📷 BTC Daily Intelligence Bulletin (DIB)
Block: 932,377
DTG/ICOD: 1200Z 15Jan2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran Attack on Hold / Greenland Issue Worries EU / Senate Keeps Trump Options Open on Venezuela / China Surpasses Russia on Nuke Subs / US Freezes Visas from 75 Countries / ICE Shoots Venezuelan in Minneapolis / US Sailor Sentenced in China Espionage Case / CLARITY Act Future is Not Clear / US Bitcoin Mining Down / BOA Spreads FUD on Stablecoin Interest / Lemon App Uses Bitcoin Collateral in Argentina / Stocks Drop / Verizon Outage Raises Eyebrows / NASA Has First Medical Evacuation From Space / CA DA Targets Grok / New Tariffs on AI Chips / HRF Funds 22 Freedom Tech Projects / Bitdeer Overtakes Marathon
Market Data: Price: 1 BTC= $96,874, 21.30 oz Gold, .22 Median US House
24hr Hi: $97,860 / Lo: $94,849
Volume: 60B (Down 2%)
Mkt Cap: $1.93T (Up 2%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Iran Protests and US Tensions: Iranian authorities temporarily closed airspace amid threats of US military action following a violent crackdown on protests, but reopened it after assurances to President Trump that executions would halt. Human rights groups report thousands killed or detained, with Tehran denying plans for mass hangings while promising retaliation against the US and Israel. Trump indicated the "killing has stopped" based on unnamed sources, though tensions remain high with Kurdish fighters allegedly exploiting the chaos. (BBC)
2. US Push for Greenland Control: President Trump insisted Greenland is crucial for US national security after talks with Denmark, where officials cited a "fundamental disagreement" on the issue. NATO allies, including Germany, are deploying troops to the Arctic island amid Chinese aggression concerns, though a Reuters/Ipsos poll shows only one in five Americans support acquisition efforts. Denmark maintains its position against US control, potentially straining alliances. (TheGuardian)
3. Venezuela War Powers Resolution Blocked: Senate Republicans blocked a war powers resolution restricting military action in Venezuela, with Vice President Vance casting the tiebreaking vote. The bipartisan measure aimed to limit Trump's options amid prisoner releases and a $500 million US oil deal. (Axios)
4. China has surpassed Russia to become the world’s second largest operator of nuclear powered submarines. A 2026 assessment estimates China now fields around 32 active nuclear submarines, surpassing Russia’s 25 to 28 boats. The US continues to dominate the undersea domain, holding the top position with approximately 71 nuclear powered submarines. The global balance beneath the oceans is shifting, and the strategic implications are growing fast. (DefenseIntel)
-US Events-
1. U.S. freezes new immigrant visas for 75 countries: The U.S. State Department announced Wednesday it will pause issuing immigrant visas to citizens of 75 countries over concerns that they may rely on public assistance in the future. The list, which includes U.S. allies and adversaries, alongside several top destinations for American travelers, was later posted on U.S. State Department’s website. It will remain in effect “until the U.S. can ensure that new immigrants will not extract wealth from the American people,” the website states. (CNBC)
2. ICE officer shoots Venezuelan immigrant in Minneapolis: A federal officer in the United States has shot a Venezuelan man in the leg in Minneapolis, Minnesota. Officials say officers had tried to stop a car to arrest the man and opened fire after two people attacked one of them with a “snow shovel and broom handle”. (AlJazeera)
3. US Navy Sailor Sentenced To Nearly 17 Years In Prison For Selling Military Secrets To China: Wei Jinchao, also known as Patrick Wei, was arrested on espionage charges in August 2023 after reporting for duty aboard the USS Essex, an amphibious assault ship based in San Diego. Wei, a naturalized U.S. citizen, was convicted by a federal jury in San Diego of espionage and five other criminal counts. “Defendant compromised the U.S. Navy’s entire fleet of amphibious assault ships by sending the Chinese Government thousands of pages of technical information about the fleet’s complex ship systems and how the U.S. Navy operates and maintains those systems.” (ZeroHedge)
-Regulatory and Legal-
1. Senate Banking Committee Delays Markup of Key Crypto Bill as Industry Support Frays: Announced late Wednesday, Senate Banking Committee Chair Tim Scott issued a statement saying he had spoken with leaders across the crypto industry, the financial sector, and both parties in Congress, reaffirming that negotiations were continuing in “good faith.” The delays also follow industry pushback drawn from a range of issues. On Wednesday, Coinbase withdrew its support for the bill ahead of the Senate’s previously expected vote, citing unresolved concerns over how parts of the legislation could affect developers and user access. (Decrypt) (AC-This battle matters and it seems everyone knows it.)
-CBDCs/World Currencies/Strategic Reserves-
1. America's Grip on Bitcoin Mining Slips, Despite Trump's Ambitions for Dominance: As of December, BlocksBridge said that Foundry USA, MARA Pool, and Luxor Technologies accounted for 35% of all Bitcoin blocks, down from more than 40% last January. America’s grip on Bitcoin mining is slipping as firms race to build out infrastructure for artificial intelligence. (Decrypt)
-Institutional Concerns-
1. Bank of America CEO warns up to $6 trillion in deposits could shift to stablecoins if allowed to pay interest: Bank of America CEO Brian Moynihan told analysts during a Wednesday earnings call that as much as $6 trillion in deposits could migrate from the U.S. banking system into stablecoins — a figure that would amount to roughly 30% to 35% of total U.S. commercial bank deposits. (TheBlock) (AC-We wouldn't want any competition, or innovation, or choices for savers, right?)
2, Argentinian Crypto App Lemon Launches Bitcoin-Backed Credit Card: The new Bitcoin-backed Visa credit card allows access to financing in pesos without having to sell or convert their BTC holdings. Per the exchange website, the user deposits 0.01 bitcoin as collateral – currently over $900 in value – and gets a credit card in pesos with a pre-assigned limit of $1,000,000. This way, Bitcoin is only held as collateral, and is neither sold nor converted. (CryptoNews)
-Economic Indicators-
1. US Stocks Extend Losses as Tech and Banks Slide: Stocks in the US fell for a second straight session on Wednesday, pulling back from record highs as investors weighed early earnings, mixed economic data, and escalating geopolitical risks. The S&P 500 slid about 0.5%, the Nasdaq led declines with a 1% drop, and the Dow fell roughly 42 points, dragged down by weakness in technology and financial shares. (TradingEconomics)
-Security Concerns-
1. Verizon Suffers Major Service Disruption Impacting Voice and Data for Customers Throughout the Country: The disruption began around noon Eastern Time and persisted well into the afternoon, affecting customers primarily in major metropolitan areas along the eastern seaboard. The outage seems to be hitting customers in major cities across the country, although other customers report no problems. The cities experiencing the highest concentration of problems included Boston, New York, and Washington DC. (Breitbart)
-Technology and Science-
1. Four Astronauts Splash Down Back on Earth After NASA’s First ISS Medical Evacuation: After a crewmember fell ill on January 7, NASA canceled a January 8 spacewalk and expedited the crew's return in its first-ever medical evacuation. With Crew-11 returned early, the ISS now has three crew members and NASA said it cannot perform spacewalks until a fresh crew arrives, while NASA and SpaceX try to move up the next launch targeted for mid-February. (GroundNews)
2. California AG to probe Musk’s Grok for nonconsensual deepfakes: Attorney General Rob Bonta cited what the company calls Grok’s “spicy mode” in a press release announcing the probe. In addition to “undressing” women, Grok has also been used to distort images of children, including by reportedly producing what a Bonta press release called “photorealistic images of children engaged in sexual activity.” (RecordedFuture) (AC-CA is pulling up alongside the EU on this one.)
3. Trump Imposes 25% Tariff on Imports of Some AI Chips: US President Donald Trump on Wednesday imposed a 25% tariff on certain AI chips, such as Nvidia’s H200 AI processor and a similar semiconductor from AMD, the MI325X, under a new national security order released by the White House. (TradingEconomics)
-Bitcoin Community-
1. Human Rights Foundation Grants 1.3 Billion Satoshis to 22 Freedom Tech Projects Worldwide in Q4 2025: The funding round, disclosed today exclusively to Bitcoin Magazine, will support open-source Bitcoin development, decentralized mining infrastructure, privacy-preserving financial tools, and grassroots education initiatives across Asia, Africa, and Latin America. HRF said the projects are designed to improve the Bitcoin protocol itself while expanding access to permissionless money for dissidents, journalists, nonprofits, and ordinary citizens facing political repression. (BItcoinMag)
2. Bitdeer Becomes Largest Bitcoin Miner: Bitdeer has surpassed Marathon as the largest Bitcoin miner, managing approximately 71 EH/s compared to Marathon's 61.7 EH/s. (CoinGecko)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 61/100 (Up 13 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 935,258
DTG/ICOD: 1200Z 06Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US-Iran Nuke Talks Commence / Russian General Shot / Suicide Bomber in Pakistan Kills 31+ / FBI Gets Involved in Guthrie Search / Trump Launches Meds Website / SECTREAS Hits Back at No Crypto Regs Groups / Lummis Vies for De Minimus Exemption / First $1M Lighting Transaction / Strategy Gets Involved in Quantum Threat / Dollar Up, Stocks Down, Yields Down / Schools Using AI on School Laptops For Mental Health / OpenAI and Anthropic Battle for Enterprise Dollars / Bitcoin Miners Struggle / Core Maintainer Steps Down / Bitcoin Fear High
Market Data: Price: 1 BTC= $66,834, 13.54 oz Gold, 4.162 BTC/Median US House
24hr Hi: $70,715/ Lo: $60,074
Volume: 141B (Up 58%)
Mkt Cap: $1.34T (Down 3%)
HashRate: .914 ZH/s
Avg Fee Rate: 3.0 sats/vBtye (Even)
---Reports---
-International Events-
1. US and Iranian officials commenced indirect nuclear talks in Oman, mediated by regional diplomats, amid heightened tensions following Iran's crackdown on protests and US military buildup in the Middle East. The discussions aim to address Iran's uranium enrichment program and ballistic missile activities, with both sides expressing cautious optimism for progress on nuclear issues but pessimism on broader demands. Iranian state media reported the seizure of two foreign oil tankers in the Persian Gulf during the talks. (Reuters)
2. A senior Russian military general, Vladimir Alekseyev, was shot multiple times and hospitalized in critical condition in Moscow, in what authorities described as the latest attack on top military leaders. The Kremlin stated President Putin was briefed on the incident, with investigations underway. (NBC)
3. At least 31 killed in Islamabad mosque explosion: At least 31 people have been killed and 169 injured after an explosion at a Shiite Muslim mosque in Pakistan’s capital Islamabad on Friday, authorities said. Internal investigations suggest that Pakistan’s Taliban, or Tehrik-i-Taliban Pakistan (TTP), was behind the suicide attack, (CNN)
-US Events-
1. The disappearance of Nancy Guthrie, mother of NBC host Savannah Guthrie, entered its sixth day with the FBI offering a $50,000 | 0.73 BTC reward and authorities arresting an individual for posing as a ransom demander. Family members issued a video plea for her safe return, and police believe she is still alive based on evidence including a timeline and impostor communications. (Fox)
2. President Trump launched TrumpRx.gov, a direct-to-consumer prescription drug website offering over 40 medications at discounted prices, including weight loss drugs, as part of efforts to lower healthcare costs. The platform reflects the administration's push for affordable pharmaceuticals amid ongoing policy reforms. Initial listings include generics and branded options with steep reductions. (WaPo)
-Regulatory and Legal-
1. Treasury Secretary: Crypto 'Nihilists' Who Say They Don't Need Clarity Act 'Should Move to El Salvador': “There seems to be a nihilist group in the industry who would prefer no regulation over this very good regulation,” Bessent said. Coinbase CEO Brian Armstrong said at the time that the company would “rather have no bill than a bad bill.” Coinbase has since returned to negotiations on the bill, but continues to insist the legislation must allow for stablecoins—crypto tokens pegged to the value of the dollar—to generate interest for holders. The banking lobby has furiously protested that ask, warning it could destabilize the U.S. banking system and lead to deposit flight, particularly at the community bank level. (Decrypt)
2. Senator Lummis to Work With Treasury on Bitcoin Tax Guidance, Hints At Potential Exemption: Lummis also raised questions about digital asset taxation, particularly the treatment of small transactions — known as de minimis — and the calculation of capital gains for users with mixed portfolios of Bitcoin purchased at different prices over time. Bessent acknowledged the complexity of the issue and offered to have the Treasury’s Office of Tax Policy work with Lummis’ team to provide guidance. (BitcoinMag) (AC- Imagine what a complete tax exemption on Bitcoin cap gains would do, but a de minimus exemption is a start in the right direction.)
