BTC Daily Intelligence Bulletin (DIB)
Block: 881,051
DTG/ICOD: 1200Z 27Jan25
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Columbia Reverses, Will Take Migrants From US / Rwanda Rebels Take DRC City / Palestinians Returning to Gaza / SecState Rubio Pauses All Foreign Aid / ICE Arrests Nab Gang Members / Protests Arise Against Deportations / BTC VS XRP in the SBR / Russia Pushing Digital Ruble / Companies Continue Bitcoin Buying / AI Newcomer DeepSeek Spooks Markets / iPhone Message Phishing Cracks Security / Poland Increases Bitcoin ATMs
Market Data: Price: 1 BTC= $101,048, 36.08 oz Gold, .23 Median US House
24hr Hi: $105,227 / Lo: $97,795
Vol: $60B (Up 187%)
Mkt Cap: $1.97T (Down 5%)
HashRate: 776 EH/s
Avg Fee Rate: 3 sats/vBtye (Down 40%)
Nodes: 21,451
---Reports---
-International Events-
1. Colombia Caves On Deportations After Trump Threats: Colombia on Sunday backed down and agreed to accept deported citizens sent on US military aircraft, hours after President Donald Trump threatened painful tariffs to punish the defiance to his mass deportation plans. Colombia's leftist president, Gustavo Petro, had earlier said he would only take back citizens "with dignity," such as on civilian planes, and had turned back two US military aircraft with repatriated Colombians. Trump said he would suspend implementation of the tariffs. (IBTimes)
2. DRC conflict: M23 rebels enter Goma after claiming capture of city: Rwanda-backed M23 rebels have captured eastern DR Congo’s largest city, Goma, as the United Nations reported “mass panic” with the government dubbing the insurgency a “declaration of war”. The M23 rebel movement also announced a coup d’etat in a statement. The eastern borderlands of DRC are a tinderbox of rebel and militia fiefdoms stemming from two regional wars after Rwanda’s 1994 genocide, when Hutu extremists murdered close to 1 million Tutsis and moderate Hutus. M23 is the latest in a long line of Tutsi-led rebel movements. (TheGuardian)
3. Palestinians return to devastated northern Gaza: Tens of thousands of displaced Gaza residents ended months of exile in temporary camps and began returning to what was left of their homes on Monday after Israel opened a corridor into the north of the battered enclave. Hamas and Israel agreed to release more hostages, including Yehud, on Thursday and Saturday, the Israeli Prime Minister’s Office said on Sunday. (CNN)
-US Events-
1. Rubio pauses foreign aid from State Department and USAID to ensure it puts ‘America First’: He (SECSTATE) is initiating a review of all foreign assistance programs to ensure they are efficient and consistent with U.S. foreign policy under the America First agenda. President Trump stated clearly that the United States is no longer going to blindly dole out money with no return for the American people." (Fox)
2. Multi-Agency Task Force Arrests Tren de Aragua Members in Immigration Raid: A surprise early morning immigration raid on a makeshift nightclub in the Denver Metro area resulted in the arrest of approximately 50 migrants in an illegal status, including some with connections to the violent Venezuelan Tren de Aragua gang. (Breitbart)
3. U.S. Cities Witness Protests Against ICE Deportation Policies: Protests against Immigration and Customs Enforcement (ICE) and deportation policies are occurring across several U.S. cities including Chicago, Dallas, and Hartford. Demonstrators, including many displaying foreign flags, have been marching, chanting for rights, and in some instances, blocking traffic to protest against ICE's actions. These actions include mass deportation initiatives, where even undocumented immigrants without criminal records are being detained, as recently executed in Texas. (Various, X)
-Regulatory and Legal-
1. Bitcoin Vs. XRP: Will BRICS Influence The US Crypto Reserve?: An online confrontation broke out between the Bitcoin and XRP communities over the weekend, fueled by former President Donald Trump’s last weeks’ announcement of a “Digital Asset Stockpile”. In a post on X on Sunday, Maj. Jason Lowery expressed skepticism about whether governments like those in the BRICS bloc (Brazil, Russia, India, China, and South Africa) would ever adopt a cryptocurrency that is perceived to be under US jurisdiction. “If you cannot confidently say that nations like China or Russia will add massive amounts of your favored crypto asset to their strategic reserves, then you are being insincere—and you’re undermining the future security and prosperity of this nation.”, he said. (Bitcoinist)
-Central Bank Digital Currencies/World Currencies-
1. Russian State Duma Profiles Digital Ruble as a Sanctions-Sidestepping Tool: Deputy Chairman of the State Duma Committee highlighted the advancements that the digital ruble would bring to controlling budget expenditures and overseeing public spending. In addition, Kiryanov commented on the possibilities that the digital ruble would open for international exchanges in the context of the sanctions the Western world has enacted against Russia. (BItcoinCom)
-Institutional Concerns-
1. Real Estate Firm Fathom Holdings Adopts MicroStrategy's Bitcoin Reserve Plan: Fathom Holdings, a real estate tech company listed on Nasdaq, plans to allocate up to half of its excess cash reserves to Bitcoin. The company aims to accept Bitcoin from customers and potentially invest in Bitcoin exchange-traded funds in the near future. (Decrypt)
2. MicroStrategy buys another 10,107 bitcoin for $1.1 billion, bringing holdings to 471,107 BTC: To put that in perspective, MicroStrategy holds more than 2.2% of bitcoin’s total 21 million supply. (TheBlock)
-Economic Indicators-
1. US 10Y Bond Yield Hits 5-week Low: US 10 Year Government Bond Yield decreased to a 5-week low of 4.51%. Over the past 4 weeks, US 10 Year Note Bond Yield lost 2.50 basis points, and in the last 12 months, it increased 42.70 basis points. (TradingEconomics)
