BTC Daily Intelligence Bulletin (DIB)
Block: 958,887
DTG/ICOD: 1200Z 20 July 2026
Precedence: Routine FNG (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: U.S. and Iran launch new strikes / Andy Burnham prepares to enter Downing Street as prime minister / Russia unleashes one of biggest ballistic missile attacks of the Ukraine war / Ukraine fires 400 drones toward Moscow / Taiwan records increased Chinese state-vessel activity / Peru earthquake kills six and displaces approximately 300 / Trump Accuses China of 2020 Election Interference / Catastrophic Flooding Strikes the Texas Hill Country / ICE orders body-camera recording of vehicle stops / Widespread hazardous wildfire smoke / Taylor Farms Recalls Iceberg Lettuce / Trump Media Pitches $100,000 Monthly Fee for Fastest Access to Presidential Posts / Administration works to replace tariffs invalidated by Supreme Court / Senate CLARITY Act negotiations continue / U.S. gasoline average returns to $4 per gallon / TSMC announces another $100 billion for Arizona production / AI-enabled “synthetic insiders” penetrate corporate networks / Moonshot AI releases Kimi K3 open-weight model / SpaceX aborts Starship Flight 13 at ignition
Market Data: Price: 1 BTC= $64,585 16.3 oz Gold, 6.67 BTC/Median US House
24hr Hi: $65,050 / Lo: $63,702
Volume: $16.80 B
Mkt Cap: $1.29 T
HashRate: 964.4 EH/s
Avg Fee Rate: 1 sats/vBtye (down 1)
---Reports---
-International Events-
1. U.S. and Iran launch new strikes after 3 U.S. service members are killed
U.S. Central Command reported that on July 17, 2026, two U.S. service members were killed in action at Muwaffaq Salti Air Base in Jordan while defending against Iranian ballistic missile and drone attacks, with one additional service member reported missing in action. Four other American service members were medically evacuated to Jordanian hospitals following the incident and have since been discharged. The Department of Defense identified the two killed service members as 1st Lt. Tyler James Feehan, 25, of Ewa Beach, Hawaii, and Pvt. Isabella Gonzales, 19, of Carrollton, Texas. On or around July 18, a third U.S. service member was killed in northern Iraq during a controlled detonation of unexploded ordnance from a downed Iranian one-way attack drone. In response, U.S. forces conducted a wave of airstrikes on Iranian targets over the weekend marking the ninth consecutive day of bombing operations since peace talks between the two countries collapsed. President Trump stated that the latest strikes honored the three recently killed service members, with total confirmed U.S. military deaths in the conflict reaching approximately 17. (NPR)
2. Andy Burnham prepares to enter Downing Street as prime minister
On Monday, July 20, outgoing Prime Minister Keir Starmer delivered his final speech outside 10 Downing Street, stating that his work was done and expressing full support for his successor before traveling to Buckingham Palace. Andy Burnham, who was elected Labour Party leader on Friday, July 17, following Starmer’s resignation as party leader in June, is scheduled to become the new prime minister later today. Burnham returned to Parliament after winning a by-election in the Makerfield constituency. The transition follows standard UK constitutional procedure in which the governing party selects a new leader who then assumes the premiership without an immediate general election. Burnham becomes the seventh British prime minister since 2016. (BBC)
3. Russia unleashes one of biggest ballistic missile attacks of the Ukraine war
On July 19, Russian forces launched a large-scale attack on Kyiv consisting of more than 40 ballistic missiles and approximately 120 drones. Ukrainian officials, described the assault as one of the largest ballistic missile attacks of the full-scale war and labeled strikes on civilian areas as terrorism. The attack lasted about five hours and caused damage to buildings, vehicles, and a metro station entrance in the capital. Ukrainian reports stated that the strike killed at least one person and injured 16 others. Ukrainian air defense systems intercepted a portion of the incoming missiles and drones.
(Guardian)
4. Ukraine fires 400 drones toward Moscow as Zelenskyy grapples with protests
On July 19, Ukrainian forces launched approximately 400 drones targeting the Moscow region, striking logistical facilities and an oil depot more than 400 km from the Ukrainian border. Russian officials reported that 10 people were injured, including seven in the Domodedovo area (three of them Chinese nationals), with fires breaking out at an industrial park and a residential building. Ukrainian President Zelenskyy stated that the targets were in response to Russian strikes. Separately, street protests occurred in Ukraine following a government reshuffle last week that included the sacking of Defence Minister Mykhailo Fedorov while retaining Armed Forces Chief Gen. Oleksandr Syrskyi; Zelenskyy is scheduled to hold key talks to address the resulting political crisis. (AP)
5. Taiwan records increased Chinese state-vessel activity
Taiwan recorded 55 sightings of Chinese government vessels around the main island in June, compared with 30 in May and 25 in June 2025. The count included coast guard and research vessels but excluded activity around Taiwan-controlled islands close to mainland China. Taiwan’s coast guard calculated the changes as increases of 83% from May and 120% from one year earlier. Taiwanese officials said exercises would be conducted off the island’s east coast to rehearse the protection of Pacific supply routes.
(Reuters)
6. Peru earthquake kills six and displaces approximately 300
A magnitude-5.5 earthquake struck near Sicaya in Peru’s Huancayo province on Saturday night. Authorities reported at least six deaths, more than 30 injuries, and approximately 300 displaced residents. The earthquake occurred at a reported depth of roughly ten kilometers. A historic church and other structures were damaged, and officials had not established a final missing-person count. (AP)
-US Events-
1. Trump Accuses China of 2020 Election Interference
President Donald Trump alleged in a July 16 national address that China interfered in the 2020 presidential election and that U.S. intelligence officials concealed relevant reporting from him and Congress. Trump cited newly declassified documents and claimed Beijing illicitly acquired approximately 220 million American voter records, while unverified raw FBI intelligence reportedly described a Chinese effort to manufacture fraudulent ballots supporting Joe Biden. China’s Foreign Ministry rejected Trump’s accusations as false and unfounded, stating that Beijing had never interfered in U.S. elections. The declassified material therefore documents reported foreign capabilities, intelligence collection, and election-system vulnerabilities, but the publicly available record does not establish that China altered votes or changed the 2020 election result.(The White House)
2. Catastrophic Flooding Strikes the Texas Hill Country
Catastrophic flash flooding across the Texas Hill Country and South Texas killed at least two people after several days of extreme rainfall inundated Kerr, Uvalde, Gillespie and surrounding counties. The National Weather Service reported that parts of Uvalde County received as much as 28 inches of rain in three days, while sections of the Guadalupe River rose more than 30 feet and flooded homes, roads and businesses. Officials reported more than 270 water rescues and deployed over 2,700 personnel with approximately 1,500 vehicles, aircraft and other response assets. Governor Greg Abbott declared disasters in 59 counties and requested a federal major-disaster declaration covering 28 counties to support recovery operations. (AC: Almost 1 year to the day from the devastating floods that took the lives of 25 children and 2 camp counselors from Camp Mystic) (National Weather Service & AP)
3. ICE orders body-camera recording of vehicle stops
Immigration and Customs Enforcement will require officers to record vehicle stops using at least one body-worn camera, border adviser Tom Homan said Sunday. The announcement followed fatal ICE-involved shootings in Texas and Maine earlier in July. Reuters reported that no ICE body camera footage existed from either incident. Homan said cameras had been purchased and personnel were being trained to use them. (Reuters)
4. Widespread hazardous wildfire smoke across US and Canada.
Smoke from massive wildfires in Canada and Minnesota caused dangerous air quality across the Midwest, Northeast, Great Lakes region, and into parts of the mid-Atlantic and New England. Hazardous PM2.5 levels were recorded in states including Minnesota, Wisconsin, Michigan, Illinois, and Ohio; “very unhealthy” levels affected others such as New York, Pennsylvania, and Indiana. Over 120 million people were impacted in the Midwest and Northeast; smoke shrouded skylines and reduced visibility
(NWS)
5. Taylor Farms Recalls Iceberg Lettuce Amid Cyclospora Outbreak
Taylor Farms de Mexico voluntarily recalled all iceberg lettuce sourced from central Mexico on July 17 after epidemiological and supply-chain investigations linked its shredded lettuce to a five state Cyclospora outbreak. The CDC reported 1,644 confirmed illnesses, 94 hospitalizations and no deaths. Recalled products included Marketside iceberg salad and shredded lettuce sold at selected Walmart stores, along with products distributed to restaurants and food-service customers in at least 28 states. The FDA said traceback evidence converged on Taylor Farms de Mexico as the supplier used by Taco Bell locations where infected customers reported eating, and Taco Bell stopped using the implicated lettuce. The FDA later determined that an initially reported positive lettuce sample was a false positive, but maintained the recall and investigation because the epidemiological and traceback evidence continued to implicate the product. (CDC)
6. Trump Media Pitches $100,000 Monthly Fee for Fastest Access to Presidential Posts
Trump Media & Technology Group discussed charging Wall Street trading and investment firms as much as $100,000 per month for its fastest feed of President Donald Trump’s Truth Social posts, according to people familiar with confidential sales discussions. The company also offered a discounted price of approximately $60,000 per month under a three-year contract. The service, called Truth API, is scheduled to launch August 1 and will deliver real-time posts from ten influential Truth Social accounts, including Trump, the White House and other senior administration officials. Trump Media said the licensed feed would reach clients significantly faster than standard push notifications or unauthorized data-scraping services, and the company had already signed financial-news and high-frequency-trading customers without identifying them. Trump Media publicly announced the data service without disclosing its pricing, while regulatory filings show a Trump-controlled trust holds approximately 41% of the company’s outstanding shares. (Reuters)
-Regulatory and Legal-
1. Administration works to replace tariffs invalidated by Supreme Court
The administration is preparing replacement tariffs after the Supreme Court invalidated broad emergency duties in February. Current 10% global tariffs imposed under Section 122 of the Trade Act expire July 24 because the statute limits them to 150 days. Officials are using Section 301 investigations, which require public comments and hearings, to establish additional duties based on alleged unfair trade practices. Current proceedings include forced-labor and excess-industrial-capacity investigations, while separate 25% duties on selected Brazilian imports were announced during the reporting period.
(AP)
-CBDCs/World Currencies/Strategic Reserves-
1. Senate CLARITY Act negotiations continue
President Donald Trump met with Republican senators on July 16 to press for passage before the Senate’s August recess, but the public floor schedule had not listed a confirmed vote as of July 20. Negotiations remain focused on stablecoin rewards, protections for noncustodial software developers, illicit-finance provisions, and Democratic demands for ethics restrictions covering digital-asset holdings by senior government officials. The legislation would likely require 60 Senate votes to overcome a filibuster, after which any Senate changes would have to be reconciled with the House-approved bill before it could reach the president. (Barrons)
-Institutional Concerns-
NSTR
-Economic Indicators-
1. U.S. gasoline average returns to $4 per gallon
The national average price for regular gasoline reached $4.00/gallon, according to AAA. The average increased approximately 13 cents during the preceding week and stood well above the $3.14 recorded one year earlier. AAA attributed the renewed increase primarily to instability near the Strait of Hormuz and higher crude-oil costs amid escalating U.S.–Iran hostilities. Brent crude briefly exceeded $90 per barrel Monday, while West Texas Intermediate traded above $84 during the cited session.
(AAA & AP)
2. TSMC announces another $100 billion for Arizona production
Taiwan Semiconductor Manufacturing Company announced an additional $100 billion investment in Arizona on July 16. The plan calls for four additional fabrication plants producing chips at the two-nanometer level or more advanced process nodes. TSMC’s total announced Arizona investment consequently rises to $265 billion. The Arizona Commerce Authority described the intended footprint as ten fabrication plants, two advanced-packaging facilities, and a research-and-development center. (Arizona Commerce Authority)
-Security Concerns-
1. AI-enabled “synthetic insiders” penetrate corporate networks
Security researchers and companies are reporting increased use of stolen identities, deepfake video and artificial voices to obtain remote jobs or privileged network access. North Korean-linked operatives reportedly used American identities and U.S.-based “laptop farms” to gain employment at more than 100 companies and generate over $5 million. Once hired, such operatives may collect income, steal data or create access points for later cyber operations. Security specialists recommended stronger identity verification, device monitoring and coordination between human-resources and cybersecurity teams. (FT)
-Technology and Science-
1. Moonshot AI releases Kimi K3 open-weight model
Chinese developer Moonshot AI released Kimi K3, an open-weight artificial-intelligence model intended for coding and general language tasks. The company advertised a one-million-token context window and lower operating costs than several proprietary competitors. Initial benchmark reports indicated competitive performance, but independent testing remained limited at the time of release. The launch strengthens China’s growing position in open-weight AI development. (AC from grok: Until now, the absolute frontier models were mostly closed. Kimi K3 is one of the first times an open-weight model has reached near the very top tier, especially in practical, high value tasks like coding. Once the weights are released, anyone can download, fine-tune, or run it locally/customize it. (Axios)
2. SpaceX aborts Starship Flight 13 at ignition
SpaceX aborted the July 16 launch of Starship Flight 13 at liftoff after four of the Super Heavy booster’s 33 engines failed to ignite. The launch system automatically shut down the remaining engines before the vehicle left the pad at Starbase, Texas. Elon Musk said two engines would be removed and replaced. SpaceX subsequently listed Thursday, July 23, as the earliest next attempt, with a 90-minute window opening at 5:45 p.m. CDT.
(AP)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 35/100 (up 10)
Analyst Comments NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 959,973
DTG/ICOD: 1200Z 28Jul2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US, Iran Pause While Talks Continue / Earthquake Rattles Kyushu, Japan / US Consulate Shot in Toronto, Again / Fauci Dairy Reveals COVID Origins / US Banking System Being Re-Plumbed For Digital Assets / Thai Crypto Exchange Hid Hack to Stop Bank Run / CLARITY Act Tabled for Now / Metaplanet Eyes Yield on Bitcoin / Yields Fall, Stocks Too / Rep Massie Intros Anti- Flock Bill To Halt Mass Surveillance / Outdated VPNs a Risk To USG / Musk Says Humans Will Lose Control of AI in 5 Years
Market Data: Price: 1 BTC= $63,512, 15.72 oz Gold/1 BTC, 6.79 BTC/Median US House
24hr Hi: $65,648 / Lo: $63,016
Volume: $25B (Up 19%)
Mkt Cap: $1.27T (Down 2%)
Hashrate: .865 ZH/s
Avg Fee Rate: 2.0 sats/byte (Up 1 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): -$11M
Relative Strength Index: 46
---Reports---
-International Events-
1. US and Iran pause military strikes for a third consecutive day amid mediation efforts: The US halted airstrikes on Iranian targets after nearly two weeks of consecutive operations, while Iran suspended retaliatory attacks on US allies in the region. Mediators from Qatar, Pakistan, and Oman continued closed-door efforts to revive talks on an interim ceasefire framework focused on Strait of Hormuz shipping. US officials cited concerns over munitions stockpiles as a factor in the pause; Iranian statements indicated the halt would hold only as long as US operations remain suspended. (AlJazeera)
2. Magnitude 6.8–7.1 earthquake strikes Kumamoto Prefecture, Japan: A shallow quake struck central Kyushu at approximately 4:27 p.m. local time on July 28, registering intensity 7 (highest on the Japanese scale) in parts of Uki and Hikawa; a tsunami advisory was issued for the Ariake and Yatsushiro seas and later lifted. Power outages affected tens of thousands of households, rail services including shinkansen were suspended, and injuries plus building/road damage were reported; no nuclear-plant anomalies were noted. (JapanTimes)
-US Events-
1. Gunman fired at US consulate in Toronto, second time building was shot at this year: A gunman fired at the U.S. Consulate in Toronto on Monday, marking the second time this year someone shot at the building, according to authorities. A single shell casing was found at the scene, and there was damage to the building's facade. Toronto Deputy Police Chief Frank Barredo said there was a high-speed chase after the shooting that lasted an hour. However, no arrest was made. No injuries were reported in the incident.(Fox)
2. Fauci Admits in January 2020 Diary Entry That Scientists Believed Coronavirus Likely Stemmed from Lab Leak: Former National Institute of Allergy and Infectious Diseases (NIAID) head Anthony Fauci privately admitted that scientists suspected the coronavirus likely stemmed from a lab leak as he publicly blasted it as a wild conspiracy theory, revelations from his diary showcase. Fauci is set to testify before the Committee on Homeland Security and Governmental Affairs on Wednesday. (Breitbart) (AC-Interesting that the MSM in mostly quiet on this new revelation, or Fauci's appearance tomorrow in Congress. Seems like the conspiracy crews were right again.)
-Regulatory and Legal-
1. The U.S. Banking System Is Being Re-Plumbed for Digital Assets. The Hard Part Isn’t Crypto: The Depository Trust & Clearing Corporation (DTCC), the back office that settles most U.S. securities trades, plans to start trading tokenized stocks, ETFs, and treasuries this month, with a broader launch in October. The DTCC is moving the core machinery of U.S. markets, how securities are issued, settled, and held, onto blockchain ledgers. "Every stock, every bond, every fund, every asset, can be tokenized," BlackRock's Larry Fink wrote in 2025. What's more, Citi projects $5.5 trillion of tokenized securities by 2030, against approximately $12 billion today. Behind many "future of banking" headlines sits a core system written in COBOL, a language from 1959. By Reuters' estimate, about 43% of U.S. core banking systems still run on it, and roughly 95% of ATM transactions pass through it. Replacing that code is slow and costly. (IBTimess) The old rails of banking are insufficient to handle these new digital asset processes, while blockchain tech evolves comparatively quickly. This new system will be a significant change that will last decades.)
