFs Outflow Continues / Yields Up, Mortgage Rates Up, Stocks Down / New Nostr VPN Made for Bitcoiners / BioTech Firm Hatches Chicks From Artificial Eggs / Space X on to Next Starship / BTrust Installs New BOD / HRF Launches Bitcoin Freedom Guide
Market Data: Price: 1 BTC= $78,140, 17.21 oz Gold/1 BTC, 5.57 BTC/Median US House
24hr Hi: $77,587 / Lo: $76,082
Volume: $25B (Down 30%)
Mkt Cap: $1.55T (Up 1%)
Hashrate: .984 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
---Reports---
-International Events-
1. China’s Xi gives Putin a red-carpet welcome – and makes a veiled jab at the US: “The international situation is marked by intertwined turbulence and transformation, while unilateral hegemonic currents are running rampant,” Xi said, using Beijing’s typical language to criticize what it sees as American foreign policy overreach. In the face of this, China and Russia should enhance their “comprehensive strategic coordination,” Xi said. (CNN)
2. At least 87 Gaza aid flotilla activists abducted by Israel on hunger strike: Late on Tuesday evening, Israeli forces “kidnapped” six people on board the Lina al-Nabulsi boat, organisers said. The boat was the last in a group of more than 50 vessels that left Turkiye’s port city of Marmaris last week to sail towards Gaza, with the goal of breaking Israel’s blockade of the Gaza Strip. “Another PR flotilla has come to an end. All 430 activists have been transferred to Israeli vessels and are making their way to Israel, where they will be able to meet with their consular representatives,” an Israeli ministry spokesman said, calling the effort “nothing more than a PR stunt.” (AlJazeera) (AC-One man's 'abduction' is another's 'arrest'.)
3. Rubio heads to a NATO meeting as European angst over Trump reliability, US troops, Iran grows: Secretary of State Marco Rubio will travel this week to a NATO foreign ministers meeting in Sweden, where U.S. plans to reduce troop levels in Europe. In Sweden, Rubio will echo previous U.S. demands “for increased defense investment and greater burden sharing in the alliance,” the State Department said. (AP)
-US Events-
1. Gallrein defeats Massie in Kentucky, furthering Trump’s hold on GOP: President Donald Trump’s handpicked candidate Ed Gallrein defeated Rep. Thomas Massie in a primary election challenge. Trump sought to unseat Massie after the eight-term representative broke with him on issues, including the release of the Epstein files. "I would've come out sooner, but I had to call my opponent and concede, and it took a while to find Ed Gallrein in Tel Aviv.", Massie announced. (AP/X)
2. San Diego mosque shooters met online and left writings expressing hate, FBI says: The pair “didn’t discriminate on who they hated,” Mark Remily, the lead FBI agent in San Diego, said Tuesday. The writings include hateful rhetoric toward Jewish people, Muslims and Islam, as well as the LGBTQ+ community, Black people, women, and both the political left and right. Both express beliefs that white people are being eliminated, and one writes about mental health struggles and being rejected by women. (AP)
-Regulatory and Legal-
1. South Carolina governor signs bill protecting Bitcoin miners, banning CBDC: Senate Bill 163 bans CBDC payments by state agencies and shields Bitcoin miners from discriminatory zoning and licensing rules. (CoinTelegraph)
2. Trump orders review of fintech firms' access to Fed payment services: The order directs the Federal Reserve Board to evaluate the legal, regulatory and policy framework governing fintech and crypto firms' access to Federal Reserve payment systems and submit a report to Trump within 120 days. (CoinTelegraph)
-CBDCs/World Currencies/Strategic Reserves-
1. Despite Trump’s pledge, a CBDC is being explored behind closed doors, says former CTFC chair: Timothy Massad, a former CFTC chairman, said a U.S. central bank digital currency or government-backed stablecoin is ultimately inevitable despite President Donald Trump’s strong public opposition. Massad said U.S. officials are quietly exploring CBDC-style infrastructure, including through participation in the Bank for International Settlements’ Project Agora. (CoinDesk)
-Institutional Concerns-
1. Bitcoin Miners Emerge as Unlikely Power Brokers in AI Infrastructure Race: Power availability is the central bottleneck in AI infrastructure buildout, says Bernstein, following a reported Google/Blackstone AI cloud alliance. Bitcoin miners collectively control over 27GW of planned power capacity and have signed more than $90 billion in AI contracts, positioning them as critical suppliers for the AI boom. (Decrypt)
2. Bitcoin Price Slides Below $77,000 as ETF Exodus Tops $1 Billion: Total crypto liquidations reached near $657 million in a single 24-hour window on Monday, with $584 million — roughly 89% — coming from long positions, according to Glassnode data. Combined with last week’s total net outflows of $1 billion — which snapped a six-week positive streak — cumulative outflows since May 16 now sit just under $1 billion.
-Economic Indicators-
1. Mortgage Rates in the US Continue to Rise:The average US 30-year fixed mortgage rate for conforming loans of $806,500 or less jumped by 10bps to 6.56% in the week ending May 15th, 2026, from 6.46% the previous period and reaching its highest level in seven weeks. (TradingEconomics)
2. Treasury Yields Hover Near Recent Highs: The yield on the US 10-year Treasury note edged slightly lower to 4.64% on Wednesday, after reaching a 16-month high of 4.7% in the previous session, as investors continued to assess the inflationary impact of the energy shock triggered by the war with Iran. (TradingEconomics)
3. US Stocks Extend Pullback:US equities extended their decline on Tuesday as a continued selloff in US Treasuries, driven by inflation concerns tied to the war in the Middle East, pressured investor sentiment. The S&P 500 finished 0.7% lower, the Nasdaq closed down 0.8% while The Dow shed more than 300 points, or 0.6%. (TradingEconomics)
-Security Concerns-
1. Bitcoin Developer Who Worked With Satoshi Just Released A Tool That Changes Online Privacy Forever: Martti Malmi, one of Bitcoin’s earliest developers who worked directly with Satoshi Nakamoto in the protocol’s founding years, has released a new version of Nostr VPN — an open-source mesh VPN that discards the entire trust model underlying conventional virtual private network services and replaces it with cryptographic keys, decentralized relay infrastructure, and user-operated exit nodes. Nostr VPN eliminates the central server entirely. The architecture operates as a peer-to-peer mesh network. The Nostr protocol handles signaling between nodes using public-key cryptography, the same cryptographic framework that secures Bitcoin transactions, per the project’s repository. Each user’s identity on the network is a cryptographic key pair, not an account or email address tied to a real-world identity. (Bitcoinist)
-Technology and Science-
1. Chicks hatched from artificial eggs in scientific first — it could be a game-changer for bringing extinct animals back to life: Texas firm Colossal Biosciences, which has dedicated itself to resurrecting lost species, including the dire wolf and woolly mammoth, has hatched live chicks from an artificial egg for the first time. The first-of-its-kind artificial egg allows a bird embryo to develop completely outside of a biological shell while scientists oversee every aspect from early embryo to hatching. The tech could help save endangered birds with low hatch rates while also paving the way for resurrecting extinct avians such as the dodo and the moa — a large, flightless bird that was hunted to extinction in New Zealand by Māori settlers around 600 years ago. (NYPost)
2. SpaceX Stacks First Starship Version 3 on Starbase Pad: @SpaceX completed assembly of its first Starship Version 3—featuring stretched tanks, 33 upgraded Raptor 3 engines, and over 16 million pounds of thrust—at Orbital Launch Pad 2 in Starbase, Texas, on May 20. Flight 12 targets liftoff as early as Thursday at 6:30 p.m. EDT (X)
-Bitcoin Community
1. Btrust Appoints New Board of Directors to Steer Next Phase of Bitcoin Development: Btrust (@Btrustteam), the non-profit organization dedicated to decentralizing Bitcoin open-source development, has announced the appointment of a new Board of Directors. Following a global, open call and a rigorous, multi-stage selection process, Janet Maingi, Bruno Garcia, and Laurence Aderemi have assumed full governance responsibilities. The organization’s core mission — ensuring the Bitcoin ecosystem remains open, inclusive, and resilient by diversifying who builds it — remains unchanged. (BitcoinMag)
2. Bitcoin Becomes Lifeline for Activists as HRF Unveils ‘Bitcoin for Nonprofits’ Guide: The Human Rights Foundation (@HRF) has released a new Bitcoin playbook showing how nonprofits and activist groups can bypass financial censorship and operate independently when governments weaponize the banking system. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 25/100 (Down 3 pts)
Analyst Comments (AC): Consider supporting the new Nostr VPN and increasing your decentralyzed footprint too.
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: 950,953
DTG/ICOD: 1200Z 25May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran Ceasefire 'This Close' / China Sends Rice and Solar Panels to Cuba / Israeli Strikes in Lebanon Kill 6 Medics / Chinese Money Behind US Protests of All Shapes / White House Entrance Shooter Killed By USSS / 42 Aircraft Downed in 'Epic Fury', Most are Drones / Fed May Open Rails For Crypto Firms / SEC Pauses Stock Tokenization / NY Lawsuit States Claim Over 3 Million Dormant Bitcoin / Whale Moves $200M in BTC / BTC Options Coming to Nasdaq / Markets on Edge / Firefox Brower to Have "Off Button" For All AI / China Sends 3 to Space / You Can Buy Bitcoin Through ChatGPT Now
Market Data: Price: 1 BTC= $77,946, 16.95 oz Gold/1 BTC, 5.57 BTC/Median US House
24hr Hi: $77,602 / Lo: $76,019
Volume: $21B (Down 27%)
Mkt Cap: $1.54T (Even)
Hashrate: .983 ZH/s
Avg Fee Rate: 1.0 sats/byte (Down 1 sat)
---Reports---
-International Events-
1. Trump tells US negotiators 'not to rush' into deal with Iran: The deal under discussion reportedly involves a 60-day ceasefire extension, reopening the Strait of Hormuz and a plan for further negotiations over Iran's nuclear programme. Both Trump and the Iranian Foreign Minister announed that a deal is 'very close'. (BBC)
2. Cuba thanks China for rice shipment amid worsening humanitarian conditions: Cuba has announced the first shipment in an expected donation from China of about 60,000 tonnes of rice, as the Caribbean island contends with an ongoing humanitarian crisis. In a series of social media posts on Sunday, Cuban President Miguel Diaz-Canel confirmed that the first load of 15,000 tonnes had arrived a day earlier in the port of Havana. Already, China has donated solar panels to Cuba to help update its ageing energy grid and transition the island away from fossil fuels. (AlJazeera)
3. Israeli strikes kill six Lebanese medics in 24 hours: According to Lebanon's health ministry, an Israeli strike overnight Thursday into Friday in the southern Lebanese town of Hanaway killed four paramedics from the Islamic Health Association. On Friday morning, an Israeli strike killed two medics from the Al-Rissala Scouts Association in Deir Qanoun En-Nahr. (Reuters)
-US Events-
1. Agitators united by Chinese money, hate for America target data centers, experts warn: Climate activists, anti-Israel protesters and other activist movements with very different agendas have become strange bedfellows united by a shared disdain for America and funding from China, according to experts who warn the trend is weakening the United States amid a rapidly accelerating AI race. Critics say the same activist ecosystem is now targeting America’s AI infrastructure and industrial power, in a development that experts warn could undermine the United States in its technological competition with China. "What all of these protests have in common — the protests against AI data centers or the environmental protests or the protest against Israel — is that anti-American trend within them." (Fox) (AC-This is 5GW in action, and it is very effective. Defense against these efforts is fragmented and not very effective.)
