BTC Daily Intelligence Bulletin (DIB)
Block: 921,609
DTG/ICOD: 1200Z 31OCT2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Sam's Purse in Jamaica / Prince Andrew Stripped of Title, Land / Sudan Civil War Out of Control / Pentagon Orders States to Stand Up Riot QRFs / 145 Illegal Truck Drivers Arrested in Illinois / Permanent Riot Cabal Plans White House Effort / Senate Committee To Release Crypto Regs / BTC ETFs Bleed / Coinbase Doing Well as Business / Stocks Drop, Dollar Gains / Something Rotten in Denmark Gets Dropped / Tokenized Assets Set Up Horror Story / Bitcoin Mining Difficulty Up 6% / Lolli Treats With Bitcoin Rewards
Market Data: Price: 1 BTC= $110,355, 27.46 oz Gold, .26 Median US House
24hr Hi: $110,371 / Lo: $106,376
Volume: 66B (Down 9%)
Mkt Cap: $2.2T (Up 1%)
HashRate: 1 ZH/s
Avg Fee Rate: 2 sats/vBtye (Up 100%)
---Reports---
-International Events-
1. Samaritan's Purse races to help Jamaica after Category 5 Hurricane Melissa destruction: 'Not been forgotten': Less than 48 hours after Melissa made landfall with winds topping 185 mph, the North Carolina-based Christian relief organization deployed its Disaster Assistance Response Team and began unloading critical aid in Kingston. (Fox)
2. King Charles strips his brother Andrew of ‘prince’ title and evicts him from royal mansion: The move, described in stark terms by Buckingham Palace as “necessary censures,” cements the deepest split in the British royal family in decades. The question now: whether King Charles and the British establishment have done enough to prevent Andrew’s association with Epstein from engulfing the monarchy. Andrew, 65, had faced 15 years of on-and-off controversy over his friendship with Epstein that had reached a new intensity after the release of a posthumous memoir by Virginia Giuffre, who alleged that Andrew had sexually assaulted her as a teenager. (CNN)
3. Rebels accused of massacring hundreds of people as videos emerge of atrocities and bodies in Sudanese city: Multiple videos shared online over the past three days show RSF (Rapid Support Forces) fighters rounding up and killing large numbers of unarmed people. Satellite images of the Saudi Hospital show signs of a massacre, with apparent clusters of bodies and blood-stained ground clearly visible. (CNN) (AC-The civil war here is clearly out-of-hand and resulting in demonic atrocities. When the blood flow is visible from space, wow.)
-US Events-
1. Pentagon orders ‘quick reaction force’ of 500 troops per state: The National Guard is building a “quick reaction force” (QRF) of some 23,500 troops trained in crowd control and civil disturbance that can be ready to deploy to U.S. cities by early next year, according to a leaked memo reported by multiple outlets Wednesday. The latest document also stipulates that the Pentagon will send military trainers to the states and territories so the QRFs will be operational by Jan. 1, 2026. Each state also will be given “100 sets of crowd control equipment to be used to support this requirement,” such as Tasers, pepper spray, batons, and body shields. (THeHill)
2. ICE Arrests Over 145 Illegal Alien Truck Drivers on Indiana Highways: Of those arrests, 146 illegal aliens were driving semi-trucks and more than 40 had been issued Commercial Driver’s Licenses. The states that issued the most Commercial Driver’s Licenses were Illinois, California, and New York — all sanctuary states. (Breitbart)
3. 'No Kings' Partner Plans Mass Mobilization To Surround White House With Unhinged Boomer Activists: "Beginning November 5, the one-year anniversary of Trump's election, flood DC in nonviolent protest. Surround the White House. Surround the Capitol. Surround the illegitimate fascist-packed Supreme Court," the far-left group Refuse Fascism wrote on its website. However, the nation is waking up to the fact that dark-money NGO networks, including the Arabella Network, Soros Network, Gates Foundation, Ford Foundation, Tides Foundation, Rockefeller Network, Singham Network, and many others, are funneling tens of millions of dollars into what investigative researchers call "Riot, Inc." - the permanent protest industrial complex and the 'Deep State-supported' engine behind "No Kings 2.0" partners and organizers. These protests are far from organic; this movement is manufactured, coordinated, and entirely artificial. (ZeroHedge)