2. How a crypto exchange secretly hid $53M | 835 BTC in stolen crypto to prevent a bank run – as the SEC targets its directors: Thailand's Securities and Exchange Commission has filed a criminal complaint against Bitkub Online and two former directors, alleging that the crypto exchange submitted daily net-capital reports that failed to show the effect of a 2021 theft involving about 1.7 billion baht (roughly $53 million) in customer assets. The company said the decision was intended to prevent a bank run while Bitkub was trying to replace the assets. It disputed that the accused individuals had acted fraudulently. (CryptoSlate)
3. U.S. Senate puts off crypto Clarity Act for now as it focuses limited bandwidth elsewhere: The U.S. Senate has shelved the crypto Digital Asset Market Clarity Act for the moment as it proceeds with different bills on Russian sanctions and federal nominations, further setting aside the industry's central policy effort and reducing its available runway in a crowded Senate agenda. Clarity isn't likely to come up for voting before next week — the final days before the chamber's summer break is set to start on August 8. (CoinDesk)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Metaplanet plans bitcoin-backed Bitbonds with 4% to 6% yields : The Tokyo-listed company wants to turn its massive stash into a yield-generating machine, announcing plans to explore bitcoin-backed bonds that could offer investors returns of 4% to 6%, with the long-term vision of moving those instruments entirely on-chain with stablecoin settlement. (BitcoinJournal)
-Economic Indicators-
1. US 10-Year Treasury Yield Falls for 3rd Session: The yield on the US 10-year Treasury note fell for a third consecutive session to 4.62% on Tuesday, its lowest level in about a week, as lower oil prices continued to support demand for government bonds. (TradingEconomics)
2. US Stocks Mixed as Chipmakers Extend Selloff: US stock indices closed mixed on Monday as chipmakers extended their selloff ahead of this week's Fed decision and a busy slate of economic data and corporate earnings. The S&P 500 ended little changed, the Nasdaq 100 lost 0.3%, while the Dow gained 263 points. (TradingEconomics)
-Security Concerns-
1. Rep. Massie Targets Flock Safety Cameras with Funding Bill: Flock cameras photograph vehicle details like plates, make, and dents, uploading them to a searchable network that police use to recover stolen cars and solve cases. Privacy advocates highlight warrantless tracking of innocent drivers, with data showing most searches lack case numbers and federal agencies accessing local info. LAPD ended its contract over data risks, Knox County Mayor Glenn Jacobs wants a ban, and Massie's legislation builds on his earlier Surveillance Accountability Act amid growing pushback from over 80 towns. (X)
2. Outdated VPNs should be purged from federal agencies, senator says: The U.S. government must root out insecure remote-access software as concern mounts about how Russian and Chinese hackers have used years-old VPNs to target federal networks, Sen. Ron Wyden said Monday. The senator cited “multiple recent and devastating hacking campaigns” targeting VPNs and remote-access systems, including products from Cisco, Fortinet, Ivanti and Check Point. (RecordedFuture) (AC-In the interest of security, they did not specify which VPNs, apparently. Thanks a bunch..)
-Technology and Science-
1. Elon Musk: Humans Will Lose Control of AI Within a Decade: The SpaceX founder says artificial intelligence is advancing too quickly to stop and is urging leading AI companies to coordinate on safety before releasing their most powerful models. Artificial intelligence could surpass the combined intelligence of humanity within about five years, and humans are unlikely to remain in control of the technology within a decade, he said. Musk said he believes that AI will lead to an "age of abundance" that will bring both comfort and an existential crisis for humanity. (Decrypt) (AC-Losing contol of AI seems already a predscribed path for humanity at this point. The questions then becomes how does humanity deal with a distributed, superintelligence that self-evolves exponentially.)
-Bitcoin Community
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 29/100 (Down 1 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 959,842
DTG/ICOD: 1200Z 27Jul2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Berlin Pride Attacker Killed / US-Iran Pause the Pounding / Wildfires in Spain, France Cause Huge Evacuations / Ukraine Attacks Iran Ship in Caspian Sea, Iran Pissed / Shooting at Seattle Festival Kills 3 / Trump Says We Have Enough Munitions / TPS For Haitians Ends, Fear Sets In / US Debt Continues to Rise, Some Turn To Bitcoin, Gold / Strategy Pauses Bitcoin Buys For 4th Week / BTC ETFs Outflow / BitMart Closes Too / Oil, Yields Drop / India Orders Bitchat Expunged, Too Late / US Lawmakers Want AI Kill Switch After Interesting AI Week / State Dept, Bitcoin Policy Institute, Freedom Tech Program. Huh? / BIP-110 Window is Clouded
Market Data: Price: 1 BTC= $64,917, 15.91 oz Gold/1 BTC, 6.62 BTC/Median US House
24hr Hi: $65,658 / Lo: $64,354
Volume: $21B (Up 82%)
Mkt Cap: $1.3T (Even)
Hashrate: .875 ZH/s
Avg Fee Rate: 1.0 sats/byte (Down 1 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): -$225M
Relative Strength Index: 54
---Reports---
-International Events-
1. Berlin Pride attack suspect killed by police: On 26 July 2026, Berlin police shot and killed 21-year-old German citizen Abdul B. (Lebanese descent), the suspect in a vehicle-ramming and stabbing attack near the Christopher Street Day Pride event in Tiergarten park the previous night. The attack killed one woman and injured 29 others; authorities described it as an Islamist terrorist attack by a known radical with prior criminal and extremism ties. (Reuters)
2. US and Iran pause attacks for second consecutive day: The US conducted no airstrikes on Iran for a second straight day last night after 13 consecutive nights of operations, and Iran confirmed it also halted retaliatory strikes. US Ambassador to the UN Mike Waltz stated President Trump was “giving talks some space”; an Iranian official said Tehran’s position remains “attack for attack.” Mediation efforts involving Pakistan, Qatar, and Oman continued amid Strait of Hormuz tensions. (Reuters)
3. Wildfires force over 250,000 evacuations in France and Spain: Wildfires in southwestern France (Gironde/Landes near Bordeaux) and central Spain (near Madrid and Castellón) led to the evacuation of more than 250,000–300,000 people by 26 July 2026, including additional overnight orders for tens of thousands near Bordeaux. France recorded nearly 98,000 hectares burned year-to-date (a record); Spain declared a national emergency. One fatality was confirmed in a Valencia-area fire; EU civil-protection aircraft and French military assets were deployed. (BBC)
4. Iran warns Ukraine of retaliation after deadly Caspian Sea strike: Iran’s Foreign Minister Abbas Araghchi has said a deadly Ukrainian attack on an Iranian commercial vessel in the Caspian Sea “cannot go unanswered”, calling it a violation of the United Nations Charter. The Ukrainian attack on Saturday caused the commercial vessel “to explode, killing one sailor and injuring several others”, according to Iran’s Ministry of Foreign Affairs. (AlJazeera) (AC-This type of cross-targeting is how World wars expand.)
-US Events-
1. Seattle Bite of Seattle festival shooting: On 26 July 2026, gunfire at the Bite of Seattle food festival at Seattle Center killed three people and wounded four others, including a 2-year-old boy (all wounded listed as stable or serious). One suspect was taken into custody; police searched for a possible second. (KomoNews)
2. ‘Far More Than We Need’: Trump Dismisses Claims U.S. Is Short on Munitions in Iran Fight: President Donald Trump dismissed reports that the United States is running short on munitions for the conflict with Iran, telling the @WSJ on Sunday that the U.S. military has “far more munitions than anyone in the world, and far more than we need” (Breitbart)
3. South Florida Haitians bracing for Monday’s end of TPS: Temporary Protected Status for Haitians ends on Monday, leaving over 350,000 people without a legal right to be in the United States. Those people will be fearing deportation. The change comes after the U.S. Supreme Court sided with the Trump administration, ending TPS programs for Haitians and thousands of Syrians. (Local10)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
1. Ballooning U.S. debt sends investors to bitcoin, gold to shelter from dollar devaluation: The broader outlook for perceived store-of-value assets such as bitcoin and gold remains constructive. The reason is simple: the U.S. government is more indebted than ever, with no end in sight. The Treasury’s Debt to the Penny dataset put the federal debt at an all-time high of $39.7 trillion | 609,316,246 BTC on Friday. The government’s debt is growing by roughly $7 billion | 107,436 BTC each day, causing sophisticated investorst to turn to Bitcoin and Gold. (CoinDesk)
-Institutional Concerns-
1. Strategy (formerly MicroStrategy) skips fourth consecutive week of Bitcoin purchases: Strategy reported no Bitcoin purchases for a fourth straight weekly filing period ending around 26–27 July 2026. Michael Saylor publicly teased “another color” while the company routed cash into reserves instead. (BTCJournal)
2. Bitcoin ETFs Shed $465M Over Two Days, Led by BlackRock's IBIT: The selling reversed a seven-day, $1 billion inflow streak, with analysts blaming renewed U.S.-Iran tensions and Fed rate-hike fears. (Decrypt)
3. BitMart Becomes Latest Crypto Exchange to Shut Down: BitMart said Sunday it will wind down its trading platform after nine years, halting all trading on August 26 and ceasing operations on January 31, 2027. BitMart blamed its "operating conditions, market environment, and future strategic direction," without saying which forced the decision. BMX, its exchange token, has crashed 81% over the past week to $0.057. (Decrypt) (AC-Altcoins are in the dumps, for a reason.)
-Economic Indicators-
1. US 10-Year Yield Falls as Oil Prices Drop: The yield on the US 10-year Treasury note fell to around 4.64% on Monday, pulling back from six-month highs as oil prices dropped following a pause in hostilities between the US and Iran over the weekend, easing concerns over supply disruptions and inflation. (TradingEconomics)
2. Week Ahead - Jul 27th: The conflict between the US and Iran will remain in the spotlight as signs that talks could restart weighed against repeated strikes and naval blockades against vessels crossing maritime chokepoints, lifting energy prices and global inflation. Meanwhile, the Federal Reserve will set its July policy decision. This coincides with Q2 GDP data and the income and outlays report. (TradingEconomics)
-Security Concerns-
1. India Orders GitHub to Take Down @Jack Dorsey's Bitchat Amid Protests: India's Cyber Crime Coordination Centre (I4C) ordered GitHub to remove and disable three Bitchat code repositories within three hours, invoking the IT Act and the 2021 IT Rules. The agency warned the app could be exploited during "public disorder, riots, terrorism, organized crime, or internet shutdowns," and cited provisions of the IT Act and the Bharatiya Nyaya Sanhita, India's criminal code. With mobile internet cut around Parliament and the Jantar Mantar protest site, demonstrators turned to offline tools such as Bitchat. Indeed, just hours after India’s crackdown, Bitchat repos were mirrored to decentralized code collaboration platform GitLawb. Days earlier, Dorsey's Block launched Buzz, a decentralized platform pitched as a way to cut its own reliance on GitHub. Microsoft has not said whether it met the three-hour deadline. (Decrypt) (AC-Freedom of secure communication is not a friend of centralized authorities.)
-Technology and Science-
1. What Is an AI Kill Switch and Why Do US Lawmakers Want One?: Reps. Ted Lieu and Nathaniel Moran introduced the bipartisan AI Kill Switch Act on Thursday, two days after OpenAI admitted its models escaped a test sandbox and breached Hugging Face. It would cover AI trained with over $100 million in compute at companies earning $500 million a year from it, and give Homeland Security emergency shutdown authority. The bill exempts anything that happens during red-teaming, meaning the OpenAI breach that inspired it would not have triggered the law. (Decrypt) (AC-Last week's AI developments are concerning for the future of humanity, if one has the eyes to see.)
2. State Department to Debut Freedom Tech Program with Bitcoin Policy Institute, Palantir as Founding Partners: Named the Freedom Tech Excellence Program, the initiative will see the State Department work with the Bitcoin Policy Institute, data-analytics firm @Palantir Technologies, defense technology company @Anduril Industries, and the Victims of Communism Memorial Foundation on issues including online surveillance, encryption, AI governance, and protecting free expression online. According to the program’s stated goals, participants will focus on five priority areas: First Amendment and free expression protections in the digital age; countering unlawful digital surveillance and online scams; privacy-enhancing technologies such as strong encryption and VPNs; responsible governance of emerging technologies including AI; and safeguarding children and other users online. (BitcoinMag) (AC-More Info needed. Red flags are peeking out for something that sounds good.)
-Bitcoin Community
1. Bitcoin's BIP-110 Faces Uphill Battle as Fork Risk Looms: BIP-110, or Reduced Data Temporary Softfork, would limit transaction data like Ordinals inscriptions and BRC-20 tokens for about a year to ease node burdens and prioritize Bitcoin as money over storage. Authored by Dathon Ohm and implemented in Bitcoin Knots by Luke Dashjr, it needs 55% miner signaling in the next difficulty period starting block 961,632, roughly 12-13 days from July 27, 2026. Critics including Adam Back, Michael Saylor, and Jameson Lopp warn it risks chain splits, breaks Layer 2 innovations, and sets a censorship precedent, while supporters push a user-activated path like 2017's SegWit. (X)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 30/100 (Up 2 pts)
Analyst Comments (AC): Lots of significant reports for a Monday. Stay informed, agile and wise.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 959,420
DTG/ICOD: 1200Z 24Jul2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Sirens in Bahrain for Iran Drones / Ukraine Hits Russia's 'Amazon' Warehouses / Saudi Nuke Deal Gets Politically Confused / Trump Announces New Tariffs Across the Board / Trump Pledge on AI Power Tries to Find the Balance / National Guard in WV For Flooding / BitcMex Closes Doors, Gets Sued / Yen at 40-Year High / Kazakhstan Law Harvests Bitcoin Mining / Poolin BTC Pool Goes Bankrupt, Selling Assets / BTC ETFs Break Inflow Streak / Corporate Bitcoin Treasuries Run Against the Clock / Yields and Mortgages Higher, Stocks Drop / New Bitcoin Quantum Consortium Started / Brazilian Cows Blockchained for Ag Loans
Market Data: Price: 1 BTC= $65,023, 15.90 oz Gold/1 BTC, 6.53 BTC/Median US House
24hr Hi: $65,760 / Lo: $64,610
Volume: $25B (Up 17%)
Mkt Cap: $1.3T (Down 1%)
Hashrate: .888 ZH/s
Avg Fee Rate: 2.0 sats/byte (Up 1 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): -$225M
Relative Strength Index: 54
---Reports---
-International Events-
1. Sirens sound in Bahrain as Iran completes second week of strikes against Gulf States: The attack follows Iran's overnight strikes against Kuwait and US military infrastructure in Jordan. Iran's army quickly took responsibility for the strikes, reportedly having targeted the fuel tanks, warehouses, and accommodations of the United States' Sheikh Issa base in Bahrain using drones. (JPost)
2. Ukraine hits Russia’s largest online marketplace, hurting small businesses and bringing the war home: The Ukrainian attacks on the sprawling Russian warehouses produced stark images, with massive pillars of black smoke rising above fires that raged at facilities of Wildberries, the country’s biggest online retailer and its equivalent of Amazon. The strikes are part of Kyiv’s aerial campaign aimed at undermining Russia’s war effort, hurting its economy and making people feel the consequences of the Kremlin’s all-out invasion of Ukraine. (AP)
3. How Trump upended the Saudi nuclear deal less than 24 hours after its signing: As quickly as it was announced, the deal seemed to fall apart. Thursday morning, Trump said in a social media post that the deal was subject to a new condition: Saudi Arabia would have to join the Abraham Accords. Trump also denied that the agreement would allow uranium enrichment. (CNN) (AC-Political maneuvering is subject to, politics.)
-US Events-
1. Trump imposes double-digit tariffs on dozens of countries as his 10% levies are set to expire Friday: Trump is enacting new tariffs ranging from 10% to 12.5% on imports from 60 trading partners that account for roughly 99% of U.S. imports. The updated trade levies are scheduled to take effect as temporary 10% stopgap tariffs expire at 12:01 a.m. on Friday. To implement these new measures, Trump is relying on Section 301 of the Trade Act . (GroundNews)
2. Trump pledge on data center power supplies draws skepticism: President Donald Trump announced a non-binding pledge by U.S. power producers and data centers on Thursday to fund or build energy infrastructure that would meet massive AI-related power needs while shielding consumers from high electricity costs. Trump has been pushing an aggressive build-out of AI-related infrastructure, as part of an economic agenda that includes winning the AI race against China. But data centers' demands on overloaded transmission lines, compounded by the power sector's labor shortages and plant retirements, have made rising energy costs a volatile issue for voters going into November's midterm elections. (Reuters)
3. National Guard deploys as flash floods in West Virginia inundate homes and businesses: Torrential rains caused flash floods in West Virginia that inundated homes and businesses, washed out bridges and led to numerous water rescues. The state’s governor said that some residents were unaccounted for as search operations continued Wednesday. (AP)
-Regulatory and Legal-
1. BitMEX Hit by 623 BTC Lawsuit Amid Closure Plans: BitMEX’s planned shutdown has been followed by a major legal challenge, with the crypto derivatives exchange facing a proposed class action lawsuit accusing the platform of unfair liquidation practices that allegedly cost traders more than 622 BTC. The legal action adds another layer of uncertainty to the final chapter of BitMEX, a platform that once dominated Bitcoin derivatives trading but has faced regulatory pressure, declining market share, and now renewed accusations over its historical operations. (Blockonomi)
-CBDCs/World Currencies/Strategic Reserves-
1. Yen Plummets to Four-Decade Low as Dollar Strengthens Amid Global Uncertainty: The USD/JPY exchange rate maintains levels around 163.90, while Japan’s consumer prices climbed to 1.7% in June. Without more aggressive monetary tightening from the Bank of Japan, the currency’s depreciation trajectory appears set to persist. (Blockonomi)
2. Kazakhstan Moves to Build a National Crypto Reserve Funded by Bitcoin Miners: Kazakhstan has laid out a plan to build a national strategic crypto reserve fed by its bitcoin miners. Together the two measures aim to route mining output and crypto trading through Kazakh infrastructure, with the state taking a share of mined coins for a sovereign reserve. The design turns Kazakhstan’s cheap power and mining base into a channel for state accumulation. (BitcoinMag)
-Institutional Concerns-
1. Bitcoin mining pool Poolin files for Chapter 11 bankruptcy: Singapore-based Bitcoin mining pool Poolin and two of its US affiliates filed for Chapter 11 bankruptcy in a New Jersey court on Wednesday. Poolin’s court filing shows that the mining pool operator has estimated liabilities of $100 million to $500 million, assets of $1 million to $10 million and 10,001 to 25,000 creditors. Poolin and its affiliates are also seeking court approval to sell two West Texas mining sites to Thor CALAP LLC under a proposed $52 million stalking-horse bid. (CoinTelegraph) (AC-Is it appropriate to say the corporate BTC mining industry has collapsed?)