2. Bystander in serious condition after fatal shooting near White House checkpoint: Authorities have released few additional details about the early Saturday evening shooting. The District of Columbia Metropolitan Police Department said the suspect, identified as 21-year-old Nasire Best, started shooting toward a White House security checkpoint when Secret Service officers returned fire. Best, of Dundalk, Maryland, was later pronounced dead at a hospital. “Our thoughts are also with the innocent bystander who was wounded during this incident,” USSS Director Curran said. “The Secret Service is hopeful he will make a full recovery.” It was the third shooting near the president in the past month.(AP)
3. Congressional report tallies 42 US aircraft lost or damaged in Operation Epic Fury: The Congressional Research Service, the nonpartisan research arm of the Library of Congress, works from open sources and has no access to classified damage assessments. The CRS authors note their count “may remain subject to revision due to multiple factors, which may include classification, ongoing combat activity, and attribution.”Drones, meanwhile, took the heaviest hit, accounting for 25 of the 42 losses. The list includes 24 MQ-9 Reapers and one MQ-4C Triton lost in a mishap reported April 14. (DefenseNews)
-Regulatory and Legal-
1. The Fed may open direct settlement rails to crypto firms as banks warn of liquidity risk: The payment account the Fed proposed in December is structurally different from a full master account. A full master account lets a regulated depository institution hold balances at the Fed, earn interest on those reserves, access intraday credit, and borrow from the discount window during periods of liquidity stress. The proposed payment account removes all of that. Eligible institutions could settle through Fedwire, FedNow, and the National Settlement Service, hold limited reserve balances, and process payments across Fed infrastructure, but the Fed has been precise that the new account type wouldn't expand or otherwise change legal eligibility for its services. (CryptoSlate)
2. SEC Delaying Plan to Allow Crypto Versions of US Stocks: The SEC has pumped the brakes on its highly anticipated “innovation exemption” for tokenized stocks, pushing back the release of the framework as it weighs input from traditional stock exchanges and other market participants wary of the plan’s sweeping implications. (BitcoinMag)
3. New York Lawsuit Takes Aim At 3.79 Million Dormant Bitcoin: A New York lawsuit is seeking a court declaration over tens of thousands of long-dormant Bitcoin addresses that one outside analysis says collectively hold about 3.79 million BTC. The case, brought by “Noah Doe” and two Wyoming LLCs, attempts to frame inactive self-custodied crypto addresses as abandoned property under New York lost-and-found law. the addresses listed in the case hold 3,791,121.17697938 BTC and include addresses attributed to Satoshi Nakamoto, early miners, Casascius Coins, lost coins, hackers and unidentified entities. (Bitcoinist) (AC-The lawsuit capital of the world seeks a LOT of bitcoin.)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Satoshi-era bitcoin whale moves over $200 million in BTC to FalconX, Cumberland: A bitcoin OG transferred about 2,650 BTC to FalconX and Cumberland through multiple transactions on Sunday, according to Onchain Lens. The whale still holds $462 million worth of bitcoin, the onchain analysis provider said. (TheBlock)
2. Bitcoin options are coming to Nasdaq: The SEC has conditionally approved Nasdaq PHLX to list cash-settled, European-style Bitcoin index options under the ticker QBTC, which still await CFTC approval. QBTC options will trade on the same Nasdaq platform as popular technology stocks, allowing participants to execute hedging strategies and bitcoin volatility bets directly through their existing brokerage accounts without needing a separate futures or derivatives account. (CoinDesk)
-Economic Indicators-
1. Week Ahead - May 25th: Headlines regarding the war in the Middle East and progress in restoring energy exports from the region will continue to set the pace for global markets. Strong earnings for the world's largest companies clashed with the inflationary impact of the war, having both stock markets and sovereign yields reach their local peaks recently. (TradingEconomics)
-Security Concerns-
1. Firefox's Big Redesign Gives You a Button to Kill All the AI: Mozilla unveiled Project Nova on May 21—a full visual overhaul of Firefox rolling out later this year. Mozilla is redesigning its settings with plain-language controls that make privacy choices easier to act on—including, per the official announcement, "controls for turning off AI features entirely." No buried menus. No dark patterns. Just an off button. The timing couldn't be better. Chrome has been quietly installing an undeletable 4GB Gemini Nano model on its users’ PCs. (Decrypt) (AC-Firefox has been one of the better privacy-based browsers for years, with the ability to configure it based on personal sercurity settings that other browsers won't even consider.)
-Technology and Science-
1. China sends astronaut on year-long space mission as it eyes 2030 moon landing: China sent three astronauts to its space station on Sunday, one of whom will stay for a year, a record length for the country, enabling the study of long-duration human physiology in space as Beijing works towards its ambition of a crewed moon landing by 2030. China has sent astronauts to its space station almost a dozen times, but this launch comes amid an accelerating race to the moon with the U.S., which has warned about what it alleges are Beijing's plans to colonise and mine lunar territory and resources. (Reuters) (AC-The race for moonbases shifts into high gear.)
-Bitcoin Community
1. Now You Can Buy Bitcoin, XRP and More in ChatGPT via MoonPay: MoonPay has brought crypto purchases directly into ChatGPT, allowing users to generate checkout links to buy digital assets, including Bitcoin, XRP, Solana, and USDC, without leaving OpenAI’s chatbot. In the app, users can ask ChatGPT about their favorite cryptocurrency and then ask the chatbot to buy a specified amount. ChatGPT will generate a MoonPay checkout link that takes the user to the MoonPay website to go through the Know-Your-Customer (KYC) process and link their wallet. (Decrypt) (AC-Use with caution.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 30/100 (Up 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: 950,369
DTG/ICOD: 1200Z 21May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Urkaine Drone Strategy Pays Off / Putin, XI Sign 'Mult-Polar World' Declaration / UN Pushes Climate Justice Mandate / US Indicts Raul Castro For 30-Year Old Murder / Housing Bill Advances in House / RFK Jr. Continues to Clean House / US Lawmakers Look to IRS For Crypto Tax Exemptions / New Minnesota Law Allows Banks to Custody Bitcoin / Housing Starts Down, Jobless Claims Even, Stocks Bounce Up / New Bill Would End ALPR (Flock) Collection Except for Tolls / SpaceX to IPO Bigly / USG Takes Positions in Quantum Companies / Hunter Biden Takes Bitcoin for his Artwork
Market Data: Price: 1 BTC= $77,871, 17.11 oz Gold/1 BTC, 5.59 BTC/Median US House
24hr Hi: $78,100 / Lo: $76,829
Volume: $28B (Up 11%)
Mkt Cap: $1.54T (Even)
Hashrate: .976 ZH/s
Avg Fee Rate: 2.0 sats/byte (Up 1%)
---Reports---
-International Events-
1. Ukrainian mid-range strikes deal double blow to Russia's war effort: Ukrainian officials say more resources have in recent months been poured into "middle strikes", typically ranging between 30 km (19 miles) and 180 km behind front lines. This has enabled Ukraine to strike Russian radars, short- and medium-range air defences, communications infrastructure, logistics and large military vehicles at "operational depth", the sources said.Mid-range attacks may not turn the tide against Russia but represent a challenge to which Russian forces must adapt. (Reuters)
2. Putin and Xi Sign ‘Multipolar World’ Declaration in Beijing: President Vladimir Putin and Chinese Leader Xi Jinping signed a joint declaration on Wednesday focused on building a “multipolar world,” sending a defiant signal to the U.S.. “Russia and China are committed to an independent and sovereign foreign policy, are working together in close strategic cooperation and playing an important stabilizing role on the global stage,” Putin said. (MoscowTimes)
3. UN backs historic climate crisis ruling, despite US attempts to stop resolution: The UN has voted 141-8 to adopt a resolution backing a world court opinion that countries have a legal obligation to address climate change, with the US – which is the world’s biggest historical emitter – among the small group opposing it. While not legally binding, the court’s advisory opinion is already being used in climate litigation around the world and judges are starting to reference it in their climate-related rulings. (TheGuardian)
4. US Justice Department Unseals Indictment Against Raúl Castro: The DOJ unsealed a superseding indictment charging 94-year-old former Cuban President Raúl Castro and five co-defendants with conspiracy to kill US nationals, destruction of aircraft, and murder related to the 1996 shoot-down of two unarmed Brothers to the Rescue civilian planes over international waters, killing four. (DOJ)
-US Events-
1. Trump-backed housing bill clears House after GOP defies Senate pressure campaign: Lawmakers voted overwhelmingly 396-13 to send the bipartisan measure aimed at boosting housing supply and homeownership to the Senate, where it will need final sign-off before being signed into law by the president. The package preserved a ban on large institutional investors from buying new single-family homes. Thirteen conservative lawmakers voted against the bipartisan housing measure over concerns about language temporarily banning CBDCs, which they argue would open the door to unchecked financial surveillance. (Fox) (AC-Housing Bill with a clause on CDBCs?)
2. RFK Jr fires leaders of group that sets guidelines for preventive healthcare: The Trump administration has fired the two leaders of an influential health group that determines when insurance must provide free preventive care, like mammograms and colonoscopies, for millions of Americans. Kennedy’s letters do not make clear why he ousted Drs John Wong and Esa Davis from the panel. (TheGuardian)
-Regulatory and Legal-
1. US lawmakers introduce bill directing IRS to review crypto tax exemptions: The bill, dubbed the Digital Asset Protection, Accountability, Regulation, Innovation, Taxation and Yields Act, or PARITY Act, was introduced in the House on Tuesday after lawmakers released a discussion draft in March. The latest version of the PARITY Act does not create an exemption for small crypto transactions. Instead, it calls for the Treasury, which oversees the IRS, to study a de minimis tax exemption and provide interim guidance within 180 days on what relief it can provide under its existing authority. The bill kept a section of the draft that was described as treating “digital dollars like actual cash for tax purposes,” where regulated payment stablecoins would have no recognized gains or losses. (CoinTelegraph)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Minnesota Law Opens Crypto Custody to Banks, Credit Unions — One Credit Union Already Has a Head Start: Governor Tim Walz signed HF 3709 into law. The legislation takes effect August 1, 2026. The law permits state-chartered banks and credit unions to hold virtual currency and the cryptographic keys that control it on behalf of customers and members. Minnesota joins New York, Wyoming, and Virginia, which have established similar frameworks. (BitcoinMag)
-Economic Indicators-
1. US Housing Starts Fall Less than Expected: US housing starts were down 2.8% month-on-month to a seasonally adjusted annual rate of 1.465 million in April 2026, compared to an upwardly revised 1.507 million in March which was the highest level since December 2024 and above forecasts of 1.41 million. (TradingEconomics)
2. US Initial Jobless Claims Inch Down: The number of people claiming unemployment benefits in the US fell by 3,000 to 209,000 on the second week of May, aligned with market expectations of 210,000. In the meantime, continuing jobless claims, which are a proxy for outstanding unemployment, rose by 6,000 to 1,782,000, slightly under the expectations of 1,790,000. (TradingEconomics)
3. US Stocks Hold Rebound: US stocks closed higher on Wednesday with support from lower energy prices ahead of Nvidia's earnings results, due to update the state of the AI economy that has supported the stock market this year. The S&P 500 added 1% while the Dow and Nasdaq 100 gained 1.2%. (TradingEconomics)
-Security Concerns-
1. A Bipartisan Amendment Would End Police License Plate Tracking Nationwide: One line tucked into a federal highway bill would strip funds from cities and states unless they kill their automated plate tracking programs—effectively banning the tech for all but toll collection. The amendment runs a single sentence: “A recipient of assistance under Title 23, United States Code, may not use automated license plate readers for any purpose other than tolling.” New York University School of Law’s Brennan Center for Justice has documented the integration of ALPR feeds into police data-fusion systems that combine plate data with surveillance and social media monitoring. (Wired) (AC-Flock ALPR cameras are everywhere now, and this amendment would have a major impact on state, local and federal agencies mass surveillance efforts.)