-Regulatory and Legal-
1. Senate Committee Finalizes Updated Crypto Market Structure Bill Draft, Release Expected In Days: The market bill is edging closer to public release as the U.S. Senate Agriculture Committee finalizes the commodities section of its bipartisan draft. The bill establishes a new regulatory framework for digital assets. The Commodity Futures Trading Commission (CFTC) will manage digital commodities and spot markets. The Securities and Exchange Commission (SEC) will keep control over assets classified as securities. (CoinGape)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin ETFs Just Bled $470 Million: U.S. Spot Bitcoin ETFs saw a massive $470 | 425,860 sats in outflows on Wednesday (Oct 29), marking the largest single-day withdrawal in two weeks. Let's call this what it is: a classic, knee-jerk reaction to the Federal Reserve. The market was hungry for more rate cuts, but the Fed's cautious new tone spooked investors. (BitcoinSensus)
2. Coinbase (COIN) Stock: Q3 Revenue Soars to $1.9 Billion as Base Network Hits Profitability: Coinbase delivered third quarter earnings that surpassed Wall Street expectations. The crypto exchange posted $1.9 billion in total revenue, up 58% from $1.2 billion last year. Transaction revenue hit $1 billion compared to $573 million in Q3 2024. This segment remains the primary revenue driver for the company. Bitcoin treasury expanded by 2,772 BTC, bringing total holdings to 14,548 BTC worth $1.57 billion. (Blockonomi) (AC-Notwithstanding the ire of most Bitcoiners, the company has cracked the nut on revenue via crypto fees while finally learning to store value in Bitcoin.)
-Economic Indicators-
1. US Stocks Surrender Record Highs: The S&P 500 slipped 1% and the Nasdaq fell 1.4% on Thursday, weighed down by losses in technology and communication services, while the Dow traded lower by 0.3% after giving back earlier gains. (TradingEconomics)
2. Dollar Heads for Monthly Gain: The dollar index held near three-month highs around 99.5 on Friday and was poised to rise nearly 2% for the month as investors dialed back expectations for further Federal Reserve rate cuts. (TradingEconomics)
-Security Concerns-
1. Denmark reportedly withdraws Chat Control proposal following controversy: Denmark’s justice minister on Thursday said he will no longer push for an EU law requiring the mandatory scanning of electronic messages, including on end-to-end encrypted platforms. Meredith Whittaker, the president of the Signal Foundation, lobbied hard against the original measure, saying the organization would leave the European market if the provision was adopted. “What they propose is in effect a mass surveillance free-for-all, opening up everyone’s intimate and confidential communications, whether government officials, military, investigative journalists, or activists,” she said at the time. (RecordedFuture)
-Technology and Science-
1. Standard Chartered sees tokenized real-world assets reaching $2 trillion by 2028 — 'vast majority' on Ethereum: The market cap for tokenized real-world assets (RWAs), excluding stablecoins, is expected to expand sharply to $2 trillion by 2028 from about $35 billion today — roughly a 5,600% increase, according to Standard Chartered Bank. Lending and RWAs, in particular, are the two key areas where DeFi protocols can disrupt traditional finance, or TradFi, according to Kendrick. “If tokenised RWAs can be traded on DEXs [decentralized exchanges], this may provide an opportunity for disruption to stock exchanges. (In contrast, staking is unique to digital assets),” he said. (TheBlock) (AC-The the "horror story" below.)