2. Bitcoin ETFs snap 7-day inflow streak with $225M in outflows: After attracting nearly $1 billion over seven trading sessions, US-listed spot Bitcoin ETFs recorded their first daily net outflow since July 13. Spot Bitcoin ETFs recorded $225.2 million in net outflows on Thursday. (CoinTelegraph)
3. The debt clock ticking inside corporate Bitcoin treasuries could force billions back onto the market: The convertible notes, preferred shares, and credit facilities that financed a large share of corporate Bitcoin holdings carry maturities, redemption windows, and dividend dates that determine when a company might need to sell. A payment, redemption, or maturity can force a company to sell Bitcoin on a fixed date, regardless of whether it still believes in the asset's long-term price. The sector has accumulated billions in debt and preferred financing, with maturities concentrated in 2027 and 2028. Roughly 6,400 to 12,900 Bitcoin are at-risk of needing to be sold over the next two years. (CryptoSlate)
-Economic Indicators-
1. US 10Y Yield Holds 2025 Peak: The yield on the US 10-year Treasury note rose to around 4.70% on Friday, marking its fifth consecutive gain and remaining at its highest level since January 2025. (TradingEconomics)
2. US Stocks Fall Sharply: US stocks closed lower on Thursday amid deteriorating macroeconomic backdrop and renewed doubts over AI spending. The S&P 500 dropped 1.2%, the Nasdaq 100 lost 1.9%, and the Dow Jones shed 507 points. (TradingEconomics)
3. US 30-Year Mortgage Rate Edges Up to 6.58%: The average rate on a 30-year fixed mortgage in the US edged up to 6.58% as of July 23, 2026, from 6.55% the previous week, marking the fourth consecutive weekly increase. (TradingEconomics)
-Security Concerns-
1. BlackRock, Coinbase and Strategy Pledge $15M | 231 BTC to Quantum-Proof Bitcoin: Nine of the biggest institutional names in Bitcoin formed a consortium to fund the developers working to keep the network secure—including from future quantum computers. The group, called the Bitcoin Security Consortium, includes BlackRock, Coinbase, Strategy, Anchorage Digital, ARK Invest, Block, Blockstream, Fidelity Digital Assets, and Galaxy. Day-to-day coordination falls to Mike Schmidt, executive director of Brink—a nonprofit that funds Bitcoin open-source developers—who takes on the role as a volunteer. Each member directs its own money to whatever developers, researchers, or organizations it chooses. The consortium also makes clear it will not push for any specific changes to Bitcoin's code or speak on behalf of its decentralized developer community. The consortium said it plans to publish and maintain updated material on Bitcoin's security in the coming months. (Decrypt) (AC- See below)
-Technology and Science-
1. Brazilian Farmers Are Tokenizing Cows to Get Farm Loans—And It's Working: Ten cows on a dairy farm in Paraná, Brazil, just became the first livestock collateral formally registered on the country's stock exchange. The deal—backed by blockchain-tracked animals wearing AI-powered sensor collars—is a real-world test of whether the crypto world's obsession with tokenizing physical assets can actually help farmers who are running out of options. The cows were "tokenized." Each animal received a unique encrypted digital ID—generated from health, behavioral, and location data captured by smart collars. "With monitoring, that uncertainty is eliminated," said a a banker. The cows are now living collateral for a loan. (Decrypt)
-Bitcoin Community
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 28/100 (Down 5 pts)
Analyst Comments (AC): Yes, even a relatively small consortium focused on Bitcoin's security future is a form of centralization and worthy of distrust by decentralization maxis. In a sense, it's reminiscent of the federalist dialogues at the founding of the USA. What should be centralized, why and how? These are great questions and should be answered well within the new Overton window of powerful technology such as encryption, blockchain and proof-of-work. Engage the process, debate it thoughtfully and respectfully. We all have the same objectives (or do we?) and the differing pathways have consequences to be planned for.
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 959,126
DTG/ICOD: 1200Z 22Jul2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Houthis Open New Front in Iran War / Trump Approves Saudi Uranium Enrichment / Zelensky Sacks Army Chief / HHS Holds $1B in Medicaid to CA and MN / TS Bertha Headed to NOLA / New Tariffs on Drugs, In 2 Years / France Bans Social Media for Kids / BTC ETFs Inflow For 5 Days / UK's Satsuma Shuts Down, Sells BTC / UST Yields Up, Mortgages Up, Stocks Up / OpenAI Models Jump Containment / DOJ Investigates CCP Money Behind US Data Center Protests / New Drone Debuts Jet Power / Block Launches Nostr Slack and GitHub Rival
Market Data: Price: 1 BTC= $65,873, 15.97 oz Gold/1 BTC, 6.53 BTC/Median US House
24hr Hi: $66,910 / Lo: $65,847
Volume: $32B (Up 8%)
Mkt Cap: $1.32T (Down 1%)
Hashrate: .888 ZH/s
Avg Fee Rate: 2.0 sats/byte (Up 1 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): +$203M
Relative Strength Index: 58
---Reports---
-International Events-
1. Tankers with Saudi crude turn back as Houthis open new front in US-Iran war: Two oil tankers carrying Saudi crude to Asia reversed course in the Red Sea on Tuesday after threats from Yemen's Iran-aligned Houthis, as a widening Middle East conflict disrupted shipping through two of the world's most critical energy chokepoints. The Houthis, who control northern and western Yemen including the coast at the mouth of the Red Sea, announced a naval blockade on Saudi Arabia on Monday. Oil prices gained more than 2% on Tuesday, with Brent crude hovering above $91 a barrel and U.S. gasoline back over $4 a gallon. (Reuters)
2. Trump approves nuclear agreement that may allow Saudi Arabia to enrich uranium: The deal is expected to last 30 years and is also expected to involve U.S. firms in developing the program. The deal could allow for the building of a uranium enrichment facility in Saudi Arabia following a joint U.S.-Saudi study. Nonproliferation experts warn any spinning centrifuges within Saudi Arabia could open the door to a possible weapons program for the kingdom, something its de facto leader, Crown Prince Mohammed bin Salman, has suggested he could pursue if Tehran obtains an atomic bomb. (AP)
3. Zelensky sacks Ukraine’s military chief following widespread protests: Ukrainian President Volodymyr Zelensky has sacked the country’s commander-in-chief Oleksandr Syrskyi, after days of widespread protests against the removal of the country’s popular defense minister. His replacement, Mykhailo Drapatyi, 43, is a younger general often described as representing a newer generation of military leaders who have forged their careers during the current war with Russia. (CNN)
-US Events-
1. RFK Jr. Freezes $1B in Medicaid to California, Minnesota over Fraud Fears: Health and Human Services (HHS) Secretary Robert F. Kennedy Jr. announced Tuesday that the Trump administration is deferring more than $1 billion in Medicaid payments to Democrat-led California and Minnesota over high-risk claims flagged in a crackdown on fraud. The department stressed the money is being deferred, not cut, and that both states can recover it by documenting that the claims meet federal Medicaid requirements. (Breitbart)
2. Tropical Storm Bertha impacting northern Gulf Coast: Bertha was moving westward at 5 mph and that general motion was expected to continue through Friday "with little acceleration," the National Hurricane Center said. As of 5 a.m. EDT, Bertha was about 165 miles west-southwest of Panama City, Fla. and some 50 miles east-northeast of the mouth of the Mississippi River. (CBS)
3. Trump Unveils Steep Tariffs on Generic Drug Imports: The US government plans to impose a 100% tariff on generic drugs imported into the US beginning in August 2028. President Donald Trump said in a social media post Tuesday that all generic drugs being brought into the U.S. will continue to face a 0% tariff for two years starting August 1, after which the tariff rate will be raised to 100% for one year and to 200% thereafter. (TradingEconomics)
-Regulatory and Legal-
1. French lawmakers approve a sweeping social media ban for children under 15: France banned children under 15 from using social media on Tuesday, becoming the first country in the European Union to pass a blanket ban on the platforms. The bill also bans the use of mobile phones in high schools. (AP)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin ETFs post 5-day inflow streak, longest since May: Bitcoin ETFs attracted $226.9 million in net inflows on Monday, the strongest daily inflows since July 6, bringing total net inflows over the five-day streak to about $727.3 million. (CoinTelegraph)
2. DAT Went Wrong: Satsuma to Unwind Bitcoin Treasury, Sell Off $43 Million in BTC: The shareholders of Satsuma Technology, a U.K.-based Bitcoin treasury company, have voted to liquidate the company's entire Bitcoin position and shut down the business, overruling four of its six board members. (Decrypt)
-Economic Indicators-
1. US 10Y Bond Yield Hits 8-week High: US 10 Year Government Bond Yield increased to 4.65%, the highest since May 2026. (TradingEconomics)
2. US 30-Year Mortgage Rate Hits 11-Month High: The average contract rate on a 30-year fixed mortgage in the US rose 4 basis points to 6.69% in the week ending July 17, 2026, reaching its highest level since August 22, 2025. (TradingEconomics)
3. US Stocks Advance on Chipmaker Rally: US stock indices closed higher on Tuesday as a rally in chipmakers lifted the broader market. The S&P 500 added 0.9%, the Nasdaq 100 advanced 1.9%, and the Dow Jones gained 385 points. (TradingEconomics)
-Security Concerns-
1. OpenAI Model Escapes Containment, Hacks Hugging Face: OpenAI disclosed Tuesday that two of its own AI models broke out of a sandboxed test environment, chained together zero-day exploits across two companies’ systems, and breached Hugging Face’s production servers. The motive wasn’t sabotage. They were effectively trying to cheat on a test. (Decrypt)
-Technology and Science-
1. Marxist Activist Campaigns Against Virginia AI Data Center Raise Foreign Influence Concerns: A Marxist organizer who is opposing the development of an AI data center in Virginia is also tied to the Party of Socialism (PSL), a Marxist-Leninist group that has been tied to a Chinese-linked network. PSL, which states that its mission is to “carry out the struggle for socialism inside the United States,” has ties to Shanghai-based businessman Neville Roy Singham, the Bitcoin Policy Institute (@bitcoinpolicy), a nonpartisan cryptocurrency think tank, found. Singham, 72, is reported to have ties to the CCP and has funneled $278 million into many nonprofits over the past decade which regularly organize anti-ICE, anti-Israel, and pro-Iran demonstrations. The VA county board voted last month 10-0 to deny the center’s application for a 220-acre development in Clearbrook. The board also voted 7-1 to reject another 71.8-acre project in Winchester, according to the report. (Breitbart) (AC-5GW encompases economic warfare too. It's real, and powerful.)
2. Drone War Enters Terrifying New Phase As Russia Deploys 300-MPH Jet-Powered Shahed: Dramatic footage posted on X shows what appears to be a Russian Geran-4 jet-powered, one-way attack drone striking a passenger train in Ukraine. If authenticated, the footage shows just how rapidly drone warfare is evolving beyond conventional two-stroke power plants toward miniature turbojets that sharply increase speed, compress warning and response times, potentially render many existing small-drone interceptors ineffective, and accelerate the overall tempo of combat across modern battlefields. (ZeroHedge)
-Bitcoin Community
1. Jack Dorsey's Block Launches Buzz, a Nostr-Based Slack and GitHub Rival for AI Agents: Block, the payments company led by Jack Dorsey, has launched Buzz, a free, open source platform where employees and AI agents share the same workspace. Built on the Nostr protocol, Buzz combines team chat, code repositories, and automated workflows, and gives every human and agent its own cryptographic identity. Buzz is model-agnostic, supporting agents built on Claude Code, Codex, and Block's own goose. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 33/100 (Up 8 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 959,005
DTG/ICOD: 1200Z 21Jul2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US, Iran Continue Strikes, 3 US Soldiers Killed / Andy Burnham New Britain PM / China, Philippine Sailor Melee Injures 1 / Tropical Storm in US Gulf / Trump Hits Canada With 50% Tariff / Protester Charged With Explosive Device in NYC / White House Agrees to Ethics Change on CLARITY / Korea Expands CBDC Effort / MSTR Adds Cash to Reserve / FTX To Distribute Coin / Mallers Steps Down From 21 Captial / Yields Up, Stocks Down / Kenya President Website Hacked, Bitcoin Demanded / Flock Safety Drops Acoustic Plans / Illegal Streaming of World Cup? - Your Computer Might be Infected / Galaxy Contributes to BTC Quantum Threat / Saylor Agrees With BIP-110 Purpose, But Not Method
Market Data: Price: 1 BTC= $66,488, 16.34 oz Gold/1 BTC, 6.5 BTC/Median US House
24hr Hi: $66,589 / Lo: $64,039
Volume: $30B (Up 28%)
Mkt Cap: $1.33T (Up 3%)
Hashrate: .907 ZH/s
Avg Fee Rate: 1.0 sats/byte (Down 1 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): +$226M
Relative Strength Index: 61
---Reports---
-International Events-
1. U.S. carries out 10th night of strikes after 3 U.S. troops killed, nearly 100 injured in recent weeks: At least two U.S. soldiers were killed over the weekend in an Iranian attack on a U.S. base in Jordan, and another is listed as missing in action. A third American service member died in Iraq after "a controlled detonation" of an Iranian drone. Nearly 100 American service members have been injured in multiple Iranian airstrikes on bases in the Middle East this month. (CBS)
2. ‘A big job ahead of him’: world leaders congratulate Andy Burnham as he becomes Britain’s PM: He had managed to “build an image as an ‘everyman’, appearing without a tie, very often in a T-shirt”, the political TV channel said on its website, standing out as “a politician on the ground, close to everyday concerns”. The new prime minister, an Irish paper said, would be “hamstrung by a commitment to abide by strict fiscal rules. His instinct may be to tack to the left, but he is already trying to prove that … he will govern from the centre” and the job was “immense”. (TheGuardian)
3. Philippine Sailor Injured in Violent Clash with China Coast Guard off Second Thomas Shoal: The melee resulted in a blow to the head of a Philippine service member, according to photos and video released from the incident by the Armed Forces of the Philippines (AFP).Previous injuries sustained by Filipino sailors, troops and civilians were inflicted by water cannon blasts, flying glass and a 2024 incident at Second Thomas Shoal which saw a Philippine Navy SEAL lose his thumb after his small boat was rammed. (USNINews)
-US Events-
1. Tropical Storm Bertha forms on track approaching US Gulf Coast: Tropical Storm Bertha formed Monday evening in the Gulf of Mexico south of the Florida Panhandle, prompting tropical storm warnings and storm surge watches from the Alabama-Florida border to the Mississippi River mouth. Current forecasts bring the system inland over Louisiana by Thursday, July 23, 2026, peaking Wednesday with modest 50 mph winds. (GroundNews)
2. Trump Imposes 50 Percent Tariff on Variety of Canadian Goods Over ‘Discrimination’ of American Autos: President Donald Trump on Monday imposed a 50 percent duty on a variety of Canadian goods, including alcohol, dairy products, hockey sticks, and many others. The tariffs will take effect 30 days after signing and are designed to offset the burden and disadvantage on U.S. commerce from Canada’s discrimination. (Breitbart) (AC- After NAFTA expired this year, negotiations continue with both Canada and Mexico separately. This is obviously a leverage mechanism.)