-Technology and Science-
1. Elon Musk’s SpaceX unveils filing for blockbuster IPO: On Wednesday, SpaceX filed S-1 IPO paperwork revealing a $4.9 billion loss on $18.7 billion in 2025 revenue, with plans for a Nasdaq listing under ticker "SPCX" and a June roadshow. While Starlink currently drives most of SpaceX's revenue, the company's future growth hinges on building space data centers to train powerful artificial intelligence models. SpaceX targets a potential $1.75 trillion valuation, which would eclipse Saudi Aramco's $1.7 trillion record from 2019. (GroundNews)
2. U.S. to Award Quantum Computing Firms $2 Billion and Take Equity Stakes: Funding originates from the 2022 Chips and Science Act and allocations include $1 billion to IBM and $375 million to GlobalFoundries. The remaining firms, including D-Wave Quantum, Rigetti Computing, and Infleqtion are expected to receive $100 million each, while startup Diraq may receive $38 million. (GroundNews)
-Bitcoin Community
1. Hunter Biden Now Accepts Bitcoin for Artwork on His Official Website: The homepage of Hunter Biden’s official website features his signature bright, large-scale floral paintings, while the footer now includes a simple but striking notice: “BITCOIN ACCEPTED,” listed alongside links to the site’s privacy policy, terms of use and “Verisart Authentication.” (BitcoinMag) (AC-"Bitcoin is for everyone", I guess.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 29/100 (Up 4 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 950,076
DTG/ICOD: 1200Z 19May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump Places Hold on Iran Strike / American Doctor Infected With Ebola in DRC / XI to Host Putin Again / US, Nigeria Strike ISIS / Mosque Shooting In San Diego Kills 3, Plus 2 Shooters / New $1.8B DOJ Fund For 'Political Targets' / Japan Proposes AI-Blockchain Finance / White House Teases Bitcoin Reserve Announcement / Bank of England 'On Board' With Tokenization / Swan Bitcoin Hit with $1B Lawsuit / BTC ETFs Shed Heavy / Strategy Buys $2B of Bitcoin / Yields Flat, Stocks Drop, Gold Drops / Don't Rush to Connect Centralized AI to Your Financial Accounts / Musk Loses OpenAI Lawsuit / SEC Moving Forward on Tokenized Securities
Market Data: Price: 1 BTC= $77,497, 16.92 oz Gold/1 BTC, 5.62 BTC/Median US House
24hr Hi: $77,749 / Lo: $76,029
Volume: $36B (Up 20%)
Mkt Cap: $1.53T (Down 1%)
Hashrate: .963 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
---Reports---
-International Events-
1. Trump calls off scheduled attack on Iran amid "serious negotiations" toward peace deal: Monday he had put plans for an imminent resumption of attacks on hold at the request of Gulf Arab states. Although he said he had called off strikes planned for Tuesday, Trump said he told military leaders "to be prepared to go forward with a full, large scale assault of Iran, on a moment's notice, in the event that an acceptable Deal is not reached." (CBS)
2. American infected with Ebola in DRC, as US moves to limit entry from virus-hit region: An international effort is underway to contain an Ebola outbreak in the Democratic Republic of Congo (DRC) and Uganda that is believed by local authorities to have caused more than 130 deaths, with the United States triggering a public health law to limit entry from the affected region. Christian missionary physician – Dr. Peter Stafford – had “tested positive” after “presenting symptoms consistent with the virus.” (CNN)
3. Xi to host 'old friend' Putin as China projects stable global role after Trump visit: China and Russia have cast Putin's two-day trip this week — his 25th visit to China — as further evidence of their "all-weather" partnership, even as the West urges Beijing to pressure Moscow into ending its war in Ukraine. (Reuters)
4. US, Nigeria Launch Fresh Airstrikes Against ISIS in Borno State: U.S. Africa Command and Nigerian forces conducted coordinated airstrikes yesterday in Borno State's Metele area, killing over 20 ISWAP militants after intelligence detected a gathering of fighters. The operation follows Friday's strike that killed senior ISIS commander Abu-Bilal al-Minuki, marking intensified U.S.-Nigerian counterterrorism cooperation. (GroundNews)
-US Events-
1. Teen suspects fatally shoot three in suspected hate crime at San Diego mosque: Two teenage attackers fatally shot three men at a mosque in San Diego, California, in a suspected hate crime, before taking their own lives, say police.The shooting took place on Monday morning, two hours after the mother of one of the suspects called police to say her son had run away with a friend and was possibly suicidal. Officers found the suspects - aged 17 and 18 - dead of self-inflicted wounds in a vehicle blocks away from the mosque. (BBC)
2. Blanche will face questions from lawmakers over a nearly $1.8B fund to compensate Trump allies: Acting Attorney General Todd Blanche will appear on Capitol Hill for his first congressional testimony since taking the reins at the Justice Department, as the agency faces intense scrutiny over its plans to create a $1.776 billion fund to pay allies of President Donald Trump who believe they were targeted politically. (CNN)
-Regulatory and Legal-
1. Japan's ruling party advances proposal to build national AI-blockchain financial system: The proposal, titled "Next-generation AI & Onchain Finance Concept," was drafted by a project team within the LDP. The proposal prioritizes the development of an automated financial infrastructure that supports 24/7 agentic commerce via blockchain networks. (TheBlock)
-CBDCs/World Currencies/Strategic Reserves-
1. White House Says Strategic Bitcoin Reserve Announcement Is Imminent: ‘A Breakthrough’: Patrick Witt, Executive Director of the President’s Council of Advisors for Digital Assets, told an interviewer this week that the administration has cleared a major legal hurdle in standing up the reserve. “We’ll have an announcement,” Witt said. “I wish I could say more… It’s a breakthrough as far as getting everything in place, legally sound, properly safeguarding the assets.” (BitcoinMag)
2. Bank of England, FCA Set Out ‘Shared Vision’ for Tokenization: The Financial Conduct Authority and the Bank of England set out a “shared vision” for tokenisation in UK wholesale financial markets Monday, launching a joint Call for Input aimed at giving firms greater regulatory and infrastructure certainty as distributed ledger technology moves from “pilots to production.” (Decrypt) (AC- Caveat Emptor.)
-Institutional Concerns-
1. Swan Bitcoin Hit With Nearly $1 Billion Lawsuit Over Prime Trust Collapse: Electric Solidus, Inc, which operates as Bitcoin services firm Swan Bitcoin, was named as a defendant in a newly filed lawsuit in Delaware Bankruptcy Court that aims to recover nearly $1 billion worth of cryptocurrency linked to the 2023 collapse of Prime Trust. The suit claims that Swan was able to avoid major losses in 2023 when the former crypto custodian was forced to shut down and file for bankruptcy, citing the firm’s “unrivaled access to inside information.” (Decrypt) (AC- The narrative in this suit doesn't make sense.)
2. Bitcoin ETFs Shed $649M in a Day as Long-Term BTC Holders ‘Limit Downside Potential’: BlackRock’s IBIT led Monday’s outflows with $448 million. It was followed by ARK Invest and 21Shares’ $110 million and Fidelity’s $63 million outflows. (Decrypt)
3. Strategy Acquires 24,869 Bitcoin In Massive $2 Billion Buy: Strategy co-founder Michael Saylor has shared the details related to the latest purchase completed by the treasury company. In total, the firm has expanded its reserves by 24,869 BTC with this acquisition. With over 4.2% of the BTC circulating supply in its wallets, Strategy is by far the largest corporate holder of the cryptocurrency in the world. (Bitcoinist)
-Economic Indicators-
1. US 10-Year Yield Holds Steady: The yield on the US 10-year Treasury note hovered around 4.6% on Tuesday, pausing its recent climb as renewed optimism surrounding a potential US-Iran agreement eased concerns about inflation and further interest rate hikes. (TradingEconomics)
2. US Futures Flat After Two-Day Slide: US stock futures were little changed on Tuesday after the major indexes posted a second consecutive session of losses, pressured mainly by weakness in technology shares. During Monday’s regular session, the S&P 500 and Nasdaq Composite slipped 0.07% and 0.51%, respectively, as a selloff in memory chip makers dragged both benchmarks lower for a second straight day. (TradingEconomics)
3. Gold Pares Rebound: Gold prices fell to the $4,550 per ounce mark on Monday, testing their lowest since late March as pro-inflationary forces backed the likelihood of a hawkish response by the Federal Reserve. (TradingEconomics)
-Security Concerns-
1. Experts warn of privacy risks as AI firms looks to connect to financial accounts: OpenAI announced Friday that it is rolling out a new ChatGPT feature allowing users to connect all of their financial accounts to the chatbot for personal finance advice, a move which is raising concerns among privacy and cybersecurity experts. “Even if ChatGPT's new feature doesn't access full account numbers or have the ability to make changes to financial accounts, the financial information it does collect can reveal deeply personal details about a person’s life, habits, vulnerabilities, and relationships,” (RecordedFuture)
-Technology and Science-
1. Elon Musk Loses $150 Billion AI Lawsuit Against OpenAI and Sam Altman: Elon Musk’s latest legal challenge against OpenAI has collapsed in court, clearing one of the biggest legal threats facing the ChatGPT maker as competition in artificial intelligence intensifies. A California jury on Monday rejected Musk’s $150 billion lawsuit against OpenAI, CEO Sam Altman and co-founder Greg Brockman. (Decrypt)
2. SEC tokenized stock exemption to let equities move onto crypto rails: SEC staff defined tokenized securities in January 2026 as traditional securities represented as crypto assets, with crypto networks maintaining ownership records, in whole or in part. The innovation exemption would allow qualifying firms to test tokenized securities trading on novel venues, including AMMs and, potentially, public permissionless blockchains, within defined parameters. (CryptoSlate)
-Bitcoin Community
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 25/100 (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: 949,941
DTG/ICOD: 1200Z 18May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Oil at Highs, Iran Conflict Sparks Up / Russia Pounds Ukraine / EU Adopts Anti-Migration Stance / US Navy Jets Colide in Idaho / Three Shooters in Austin Spree Captured / Thousands Gather With Politicians for Prayer on National Mall / CLARITY Moving Forward / Iran Launches Bitcoin Payments For Passing Strait / Bitcoin Depot Files For Bankruptcy / Wilklevii Toss In Bitcoin to Gemini / Stocks Down, Yields Up / MacOS Needs Updates for AI / Waymos Wander in Atlanta Neighborhood / Iran Wants to Charge for Undersea Cables Too
Market Data: Price: 1 BTC= $77,986, 16.95 oz Gold/1 BTC, 5.62 BTC/Median US House
24hr Hi: $78,511 / Lo: $76,568
Volume: $29B (Up 56%)
Mkt Cap: $1.55T (Down 1%)
Hashrate: .959 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
---Reports---
-International Events-
1. Oil touches two-week high after drone attack on UAE nuclear power plant: Brent crude futures were up 57 cents, or 0.52%, at $109.83 a barrel after touching $112 for their highest since May 5. Drone attacks on the UAE and Saudi Arabia and the rhetoric from the United States and Iran raised concerns of an escalation in the conflict. Emirati officials, meanwhile, said they were investigating the source of the strike on the Barakah nuclear power plant, adding that the UAE had the right to respond to what it said were "terrorist attacks". (Reuters)
2. Russia unleashes another aerial barrage on Ukraine as the war’s long-range strikes escalate: Russia targeted eight regions of Ukraine in its latest nighttime drone and missile barrage, Ukrainian President Volodymyr Zelenskyy said Monday, with local authorities reporting that the strikes wounded more than two dozen civilians, including three children. Russian forces fired 524 attack drones and 22 ballistic and cruise missiles. (AP)
3. All 46 Council of Europe Nations Adopt Migration Declaration: All 46 Council of Europe member states adopted a non-binding declaration on Friday in Chisinau, Moldova, that aims to make deportations of foreign criminals and failed asylum seekers easier, endorses third-country return hubs like Italy's Albania facility, and limits migrants' ability to block removal based on family ties or healthcare differences. (GroundNews)
-US Events-
1. Two Navy jets crash midair as crew successfully ejects during Idaho military base air show: Two U.S. Navy EA-18G Growler jets collided midair during the second day of the Gunfighter Skies Air Show at Mountain Home Air Force Base in Idaho on Sunday, though all four crew members successfully ejected, the U.S. Navy confirmed. (Fox)
2. Three suspects in custody after south Austin shootings, 4 people injured: Three suspects were in custody Sunday evening after at least 10 shootings in the south Austin area over the weekend, which injured four people. MPD and Travis County Sheriff’s Office issued shelter-in-place warning during the search for a portion of the area around 4:45 p.m. The suspects were responsible for around 20 911 calls, primarily in south and east Austin, Davis said. She said the suspects allegedly fired into various buildings, apartment complexes and two Austin Fire Department stations, hitting a firetruck. (KXAN)
3. Thousands Gather on National Mall for Rededicate 250 Prayer Event: The 'Rededicate 250' event, organized by Freedom 250, featured worship music, Scripture readings, and speeches from leaders like President Trump, Vice President J.D. Vance, and House Speaker Mike Johnson. Trump read from 2 Chronicles via video, promising God's healing if the nation humbles itself, while Vance highlighted a resurgence of faith among young Americans and Johnson led a prayer affirming 'One Nation Under God.' Supporters saw it as patriotic renewal ahead of the 2026 semiquincentennial, though critics questioned church-state separation and its conservative leanings. (X)
-Regulatory and Legal-
1. CLARITY Act could be signed into law by President Donald Trump in early August — Galaxy Digital: The CLARITY Act could be signed into law in the week of Aug. 3 if Congress keeps pace after a bipartisan Senate Banking Committee vote moved the crypto market structure bill into its next phase, Galaxy Digital’s research arm said. The bill now moves into a more complicated stretch, in which the Senate Banking Committee text must be combined with a version advanced by the Senate Agriculture Committee before Senate leaders can bring the measure to the floor. (CryptoSlate)
-CBDCs/World Currencies/Strategic Reserves-
1. Bitcoin Hormuz payments for ship insurance will test crypto’s neutral money thesis: IRGC-affiliated Fars News reported on May 16 that Iran launched a platform called Hormuz Safe, offering digital insurance for vessels transiting the Strait of Hormuz WITH PREMIUMS SETTLED IN BITCOIN. A document cited by Fars's reporter indicated Iran's Economy Ministry had been developing the mechanism since early May, with projected revenue above $10 billion. If Hormuz Safe becomes operational and draws enough shipping participants to generate a traceable pattern of Bitcoin payments, every address associated with the mechanism becomes a potential OFAC target. Iran's position, cut off from correspondent banking, SWIFT, and Western maritime insurers, is the environment in which Bitcoin's peer-to-peer settlement will operate. For Bitcoin advocates, a verified Hormuz Safe mechanism would be concrete proof of concept for a live, unilaterally functional settlement rail operating in a jurisdiction where regulators foreclosed every conventional option. (CryptoSlate) (AC-A strong test of the 'Bitcoin is for everybody' theory.)