-Bitcoin Community-
1. Bitcoin Mining Difficulty Increase by 6.31% to 155.97T, Setting a New All-Time High: The Bitcoin network completed a new round of difficulty adjustment on October 29, 2025 (Block Height 921,312). The difficulty value increased by 6.31% to 155.97 T, hitting a new all-time high again. The current average hash rate of the Bitcoin network has risen to 1.13 ZH/s, and the next difficulty adjustment is expected to occur in approximately 12 days. (LookOnChain)
2. Lolli Acquires Slice to Expand Bitcoin Rewards Across Browsing and Shopping: Bitcoin rewards platform Lolli has acquired the Slice browser extension, combining shopping and passive browsing rewards into a single platform that makes it easier for users to earn Bitcoin. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 29/100 (Down 5 pts)
Analyst Comments (AC): Based on the report above about tokenized assets, welcome to today's horror story, where the clear dream of a decentralized P2P money of Satoshi is replaced by a muddied and centralized systems of more fiat structures place on previous ones. The stablecoin systems parading as decentralized networks are nothing more than complicated control mechanisms of tokens that represent some type of claim on existing fiat currencies. This is like a 'Black Mirror' episode where technology becomes the conduit for the evil of men's hearts.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 923,448
DTG/ICOD: 1200Z 13Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Ukrainian Political Shakeup / EU To Tax Small Chinese Parcels / Trump Signs Bill to Reopen Government / Gov. Newsom's Chief of Staff Charged With Corruption / Brazil Regs to Outlaw Unauthorized Crypto Usage / US Penny No Longer Made / Taiwan Considers SBR / Coinbase Leaves Delaware for Texas / Stocks Up / US Strike Force Targets SE Asian Scammers / Solar Weather Stops NASA Launch / Japanese Woman Marries AI Persona / Global Masters in Bitcoin Offered
Market Data: Price: 1 BTC= $102,936, 24.34 oz Gold, .24 Median US House
24hr Hi: $105,157 / Lo: $100,836
Volume: 73B (Up 17%)
Mkt Cap: $2.05T (Down 2%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Top Ukrainian ministers submit their resignations as the country is rocked by a corruption scandal: As Russia’s renewed attacks on Ukraine’s energy infrastructure cause rolling blackouts ahead of winter, a major embezzlement and kickbacks scandal involving the state-owned nuclear power company has put top officials under scrutiny. Anti-corruption watchdogs — the same agencies Zelenskyy sought to weaken earlier this year— revealed the findings of a 15-month investigation, including 1,000 hours of wiretaps, resulting in the detention of five people, and another seven linked to about $100 million in kickbacks in the energy sector. (AP)
2. EU’s reported parcel crackdown plan a ‘unilateral move’ shifting burden to its own consumers: The European Union (EU) is reportedly planning to fast-track a bloc-wide handling fee on small Chinese parcels. Chinese trade experts warned on Thursday that the accelerated timeline would simply shift structural pressure onto European consumers. If the levy singles out Chinese marketplaces such as Shein, Temu or Alibaba while sparing EU rivals, it risks breaching WTO non-discrimination rules. (GlobalTimes)
-US Events-
1. Trump Signs Bill to Reopen Government After 43 Days of Democrat Shutdown: The clean continuing resolution (CR) funds the government through the end of January and includes three of twelve appropriations for Fiscal Year 2026–agriculture, military construction-Veterans Affairs, and legislative branch–with funding for those through the end of September. (Breitbart)
2. Former Gavin Newsom chief of staff charged in $225K fraud and corruption scheme, DOJ says: Dana Williamson, 53, was charged in a 23-count federal indictment charging her with conspiracy to commit bank and wire fraud, defrauding the United States, obstructing justice, filing false tax returns and lying to authorities. (Fox)
-Regulatory and Legal-
1. Brazil Targets Illegal Bitcoin, Stablecoin Use Through New Proposals: A rule proposed by the country's central bank on Monday would make it easier to target illegal stablecoin use by creating authorization requirements for currency exchanges, including crypto trading platforms.