-CBDCs/World Currencies/Strategic Reserves-
1. Bitcoin’s Lightning Network clears record $1M | 15.05 BTC transfer to Kraken: Secure Digital Markets (SDM) completed a $1 million | 15.05 BTC Bitcoin transaction via the Lightning Network on January 28 in a pilot project with cryptocurrency exchange Kraken, the companies announced. The transaction represents the largest Lightning payment ever publicly recorded, according to the companies. The payment settled almost instantly with minimal fees. (CryptoNews)
-Institutional Concerns-
1. Strategy to initiate a bitcoin security program addressing quantum uncertainty: Strategy, the largest corporate holder of bitcoin, plans to initiate a bitcoin security program to coordinate with the global cyber, crypto, and bitcoin security community. The company addressed growing discussion around quantum risk and reaffirmed its commitment to bitcoin security, framing quantum not as an immediate threat but as a future engineering challenge the network can prepare for. (CoinDesk)
-Economic Indicators-
1. Dollar Holds Near 2-Week High: The dollar index traded just below 98 on Friday, staying near a two-week high as a broad selloff in stocks, commodities, and cryptocurrencies boosted demand for the currency. (TradingEconomics)
2. US Stocks Post Heavy Losses: The S&P 500 fell 1% and the Nasdaq slid 1.1% on Thursday as a tech led pullback stretched into a third session, while the Dow also dropped 1%, with consumer discretionary and communication services among the weakest performers as investors trimmed exposure to crowded big cap positions. (TradingEconomics)
3. 10-Year Treasury Yield Falls Further: The yield on the 10-year US Treasury note fell below the 4.2% mark, the lowest in three weeks, as a batch of soft labor data supported the outlook of multiple rate cuts by the Federal Reserve this week. (TradingEconomics)
-Security Concerns-
1. Houston-area schools are using AI tools to watch for mental health red flags. Experts are worried: While online monitoring systems are standard for school-issued devices, districts across Houston and Texas have signed contracts with technology companies like GoGuardian and Lightspeed Systems. They offer features aimed at detecting self-harm behavior by scanning what students type on their school-issued laptops and alerting school officials when the software detects red flags. But the problem with these tools, experts say, is that they often misidentify harmless online searches by students as dangerous behavior. Even if they don't actually send a message or search, what they type on school computers can trigger alerts that lead to disciplinary action, a call home to parents or even a visit from law enforcement. (HoustonCronicle)
-Technology and Science-
1. OpenAI and Anthropic Roll Out Rival AI Models as Competition for Enterprise Heats Up: OpenAI and Anthropic unveiled new flagship AI models in their respective product lines within an hour of each other on Thursday, highlighting intensifying competition among leading developers to dominate enterprise software and advanced coding tools. Claude Opus 4.6 showed stronger performance on tasks tied to legal and financial reasoning, while GPT-5.3 Codex outperformed on agentic coding tests and efficiency metrics, according to figures released by both companies. (Decrypt)
-Bitcoin Community-
1. Bitcoin Miners Could Face Crisis After BTC Price Falls 50% From Peak: "High-cost miners curtail or shut down, and hash rate growth slows," Nishant Sharma said. Lagging prices also leads to consolidation, with stronger operators picking up assets from distressed firms. "In practice, there is no single cost of production because miners’ economics vary widely by power price, uptime, ASIC [mining hardware] mix, curtailment programs, and financing," he said. (Decrypt)
2. Bitcoin Core Maintainer Gloria Zhao Steps Down: Bitcoin Core maintainer Gloria Zhao stepped down and revoked her signing key. This is a routine move not affecting Bitcoin's consensus or security. (CoinGecko)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 12/100 (Down 5 pts)
Analyst Comments (AC): It's amazing to see most website headlines push Bitcoin fears to immediately suggest buying into an up-and-coming crypto project. The level of negative press on Bitcoin today is staggering. It seems almost designed, like a coordinated global effort. The 'fight you' stage is certainly not over.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 935,120
DTG/ICOD: 1200Z 05Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: START Expires After 50 Years / Trump-XI Phone Call Looks to Isolate Iran / Gaza Reignites / ICE Pullback From Minnesota / Ryan Routh Sentenced to Life / Wildfire Smoke Kills 24K Per Year in US / House Investigates World Liberty Over UAE Money / Russian Bank Makes Bitcoin-Backed Loans / SECTREAS Says He Cannot Bailout Bitcoin / BTC ETFs Continue Outflows / MSTR Stock Hurting / US Jobs Cuts Spike / Stocks Sink on AI Fear / FCC Reviews SpaceX Orbit Plans /
Market Data: Price: 1 BTC= $69,556, 14.28 oz Gold, 4.162 BTC/Median US House
24hr Hi: $76,075/ Lo: $69,062
Volume: 90B (Up 33%)
Mkt Cap: $1.39T (Down 9%)
HashRate: .912 ZH/s
Avg Fee Rate: 3.0 sats/vBtye (Up 2 sats)
---Reports---
-International Events-
1. START Expires: The last remaining nuclear arms control treaty between the United States and Russia, known as New START, expired today, removing limits on deployed strategic nuclear warheads and delivery systems for the first time in over five decades. U.S. officials confirmed no extension was negotiated, citing Russia's suspension of inspections and data sharing since 2023 amid the Ukraine conflict. Russian President Vladimir Putin stated Moscow would not initiate a new arms race but warned of potential escalation if the U.S. deploys new missiles in Europe. (AP)
2. Trump pushes Beijing to break from Tehran in phone call with Xi: Trump said he held an “excellent” phone call with his Chinese counterpart Xi Jinping on Wednesday where the pair discussed many things, from trade to the war in Ukraine. Topping the agenda of their talks was the situation in Iran, as Washington continues to urge countries to isolate Tehran. (EuroNews)
3. Israel strikes across Gaza, killing 24, and says militants attacked its soldiers: Israeli strikes pounded Gaza on Wednesday, killing at least 24 Palestinians, including two babies, according to health officials in the territory, where a fragile ceasefire is under increasing strain. Israel said it killed three militant leaders and others who posed a threat to its forces, and that some strikes came in response to a Hamas attack that seriously wounded one of its soldiers. (AP)
-US Events-
1. ICE Drawdown in Minnesota: U.S. ICE announced the immediate withdrawal of 700 officers from Minnesota on February 4, 2026, following state and local cooperation in turning over arrested immigrants. Border Czar Tom Homan stated the move allows redeployment to non-compliant areas, amid a surge in detentions under Operation Metro Surge. (USNews)
2. Man who tried to shoot Trump at a Florida golf course gets life in prison: U.S. District Judge Aileen Cannon pronounced Ryan Routh’s fate in the same Fort Pierce courtroom that erupted into chaos in September when he tried to stab himself shortly after jurors found him guilty on all counts. (AP)
3.Study ties particle pollution from wildfire smoke to 24,100 US deaths per year: The paper, published Wednesday in the journal Science Advances, found that from 2006 to 2020, long-term exposure to tiny particulates from wildfire smoke contributed to an average of 24,100 deaths a year in the lower 48 states. (AP) (AC-This is one of those 'studies' that requires discernment and grounding.)
-Regulatory and Legal-
1. House launches probe into $500 Million UAE deal linked to World Liberty Financial: Rep. Ro Khanna has launched a probe into Donald Trump-linked crypto project World Liberty Financial (WLFI) over a reported $500 million investment from an entity tied to the United Arab Emirates royal family. (TheBlock)
2. Russia’s Banking Sector Opens the Door to Bitcoin-Backed Corporate Loans: Sovcombank’s new campaign focuses on making day-to-day operations cheaper and simpler for mining companies. Eligible businesses receive free account servicing, full online banking access, and more flexible foreign exchange oversight. The more consequential step, however, is the launch of loans secured by bitcoin holdings. (CoinDoo)
3. U.S. Treasury confirms it has no authority to bail out Bitcoin: During a House Financial Services Committee hearing, California Representative Brad Sherman pressed Sec. Bessent on whether the Treasury Department could use taxpayer funds to support Bitcoin during a downturn. Bessent replied unequivocally that neither he nor the council holds that authority. (CryptoNews) (AC-Sometimes the obvious has to be said.)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Spot bitcoin ETFs register second consecutive day of outflows totaling $545 million: Despite the recent outflows, the structural footprint of the funds remains substantial. Since their launch two years ago, U.S. spot bitcoin ETFs have accumulated $54.75 billion in total net inflows. Their aggregate net assets currently represent 6.36% of bitcoin's total market capitalization. (TheBlock)
2. Strategy ($MSTR) Shares Sink Over 20% in 5 Days as Bitcoin Crashes to $72,000: MSTR shares tumbled roughly 9% on the session, dipping to intraday lows near $121.19. At current levels the stock is down roughly 15% year‑to‑date and a staggering 72% from its November 2024 peak. (BitcoinMag)
-Economic Indicators-
1. US January Job Cuts Highest Since 2009: US-based employers announced 108,435 job cuts in January 2026, the highest level since October and the largest January total since 2009, compared to 33,553 cuts announced in December. (TradingEconomics)
2. US Stocks Sharply Lower on AI Fears: US stocks sold off on Wednesday, with the S&P 500 down about 1%, the Nasdaq sliding 2.3%, and the Dow slightly higher, as technology led a broad risk-off move tied to renewed AI disruption fears and weak guidance. (TradingEconomics)
-Security Concerns-
NSTR
-Technology and Science-
1. FCC Opens Review of Elon Musk's SpaceX Plan for Orbital AI Data Centers: The Federal Communications Commission on Wednesday opened public review of a SpaceX proposal to build a non-geostationary satellite system that would move energy-intensive AI computing into orbit, potentially allowing the company to deploy up to one million data-center-style satellites to train xAI models, including Grok. (Decrypt)
2.Anthropic’s AI Tools Rattle Software Stocks, Prompt Rethink of Sector Valuations: Shares of several information and professional-services companies slid sharply this week amid Anthropic's unveiling of a legal-automation tool that rattled investors’ confidence in the sector’s long-term pricing power. The panic began after Anthropic announced 11 open-source plugins for Claude Cowork on January 30, but focused on one in particular. That included a legal plugin, which automates contract review, NDA triage, and compliance workflows. In a nutshell, it does the grunt work that keeps thousands of paralegals and junior associates employed. (Emerge)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 12/100 (Down 5 pts)
Analyst Comments (AC): For those not used to pullbacks like this in Bitcoin, perspective and deep study help the psychological pressure ease. These are the times to stack more, but to also focus on what makes life meaningful.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 934,986
DTG/ICOD: 1200Z 04Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: China Working Towards Multi-Polar World / US Carrier Shoots Down Iranian Drone / Russia-Ukraine Talks in Abu Dhabi Begin / China-Linked Biolabs Seized in Vegas and California / USG Shutdown Ends, For Now / Jill Biden's Ex-Husband Arrested for Murder / Foreign Ownership of US Stocks High / Kidnappers Want Bitcoin in AZ Case / France to Target VPNs in Name of Kid Safety / New AI Site Hires Humans / ChatGPT Has Down Day / Bitcoin Block Time Hits 20 Min, Difficulty to Drop
Market Data: Price: 1 BTC= $76,085, 15.09 oz Gold, 4.162 BTC/Median US House
24hr Hi: $78,378/ Lo: $72,897
Volume: 67B (Up 25%)
Mkt Cap: $1.5T (Even)
HashRate: .893 ZH/s
Avg Fee Rate: 1.0 sats/vBtye (Down 2 sats)
---Reports---
-International Events-
1. China's Xi calls for 'equal, multipolar world' as he meets Uruguay leader: China and Uruguay should work together to advance an "equal and orderly multipolar world", President Xi Jinping told his counterpart Yamandu Orsi on Tuesday, as their nations signed up to cooperate in areas from trade to the environment. The meeting comes in the wake of a flurry of visits to China by Western prime ministers this year, from Britain's Keir Starmer to Canada's Mark Carney and Finland's Petteri Orpo. China was the top destination for Uruguayan exports in 2025, taking agricultural products including wood pulp, soybeans and beef. (Reuters)
2. US carrier shoots down Iranian drone as tensions escalate and diplomatic talks hit a snag: A US aircraft carrier shot down an Iranian drone that “aggressively approached” the ship in the Arabian Sea on Tuesday hours before two gunboats operated by Iran’s Islamic Revolutionary Guard Corps approached a US-flagged tanker in the Strait of Hormuz and threatened to board and seize the ship, according to a US military spokesman. (CNN)
3. Russia and Ukraine envoys meet in Abu Dhabi for US-brokered talks: The planned two-day negotiations started with all three delegations present, after which negotiators were to break into groups according to topics and then meet as a full group again at the end. (AP)
-US Events-
1. Illegal Biolabs In Vegas & California Linked To Chinese National With Alleged Military-Civil Fusion Ties: Federal and local authorities are investigating suspected illegal biological laboratories in Las Vegas and California’s Central Valley linked to a Chinese national accused by Congressional investigators of ties to a PRC military-civil fusion enterprise. The FBI and Las Vegas Metropolitan Police Department executed search warrants over the weekend at two residences connected to Jiabei “Jesse” Zhu, a 62-year-old Chinese citizen already under federal indictment for operating an illegal biolab in Reedley, California that contained labeled samples of at least 20 infectious agents including HIV, tuberculosis, and “the deadliest known form of malaria.”. (Zerohedge)
2. Trump signs bill to end partial government shutdown, setting stage for next fight: In a tight floor vote, the House approved the package 217-to-214. The bill reopens much of the federal government and federal workers will receive back pay, but immigration enforcement reforms remain unresolved, setting up further negotiations as DHS funding expires next week. (GroundNews)
3. Jill Biden's Ex-Husband Charged With Murder: William Stevenson, former husband of Jill Biden, was charged with first-degree murder in the death of his current wife in Delaware. The incident involved a domestic dispute leading to fatal injuries. Stevenson entered a not guilty plea at his arraignment. (Fox)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
1. De-Dollarization Narrative Collides With Record Foreign Buying of U.S. Stocks: According to long-term flow data, foreign-held U.S. equities now account for 32.4% of total foreign-held U.S. financial assets as of late 2025. That figure stands far above the historical average of 19.3%, marking one of the strongest foreign equity allocations on record. Foreign investors are not merely holding dollars or Treasury securities. They are allocating aggressively toward U.S. equities, effectively expressing confidence in American corporate earnings, innovation, and long-term growth prospects. (CoinDoo) (AC-It's only one variable to the de-dollarization debate, but is certainly a reality check on USD FUD.)