-Institutional Concerns-
1. Crypto ATM Operator Bitcoin Depot Files for Chapter 11 Bankruptcy: Bitcoin Depot, North America's largest Bitcoin ATM operator, filed for Chapter 11 bankruptcy protection and shut down its entire network of over 9,000 machines. CEO Alex Holmes blamed an increasingly hostile regulatory landscape for the publicly-traded company's collapse in a statement, arguing that the regulatory environment for Bitcoin ATM operators operators has “shifted significantly,” rendering Bitcoin Depot’s business model “unsustainable.” (Decrypt) (AC-Not unexpected.)
2. Gemini Stock Jumps After Winklevoss Twins Make $100M Bitcoin Bet on Company Future: Cameron and Tyler Winklevoss announced a $100 million Bitcoin-funded investment into Gemini alongside a Q1 earnings report showing 42% year-over-year revenue growth. (BitcoinMag)
-Economic Indicators-
1. US 10-Year Yield Hits 16-Month High: The yield on the US 10-year Treasury note climbed to around 4.63% on Monday, reaching its highest level since January 2025 as mounting inflationary pressures tied to the Middle East conflict fueled expectations of a Federal Reserve interest rate hike later this year. (TradingEconomics)
2. US Stocks Fall Sharply: Stocks fell sharply on Friday as investors grew increasingly concerned about the impact of the prolonged conflict with Iran, particularly the risk that higher energy prices could further fuel inflation and keep interest rates elevated. The S&P 500 lost 1.2%, the Nasdaq Composite dropped 1.5% and the Dow Jones fell 1.1%. (TradingEconomics)
-Security Concerns-
1. OpenAI asks macOS users to update after TanStack npm supply chain attack: Users on macOS have to update their OpenAI applications by June 12, after which they will no longer receive updates or support and the service may not function. The actions are being taken in light of an expanding supply chain campaign impacting the popular open-source library TanStack and additional npm and PyPI packages tied to several AI companies. (RecordedFuture)
-Technology and Science-
1. Packs of Empty Waymos Are Weirding Out Atlanta Neighborhood: Residents in one Atlanta neighborhood say their mornings now begin with empty robotaxis slowly looping through their cul-de-sac before sunrise. Residents along Battleview Drive in northwest Atlanta said Waymo vehicles have spent recent weeks repeatedly circling their dead-end street, sometimes in large waves between 6 a.m. and 7 a.m. One resident estimated about 50 vehicles passed through in a single hour. (Decrypt)
2. Iran Demands Cable Fees From Google and Meta That US Sanctions Forbid Them to Pay: Iran's military spokesperson declared last week that Tehran will impose fees on the submarine fiber-optic cables beneath the Strait of Hormuz — issuing demands that US companies Google, Meta, Microsoft, and Amazon are legally barred from meeting under American sanctions law, and threatening that cables could be disrupted if operators refuse to comply. IRGC's combat divers, Ghadir-class mini-submarines, and underwater drones give Tehran a credible physical capability to threaten seabed infrastructure and that any attack could trigger a cascading digital catastrophe across several regions.(TechTimes)
-Bitcoin Community
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 28/100 (Down 21 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: 949,210
DTG/ICOD: 1200Z 13May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump in China / Senators Warn Against Cuba Attack / FL to Close Alligator Alcatraz / US Colleges' International Students Down 20% / WSJ Journalist Subpoenaed for Leaks / CLARITY Flooded With Markups / Senate Confirms Warsh to Fed Board / Polish Party Wants to Ban All Crypto / Exodus 'Expands' Past Bitcoin / MARA Pivots / Inflation Runs Hot, Stocks Drop / Canvas Pays Off Hackers / Square Pushes Bitcoin Adoption
Market Data: Price: 1 BTC= $80,080, 17.13 oz Gold/1 BTC, 5.35 BTC/Median US House
24hr Hi: $81,276 / Lo: $79,832
Volume: $30B (Up 1%)
Mkt Cap: $1.61T (Even)
Hashrate: .986 ZH/s
Avg Fee Rate: 2.0 sats/byte (Up 1 sat)
---Reports---
-International Events-
1. China stresses ‘equality, respect’ as Trump heads to Beijing for high-stakes Xi talks: “China stands ready to work with the United States in the spirit of equality, respect and mutual benefit – expanding cooperation, managing differences, and injecting greater stability and certainty into a turbulent and changing world,” Guo said. Guo’s remarks came hours after Trump posted on social media that he would “be asking President Xi, a Leader of extraordinary distinction, to ‘open up’ China so that these brilliant people can work their magic”, referring to more than a dozen business executives travelling with him on Air Force One. (SCMP)
2. Senate Republicans warn Trump against Cuba military attack: The Trump administration, these Republicans say, should not be thinking about opening another front for the military in a midterm election year where voters are already showing their displeasure with the war in Iran. In recent days, the U.S. Navy and Air Force have increased the number of intelligence gathering flights off of Cuba’s coast, renewing speculation that Trump could order another surprise operation similar to the one that led to the capture Venezuelan President Nicolás Maduro in January. (TheHill)
-US Events-
1. Florida plans to close 'Alligator Alcatraz' migrant detention center: Florida is closing the 'Alligator Alcatraz' detention center in the Everglades, with officials notifying vendors on Tuesday that 1,400 detainees will be removed by the start of June. Operating costs have reached nearly $1 billion, with the state spending more than $1 million daily to manage the center while awaiting $608 million in federal reimbursements. Contractors received orders to begin demobilization in the coming weeks, a process that includes taking down fences and trailers once the final detainees are transferred or deported. (GroundNews)
2. US Colleges Report 20% Drop in Foreign Students Over Visa Clampdown: Foreign student enrollment at U.S. universities fell by 20% this spring, according to a report published Monday by NAFSA surveying 149 American schools. Eighty-Four percent of surveyed schools cited "restrictive government policies" as the primary cause, following last year's Immigration and Customs Enforcement actions that created a climate of fear. (GroundNews)
3. Acting US attorney general defends subpoenas for journalists, citing classified leaks: Acting US Attorney General Todd Blanche on Tuesday defended issuing subpoenas to journalists as part of investigations into leaks of classified information. Blanche did not name any outlet in a post on X, but his remarks came a day after The Wall Street Journal reported receiving grand jury subpoenas tied to Iran war coverage. (France24)
-Regulatory and Legal-
1. US senators file over 100 amendments to crypto bill ahead of markup: According to a list obtained by Politico, Democratic senators have proposed dozens of changes, while Republicans are seeking slight adjustments to the bill. A version of the bill released on Monday banned third-party platforms like crypto exchanges from offering yield on stablecoins in a way that is “functionally equivalent” to the payment of interest on an interest-bearing bank deposit. (CoinTelegraph)
2. Senate Confirms Bitcoin-Friendly Kevin Warsh to Fed Board, Clearing Path to Chairmanship: President Donald Trump’s nominee to lead the Federal Reserve, Kevin Warsh, cleared a key Senate hurdle Tuesday, putting a bitcoin-friendly former Fed governor one vote away from becoming the most powerful central banker in the world. (BitcoinMag)
3. Poland’s PiS Proposes Total Crypto Ban As Lawmakers Review Digital Asset Bills: As Lawmakers open debate on four competing crypto bills, Poland’s former governing party has shifted its stance and introduced legislation to ban all digital asset activities in the country. (Bitcoinist)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin Wallet Firm Exodus Expands Payments Push, Sells $87 Million in BTC: Publicly traded wallet company Exodus (EXOD) is moving beyond the wallet category, expanding its focus and also becoming a payments company. To further fuel its transition, the firm also launched XO Cash, a dollar-backed stablecoin it claims is the first built for AI agents. (Decrypt) (AC-The conflation between Bitcoin and crypto continues.)
2. Bitcoin Miner MARA Sells $1.5 Billion in BTC, Reports $1.26 Billion Q1 Loss: MARA Holdings, the Nasdaq-listed Bitcoin mining firm, sold 20,880 Bitcoin for $1.5 billion in the first quarter of 2026 as part of a strategic pivot from large-scale mining toward artificial intelligence and high-performance computing infrastructure. The company has entered a definitive agreement to acquire Long Ridge Energy from FTAI Infrastructure for nearly $1.5 billion and is cutting 15% of its workforce to achieve $12 million in annualized cost savings while halting large-scale mining equipment purchases. (Decrypt) (AC- MARA making big changes.)
-Economic Indicators-
1. US Inflation Rate Above Forecasts: The annual inflation rate (CPI) in the US accelerated to 3.8% in April 2026, the highest since May 2023, and compared to 3.3% in March. Figures came above forecasts of 3.7% as the oil shock triggered by the war with Iran continues to push prices higher. (TradingEconomics)
2. US Stocks Fall from Records: US equities fell from record highs on Tuesday after a hot April CPI report consolidated worries that higher energy prices may dent earnings prospectives. The Nasdaq dropped 2%, while the S&P 500 and Dow were around 1% lower. (TradingEconomics)
-Security Concerns-
1. Instructure pays ransom after Canvas incident as Congress announces investigation: Education technology firm Instructure paid a ransom to hackers who stole troves of information from a platform used by thousands of schools. Late on Monday evening, the company published a note confirming their decision to pay the ShinyHunters cybercriminal group. The company said its agreement with the hackers involved their data being “returned” to them and digital confirmation of data destruction. (RecordedFuture)
-Technology and Science-
NSTR
-Bitcoin Community
1. Square Crosses 1 Million Bitcoin-Enabled Merchants as Real-World Adoption Continues to Grow: Block, Inc.’s Square has auto-enabled roughly 1 million U.S. merchants to accept Bitcoin payments via the Lightning Network, letting customers pay in BTC while merchants automatically receive USD settlements with near-instant conversion in the background. Bitcoin Product Lead Miles Suter said BTC “must circulate, not just sit still,” arguing that the cryptocurrency loses its transformational value if it does not function as peer-to-peer cash. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 49/100 (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: 949,071
DTG/ICOD: 1200Z 12May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: UAE Enters Iran Conflict / Drones From Hezbollah Cloud Peace Deals / UK PM Starmer Under Fire / Shooter With Rifle Wounds 2 in MA / VA Officials Plead to SCOTUS Over Gerrymander Obstacles / Mayor of Acadia, CA Pleads Guilty to China Support / CLARITY Vote Set for Thursday / Bhutan City Courts Digital Business / Small Biz Not Optimistic, Stocks Up / Three TN Men Indicted Over CA Wrench Attacks / Canvas Hack Troubles College Final Exams / FBI Onboard With Crime-Fighting AI / Lowery's Power Projection Ideas Researched by DOW
Market Data: Price: 1 BTC= $80,618, 17.37 oz Gold/1 BTC, 5.31 BTC/Median US House
24hr Hi: $82,098 / Lo: $80,451
Volume: $31B (Down 9%)
Mkt Cap: $1.61T (Even)
Hashrate: .980 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
---Reports---
-International Events-
1. UAE Secretly Struck Iran's Lavan Island Refinery: The United Arab Emirates conducted covert airstrikes on Iran's Lavan Island oil refinery in early April, sparking a major fire and disabling much of the facility's capacity for months, according to The Wall Street Journal. Iran retaliated with over 2,800 missiles and drones targeting the UAE, more than any other country in the conflict. (GroundNews) (AC- With direct offensive intervention, the UAE is widening the conflict to more participants but also broadening into an economic front. With the US, Israel and UAE involved, it's looking more like a wolfpack surrounding and attacking it's prey.)