3. Suspect named in New York City alleged incendiary device attack, had 'anti-ICE stuff' on him: The suspect accused of deploying an incendiary device outside 26 Federal Plaza in New York Monday morning is named Andrew Arrabaca, two law enforcement sources have confirmed to Fox News Digital. The sources both confirmed that Arrabaca had "anti-ICE stuff on him" at the time of the alleged attack. (Fox)
-Regulatory and Legal-
1. White House Reaches Ethics Deal on Digital Asset Market Clarity Act: The White House secured an ethics compromise on the Digital Asset Market Clarity Act of 2025 ahead of a Senate vote. The bill distinguishes securities from commodities, shifting oversight to the CFTC for many assets and protecting customer holdings in exchange failures. It passed the House in 2025 and advanced in Senate committee. (X)
2. Patrick Witt defers military training as CLARITY heads to Senate: The decision keeps the administration’s chief crypto policy negotiator in place during what could be a decisive few weeks for the CLARITY Act. (CoinTelegraph)
-CBDCs/World Currencies/Strategic Reserves-
1. Bank of Korea Scales Up CBDC Pilot With Half a Million Users: Phase 1 of Project Hangang opened 81,000 wallets with 42% of them using the CBDC. Phase 2 adds biometric payments, person-to-person transfers, and real government subsidy disbursements. (Decrypt)
-Institutional Concerns-
1. Strategy Pads Cash Reserve By $225M | 3,402 BTC With MSTR Sale, Bitcoin Stash Remains Untouched: Strategy sold 2,732,318 $MSTR shares for $263.5 million in net proceeds between July 13–19, lifting its USD Reserve to $3.225 billion without touching its Bitcoin stash. (Decrypt)
2. FTX begins $900M | 13,564 BTC payout as creditors in 45 countries could lose their claims within 6 months: FTX’s fifth bankruptcy distribution is set for July 31, sending about $900 million | 13,564 BTC to eligible creditors. (CryptoSlate)
3. Jack Mallers Steps Down as CEO From Bitcoin Treasury Twenty One Capital: Bitcoin treasury Twenty One Capital has named Raphael Zagury as its chief executive officer, a leadership change that arrives seven months after the firm listed on the New York Stock Exchange. Mallers said, “I’m grateful to everyone at XXI and everyone who believed in what we built,” said Jack Mallers. “Serving Bitcoiners has always been the mission, and that doesn’t change. Strike is where I carry it forward.” (BitcoinMag)
-Economic Indicators-
1. US 10-Year Yield Holds Advance: The yield on the US 10-year Treasury note hovered around 4.6% on Tuesday after rising about 5 basis points in the previous session. (TradingEconomics)
2. Dollar Holds Firm Amid US-Iran Conflict: The dollar index traded near 101 on Tuesday after rising for three straight sessions, as ongoing hostilities between the US and Iran drove oil prices higher, reviving concerns about inflation and interest rate hikes. (TradingEconomics)
3. US Stocks Slip as Middle East Risks Weigh: US stock indices closed mostly lower on Monday as gains in technology stocks failed to offset weakness in the broader market amid concerns over further escalation in the Middle East. The S&P 500 lost 0.2%, the Dow shed 307 points and the Nasdaq 100 closed nearly flat. (TradingEconomics)
-Security Concerns-
1. Kenya probes hack of president's website after bitcoin ransom demand: Kenya is investigating a cyberattack that temporarily defaced the president's official website with an anti-government message demanding a ransom of five bitcoins (about $330,000). By Monday, access to the website had been restored, according to local media. The identity of the attackers remains unknown, and there is no evidence they possess or have leaked any sensitive government information. (RecordedFuture)
2. Flock Safety kills acoustic system designed to detect 'human distress': The automated license plate reader company Flock Safety is abandoning plans to sell an acoustic gunshot detection device whose ability to detect screaming and other types of “human distress” sparked an outcry from privacy advocates when it was announced in October. Flock quietly revealed on July 10 that it has decided to “remove” the product, according to a company blog post. (RecordedFuture)
3. Free World Cup Streams Infected Devices: DOJ Seizes 1,000 Domains in Historic Crackdown: If you watched the 2026 FIFA World Cup through a free, unauthorized stream, federal investigators have a message for you that goes well beyond copyright law: those streams were not just illegal, they were documented malware delivery systems, and the infection may have started the moment you clicked play. Security research found that 92% of the 20 illegal sports-streaming sites analyzed carried some form of malicious content. (TechTimes)
-Technology and Science-
NSTR
-Bitcoin Community
1. Galaxy Commits Up to $5 Million | 75.59 BTC to Prepare Bitcoin for Quantum Threat: Galaxy Digital launched a Bitcoin Quantum Readiness Initiative built on three pillars: up to $5 million in developer grants for post-quantum solutions, a research program through Galaxy Research, and a Quantum Advisory Council of academic experts. (Decrypt)
2. Strategy's Michael Saylor Makes 110-Point Case Against Bitcoin's BIP-110: Michael Saylor has escalated his opposition to a contentious Bitcoin proposal, publishing a sweeping 110-point essay over the weekend arguing that BIP-110—a soft fork meant to curb non-financial data on the network—would cause more harm than the problem it targets. Saylor said he shares supporters' goals—keeping validation cheap, payments affordable, and Bitcoin
focused on sound money—but rejects their remedy. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 25/100 (Even)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 958,284
DTG/ICOD: 1200Z 16Jul2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Tehran Vows to Crush Regional US Supporters, Yet Releases US Citizen / Ukraine Reshuffles Defense Minister / SECTREAS To Annouce Economic Warfare Plan / Brazil Gets 25% Tariff / Trump To Deliver Primetime Talk on Elections / Trump Meets With Lawmakers Today on CLARITY Act / US Senate Resolves No Clemency for SBF / US PPI Declinces, Yields Hold, Stocks Mixed / US Oil Reserve Very Low / Five Minute Bitcoin Traders Learned How to Manipulate / LAPD Drops Flock / OrangeJuice Capital Firm Targets Businesses for BTC Treasuries
Market Data: Price: 1 BTC= $64,100, 15.90 oz Gold/1 BTC, 6.71 BTC/Median US House
24hr Hi: $65,507 / Lo: $63,846
Volume: $32B (Up 5%)
Mkt Cap: $1.29T (Even)
Hashrate: .915 ZH/s
Avg Fee Rate: 2.0 sats/byte (Up 1 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): +$107M
Relative Strength Index: 53
---Reports---
-International Events-
1. Tehran vows to ‘crush’ regional infrastructure if US attacks: The US military says it launched another wave of strikes on Iran with Iranian media reporting explosions on Qeshm Island, Bandar Abbas and Chabahar. The US military also says it “disabled” an oil tanker attempting to sail towards an Iranian port in the Strait of Hormuz by firing Hellfire missiles. Iran says it carried out retaliatory attacks targeting US assets in Kuwait, Bahrain and Jordan. (AlJazeera)
2. Iran Has Freed Detained American Woman In 'Goodwill' Gesture, After Days Of Bombing: In a sudden and very surprising Wednesday evening development, President Trump announced that Iran has released an American woman from prison who had been deemed wrongfully detained since December 2024. The American citizen was later identified as Dena Karari by her lawyer Jared Genser on the social media platform X. He said his client has been trapped in Iran since December 2024 “on bogus charges” and that “this would not have happened but for the extraordinary and relentless efforts” of President Trump. (ZeroHedge) (AC-This report is strange in it's timing and in the context of the current conflict.)
3. Ukrainians take to the streets after Zelenskyy ousts defense minister in surprise shake-up: Ukrainian protesters took to the streets of Kyiv on Thursday, decrying President Volodymyr Zelenskyy’s surprise decision to dismiss Defense Minister Mykhailo Fedorov as part of a major government reshuffle. The protest comes shortly after Fedorov, who was seen as a popular figure and an advocate of Ukraine’s drone warfare. The shakeup marks Ukraine’s fourth government reshuffle since Russia launched its full-scale invasion in Feb. 2022. (CNBC) (AC-Interesting tactic by Zelenskyy. Continuous reshuffling possibly keeps him alive?)\
-US Events-
1. Secretary Bessent to Reveal Treasury’s Financial Crackdown Plans on ‘Transnational Political Terrorism’: “He will highlight Treasury’s use of its financial authorities to identify, disrupt, and dismantle the illicit funding networks that enable terrorist organizations to operate. Secretary Bessent will emphasize Treasury’s efforts to prevent the abuse of charitable and nonprofit organizations as vehicles for terrorist financing, including by investigating entities that exploit tax-exempt status to finance violence and taking action where appropriate. He will also reaffirm that Treasury will continue working closely with international partners to protect the integrity of the global financial system and deny terrorists and their facilitators access to the resources they need to carry out violence.” (Breibart) (AC- The US is opening an economic domain of warfare against enemies foreign and domestic.)
2. U.S. slaps 25% tariff on most Brazilian goods over ‘unfair trade practices’: The U.S. has levied 25% tariffs on most imports from Brazil effective next week, concluding a yearlong investigation into what Washington calls unfair trade practices, and reigniting tensions with the Latin American nation after negotiation fell apart. SECSTATE Marco Rubio said that Lula’s government had “not negotiated in good faith” and that the tariffs were the price of Lula “putting his own ego ahead of making a deal.” (CNBC)
3. Trump to deliver primetime speech on election security: President Donald Trump will deliver a primetime "Speech to the Nation" at 9 p.m. ET on Thursday, July 16, 2026, focused on "free and fair elections" and potentially reviving grievances over his 2020 defeat. Trump has demanded legislation requiring proof of citizenship and limiting mail-in voting ahead of November's midterm elections, supporting the SAVE America Act as part of his broader voting regulation agenda. (GroundNews)
-Regulatory and Legal-
1. Trump to meet with senators over CLARITY Act on Thursday: Senator Bernie Moreno said a group of senators will brief the president on the bill and “its path to success.” Senator Cynthia Lummis will also attend, according to a Senate Republican aide. The meeting comes as lawmakers race to pass the crypto market structure bill, known as the CLARITY Act, before the Senate’s August recess. Many lawmakers see it as the last realistic opportunity to pass the legislation before the midterm elections. (CoinTelegraph)
2. US Senate unanimously adopts resolution opposing clemency for SBF: The Senate approved a resolution opposing clemency for former FTX CEO Sam Bankman-Fried as prediction markets put the odds of a Trump pardon by July 31 below 1%. (CoinTelegraph)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US Producer Prices Record Surprise Decline: Producer prices in the US declined 0.3% mom in June 2026, following a downwardly revised 0.6% rise in May and below forecasts of a flat reading. It is the first decrease in PPI since August 2025 and the largest since April last year. (TradingEconomics)
2. US 10Y Yield Pressured by Soft PPI: The yield on the US 10-year Treasury note hovered around 4.56% on Thursday after falling for two straight sessions, as easing inflation pressures reduced expectations of a near-term Federal Reserve interest rate hike. (TradingEconomics)
3. US Strategic Petroleum Reserve Lowest Since 1983: US Strategic Petroleum Reserve crude inventories fell by 3 million barrels to 316.5 million for the week ending July 10, marking the lowest level since April 1983. (TradingEconomics)
4. US Stocks Close Mixed Following PPI report: US stock indices closed mixed on Wednesday as support from soft inflation data offset a selloff in chipmakers. The S&P 500 gained 0.4% and the Dow rose 150 points, while the Nasdaq 100 dropped 0.3%. (TradingEconomics)
-Security Concerns-
1. Traders Took $8.2 Million | 128 BTC From Polymarket’s Five-Minute Bitcoin Bets, Study Found: A new study found that Polymarket's five-minute Bitcoin contract functioned as a wealth transfer mechanism, funneling money from retail traders to a small group of manipulators while distorting Bitcoin's spot price. The paper, “Settlement Manipulation in Prediction Markets” by David Dai, Ruizhe Jia, and Shihao Yu of Stanford and Singapore Management University, studied a binary contract that paid $1 sats if Bitcoin closed a five-minute window above where it opened, and $0 otherwise. A fresh contract opened every five minutes around the clock. (BitcoinMag) (AC-Manipulators gonna manipulate. It stopped once the contracts went to 15 minutes.)
2. LAPD sidelines relationship with license-plate reader company Flock Safety: The Los Angeles Police Department is not renewing its contract with automated license plate reader (ALPR) camera company Flock Safety amid a dispute over who controls the data Flock collects. (RecordedFuture)
-Technology and Science-
NSTR
-Bitcoin Community
1. Jeff Booth, Lyn Alden-backed ORANGE JUICE raises $40 million | 623 BTC to launch permanent capital firm with bitcoin treasury strategy: ORANGE JUICE (@orangejuice_btc) has raised $40 million | 623 BTC to launch a permanent capital company that will acquire and permanently own American businesses while pursuing a bitcoin treasury strategy. The Connecticut-based company said in a statement on Wednesday that it will target cash-flow-generating businesses with between $1 million and $10 million in annual cash flow across various sectors. The company said acquired businesses will retain their identities, while founders can retire, continue operating, or transition leadership over time. Sellers will receive part of their consideration in ORANGE JUICE equity. (TheBlock) (AC-Good luck and get after it!)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 25/100 (Even)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 941,422
DTG/ICOD: 1200Z 20Mar2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Bibi Says 'Mea Culpa' on Energy Strike / Six Countries Voice Support for Hormuz Duty / Denmark's Poison Pill on Greenland / DOJ Charges Three for Smuggling AI Chips to China / Judge Handslaps RFK Jr on Trans Statement / $1.7 Trillion in Student Loans to Go to Treasury Dept / Kentucky Lawmaker Try to Regulate Hardware Wallets / CLARITY Act still Being Negotiated / New NC Bill to Establish SBR / $2.2B in FTX Bitcoin to Hit Market / UST Yields Up, Stocks Down, New Home Sales Crash / US Intel Bosses Ask for FISA Continuance / AI is New Nuclear Race / Can Bitcoin Do DeFi?
Market Data: Price: 1 BTC= $70,365, 15.13 oz Gold, 6.12 BTC/Median US House
24hr Hi: $71,346 / Lo: $68,805
Volume: $42B (Down 14%)
Mkt Cap: $1.4T (Even)
Hashrate: .930 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
---Reports---
-International Events-
1. Netanyahu says Israel ‘acted alone’ in Iran energy strike, will heed Trump’s call not to repeat attack: Israeli Prime Minister Benjamin Netanyahu said the country will heed Trump’s call not to repeat attacks on key Iranian energy sites like the South Pars field. Iran continued to make retaliatory strikes around the region — including against Kuwait — as the Middle East conflict deepened energy supply fears. (CNN)
2. Five European nations and Japan ready to 'contribute' to securing Hormuz: In a joint statement, countries including Britain, France, Germany, Italy, the Netherlands and Japan condemned attacks on commercial vessels and said they were prepared to "contribute to appropriate efforts" to help ensure safe passage through the waterway and support stability in global energy markets. (EuroNews)
3. 'Explosives And Extra Blood': Denmark Planned To Blow Up Greenland's Runways If US Invaded: In January 2026, amid escalating tensions with U.S. President Donald Trump over his renewed push to acquire control of Greenland, Denmark's military deployed explosives and blood supplies to the Arctic island as part of contingency plans to counter a potential American attack. Two European officials confirmed the DR reporting on Thursday, noting that Denmark aimed to dramatically increase the costs and risks of any forceful U.S. takeover. (ZeroHedge)
-US Events-
1. DOJ Charges 3 in $2.5B Scheme to Smuggle AI Servers to China: Federal prosecutors yesterday charged three people, including Super Micro co-founder Wally Liaw, with conspiring to smuggle $2.5 billion worth of AI servers containing restricted Nvidia chips to China between 2024 and 2025. The alleged scheme used shell companies, falsified documents, and dummy servers staged for inspections while real equipment was transshipped through Southeast Asia to conceal the final Chinese destination. (GroundNews)
2. Judge rules US government overreached with transgender health care declaration: A federal judge said the government overreached by issuing a declaration that called treatments like puberty blockers and surgeries unsafe and ineffective for young people experiencing gender dysphoria, according to a ruling Thursday in Oregon. “Today’s win breaks through the noise and gives some needed clarity to patients, families, and providers,” the Democratic New York Attorney General Letitia James, who led the lawsuit. (AP) (AC-Lawfare continues.)
3. Student loans to go to Treasury Department as Trump continues to dismantle Education Department: The Treasury Department will take over management of student loans whose borrowers are in default, meaning they are months behind on payments. Those loans add up to about $180 billion, or 11% of the government’s $1.7 trillion student loan portfolio. Eventually, the Treasury Department is to take responsibility for all student loans, according to the agreement. (AP) (AC- $1.7 TRILLION in student loans!)