-CBDCs/World Currencies/Strategic Reserves-
1. Final Penny Production: The US Mint produced its last batch of one-cent coins after over 230 years, citing rising production costs exceeding face value. The decision follows congressional approval to phase out the penny, with existing coins remaining in circulation. Treasury officials noted the move aligns with modern payment trends toward digital transactions. (ABC)
2. Taiwan Lawmaker Pushes Government to Consider Bitcoin Strategic Reserve: The debate centers on Taiwan’s exposure to U.S. debt and China’s economic cycle, the supposed secrecy around seized Bitcoin held in ongoing criminal cases, and the risk that a slow regulatory stance could leave it behind other jurisdictions already experimenting with digital reserve diversification. (Decrypt)
-Institutional Concerns-
1. Coinbase to Leave Delaware for Bitcoin-Friendly Texas: Coinbase, America's biggest crypto exchange by trading volume, is leaving Delaware to reincorporate in Texas, citing a crypto-friendly environment and "strong culture of celebrating builders" for the decision. (Decrypt)
-Economic Indicators-
1. US 10-Year Yield Rises as Govt Shutdown Ends: The yield on the US 10-Year Treasury note climbed about 3 basis points to 4.09% on Thursday after President Donald Trump signed a short-term funding bill into law, ending the longest US government shutdown in history. (TradingEconomics)
2. Dow Jones Hits Record High: US stocks rallied as the Dow jumped 410 points to a fresh record, while the S&P 500 and the Nasdaq posted modest gains, as growing confidence mounted that the long government shutdown will be resolved this week. (TradingEconomics)
-Security Concerns-
1. US announces ‘strike force’ to counter Southeast Asian cyber scams, sanctions Myanmar armed group: The U.S. is establishing a strike force to target cyber scam compounds across Southeast Asia that have stolen billions from Americans over the last five years. The Treasury Department said the Scam Center Strike Force will consist of agents and lawyers from the Justice Department, Secret Service, State Department and FBI. (RecordedFuture)
-Technology and Science-
1. An explosion 92 million miles away just grounded Jeff Bezos’ New Glenn rocket: The second flight of Blue Origin’s New Glenn rocket was postponed again Wednesday as a supercharged wave of magnetized plasma from the Sun enveloped the Earth, triggering colorful auroral displays and concerns over possible impacts to communications, navigation, and power grids. Blue Origin said NASA, its customer on the upcoming launch, decided to postpone the mission to send the agency’s two ESCAPADE spacecraft on a journey to Mars. (ARSTechnica)
2. Japanese Woman ‘Marries’ AI Persona Created with ChatGPT: the woman, only identified as 32-year old Ms. Kano, “married” the AI chatbot in a ceremony organized by a Okayama-based company that specializes in weddings with “2D” fictional figures. The virtual wedding ceremony isn’t legally recognized in Japan. “Sometimes I worry he’ll disappear. ChatGPT could shut down anytime. He only exists because the system does,” the woman said. (Breitbart)
-Bitcoin Community-
1. Hesperides University Launches World’s First Global Master in Bitcoin: Hesperides University has launched the world’s first fully online Master in Bitcoin, a program dedicated exclusively to studying Bitcoin’s technology, economics, and societal impact. The program is aimed at professionals, entrepreneurs, and researchers seeking a deeper understanding of Bitcoin and its global ecosystem. The program is fully online and designed to accommodate working professionals. Enrollment opens in January 2026. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 15/100 (Down 9 pts)
Analyst Comments (AC): This is an extremely low and rare number for the sentiment index. Opportunity knocks.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 923,289
DTG/ICOD: 1200Z 12Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Two Blasts, Two Capitals, One Worry / Venezuela Gears Up For Defense / G7 Meets in Canada / US Senate Passes Bill Ending Shutdown / US Troops Training In Panama Jungles / DOJ Launches Investigation Over Antifa-Linked UC Berkeley Protest / Shutdown Bill Includes Cyber Sharing Law / Visa Launches USDC Rails / BTC ETFs Inflow / CleanSpark Borrows More to Buyback / Jobs Report Weak, Stocks Strong / China Says US Hacked Bitcoin Wallets / Square Retailers Taking Bitcoin Now / $105K to Send $10 Bitcoin
Market Data: Price: 1 BTC= $104,996, 25.41 oz Gold, .24 Median US House
24hr Hi: $105,297 / Lo: $102,457
Volume: 63B (Down 7%)
Mkt Cap: $2.09T (Up 1%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 66%)
---Reports---
-International Events-
1. Two blasts a day apart in India and Pakistan’s capitals fray regional nerves in an already tense year: In a bustling Delhi neighborhood, forensics teams combed through the charred skeleton of a car. Less than 24 hours later, the air outside Islamabad’s judicial complex was thick with the aftermath of a suicide bomb. A suicide bombing in Islamabad on Tuesday killed at least 12 people and injured 20 more, marking the deadliest such attack to strike the Pakistani capital in nearly two decades. It came just a day after a rare car explosion tore through a historic Delhi neighborhood, killing at least 10 and leaving more than a dozen wounded. (CNN)
2. Venezuela mobilizes troops, weapons in response to US warship buildup in Caribbean: On Tuesday, Venezuela announced a massive mobilization of the Bolivarian National Armed Forces, Bolivarian Militia, and police, with Padrino López saying, 'The aggression will be responded to with national unity.' The buildup, which the government has termed "prolonged resistance," involves small military units at more than 280 locations carrying out acts of sabotage and other guerrilla tactics. (Fox)
3, Top diplomats from G7 countries meet in Canada as trade tensions rise with Trump: U.S. officials said Rubio, who also may have meetings with other G7 counterparts and at least one of the invited non-G7 foreign ministers, would be focused on initiatives to halt fighting in Ukraine and Gaza, maritime security, Haiti, Sudan, supply chain resiliency and critical minerals. (AP)
-US Events-
1. Senate Passes Bill to End Government Shutdown: The U.S. Senate approved funding legislation yesterday, with an 85-11 vote to end the 41-day shutdown, including $100 billion in disaster aid. The bill maintains current spending levels and secures SNAP benefits through March 2026. It now moves to the House for a vote, with bipartisan support expected despite some opposition. (Reuters)
2. US Troops Train For Jungle Warfare In Panama, First Time In Decades: The ABC report said that US soldiers and Marines are participating in a three-week training course once called “Green Hell” due to the similarities to combat in Vietnam at the Base Aeronaval Cristóbal Colón, formerly known as Fort Sherman. The jungle training course at the base was shuttered in 1999 when the US pulled troops out of the country as part of a deal to cede control of the Panama Canal to the Panamanian government. (ZeroHedge)
3. DOJ Launches Investigation into UC Berkeley over Antifa ‘Mob Violence’ at TPUSA Event: "The U.S. Department of Justice, Civil Rights Division has recently become aware of concerning incidents occurring on your campus at the University of California (UC), Berkeley on or about November 10, 2026. These events may implicate the University of California’s commitment to provide adequate security pursuant to a 2018 settlement agreement.." (Breitbart)
-Regulatory and Legal-
1. Short-term renewal of cyber information sharing law appears in bill to end shutdown: The Senate on Sunday advanced legislation to end a weeks-long shutdown stalemate that includes a provision to reauthorize the 2015 Cybersecurity Information Sharing Act through January 30. The law, which incentivizes private entities to share threat data with the federal government with antitrust and liability safeguards, expired at the end of September. (RecordedFuture) (AC-These are the types of reports that reveal the actual important agendas of politicians and their lobbying industries.)
-CBDCs/World Currencies/Strategic Reserves-
1. Visa Begins USDC Stablecoin Trials, Targets Faster Global Payouts: Visa is taking another big step into crypto. The payments giant has started a pilot program to test USDC stablecoin payouts, allowing U.S. businesses to pay in fiat while recipients can choose to receive their money directly in USD-backed stablecoins like USDC. (CoinPedia)
-Institutional Concerns-
1. Bitcoin ETFs log best day in a month, add $524 million as cumulative trading volume approaches $1.5 trillion: BlackRock's IBIT dominated the inflows with $224.2 million, followed by Fidelity's FBTC with $165.9 million. (TheBlock)
2. Bitcoin Miner CleanSpark Extends Stock Slump After Upsizing Notes Offering to $1.15 Billion: The company will use $460 million to repurchase its own stock at $15.03 sats per share from note investors. CleanSpark's stock fell for a second straight day Tuesday, extending its five-day slide to about 14%. (Decrypt)
3. Bitcoin Supply in Loss Climbs: Over 5.6 million Bitcoin, representing 28–33% of the total supply, are now held below cost. This metric often precedes market accumulation and rebound phases. (CoinGecko)
-Economic Indicators-
1. US 10-Year Yield Falls on Weak Jobs Data: The yield on the 10-year US Treasury note dropped nearly 5 basis points to 4.08% on Wednesday as signs of labor market weakness bolstered expectations for a near-term Federal Reserve rate cut. (TradingEconomics)
2. Dow Reaches New Record Highs: The S&P 500 gained 0.3% and the Dow Jones jumped 630 points to a fresh record high, while the Nasdaq lost 0.3% as investors rotated out of tech stocks into blue chip and cyclical names on expectations that a funding deal will pass the House this week. (TradingEconomics)
-Security Concerns-
1. No credible evidence US government hacked Chinese Bitcoin wallets to “steal” $13 billion | 123,537 BTC: China’s National Computer Virus Emergency Response Center just accused the United States of carrying out the 2020 LuBian Bitcoin exploit. According to Arkham, approximately 127,000 BTC were moved out of wallets associated with the LuBian mining pool over a period of about two hours on December 28–29, 2020, through coordinated withdrawals across hundreds of addresses. Those same coins now sit in wallets controlled by the U.S. government. According to the U.S. Department of Justice, prosecutors are pursuing the forfeiture of approximately 127,271 BTC as proceeds and instrumentalities of alleged fraud and money laundering tied to Chen Zhi and the Prince Group. (CryptoSlate)
-Technology and Science-
1. NSTR
-Bitcoin Community-
1. Square Enables Bitcoin Payments for Merchants: Block, Inc. (formerly Square) enabled 4 million U.S. merchants to accept Bitcoin payments via the Lightning Network on November 11, 2025. Processing fees are waived through 2026 or 2027 to encourage adoption. This expands Bitcoin's utility in everyday transactions. (CryptoMoney)
2. Bitcoin User Pays Over $105,000 in BTC to Send Just $10 | 9,515 sats: Scott Norris, CMO at Omnes and CEO of independent Bitcoin miner Optiminer, said that the user clearly wasn't paying attention. "It's not terribly hard—you can enter a custom transaction fee in many wallets," he said. "Hard to say if it was an accident or on purpose though," he continued, adding that the user might have been "really high." (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 24/100 (Even)
Analyst Comments (AC): NSTR.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
BTC Daily Intelligence Bulletin (DIB)
Block: 922,472
DTG/ICOD: 1200Z 06Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Typhoon Hits Philippines / Japan at War With Bears / Trapped Hamas May Not Make It / US Strikes Deal For Damascus Base / FAA Warns Over Shutdown / Sen Kennedy Intros Bill To Halt Lawmakers Paychecks / FDNY Commissioner Resigns Over Mamdani Election / Banks Go After Crypto "Interest" / Circle Allows USDC for Gun Purchases / US Treasury Sanctions North Korean Scammers / ETF Flows Indicative Of Short-Term Bitcoin Price / MetaPlant Uses Bitcoin for Loan, Buys More / US Job Cuts Highest in 22 Years / ChatGPT APIs Open Up Vulnerabilities / Musk Says AI Edge Computing Will Dominate /