2. Evolving drone war in southern Lebanon clouds Iran peace prospects: While Washington and Tehran argue over a deal to end the attacks on shipping that are shaking the world economy, Iran's most powerful ally Hezbollah and Israel are stepping up a drone war in Lebanon - on camera - that is complicating the path to peace. In recent weeks, Hezbollah has used cheap, easy-to-assemble FPV kamikaze drones to transform the war it has been fighting since it began firing on Israel. (Reuters)
3. UK Prime Minister Keir Starmer faces growing calls to quit: UK Prime Minister Keir Starmer is fighting to save his premiership after almost 80 lawmakers from his governing center-left Labour Party have publicly called for him to resign or set a timetable for his departure. The Labour Party mutiny was spurred by disastrous results in last week’s local elections, which saw it lose more than 1,400 seats in English councils and the hard-right Reform UK party was the main beneficiary of Labour’s slump. (CNN)
-US Events-
1. Armed Gunman Wounds Two in Cambridge Traffic Shooting Stopped by Trooper and Civilian: Tyler Brown, 46, from Boston, allegedly unleashed 50 to 60 rounds from an assault-style rifle on Memorial Drive near River Street around 1:30 p.m. Monday, striking an MBTA bus driver in the head—who drove himself to the hospital—and another motorist; both remain in critical condition. Hours earlier, his parole officer reported suicidal statements, and police had warned he might be heading there armed after missing a meeting. Brown, with a long record of violent convictions including a 2021 armed assault guilty plea, was shot in the legs by a Massachusetts State Police trooper and a legally armed former Marine, then hospitalized in custody facing murder attempt charges. (X)
2. Virginia Democrats Seek Supreme Court’s Intervention over VA Supreme Court Gerrymander Ruling: Democrats in Virginia are requesting the Supreme Court’s intervention after the Virginia Supreme Court killed a gerrymander scheme that would have redrawn the state’s congressional map in the Democrats’ favor, prior to the midterm elections. (Breitbart)
3. Mayor of Californian city resigns over Chinese agent charge: Eileen Wang, 58 - the mayor of Arcadia - agreed to plead guilty to the felony count and Arcadia City Council said she resigned from her post on Monday. Wang is accused of following directions from Chinese officials, according to the DoJ, including sharing favourable articles about Beijing without informing the US government, as required by law. (BBC)
-Regulatory and Legal-
1. Clarity Act Vote Set for Thursday: Here's Where the Crypto Bill Stands: Several battles regarding key language in the legislation remain unresolved—but crypto policy leaders are increasingly confident they may be able to get the bill passed at the buzzer, before Congress grinds to a halt this summer in anticipation of November’s midterm elections. (Decrypt) (AC-A fascinating fight that reveals economic, political and discursive power with the concerns of normal people not even being considered.)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bhutan's Gelephu Mindfulness City launches fast-track licensing for regulated crypto firms: The city said the initiative will enable qualified firms to quickly advance from the application stage to full operations by offering an integrated review that combines regulatory and banking access. (TheBlock)
-Economic Indicators-
1. US Small Business Optimism Stagnates in April: The NFIB Small Business Optimism Index in the US held steady at 95.9 in April 2026, barely changed from March’s 11-month low of 95.8 and slightly below market expectations of 96.1. The index remained below its 52-year average of 98.0 for the second consecutive month. TradingEconomics)
2. S&P and Nasdaq Hit New Records: US stocks rose on Monday, rebounding from a subdued start to the session, as the S&P 500 added 0.2% and the Nasdaq gained 0.1% to reach fresh record highs, supported by a strong rally in chipmakers amid continued optimism over AI-driven demand. (TradingEconomics)
-Security Concerns-
1. Three Indicted Over ‘Brazen’ Crypto Wrench Attack Spree in California: Three Tennessee men have been federally indicted on robbery, kidnapping, and conspiracy charges related to an alleged multi-million dollar cryptocurrency theft operation targeting victims across California. Elijah Armstrong, Nino Chindavanh, and Jayden Rucker traveled from Tennessee to California and posed as delivery persons to gain access to victims' residences in San Francisco, San Jose, Sunnyvale, and Los Angeles. Prosecutors said the men used firearms, duct tape, and zip ties to assault their victims, binding and restraining them to force disclosure of cryptocurrency account information. (Decrypt)
2. Multiple universities forced to reschedule final exams after Canvas cyber incident: Universities across the U.S. were forced to delay final exams this week following a cyberattack on a popular education software provider. The message, from the ShinyHunters cybercriminal gang, said they breached Instructure "again" after the company did not negotiate a ransom following a breach last week. The schools urged students to be wary of phishing messages and to stay away from the Canvas platform until it is confirmed to be safe. Baylor University noted in its message that Canvas “supports learning at 41% of higher education institutions in North America.” (RecordedFuture)
-Technology and Science-
1. Kash Patel Touts AI Overhaul of FBI Crime-Fighting Operations: Artificial intelligence is a huge part of that overhaul. When then-Deputy Director Dan Bongino and I arrived here at headquarters, AI had almost zero role at the FBI,” Patel wrote. “That had to change, so we got to work.” Now, Patel said the FBI uses AI tools at its National Threat Operations Center to transcribe incoming calls, summarize threats, compare tips against existing cases, and rank leads by severity—a process he claimed recently helped agents stop a planned mass shooting at a North Carolina preschool. (Decrypt)
-Bitcoin Community
1. What does Bitcoin “Power Projection” mean to the U.S. Military?: On April 21st and 22nd 2026, during a Senate Armed Services Committee, Admiral Samuel Paparo of U.S. Indo-Pacific Command made comments on Bitcoin’s utility in cybersecurity for the country’s military, calling it a “valuable computer science tool as power projection,” and disclosing that INCOPACOM is running a Bitcoin node in their experiments with the protocol. The most obvious and powerful demonstration of Bitcoin’s “embedded logic” security is the invention of multisignature Bitcoin wallets, which safeguard much of the Bitcoin wealth today. Multisig imposes high costs on attackers and, as such, might very well fit the definition of ‘deterrence’. It may even fit the definition of ‘power projection’ as Bitcoin funds can be kept secure and available to be sent when needed anywhere in the world, thanks to Bitcoin’s other networking-based censorship resistance qualities. (BitcoinMag) (AC- A good primer on the concepts put out by @jasonPLowery and SoftWar.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 49/100 (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: 948,456
DTG/ICOD: 1200Z 08May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran Launches Missiles, Drones at UAE / North Korea Deploys New Artillery, Destroyer / China Suspends Death Sentence of Generals / Green Beret Found Dead in Tennessee / Disney Cruise Employees Arrestd on Child Porn / White House Wants CLARITY on July 4th / IMF Wants AI Regulations / Coinbase Earning Disappoint, Site Goes Down for Hours / Strategy's STRC Yield Stable / UST Yields, Stocks Steady / Meta and Google Are Scooping Up your AI Chats / Iranian Hackers Still At It / Artemis Accords Grow / Stratum V2 Working Group Grows
Market Data: Price: 1 BTC= $80,205, 17.01 oz Gold/1 BTC, 5.33 BTC/Median US House
24hr Hi: $81,166 / Lo: $79,205
Volume: $38B (Up 7%)
Mkt Cap: $1.6T (Down 1%)
Hashrate: .973 ZH/s
Avg Fee Rate: 2.0 sats/byte (Up 1 sat)
---Reports---
-International Events-
1. UAE reports drone and missile attack as Iran war ceasefire is challenged: The Iran war’s shaky ceasefire was further strained on Friday as the United Arab Emirates said it intercepted a missile and drone strikes, hours after the U.S. said it thwarted attacks on three Navy ships in the Strait of Hormuz and retaliated against Iranian military facilities. There were no immediate reports of damage in the UAE. (AP)
2. North Korea says it will deploy new artillery guns targeting Seoul and commission its 1st destroyer: The announcement comes days after South Korea said North Korea’s newly revised constitution drops all references to Korean unification, in line with leader Kim Jong Un’s vows to terminate ties with South Korea and establish a two-state system on the Korean Peninsula. (NBC) (AC-Now we know where the stolen cyrpto goes.)
3. China gives suspended death sentences to two former defense ministers: Wei Fenghe and Li Shangfu were both convicted of bribery and given the death penalty with a two-year reprieve by the country’s military court. The court announced that the two former generals’ sentences will be commuted to life imprisonment without the possibility of parole after two years. (CNN) (AC-Retirement in the CCP's PLA/N has a very different meaning than other countries.)
-US Events-
1. Special forces veteran at center of manhunt after allegedly shooting his wife found dead in Tennessee: The Stewart County Sheriff’s Office reports that Craig Berry, the special forces veteran at the center of a multi-day manhunt, was found dead on Wednesday. The sheriff’s office confirmed that initial indications show Berry died from a self-inflicted gunshot wound. Deputies and other law enforcement agencies have been searching for Berry since the morning of Friday, May 1, after he allegedly shot his wife. He was charged with second-degree attempted murder. (WSMV)
2. Disney Does Damage Control After Several Staffers Arrested on Cruise Ship in Massive Child Porn Sting: We have a zero-tolerance policy for this type of behavior and fully cooperated with law enforcement,” a Disney spokesperson said responding to news of arrests being made after federal agents boarded five cruise ships, including a Disney cruise docked in San Diego, between April 23 and 25. (Breitbart)
-Regulatory and Legal-
1. White House Targets July 4 for Clarity Act Passage: Senate Banking Committee markup is set for May, with a Senate floor vote in June and House passage before Independence Day, Witt said.
Senators Tillis and Alsobrooks reached compromise Friday on contentious stablecoin-yield provisions. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. IMF Warns AI Will Supercharge Cyberattacks on Global Financial System: AI tools like Anthropic's Claude Mythos Preview are dramatically lowering the bar for cyberattacks, enabling even unskilled actors to exploit vulnerabilities across major systems. The IMF urges policymakers to treat cybersecurity as a core financial stability issue, calling for stronger resilience standards, cross-border coordination, and AI-powered defenses to match AI-powered attacks. (Decrypt)
-Institutional Concerns-
1. Coinbase went down for over 5 hours after missing earnings. Bulls still see a path to $300 billion by 2030: The company posted a loss of $1.49 per share, compared with expectations for a profit, as weaker trading activity weighed on its largest revenue stream. The company also recorded about $4.2 billion in first-quarter derivatives trading volume, up 169% from the same period a year earlier. That growth supports Armstrong’s “everything exchange” plan, which aims to make Coinbase a venue not only for buying and selling Bitcoin, Ethereum, and other tokens but also for derivatives, real-world assets, prediction markets, and, eventually, other forms of financial exposure. That message was complicated by the service disruption that followed the earnings release. The issue was linked to elevated temperatures at a data center in Northern Virginia. (CryptoSlate) (AC-Coinbase is the biggest centralized exchange in the world for cyrpto and bitcoin, and their fiat-driven machinations will affect bitcoin holders at some level. It's good to keep an eye on them.)