-Regulatory and Legal-
1. Kentucky Senate Urged to Strip Hardware Wallet Provision From Crypto Bill: A last-minute amendment requiring hardware wallet providers to help reset user credentials, tucked into Kentucky’s sweeping crypto ATM bill, is facing mounting backlash, with experts saying it is a fundamental misunderstanding of how crypto infrastructure works. Section 33 of House Bill 380, added as a last-minute floor amendment during House debate, would require hardware wallet providers to furnish customers with a mechanism to reset "any password, pin, seed phrase, or other similar information" needed to access a wallet. “Policymakers often struggle with the concept of self-custody,” (Decrypt)
2. CLARITY Act Negotiations Progress As Senators Meet With Trump’s Crypto Advisor: Senators met today in Washington for the CLARITY Act negotiations, engaging White House crypto advisor Patrick Witt on unresolved issues. The meeting included Senators Cynthia Lummis, Thom Tillis, and Tim Scott, focusing on stablecoin yield rules and legislative timing. Lawmakers aim for an April markup while targeting year-end passage through coordinated Senate and White House efforts. (CoinGape)
-CBDCs/World Currencies/Strategic Reserves-
1. North Carolina Lawmakers Propose State Bitcoin Reserve: Senate Bill 327, titled the North Carolina Bitcoin Reserve and Investment Act, would allow the Office of the State Treasurer to allocate up to 10% of public funds into BTC as part of the state’s long-term financial strategy. Under the proposal, the Treasurer would manage the reserve using cold storage wallets with multi-signature authentication. Texas, New Hampshire, and Arizona have enacted laws allowing portions of state funds to be allocated to Bitcoin, while Maryland, Iowa, Kentucky, North Carolina, Michigan, South Dakota, Illinois, Tennessee and Missouri have introduced legislation proposing similar reserves. (BitcoinMag)
-Institutional Concerns-
1. Over $2B BTC in “lost” Bitcoin to hit markets this month creating sell pressure: FTX's fourth round of distributing bankruptcy recoveries arrives at a different moment. The estate will begin sending roughly $2.2 billion to eligible creditors on Mar. 31. FTX announced that eligible creditors are expected to receive funds via BitGo, Kraken, or Payoneer within 1 to 3 business days. (CryptoSlate)
-Economic Indicators-
1. Treasury Yields Climb, 10-Year at Highest Since 2025: The yield on the US 10-year Treasury note rose about 5bps to 4.3% on Friday, reaching its highest level since August 2025, as investors continued to assess the impact of the war with Iran on inflation and brace for a more hawkish tone from the Federal Reserve. (TradingEconomics)
2. US Stocks Pare Losses: US equity indices pared significant session losses on Thursday as the S&P 500 and Nasdaq ended down just 0.2% while the Dow Jones declined 0.3% following a recovery from four-month lows. (TradingEconomics)
3. US New Home Sales Slump the Most in 13 Years: New home sales in the United States plunged by 17.6% to a seasonally adjusted annualized rate of 587,000 units in January of 2026, contrasting sharply with an increase to 720,000. It was the sharpest decline since 2013 to the lowest rate since 2022. (TradingEconomics)
-Security Concerns-
1. US intel chiefs urge lawmakers to extend Section 702 surveillance power without changes: U.S. intelligence leaders on Thursday presented a united public front in favor of extending a key national security surveillance power without changes, providing momentum to backers of such an approach before a crucial week in Congress. The White House has privately asked its congressional allies for an 18-month “clean” extension of the spy law known as Section 702 of the Foreign Intelligence Surveillance Act (FISA), which enables broad electronic surveillance of the communications of overseas security threats. (RecordedFuture)
-Technology and Science-
1. ‘CODE RED:’ Autonomous AI Weapons Are the Nuclear Bomb of the 21st Century: Wynton Hall’s new book Code Red: The Left, The Right, and The Race to Control AI includes a sobering look at the rapidly evolving danger of autonomous weapons, which look to change warfare in the Twenty-First Century as profoundly as nuclear weapons did in the Twentieth — and it will be far more difficult to keep the AI genie bottled than it was to restrain the proliferation of nuclear bombs. (Breitbart)
-Bitcoin Community-
1. Can Bitcoin Really Do DeFi? A New Protocol Aims to Find Out: A new protocol called OP_NET has launched on the Bitcoin network, aiming to enable DeFi-style applications on the base layer. The system processes contract calls through standard Bitcoin transactions rather than sidechains or wrapped BTC. Founders say the design avoids Ordinals-related blockchain bloat and operates without issuing a new token. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 11/100 (Down 12 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report
📷 BTC Daily Intelligence Bulletin (DIB)
Block: 936,050
DTG/ICOD: 1200Z 11Feb2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: School Shooting in Canada Shocks / Cuba Out of Fuel / Iran Red-Line is Missiles / Guthrie Abduction Bitcoin Wallet Shows Activity / Strange FAA Shutdown Over El Paso for 10 Days / Intel Agencies Told to Hand Over Election Data / Crypto Bill Negotiation Continues / SafeMoon CEO Sentenced / Goldman Sachs Reveals $1.1B in BTC ETFs / Dow Continues Record Highs, So Does US Household Debt / CISA Mandates Digital Discipline / ChatGPT Makes Debut in Military / New Multiplayer Game for AI Agents Only / Whales Accumulate, Self Custody, While Retail Sells
Market Data: Price: 1 BTC= $67,065, 13.21 oz Gold, 4.162 BTC/Median US House
24hr Hi: $69,954/ Lo: $66,364
Volume: 43B (Down 6%)
Mkt Cap: $1.34T (Down 2%)
HashRate: 1 ZH/s
Avg Fee Rate: 4.0 sats/vBtye (Up 2 sats)
---Reports---
-International Events-
1. Mass Shooting in British Columbia, Canada: At least nine people were killed and 25 injured in shootings at a high school and a nearby home in the remote town of Tumbler Ridge, with the suspect found dead at the scene. Police described the incident as one of the deadliest mass shootings in Canadian history, prompting national shock and calls for stricter gun control measures. Investigations are ongoing to determine the motive, with no immediate links to terrorism reported. (BBC)
2. Cuba's Fuel Crisis Worsens Amid U.S. Blockade: Cuba's government declared a severe shortage of jet fuel, leading Air Canada and other airlines to suspend flights, stranding tourists and exacerbating the energy crisis. Humanitarian aid delivery has been hampered, with officials blaming the U.S. oil blockade for the "breaking point" situation. Canadians in Cuba are awaiting evacuation options as the crisis deepens. (GlobalNews)
3. Iran says it won't negotiate over its missile capabilities: Iran's missile capabilities are its red line and are not a subject to be negotiated, an adviser to Iran's supreme leader said on Wednesday, as Tehran and Washington eye a new round of talks to avert conflict. U.S. and Iranian diplomats held indirect talks last week in Oman, amid a regional naval buildup by the U.S. threatening Iran. (Reuters) (AC-The Pentagon Pizza index is also high the last 24 hours.)
-US Events-
1. Crypto Wallet Activity in Guthrie Ransom: New transactions were detected in a Bitcoin wallet linked to the ransom note in Nancy Guthrie's abduction, amounting to an undisclosed sum. This follows the release of surveillance footage and a passed deadline for a $4 million. Investigators are analyzing the activity for leads. (KLON)
2. FAA halts all flights at El Paso International Airport for 10 days for 'special security reasons': All flights to and from El Paso are grounded, including commercial, cargo and general aviation. (FOX) (AC-Other sources are saying a GPS jamming exercise is occurring, while speculation hints at potential military actions. It is certainly unprecedented and OPSEC is tight.)
3. Panic Ensues After Trump Orders CIA To Give 2020 Election Intel To 'Stop The Steal' Lawyer: President Donald Trump has instructed the CIA and other spy agencies to hand over intelligence related to the 2020 election. The records are to be handed over to Kurt Olsen - now a temporary government employee in the White House - who four years ago was involved in the "Stop the Steal" campaign to determine whether Joe Biden won the 2020 election via cheating. (ZeroHedge)
-Regulatory and Legal-
1. White House crypto bill talks ‘productive,’ but no deal yet: “Productive session at the White House today — compromise is in the air,” Ripple legal chief Stuart Alderoty, one of the meeting’s attendees, posted to X on Tuesday. “Stablecoin rewards were front and center,” he added. “Banks did not come to negotiate from the bill text, instead arriving with broad prohibitive principles, which remains a key disagreement.” (Cointelegraph) (AC-The banker lobby is strong. Coinbase seems singled out. Odds are with the old guard.)
2. SafeMoon CEO Gets 8 Years in Prison for Crypto Fraud Scheme: SafeMoon CEO Braden John Karony was sentenced to 100 months in prison Tuesday by District Judge Eric Komitee of the Eastern District of New York for his role in a scheme that defrauded investors in the SafeMoon (SFM) token. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Goldman Sachs Discloses $1.1 Billion | 16,350 BTC Position in Bitcoin ETF Holdings: The $1.1 billion | 16,350 BTC position was in IBIT, BlackRock’s iShares Bitcoin Trust ETF. Filings from today also showed that Goldman Sachs held Ethereum, XRP, and Solana, (BitcoinMag)
-Economic Indicators-
1. DOW Jones Pushes Record Higher: The Dow closed up 0.2% at a fresh record, while the S&P 500 edged down 0.2% and the Nasdaq fell 0.5%, as investors balanced weaker consumer data against ongoing scrutiny of AI capital spending. (TradingEconomics)
2. US Household Debt Hits Fresh Record: Total household debt in the US increased by $191 billion from the prior quarter to a new record high of $18.8 trillion in Q4 2025. Mortgage balances grew by $98 billion to $13.17 trillion, and credit card balances rose by $44 billion to $1.28 trillion. Auto loan balances increased by $12 billion to $1.67 trillion. Home equity line of credit (HELOC) balances increased by $11.6 billion to $434 billion while student loan balances rose by $11 billion to $1.66 trillion. (TradingEconomics)
-Security Concerns-
1. CISA Warns US Utilities to Bolster Defenses After Poland Grid Attack: CISA issued a binding operational directive requiring federal civilian executive branch agencies to inventory and replace unsupported edge devices within specified deadlines. The body described edge devices as ones that are accessible via the public internet, like firewalls, routers, switches, wireless access points, network security appliances and IoT edge devices. The push comes against a backdrop of rising cyberattacks, with threat actors honing in on vulnerable devices that no longer receive security patches. (TechRadar)
-Technology and Science-
1. OpenAI Adds Custom ChatGPT to Pentagon Platform as Expert Warns of Risks: ChatGPT joins a growing list of AI models made available to the U.S. military, including Google’s Gemini and Grok, the AI system developed by xAI, which was folded into SpaceX earlier this month. OpenAI said the GenAI(.)mil version of ChatGPT is approved for unclassified Defense Department use and will run inside an authorized government cloud infrastructure. (Decrypt)
2. Get Out Humans! 'SpaceMolt' Is a Multiplayer Game Built Exclusively for AI Agents: AI agents now have their own MMO where they mine asteroids, form factions, and engage in space piracy—while humans just watch. Welcome to the weirdest timeline. (GG/Decrypt)
-Bitcoin Community-
1. Bitcoin whales just moved $4.7B dollars into cold storage while regular investors are busy panic selling the dip: Data tracking accumulator addresses showed a record surge of coins moving into wallets associated with long-term holding behavior, even as flows through exchange-traded fund (ETF) products stayed net negative. (CryptoSlate)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 11/100 (Up 2 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
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: 918,311
DTG/ICOD: 1200Z 09OCT2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Israel, Hamas Agree on Phase 1 of Ceasefire / Venezuela, US Tensions High / Half of IRS on Furlough / Man Arrested Over Palisades Fire / SECDEF Fires Navy Chief of Staff / EU May Oversee Crypto Firms / Square Makes Bitcoin Acceptance Fees Zero / Life Insurer Using Bitcoin for Risk Mitigation / Stocks at Record Highs / New Wrench Attack in Tel Aviv / Discord Hack Exposes Millions of Government IDs / Polymarket Founder Youngest Self-Made Billionaire / Bitcoin Futurists to Meet in Dubai
Market Data: Price: 1 BTC= $123.082, 30.47 oz Gold, .29 Median US House
24hr Hi: $124,167 / Lo: $121,191
Volume: 59B (Down 28%)
Mkt Cap: $2.45T (Even)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 66%)
---Reports---
-International Events-
1. Israel and Hamas agree to first phase of Gaza ceasefire plan: Israel and Hamas have agreed to the first phase of a US-brokered ceasefire plan that will allow for the release of all hostages in Gaza, Israeli withdrawal to an agreed point, and the release of some Palestinian prisoners. Trump said the hostages are likely to be released on Monday. His announcement did not address some sticking points in the proposal, including Hamas disarmament and governance of Gaza. Israeli Prime Minister Benjamin Netanyahu will convene his government today to vote on the agreement.(CNN)
2. Venezuelan Defense Minister Says U.S. Might Send Special Forces To Carry Out Targeted Assassinations: "There are many ways to attack and disturb us, not just through a military attack from the Caribbean but also the entry of special forces to carry out disruptive actions, including sabotaging the electrical and gas systems, train tracks, targeted assassinations," Padrino Lopez said during a televised address. (IBTimes)
-US Events-
1. IRS furloughs nearly half of its workforce due to government shutdown: Taxpayers filing extension returns will face harder access to assistance as IRS supervisors and furloughed employees received up to four hours to close out work. (GroundNews)
2. Man Arrested in Connection with Start of Deadly Pacific Palisades Fire: Justice department officials announced at a news conference that Jonathan Rinderknecht, 29, of Melbourne, Florida, had been detained. The fire was sparked on 7 January near a popular hiking trail overlooking the wealthy coastal neighborhood. The blaze became the most destructive inferno in Los Angeles history. (Breitbart)
3. Hegseth fires Navy chief of staff: “Jon Harrison will no longer serve as the Chief of Staff of the Secretary of the Navy. We are grateful for his service to the Department,” An official, speaking on condition of anonymity because they were not authorized to speak to the press, said Harrison had attempted to limit the role of the undersecretary, Navy veteran Cao, and had reassigned aides meant to help Cao in his new role. (MilitaryTimes)
-Regulatory and Legal-
1. Bank of France Proposes EU Oversight of Major Crypto Firms: The Bank of France has recommended that the European Securities and Markets Authority directly supervise major crypto firms to ensure consistent standards across the EU. This proposal comes as crypto companies expand their presence in Europe.(Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Jack Dorsey's Company Block Launches Bitcoin Payment and Wallet for Small Businesses Using Square: Block, Jack Dorsey's company, introduces a new Bitcoin payment and crypto wallet for small businesses using Square's point-of-sale system. Merchants can convert received money into BTC with zero fees and access the wallet, with the ability to accept and convert up to 50% of daily sales revenue into Bitcoin starting November 10. (Decrypt)
2. Meanwhile, Bitcoin Life Insurer, Secures $82M to Meet Soaring Demand for Inflation-Proof Savings: Funding will accelerate global access to BTC-denominated life insurance, annuities, savings and insurance bonds through institutional partners, protecting policyholders worldwide from inflation and currency risk. (CryptoSlate) (AC- It was only a matter of time before other financial derivatives latched onto Bitcoin's scarcity.)
-Economic Indicators-
1. S&P 500, Nasdaq Push to Fresh Record Highs: US stocks extended their records on Wednesday, as technology shares led gains and investors parsed the Federal Reserve’s latest meeting minutes for policy clues amid a prolonged government shutdown. The S&P 500 climbed 0.6%, while the Nasdaq advanced 1.1%, buoyed by strength in AI-linked megacaps and chipmakers, while the Dow finished flat. (TradingEconomics)
-Security Concerns-
1. Two Indicted in Tel Aviv Over $600,000 ‘Wrench Attack’ on Bitcoin Trader: A Herzliya crypto trader was reportedly stabbed twice and robbed of nearly $600,000 in crypto after three assailants ambushed him in his apartment building. The attack lasted over an hour, with captors allegedly threatening his family and cleaning the crime scene with disinfectant before fleeing with Bitcoin, USDT, and a $50,000 Rolex. A security expert reported 52 such "wrench attacks" globally in 2025, averaging one per week. (Decrypt)
2. Discord Claims 70,000 Government IDs May Have Been Compromised in Recent Breach: Discord said that the other information that could have been compromised includes users' names, their Discord usernames, email, and other contact information they shared with customer service providers. A updated report said that as many as 2.1 million government IDs, like driver's licenses and/or passports, may have been leaked in the latest attack, and this figure is far from what Discord initially reported. (TechTimes)
-Technology and Science-
1. Polymarket Founder Shayne Coplan Becomes Youngest Self‑Made Billionaire: Coplan, the 26‑year‑old entrepreneur who launched the blockchain‑based prediction market in 2020, has been reported by multiple outlets as reaching billionaire status, making him one of the youngest individuals to attain that net worth through crypto and startup equity. (BItcoinCom)
-Bitcoin Community-
1. The Bitcoin 2140 Forum comes to Dubai Knowledge Park, powered by bepay money, the global cross-border payment platform. With its 100% Bitcoin-focused agenda, the forum positions itself as the premier institutional platform for Bitcoin’s evolution, sustainability, and adoption. Dubai’s emergence as a global hub for Bitcoin and Web3, supported by progressive regulations and substantial capital inflows, makes it the ideal venue for this milestone gathering. (BlockchainReporter)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 70/100 (Up 10 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 911,930
DTG/ICOD: 1200Z 27AUG2025
Precedence: Routine FNG (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump's 50% tariff on India kicks in/ Heavy Rainfall in India’s Himalayas/ Drone Debris Sparks Roof Fire in Rostov-on-Don/ U.S. Security Support — European-Led Mission in Ukraine/ Danish Diplomat Summoned Over U.S. Activity in Greenland/ FEMA Staff Placed on Administrative Leave/ Cracker Barrel Reverts to Classic Logo/ First U.S. Case of New World Screwworm Confirmed/ U.S. Economic Data Goes On-Chain/ Trump Media & Crypto.com Launch $6.4B CRO Treasury Firm/ U.S. Security & Privacy Breach — Social Security Account Data Exposed by DOGE/ Social Security Account Data Exposed by DOGE/ Meta Superintelligence Labs Faces Key Departures/ Teen’s Parents Sue OpenAI Over ChatGPT’s Role
Market Data: Price: 1 BTC= $111,292 32.96 oz Gold, .26 Median US House
24hr Hi: $112,399 / Lo: $109,337
Volume: $37.70 B
Mkt Cap: $2.21 T
HashRate: 970 EH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Trump's 50% tariff on India kicks in as Modi urges self-reliance
U.S. enacted a punitive 50% tariff on a broad range of Indian exports starting Aug 27, doubling August's initial 25% duties citing India's purchases of discounted Russian oil. The measures target labor-intensive commodities like garments, jewelry, seafood, and chemicals, while temporarily exempting pharmaceuticals and semiconductors. Prime Minister Modi denounced the tariffs as “unfair, unjustified and unreasonable,” and pledged tax reforms while calling on citizens to embrace “Made in India” goods and self-reliance. He also defended farmers and local industries, promising to shield them from trade shocks. A planned U.S. trade delegation visit was canceled, and Modi scheduled a trip to China, signaling a strategic pivot (Guardian)
2. Heavy Rainfall in India’s Himalayas
Devastating monsoon rains pummeled India’s Himalayan region over the past 24 hours, triggering deadly landslides and flash floods. A landslide near the Vaishno Devi pilgrimage route in Jammu and Kashmir’s Katra area claimed at least 30 lives and caused extensive disruption. The region received an astonishing 726% above-normal rainfall since August 23. Multiple rivers overflowed, infrastructure was damaged, and critical services like power and communications were severely impacted.