2. US Futures Sink on AI Concerns: US stock futures tumbled on Monday, with S&P 500 contracts down 1.8%, the Dow Jones dropping roughly 450 points, and the Nasdaq 100 sliding over 3%, driven by growing concerns about the US's dominance in AI. Chinese startup DeepSeek's latest AI model, praised for its cost-effectiveness and ability to operate on less-advanced chips, garnered significant attention as its AI Assistant overtook ChatGPT to become the top-rated free app on the US Apple App Store. (TradingEconomics)
3. Bitcoin Tumbles on Profit-Taking: Bitcoin tumbled around 4% to fall below $100,000 on Monday, erasing gains from the previous week as a wave of profit-taking swept through the market. (TradingEconomics)
-Security Incidents and Concerns-
1. Scammers find sneaky way to bypass your iPhone's safety features: Cybercriminals have devised a new method to circumvent Apple's built-in phishing protection for iMessage, potentially exposing you to malicious links and scams. Apple's iMessage automatically disables links in messages from unknown senders as a security measure. By instructing you to reply to the message, often with a simple "Y," the attackers can re-enable previously disabled links. This seemingly innocuous action not only activates the links but also signals to the scammers that they've found an engaged target for future attacks. (Fox)
2. Blockchain Security Breach: $29M in SUI Tokens Stolen and Laundered: On January 26, details of the exploit were disclosed, revealing that a major holder on the Sui network fell victim to the attack. Reports indicate that on December 12, an unauthorized entity managed to drain 6.27 million SUI tokens. The stolen assets were then moved from the Sui blockchain to Ethereum using bridging mechanisms before being laundered through Tornado Cash in fragmented transactions to obscure their origin and hinder traceability. (CoinTrust) (AC-This is only one reason to not shitcoin.)
-Technology and Science-
1. Chinese researchers just built an open-source rival to ChatGPT in 2 months. Silicon Valley is freaked out. China has released a cheap, open-source rival to OpenAI's ChatGPT called DeepSeek-V3, built in two months for just $5.58 million, according to DeepSeek. DeepSeek's models are significantly cheaper to operate, costing one-thirtieth of OpenAI's GPT-4, as stated in their published API pricing. (GroundNews)
2. The release of #DeepSeek could shake up the market this week, raising serious questions about the sustainability of recent AI-driven gains. $NVDA, the backbone of AI hardware and infrastructure, now faces a tough reality—DeepSeek’s tech may reduce the demand for their hardware, leaving them and the big 7 US tech companies overvalued and exposed to corrections. Bitcoin stays unaffected fundamentally, but miners might even find new opportunities with spare data center capacity. $BTC took a dip (as the main market trading over the weekend), reflecting broader market adjustments ahead of the US stock market opening. (X)
-Bitcoin Community-
1. Poland overtakes El Salvador in global Bitcoin ATM count: Poland surpasses El Salvador to become the fifth-largest Bitcoin ATM hub globally, recording 219 active machines amid a four-month installation spree. (CoinTelegraph)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 71/100 (Down 4 pts)
Analyst Comments (AC): "Altcoin" season is in full swing, which means reporting on scams, rug pulls, and shady entities will increase. The narratives from Bitcoiners should not be flippant and insincere, but rather educational and helpful. Newcomers don't know enough to make good decisions so lets continue to provide light in the darkness.
Follow us on NOSTR: @Bitcoin Veterans
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BV DIB
bv2a@bitcoinveterans.org
npub1q8e3...mplj
Bitcoin Veterans Auxiliary Unit whose mission is to bring you the Daily Intelligence Bulletin
All zaps go to Bitcoin Veterans
BTC Daily Intelligence Bulletin (DIB)
Block: 881,051
DTG/ICOD: 1200Z 27Jan25
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Columbia Reverses, Will Take Migrants From US / Rwanda Rebels Take DRC City / Palestinians Returning to Gaza / SecState Rubio Pauses All Foreign Aid / ICE Arrests Nab Gang Members / Protests Arise Against Deportations / BTC VS XRP in the SBR / Russia Pushing Digital Ruble / Companies Continue Bitcoin Buying / AI Newcomer DeepSeek Spooks Markets / iPhone Message Phishing Cracks Security / Poland Increases Bitcoin ATMs
Market Data: Price: 1 BTC= $101,048, 36.08 oz Gold, .23 Median US House
24hr Hi: $105,227 / Lo: $97,795
Vol: $60B (Up 187%)
Mkt Cap: $1.97T (Down 5%)
HashRate: 776 EH/s
Avg Fee Rate: 3 sats/vBtye (Down 40%)
Nodes: 21,451
---Reports---
-International Events-
1. Colombia Caves On Deportations After Trump Threats: Colombia on Sunday backed down and agreed to accept deported citizens sent on US military aircraft, hours after President Donald Trump threatened painful tariffs to punish the defiance to his mass deportation plans. Colombia's leftist president, Gustavo Petro, had earlier said he would only take back citizens "with dignity," such as on civilian planes, and had turned back two US military aircraft with repatriated Colombians. Trump said he would suspend implementation of the tariffs. (IBTimes)
2. DRC conflict: M23 rebels enter Goma after claiming capture of city: Rwanda-backed M23 rebels have captured eastern DR Congo’s largest city, Goma, as the United Nations reported “mass panic” with the government dubbing the insurgency a “declaration of war”. The M23 rebel movement also announced a coup d’etat in a statement. The eastern borderlands of DRC are a tinderbox of rebel and militia fiefdoms stemming from two regional wars after Rwanda’s 1994 genocide, when Hutu extremists murdered close to 1 million Tutsis and moderate Hutus. M23 is the latest in a long line of Tutsi-led rebel movements. (TheGuardian)