2. Strategy’s STRC Stock Surges to $100 Par Value amid Strategic Bitcoin Reserve Buzz: In an X post on May 8, BitcoinTreasuries revealed that Strategy’s STRC stock just surged to hit $100 par value. The Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) currently pays 11.50% annual dividends, payable monthly in cash. (CoinGape)
-Economic Indicators-
1. US 10-Year Yield Holds Advance: The yield on the US 10-year Treasury note hovered around 4.39% on Friday, following an advance of about 3 basis points in the previous session, as renewed US-Iran clashes in the Strait of Hormuz reduced expectations for an imminent peace deal and reignited inflation concerns.
2. US Stocks Finish Lower: US stocks fell from records on Thursday, as investors watched for Iran's response to the US peace proposal that could pave the way for the Strait of Hormuz to reopen. The Dow lost 0.6%, pulling back from the 50,000 mark, while the S&P 500 and Nasdaq fell 0.4% and 0.1%, respectively, easing off record highs.
-Security Concerns-
1. Your AI Chatbot May Be Leaking Your Chats to Meta, TikTok and Google: Researchers at IMDEA Networks Institute published findings on May 4 showing that all four of the biggest AI assistants—ChatGPT, Claude, Grok, and Perplexity—quietly share data with third-party advertising and analytics services, including Meta, Google, and TikTok. The project, called LeakyLM, identified more than 13 trackers embedded across these platforms. Zero of them are disclosed to users in plain language. (Decrypt)
2. Iranian government hackers using Chaos ransomware as cover, researchers say: Multiple nation-state groups from China, Russia, North Korea and Iran have been seen adopting the ransomware-as-a-service framework as either cover for espionage attacks or as ways to cause disruptions to adversaries. (RecordedFuture)
-Technology and Science-
1. Artemis Accords Update: Malta Becomes the Latest Country to Join: The National Aeronautics and Space Administration (NASA) has announced that Malta is the 65th signatory of the Artemis Accords. The Artemis Accords, which was initiated during President Donald Trump's first term, is defined by NASA as "the first set of practical principles aimed at enhancing the safety and coordination between like-minded nations as they explore the Moon, Mars, and beyond." (TechTimes) (AC-Noteably, Russia and China are not signatories.)
-Bitcoin Community
1. ANTPOOL, Block Inc, F2Pool, Foundry, Spiderpool, MARA Foundation & DMND Join Stratum v2 Working Group: The working group was founded in 2022 by Braiins and Spiral to develop and maintain the Stratum v2 protocol as an open and vendor-neutral specification usable by the Bitcoin mining ecosystem. The protocol is an upgrade to the original Stratum mining protocol, bringing massive efficiency gains, privacy, security, and functionality that can be used to improve overall mining decentralization. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 38/100 (Down 9 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: 948,310
DTG/ICOD: 1200Z 07May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran Envoy Meets With China / ASEAN Meeting Addresses Oil / Hantavirus Cases Were Human Transmitted / Tennessee To Gerrymander Dems Out / VP Vance Reveals SNAP Fraud / New US Counterterror Strategy Released / Banking Lobby Aggression Ramps Up on CLARITY / ebay Should Consider New Payments System Istead / Job Losses Up, Stocks Up / Chrome is Installing Big Software Without Your Knowledge / Musk's xAI Cuts Deal With Anthropic
Market Data: Price: 1 BTC= $81,090, 17.07 oz Gold/1 BTC, 5.33 BTC/Median US House
24hr Hi: $82,213 / Lo: $80,563
Volume: $35B (Down 20%)
Mkt Cap: $1.62T (Down 2%)
Hashrate: .969 ZH/s
Avg Fee Rate: 1.0 sats/byte (Down 1 sat)
---Reports---
-International Events-
1. China’s top envoy meets with Iran’s in Beijing as Trump pauses US effort in the Strait: Iran’s Foreign Minister Abbas Araghchi met with his Chinese counterpart, Wang Yi, in Beijing on Wednesday morning. Meanwhile, Trump is scheduled to meet Chinese President Xi Jinping during his visit to Beijing next week, as both countries seek to stabilise a relationship strained by tensions over trade, Taiwan and the Iran war. (Reuters, CNN)
2. ASEAN summit kicks off with calls for joint response to energy crisis: Concerns of energy and food supply security following a blockade of the critical Strait of Hormuz weigh heavy on the bloc of 11 nations, home to nearly 700 million and one of the regions worst-hit after the Iran war choked off energy supplies. (Reuters)
3. Hantavirus latest updates: Confirmed cases rise to 5 from Dutch cruise ship: Three people – a Dutch couple and a German national – have died in the outbreak on the MV Hondius. There are eight confirmed or suspected cases in total. People in three U.S. states – California, Georgia and Arizona – were being monitored for possible infections, though none had shown signs of illness. In the three confirmed cases on the cruise ship, the patients tested positive for the Andes strain, which can be transmitted among people. (Yahoo)
-US Events-
1. Tennessee unveils new congressional map poised to erase Dem seat: Tennessee’s new map aims to draw the state’s lone Democratic congressional representative — Rep. Steve Cohen — out of his Memphis-area seat by splitting up majority-Black Shelby County. (Politico)
2. JD Vance Reveals SNAP Fraud Including Benefits to 186,000 Dead People: Speaking in Des Moines on May 5, Vance announced his task force uncovered massive SNAP fraud from 29 cooperating states, including 355,000 duplicate enrollments and benefits to the deceased. (X)
3. Trump Counterterrorism Strategy: Aggressive Response, Border Security, Hemispheric Safety: The new White House Counterterrorism (CT) Strategy document looks to seize the initiative from terrorists and criminal cartels by taking aggressive action against hostile regimes, keeping America’s borders secure to minimize threats at home, and pushing malign foreign influence out of the Western Hemisphere. The new CT Strategy recognized that threats close to the American homeland are the most immediate and dangerous, so it prioritized “neutralization of hemispheric terror threats by incapacitating cartel operations until these groups are incapable of bringing their drugs, their members, and their trafficked victims into the United States.” (Breitbart) (AC-The new US counterterror strategy will directly affect military units and focus on threats a bit closer to home.)
-Regulatory and Legal-
1. Banking lobby attempts to kill Clarity Act’s stablecoin progress as markup is scheduled for next week: US banks are mounting an aggressive lobbying effort to stall the CLARITY Act, even as key US lawmakers signal a fast-tracked timeline to put the bill on the president’s desk before July 4. US banks say stablecoin-reward language still leaves loopholes, while lawmakers argue the compromise is needed to move the CLARITY Act forward. (CryptoSlate)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Why eBay Should Ignore GameStop and Use Bitcoin to Save $1.2 Billion in Transaction Costs: Ryan Cohen’s unsolicited $55.5 billion unsolicited bid to absorb eBay into GameStop has the corporate world doing a double-take. eBay’s board doesn’t need a smaller, meme-backed retailer to step in and aggressively strip its budget to find efficiency. Instead, they can look at a real-world blueprint proving that true operational efficiency isn’t found by gutting marketing, it’s found by upgrading the payment layer. By taking a page out of the broader digital asset ecosystem and looking at how legacy brand Steak ‘n Shake just revolutionized its business model, eBay can unlock a massive structural victory completely on its own terms. (BitcoinMag)
-Economic Indicators-
1. US Job Cuts Rise to 3-Month High: US-based employers announced 83,387 job cuts in April 2026, the most in three months, compared to 60,620 in March, but down 21% from the same month last year. April’s total is the third highest for an April month since 2009, with tech (33,361) announcing the most jobs, followed by warehousing (5,743) and services (4,110). Artificial Intelligence led all reasons for job cuts for the second month in a row, with 26% of total cuts. (TradingEconomics)
2. US Stocks Rise to New Records: US stocks rose on Wednesday as a potential end to the war with Iran improved the macroeconomic backdrop, while a series of strong earnings boosted AI stocks. The S&P 500 and the Nasdaq rose over 1% to new records, and the Dow added 600 points. (TradingEconomics)
-Security Concerns-
NSTR
-Technology and Science-
1. Chrome Is Quietly Installing a 4GB AI Model on Your Computer—And Putting It Back If You Delete It: Chrome silently downloads a ~4GB Gemini Nano file called weights.bin to eligible devices with no opt-in prompt, and automatically re-downloads it if deleted. This unauthorised download affects all operating systems using Chrome. (Decrypt)
2. Elon Musk's SpaceX Will Help Power Anthropic's Claude in Surprise AI Deal: Elon Musk's SpaceX/xAI signed a deal to provide Anthropic access to the Colossus 1 AI supercomputer cluster. Anthropic said the added compute power will improve capacity for Claude Pro and Claude Max users. (Decrypt)
-Bitcoin Community
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 47/100 (Up 1 pts)
Analyst Comments (AC): Some days the noise is much greater than the signal, like today. This is an opportunity to focus on those few things that do matter.
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: 948,160
DTG/ICOD: 1200Z 06May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran Ceasefire Barely Holds / French Ship Attacked in Hormuz / US Takes Lead in Oil Production / Alberta Has Signatures For Separation Vote / Vivek Gets GOP Nomination in Ohio / SF Vet in Tennessee Shoots Wife, Goes on E&E / Pratt's Ads in LA Mayor Race Strike a Chord / Coloumbian President Looks at Bitcoin Mining / Strategy Says They Could Sell / French Sequans Does Sell / Coinbase Cuts / Dollar Down, Yields Down, Stocks Up / Phone Location Data for Sale / Photos From Moon Trip Released
Market Data: Price: 1 BTC= $82,527, 17.56 oz Gold/1 BTC, 4.89 BTC/Median US House
24hr Hi: $82,792 / Lo: $80,751
Volume: $44B (Up 4%)
Mkt Cap: $1.64T (Up 2%)
Hashrate: .962 ZH/s
Avg Fee Rate: 2.0 sats/byte (Even)
---Reports---
-International Events-
1. UAE reports more attacks from Iran as US says shaky ceasefire holds: Secretary of State Marco Rubio characterized the effort to escort stranded tankers through the strait as defensive in nature. The UAE's defence ministry said its air defences were again dealing with missile and drone attacks coming from Iran yesterday. (Reuters)
2. French vessel attacked in Strait of Hormuz, several crewmembers wounded: French shipping group CMA CGM said on Wednesday that one of its vessels, the San Antonio, had been targeted in an attack while transiting the Strait of Hormuz, resulting in injuries among crew members and damage to the vessel. (JerusalemPost)
3. U.S. Becomes World’s Biggest Oil Producer During Strait of Hormuz Crisis: The United States shipped more than 250 million barrels of crude oil from its wells and storage tanks to overseas buyers over the past nine weeks, becoming a “lifeline for global consumers.” US domestic inventories are quickly depleting, with total oil and fuel stockpiles drawing down for four straight weeks to below historical averages. Meanwhile, America’s oil producers are struggling to keep up,” Bloomberg said. (Breitbart)
4. Alberta separatists say they have enough signatures for referendum on leaving Canada: The Stay Free Alberta group said Monday it formally submitted almost 302,000 signatures after needing 178,000 names to force the province to consider such a ballot measure. The question of separation could go on a province-wide ballot as early as October. A "yes" vote would not trigger independence automatically, as negotiations with the federal government would have to take place. (Fox)
-US Events-
1. Vivek Ramaswamy wins GOP nomination for governor in Ohio: Vivek Ramaswamy won Ohio's Republican primary for governor, defeating Casey Putsch, NBC News projects; he advances to face Democrat Amy Acton, who secured her party's nomination unopposed. (GroundNews)
2. A special forces veteran is accused of shooting his wife and fleeing. A blurry trail camera photo is his last sighting: A blurry photo captured by a trail camera is the last known sighting of Craig Berry, a special forces veteran who is now at the center of a manhunt after he was accused of trying to kill his wife. The shooting happened in the northern Tennessee city of Dover, just south of the Kentucky border. Following the shooting, Berry returned home, changed into camouflage clothing and is believed to have gotten ahold of more ammunition, (CNN) (AC-'Rambo' part 6?)
3. Spencer Pratt's AI Ads Shake Up LA Mayoral Race: Pratt launched his nonpartisan bid in January 2026 after wildfires razed his Pacific Palisades home, blaming Mayor Karen Bass for a sluggish response amid rising homelessness, crime, and business flight. His high-production videos by Menace Studio have drawn millions of views, praise from figures like Jeb Bush and Clay Travis, and a fundraising surge to over $539,000—topping Bass since January. An April UCLA poll shows Bass at 25%, Pratt at 11%, and 40% undecided in the crowded June 2 primary, where the top two advance to November. (X) (AC- If you haven't seen these ads, it's worth looking up.)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
1. Colombian president says Bitcoin mining could transform country's Caribbean coast: Colombia's President Gustavo Petro said the nation’s Caribbean coast has the potential to become a Bitcoin mining hub. Petro said the Caribbean cities of Barranquilla, Santa Marta and Riohacha could host Bitcoin (BTC) mining facilities and tap the country’s clean energy sources, following a path similar to Venezuela and Paraguay in recent years. (CoinTelegraph)
-Institutional Concerns-
1. Strategy Mulls Selling Bitcoin to 'Inoculate the Market': Strategy Inc. dropped its longstanding "never sell" Bitcoin pledge on Tuesday, telling investors it would offload BTC when doing so is "advantageous to the company,” a reversal five years in the making that analysts say matters far more as a confidence signal than as a supply shock. (Decrypt)
2. Sequans Sells Half Its Bitcoin Holdings as Revenue Falls and Losses Mount: Paris-based Sequans Communications sold 1,025 bitcoin during the first quarter of 2026, cutting its digital asset reserves nearly in half as the IoT semiconductor maker grappled with declining revenue and mounting losses tied to a treasury strategy that has turned from ambitious to burdensome. (BitcoinMag)
3. Coinbase Cuts 14% of Workforce, Signals AI-Driven Future: Coinbase CEO Brian Armstrong took to Twitter to announce that Coinbase will cut 14% of its workforce as part of a shift toward an AI-driven operating model. (BitcoinMag)
-Economic Indicators-
1. Dollar Back to Pre-War Levels: The dollar index fell to 97.7 on Wednesday, returning to pre-war levels, as growing optimism over a potential resolution to the conflict with Iran weighed on the currency. (TradingEconomics)
2. Treasury Yields Fall Sharply: The yield on the US 10-year Treasury note fell around 7bps to 4.34% on Wednesday, extending a 2bps decline in the previous session, as a sharp drop in oil prices eased inflation concerns. (TradingEconomics)
3. S&P 500 & Nasdaq Hit New Records: US equities climbed to new highs on Tuesday, buoyed by corporate results and retreat in energy prices that eased concerns about a sharper uptick in inflation this year. The S&P 500 gained 0.8% and the Nasdaq advanced 1.2%, both reaching record levels, while the Dow closed up 0.8%.(TradingEconomics)
-Security Concerns-
1. FTC bans data broker Kochava from selling sensitive location info: The Federal Trade Commission (FTC) and data broker Kochava said they agreed to a settlement in which the company and its subsidiary Collective Data Solutions would be blocked from selling, sharing or disclosing sensitive location data without consumers’ explicit consent. The FTC has said that Kochava sold precise geolocation data showing consumers visiting houses of worship and health care clinics without their consent or awareness, an alleged violation of a law barring companies from engaging in unfair and deceptive practices. (RecordedFuture) (AC-It's bad enough to assume government access to your phone's location, but to see your data for sale to the highest bidder is troubling.)
-Technology and Science-
1. NASA released thousands more photos from Artemis II: The collection of more than 12,000 images includes new views and up-close shots not previously seen from the flight. Among the photos are dramatic perspectives of the moon’s rugged, pockmarked surface, showing its countless craters, along with portraits of Earth winking in the distance during the astronauts’ lunar flyby. (NBC)
-Bitcoin Community
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 46/100 (Down 4 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 948,021
DTG/ICOD: 1200Z 05May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Ukraine Drones Strike Russian Oil Tankers / Hantavirus Cruise Ship Stuck at Sea / Blackmarket Russian Oil in Demand, OPEC Opens Up / SCOTUS Says Voting Decision Effective Immediately / Two US Troops Missing in Morrocco / SOF Debuts Seaborne Drone in Southeast Asia / Canada, 1st To Allow Bitcoin ATMs, Wants Them Gone / CLARITY Fight Expands / BTC ETFs Up / Institutions Nab 500% of Mined BTC / Stocks Flat, Yields Up / Pentago All-In on AI Deals / Senate Committee Wants Child Protections on AI / Bitcoin TV Debuts
Market Data: Price: 1 BTC= $80,993, 17.75 oz Gold/1 BTC, 5.36 BTC/Median US House
24hr Hi: $81,288 / Lo: $78,506
Volume: $42B (Down 1%)
Mkt Cap: $1.61T (Up 3%)
Hashrate: .952 ZH/s
Avg Fee Rate: 2.0 sats/byte (Even)
---Reports---
-International Events-
1. Ukrainian drones hit Russia's Primorsk port, oil tankers and military ships: the strikes had caused significant damage to the oil terminal port. They also hit an oil tanker, a small Russian Karakurt-class missile ship and a patrol boat in the Baltic Sea. Primorsk, one of Russia's largest export gateways, has capacity to handle 1 million barrels per day of oil supply. (Rueters)
2. Cruise ship outbreak leaves 3 dead as officials delay medical evacuations and probe hantavirus threat: The outbreak is linked to the m/v Hondius, a Dutch-flagged cruise ship sailing in the Atlantic Ocean off the coast of West Africa. One case of hantavirus infection has been laboratory confirmed, while five additional suspected cases are pending. Of the six people affected, three have died and one is currently in intensive care in South Africa. (Fox)
3. Russia's Oil Revenues Surge As The World Scrambles For Supply: The ongoing disruption in the Strait of Hormuz has led India and China to compete for global oil supplies, mainly from Russia, as well as Saudi Arabia. “The competition for Russian crude between India and China has been intense and will continue to be so for June-loading cargoes. OPEC+ agreed to a modest increase in oil production for June. (ZeroHedge)
-US Events-
1. US Supreme Court lets Voting Rights Act ruling take effect ahead of schedule: On Monday, the Supreme Court allowed its recent Voting Rights ruling to take effect immediately, bypassing the standard 32-day waiting period for Louisiana to redraw congressional maps. The Court's April 29 6-3 decision struck down Louisiana's map as an "unconstitutional gerrymander". (GroundNews)
2. Search underway for 2 U.S. service members missing amid training exercise in Morocco: the soldiers were last seen near ocean cliffs near the Cap Draa Training Area. Initial reports indicate they may have fallen into the ocean, the official said. It is believed the incident may have been a hiking accident, and no foul play is suspected. (CBS)
3. Green Berets Deploy Ship-Killing Drone in Luzon Strait Maritime Strike Exercise: U.S. Army Green Berets with the 1st Special Forces Group (Airborne) controlled the explosive-laden drone and other unmanned maritime systems from Batan Island, one of several territories that make up the Batanes archipelago near Taiwan. The drones used were derived or sourced from the Armed Forces of Ukraine’s Magura class of USVs. (USNINews)
-Regulatory and Legal-
1. Canada wants to ban crypto ATMs as fraud fears turn Bitcoin access into a political target: The country that gave the world its first crypto ATMs is now preparing to eliminate them entirely. Canada has nearly 4,000 of these machines operating across the country, the highest concentration per capita in the world. And the federal government's Spring Economic Update 2026 has proposed banning them outright. Canadians reported losing more than $704 million to fraud in 2025, bringing total reported losses since 2022 to over $2.4 billion. (CryptoSlate)
2. Crypto Clarity rules may be delayed because Congress is somehow stuck arguing over housing: Lawmakers still need to resolve software developer safe harbor language and a Republican holdout tied to unrelated housing legislation to give a markup to the CLARITY Act. Banks feared issuers paying yield on idle balances would pull deposits out of the traditional system, while crypto firms wanted yield as a product feature. The compromise resolved that dispute by separating activity-based rewards from passive accumulation. (CyrptoSlate)
-CBDCs/World Currencies/Strategic Reserves-
1. Crypto fight at center of FISA extension poised to escalate: While the House initially passed a bill that included the ban, it ultimately punted on passing a Senate measure extending Section 702 without a CBDC provision ahead of an April 30 deadline. Rep. Eric Burlison (R-Mo.) told The Hill earlier this month that “FISA’s the perfect vehicle” to include a CBDC ban. “A central bank digital currency is the ultimate spy tool or power grab from the federal government. If they can control what you can buy and what you can’t buy, that’s — that’s the ultimate [tool],” Burlison said. (WPRI)
-Institutional Concerns-
1. US spot bitcoin ETFs draw $532 million as inflows extend to a third day: BlackRock’s IBIT and Fidelity’s FBTC accounted for around $520 million of the total, with 10 of 13 funds posting zero flows and no outflows recorded. (TheBlock)
2. Bitcoin Supply Squeeze? Institutions Absorbing 500% Of New BTC: “Institutions are slurping up 500%+ of Bitcoin’s daily mined supply,” noted Capriole Investments founder Charles Edwards. (Bitcoinist)
-Economic Indicators-
1. US Stocks End Lower as Dow Slides Over 500 Points: US stocks closed lower on Monday, with the S&P 500 slipping 0.4% and the Nasdaq falling 0.2%, pulling back from record highs reached in the previous session. The Dow Jones dropped 557 points. The decline was driven by a renewed surge in oil prices as tensions in the Middle East escalated, heightening concerns about inflation. (TradingEconomics)
2. US 10-Year Treasury Note Hits 9-Month High: The yield on the US 10-year Treasury note rose to 4.456% on Monday, the highest since July 2025 as tensions in the Middle East escalated pushing oil prices higher again. (TradingEconomics)
-Security Concerns-
NSTR
-Technology and Science-
1. Pentagon Signs AI Deals With Google, OpenAI, Nvidia, Microsoft, Amazon and SpaceX: The AI systems will operate on classified networks at the highest security levels. The Pentagon's internal AI platform shows rapid early adoption across the department. (Decrypt)
2. Senate Judiciary advances bill that would bar minors from interacting with AI companions: The Senate Judiciary Committee on Thursday advanced a bill that would bar artificial intelligence companies from letting children use AI companions. The bill, known as the GUARD Act, also requires that AI chatbots advise users of all ages that they are not human and lack professional credentials. It also makes it a crime for AI companions to knowingly ask kids for sexual content or to produce it. (TheRecord)
-Bitcoin Community
1. Bitcoin Magazine Announces BM TV, a Daily Market Broadcast Set for Summer 2026 Launch: Bitcoin Magazine announced BM TV, a daily live broadcast network focused on Bitcoin markets, macroeconomics, geopolitics, and frontier technology. The network is scheduled to begin broadcasts in Summer 2026 from Nashville, Tennessee. The program will air Monday through Friday from 9:30 to 11:30 AM Eastern Time, aligned with the U.S. market open. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 50/100 (Up 24 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: 947,421
DTG/ICOD: 1200Z 01May2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Hezbollah Starts Using Fiber Drones / Knife Attack Against Jews in London / Aussie Vigilantes Capture Girl Killer, Meet Out Justice and Riot / Senate Passes Funding For Coast Guard / Fight Results in Stabbings in Tacoma High School / Senate Prohibits Prediction Bets For Legislators, Staff / Brazil Says No Crypto For Global Trade / X Users Mute 'Crypto' The Most / Stocks Boom / North Korea Rakes in Most Via Crypto Hacks / Joint Global Law Enforement Nab Crypto Scammers / New Security Settings For ChatGPT
Market Data: Price: 1 BTC= $77,586, 16.91 oz Gold/1 BTC, 5.56 BTC/Median US House
24hr Hi: $77,574 / Lo: $76,069
Volume: $31B (Down 17%)
Mkt Cap: $1.55T (Up 1%)
Hashrate: .948 ZH/s
Avg Fee Rate: 2.0 sats/byte (Down 1 Sats)
---Reports---
-International Events-
1. Hezbollah adopts a new weapon: Fiber-optic drones, used widely in the war in Ukraine: Drones killed an Israeli soldier in southern Lebanon and injured at least a dozen others in northern Israel on Thursday, two seriously. A soldier and defense contractor were killed in Lebanon earlier this week. (NBC)
2. London assailant charged with attempted murder over terror stabbing of two Jews: Essa Suleiman also charged with attempted murder in an unrelated incident on the same day; report reveals he was imprisoned in 2008 for stabbing a police officer and his dog. The Somalia-born British citizen is suspected of stabbing Shloime Rand, 34, and Moshe Shine, 76, in an attack on Wednesday in the heavily Jewish neighborhood of Golders Green, in north London. (TimesOfIsrael)
3. Fury over young girl’s killing sparks vigilante justice and violent clashes with police in Australia: Violent crowds clashed with police outside a hospital in a remote Australian outback town Thursday night as they demanded authorities hand over an accused child-killer. Dramatic footage showed police officers dodging rocks and sticks while rioters smashed police cars and set a police van on fire. Jefferson Lewis, 47, was arrested Thursday for the alleged murder of a five-year-old girl now known as Kumanjayi Little Baby. It wasn’t police who tracked down Lewis, but an angry crowd, who officers found beating the accused killer in an act of “vigilante justice.” (CNN)
-US Events-
1. House approves Senate bill to fund DHS, including the Coast Guard: The House on Thursday unanimously approved a Senate-passed bill to fund most of the Department of Homeland Security, ending the 76-day shutdown. The bill to fund the department was approved by voice vote and now goes to President Donald Trump for his signature. The department has been shut down since Feb. 14, making it the longest partial government shutdown in U.S. history. (StarsAndStripes)
2. Blackburn calls for Tennessee lawmakers to draw all-GOP map: Sen. Marsha Blackburn (R-Tenn.) wants Tennessee to be the next stop on the redistricting front, calling on state lawmakers to draw new congressional lines that would wholly favor Republicans. Republicans currently hold eight of nine House seats in Tennessee’s congressional delegation. Blackburn’s proposal would target the Memphis-based seat held by Democrat Steve Cohen, who handily won reelection in 2024 with 71 percent of the vote. (TheHill)
3. Students stabbed inside Washington state high school as police respond to chaotic scene: At least six people were injured after a stabbing incident at Foss High School in Tacoma, Washington, Thursday, prompting a massive emergency response as victims were rushed to nearby hospitals. "So basically, this one guy, he took somebody’s vape pen, and they didn’t like that, so they were going to jump him — or they did, I think. And he had a knife, and he shanked four kids and one adult," a student told FOX 13. (Fox)
-Regulatory and Legal-
1. Senate Votes to Ban Senators and Staff From Using Prediction Markets: The Senate resolution prohibits senators and their staff from participating in prediction markets where users can bet on political outcomes, policy decisions, and other events that lawmakers may have advance knowledge of through their official duties. (Decrypt)
2. Brazil central bank prohibits crypto use in regulated cross-border payments under new FX rules: The measure does not ban crypto transfers outright in Brazil. Rather, it removes digital assets, including stablecoins, from the country's regulated framework, underscoring the central bank's intent to keep international transfers within monitored foreign exchange channels. (TheBlock)
3. Crypto is the most “muted” term on X as public splits between believers and avoiders: According to X product executive Nikita Bier, crypto ranked as the most-snoozed topic since the platform began rolling out topic snoozing for Premium subscribers. It came ahead of politics, sports, business and finance, artificial intelligence, gaming, and entertainment. (CryptoSlate)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. S&P 500, Nasdaq Post Strongest Monthly Gains Since 2020: US stocks rose on Thursday, with the S&P 500 and Nasdaq recording their biggest monthly gains since 2020, as strong earnings overshadowed oil supply concerns. The S&P 500 advanced 1% to 7,209, while the Nasdaq climbed 0.9% to 27,430, both hitting intraday highs. The Dow Jones surged 790 points, finishing the month up over 7%, its strongest performance since November 2024. (TradingEconomics)
2. US Mortgage Rate Rebounds: The average rate on a 30-year fixed mortgage rose by 7bps from the previous week to 6.30% as of April 30th, the first weekly increase in one month, according to data compiled by Freddie Mac. (TradingEconomics)
-Security Concerns-
1. North Korean Hackers Have Stolen $6 Billion in Crypto—Including 76% of 2026's Spoils: North Korea stole 76% of all crypto hack value so far in 2026 with just two April attacks totaling $577 million. One hack used months of social engineering; the other exploited a single-point verification flaw in a blockchain bridge. (Decrypt)
2. Global Crypto Pig-Butchering Crackdown: US, UAE, And China Bust 9 Scam Centers: The US Department of Justice (DOJ) announced that an unprecedented collaboration between the FBI, the Dubai Police Department, and the Chinese Ministry of Public Security had led to the crackdown of at least nine crypto scam centers targeting Americans. The international crackdown was led by the Dubai Police, under the UAE Ministry of Interior, which arrested 275 individuals last week, including three people charged in the Southern District of California with federal wire fraud and money laundering charges. Meanwhile, the Royal Thai Police arrested an additional person, bringing the total of detentions to 276. (Bitcoinist)
-Technology and Science-
1. OpenAI Rolls Out Advanced Account Security for ChatGPT Users: OpenAI on Thursday introduced Advanced Account Security, a new opt-in setting for ChatGPT designed for users who want stronger protection or face higher risks of digital attacks. The new feature applies to ChatGPT and Codex accounts using the same login and requires passkeys or physical security keys instead of passwords, while limiting account recovery to backup passkeys, security keys, or recovery keys, and removing email and SMS options. That means OpenAI cannot assist with account recovery if those methods are unavailable. (Decrypt)
-Bitcoin Community
1. The US Bitcoin Conference will be in Nashville next year. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 26/100 (Down 3 pts)
Analyst Comments (AC): With 'Crypto' so prevelant in the headlines today, it's good to remember that crypto is a term that DOES NOT include Bitcoin, even though the less informed often conflate the two. There is a world of difference.
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: 947,023
DTG/ICOD: 1200Z 28Apr2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran Peace Plan Panned / Russian Yacht Gets Through Strait / Columbia Violence Increases Over Election / Attacker Charged With Attempted Assasination / New Jersey Police Find Missing Drones / Trump Sacks Science Board / DOJ Says Coding Isn't Crime, Unless Criminal Intent / BTC ETFs Chill / Block Reveals 9K BTC Stash / Yields Up, Stocks Up / Web Pages Hide AI Injects / SCOTUS Hints At Location Data Warrant Requirement / NASA Want Moon Drones
Market Data: Price: 1 BTC= $76,213, 16.65 oz Gold/1 BTC, 5.65 BTC/Median US House
24hr Hi: $78,270 / Lo: $76,129
Volume: $35B (Up 8%)
Mkt Cap: $1.52T (Down 2%)
Hashrate: .946 ZH/s
Avg Fee Rate: 2.0 sats/byte (Up 1 Sat)
---Reports---
-International Events-
1. Trump reviews peace plan; UN calls for Hormuz to reopen: Dozens of nations have called for the “urgent and unimpeded reopening” of the Strait of Hormuz, with UN chief Antonio Guterres warning that the US-Iran standoff in the waterway risks triggering a global food emergency.(AlJazeera)
2. Russian superyacht sails through Strait of Hormuz despite blockade: The 142m-long (465 feet) Nord luxury boat, linked to sanctioned Russian billionaire Alexey Mordashov, travelled from Dubai to Muscat, Oman over the weekend, one of a few private vessels to transit through the strait in recent months. Russian President Vladimir Putin hosted an Iranian delegation in St Petersburg on Monday, where Iranian Foreign Minister Abbas Araghchi hailed their "strategic relationship". (BBC)
3. Violence escalates in Colombia with dozens of attacks before presidential vote: A spate of attacks against civilians and military bases in Colombia’s southwestern region has raised security concerns as the country heads to a May presidential election in which crime is expected to be one of the top voter concerns. Rebel groups have staged 26 attacks with explosives and drones since Friday. (AP)
-US Events-
1. White House correspondents' dinner suspect charged with attempting to assassinate Trump: Authorities identified the suspect as Cole Tomas Allen, a 31-year-old part-time teacher from California; Allen, armed with multiple firearms and knives, shot one Secret Service agent who was treated and released from the hospital Sunday. Experts analyzing Allen's manifesto found he distorted Christian theological traditions to justify political violence; while he cited Scripture to claim a "moral obligation to resist unjust authority," ethicists argue his individualized interpretation fundamentally misrepresented the Gospel's call for nonviolence. (GroundNews)
2. New Jersey Police Recover 15 Stolen Chemical-Spraying Drones: The Ceres Air C31 drones, each ATV-sized and able to spray 40 gallons over 15 square miles, disappeared from CAC International in Harrison on March 24, worth nearly $870,000. Police recovered them on April 27 in a Dover warehouse owned by Prudent Corporation, likely taken by a fake delivery driver. The investigation continues with federal help, and authorities seek tips on the motive. (X)
3. Trump administration fires entire National Science Board: President Donald Trump's administration has terminated the entire National Science Board of more than 20 members, two fired members of the board said on Monday. The majority of the board members were academics. It also had representation from national labs, non-profits and the industry. (Reuters)
-Regulatory and Legal-
1. DOJ Says Crypto Code Alone Isn’t Crime, But Roman Storm Case Still Looms: Speaking at the Bitcoin 2026 conference in Las Vegas, Todd Blanche told the crypto industry that the DOJ had moved away from what he characterized as prosecutions aimed at software developers merely for building tools later used by third parties. Storm’s defense argues that the Southern District of New York’s case against him is precisely the kind of precedent that threatens developers, especially if prosecutors can treat software authorship and protocol involvement as the basis for criminal exposure when third parties misuse a tool. (Bitcoinist)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin ETF outflows snap nine-day streak ahead of FOMC: Bitcoin fell back below $77,000 on Tuesday after U.S. spot bitcoin exchange-traded funds recorded $263.2 million in net outflows on April 27, ending a nine-day inflow streak, (TheBlock)
2. Jack Dorsey's Block nears 9,000 bitcoin ($2.2B) in treasury after Q1 addition: The firm added 114 BTC to its corporate treasury, for a total of 8,997 BTC, and said it plans to issue regular third-party reports. (CoinDesk)
-Economic Indicators-
1. US 10-Year Treasury Yield Near 1-Month High: The yield on the US 10-year Treasury note edged up to 4.35% on Tuesday, the highest level in about a month, as ongoing uncertainty in the Middle East and rising oil prices rekindled fears of an inflationary spiral. (TradingEconomics)
2. S&P and Nasdaq Hit New Records: The S&P 500 rose 0.1% to close at a record 7173.9, while the Nasdaq gained 0.2% to reach a fresh high of 24887 on Monday. The Dow Jones however, fell 63 points. (TradingEconomics)
-Security Concerns-
1. Malicious Web Pages Are Hijacking AI Agents, And Some Are Going After Your PayPal: Google documented a 32% surge in malicious indirect prompt injection attacks between November 2025 and February 2026, targeting AI agents browsing the web. Attackers embed instructions in a web page in ways invisible to humans: text shrunk to a single pixel, text drained to near-transparency, content hidden in HTML comment sections, or commands buried in page metadata. The AI reads the full HTML. The human sees nothing. (Decrypt)
2. Supreme Court signals location data searches should require a warrant: The Supreme Court signaled during oral arguments Monday that it is likely to rule that police sweeps of all cell phones located in an area surrounding a crime scene qualify as a Fourth Amendment protected search and therefore require a warrant. (RecordedFuture)
-Technology and Science-
1. NASA wants to use a fleet of MoonFall drones to scout the lunar south pole: 'We believe we can do it': MoonFall involves the release of four camera and sensor-laden "drones" over a still-to-be-selected site at the lunar south pole, Baker said. "Our goal is that each drone can cover a range of roughly 30 miles," he said, "and get that done by the end of 2028." (Space(.)com)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 33/100 (Down 14 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