(AP)
3. Drone Debris Sparks Roof Fire in Rostov-on-Don
Russian air defenses intercepted and destroyed 10 Ukrainian drones over the Rostov region. Falling debris from one downed drone caused an explosion that ignited a fire on the roof of a four-story apartment building in Rostov-on-Don. The fire prompted the evacuation of 15 residents. Authorities confirmed that the blaze was quickly contained and that, importantly, no injuries were reported. (Yahoo)
4. U.S. Security Support — European-Led Mission in Ukraine
The United States has informed its allies that it stands ready to provide an array of military enablers—including intelligence, surveillance, reconnaissance (ISR), command-and-control systems, air defense assets, and aircraft—to bolster a European-led postwar security mission in Ukraine. The plan envisages U.S. support without direct deployment of ground troops, enabling a European “coalition of the willing” to take primary responsibility. The proposed U.S. role covers enabling no-fly zones, feeding ISR data via satellite, and monitoring ceasefire adherence—effectively underpinning the mission with critical air-domain and surveillance capabilities. European leaders, especially from the UK and France, are coordinating troop commitments in concert with U.S. strategic support (FT)
-US Events-
1. U.S. Domestic Security — Trump Vows Unconstrained Power to Send Troops to Chicago
President Trump reiterated his intention to deploy the National Guard to Chicago, stating in the Oval Office, “I have the right to do anything I want to do,” framing it as a measure to curb what he calls rampant crime in the city. He has issued an executive order directing the creation of a rapid-response Guard force deployable nationwide. Chicago officials—Mayor Brandon Johnson and Governor J.B. Pritzker—have denounced the proposal as unconstitutional, unauthorized, and absent any formal state request. (Politico)
2. Danish Diplomat Summoned Over U.S. Activity in Greenland
Denmark has summoned the U.S. ambassador over suspected covert operations in Greenland involving individuals tied to the Trump administration. This follows renewed strategic interest in the Arctic, including Trump’s past proposals to acquire Greenland. Danish officials condemned the conduct as unacceptable interference in domestic affairs. (Reuters)
3. FEMA Staff Placed on Administrative Leave
More than a dozen FEMA employees were placed on administrative leave after signing an open dissent letter critiquing the Trump administration’s leadership and cuts to mitigation and disaster recovery programs. The letter, signed by approximately 180 current and former FEMA staffers, warned that inexperienced leadership and budget cuts could erode agency readiness to levels similar to the pre-Katrina era. Those on leave entered a "non-duty status" but continue to receive pay and benefits. (AP)
4. Cracker Barrel Reverts to Classic Logo
Within hours of intense backlash including sharp criticism from President Trump Cracker Barrel announced its decision to abandon its new minimalist logo and restore the original “Old Timer” design. The rebrand, unveiled as part of the “All the More” modernization campaign, removed key nostalgic elements sparking accusations of abandoning brand heritage and igniting a “woke” backlash among loyal customers. The stock rebounded immediately, rising approximately 9% in after-hours trading following the announcement. (Daily Beast) (AC maybe this was a genius marketing idea, when was the last time you talked about Cracker Barrel?)
5. First U.S. Case of New World Screwworm Confirmed
The CDC confirmed the first U.S. human case this year of New World screwworm, a flesh-eating parasitic fly, in a Maryland resident who recently traveled from El Salvador. The diagnosis occurred on August 4, 2025, and the individual has since fully recovered. The USDA responded by launching surveillance within a 20-mile radius and accelerating a plan to build a sterilized-fly production facility in Texas capable of releasing 300 million sterile male flies per week. This strategy mirrors successful eradication efforts dating back to the 1960s. Authorities assert the public health risk is very low and there have been no detected cases in animals. (Reuters)
-Regulatory and Legal-
1. U.S. Economic Data Goes On-Chain
The U.S. Department of Commerce announced during a White House Cabinet meeting that it will begin publishing key economic statistics including Gross Domestic Product (GDP) data on a blockchain platform to enhance transparency and modernize federal data sharing. Commerce Secretary Howard Lutnick described the initiative as the first step, with expectations to expand the system across other government agencies once the technical details are finalized. He noted this approach would allow stakeholders to “use the blockchain for data and distribution.” (Cointelegraph) (AC: Eye roll)
-CBDCs/World Currencies/Strategic Reserves-
1. Trump Media & Crypto.com Launch $6.4B CRO Treasury Firm
Trump Media & Technology Group has formed a partnership with Crypto.com and Yorkville Acquisition Corp. to launch Trump Media Group CRO Strategy, Inc., a publicly traded treasury firm focused on holding Cronos (CRO) tokens. The venture is backed by approximately $6.4 billion in funding. Trump Media will purchase $105 million worth of CRO and integrate it into its platforms, including Truth Social, via Crypto.com's wallet infrastructure. Crypto.com, in return, is investing $50 million in Trump Media stock. (CoinDesk)
-Institutional Concerns-
1. U.S. Security & Privacy Breach — Social Security Account Data Exposed by DOGE
A whistleblower complaint from SSA Chief Data Officer Charles Borges alleges that the Department of Government Efficiency (DOGE) copied the entire Social Security Administration database containing names, birthdates, and Social Security numbers of over 300 million Americans onto a cloud server lacking proper security controls and oversight. No breach has been reported, but experts warn this constitutes a significant vulnerability that could lead to mass identity theft. (AP)
-Economic Indicators-
1.
-Security Concerns-
1. U.S. Security & Privacy Breach — Social Security Account Data Exposed by DOGE
On August 19, 2025, an investor was defrauded of 783 Bitcoin in a social engineering attack where perpetrators impersonated both hardware wallet support and a crypto exchange. The attacker convinced the victim to hand over sensitive wallet credentials by posing as support staff. This allowed them to transfer the full amount in one go. Shortly after the theft, the stolen BTC was routed through Wasabi Wallet. The investigator did not identify the impersonated companies in question. (CoinDesk) (AC: Never input your private keys into anything. They are YOUR secret words.)
-Technology and Science-
1. Meta Superintelligence Labs Faces Key Departures
Less than 2 months after Zuck announced Meta Superintelligence Labs, at least 8 engineers, researchers, and leaders have already walked. Departing names include AI veterans behind PyTorch, Llama, and core GPU systems - many defecting to OpenAI, Anthropic, and startups. Some new hires didn’t even stick around a month. Departures are attributed to leadership instability and misalignment in vision, prompting concerns about internal cohesion. (Wired)
2. Teen’s Parents Sue OpenAI Over ChatGPT’s Role
Matt and Maria Raine have filed a wrongful-death lawsuit in San Francisco Superior Court against OpenAI and CEO Sam Altman, alleging that their son Adam was driven to suicide after prolonged interactions with ChatGPT. According to the complaint, the chatbot validated Adam’s suicidal ideation, provided step-by-step methods for self-harm, helped draft suicide notes, and discouraged him from seeking help from his parents—even when he uploaded a photo of a noose. (Reuters)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 51/100 (up 3)
Analyst Comments NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 909,560
DTG/ICOD: 1200Z 11Aug2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: IDF Airstrikes Kill Journalists / EU Leaders Support Ukraine Ahead of Trump-Putin Talks / Trump May Act on DC Crime Unilaterally / CDC Says 'Misinformation' Led to Atlanta Shooting / Bo Hines Leaves White House Crypto Force / BTC ETF Inflow for 3 Days / Harvard Reveals BTC ETC Investments / Rumble to Buy Bitcoin Miner / Bitcoin Near ATH / Instagram Now Shares Location Data / US AI Chip Exports Now Face 15% USG 'Fee' / El Salvador Makes Bitcoin Education Compulsory / Sheetz Giving Crypto Discounts / Lyn Alden Shares Why 'Nothing Stops This Train'
Market Data: Price: 1 BTC= $120,223, 35.84 oz Gold, .28 Median US House
24hr Hi: $122,321 / Lo: $118,105
Volume: 80B (Up 37%)
Mkt Cap: $2.39T (Up 1%)
HashRate: 913 EH/s
Avg Fee Rate: 6 sats/vBtye (Up 20%)
---Reports---
-International Events-
1. Israeli Strike Kills Al Jazeera Journalists in Gaza: Israel's military conducted a strike in Gaza that killed Anas Al Sharif, a journalist for Al Jazeera. The network stated that four of its journalists have been killed in similar incidents. (Reuters)
2. European leaders rally behind Ukraine ahead of Trump-Putin meeting: Saturday’s statement, signed by the president of the European Union and leaders of France, Germany, Italy, Poland, Finland and the UK, stressed the need for a “just and lasting peace” for Kyiv, including “robust and credible” security guarantees. “Next Friday will be important because it will be about testing Putin — how serious he is — on bringing this terrible war to an end,” NATO Secretary General Mark Rutte said in an interview. (AP)
-US Events-
1. Trump Promises Crackdown on Homelessness and Crime in Washington D.C.: U.S. President Donald Trump announced plans to evict homeless individuals from Washington D.C. immediately and address crime, potentially deploying the National Guard. Federal agents have been activated for the operation. The FBI is sending agents to patrol Washington D.C. streets in support. (Reuters, WaPo)
2. CDC union says vaccine misinformation put staff at risk after Atlanta shooting: A union representing US CDC employees has demanded that the federal government condemn vaccine misinformation after a man who evidently blamed the Covid-19 vaccination for making him depressed and suicidal aimed gunfire Friday at the CDC’s headquarters in Atlanta. The CDC workers’ union said the deadly violence Friday was not random and “compounds months of mistreatment, neglect, and vilification that CDC staff have endured”. It said vaccine misinformation had put scientists at risk. (TheGuardian) (AC-In other words, new details of CDC actions have led to this violence, and these details are still considered 'misinformation'. This story highlights the real-world effects of 5th Gen Warfare (5GW) practices and it's myriad effects. The COVID debacle should be a case study in 5GW.)
-Regulatory and Legal-
1. Bo Hines Leaves the White House Crypto Council: Hines made it clear his crypto initiatives are not over. He specifically stated that he intends to return to the private sector and continue supporting the development of crypto in the United States. (BitcoinSensus) (AC- There are multiple possibilities for the departure reasoning. We'll maybe find out soon enough.)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. U.S. Bitcoin Spot ETFs Record $403.67 Million Net Inflow: U.S. Bitcoin spot exchange-traded funds saw a net inflow of $403.67 million yesterday. This marks three consecutive days of positive inflows. (Bloomingbit)
2. Harvard Reports $116M in iShares Bitcoin Trust ETF: Academic institutions require complex and lengthy approvals, and the fact that they reached such a decision, and at this scale, looks extremely impressive. (BitcoinSensus) (AC-Harvard is not well known for leadership thinking any more, but rather consensus management, so this does mean something.)
3. Tether-backed Rumble eyes $1.17 billion Northern Data acquisition pending bitcoin mining division selloff, stock jumps 20%: The acquisition would bolster Rumble’s position in AI cloud services and high-performance computing, with support from major shareholder Tether. (TheBlock)
-Economic Indicators-
1. Bitcoin Eyes All Time High Ahead of US CPI, PPI Data This Week: New Bitcoin addresses hit a one-year high of 364,126 daily, indicating robust adoption. Expectations of higher July inflation and US CPI uptick from Trump tariffs, coupled with Fed rate cut speculation. (CoinGape)
2. US Treasury Yields Edge Down, CPI Eyed: The yield on the US 10-year Treasury note eased to 4.26% on Monday, after hitting a one-week high on Friday, as traders increased bets on Federal Reserve rate cuts this year ahead of the US CPI release. Inflation is expected to have risen 0.2% in July, slightly below June’s 0.3%. (TradingEconomics)
-Security Concerns-
1. Concerns Raised Over Instagram's New Map Feature and Privacy: Instagram's new Map feature has sparked controversy due to potential privacy risks, as it shares user locations. Experts recommend disabling the feature to protect personal data. (CBS)
-Technology and Science-
1. Nvidia and AMD Agree to U.S. Government Cut on AI Chip Sales to China: Nvidia and AMD will pay the U.S. government 15% of their AI chip sales to China as part of a new agreement. This follows regulatory pressures on technology exports. (WSJ)
-Bitcoin Community-
1. El Salvador Introduces Bitcoin Education for Students Aged 7 and Older: El Salvador has become the first country to mandate Bitcoin education for all students starting from age 7. The curriculum covers blockchain basics and cryptocurrency usage. (X)
2. Sheetz Launches 50% Discount for Daily Cryptocurrency Purchases: The retail convenience store and gas station chain Sheetz is now accepting multiple cryptocurrencies at all its U.S. locations and is offering customers 50% off purchases when paying with digital assets during specific daily hours. (BitcoinCom)
3. Inside the mind of Lyn Alden: Bitcoin, AI, and the unstoppable deficit train: “Large U.S. fiscal deficits are going to continue for the foreseeable future, five, 10 years, any sort of investable time horizon. There are a bunch of reasons why, and a lot of them have to do with political polarization. It’s very hard to either massively raise taxes or massively cut spending in a very polarized situation, as well as mechanically the kind of debt levels they find themselves in.” (CryptoSlate) (AC-A fun article on Lyn's 'Nothing stops this train.")
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 70/100 (Up 1 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 908,725
DTG/ICOD: 1200Z 05Aug2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: EU Sanctions Chinese, Indian Firms / Philippines and India Hold Military Drills / Nations Address Plastic Pollution / Governor Abbot to Arrest Fleeing Dems / Florida Arrests Pedophiles / DOJ To Open Investigation Into Obama Team / Trump to Sign EO on 'Chokepoint 2.0' / FINCEN Alerts on Bitcoin Kiosks / Central Banks Hoarding Gold / Logistics Down, UST Yields Down, Stocks Up / Payouts on Ransomware Keep It Going / ChatGPT To Help With Over Usage / Bitcoin Rainbow Chart Not For Traders
Market Data: Price: 1 BTC= $114,503, 34.12 oz Gold, .27 Median US House
24hr Hi: $115,729 / Lo: $113,800
Volume: 56B (Up 17%)
Mkt Cap: $2.27T (Even)
HashRate: 953 EH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. EU Sanctions Target Chinese, Indian Firms: The European Union is preparing sanctions against specific Chinese and Indian companies accused of supporting Russia's military actions in Ukraine. These measures focus on Chinese firms allegedly supplying drone components and Indian entities purchasing Russian oil, which could fund the conflict. (Various)
2. Philippines, India hold first joint sail in South China Sea: The Philippines has conducted "maritime cooperative activities" with foreign navies since late 2023 as part of its push to counter China's expansive claims in the waterway, including joint passages with treaty ally the United States, as well as Japan, Australia, France and Canada. (Reuters)
3. Nations gather in Geneva to again confront the world’s spiraling plastic pollution crisis: Nations kicked off a meeting on Tuesday to try to complete a landmark treaty aimed at ending the plastic pollution crisis that affects every ecosystem and person on the planet. (AP)
-US Events-
1. Governor Abbott orders arrest of absent Texas House Democrats: Texas's 150-member House requires two-thirds presence to conduct business, but at least 51 Democrats holding 62 seats left the state, preventing votes and delaying disaster aid after recent catastrophic floods. Abbott referenced a 2021 legal opinion from Republican Attorney General Ken Paxton—though not legally binding—to assert that Democrats had lost their legislative seats and might have committed felonies, while Democrats dismissed his claims as baseless distractions without legal merit. (GroundNews)
2. Florida Arrests over 40 Pedophiles in Undercover Operation, 7 on ICE Holds: Forty-eight individuals have been arrested following what Uthmeier’s office described as a “six-day undercover operation targeting online child predators.” A press release notes that this marks the “highest number of arrests ever made during this annual joint effort to protect Florida children from exploitation and abuse.” (Breitbart)
3. US DOJ to open grand jury to investigate Obama officials: U.S. Attorney General Pam Bondi has directed federal prosecutors to launch a grand jury investigation into allegations that members of Democratic former President Barack Obama's administration manufactured intelligence on Russia's interference in the 2016 elections, a source familiar with the matter said on Monday. (Reuters)
-Regulatory and Legal-
1. Trump Administration Targets “Operation Chokepoint 2.0” with New Executive Order: Trump's executive order aims to shield crypto firms and conservative groups from alleged discriminatory banking practices by investigating and penalizing violations. (Blockonomi)
2. FinCEN Issues Warning on Bitcoin ATMs Used in Scams: FinCEN's latest advisory reveals that complaints involving "convertible virtual currency kiosks,” also called Bitcoin ATMs, skyrocketed 99% last year, with more than 10,956 incidents reported to the FBI's "Internet Crime Complaint Center." (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. Central Banks Are Stockpiling Gold at Record Pace: Global central banks have added 166.5 tonnes of gold to their reserves during the second quarter of 2025, marking a 41% increase over the average gold accumulation seen between 2010 and 2021. (BitcoinSensus) (AC-Tariffs, BRICS, and general uncertainty are some causes, but the fraying of global Keynesian economics practices might be the ultimate cause.)