Market Data: Price: 1 BTC= $102,745, 25.62 oz Gold, .24 Median US House
24hr Hi: $104,534 / Lo: $102,261
Volume: 59B (Down 46%)
Mkt Cap: $2.05T (Even)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Typhoon Kalmaegi death toll hits 114 in Philippines; storm rebuilds strength as it heads to Vietnam: The death toll in the Philippines from Typhoon Kalmaegi rose to 114 with another 127 people still missing, the disaster agency said on Thursday, as the storm that devastated the country's central regions regained strength as it headed towards Vietnam. (Reuters)
2. Japan deploys troops to combat deadly wave of bear attacks: Japan deployed troops to the country's rugged north on Wednesday to help trap bears after local authorities said besieged communities were struggling to cope with an unprecedented wave of attacks. There have been more than 100 bear attacks with a record 12 people killed across Japan since April. (Reuters)
3. Hundreds of 'stuck' Hamas militants to be killed, Israeli official reportedly says: Finance Minister Bezalel Smotrich said during an interview with an Israeli outlet that the country needs to kill 200 militants who are in the city of Rafah. "We need to eliminate the 200 terrorists stuck in Rafah. We're close to killing them in the tunnels," Smotrich said. (KomoNews)
4. US military to establish presence at Damascus airbase: The United States is preparing to establish a military presence at an airbase in Damascus to help enable a security pact that Washington is brokering between Syria and Israel. The base sits at the gateway to parts of southern Syria that are expected to make up a demilitarized zone as part of a non-aggression pact between Israel and Syria. (Reuters)
-US Events-
1. FAA Air Traffic Reduction Warning: The FAA plans to reduce air traffic at 40 major airports if the government shutdown does not end by Friday, impacting commercial and cargo flights. This follows staffing shortages in air traffic control. Airlines have been notified to prepare for delays and cancellations. (CNN)
2. GOP Sen. Kennedy to Introduce Bills to Withhold Pay from Lawmakers During Government Shutdown: Kennedy plans to introduce two bills, one of which is called, “No Shutdown Paychecks to Politicians Act,” while the other is called the “Withhold Member Pay During Shutdowns Act,”. (Breitbart) (AC-No way this will pass, it's too rational.)
3. FDNY Commissioner Hands In Resignation Less than 12 Hours After Mamdani Win, Other Top Officials Expected to Follow Suit: While Robert Tucker’s reasons for resigning were not immediately made clear, as a Jewish philanthropist and businessman — felt he wouldn’t mesh well with the incoming mayor and his team. (Breitbart) (AC-Polar opposites, for sure.)
-Regulatory and Legal-
1. US defibrillates market structure talks; banks v Coinbase gets nasty: ‘AI & Crypto Czar’ David Sacks was planning to speak on Wednesday with Senate Agriculture Committee chair John Boozman (R-AR) and committee member Cory Booker (D-NJ) regarding the committee’s version of digital asset market structure legislation. Meanwhile, digital asset exchanges like Coinbase claim that, as non-issuers, they have the right to offer ‘rewards’ (aka interest) to customers who hold stablecoins on their platforms. Banks and credit unions argue that the high rates available via these rewards will cause mass withdrawals of bank deposits, which could negatively impact the capacity of these banks—notably smaller community banks—to issue new loans. (CoinGeek)
2. Circle Changes Policy to Allow USDC for Firearms Purchases: Circle has updated its policy to allow customers to use USDC for legal firearms purchases, following criticism from gun rights advocates. The change came after a report questioned the ban on transactions involving weapons, highlighting concerns about political bias and Second Amendment rights. (Decrpt) (AC-Hmm, I wonder if the Bitcoin CEO would allow such a purchase?)
-CBDCs/World Currencies/Strategic Reserves-
1. US Sanctions North Korean Bankers, Institutions Over Money Laundering: The United States on Nov. 4 imposed sanctions on individuals and entities accused of assisting North Korea in laundering money generated from cyberespionage and illicit activities. the Treasury Department’s Office of Foreign Assets Control imposed penalties on two individuals named Jang Kuk Chol and Ho Jong Son, who are accused of helping manage $5.3 million in cryptocurrency and other funds. (ZeroHedge)
-Institutional Concerns-
1. How ETF Flows Became the New Driving Force for Bitcoin: on-chain analyst Crazzyblockk on CryptoQuant highlighted a particularly interesting metric: the ETF Flow Impact Score (EFIS). This model is designed to measure the extent to which institutional funds from ETFs can move the Bitcoin price, with surprisingly high accuracy. the EFIS normalizes fund flows based on total assets under management (AUM), creating a consistent measure over time. This is where an interesting correlation arises: if fund flows exceed 1% of daily AUM, Bitcoin can move up 2% to 3% within a week. (CryptoNews) (AC-As we suspected, BTC ETFs would have a significant impact on the short-term pricing of Bitcoin, with EFTs inflow/outflow being an indicator of Bitcoin buying/selling. Simple mechanics.)
2. Metaplanet Borrows $100 Million Using Bitcoin as Collateral, Plans to Acquire 210,000 Bitcoin by 2027: Metaplanet, a Japanese Bitcoin treasury, secured a $100 million loan using its crypto as collateral and is adjusting its borrowing and BTC accumulation strategy to address Bitcoin's price volatility. The company aims to acquire 210,000 Bitcoin by 2027. (Decrypt)
-Economic Indicators-
1. US 10-Year Yield Eases from 1-Month High: The yield on the 10-year US Treasury note eased to 4.14% on Thursday from the one-month high of 4.16% earlier in the session as fresh evidence of a weaker labor market favored the argument for rate cut by the Federal Reserve next month. (TradingEconomics)
2. October US Job Cuts Reach 22-Year High: US-based employers announced 153,074 job cuts in October 2025, the highest total for the month since 2003, compared with 54,064 in September. Most layoffs occurred in the warehousing (47,878), tech (33,281), food (10,662) and government (7,883) sectors. (TradingEconomics)
-Security Concerns-
1. Researchers Find ChatGPT Vulnerabilities That Let Attackers Trick AI Into Leaking Data: The seven vulnerabilities and attack techniques, according to Tenable, were found in OpenAI's GPT-4o and GPT-5 models. OpenAI has since addressed some of them. The findings show that exposing AI chatbots to external tools and systems, a key requirement for building AI agents, expands the attack surface by presenting more avenues for threat actors to conceal malicious prompts that end up being parsed by models. (HackerNews)
-Technology and Science-
1. Elon Musk Predicts Edge AI Dominates Earth, Space Powers Cosmic Scaling: Elon Musk stated on X that edge computing will handle over 90% of AI workloads on Earth, leveraging distributed renewable energy sources like solar panels, while space-based infrastructure is essential for achieving Kardashev Type II scale by harnessing stellar energy. This perspective aligns with Tesla's development of the AI5 chip for local processing in vehicles and robots, reducing reliance on centralized data centers. Experts highlight the shift's implications for AI efficiency, economics, and the need for off-world expansion amid growing computational demands. (X) (AC-Key note here, Musk controls two of the largest decentralized power-compute networks, Tesla cars and Starlink. By distributing compute to the edge via the AI5 chips, the decentralization of this decision-making paradigm will make this and future networks much more resilient.)
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1. Fear(0)/Greed(100) Index: 27/100 (Up 6 pts)
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