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US Stocks Drop Further: The S&P 500 fell 0.7% after testing record highs earlier in the session, the Nasdaq 100 slid 1.4% and the Dow was down 0.3% as a sharp reappraisal of stretched tech and chip valuations drove a broad rotation. (TradingEconomics)
2. US 10-Year Yield Approaches 5-Month High: The yield on the 10-year US Treasury note rose above 4.27%, approaching the five-month high of 4.3% on January 20th. (TradingEconomics)
-Security Concerns-
1. Alleged Bitcoin Ransom Note Sent to TMZ in Case Involving 'Today' Show Host's Missing Mother: An alleged ransom note demanding Bitcoin has surfaced in the investigation into the disappearance of Nancy Guthrie, the 84-year-old mother of Today show anchor Savannah Guthrie, as authorities continue to treat the case as a suspected abduction. “One thing we should say is that we have confirmed the Bitcoin address that they've included is legit,” he said. The note also included a description of what Guthrie was wearing at the time and a damaged item in the house, TMZ said. (Decrypt)
2. France Considers Restricting VPNs to Support Under-15 Social Media Ban: France’s minister of digital affairs has revealed that the French government may consider restrictions on VPNs, in order to enforce an incoming social media ban for under-15s. (Decrypt)
-Technology and Science-
1. Crypto Dev Launches Site for AI to Hire Humans: Riding OpenClaw’s viral moment, a new startup called RentAHuman(.)ai pitches itself as the “meatspace layer” for autonomous agents—letting bots pay people to do the things software still can’t. Launched amid a surge in autonomous AI adoption, RentAHuman(.)ai is seeing explosive early interest. Within hours, hundreds of people reportedly signed up as rentable humans, including an OnlyFans model and the CEO of an AI startup, according to the crypto engineer who built the project. By Tuesday, registrations ballooned to more than 1,000, briefly crashing the site as demand overwhelmed servers. (Decrypt) (AC-Is this an indicator? Of what, exactly?)
2. ChatGPT Down: OpenAI Restores Service After Over 12,000 Reports About Elevated Error Rates: ChatGPT was down a few hours ago, and it affected people who depend on it for a living. The partial outage reached DownDetector, peaking at over 12,000 complaints. (TechTimes)
-Bitcoin Community-
1. Bitcoin mining profit crisis hits as difficulty to drop by 14% this weekend while block time spikes to 20 minutes: Early this morning, block production slowed enough that the average block time briefly spiked to 19.33 minutes. On mempool, the estimated next adjustment is a decline (Feb 8th) near 15%, and the site’s dashboard has average block time running around the 11 to 12 minute range in the current stretch. (CryptoSlate)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 17/100 (Up 3 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 934,847
DTG/ICOD: 1200Z 03Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: START to Expire / Iran Wants to Negotiate / US-India Agree to Trade Deal/ French Police Raid X Office in Paris / Clintons to Testify / DHS Officers to Wear Cameras / Deal in Sight to End Shutdown / Tether, Warsh, the Fed and Stablecoin Connections / USG Seizes Crypto From Helix Mixer / Binance $1B Mea Culpa / Stocks Boom / Notepad++ Hijacked / SpaceX Buys xAI / OpenClaw Innovates With Persistent AI / Tether Open Sources Bitcoin Mining Code /
Market Data: Price: 1 BTC= $78,372, 15.94 oz Gold, 4.162 BTC/Median US House
24hr Hi: $79,258/ Lo: $77,547
Volume: 53B (Down 29%)
Mkt Cap: $1.5T (Even)
HashRate: .882 ZH/s
Avg Fee Rate: 3.0 sats/vBtye (Up .2 sats)
---Reports---
-International Events-
1. Russia is ready for new world with no nuclear limits, senior diplomat says: Unless the two sides reach a last-minute understanding, they will be left without any constraints on their long-range strategic nuclear arsenals for the first time in more than half a century when New START expires on Thursday. "This is a new moment, a new reality - we are ready for it," Russian Deputy Foreign Minister Sergei Ryabkov. The U.S. has suggested China, the world's third largest nuclear power by warheads, should join arms control talks. Beijing has shown no willingness to do so. (Reuters)
2. Iran’s president seeks ‘fair and equitable negotiations’ with the United States: Iran’s president said Tuesday he instructed the country’s foreign minister to “pursue fair and equitable negotiations” with the United States, the first clear sign from Tehran it wants to try to negotiate as tensions remain high with Washington after the Mideast country’s bloody crackdown on nationwide protests last month. (AP)
3. Trump: India Agrees to Stop Buying Russian Oil, Enter Trade Deal with U.S: President Donald Trump announced Monday that the United States and India have reached a trade agreement and that India has committed to stop buying Russian oil. “We spoke about many things, including Trade, and ending the War with Russia and Ukraine. He agreed to stop buying Russian Oil, and to buy much more from the United States and, potentially, Venezuela,” Trump wrote. Tariff reductions for both countries were also agreed upon. (Breitbart)
4. French offices of Elon Musk’s X platform raided by Paris cybercrime unit: Both X chairman Musk and former X chief executive Linda Yaccarino have been summoned to appear at hearings in April, while X employees will be questioned as witnesses, according to the Paris prosecutor. Last week the European Commission launched a probe into X’s artificial intelligence chatbot Grok, following criticism of its ability to generate sexually explicit pictures. (CNN)
-US Events-
1. Clintons agree to testify in House Epstein investigation: Bill Clinton, former President, and Hillary Clinton, former Secretary of State, agreed to appear for depositions before the Republican-controlled House Oversight Committee, averting an immediate contempt showdown later this week. Historically, no former U.S. president has testified before Congress since 1983, with the Clintons' potential appearance in the Epstein probe being nearly unprecedented. (GroundNews)
2. Federal officers in Minneapolis to get body cameras 'effective immediately': "Effective immediately we are deploying body cameras to every officer in the field in Minneapolis," DHS Secretary Kristi Noem wrote on X on Monday. (BBC)
3. The U.S. House is set to vote on a funding bill to end a brief government shutdown, with President Trump urging no changes to secure passage. Key conservatives aligned with Trump after initial resistance, signaling a swift resolution. The deal includes extensions for ICE funding and other priorities. (NBC)
-Regulatory and Legal-
1. The Link Between Trump's Fed Pick and Tether's 'Made in America' Stablecoin: Kevin Warsh, President Donald Trump’s nominee to chair the Federal Reserve, helped shape Anchorage Digital, a key player in Tether’s efforts to gain a regulated foothold in U.S. markets. Warsh served as an advisor to Anchorage Digital for years. (decrypt)
2. U.S. Government Takes Control of $400M | 5,113 BTC in Bitcoin, Assets Tied to Helix Mixer: The U.S. government has finalized the forfeiture of over $400 million in cryptocurrency, cash, and property linked to Helix, a major darknet bitcoin mixer, following the conviction of its operator, Larry Dean Harmon. (BitcoinMag)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Binance commits to $1B | 12,777 BTC Bitcoin purchase as an implicit apology for October liquidation meltdown: The move comes wrapped in the language of trust-building: “we hold ourselves to elevated standards,” “we continually improve based on feedback,” and “we're taking another step forward.” The subtext is clear: the world's largest crypto exchange is trying to re-anchor credibility by aligning its most symbolic user-protection pool with Bitcoin, the asset it calls “the foundational asset of this ecosystem and the premier long-term store of value.” (CryptoSlate)
-Economic Indicators-
1. Dollar Steadies After 2-Day Rally: The dollar index was little changed at 97.6 on Tuesday, after surging about 1.2% over the previous two sessions, as President Trump’s nomination of Kevin Warsh as the next Fed chair and a strong ISM Manufacturing PMI pushed back expectations for swift cuts in the federal funds rate. (TradingEconomics)
2. S&P Rebounds to Record High: The S&P 500 rose 0.6% rebounding to a fresh record high on Monday, while the Dow gained 1.1% and the Nasdaq 100 advanced 0.7% as US stocks extended gains as pressure from last week’s sharp selloff in precious metals and cryptocurrencies continued to ease, allowing investors to refocus on earnings momentum and large-cap leadership. (TradingEconomics)
-Security Concerns-
1. Notepad++ hijacked by suspected state-sponsored hackers: A software update mechanism for the popular text editor Notepad++ was hijacked by suspected Chinese state-sponsored hackers, allowing them to silently redirect some users to malicious update servers, the project’s developers announced on Monday. (RecordedFuture)
-Technology and Science-
1. SpaceX acquired xAI in a deal merging Elon Musk's companies, valued at $1.25 trillion, to build orbital data centers. The merger combines space and AI capabilities for advanced infrastructure. (Reuters)
2. OpenClaw Opens the Gates for AI Agents: OpenClaw’s rise this year has been swift and unusually broad, propelling the open-source AI agent framework to roughly 147,000 GitHub stars in a matter of weeks and igniting a wave of speculation about autonomous systems, copycat projects, and early scrutiny from both scammers and security researchers. Unlike ChatGPT, which waits for prompts, OpenClaw agents persist. They wake on a schedule, store memory locally, and execute multi-step tasks autonomously. This persistence is the real innovation. (Decrypt)
-Bitcoin Community-
1. Tether launches open-source Bitcoin mining OS to challenge proprietary software: The stablecoin issuer said Monday it has open-sourced MiningOS, or MOS, an operating system designed to manage, monitor, and automate bitcoin mining operations across deployments ranging from small home setups to large industrial sites. Per Tether, MOS is built around a modular, peer-to-peer architecture that allows operators to manage mining activity without relying on centralized services. (TheBlock)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 17/100 (Up 3 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 934,728
DTG/ICOD: 1200Z 02Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran Declares EU Armies Terror Groups / Costa Rica Elects Conservative / Pakistan Battles Militants / Left Riots in Italy, Cops Hurt / US Government Shuts Down Again / Epstein Files Provide Fodder / China Officially Targets Reserve Currency Status / UAE Prince Funds Trump's Crypto Biz / Saylor Buys the Dip / Largest Russian BTC Miner Faces Bankruptcy / Are Japan Bonds the Bitcoin Bear Catalyst? / SpaceX Unveils Mars Craft and Schedule- 2028? / Bitcoin Circular Economies Inspire at Bitcoin Beach
Market Data: Price: 1 BTC= $77,836, 16.44 oz Gold, 4.162 BTC/Median US House
24hr Hi: $78,409/ Lo: $74,551
Volume: 75B (Even)
Mkt Cap: $1.55T (Down 1%)
HashRate: .868 ZH/s
Avg Fee Rate: 2.0 sats/vBtye (Down .8 sats)
---Reports---
-International Events-
1. Iran Declares European Armies as Terrorist Groups: Iran classified European Union militaries as terrorist organizations in retaliation for the EU's designation of the Islamic Revolutionary Guard Corps. This move escalates tensions amid ongoing U.S.-Iran negotiations and follows explosions in Iran that heightened regional concerns. (France24)
2. Right-wing populist Laura Fernández claims victory in Costa Rica’s election: Conservative populist Laura Fernández claimed victory in Costa Rica’s presidential race, with early results also pointing to her ruling party securing a majority in an election overshadowed by crime and political apathy. Frime-related fears drove thousands of Latin Americans to the polls in recent months, from Ecuador to Chile to Honduras. The region’s struggle against crime is overshadowed by one government in particular: El Salvador and its self-described “dictator” Nayib Bukele. (CNN) (AC-Central and South America are undergoing key changes in many aspects, but mostly moving away from communist ideologies and criminal breeding grounds.)
3. Pakistan forces kill 145 militants in two-day battle after wave of attacks: Pakistani security forces killed 145 militants in a 40-hour battle launched as a series of coordinated gun and bomb attacks across Balochistan left nearly 50 people dead, the province's chief minister said on Sunday. Attackers dressed as ordinary civilians entered hospitals, schools, banks and markets on Saturday before opening fire, Pakistan's junior interior minister Talal Chaudhry said. "In each case, the attackers came in dressed as civilians and indiscriminately targeted ordinary people working in shops," he said, adding militants had used civilians as human shields. (Reuters) (AC-Hamas Oct 7th successes have certainly inspired other terrorist groups.)
4. Over 100 Police Injured as Riots Erupt in Italy over Shut Down of Far-Left Activist Base: Nationwide demonstrations were held on Saturday in response to the eviction of leftists from the so-called “Askatasuna social centre” in December after the building had been occupied by radicals for nearly 30 years and had served as a base of operations for far-left activism in the city. (Breitbart)
-US Events-
1. Partial US Govt Shutdown Drags Into Week as Congress Fails To Pass Funding Bill: A partial shutdown of the U.S. federal government entered its third day on Monday after Congress failed to approve a budget funding package before the statutory deadline, with key lawmakers warning that funding votes may still be days away. The shutdown began early Saturday after the House of Representatives did not act on a Senate-approved spending package that would fund most government operations and provide a temporary extension for DHS. (IBTimes)
2. Justice Department Downplays Epstein Charges: A top Justice Department official downplayed the possibility of additional criminal charges from Jeffrey Epstein files, noting troubling photos and emails do not necessarily lead to prosecutions. The department released over 3 million pages of documents, including videos and images. Deputy AG Todd Blanche affirmed the review of Epstein records is complete. (KSAT)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
1. Xi Jinping Elevates the Renminbi to Explicit Reserve-Currency Ambition: In newly published remarks, President Xi Jinping called for the renminbi to attain global reserve currency status, marking the clearest public definition yet of Beijing’s long-stated ambition to elevate its currency within the international monetary system. (Zerohedge) (AC-After key trade talks with Canada, UK and others, China is making a real push now to replace the US dollar as the world reserve currency. With the centralized control of Chinese discipline, a Chinese reserve currency would have quite a different quality than that of the US greenback. Think even more manipulation and coercion than exists now.)
-Institutional Concerns-
1. UAE-backed Entity Bought 49% of Trump-Linked Crypto Firm: A UAE-backed entity agreed to purchase a 49% stake in Trump-linked crypto firm World Liberty Financial for $500 million before Trump's inauguration. The deal involved Eric Trump and Sheikh Tahnoon bin Zayed Al Nahyan, making the UAE entity the firm's largest outside shareholder. (WSJ)
2. Michael Saylor's Strategy acquires another 855 BTC for $75 million | 964 BTC as total bitcoin holdings briefly slip underwater: Strategy has purchased another 855 BTC for approximately $75.3 million | 967 BTC at an average price of $87,974 per bitcoin — taking its total holdings to 713,502 BTC. (TheBlock) (AC-Conviction.)
3. Major Russian Bitcoin Miner Faces Bankruptcy: Russia's largest Bitcoin miner, BitRiver, faces insolvency proceedings over a $9.2 million. Its founder is under house arrest for tax evasion. (CoinGecko)
-Economic Indicators-
1. Japan bond market chaos threatens unprecedented Bitcoin liquidations as the era of free money ends: Japan spent decades as the world’s best destination for the world's easiest funding trade. You could borrow yen at very low rates, buy almost anything with a higher yield, hedge just enough to feel responsible, and assume the Bank of Japan would keep volatility contained. The 10-year JGB stood around 2.25% on Jan. 28, roughly double what it was just a year ago. All macro desks seemed to be focused only on yen volatility and intervention chatter, which is exactly the kind of catalyst that compresses leverage quickly across markets, hitting Bitcoin first. (CryptoSlate) (AC-If you are looking for a more grounded reason for the Bitcoin price slide in USD, this is it. Smart money looks for mechanistic changes while retail relies on invented, manipulative narratives. DYOR)
2. Treasury Yields Edge Down: The yield on the US 10-year Treasury note fell nearly 2bps to 4.22% on Monday, supported by a broad risk-off mood and a flight from riskier assets. (TradingEconomics)
-Security Concerns-
NSTR
-Technology and Science-
1. SpaceX's Spacecraft Reusable Rocket Built to Take Humans to Mars: Starship achieved orbital flights and precision tower catches by 2025, demonstrating rapid reuse capabilities. Its stainless-steel structure and advanced heat shielding allow repeated Earth reentry while withstanding extreme conditions, setting the stage for interplanetary missions. Mars mission planning involves orbital refueling, in-space docking, and crew transport for long-duration transit. With payloads reaching 100-150 tons per ship, Starship enables colonization infrastructure, from habitats to rovers, and scales toward multi-ship fleets to ensure sustainable human presence on Mars. Initial uncrewed flights in 2026 will validate landing reliability and the deployment of robotic systems. Following successful tests, crewed missions in 2028 transport colonists, habitats, and rovers, using orbital refueling to reduce transit to 3–4 months. (TechTimes)
-Bitcoin Community-
1. El Salvador’s Bitcoin Beach Hosts Global Summit: Strategies for Sustainable Bitcoin Circular Economies Emerge: The invite-only summit saw two days of presentations from communities from across the world, from Indonesia to Peru, from Africa to Bolivia. The summit saw an alleged 29 different countries represented among the small crowd of perhaps 60 attendees and speakers. Attendees told stories of incredible success with brick and mortar adoption in countries with failing currencies, of eye-watering transformation, growth, and gratitude from remote communities apparently forgotten by civilization, of hope and good-hearted behavior demonstrated by the long reach of Bitcoin donors and Bitcoin activists, looking to deliver sound money to the furthest reaches of the world. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 14/100 (Down 5 pts)
Analyst Comments (AC): See if you can find the report above that better explains the price drop in Bitcoin versus simple FUD. Or not.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 934,220
DTG/ICOD: 1200Z 29Jan2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran in US Sights / UK's Starmer Hails China / Iran Spies Arrested in Turkey / Feds Put on Leave Over Shooting / Sen. Klobuchar To Run For MN Governor / Deal-making May Keep US Government Open / White House Pushing Crypto Deal on Monday / UK Ministry of Truth Pull Coinbase Ads / Coinbase Matches Trump Baby Bonus in Bitcoin / Nomura Seeks US Bank Status / Fed Holds, Dollar Drops / ICE Using New Tech Too / Clawdbot Chaos Confuses Everyone
Market Data: Price: 1 BTC= $87,974, 17.85 oz Gold, 4.162 BTC/Median US House
24hr Hi: $90,439/ Lo: $87,612
Volume: 42B (Even)
Mkt Cap: $1.75T (Down 2%)
HashRate: .965 ZH/s
Avg Fee Rate: 3.8 sats/vBtye (Up .6 sats)
---Reports---
-International Events-
1. US Military Escalates Presence in Middle East Amid Iran Tensions: US President Donald Trump warned Iran that time is running out for a nuclear deal, stating US forces are prepared for potential strikes as an armada arrives in the Gulf. Iran responded by asserting its military is ready with fingers on the trigger, amid reports of US conducting drills and building up forces. Saudi and Israeli officials visited Washington to discuss possible strikes on Iran, while Russia urged talks and warned against force. (Retuers)
2. Starmer and Xi hail a reset in ties, helped by large AstraZeneca investment: Britain's Prime Minister Keir Starmer and China's President Xi Jinping hailed a reset of ties on Thursday, pledging to build an economic partnership with deals including a major investment by AstraZeneca that they said would benefit both countries. Starmer, whose centre-left Labour government has struggled to deliver the economic growth it promised, has made improving relations with the world's second-largest economy a priority, despite misgivings about espionage and human rights. (Reuters) (AC- Canada, UK, BRICS and China. Everyone seems to be kowtowing to the presumed new world leader.)
3. Turkey Arrests Six on Charges of Spying for Iran: The espionage ring was allegedly targeting Incirlik Air Base, a critical facility used by both Turkish and American forces. The alleged spies were coordinating their efforts with Iran’s Islamic Revolutionary Guard Corps (IRGC), a designated terrorist organization. (Breitbart)
-US Events-
1. Federal Agents Involved in Alex Pretti Shooting Placed on Leave: Two Border Patrol agents who fatally shot Alex Pretti in Minneapolis were placed on administrative leave pending investigation. Video emerged showing Pretti spitting at agents and damaging their vehicle days prior. (NBC)
2. Klobuchar launches Minnesota governor bid after Walz ends re-election run amid massive fraud scandal: Longtime Democratic Sen. Amy Klobuchar on Thursday formally jumped into the 2026 race for Minnesota governor, three weeks after the stunning move by Gov. Tim Walz to drop his re-election bid amid political fallout from a massive fraud scandal. (Fox)
3. Trump and Schumer Move Toward Possible Deal to Avert a Shutdown: The president and the top Senate Democrat were discussing an agreement to split off homeland security funding from a broader spending package and negotiate new limits on immigration agents. (NYTimes)
-Regulatory and Legal-
1. White House to Convene Crypto and Banking Leaders for Legislation: The White House plans a meeting with banking and cryptocurrency executives next Monday to push legislative progress on crypto regulations. (Reuters)
2. UK Regulator Bans Coinbase Ads Over Cost-of-Living Messaging: The ASA upheld 35 complaints against Coinbase's August 2024 campaign featuring satirical ads about housing costs, living expenses, and wage stagnation. The regulator ruled the ads irresponsibly implied crypto could solve financial hardship by pairing economic concerns with "IF EVERYTHING'S FINE DON'T CHANGE ANYTHING" next to Coinbase's logo. (Decrypt) (AC-These ads are simply too truthful for the Ministry of Truth.)
-CBDCs/World Currencies/Strategic Reserves-
1. Coinbase to Join Trump Accounts Push, Eyes Bitcoin Payments for Children: Coinbase CEO Brian Armstrong indicated the company intends to support the initiative within Coinbase and with its employees. Armstrong wants to match the federal government’s $1,000 | 0.01 BTC seed money for eligible children and wants to do it in Bitcoin. Trump Accounts are one of the provisions that came out of the One Big Beautiful Bill Act. (BitcoinMag)
-Institutional Concerns-
1. Japanese Banking Giant’s Crypto Subsidiary Applies for US Banking Charter: The subsidiary, Laser Digital, is based in Switzerland and owned by the Nomura Group, the Tokyo investment banking and brokerage giant. On Tuesday evening, Laser announced it had filed an application with the U.S. Office of the Comptroller of the Currency to form a national trust bank. The bank, Laser Digital National Trust Bank, would focus on digital assets and offer custody and spot trading services, the company said. (Decrypt)
-Economic Indicators-
1. Fed Pauses Rate Cuts: The Fed left the federal funds rate unchanged at the 3.5%–3.75% target range in its January 2026 meeting, in line with expectations, after three consecutive rate cuts last year that pushed borrowing costs to their lowest level since 2022. (TradingEconomics)
2. Dollar Slips as Bessent Boost Fades: The dollar index fell 0.3% to around 96 on Thursday, paring gains from the previous session as the lift from Treasury Secretary Scott Bessent’s reaffirmation of a strong dollar policy proved short-lived. Bessent dismissed speculation of any US intervention to sell the dollar against the yen, in contrast to President Donald Trump’s indications that the administration is comfortable with a weaker greenback.(TradingEconomics)
-Security Concerns-
1. ICE Deploys Mobile Facial Recognition App in Field Operations: ICE agents in Minnesota used the Mobile Fortify facial recognition app to scan individuals, including citizens and immigrants, during detentions. The app's non-refusal policy and data access prompted backlash from privacy advocates. (TheGuardian)
2. Clawdbot Chaos: A Forced Rebrand, Crypto Scam and 24-Hour Meltdown: A few days ago, Clawdbot was one of GitHub’s hottest open-source projects, boasting more than 80,000 stars. It's an impressive piece of engineering that lets you run an AI assistant locally with full system access through messaging apps like WhatsApp, Telegram, and Discord. Today, it’s been forced into a legal rebrand, overrun by crypto scammers, linked to a fake token that briefly hit a $16 million | 182 BTC market cap before collapsing, and criticized by researchers who found exposed gateways and accessible credentials. (Decrypt)
-Technology and Science-
NSTR
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 26/100 (down 3 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 934,086
DTG/ICOD: 1200Z 28Jan2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump Says Dollar Decline Is “Great” / CIA Takes Lead in Venezuela / South Korean First Lady Sentenced / Russian Drones Hit Ukraine Train / Rep. Omar Sprayed With Liquid / State Dems Scramble to Legislate Against ICE / Amazon to Lay off 16,000 / South Dakota Intros New SNR Bill / Stake N Shake Buys More BTC / Morgan Stanley, Others Get Into Crypto, Bitcoin / Fed Meets Today, Dollar Down, Stocks Up / China Hackers Infiltrated UK Leaders For Years / Is TikTok Censoring Now? / Almost 40% of US Stores Take Bitcoin Now
Market Data: Price: 1 BTC= $90,092 , 20.93 oz Gold, 4.162 BTC/Median US House
24hr Hi: $90,206/ Lo: $87,228
Volume: 42B (Up 15%)
Mkt Cap: $1.79T (Up 2%)
HashRate: .814 ZH/s
Avg Fee Rate: 3 sats/vBtye (Up .2 sats)
---Reports---
-International Events-
1. CIA Plans Permanent Footprint in Venezuela as U.S. Influence Grows: 'State Plants the Flag but the Agency Is Really the Influence': U.S. officials may initially operate from a CIA annex before the reopening of an embassy, enabling informal contacts with government factions, opposition figures and potential threats, according to the source. CIA Director John Ratcliffe traveled to Caracas earlier this month to meet interim president Delcy Rodríguez and conveyed that Venezuela could no longer serve as a safe haven for adversaries such as China, Russia and Iran. (IBTimes) (AC-Gunboat diplomacy has evolved with the times, but the fundamentals don't.)
2. South Korea’s former first lady sentenced to 20 months in prison for corruption: The wife of South Korea’s ousted President Yoon Suk Yeol was sentenced to 20 months in prison for corruption Wednesday, as her husband awaits a verdict on a high-stakes rebellion charge that could result in the death penalty or life imprisonment. (AP)
3. Russian forces conducted drone strikes on a passenger train in north-eastern Ukraine, killing five people and injuring others, as condemned by President Zelensky. Additional attacks killed at least three more in other regions. Officials reported the train was packed at the time of the incident. (BBC)
-US Events-
1. 'I don't let bullies win': US congresswoman Omar defiant after substance thrown at her: Minnesota congresswoman Ilhan Omar was attacked with an unknown substance at an event she was hosting on Tuesday, when an audience member used a syringe to spray liquid at her, Minneapolis police said. Authorities have not yet identified what the liquid was. According to a BBC journalist in the room, it had a sour smell similar to a chemical product. Anthony James Kazmierczak, 55, has been charged with third-degree assault and is being held in custody, the local sheriff's office said. (BBC)
2. As Minneapolis Rages, Legislators Move to Restrict ICE in Their States: Democratic legislators across the country, aided by libertarian groups, are redoubling their efforts to restrict and challenge federal immigration tactics in their states. Democratic-backed legislation that would allow civil rights claims against ICE agents in state courts also is being considered in states including California, New York, Virginia, Maryland and Connecticut. (NYT/Reuters)
3. Amazon announced layoffs of 16,000 employees globally to address over-hiring from the pandemic era and to fund expansion in artificial intelligence tools. The company accidentally sent an internal email confirming the cuts prematurely. (Reuters)
-Regulatory and Legal-
1. Chinese National Gets 46 Months in Prison for $37 Million Crypto Scam Targeting Americans: Jingliang Su, a Chinese national, pleaded guilty to one count of conspiracy to operate an illegal money transmitting business, was also ordered to pay restitution of more than $26.8 million. “This defendant and his co-conspirators scammed 174 Americans out of their hard-earned money,” said Assistant Attorney General A. Tysen Duva. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. **Trump Says Dollar Decline Is “Great” as the Currency Continues to Slide: The trigger this time wasn’t inflation data, jobs numbers, or a central-bank surprise. It was a signal from President Donald Trump that a weaker currency is not only acceptable, but welcome. For investors, the takeaway was simple: there is no political backstop for the greenback. Trump’s remarks reinforced a growing perception that competitiveness and exports matter more to the current administration than exchange-rate optics. Foreign investors have not staged a dramatic exit from US assets. Instead, the shift has been gradual and persistent. Funds are flowing into gold at record prices, into emerging markets, and into non-dollar currencies offering stability without political noise. (Coindoo) (AC-A longer-than-normal report, but this is a turning point in world affairs. If USG entities are no longer artificially supporting the greenback as the world's reserve currency (Trump, Fed, etc.), then the snowball of effects are not far off. Only hard assets can survive this imminent turning, the hardest of which is Bitcoin.)
2. South Dakota Proposes Bill Allowing State to Invest in Bitcoin: South Dakota Republican Rep. Logan Manhart has introduced House Bill 1155, a proposal that would permit the state to invest public funds in Bitcoin. Security is a central focus of the proposal. Any BTC held by the state would require a private key exclusively controlled by the Investment Council, stored in encrypted, hardware-secured environments across at least two geographically separated, secure locations. (BitcoinMag)
-Institutional Concerns-
1. Steak 'n Shake Adds $5M | 55.68 BTC Bitcoin: Restaurant chain Steak 'n Shake purchased $5 million | 55.68 BTC in Bitcoin for its corporate treasury. This is their second BTC purchase this month. (CoinGecko)
2. Morgan Stanley Appoints Amy Oldenburg as Head of Digital Asset Strategy: Morgan Stanley has named Amy Oldenburg, a 20+-year veteran at the bank, as head of its newly created Digital Asset Strategy. The appointment follows the bank’s recent filing to list spot Bitcoin and Solana ETFs, plus its plan to launch a proprietary digital wallet later this year. Separately, Morgan Stanley is expanding its team across digital asset-related roles, including portfolio governance and compliance consulting for crypto and digital assets functions. (Lookonchain)
-Economic Indicators-
1. Dollar Hits 4-Year Low on Trump Remarks: The dollar weakened for a fifth straight session to 96 on Wednesday, reaching a new four-year low, as President Trump said he was not concerned about the currency’s recent decline, adding that it had not fallen too much. (TradingEconomics)
2. Fed Set to Pause Rate Cuts: The Federal Reserve is widely expected to leave the federal funds rate unchanged at the 3.5%–3.75% target range in its January 2026 meeting, pausing its easing cycle after three consecutive rate cuts last year. (TradingEconomics)
3. S&P 500 Rises to Record High: Heavyweight tech stocks carried US equity indices on an otherwise negative session on Tuesday on mostly a positive earnings prospective in the sector. The S&P 500 rose 0.5% to set a fresh record and the Nasdaq 100 jumped 1%. (TradingEconomics)
-Security Concerns-
1. Chinese Hackers Reportedly Breached Phones At "Heart of Downing Street": U.S. intelligence agencies believe the breaches began as early as 2021, though they were publicly revealed in 2024. Former U.S. national security adviser Anne Neuberger said the “Chinese gained access to networks and essentially had broad and full access,” allowing them to “geolocate millions of individuals” and “record phone calls at will.” (ZeroHedge)
-Technology and Science-
1. Are TikTok 'Glitches' Silencing Anti-Trump, Anti-ICE Voices? Experts Warn Users' Fears May Be Real: TikTok is facing renewed scrutiny as users report upload failures and message blocks involving videos critical of ICE and references to Jeffrey Epstein. Some users are currently concerned about the potential political censorship rather than simple technical errors on the platform. Media and technology scholars argue that repeated errors affecting the same political themes indicate possible algorithmic or systemic bias. (TechTimes)
-Bitcoin Community-
1. 39% of U.S. Merchants Now Accept Crypto, PayPal Survey Finds: The survey, which polled 619 payment decision-makers across retail, e-commerce, hospitality, luxury goods, and digital gaming sectors, highlights customer demand as the primary driver of adoption. Nearly nine in ten merchants (88%) report receiving inquiries from customers about paying with cryptocurrency, and more than two-thirds (69%) say customers request these payments at least once a month. (BitcoinMag) (AC-This is the lever of adoption for Bitcoin- Bitcoiners making simple inquiries and organizations like Square making the platforms easier.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 29/100 (Even)
Analyst Comments (AC): **Seriously, read the report above about the lack of USG support for the US Dollar.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 933,847
DTG/ICOD: 1200Z 26Jan2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: China Purges Military Leaders / Iran Protester Crackdown Unprecedented / Ferry in Philippines Sinks / Snow, Ice Storm Affects Half of US / Shooting in MN Ignites / Insurgency Tactics Used in MN / Tax Exemptions for Bitcoin in Other Countries / Fed May Intervene in Yen / BTC ETFs Outflow / Silver Market Cap 3.5x Bitcoin /Social Media AI Swarms Next Truth Threat / Gmail Accounts Leaked / BIP-110 Picks Up / Hashrate Down Due to Storm
Market Data: Price: 1 BTC= $87,656, 20.30 oz Gold, .21 Median US House
24hr Hi: $88,839/ Lo: $86,003
Volume: 48B (Up 167%)
Mkt Cap: $1.75T (Down 1%)
HashRate: .8 ZH/s
Avg Fee Rate: 2.8 sats/vBtye (Up 1 sats)
---Reports---
-International Events-
1. Why China’s swift ousting of Zhang Youxia is a sharp warning on party purity from Xi: The sudden removal of China’s two most senior generals is believed to be a stark warning underscoring President Xi Jinping’s zero-tolerance focus on Communist Party discipline and political purity. Zhang Youxia, first-ranked vice-chairman of the Central Military Commission (CMC) and China’s top uniformed officer, was under investigation for serious disciplinary violations, as was Liu Zhenli, chief of the CMC’s Joint Staff Department. (SCMP) (AC-Military leadership in China has only one exit path, and it's not retirement.)
2. Iran Crackdown Among Deadliest in Modern Times; 36,000+ Dead, Hospital Executions, Stuffed Alive in Body Bags: A two-day crackdown that new reporting says killed as many as 36,500 Iranians — a death toll placing it among the deadliest short-term mass killings documented in modern history — followed an order by Iran’s Supreme Leader Ali Khamenei to mercilessly crush nationwide protests “by any means necessary,” including accounts of wounded civilians executed inside hospitals, living victims stuffed in body bags, and a surgeon who described the scenes as a “nightmare” unlike anything he had seen. (Breitbart)
3. Philippines Ferry Sinking: The MV Trisha Kerstin ferry sank in the Philippines, carrying approximately 300 passengers. Eighteen people were confirmed dead, and 24 passengers remain missing as the local coast guard continues its search. (BBC)
-US Events-
1. Snow, Sleet, Ice and Power Down as Monster Winter Storm Smashes 180M+ Americans: AP reports widespread heavy snow, sleet and freezing rain threatened nearly 180 million people — more than half the U.S. population — in a path stretching from the southern Rocky Mountains to New England. Nearly a million customers across the South were without power on Sunday evening, as the effects of the weekend's massive weather system began to take hold. Tennessee, Mississippi, Louisiana and Texas were among the hardest hit. (Various)
2. Minneapolis Fatal Shooting: A fatal shooting occurred in Minneapolis involving Alex Pretti, a nurse, who was killed by federal agents. The incident followed clashes between anti-ICE agitators and federal agents at a hotel, where agents deployed tear gas and flashbangs. Trump confirmed that his administration would conduct a federal review of the shooting, including examining all aspects of the event. (Fox)
3. Left-Wing Activists Run Shadow Police Force On Signal To Target ICE In Minneapolis: New reports from citizen journalists suggest the alleged ICE obstruction may have extended well beyond just rhetoric at press conferences and on social media. Each area of the city has a Signal group, or in some cases multiple groups. According to Higby, the group's core operations include organizing mobile patrols that continuously search for suspected federal vehicles. When a vehicle is flagged, its details are shared with designated "plate checkers," who cross-reference the information against a database of known federal assets and update the records if a match is confirmed. "Dispatch runs a maxed-out call all day, telling protesters where ICE has been spotted and how they can best be impeded," he said.(ZeroHedge) (AC-The insurgency in Minneapolis is being run very efficiently, even including SALUTE reporting, standard cell structures, effective doxxing, training manuals, and impeding operations.)
-Regulatory and Legal-
1. Dubai and other countries offer tax exemptions for Bitcoin; US taxation will weaken plans to become a "Bitcoin superpower": Pierre Rochard, a director at the Bitcoin treasury firm Strive, stated that Dubai, El Salvador, Thailand, Puerto Rico, Singapore, and Germany (after holding for a full year) have not taxed Bitcoin, making a US tax on Bitcoin "unjustified." Rochard called the proposed policy a poor choice, undermining Trump's "Bitcoin superpower" plan. (PANews)
-CBDCs/World Currencies/Strategic Reserves-
1. Fed Plans Dollar-Yen Moves: The U.S. Federal Reserve is reportedly preparing to sell dollars and buy Japanese yen, marking a rare move not seen this century. The New York Fed has conducted rate checks, a key step that typically precedes currency intervention. Analysts note that historical instances of joint interventions often lead to a surge in global asset prices, including cryptocurrencies. (Blockonomi)
-Institutional Concerns-
1. Global crypto ETPs log $1.7 billion in weekly outflows as bearish macro sentiment spurs largest withdrawal since November: The reversal almost fully unwound the $2.2 billion of inflows recorded a week earlier, a signal of the speed at which institutional positioning turned amid a deteriorating macro and price backdrop. (CoinShares)
-Economic Indicators-
1. Bitcoin Market Cap was ahead of Silver six months ago, now only 28% of it: Silver spot prices surged past $110 per ounce on Wednesday, pushing the commodity’s total market capitalization to $6.149 trillion. That marks a 257% year-over-year jump, lifting silver to the world’s second-largest mainstream asset by market cap. Meanwhile, Bitcoin fell 14%, with its market cap now at $1.754 trillion making silver’s value 3.5x that of Bitcoin. (Lookonchain)
2. US 10-Year Yield Slips Ahead of Fed: The yield on the US 10-year Treasury note fell to around 4.22% on Monday, marking a one-week low as investors positioned ahead of the Federal Reserve’s upcoming policy decision, where rates are widely expected to remain unchanged. (TradingEconomics)
-Security Concerns-
1. AI 'Swarms' Could Escalate Online Misinformation and Manipulation: The era of easily detectable botnets is coming to an end, according to a new report published in Science on Thursday. In the study, researchers warned that misinformation campaigns are shifting toward autonomous AI swarms that can imitate human behavior, adapt in real time, and require little human oversight, complicating efforts to detect and stop them. (Decrypt)
2. 48 Million Gmail Usernames And Passwords Leaked Online: A database of 149 million compromised credentials, including those for an estimated 48 million Gmail accounts, has been leaked online. “The publicly exposed database was not password-protected or encrypted,” (Forbes)
-Technology and Science-
NSTR
-Bitcoin Community-
1. Bitcoin nodes running BIP-110 crosses 2% as spam wars heat up: Nodes signaling support for BIP-110, a temporary soft fork limiting the amount of data included in each transaction at the consensus level, rose to 2.38%. 583 out of 24,481 nodes are running BIP-110, and the primary node software implementation for running the soft fork proposal is Bitcoin Knots. (CoinTelegraph)
2. Storm Halves Bitcoin Hashrate: US winter storm "Fernan" caused Foundry USA's Bitcoin mining hashrate to drop 60%, taking 200 EH/s offline and slowing block production. (CoinGecko)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 20/100 (Down 4 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 933,523
DTG/ICOD: 1200Z 23Jan2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US Leaves WHO / Carny Pisses Off Trump / 3 Journos Killed in Gaza / Diplomatic Ties Opened in Venezuela / Mexico Eyes Reconquista / Friday Biz Closures in Minneapolis / ICE Memo Raises 4th Amendment Issues / FTX's Ellison Freed / New Coinbase Board Addresses Quantum Threats / Trump Sues JPMorgan Over De-Banking / Kansas Looks at SBR / Fed May Consider Bitcoin as Economic Variable / Stocks Up / Bitcoin Stolen From S Korean Prosecutors / MSFT 365 Down
Market Data: Price: 1 BTC= $89,183, 20.30 oz Gold, .21 Median US House
24hr Hi: $90,220/ Lo: $88,438
Volume: 36B (Down 25%)
Mkt Cap: $1.78T (Down 1%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. United States Completes WHO Withdrawal: The U.S. HHS and the U.S. Department of State today announced the United States’ completion of its withdrawal from the World Health Organization (WHO) due to the organization's mishandling of the COVID-19 pandemic that arose out of Wuhan, China, its failure to adopt urgently needed reforms, and its inability to demonstrate independence from the inappropriate political influence of WHO member states. (HHS)
2.Trump Rescinds Canada’s Invitation to Join His ‘Board of Peace’: The president appeared to be lashing out in response to stark, high-profile remarks by Prime Minister Mark Carney of Canada that rejected Mr. Trump’s efforts to dismantle the international order. (NYTimes)
3. 3 Journalists killed in Israeli airstrike in Gaza, including cameraman who worked with CBS: An Israeli airstrike killed three journalists in Gaza on Wednesday, the territory's civil defense agency said. One of those killed, Abed Shaat, had worked for years as a cameraman for CBS News and other outlets. According to an eyewitness, the journalists were using a drone to take images of aid distribution by the Egyptian Relief Committee in the Gaza Strip when a strike targeted a vehicle accompanying them, AFP reported. (CBS) (AC-It seems the IDF saw a drone over Gaza, apparently without authorization, and an aircraft targeted the pilots.)
4. Laura Dogu, The New U.S. Ambassador To Venezuela, Is a Veteran Of Regional Security Policy: Dogu brings decades of experience in Latin America and national security policy. The announcement comes as U.S. diplomats have begun preparations to reopen the U.S. embassy in Caracas, which has been closed since 2019. (IBTimes) (AC-Restoration of diplomatic ties was quick, albeit with quite a bit of increased influence.)
5. Mexican President Admits That Mass Migration Is a Tool to Reclaim and Conquer America’s Southwest: Former Mexican President Andrés Manuel López Obrador, commonly known as AMLO, and his protege and current Mexican President Claudia Sheinbaum have both publicly embraced the concept of "Reconquista" and actively discouraged Mexican Americans, including Mexicans illegally present in the United States, from assimilating or in any way embracing American identity. (Breitbart) (AC-This claim comes from various sources in Mexico, but with low-medium confidence as any overt admission of Reconquista would be politically damaging to US-Mexico relations. )
-US Events-
1. Economic blackout in Minnesota to protest against ICE: ‘No work, no school, no shopping’: A “no work, no school, no shopping” blackout day of protest was kicked off by community leaders, faith leaders and labor unions on Friday in protest against the Immigration and Customs Enforcement (ICE) surge in the state. Dozens of local businesses in Minnesota have announced closures in solidarity. The Minneapolis City Council endorsed the day of action and the general strike. The day of action culminates with a march in downtown Minneapolis at 2pm local time. (Guardian) (AC-Watch for bully tactics for those businesses staying open.)
2. New ICE policy allows officers to enter homes without a judge’s warrant: The internal memo, which was issued in May 2025 but revealed by a whistleblower complaint and first reported by the Associated Press on Wednesday, authorizes ICE officers to forcefully enter homes using only administrative warrants, essentially bypassing the neutral, third-party arbiters who would have reviewed evidence before signing a judicial warrant. (CNN) (AC-The memo is being excoriated in the public, but a nuanced understanding of judicial vs. administrative warrants is needed to clearly comprehend the issue. Very concerning for freedom and privacy-minded folks, nonetheless.)
-Regulatory and Legal-
1. Former FTX, Alameda Exec Caroline Ellison Released From Prison: Caroline Ellison, former co-CEO of FTX-affiliated firm Alameda Research, has been released from federal custody after serving 14 months for her involvement in the FTX fraud scandal. Ellison, sentenced to 24 months in prison in 2024, cooperated with prosecutors in the case against Sam Bankman-Fried, founder and CEO of the defunct crypto exchange. (Guardian)
2. Coinbase Establishes Advisory Board to Tackle Future Quantum Threats to Bitcoin: Coinbase is forming an independent advisory board to address future quantum threats to blockchains like Bitcoin and Ethereum. The board will assess risks, issue guidance, and provide analysis on quantum computing developments. (Decrypt) (AC-The lack of Bitcoin leadership (a feature) is untenable for larger entities. Advisory committees are welcome for Bitcoin, but regulatory ones, not so much.)
3. Trump Sues JP Morgan for $5 Billion, Claiming Debanking Due to Political Reasons: President Donald Trump filed a $5 billion | 56,148 BTC lawsuit against JP Morgan, alleging the bank closed his accounts due to political reasons. The lawsuit accuses JP Morgan of debanking Trump and his businesses in early 2021 for political and social motivations. (Decrypt) (AC-The US is the world's most litigious country. Legal power is one of the highest forms of power here, Trump knows this.)
-CBDCs/World Currencies/Strategic Reserves-
1. Kansas bitcoin reserve bill advances to Senate financial institutions committee: The bill would establish a "bitcoin and digital assets reserve fund" within the state treasury. Unlike other state proposals to purchase bitcoin directly, this fund would be seeded solely with airdrops and staking rewards generated from digital assets deemed abandoned under Kansas law. (TheBlock) (AC-Nuance needed here.)
-Institutional Concerns-
1. Bitcoin hits Federal Reserve’s 2026 stress tests, creating a massive capital risk for banks: Pierre Rochard's call for the Federal Reserve to integrate Bitcoin into its stress tests came at an unusual moment: the Fed is soliciting public comment on its 2026 scenarios while simultaneously proposing new transparency requirements for how it builds and updates those models. The Fed won't mainstream Bitcoin because a former strategy chief asks nicely. But if bank exposures to Bitcoin through custody, derivatives, ETF intermediation, or prime-brokerage-style services become large enough to move capital or liquidity metrics in a repeatable way, the Fed may eventually be forced to model BTC price shocks the same way it models equity drawdowns or credit spreads. It would signal that Bitcoin had become too embedded in regulated balance sheets to ignore. (CryptoSlate) (AC-The observation is that the US Fed will have to orient around Bitcoin as an economic variable. This is economic debate fodder that will have an effect on MMters, Keynesians, and central bankers.)
-Economic Indicators-
1. US Stocks Leap Amid Easing Geopolitical Fears: US stocks rallied on Thursday as easing Greenland tensions and solid domestic data lifted sentiment, with the Nasdaq and the Dow gaining 0.7% each, while the S&P added 0.6% as earlier losses were retraced after President Trump stepped back from new tariff threats against Europe and pointed to a future framework agreement on Greenland. (TradingEconomics)
-Security Concerns-
1. 48 Million in Seized Bitcoin Stolen from South Korean Prosecutors in Phishing Attack: The Gwangju District Prosecutors’ Office has confirmed the loss of Bitcoin valued at approximately 70 billion won, equivalent to $48 million | 538 BTC. The Bitcoin in question was originally seized in connection with an illegal gambling investigation. Prosecutors had confiscated the digital assets as criminal proceeds under existing property laws. The cryptocurrency was stored on portable USB devices rather than institutional custody solutions. During a regular inspection of confiscated financial assets, prosecution officials accessed what they believed was a legitimate website. However, investigators were inadvertently connected to a fraudulent phishing site. (Blockonomi) (AC-Sounds like an "Ocean's 11"-type theft. Re-theft? Anyway, humans are the weakness here.)
-Technology and Science-
1. Microsoft 365 Outage Cripples Outlook and Teams as Millions Struggle to Work Online: The issues reportedly began around 11:37 a.m. PT and persisted into the evening, leaving businesses and employees struggling to access essential tools. Microsoft has yet to provide an estimated time for full service restoration. While Microsoft has not shared a public timeline for resolution, users and IT teams can monitor the Microsoft 365 Admin Center. (TechTimes)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 24/100 (Up 4 pts)
Analyst Comments (AC): The pendulum will swing again in US politics, yet the fundamental shift of power being centralized will not end anytime soon. Plan now and accordingly. Support all decentralized freedom tech efforts and policies. Practice self and local power expressions often. Organize to keep fundamental freedoms as long as possible.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 933,222
DTG/ICOD: 1200Z 21Jan2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Davos, Greenland and Trump-Rough Seas Ahead / Ukrainians Without Heat / Israel Joins Gaza Board of Peace / US DOJ Subpoenas Minnesota Leaders / Virginia Dems Gets Aggressive / Clintons Seek Sidebar Over Contempt Charges / CLARITY Fight Continues / BTC ETFs Outflow / Bonds Melt, Stocks Drop, 'Sell America' Gets Repeated / MSTR Buys More, Stock Struggles / Steak N Shake Give Employees Bonus in Sats / UK Says No to Kids On Social Media / WEF Mouthpiece Wants Control of AI / BTC Mining Difficulty Drops
Market Data: Price: 1 BTC= $88,862, 20.30 oz Gold, .21 Median US House
24hr Hi: $91,273/ Lo: $87,814
Volume: 54B (Up 49%)
Mkt Cap: $1.77T (Down 2%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Trump's Greenland Tariff Threats Escalate Tensions with Europe: President Trump has imposed tariffs on six EU nations in response to opposition over U.S. acquisition efforts for Greenland, leading to a sharp decline in global stock markets and warnings from European leaders about potential ruptures in NATO alliances. The move follows leaked text messages from French President Macron and Dutch Prime Minister Rutte, with Trump vowing "no going back" during his en route speech to Davos. EU officials, including Polish PM, labeled the actions as "appeasement showing weakness," while Denmark was dismissed as "irrelevant" by U.S. Treasury Secretary Bessent. (NBC)
2. Russian Strikes Cut Heat to Thousands in Ukraine Amid Harsh Winter: Russia launched targeted attacks on Ukraine's energy infrastructure, leaving thousands in Kyiv without heating during sub-zero temperatures, marking the bitterest winter conditions yet. The strikes follow a pattern of disrupting civilian utilities, with Ukraine's government reporting widespread blackouts and emergency responses. International aid efforts are intensifying to restore power grids before further escalation. (Reuters)
3. Israel Joins Trump's 'Board of Peace' Amid European Pushback: Israeli Prime Minister Netanyahu confirmed Israel's participation in Trump's proposed 'Board of Peace' for Gaza, despite some European nations declining involvement. The board aims to reshape regional order but faces criticism over potential high costs and disruptions to existing alliances. (AlJazeera)
-US Events-
1. DOJ Subpoenas Minnesota Leaders in Immigration Obstruction Probe: The Department of Justice has issued subpoenas to Minnesota Governor Tim Walz, Minneapolis Mayor Jacob Frey, and others as part of a criminal investigation into alleged obstruction of federal immigration enforcement. The probe stems from state opposition to ICE operations, including incidents at schools that mobilized teachers and students. Federal officials assert that no one is exempt from scrutiny, escalating tensions between state and national authorities. (Reuters)
2. Virginia Democrats File Sweeping Bills on Guns, Taxes After Trifecta Win: Democrats secured full control after flipping both legislative chambers in November 2025 and electing Abigail Spanberger as governor on January 17, 2026—the state's first female governor and a former CIA officer. Their proposals include over two dozen gun control measures like assault weapon bans and new taxes on firearms, alongside sales taxes on services, higher income rates up to 10% for millionaires, and criminal justice reforms to end some mandatory minimums. Republicans decried the agenda as radical, with rallies at the Capitol and national voices urging faster GOP action on Trump's priorities, though none of the bills have passed in the ongoing 60-day session. (X)
3. James Comer Rejects ‘Ridiculous Offer’ by Clintons of Unofficial Interview: “Facing contempt of Congress, the Clintons’ lawyers made an untenable offer: that I travel to New York for a conversation with President Clinton only,” Comer said. “No official transcript would be recorded and other Members of Congress would be barred from participating. I have rejected the Clintons’ ridiculous offer.” Comer had stated he would move to hold former Secretary of State Hillary Clinton “in contempt of Congress over her failure to appear for a deposition” related to the Epstein investigation. (Breitbart)
-Regulatory and Legal-
1. White House Crypto Council Director Says Operating Without Market Rules Is ‘Fantasy’: The White House crypto council director warned that rejecting market-structure legislation outright risks tougher regulation later, particularly under a future Democratic Congress. The executive director of the President’s Council of Advisors on Digital Assets took aim at Coinbase’s decision last week to withdraw support for the Senate’s crypto market structure bill, in the latest sign that lawmakers are growing weary of industry players weighing their near-term commercial exposure. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin, ether ETFs report combined $713 million in outflows amid market turmoil: Spot bitcoin ETFs in the U.S. saw $483 million in net outflows on Tuesday, and ether ETFs reported $230 million in outflows. Both equities and the crypto market slumped due to geopolitical tension between the U.S. and the EU. (TheBlock)
2. Michael Saylor just crossed 700k BTC but his “circular” Bitcoin funding loop risks a massive high-yield credit disaster: Strategy acquired an additional 22,305 Bitcoin for approximately $2.13 billion between Jan. 12 and Jan. 19,that works out to 3.55% of the circulating supply of 19.97 million coins. Strategy's financial engineering product list has successfully courted a demographic that typically shuns crypto: the income tourist. Data from several institutional filings show that high-income and preferred-focused funds are populating the STRC holders list. The roster includes the Fidelity Capital & Income Fund (FAGIX), Fidelity Advisor Floating Rate High Income (FFRAX), and the Virtus InfraCap U.S. Preferred Stock ETF (PFFA). (CryptoSlate) (AC-Financial engineering gets complicated quickly, no matter the underlying asset.)
3. Steak 'n Shake Pays Employees Bitcoin Bonuses: US fast-food chain Steak 'n Shake will begin paying a $0.21 | 237 sats/hour Bitcoin bonus to hourly workers. This marks a new corporate payroll adoption use-case for BTC. (CoinGecko)
-Economic Indicators-
1. This is sell America’, U.S. dollar, Treasury prices tumble and gold spikes as globe flees U.S. assets: The “sell America” trade is in full swing Tuesday morning after President Donald Trump and European leaders escalated tensions over Greenland. U.S. bond prices tumbled, sending yields spiking. The U.S. Dollar Index, which weighs the greenback against a basket of six foreign currencies, fell nearly 1%. The euro jumped 0.6% against the dollar. (CNBC)
2. Treasury Yields Ease After Recent Rally: The yield on the US 10-year Treasury note eased to 4.27% on Wednesday after soaring to 4.31% in the previous session, its highest level since August. The global bond sell-off, initially triggered by developments in the Japanese market, showed signs of easing after Japan’s finance minister urged market participants to remain calm and the leader of a major opposition party called for firm action against excessive market volatility. (TradingEconomics)
3. US Stocks Start the Week Sharply Lower: US stocks closed sharply lower, with the S&P 500 down 1.9%, the Dow falling 1.7%, and the Nasdaq sliding 1.9%. Losses were driven by an escalation in trade risk after President Trump threatened new tariffs of 10% from February 1st, rising to 25% by June, on eight European countries linked to opposition to US control of Greenland, undermining cross border trade assumptions. (TradingEconomics)
-Security Concerns-
1. UK says it will consider banning social media for children: The British government announced Monday that it is considering banning social media for children 15 and younger as Prime Minister Keir Starmer warned “no option is off the table.” (RecordedFuture) (AC-Got to keep the propaganda untarnished.)
-Technology and Science-
1. AI Is Poised to Take Over Language, Law and Religion, Historian Yuval Noah Harari Warns: Historian and author Yuval Noah Harari warned at the World Economic Forum on Tuesday that humanity is at risk of losing control over language, which he called its defining “superpower,” as artificial intelligence increasingly operates via autonomous agents rather than passive tools. The author of “Sapiens,” Harari has become a frequent voice in global debates about the societal implications of artificial intelligence. He argued that legal codes, financial markets, and organized religion rely almost entirely on language, leaving them especially exposed to machines that can generate and manipulate text at scale. (Decrypt) (AC-Pay attention, this guy has a clear record of globalist policies that expressly take human freedoms away and centralizing power quickly at global scale. He is emphasizing the FUD here in order to co-opt AI regulation globally.)
-Bitcoin Community-
1. Bitcoin Mining Difficulty Drops, Breakeven at $75-85K: Bitcoin mining difficulty substantially dropped. Analyst estimates place miner break-even costs between $75,000 and $85,000, indicating recent miner stress for BTC. (CoinGecko)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 24/100 (Down 8 pts)
Analyst Comments (AC): Global and US fear, uncertainty and doubt (FUD) are high today in reporting channels, including social media. We know FUD to be a useful tool in driving tyrannical policy and behavior. Focus personally on self-regulation, finding truth, and controlling your own world. Consider also countering obvious FUD-driven narratives where you can... and stack sats, it's on sale.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 933,093
DTG/ICOD: 1200Z 20Jan2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump Focused on Greenland, World Nervous / 1,500 ISIS Prisoners Freed in Syria / Chinese Mega-Embassy in London Approved / SCOTUS Addresses Hawaii Gun Law / Winter Storm Snarls Traffic, More Coming / DOJ Investigates Church Protesters in MN / Bermuda To Go On-Chain / NYSE To Open 24/7, Also On-Chain / Bonds Spiking / Iranian TV Hacked / Elon Opens Grok Algorithm to Scrutiny / Hashrate Dropping
Market Data: Price: 1 BTC= $91,174, 20.30 oz Gold, .21 Median US House
24hr Hi: $93,358/ Lo: $90,620
Volume: 36B (Down 7%)
Mkt Cap: $1.81T (Down 2%)
HashRate: .938 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Trump says he will '100%' carry out Greenland tariffs threat, as EU vows to protect its interests: European allies have rallied around Greenland's sovereignty. Denmark's foreign minister emphasized the US president cannot threaten his way to ownership of the semi-autonomous Danish territory. On Monday, Trump declined to rule out the use of force and insisted he would press ahead with the threatened tariffs on goods arriving in the US from the UK and seven other NATO-allied countries. (BBC)
2. 1,500 ISIS Prisoners Escape Syrian Facility as Ceasefire Collapses: Clashes erupted between Syrian government forces and Kurdish-led SDF around prisons holding Islamic State detainees in northeast Syria. The SDF lost control of Shaddadi prison holding thousands of IS militants, with reports indicating around 1,500 detainees escaped amid the chaos, while nine SDF fighters were killed and 20 wounded near al-Aqtan prison in Raqqa. (GroundNews)
3. Britain approves ‘mega’ Chinese embassy in London despite national security fears: Britain’s government has green-lit plans for China to build a “mega” embassy close to London’s financial district, despite warnings from lawmakers, residents and Chinese dissidents-in-exile that the sprawling complex could pose security risks. Britain wants China’s money and diplomatic goodwill, but has long been wary about allowing Beijing to build an embassy that would sit near fiber-optic cables carrying sensitive data for financial firms, and which some fear could be used to spy on Chinese nationals living in London. (CNN) (AC-The UK penchant for self-sabotage is unmatched in current times.)
-US Events-
1. Supreme Court tackles Hawaii's 'vampire rule' for gun owners: The Supreme Court on Tuesday weighs a challenge to a Hawaii gun restriction dubbed the “vampire rule” because, as with the fictional creatures in folk tales and the novel “Dracula,” people carrying firearms are required to seek permission before entering private property. The justices will weigh whether the requirement, enacted in 2023 as part of a broader gun law, violates the Constitution’s Second Amendment, which protects the right to bear arms. (NBC)
2. 100 vehicles pile up in Michigan crash as snowstorm moves across the country: The massive pileup prompted the Michigan State Police to close both directions of Interstate 196 Monday morning just southwest of Grand Rapids while officials worked to remove all the vehicles, including more than 30 semitrailer trucks. (ABC)
3. Trump officials investigate protesters who interrupted Minnesota church service, targeting ICE official: Assistant Attorney General Harmeet Dhillon, who oversees the Civil Rights Division of the Department of Justice, announced an investigation within hours, calling the protesters’ actions “desecrating a house of worship and interfering with Christian worshippers.” The US Attorney’s office, the FBI and DHS are all involved in the investigation, he said. (CNN)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
1. Bermuda Taps Coinbase, Circle to Drive World's First Fully On-Chain National Economy: Bermuda aims to transition its entire economy onto the blockchain with support from Coinbase and Circle. The initiative involves digital asset infrastructure for government, banks, and consumers to create the world's first fully on-chain national economy. (Decrypt)
-Institutional Concerns-
NSTR
-Economic Indicators-
1. NYSE Preparing 24/7 Tokenized Stock and ETF Trading: The New York Stock Exchange, operated by Intercontinental Exchange (ICE), is developing a blockchain-based trading platform for tokenized securities, aiming for 24/7 trading with instant settlement. The platform will support trading of tokenized shares of traditional securities and native tokenized securities, enhancing investor participation in dividends and governance. (Decrypt)
2. Treasury Yields Soar: The yield on the US 10-year Treasury note jumped about 7bps to 4.29% on Tuesday, reaching its highest level since August, as traders returned from a long weekend to a global bond sell-off triggered by heavy selling in Japanese government debt. (TradingEconomics)
-Security Concerns-
1. Iranian state TV feed reportedly hijacked to air anti-regime messages: Several Iranian state television channels were briefly hijacked on Sunday, interrupting regular programming to air protest footage and messages from an exiled opposition figure, according to multiple media reports. Video clips circulating on social media appeared to show messages in Farsi urging protesters to continue demonstrating, alongside footage of solidarity rallies abroad and statements of support attributed to international figures. (RecordedFuture)
-Technology and Science-
1. Elon Musk’s X Open-Sources Grok-Powered Algorithm Driving 'For You' Feed: X has open-sourced its Grok-based transformer model, which ranks For You feed posts by predicting user actions without relying on hand-engineered features. "We know the algorithm is dumb and needs massive improvements, but at least you can see us struggle to make it better in real-time and with transparency," Musk tweeted following the release. "No other social media companies do this." (Decrypt)
-Bitcoin Community-
1. Bitcoin Hashrate Continues To Fall, Now Lowest Since September: Currently, the 7-day average Bitcoin Hashrate is sitting at 978.8 EH/s, which is the lowest level since the first half of September. The recent low levels are on a path to affect another BTC-network-related metric: the Difficulty. (Bitcoinist)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 32/100 (Down 12 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 932,940
DTG/ICOD: 1200Z 19Jan2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US Tariffs Announced on EU Countries Over Greenland / Iran Threatens Executions / Globalists Gather in Davos / US SOF Strikes in Syria / 1,500 Paratroopers on Standby for Minnesota / Schumer Says Dems Will Undo DOGE Cuts / US Revival Continues / CLARITY Act Tenuous / Samourai Bitcoin Sent to US SBR / India Wants CBDC for BRICS Trade / Ethiopia Wants to Mine Bitcoin / BTC ETFs Inflow This Week / Steak N Shake Keeps Stacking / Dollar Drops on Tariffs / Outage on X Yesterday / Analog Lifestyles Pick Up, Michaels Enjoys
Market Data: Price: 1 BTC= $92,938, 21.30 oz Gold, .21 Median US House
24hr Hi: $95,491/ Lo: $92,089
Volume: 38B (Up 123%)
Mkt Cap: $1.85T (Down 2%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Trump Imposes Tariffs on Eight European Countries Over Greenland Dispute: US President Donald Trump announced a 10% tariff on imports from Denmark, Sweden, Norway, France, Germany, the Netherlands, Finland, and the UK, effective February, until Denmark agrees to sell Greenland, citing national security needs for Arctic control. European leaders rebuked the move, with markets dropping amid fears of a renewed trade war. The tariffs target NATO allies opposing US annexation plans. (EuroNews) (AC-It's surely not going to end here.)
2. Iran Threatens Mass Executions and War if US Intervenes in Protests: Iran's Supreme Leader Ali Khamenei accused the US and Israel of inciting protests, threatening to resume executions and warning of "all out war" if Donald Trump intervenes. (SunNews)
3. Global Leaders Gather in Switzerland to Ponder the Future of a Messy World: World leaders, corporate executives and figures from civil society are convening in Davos, Switzerland, this week for the World Economic Forum. All eyes are almost certain to be on one high-ranking guest: President Trump, who plans to attend with a large delegation including Treasury Secretary Scott Bessent and Steve Witkoff, the special envoy to the Middle East. (NYTimes)
4. U.S. Strike in Syria Kills Al-Qaeda-Linked Leader Tied to Deadly Ambush of American Troops: Bilal Hasan al-Jasim had "direct ties" to an ISIS gunman who killed and injured U.S. and Syrian personnel on Dec. 13 in Palmyra, Syria, Central Command said. “The death of a terrorist operative linked to the deaths of three Americans demonstrates our resolve in pursuing terrorists who attack our forces,” said Admiral Brad Cooper, the head of U.S. Central Command, in a statement. (USAToday)
-US Events-
1. US Army Places 1,500 Paratroopers on Standby for Minnesota Deployment: The Pentagon placed over 1,000 Army paratroopers specializing in Arctic operations on standby amid clashes in Minneapolis between anti-ICE protesters and law enforcement. Tensions rose following ICE activities, with officials preparing for possible invocation of the Insurrection Act. Protests have led to nights of unrest in the city. (Fortune)
2. Chuck Schumer Says Democrats Will Reverse Most of DOGE Cuts: While taking part in a discussion at the Center for American Progress, Schumer received a question about what he “can do about bringing” the HUD back, after DOGE came in and made cuts. "...we will restore most of the cuts and even go higher than previous years on many of the programs that DOGE slashed,” Schumer responded." (Breitbart) (AC-The pendulum swings in American politics, and it seems bigger and bigger it goes.)
3. Americans Report Surging Spirituality: 43% Say Faith Has Grown Amid National Revival: Fresh data shows that 43 percent of U.S. adults have grown more spiritual over their lives, compared to just 11 percent who say they’ve become less so. This shift highlights a broader rejection of the moral vacuum left by ‘progressive’ policies, with Americans of all ages leaning into deeper faith as society grapples with division and decay. This momentum is fueled by young people, especially Gen Z, showing heightened curiosity about Jesus and the Bible. (ZeroHedge)
-Regulatory and Legal-
1. Coinbase accused of “rug pull” as the White House weighs killing the CLARITY Act over yield: With the committee citing ongoing talks, the procedural pause is now intertwined with a product dispute that places stablecoin rewards near the center of lobbying pressure. Brian Armstrong, Coinbase’s CEO, wrote in an X post that “draft amendments” would “kill rewards on stablecoins.” Armstrong added, “We’d rather have no bill than a bad bill”. Coinbase withdrew support for the Senate push shortly before the markup and tied the dispute to stablecoin rewards and coalition timing. (CryptoSlate)
2. Bitcoin Seized From Samourai Wallet Has Not Been Sold, White House Says: The White House says $6.4 million | 68.83 BTC in seized Samourai Bitcoin was not sold, and will be added to a federal Bitcoin reserve. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. India's central bank proposes a plan to create digital-currency link among BRICS nations: The proposed system aims to ease cross-border trade and tourism among BRICS members while gradually reducing reliance on the U.S. dollar. (CoinDesk) (AC-If statists learned more about where a CBDC mandate would lead, they might not push for it so hard. Or maybe they would, setting the stage for tyranny first by outlawing true decentralized and ungovernable currency.)
2. Ethiopia’s Prime Minister Announces Bitcoin and Crypto Mining Plans: Ethiopia plans a more active approach in the government-sponsored crypto and Bitcoin mining, according to an X post on January 19. The country is currently looking for an investment partner to mine Bitcoin. (CoinGape)
-Institutional Concerns-
1. Spot bitcoin ETFs see $1.4 billion inflows in best week since October: Inflows were led by BlackRock's IBIT, which recorded $1.03 billion in net inflows for the week ended Jan. 16, according to SoSoValue data. The weekly total was the highest since the week ended Oct. 10. (TheBlock) (Ac-Tax loss harvesting may have an impact here.)
2. Steak ’n Shake Adds $10 Million | 107 BTC in Bitcoin to Corporate Treasury: The company said on social media that the move follows a “self-reinforcing cycle” driven by bitcoin adoption, where customers paying in BTC help generate incremental revenue that is then recycled into business improvements. (BitcoinMag)
-Economic Indicators-
1. Dollar Falls on Trump Tariff Threat: The dollar index fell toward 99 on Monday, retreating from multi-week highs and weakening mainly against the safe-haven yen and Swiss franc after President Donald Trump threatened eight European countries with new tariffs to gain control of Greenland. (TradingEconomics)
2. Week Ahead - Jan 19th: Economic releases from the United States will proceed at a busy pace, with statistical agencies still catching up with data suspended at the government shutdown. The spotlight will be on personal income and outlays, which include PCE price indices, and another estimate of the third quarter GDP. Leading indicators will also be featured, including S&P PMIs and the UMich consumer survey. (TradingEconomics)
-Security Concerns-
1. X Suffers Widespread Outage as Users Report Feed and Posting Issues: According to Downdetector, problem reports surged well above normal levels, with over 74,000 users reporting issues at the peak around 10 am ET yesterday. (TechTimes) (AC-Cyberattacks, state or non-state, are very difficult to immediately assess by the general public without information from the affected entities. Yet, timing and effects imply a lot.)
-Technology and Science-
1. Tired of AI, people are committing to the analog lifestyle in 2026: Pitched as “analog lifestyles,” it’s different than a short-term digital detox. Instead, it’s an effort to slow down and find tangible ways to complete daily tasks and find entertainment, especially as generative AI platforms increasingly do the thinking and doing for us. Arts and crafts company Michael’s has seen the effects: Searches for “analog hobbies” on its site increased by 136% in the past six months, according to the company, which operates over 1,300 stores in North America. Sales for guided craft kits increased 86% in 2025, and it expects that number to go up another 30% to 40% this year. (CNN) (AC: Maybe 'touching grass' is catching on, crocheting and knitting not expected though.)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 44/100 (Down 5 pts)
Analyst Comments (AC): Slow day in the news cycle. But maybe we can learn to "judge by the content of our character" just a little bit more today.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 932,510
DTG/ICOD: 1200Z 16Jan2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Canada, China Work Trade Deals / Nobel Laureate Gives Prize to Trump / Iran Protests Quiet Down / Insurrection Act May be Invoked in MN / Direct Payment Healthcare Plan Floated / Gang Member Arrested in FBI Car Break-ins in MN / Iran Bitcoin Activity Spikes / SEC Chair says Tokenization of Financial Assets Coming / Manhattan DA Targets 'Illegal' Crypto Use / Iran Currency Collapse Sign of Central Banking Weaknesses / Mortgage Rates at 3-yr Low, Jobless Claims Drop / Siri to Get Gemini, Not ChatGPT / Bitcoin Integrations Awarded Cash
Market Data: Price: 1 BTC= $95,404, 21.30 oz Gold, .22 Median US House
24hr Hi: $97,108/ Lo: $95,103
Volume: 46B (Down 22%)
Mkt Cap: $1.9T (Down 1%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. China and Canada Announce Tariffs Relief Deal: Canadian Prime Minister Mark Carney and Chinese President Xi Jinping agreed to reduce tariffs on electric vehicles and canola products following years of strained relations, marking a break from U.S. policy on Chinese imports. China will cut tariffs on Canadian canola, while Canada slashes duties on select Chinese EVs. (Reuters)
2. Venezuelan Opposition Leader Presents Nobel Medal to Trump: María Corina Machado, Venezuela's Nobel Peace Prize winner, met with President Trump at the White House and presented her medal as a gesture of mutual respect. Trump thanked her but offered no commitments on support for Venezuelan opposition efforts against the Maduro regime. (BBC)
3. Iran Protests Subside After Deadly Crackdown: Protests in Iran have abated following a brutal government response that resulted in over 2,500 deaths, with residents and rights groups confirming a halt to executions of 800 demonstrators. The U.S. imposed sanctions on Iranian officials involved, and Tehran denied plans for further executions. Iranian airspace has reopened amid eased tensions, though activists warn of potential U.S. military action. (ABC)
-US Events-
1. Trump Threatens Insurrection Act Over Minnesota Unrest: President Trump threatened to invoke the Insurrection Act to deploy U.S. troops to Minnesota following violent protests over ICE operations, including two shootings. Tensions escalated after federal agents were accused of racial profiling in a lawsuit. Minneapolis Mayor Jacob Frey called for peace, shifting from earlier criticism of ICE presence.(Fox)
2. Trump Unveils Healthcare Plan Focusing on Direct Payments: President Trump released a healthcare plan emphasizing direct payments over insurance subsidies, aiming to reduce costs for Americans. The proposal includes urging Congress to slash healthcare expenses and focuses on transparency in pricing. (Reuters)
3. Latin Kings gang member accused of vandalizing FBI vehicle, stealing government property in Minneapolis: Fox News confirmed that Raul Gutierrez, 33, was arrested Thursday in a joint operation involving the DOJ and the ATF. The FBI said multiple government vehicles were vandalized and broken into Wednesday night in Minneapolis while agents were responding to a reported assault on a federal officer, adding that federal property was stolen from inside the vehicles. (Fox)
-Regulatory and Legal-
1. Iran’s Crypto Economy Hit $7.8 Billion in 2025 as Protests Fueled Bitcoin Use: According to Chainalysis, the data shows digital assets increasingly serving two distinct roles—as a financial escape valve for civilians during periods of instability and a growing channel for state-linked actors operating under sanctions. Chainalysis said the $7.78 billion figure marks a sharp increase from 2024. (Decrypt)
2. SEC Chair predicts 2-year timeline to put US stocks fully on chain but the real $12.6 trillion opportunity isn’t equities: SEC Chair Paul Atkins told Fox Business in December that he expects US financial markets to move on-chain “in a couple of years.” The statement landed somewhere between prophecy and policy directive, especially coming from the architect of “Project Crypto,” the Commission's formal initiative to enable tokenized market infrastructure. The prize is enormous, even if adoption starts small, because tiny percentages of giant markets are giant. (CryptoSlate)
3. Manhattan DA Pushes Criminal Penalties for Unlicensed Crypto Operators: Manhattan DA Alvin Bragg and New York State Senator Zellnor Myrie introduced the CRYPTO Act on Thursday to criminalize unlicensed virtual currency operations. The bill creates graduated penalties from Class A misdemeanor to Class C felony, with maximum sentences of 5 to 15 years in state prison. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. How Iran’s currency crashed and why things are unlikely to improve: The Iranian rial's value has plummeted dramatically, falling from approximately 42,000 to over 1.1 million against the US dollar, rendering purchasing power almost non-existent when buying goods from outside the country. Experts attribute the economic collapse to a combination of alleged widespread corruption, stringent international sanctions, and a five-year drought impacting food production. (TheIndependent)
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US Mortgage Rates Drop to Over 3-Year Low: The average rate on a 30-year fixed mortgage dropped to 6.06% as of January 15th from 6.16% in the previous week to the lowest since September 2022, according to data from Freddie Mac. (TradingEconomics)
2. US Initial Jobless Claims Fall Sharply: Initial jobless claims in the US fell by 9,000 from the previous week to 198,000 on the week ending January 10th, contrasting with market expectations of an increase to 215,000, to mark the second-lowest reading in two years. (TradingEconomics)
-Security Concerns-
NSTR
-Technology and Science-
1. Apple Switches to Google Gemini for AI-Powered Siri: Apple selected Google's Gemini AI to power an upgraded Siri version expected later in 2026, marking a shift from prior OpenAI collaborations. (CNBC)
-Bitcoin Community-
1. Time2Build 2025 Winners: Breez Awards Bitcoin Prizes for Lightning Integrations in BTCPay Server, Primal, and More: The initiative, which ran from October 7 to November 15, 2025 (with a merge period through December 16), focused on integrating self-custodial Lightning Network payments into existing open-source applications using the Breez SDK. The challenge emphasized practical Bitcoin functionality in areas such as merchant payments, social platforms, identity protocols, and Nostr-based applications. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 49/100 (Down 12 pts)
Analyst Comments (AC): It is worth noting how both civilians and politicians turn to Bitcoin during crisis' as seen this month in Iran. Against currency collapse, social order collapse, or other conflict, Bitcoin serves to keep and transfer wealth securely. The lesson has been learned well by those watching and stacking.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report