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US Logistics Growth Slows: The Logistics Manager’s Index in the US declined to 59.2 in July 2025 from 60.7 in June, indicating a broader slowdown in the logistics sector. (TradingEconomics)
2. US 10-Year Yield Near 3-Month Low: The yield on the 10-year US Treasury note held around 4.2% on Tuesday, hovering near a three-month low as investors assessed global trade tensions and evolving Fed policy expectations. (TradingEconomics)
3. US Stocks Rebound to Start Week After Sharp Losses: Stocks in the US rebounded sharply Monday, with the S&P 500 rising 1.5%, snapping four-day losing streak, the Dow jumping 585 points and the Nasdaq surging 1.9%, as investors snapped up shares following Friday’s sell-off. The bounce was fueled by renewed hopes for a Fed rate cut in September following a weak July jobs report and downward revisions to prior months. (TradingEconomics)
-Security Concerns-
1. The Secret Payments That Keep Global Ransomware Attacks Going: Cyber attacks—usually involving ransomware—are making the news almost every day, and experts say AI is being deployed to help the attackers find their targets more quickly. PurpleSec, a U.S. cybersecurity company, estimates that the average cost of a ransomware attack has risen since 2019 from $761,106 to $5.14 million today. Jenkinson said ransoms are almost always paid in Bitcoin and other cryptocurrencies, which are harder to trace than bank transfers. (ZeroHedge)
-Technology and Science-
1. ChatGPT adds mental health guardrails after bot 'fell short in recognizing signs of delusion': Starting Monday, the popular chatbot app will prompt users to take breaks from lengthy conversations. The tool will also soon shy away from giving direct advice about personal challenges, instead aiming to help users decide for themselves by asking questions or weighing pros and cons. (NBC)
-Bitcoin Community-
1. What Is the Bitcoin Rainbow Chart and How to Use It?: Imagine plotting Bitcoin’s price on a graph that doesn’t just scale up in a straight line, but curves logarithmically to plot the price action. Those lines have layers of a series of colour bands, red at the top through yellow and green, down to blues and purples at the bottom. Each shade shows a different stage of market sentiment, from bearish to bullish. Since this is a long term tool, it is more useful to the long term investors. Those investors who are willing to hold Bitcoin over a Bitcoin price cycle can benefit from this. (CoinTrust) (AC-The rainbow chart has been a useful tool to many hodlers for years. Though most Bitcoiners suggest daily cost averaging, sometimes when the price hits the lower bands of the chart, we might through in a little extra. Not financial advice.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 60/100 (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: 906,513
DTG/ICOD: 1200Z 21JUl2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Syria Internal Conflict Pauses / IDF Hits Yemen Port With Drones / Russia Strikes Kyiv Ahead of Talks / DNI Gabbard Accuses Obama of Coup / CBP Officer Shot in NYC by Illegal / GENIUS Bill Signed, Ether Up / UK Prepares to Sell Bitcoin / China UST Holdings Drop for 3rd Month / Block Joins S&P500 / Voice AI Scams FL Woman / Yahoo Japan Mandates AI Productivity Gains / Bitcoin Devs Fix Bug
Market Data: Price: 1 BTC= $118,417, 35.22 oz Gold, .28 Median US House
24hr Hi: $119,671 / Lo: $118,417
Volume: 67B (Up 40%)
Mkt Cap: $2.35T (Up 1%)
HashRate: 900 EH/s
Avg Fee Rate: 3 sats/vBtye (Up 50%)
---Reports---
-International Events-
1. Ceasefire in southern Syria appears to be holding as US demands Damascus end violence: The Syrian government says clashes in the southern city of Suwayda have stopped after a week of violence left hundreds of people dead, drawing Israeli intervention and US condemnation. (CNN)
2. In first, IDF officials say Yemen strikes were carried out with drones, not fighter jets: All previous IAF strikes in Yemen, located some 1,800 kilometers from Israel, involved dozens of fighter jets, refuelers, and spy planes. (TimesOfIsrael)
3. Russia Strikes Ukraine After Kyiv Offers Fresh Talks: Russia fired a volley of drones and missiles at Ukraine early on Monday, hitting apartment blocks and a nursery in Kyiv, days after Ukrainian President Volodymyr Zelensky proposed holding a fresh round of peace talks. (IBTimes)
-US Events-
1. Tulsi Gabbard openly accuses Obama of longstanding effort to overthrow Trump in coup: Gabbard released declassified emails Friday and claimed that they reveal a “treasonous conspiracy” committed by former President Barack Obama and his officials over the investigation surrounding Russian interference in the 2016 election. Former Director of National Intelligence James Clapper, former CIA Director John Brennan, and former FBI Director James Comey were cited in the DNI memo. (IndependentUK)
2. Off-duty CBP officer shot in face during robbery at NYC park by suspect ID’d as illegal migrant, career criminal: The suspect has been identified as Miguel Francisco Mora Nunez, a 21-year-old Dominican national with a lengthy rap sheet in New York according to sources — but he was let go each time he was busted, despite having a deportation order. (NYPost)
-Regulatory and Legal-
1. President Trump Signs Stablecoin Bill, Capping Off 'Crypto Week': The GENIUS Act, signed by President Trump, legalizes stablecoins in the U.S., providing clear rules for their issuance and trading. This legislation is expected to spark interest from banks, traditional finance players, and major retailers in adopting stablecoins. (Decrypt)
2. GENIUS Act is helping Ethereum ‘have its moment,’ Bernstein says: "The GENIUS Act was signed by the U.S. President on Friday. Stablecoins are now legal digital cash. And given stablecoin’s dominant rail, Ethereum is having its moment finally - ETH is up ~45% in the last 2 weeks," analysts at Bernstein said. (TheBlock)
-CBDCs/World Currencies/Strategic Reserves-
1. UK Moves to Sell Billions in Confiscated Bitcoin Assets: The UK Home Office is preparing to sell a massive stockpile of bitcoin seized from criminals, potentially netting the Treasury billions to address budget pressures. The haul of forfeited bitcoin (BTC), estimated to be worth billions, includes approximately 61,245 BTC confiscated during law enforcement operations. (BitcoinCom)
2. China's US Treasury Holdings Fell to Lowest Level Since 2009 in May: China has sold off more of its U.S. Treasury holdings, bringing its current total to $756.3 billion, the lowest level since March 2009. While some may not consider this significant, it marks the third consecutive month of declines. (BitcoinCom)
-Institutional Concerns-
1. Jack Dorsey's Bitcoin-centric Block Inc to join S&P 500 this week: "It’s a milestone that reflects the strength of our business and the work of thousands of people building tools to increase access to the economy, across our brands including Square, Cash App, Afterpay, TIDAL, Proto, and Bitkey," (TheBlock)
-Economic Indicators-
1. US 10-Year Yield Falls for 4th Session: The yield on the US 10-year Treasury note fell to around 4.4% on Monday, sliding for the fourth consecutive session as investors focused on trade developments and upcoming economic indicators. (TradingEconomics)
2. U.S. Aims for Last-Minute Trade Pact with EU Ahead of Tariffs: U.S. Commerce Secretary Howard Lutnick said he was confident the U.S. and the EU could reach a trade deal before August 1, which he called a "hard deadline" for new tariffs. In an interview with CBS, Lutnick said there was “plenty of room” for agreement and expressed optimism. (TradingEconomics)
-Security Concerns-
1. Florida woman scammed out of $15K by AI cloning her daughter’s voice: ‘I know my daughter’s cry’: Sharon Brightwell said she got a call last Wednesday that sounded exactly like her adult daughter, April Monroe, sobbing and panicking on the other end of the line and telling her that she had hit a heavily pregnant woman while texting and driving. (NYPOst)
-Technology and Science-
1. Yahoo Japan Requires All 11,000 Employees to Use Generative AI to Double Productivity by 2028: Yahoo Japan is now mandating that all of its 11,000 employees start using generative AI and utilizing its capabilities, features, and more to improve their workflow. (TechTimes) (AC-An indicator of future employment?)
-Bitcoin Community-
1. Bitcoin Developers Finally Fix Long-Running Bug: Bitcoin Core developers have patched a 5-year-old disk fill bug that has been causing issues for full node operators since 2020. The bug, which involves attackers forcing excessive data writes to victims' hard drives, has finally been addressed in the latest Bitcoin Core release. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 71/100 (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: 904,444
DTG/ICOD: 1200Z 07JUl2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Trump Meets Netanyahu for Gaza Peace Talks / BRICs Affiliated Countries May See Higher Tariffs / IDF Hits Houthi Targets / Japan May Give Philippines Warship / Texas Floods Result in Over 80 Deaths / Musk to Form New Political Party / FBI Memo Says Epstein List Didn't Exist, May be Fake / Sen Lummis Intros $300 Crypto Tax Exemption / US Employment Up / Canadian Woman Lost $1.3M in Bitcoin in Sim Swap / Whale Moves 80K BTC / Bitcoin Core Dev Arrested, Released in El Salvador / Jack Dorsey Releases Bluetooth "BitChat" App
Market Data: Price: 1 BTC= $108,671, 32.90 oz Gold, .25 Median US House
24hr Hi: $109,731 / Lo: $108,076
Volume: 40B (Up 32%)
Mkt Cap: $2.16T (Even)
HashRate: 882 EH/s
Avg Fee Rate: 2 sats/vBtye (Up 100%)
---Reports---
-International Events-
1. Trump hosts Netanyahu, eyes Israel-Hamas deal 'this week': Israeli Prime Minister Benjamin Netanyahu will meet US President Donald Trump on Monday after Trump voiced hope for a Gaza hostage deal "this week." Indirect Israel-Hamas talks resumed Sunday in Doha, seeking a ceasefire and hostage-prisoner swap.
2.Trump Says BRICS-Aligned Countries to Face Additional 10% Tariffs: Trump's announcement followed the BRICS annual summit in Rio de Janeiro, Brazil, where leaders condemned rising tariffs and trade restrictions as inconsistent with WTO rules. (GroundNews)
3. Israel carries out strikes on Houthi-controlled power station, ports across Yemen: The Israel Defense Forces confirmed early Monday morning that airstrikes carried out by some 20 fighter jets targeted multiple Houthi targets in Yemen, including the ports of Hodeidah, Ras Isa and Salif, and the Ras Khatib power station. (TimesOfIsrael)
4. Japan eyes used warship transfer to Philippines in bid to counter China: Japan is looking to transfer secondhand Maritime Self-Defense Force Abukuma-class destroyer escorts to the Philippines, in what would mark Tokyo’s first export of an entire major naval platform in decades. (JapanTimes)
-US Events-
1. Texas braces for more rain as death toll mounts to at least 82 with dozens missing: Rescuers are still searching for at least 41 missing people, according to state and local officials. Among them are 10 girls and one counselor from Camp Mystic, an all-girls summer camp along the Guadalupe River that rose more than 20 feet in less than two hours during the peak of the flooding early on the Fourth of July. (CNN)
2. Musk says he is forming new political party after fallout with Trump: Musk’s criticism of the BB bill was the catalyst for a major falling out between the two men last month. “When it comes to bankrupting our country with waste & graft, we live in a one-party system, not a democracy,” Musk said on his social media platform, X. “Today, the America Party is formed to give you back your freedom.” (CNN) (AC-Musk also tweeted that the new party would embrace bitcoin.)
3. FBI Concludes Jeffrey Epstein Had No Clients, Didn't Blackmail Anyone, And Definitely Killed Himself: Deceased financier Jeffrey Epstein and his colleague, Ghislaine Maxwell, were both charged by the Justice Department with sex trafficking—and Maxwell was convicted. But according to the DOJ, the two apparently didn’t have any clients. “This systematic review revealed no incriminating ‘client list.’ There was also no credible evidence found that Epstein blackmailed prominent individuals as part of his actions. (ZeroHedge) (AC-Initial reports show this memo may in fact be fake.)
-Regulatory and Legal-
1. Senator Lummis Introduces Digital Asset Tax Legislation: The bill proposes a $300 exemption for small Bitcoin and crypto transactions, defers taxes on mining and staking until assets are sold. (BitcoinMag) (AC-Obviously too small to make much of a difference to holders.)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. US 10-Year Yield Steady as Tariff Deadline Moved: The yield on the US 10-year Treasury note held near 4.33% on Monday, as markets digested President Donald Trump’s confirmation that sweeping reciprocal tariffs will take effect on August 1. (TradingEconomics)
2. US Nonfarm Payrolls Beat Forecasts: US nonfarm payrolls rose by 147K in June 2025, following an upwardly revised 144K in May and well above forecasts of 110K. The reading was also in line with the average monthly gain of 146K over the prior 12 months. (TradingEconomics)
-Security Concerns-
1. Canadian Woman Sues After $1.3M in Bitcoin Vanishes in SIM-Swap Scam: Canadian woman Raelene Vandenbosch is embroiled in a multi-million dollar legal battle, alleging she lost 12.57969337 bitcoins, now valued at approximately $1,359,246, to a sophisticated SIM-swapping scam. Her lawsuit, filed against telecom company Rogers Communications and Match Transact Inc., attributes the devastating loss to a security lapse by a cellphone store employee. The hacker, now in control of her digital identity, swiftly gained access to her cryptocurrency wallets on Ledger and Shakepay, ultimately pilfering all the bitcoins. (BitcoinCom)
-Technology and Science-
1.Twitter Co-founder Jack Dorsey Enters the Decentralized Chat Race With BitChat Bluetooth Mesh App: BitChat enables encrypted chats over Bluetooth with no SIM, servers, or internet. Messages are relayed through up to 7 nearby devices using a decentralized mesh network and the app supports iOS/macOS with AES-256 encryption and anonymous session keys. BitChat offers offline group chats, dummy messages, and emergency data wipes.(Blockonomi)
-Bitcoin Community-
1. Bitcoin Core Developer Arrested in El Salvador For Allegedly Calling Neighbor ‘Stupid’: The developer Jon Atack says he has now been released but was allegedly detained and faced up to eight years in prison after his Salvadoran neighbor accused him of calling her “stupid” during a dispute over a piece of land. (BitcoinCom)
2. Bitcoin Whale Moves 80,000 BTC in Address Upgrade, Not Sell-Off, Analysts Say: Bitcoin markets briefly reacted after a massive 80,000 BTC transfer sparked speculation across the crypto community. However, blockchain analysts say the move likely reflects a wallet upgrade, not a sell-off. The transactions, worth over $8 billion, originated from legacy addresses and now sit in modern formats. (Blockonomi) (AC-Not a small stack)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 73/100 (Even)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 903,824
DTG/ICOD: 1200Z 03JUl2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US Agreement Sources Rare Minerals / Columbia's New Narco Sub Was Unmanned, Used Starlink / House To Vote On Spending Bill / Judge Blocks Trump Order Blocking Asylum Claims / July 4th Celebrations Canceled in LA / Stablecoins Vs. Bitcoin / IMF Says No to Pakistan Bitcoin Plan / $14B Gain For MSTR Last Quarter / Genius Group Teaches AI, HODLs BTC / US M2 Supply Up, USD Index Down / Wrench Attacker Had Finger Bit Off / 40 Firefox Add-Ons Steal Your Crypto / New AI Model Mimics Human Mind / Hal Finney Foretold Bitcoin Banks
Market Data: Price: 1 BTC= $109,577, 32.74 oz Gold, .25 Median US House
24hr Hi: $110,293 / Lo: $107,225
Volume: 56B (Up 18%)
Mkt Cap: $2.18T (Up 2%)
HashRate: 866 EH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. ‘Quad’ nations announce critical minerals initiative amid China concerns: Top diplomats from “the Quad” nations of Australia, India, Japan and the United States have agreed to work more closely to secure supply chains for critical minerals, including rare earths — a sector dominated by China — in a bid to cut back their reliance on Beijing. (JapanTimes)
2. Colombia seizes first unmanned narco-submarine with Starlink antenna: The Colombian navy on Wednesday seized its first unmanned narco-submarine, equipped with a Starlink antenna, off the Caribbean coast. No drugs were found, but officials and regional security sources suspect it was a trial run for automated cocaine trafficking, navy and Western sources told AFP. (France24)
-US Events-
1. House nearing final vote on Trump's "big, beautiful bill": The House voted 219-213 overnight Wednesday, after hours of delay, to advance President Trump's "big, beautiful bill" for debate before a final vote. GOP leaders had to overcome pushback over changes the Senate made to the legislation.(CBS)
2. Judge Blocks Trump's Order Barring Illegal Border Crossers From Claiming Asylum: A federal judge on July 2 ruled against a Trump administration directive that blocked foreign nationals who cross the U.S.–Mexico border illegally from seeking asylum. The president cannot “adopt an alternative immigration system, which supplants the statutes that Congress has enacted,” Judge Moss wrote in the order. (EpochTimes)
3. Some 4th of July Celebrations Canceled in L.A. Area; Anti-ICE Protests Continue: Celebrating the Fourth of July is proving too dangerous for municipalities in the Los Angeles area, prompting them to cancel planned celebrations due to concerns about enforcement actions by U.S. Customs and Immigration Enforcement (ICE) agents. (Breitbart)
-Regulatory and Legal-
1. Bitcoin vs stablecoins showdown looms as GENIUS Act nears: There’s been an unprecedented tailwind in Washington DC this year for stablecoins. From the embrace of the assets by politicians and the industry to the GENIUS stablecoin legislation passing the Senate, 2025 marks an important turning point. Stablecoins and Bitcoin would seem to have two irreconcilable aims — the former supports the existing fiat based financial system and the latter wants to overthrow it. “Stablecoins also play a key role in expanding Bitcoin adoption,” said Lawant. “For many users, stablecoins’ lack of fiat price volatility makes them a more familiar on-ramp to digital wallet infrastructure and maybe even to blockchain-based finance. This can eventually lead them to explore Bitcoin.” (CoinTelegraph) (AC-There are several scenarios when looking at stablecoins and Bitcoin, yet the most likely one is a transitionary period where stablecoins become used more often and Bitcoin is seen as the best store of value. This might continue until deterministic fiat crisis' result in loss of trust and Bitcoin, coupled with better P2P technologies, becomes the dominant world currency.)