3. Palestinians return to devastated northern Gaza: Tens of thousands of displaced Gaza residents ended months of exile in temporary camps and began returning to what was left of their homes on Monday after Israel opened a corridor into the north of the battered enclave. Hamas and Israel agreed to release more hostages, including Yehud, on Thursday and Saturday, the Israeli Prime Minister’s Office said on Sunday. (CNN)
-US Events-
1. Rubio pauses foreign aid from State Department and USAID to ensure it puts ‘America First’: He (SECSTATE) is initiating a review of all foreign assistance programs to ensure they are efficient and consistent with U.S. foreign policy under the America First agenda. President Trump stated clearly that the United States is no longer going to blindly dole out money with no return for the American people." (Fox)
2. Multi-Agency Task Force Arrests Tren de Aragua Members in Immigration Raid: A surprise early morning immigration raid on a makeshift nightclub in the Denver Metro area resulted in the arrest of approximately 50 migrants in an illegal status, including some with connections to the violent Venezuelan Tren de Aragua gang. (Breitbart)
3. U.S. Cities Witness Protests Against ICE Deportation Policies: Protests against Immigration and Customs Enforcement (ICE) and deportation policies are occurring across several U.S. cities including Chicago, Dallas, and Hartford. Demonstrators, including many displaying foreign flags, have been marching, chanting for rights, and in some instances, blocking traffic to protest against ICE's actions. These actions include mass deportation initiatives, where even undocumented immigrants without criminal records are being detained, as recently executed in Texas. (Various, X)
-Regulatory and Legal-
1. Bitcoin Vs. XRP: Will BRICS Influence The US Crypto Reserve?: An online confrontation broke out between the Bitcoin and XRP communities over the weekend, fueled by former President Donald Trump’s last weeks’ announcement of a “Digital Asset Stockpile”. In a post on X on Sunday, Maj. Jason Lowery expressed skepticism about whether governments like those in the BRICS bloc (Brazil, Russia, India, China, and South Africa) would ever adopt a cryptocurrency that is perceived to be under US jurisdiction. “If you cannot confidently say that nations like China or Russia will add massive amounts of your favored crypto asset to their strategic reserves, then you are being insincere—and you’re undermining the future security and prosperity of this nation.”, he said. (Bitcoinist)
-Central Bank Digital Currencies/World Currencies-
1. Russian State Duma Profiles Digital Ruble as a Sanctions-Sidestepping Tool: Deputy Chairman of the State Duma Committee highlighted the advancements that the digital ruble would bring to controlling budget expenditures and overseeing public spending. In addition, Kiryanov commented on the possibilities that the digital ruble would open for international exchanges in the context of the sanctions the Western world has enacted against Russia. (BItcoinCom)
-Institutional Concerns-
1. Real Estate Firm Fathom Holdings Adopts MicroStrategy's Bitcoin Reserve Plan: Fathom Holdings, a real estate tech company listed on Nasdaq, plans to allocate up to half of its excess cash reserves to Bitcoin. The company aims to accept Bitcoin from customers and potentially invest in Bitcoin exchange-traded funds in the near future. (Decrypt)
2. MicroStrategy buys another 10,107 bitcoin for $1.1 billion, bringing holdings to 471,107 BTC: To put that in perspective, MicroStrategy holds more than 2.2% of bitcoin’s total 21 million supply. (TheBlock)
-Economic Indicators-
1. US 10Y Bond Yield Hits 5-week Low: US 10 Year Government Bond Yield decreased to a 5-week low of 4.51%. Over the past 4 weeks, US 10 Year Note Bond Yield lost 2.50 basis points, and in the last 12 months, it increased 42.70 basis points. (TradingEconomics)
2. US Futures Sink on AI Concerns: US stock futures tumbled on Monday, with S&P 500 contracts down 1.8%, the Dow Jones dropping roughly 450 points, and the Nasdaq 100 sliding over 3%, driven by growing concerns about the US's dominance in AI. Chinese startup DeepSeek's latest AI model, praised for its cost-effectiveness and ability to operate on less-advanced chips, garnered significant attention as its AI Assistant overtook ChatGPT to become the top-rated free app on the US Apple App Store. (TradingEconomics)
3. Bitcoin Tumbles on Profit-Taking: Bitcoin tumbled around 4% to fall below $100,000 on Monday, erasing gains from the previous week as a wave of profit-taking swept through the market. (TradingEconomics)
-Security Incidents and Concerns-
1. Scammers find sneaky way to bypass your iPhone's safety features: Cybercriminals have devised a new method to circumvent Apple's built-in phishing protection for iMessage, potentially exposing you to malicious links and scams. Apple's iMessage automatically disables links in messages from unknown senders as a security measure. By instructing you to reply to the message, often with a simple "Y," the attackers can re-enable previously disabled links. This seemingly innocuous action not only activates the links but also signals to the scammers that they've found an engaged target for future attacks. (Fox)
2. Blockchain Security Breach: $29M in SUI Tokens Stolen and Laundered: On January 26, details of the exploit were disclosed, revealing that a major holder on the Sui network fell victim to the attack. Reports indicate that on December 12, an unauthorized entity managed to drain 6.27 million SUI tokens. The stolen assets were then moved from the Sui blockchain to Ethereum using bridging mechanisms before being laundered through Tornado Cash in fragmented transactions to obscure their origin and hinder traceability. (CoinTrust) (AC-This is only one reason to not shitcoin.)
-Technology and Science-
1. Chinese researchers just built an open-source rival to ChatGPT in 2 months. Silicon Valley is freaked out. China has released a cheap, open-source rival to OpenAI's ChatGPT called DeepSeek-V3, built in two months for just $5.58 million, according to DeepSeek. DeepSeek's models are significantly cheaper to operate, costing one-thirtieth of OpenAI's GPT-4, as stated in their published API pricing. (GroundNews)
2. The release of #DeepSeek could shake up the market this week, raising serious questions about the sustainability of recent AI-driven gains. $NVDA, the backbone of AI hardware and infrastructure, now faces a tough reality—DeepSeek’s tech may reduce the demand for their hardware, leaving them and the big 7 US tech companies overvalued and exposed to corrections. Bitcoin stays unaffected fundamentally, but miners might even find new opportunities with spare data center capacity. $BTC took a dip (as the main market trading over the weekend), reflecting broader market adjustments ahead of the US stock market opening. (X)
-Bitcoin Community-
1. Poland overtakes El Salvador in global Bitcoin ATM count: Poland surpasses El Salvador to become the fifth-largest Bitcoin ATM hub globally, recording 219 active machines amid a four-month installation spree. (CoinTelegraph)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 71/100 (Down 4 pts)
Analyst Comments (AC): "Altcoin" season is in full swing, which means reporting on scams, rug pulls, and shady entities will increase. The narratives from Bitcoiners should not be flippant and insincere, but rather educational and helpful. Newcomers don't know enough to make good decisions so lets continue to provide light in the darkness.
Follow us on NOSTR: @Bitcoin Veterans
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 880,504
DTG/ICOD: 1200Z 23Jan25
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump's First Call to Saudi Prince / Trump, Milei to Address Davos Crowd / US House Passes Laken Riley Act / New Fire in LA County / DoD Sends 1500 Troops to Border / Stablecoins Positioning for Future / Russia Launches Facial Payment System / BTC ETFs Surge, Options Point Up / NASDAQs X Account Hacked, Memecoin Nets $80M / Apple's AI Automatically Turned On
Market Data: Price: 1 BTC= $101,699, 37.03 oz Gold, .24 Median US House
24hr Hi: $105,334 / Lo: $101,257
Vol: $64B (Down 6%)
Mkt Cap: $2.01T (Down 3%)
HashRate: 789 EH/s
Avg Fee Rate: 3 sats/vBtye (Down 50%)
Nodes: 21,570
---Reports---
-International Events-
1. In sign of priorities, Trump’s first call with foreign leader held with Saudi prince: Saudi Crown Prince Mohammed bin Salman on Wednesday became the first foreign leader to hold a phone call with US President Donald Trump. The decision indicated the Trump administration’s priorities, with the president expressing his desire to expand the Abraham Accords with a normalization agreement between Israel and Saudi Arabia. But the Saudis have long made clear that such a deal would require the establishment of a pathway to the eventual establishment of a Palestinian state. (TimesOfIsrael)
2. Trump to Address Globalist Elites in Davos with First Major Foreign Policy Speech: President Donald Trump on Thursday will make an online appearance at the World Economic Forum (WEF) in Davos. One of the Republican president’s biggest supporters on the world stage, Argentina’s libertarian President Javier Milei, will also make a speech to the WEF on Thursday, hours before Trump. (Breitbart)
-US Events-
1. House passes Laken Riley Act, sending the first bill to Trump to sign into law: The House passed the Laken Riley Act, requiring the detainment of unauthorized migrants accused of theft and violent crimes, with a vote of 263-156, marking the first bill for President Donald Trump to sign into law. Senator Katie Britt stated that this legislation is perhaps the most significant immigration enforcement bill passed by Congress in nearly three decades, despite lacking new funding for implementation. The bill allows state attorneys general to sue the federal government over immigration decisions, which Democrats argued would increase uncertainty and partisanship in immigration policy. (GroundNews)
2. California fires live updates: New LA County fire explodes to over 10,000 acres: At least 28 people have died as multiple wildfires, fueled by severe drought conditions and strong winds, rage across Southern California. he two largest fires, the Palisades Fire in Pacific Palisades and the Eaton Fire near Pasadena, remain active. One of the latest, the Hughes Fire in the Castaic area, has prompted evacuation orders for tens of thousands of people. (ABC)
3. Just the beginning": Pentagon sending 1,500 troops to U.S.-Mexico border: The Defense Department announced Wednesday it's sending an additional 1,500 troops to the southern border to carry out President Trump's immigration orders. There are already about 2,500 U.S. National Guard and Reserve forces there. The Pentagon will also provide military aircraft to support the Department of Homeland Security's deportation flights of more than 5,000 undocumented immigrants from the areas of San Diego, California; and El Paso, Texas. (Axios)
-Regulatory and Legal-
1. Coinbase CEO: Exchange Will Delist USDT if Authorities Demand It: Coinbase CEO recently stated that his exchange would delist Tether’s USDT if authorities demand it or if Tether fails to comply with new US laws. Coinbase, which is a shareholder in another stablecoin issuer Circle, framed the move as part of its efforts to adhere to new rules requiring issuers to obtain an e-money license from a European Union member state. The new rules also obligate stablecoin issuers to hold a portion of their reserves in cash at banks, something Tether reportedly opposes. (BitcoinCom)
-Central Bank Digital Currencies/World Currencies-
1. Russia to Launch Unified Facial Payment System: Russia will have a unified facial payment system by the second half of 2025, aiming to onboard millions as non-card payment systems gain preference. The initiative aims to establish a national biometric standard to allow Russian banks to also participate in this network, and issue terminals capable of using it to process payments. (BitcoinCom)
-Institutional Concerns-
1. CME Bitcoin Options at Most Bullish Since U.S. Election, ETF Inflows Surge: Traders scrambled to buy calls, or options offering asymmetric upside exposure, driving the skew higher to 4.4%, the most since early November. The bounce was accompanied by renewed uptake for the U.S.-listed spot ETFs, which registered a cumulative net inflow of $802 million. BlackRock's IBIT drew $661.8 million alone, helping solidify the bullish sentiment. (CoinDesk)
-Economic Indicators-
1. S&P 500 Hits Record High: US stocks closed higher with the S&P 500 climbing 0.7% to a record high, while the Nasdaq 100 gained 1.4%, and the Dow advanced 150 points on Wednesday, buoyed by robust earnings and promising corporate developments, as markets evaluated the implications of President Trump’s policy shifts. (TradingEconomics)
-Security Incidents and Concerns-
1. Nasdaq’s official X account was seemingly hacked to promote a fake memecoin: The hacker linked a fake X account as a Nasdaq affiliate and used the official Nasdaq account to retweet its post promoting a memecoin named STONKS created on the same day. Within a few hours, the memecoin’s market capitalization skyrocketed to $80 million, only to crash soon after. (TheBlock) (Ac-How to make $80M in the shitcoin deception era.)
-Technology and Science-
1. iOS 18.3: Apple Intelligence Now Enabled Automatically But There's Still a Way to Opt Out: After updating the device and finishing the setup, users would find that their devices would have Apple Intelligence turned on by default. After finishing the setup process of the software update, users may head on over to Settings to either scroll or search for Apple Intelligence & Siri, then toggle the features off to opt out of the experience. (TechTimes)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 75/100 (Down 10 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 880,208
DTG/ICOD: 1200Z 22Jan25
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Panama Complains to UN / 50 Heads of State in Davos / EU Starts Calling for Increased Defense / All USG DEI Staff Put on Paid Leave / ACLU Hits Trump With Suit Over Birthright Citizenship / Trump Greenlights ICE to Go Anywhere in US / Ross Ulbricht Given Full Pardon / SEC Forms New Crypto Task Force / Court Overturns Tornado Cash Sanctions / US CBDC Dead, Stablecoins to Rise / China OKs Sale of Half of TikToc / Is Roger Ver Next for Pardon? / Bitcoin Hashprice at ATH
Market Data: Price: 1 BTC= $104,999, 38.05 oz Gold, .24 Median US House
24hr Hi: $107,180 / Lo: $102,768
Vol: $68B (Down 33%)
Mkt Cap: $2.07T (Even)
HashRate: 773 EH/s
Avg Fee Rate: 6 sats/vBtye (Up 20%)
Nodes: 21,474
---Reports---
-International Events-
1. Panama Complains To UN Over Trump Canal Threat, Starts Audit: Panama has complained to the United Nations over US President Donald Trump's "worrying" threat to seize the Panama Canal, even as it launched an audit of the Hong Kong-linked operator of two ports on the interoceanic waterway. "The canal is and will remain Panama's," Mulino said in response to Trump's threats. (IBTimes)
2. Over 50 heads of state and government are gathering at Davos 2025: The summit, taking place from 20 -25 January 2025, is being held under the theme of “Collaboration for the Intelligent Age” and is welcoming close to 3,000 attendees from over 130 countries. Participants include over 50 heads of state and government and hundreds of other top governmental leaders. (WEFormum) (AC-Both globalists and nationalists will be speaking at this, which is giving the venue a more (barely) balanced approach of recent times. Trump and Milei will speak as will EU heads of state. Although fundamental philosophies differ greatly, at least some international dialogue is beginning to occur instead of the echo chamber that the WEF has been.)
3. Trump Effect: Top E.U. Diplomat Backs Calls for Defense Spending Boost: Top European Union (E.U.) diplomat Kaja Kallas said Wednesday the bloc must heed U.S. President Donald Trump’s demand for more defense spending as she issued a stark warning over the expansionist threat posed by Russia. Her call came less than 24-hours after French President Emmanuel Macron told Europe to “wake up” and spend more on defense. (Breitbart)
-US Events-
1. Trump administration directs all federal diversity, equity and inclusion staff be put on leave: The memo requires agencies to cancel DEI-related trainings and remove public DEI webpages by 5 p.m. Wednesday. Agencies must report any renamed DEI programs to the Office of Personnel Management within 10 days or face consequences. (GroundNews)
2. ACLU Sues Trump Over Order Ending Birthright Citizenship: The groups say the order violates the U.S. Constitution’s citizenship clause, which states that “all persons born or naturalized in the United States and subject to the jurisdiction thereof, are citizens of the United States.” Trump’s order, signed within hours of his taking office, states that the clause “has never been interpreted to extend citizenship universally to everyone born within the United States” and “has always excluded from birthright citizenship persons who were born in the United States but not ’subject to the jurisdiction thereof.'” (ZeroHedge)
3. Trump rescinds guidance protecting ‘sensitive areas’ from immigration raids: The administration of newly inaugurated United States President Donald Trump has revoked longstanding protections barring immigration raids on schools, hospitals, churches and other “sensitive areas”. For more than a decade, federal agencies have issued guidance against carrying out immigration enforcement efforts in places like schools and medical centres, on the basis that such raids might discourage people from seeking necessary services. (AlJazeera)
-Regulatory and Legal-
1. Ross Ulbricht Is Free: A Victory for Bitcoin and Freedom: Ross Ulbricht’s full pardon by President Trump marks a monumental victory for Bitcoiners, symbolizing justice for a man who became a beacon for freedom and innovation. This long-awaited moment proves the power of persistence and reminds us to keep advocating for Bitcoin and freedom. (BitcoinMag)
2. SEC Forms Task Force to Establish Clearer Crypto Regulations: The SEC launches a groundbreaking crypto task force, aiming to replace reactive enforcement with clear, innovation-friendly regulations. Led by “Crypto Mom,” Hester Peirce, this initiative promises seismic shifts in the digital asset landscape. (BitcoinCom)
3. US court overturns Tornado Cash sanctions in pivotal case for crypto: A US court has overturned the sanctions against the Tornado Cash cryptocurrency mixing protocol in a decision that could signal a shift significant toward more innovation-friendly regulations for privacy-preserving technologies. Despite the victory for Tornado Cash, Pertsev remains in custody on money laundering-related charges. (CoinTelegraph)
-Central Bank Digital Currencies/World Currencies-
1. US CBDC ‘is dead’ under Trump, but stablecoins could be set to explode: US lawmakers are still focused on proliferating digital currencies. In the absence of a digital dollar and with significant bipartisan support, stablecoin adoption could see significant growth under the incoming administration. “I think, under Trump, you’ll get passage in the next few months of a stablecoin bill that creates regulation. You’ll then probably get more TradFi players issuing stablecoins in the US [...] and you’ll also get more surety behind the two largest stablecoins, Tether and USDC.” (CoinTelegraph)
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US Stocks Extend Gains: U.S. stocks closed higher on Tuesday, with the S&P 500 adding 0.9%, the Nasdaq gaining 0.6%, and the Dow jumping 538 points, supported by relief over President Trump’s unexpectedly softer trade measures after his first day in office. (TradingEconomics)
-Security Incidents and Concerns-
1. TSA chief behind cyber directives for aviation, pipelines and rail ousted by Trump team: TSA administrator David Pekoske, who was appointed during President Donald Trump’s first term and led the way in issuing cybersecurity directives governing the airline, pipeline and rail industries, sent a farewell memo to the agency’s staff saying he was “advised” by Trump’s transition team that his time in charge would end at noon on Monday. (TheRecord)
-Technology and Science-
1. China Green Lights US Sale of TikTok, But President Trump Only Requires 50-50 Ownership: The Chinese and American governments may not be on good terms regarding the many restrictions, but about the TikTok sale, the East Asian superpower is open to having ByteDance sell its precious global app. China's Foreign Ministry spokesperson Mao Ning said that Chinese laws and regulations "should be observed" when engaging on these types of deals, but all-in-all, it is still a green light for ByteDance to sell TikTok in the US should they adhere to the law. (TechTimes)
-Bitcoin Community-
1. Elon Musk Eyes ‘Bitcoin Jesus’ Roger Ver’s Release After Ross Ulbricht: Elon Musk has publicly endorsed a pardon for Roger Ver, aka ‘Bitcoin Jesus,’ following President Trump’s pardon of Ross Ulbricht. Musk’s statement on X has ignited discussions on justice for crypto pioneers. The crypto community welcomed this move as the global market cap surged by 3.5%, hitting $3.6 trillion, underscoring the role of influential figures in reshaping the narrative around cryptocurrency advocacy and legal reform. (CoinGape)
2. Bitcoin Hashprice Hits One Month Highs, A Bullish Signal for Miners: Miner hashprice has hit $62 PH/s, the highest monthly level. Since November, mining revenue has been above the 365-simple moving average, historically a bullish signal. (CoinDesk)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 85/100 (Up 9 pts)
Analyst Comments (AC): A lot of Trump news, but it's all very significant.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 880,208
DTG/ICOD: 1200Z 21Jan25
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump Inaugurated, Starts EO Marathon / South Korean President Yoon In Court / Taliban-US Prisoner Exchange / Houthis Say Will Target Only Israeli Ships Now / Jan 6th Prisoners Pardoned / Rubio Approved For SECSTATE / CBP Officer Shot, Killed in VT / Winter Storm Blankets South / Trump Ghosts Crypto, Bitcoin on 1st Day / Vivek Bows Out of DOGE / Trump MemeCoins Crash / Rumble Buys 1st Bitcoin / TradFi Markets Unsteady / CIA Analyst Guilty of Passing Data / TikToc Alive, For Now
Market Data: Price: 1 BTC= $104,742, 38.16 oz Gold, .24 Median US House
24hr Hi: $107,965 / Lo: $100,103
Vol: $103B (Down 9%)
Mkt Cap: $2.07T (Down 2%)
HashRate: 779 EH/s
Avg Fee Rate: 5 sats/vBtye (Down 62%)
Nodes: 21,469
---Reports---
-International Events-
1. South Korea's Yoon defends actions at impeachment hearing over martial law decree: South Korean President Yoon Suk Yeol attended on Tuesday a Constitutional Court hearing of his impeachment trial where he denied ordering military commanders to drag lawmakers out of parliament during his short-lived bid to impose martial law. His lawyers outlined arguments in defence of Yoon's martial law declaration, saying it was meant to sound the alarm over abuses committed by the opposition Democratic Party. (Reuters)
2. Afghan Taliban Government Announces Prisoner Swap With US: The Taliban government said Tuesday it had released American citizens from prison in return for an Afghan fighter held in the United States, in a deal brokered by Qatar. The family of US citizen Ryan Corbett, who was detained by the Taliban in 2022, confirmed he was released and expressed "overwhelming gratitude" that he was coming home. US media named William McKenty as the second American detainee, noting little was known about what he was doing in Afghanistan and that his family had asked the US government for privacy in his case. (IBTimes)
3. Yemen’s Houthis signal they’ll now limit their attacks in the Red Sea corridor to Israeli ships: Yemen’s Houthi rebels signaled Monday they now will limit their attacks in the Red Sea corridor to only Israeli-affiliated ships after a ceasefire began in the Gaza Strip, but warned wider assaults could resume if needed. (AP)
-US Events-
1. Supporters Rally Outside D.C. Jail After Trump Pardons J6ers: Demonstrators rally outside the Central Detention Facility, also known as the D.C. Jail, after President Donald Trump pardoned and commuted thousands sentences of participants in the January 6 Capitol riot. (Breitbart) (AC-There are a large number of executive orders signed by President Trump, many of which has significant ramifications globally.
2. First Trump Cabinet Pick Approved: Senate Confirms Marco Rubio as Secretary of State: The U.S. Senate confirmed Rubio in a 99-0 vote, with his former colleagues voicing no opposition to the appointment. (Breitbart)
3. US Border Patrol agent killed in Vermont traffic stop: The DHS said that a Border Patrol agent was shot and killed during a traffic stop in Coventry, Vermont on Monday at 3:15 p.m. Coventry is near the U.S.-Canada border. During the traffic stop, two suspects were in the car. Officials confirmed that one of the suspects was dead. (Fox)
4. Dangerous 'rare winter storm' hits Gulf Coast as it braces for historic snowfall: "A bitterly cold airmass will remain in place for much of the South and eastern U.S. over the next couple of days," the National Weather Service said early Tuesday in a forecast as it advised the public about the prospect of heavy snow, freezing rain and a “significant winter storm.” (NBC)
-Regulatory and Legal-
1. Crypto Absent from President Trump's First Day Executive Orders: President Donald Trump's second term began without any mention of crypto in his inaugural speech or executive actions, disappointing the community. Despite expectations, he did not address key issues like a Bitcoin reserve or the SEC's rule "SAB 121." The absence of immediate action has left the crypto industry in limbo, with market optimism dampened by the president's silence. (Decrypt)
2. Vivek Ramaswamy exits DOGE role as Elon Musk takes control: Ramaswamy announced this in a Jan. 20 post on X, stating that he would no longer co-lead DOGE, a department focused on streamlining US government operations. Observers believe Ramaswamy may be preparing to launch a gubernatorial campaign, although he has yet to confirm these reports. (CryptoSlate)
-Central Bank Digital Currencies/World Currencies-
1. Trump Meme Coins Crash Following US Presidential Inauguration: First Lady Melania Trump’s newly launched meme coin, Melania Meme (MELANIA), has fallen more than 60% from its debut high. MELANIA now sits with a market cap of $625.5 million, per CoinGecko data. At the same time, Donald Trump’s meme coin, Official Trump (TRUMP), also took a sharp hit, falling 43% to $45 from a peak of $73.43 earlier in the week. Billed as a collectible and entertainment token, the project’s FAQ noted it is “not a financial instrument or investment.” (Decrypt) (AC-Don't shitcoin.)
-Institutional Concerns-
1. Rumble Makes First Bitcoin Purchase As Part of $20 Million Strategy: In the short X post, Pavlovski said, “On Friday, Rumble $RUM made its first-ever purchase of bitcoin. It won’t be the last.” (BitcoinCom)
-Economic Indicators-
1. US Futures Point to Gains at the Open, Trump Eyed: US stock futures edged higher on Tuesday, with contracts on the three major indexes gaining about 0.4% as traders prepared for Donald Trump’s second administration. On his first day in office yesterday, Trump took several steps to advance his agenda but refrained from immediately imposing tariffs, as many had anticipated. However, he later indicated plans to introduce a 25% levy on Mexico and Canada while avoiding mention of China. (TradingEconomics)
-Security Incidents and Concerns-
1. Ex-CIA Analyst Pleads Guilty to Sharing Top-Secret Data: Asif William Rahman, 34, of Vienna, was an employee of the CIA since 2016 and had a Top Secret security clearance with access to Sensitive Compartmented Information (SCI). He was charged with two counts of unlawfully transmitting NDI in November 2024 following his arrest. Multiple reports from Axios and CNN revealed around that time that the release was linked to Israel's plans to attack Iran. (HackerNews
-Technology and Science-
1. Trump has tossed TikTok a lifeline. But China’s not happy : Trump issued a 45-day pause in the TikToc ban, but in China, where TikTok’s parent company is based, the reception has been less positive, largely because Trump has suggested he could require the company to give up a 50% stake to avert a shutdown and suggested tariffs on Chinese goods could hinge on whether Beijing approves a potential future deal. (CNN)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 76/100 (Even)
Analyst Comments (AC): There are a large number of executive orders signed by President Trump, many of which has significant ramifications globally. As many as 200 more are expected to be signed over the next few days. We will give updates on the most significant ones as information continues to flow.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 879,637
DTG/ICOD: 1200Z 17Jan25
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Israel to Vote on Hamas Peace Deal / Iran-Russia Sign Strategic Treaty / Biden Commutes 2,500 Drug Felons / Krisi Noem in Congressional Hotseat for DHS Lead / GA Senator Banned From Session, Arrested / Developer Sues DOJ Over Code Freedom / Trump Treasury Nominee Says No to CBDC / GM Slapped For Selling Driver Data / FBI Foils Wrench Attack in Miami / China Hacks Yellen's Computer / Tick-Toc Users Move to RedNote, Start Learning Mandarin / EU Targets Musk and X / Exploding Starship Provides Fireworks / Bitcoin Loans About to Boom
Market Data: Price: 1 BTC= $102,749, 37.96 oz Gold, .24 Median US House
24hr Hi: $102,889 / Lo: $97,364
Vol: $61B (Up 6%)
Mkt Cap: $2.03T (Up 3%)
HashRate: 784 EH/s
Avg Fee Rate: 6 sats/vBtye (Up 50%)
Nodes: 21,276
---Reports---
-International Events-
1. Israeli security cabinet meet to discuss ceasefire and hostage deal: Israel’s security cabinet are convening to discuss the Gaza ceasefire and hostage release deal, according to an Israeli official. The Friday meeting comes ahead of a wider cabinet vote to approve the deal, expected on Saturday. (CNN)
2. Iran Spurns Russia's Crimea Annexation in New Strategic Treaty: In a new treaty with Russia to be signed on Friday, Iran has rejected Moscow's annexation of Crimea. Russian President Vladimir Putin and Iranian President Masoud Pezeshkian are set to sign a Comprehensive Strategic Partnership treaty, which is meant to establish Russia-Iran relations for the next 20 years and strengthen the partnership between the two countries. he new treaty, which has been in the works for five years, is meant to replace a previous long-term agreement between Russia and Iran that dates back to 2001 and was extended to 2020. (Newsweek) (AC-This help to set the stage for a Ukraine-Russia ceasefire agreement once Trump engages.)
-US Events-
1. Biden commutes sentences for 2,500 non-violent drug offenders in one of his final acts: The clemency action, which likely won’t be Biden’s last as president, applies to “individuals who relieved lengthy sentences based on discredited distinctions between crack and powder cocaine, as well as outdated sentencing enhancements for drug crimes,” he said. (Politico) (AC-Recurring themes here.)
2. Noem faces senators Friday in bid to lead Homeland Security: South Dakota Gov. Kristi Noem (R) will cap off a packed week of confirmation hearings for President-elect Trump’s Cabinet nominees when she appears Friday on Capitol Hill. Trump has tapped the former congresswoman to join his circle of top advisers and lead the agency tasked with protecting the U.S. from terror threats, securing American borders and enforcing immigration law. (TheHill)
3. Georgia Senator Moore Arrested at State Session: Moore was arrested by state troopers after attempting to attend the State of the State joint session, following a ban from the chambers by the House Speaker Jon Burns. The incident involved a physical altercation where Moore was reportedly knocked to the ground. He was charged with Willful Obstruction of Law Enforcement Officers and held at Fulton County Jail with a bond set at $1,000. (Various)
-Regulatory and Legal-
1. Developer Files Constitutional Challenge Against DOJ’s Crypto Enforcement Approach: A cryptocurrency developer has filed a federal lawsuit challenging the Department of Justice's authority to regulate non-custodial software tools under money transmission laws, bringing constitutional arguments to the ongoing debate over crypto regulation. The case parallels recent prosecutions of Tornado Cash and Samourai Wallet developers and incoming Attorney General Pam Bondi will inherit the case as Merrick Garland prepares to leave. (Blockonomi)
-Central Bank Digital Currencies/World Currencies-
1. Trump Treasury nominee Scott Bessent rejects need for US CBDC: Scott Bessent questions necessity of US CBDC, aligning with Trump’s business-friendly agenda during Senate hearing. (CryptoBriefing)
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US Mortgage Rates Rise for 5th Consecutive Week, Reaching Highest Since May 2024: The average rate on a 30-year fixed mortgage backed by Freddie Mac rose to 7.04% as of January 16th, marking the fifth consecutive week of increases and reaching the highest level since early May 2024. (TradingEconomics)
-Security Incidents and Concerns-
1. FTC hands GM a 5-year ban on selling sensitive driver info to data brokers: The Federal Trade Commission (FTC) on Thursday announced a settlement agreement with General Motors and its OnStar subsidiary that requires the automaker to stop sharing millions of customers’ sensitive geolocation data with consumer reporting agencies, including data brokers, for five years. (TheRecord)
2. FBI Foiled 'Goons' Who Plotted to Kidnap and Steal $2 Million in Crypto From Miami Jeweler: A group led by "Jack" planned to kidnap a Miami jeweler for $2 million in cryptocurrency. The FBI intervened after a confidential source tipped them off about the abduction plot. The suspects, armed with weapons, were arrested before carrying out the kidnapping on January 13. (Decrypt)
3. Chinese state-sponsored actors hack US Treasury Secretary Janet Yellen's computer, access unclassified files: US Treasury Secretary Janet Yellen's computer was hacked by Chinese state-sponsored hackers, with fewer than 50 unclassified files accessed. The breach, part of a larger espionage campaign, also affected two deputy secretaries and targeted the Treasury's unclassified systems, focusing on its role in sanctions, intelligence, and international affairs. Over 400 devices and more than 3,000 files across unclassified personal devices were compromised in the attack. (Bloomberg)
-Technology and Science-
1. Duolingo Surges Amidst Upcoming TikTok Ban, As More Users Flock to Chinese Rival Platform, RedNote: The upcoming US ban against ByteDance's TikTok has the app falling from its popularity among global users, and not only in America, as more people flock to RedNote, but Duolingo is also enjoying a massive surge now. Many users in the United States are now trying to learn the Chinese language of Mandarin via Duolingo, and it is associated with the rise of RedNote's fame in the country. (TechTimes) (AC-Cultural competition is real and 'soft power' is adjacent to other forms of power, such as military or economic. Consider this a win for China as a small battle in this domain.)
2. EU Deepens Probe Into X After Musk Outbursts: The EU on Friday demanded X provide more details about its algorithms as part of its wide-ranging probe into the platform, as Elon Musk's outbursts on European politics ramp up pressure for the bloc to act. Musk's X is suspected of manipulating the platform's systems to give far-right posts and politicians greater visibility over other political groups. (IBTimes)
3. SpaceX Starship test fails after Texas launch: Officials said the upper stage was lost after problems developed after lift-off from Texas on Thursday. But the Super Heavy booster managed to return to its launchpad as planned, prompting an eruption of applause from ground control teams. Footage showed orange balls of light flying across the sky over the Haitian capital of Port-Au-Prince, leaving a trail of smoke behind. (BBC)
-Bitcoin Community-
1. Coinbase Launches Bitcoin-Backed Loans With Rewards and Flexible Repayment Options: Coinbase now lets users borrow up to $100,000 in USDC without selling bitcoin, offering flexible repayment, tax advantages, and instant access to funds via its streamlined platform. (BitcoinCom) (AC-The bitcoin lending universe is set to expand immensely. As holders of BTC, the ability to use latent equity in held bitcoin without selling it, is financially enabling. Institutions are ready to jump in and manage this risk, for a fee, of course.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 75/100 (Even)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report