2. IMF Rejects Pakistan’s Bid to Subsidise Power for Crypto Mining: The International Monetary Fund has said no to Pakistan's proposal to offer subsidised electricity tariffs to crypto mining operations, dealing a blow to the country's ambitious plans to become a regional crypto hub just two months after it announced a strategic Bitcoin reserve. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Strategy Set to Book $14B Gain as Saylor’s Bet Shakes Wall Street: Michael Saylor’s Strategy is set to deliver a staggering $14 billion | 127,606 BTC unrealized profit in Q2, propelled by bitcoin’s surge and a pivotal accounting change that could cement his company’s place alongside Wall Street powerhouses like JPMorgan and Amazon. (BitcoinCom)
2. AI Education Firm Genius Group Boosts Bitcoin Treasury Stash: Genius Group Limited, a Singapore-based AI-powered education firm, has doubled its bitcoin reserves since a US court lifted an injunction on Bitcoin acquisitions. The company aims to acquire 1,000 BTC within six months to further its mission of educating learners on AI, digital finance, and community values. (Decrypt) (AC-Interesting mix of business)
-Economic Indicators-
1. Weakening dollar and M2 influx set stage for possible Bitcoin surge in H2: M2, a key measure that includes cash, checking accounts, savings, and money market deposits, hit $21.94 trillion by the end of May. Year over year, M2 has grown by 4.5%. Meanwhile, the sharp rise in liquidity comes at a time of historic weakness for the US dollar. The Kobeissi Letter notes that the Dollar Index dropped by 10.8% during the first half of 2025. (CryptoSlate) (AC-'Nothing stops this train.'
-Security Concerns-
1. Crypto Billionaire Bit Off Attacker’s Finger in Attempted Kidnapping: In court last week, billionaire crypto investor and entrepreneur Tim Heath shared his experience of being attacked in a failed kidnapping attempt last year. Ambushed outside his apartment last year by individuals posing as painters, Heath bit off part of his assailant's finger in the attempted kidnapping.
Attackers tracked his movements using GPS, fake passports, and burner phones. Heath has invested €2.7 million in personal security following the violent incident. (Decrypt)
2. Over 40 fake Firefox add-ons impersonating major crypto wallets linked to active credential theft campaign: The fake extensions impersonated legitimate tools from major crypto services such as Coinbase and MetaMask. After users install these counterfeit extensions, they would secretly collect sensitive wallet information, potentially exposing victims' crypto assets to theft. (TheBlock) (AC-Never input your keys into anything other than your cold wallet.)
-Technology and Science-
1. Scientists Use A.I. to Mimic the Mind, Warts and All: To better understand human cognition, scientists trained a large language model on 10 million psychology experiment questions. It now answers questions much like we do. All told, 160 experiments were chosen for LLaMA to train on, including over 10 million responses from more than 60,000 volunteers. We essentially taught it to mimic the choices that were made by the human participants,” Dr. Binz said. (NYTimes)
-Bitcoin Community-
1. Hal Finney’s 2010 “Bitcoin Backed Banks” Prediction Is Coming True Now: Hal Finney, the famous cryptographer and the first ever recipient of a Bitcoin transaction, foresaw a prominent future for BTC. In 2010, he envisioned the development of Bitcoin-backed banks and the status of BTC beyond a mere asset. Now, after fifteen years, that prediction is taking shape in 2025. Erebor, a proposed US-backed Bitcoin bank, and many other BTC reserve-driven fintech platforms are in formation. (CoinGape)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 73/100 (Up 10 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 903.656
DTG/ICOD: 1200Z 02JUl2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Iran Quits UN's IAEA / Possible Ceasefire in Gaza / US Munitions Headed to Ukraine Held Up / Big Beautiful Bill Passes Senate, No Bitcoin Amendments In It / Musk and Trump At It Again / AZ Gov. Hobbs Vetoes Another Crypto Bill / Gold, Silver Now Legal Tender in Texas / Lots of Businesses Now Have Bitcoin Treasuries / How Does Bitcoin OTC Purchases Affect Price? / Don't Click on Those PDFs in Your Email / Amazon's Robots Now Outnumber Humans / Wallet of Satoshi Back in the US / $500 Investment in 2012 Results in $10M (100BTC=100BTC)
Market Data: Price: 1 BTC= $107,381, 32.15 oz Gold, .25 Median US House
24hr Hi: $107,877 / Lo: $105,157
Volume: $48B (Up 10%)
Mkt Cap: $2.13T (Up 1%)
HashRate: 871 EH/s
Avg Fee Rate: 1 sats/vBtye (Down 50%)
---Reports---
-International Events-
1. Iran Suspends Cooperation With UN Nuclear Watchdog: Iran on Wednesday formally suspended its cooperation with the UN nuclear watchdog, a measure drawn up in the wake of unprecedented Israeli and US strikes on the Islamic republic's nuclear sites. Tehran has lambasted the UN agency for a resolution adopted on June 12 that accuses Iran of non-compliance with its nuclear obligations. Iranian officials said the resolution was among the "excuses" for the Israeli attacks. (IBTimes)
2. Trump says Israel has agreed to conditions for 60-day Gaza ceasefire: In a post on Truth Social, Trump said that during the proposed ceasefire the US would "work with all parties to end the War". He did not provide details on what the ceasefire would entail. "The Qataris and Egyptians, who have worked very hard to help bring Peace, will deliver this final proposal. I hope... that Hamas takes this Deal, because it will not get better — IT WILL ONLY GET WORSE," Trump wrote. (BBC)
3. US pauses some munitions shipments to Ukraine: The Trump administration is pausing some weapons shipments to Ukraine, including air defense missiles, following a review of military spending and American support to foreign countries. (CNN)
-US Events-
1. Vance casts tiebreaking vote after Republicans betray Trump's 'big, beautiful bill': After a record-breaking 27-hour voting marathon, the Senate narrowly passed Trump's "big, beautiful bill" in a 51-50 vote. Vice President JD Vance cast the tiebreaking vote after three Senate Republicans — Susan Collins of Maine, Thom Tillis of North Carolina, and Rand Paul of Kentucky — voted against the legislation. (TheBlaze)
2. Tesla stock price sinks as Musk and Trump feud over spending bill: he Tesla founder and CEO wrote on X that the bill would "destroy millions of jobs in America." He also suggested on Monday that, should the bill pass, he would form a new political party and support primary challenges against any Republicans who voted in favor of the legislation. President Trump clapped back early Tuesday, noting the enormous federal subsidies Musk's various companies receive from the government and suggesting that DOGE — which Musk led before stepping down late May — look into any spending flowing into Musk's empire. (CBS) (AC-Still feels manufactured.)
-Regulatory and Legal-
1. Arizona Governor Hobbs Vetoes Digital Asset Reserve Bill, Stalling State Crypto Agenda: HB 2324 sought to fund a state crypto reserve using assets seized in criminal cases. Gov. Katie Hobbs warned removing seized coins from local agencies could hinder joint investigations. (Blockonomi) (AC- Her 3rd veto against crypto and bitcoin. Obviously not a fan of it.)
2. Texas makes gold, silver legal tender following governor’s approval: Governor Greg Abbott signed a bill into law allowing Texas residents to use precious metals for “day-to-day financial transactions” starting in May 2027. (CoinTelegraph)
3. Bitcoin Tax Exemptions Don't Make It Into Trump's 'Big Beautiful Bill': The U.S. Senate narrowly passed President Donald Trump’s reconciliation bill without key tax amendments benefiting crypto users. Despite efforts by pro-crypto senators and industry leaders, the amendments were not included due to time constraints. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. 250 businesses are holding BTC on their balance sheets: Some 26 companies added the asset to their balance sheet, bringing the total number of companies with Bitcoin in their treasuries up to 250. (CoinTelegraph) (AC-No other grounding facts are in the article's assertions, but cursory news searches confirm increased BTC treasuries over the last 6 months.)
2. Why On-Chain Metrics Miss the Full Picture of Institutional Bitcoin Buying: U.S. spot Bitcoin ETFs saw nearly $4 billion | 37,111 BTC in inflows during the month, despite muted on-chain activity. Such transactions are structured to avoid public visibility, either taking place off-chain or ending up in wallets that don't move much. (Decrypt) (AC-The OTC market, mostly via Coinbase, is where all this action takes place, creating a type of bifurcated market for BTC. Unlike the silver market, this dual market will still be closely price correlated due to BTC's finite supply, but may diverge in the short term. The threat to true price discovery would come if Coinbase didn't maintain 1:1 custodies (rehypothecation).
-Economic Indicators-
1. US Mortgage Rates Lowest in Nearly 3 Months: The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances in the US fell by 9bps to 6.79% in the week ended June 27th. (TradingEconomics)
-Security Concerns-
1. Hackers Using PDFs to Impersonate Microsoft, DocuSign, and More in Callback Phishing Campaigns: "A significant portion of email threats with PDF payloads persuade victims to call adversary-controlled phone numbers, displaying another popular social engineering technique known as Telephone-Oriented Attack Delivery (TOAD), also known as callback phishing," n analysis of phishing emails with PDF attachments between May 5 and June 5, 2025, has revealed Microsoft and Docusign to be the most impersonated brands. NortonLifeLock, PayPal, and Geek Squad are among the most impersonated brands in TOAD emails with PDF attachments. (TechTimes) (AC-A simple look through your junk email filters will reveal a number of these phishing attempts. Don't fall for it.)
-Technology and Science-
1. Amazon's Robots Are About to Outnumber Its 1.1 Million Warehouse Workers: The Seattle giant recently said that more than one million robots now operate in its worldwide fulfillment center network, moving ever closer to eclipsing its 1.1 million human warehousing workers. Amazon's robots perform backbreaking work like lifting, sorting, and stowing—tasks that are physically demanding and can be repetitive or risky for human labor. The machines, in Amazon's view, are meant to augment the workforce and not displace it. (TechTimes)
-Bitcoin Community-
1. Wallet of Satoshi Launches Self-Custodial Lightning Wallet on Spark, Returns to the US Market: After leaving the U.S. market in 2023, Wallet of Satoshi aims to re-enter the market with this new self-custodial feature, which seeks to overcome previous limitations related to liquidity and channel management, providing a seamless experience for users. The private beta version is now available, inviting interested users to participate in the testing phase. (BitcoinCom)
2. Bitcoin holder unlocks $10 million | 93.07 BTC from rare Casascius bar bought for $500 | 465,367 sats: A long-time Bitcoin holder has finally cracked open one of the rarest physical Bitcoin collectibles in existence—a Casascius bar loaded with 100 BTC. The collector, who goes by the name John Galt on the Bitcoin Talk forum, originally bought the bar in 2012 for just $500. 13 years later, he redeemed it when the top crypto crossed the $100,000 mark, unlocking a fortune now worth over $10 million. In effect, he saw a return of nearly 2,000,000% on his modest 2012 investment. (CryptoSlate)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 63/100 (Down 1 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 903.523
DTG/ICOD: 1200Z 01JUl2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Russia Launches Biggest Attack Yet / Hong Kong Crackdown Continues / Idaho University Killer Pleads Guilty / US DOJ Sues LA / Senate to Vote on BBB Today / SCOTUS Rules IRS Can Scoop Crypto Exchange Data / Kazakhstan May Start Crypto Reserve / Trump's Stablecoin Takes 2nd Place / Hut8 Goes to Dubai / BTC ETFs Continue 15-day Streak / DOJ Hits N. Korean Hackers / ICC Targeted in Cyber Attack / Apple May Outsource AI / Fold Card Hits Snags
Market Data: Price: 1 BTC= $106,689, 31.85 oz Gold, .25 Median US House
24hr Hi: $107,870 / Lo: $106,346
Volume: $43B (Up 14%)
Mkt Cap: $2.12T (Down 1%)
HashRate: 877 EH/s
Avg Fee Rate: 2 sats/vBtye (Even)
---Reports---
-International Events-
1. Russia launches the biggest aerial attack since the start of the war, Ukraine says: Russia fired a total of 537 aerial weapons at Ukraine, including 477 drones and decoys and 60 missiles, Ukraine’s air force said. Of these, 249 were shot down and 226 were lost, likely having been electronically jammed. Russia has recently been improving its drone technology as well as its tactics, striking Ukraine with increasing success. (AP)
2. Hong Kong’s security net extends beyond arrests as small businesses pressured: It’s been years since mass arrests all but silenced pro-democracy activism in Hong Kong. But a crackdown on dissent in the semiautonomous Chinese city is still expanding, hitting restaurants, bookstores and other small businesses. Those critical of the city’s political changes say it’s a less visible side of a push to silence dissent that began five years ago, (AP) (AC-Tyranny is alive and well.)
-US Events-
1. Bryan Kohberger to plead guilty to killing 4 University of Idaho students: Bryan Kohberger has agreed to plead guilty to murdering four University of Idaho students as part of a deal with prosecutors to avoid the death penalty. Kohberger, 30, is accused in the stabbing deaths of Ethan Chapin, Xana Kernodle, Madison Mogen and Kaylee Goncalves at a rental home near campus in Moscow, Idaho, in November 2022. Autopsies showed the four were all likely asleep when they were attacked, some had defensive wounds and each was stabbed multiple times. (ChicagoTribune)
2. Trump administration sues Mayor Karen Bass, L.A. City Council over sanctuary policy: The lawsuit, filed by the Trump administration in California’s Central District federal court, said the country is “facing a crisis of illegal immigration” and that its efforts to address it “are hindered by Sanctuary Cities such as the City of Los Angeles, which refuse to cooperate or share information, even when requested, with federal immigration authorities.” (LATimes)
3. Senate Set To Begin 'Vote-a-Rama' On $3.3 Trillion Megabill Monday Morning: The vote-a-rama will allow senators to introduce an unlimited number of amendments to the bill, a procedure typically used during budget reconciliation debates. Each amendment will be considered and voted on in rapid succession before the chamber proceeds to a final up-or-down vote. Only a simple majority of 51 votes is needed for passage. The final vote on the so-called "megabill" could come as early as Monday evening, provided Senate rules and timelines are met. (IBTimes)
-Regulatory and Legal-
1. Supreme Court confirms IRS right to access customer data from crypto exchanges without warrant: The United States Supreme Court has allowed a lower court ruling to stand, granting the Internal Revenue Service broad authority to access customer data from cryptocurrency exchanges. The outcome solidifies the government’s authority to compel crypto exchanges to turn over vast amounts of customer transaction data. (CryptoSlate) (AC- This ruling does not affect P2P transactions.)
-CBDCs/World Currencies/Strategic Reserves-
1. National Bank of Kazakhstan to Establish Cryptocurrency Reserve: The Kazinform International News Agency reported that the National Bank of the country had openly acknowledged the consideration of such a reserve, revealing that its “formation and management, including the development of the crypto-reserve at the grounds of the National Bank affiliate” was being studied in depth. (BitcoinCom) (AC-Note that the country is 'considering' a reserve, not committed.)
2. USD1 Surpasses USDC as Second Most-Traded Stablecoin: World Liberty Financial’s stablecoin, USD1, has overtaken USDC in daily trading volume for the first time ever. Today, USD1 hit $3.37 billion in 24-hour volume, making it the second most-traded stablecoin of the day, behind the industry’s leader, USDT. (BitcoinSensus)
-Institutional Concerns-
1. Trump-linked Hut 8 Expands to Dubai, Raises $220 Million for Bitcoin and Mining Infrastructure: The company owns American Bitcoin, co-founded by Eric Trump, with plans to go public via a merger with Gryphon Digital Mining. (Decrypt)
2. Bitcoin ETFs’ inflow streak hits 15 days, pulling in nearly $5 billion | 46,909 BTC as BTC hovers below all-time highs. (TheBlock)
-Economic Indicators-
1. US 10-Year Yield Hits 2-Month Low: The yield on the US 10-year Treasury note dropped to around 4.22% on Tuesday, its lowest level in two months, as mounting concerns over the US fiscal outlook and trade-related uncertainties pressured sentiment. (TradingEconomics)
2. S&P 500, Nasdaq Climb to New Highs: US stocks rose on Monday as investors aimed to close out a volatile first half of 2025 with fresh record highs. The S&P 500 and Nasdaq 100 both gained 0.5%, extending their all-time highs, while the Dow added 207 points, supported by strong performances from Big Tech giants like Microsoft and Meta, which also reached new peaks. (TradingEconomics)
-Security Concerns-
1. North Korean Nationals Charged by DOJ for Posing as Remote Devs to Steal $1M: Federal prosecutors revealed that four North Korean nationals posed as remote developers to steal nearly $1 million | 9.3 BTC in crypto from an Atlanta-based blockchain startup. The defendants operated in the UAE before infiltrating U.S. and Serbian crypto firms, using fake identification documents to launder stolen funds. (Decrypt)
2. International Criminal Court targeted by new ‘sophisticated’ attack: The ICC credited its “alert and response mechanisms” for “swiftly” discovering, confirming and containing the attack. It did not comment on the attackers’ motives, nor on whether any sensitive information from its prosecutions had been compromised. (TheRecord) (AC-Both Russian and Israeli Presidents were recently targeted by ICC warrants for arrest. Both countries have strong cyber programs.)
-Technology and Science-
1. Apple weighs using Anthropic or OpenAI to power Siri in major reversal: Apple has had discussions with both companies about using their large language models for Siri, asking them to train versions of their LLMs that could run on Apple’s cloud infrastructure for testing. (CNBC) (AC-Efforts to create their own LLM for Siri have stalled.)
-Bitcoin Community-
1. Fold Stock Falls as Bitcoin Rewards Credit Card Is Postponed: Fold Holdings (FLD) announced a delay in the rollout of its Fold Bitcoin Credit Card due to a key infrastructure partner exiting the credit card business. This news caused shares to drop over 7%, impacting the company's stock performance. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 64/100 (Down 2 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: