⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 937,223 DTG/ICOD: 1200Z 18Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Cuba Courts Russia / Nine Arrested in France Conservative Death / Avalanche Near Tahoe, 9 Still Missing / 1M Fentanyl Pills Seized in a Day / Mamadani Looks to Raise Property Taxes / Coinbase CEO Sees Solution to CLARITY / California Regulation to Stifle Crypto Providers, Users / Illinois Crypto PAC Gets Aggressive / US SBR Sits at $23B / Executive Shakeup at Gemini / Nakamoto Buys Bitcoin Media / Markets Wait on Fed Minutes Today / Russian Encrypted Messaging Crackdown Shows Playbook / Pentagon Reconsiders Anthropic Deal Over Ethical Debate / Bitdeer Overtakes MARA Mining Hash Rate Market Data: Price: 1 BTC= $67,516, 13.69 oz Gold, 4.162 BTC/Median US House 24hr Hi: $68,434/ Lo: $66,615 Volume: 34B (Up 5%) Mkt Cap: $1.34T (Down 1%) HashRate: 1.0 ZH/s Avg Fee Rate: 1.0 sats/vBtye (Even) ---Reports--- -International Events- 1. Russia hosts Cuban foreign minister and urges US not to blockade Cuba: Cuban Foreign Minister Bruno Rodriguez held talks with his Russian counterpart Sergey Lavrov and was set to meet later in the day with President Vladimir Putin. Lavrov urged the U.S. to refrain from blockading Cuba, which has struggled to import oil for its power plants and refineries. (AP) 2. Nine arrested in France over death of far-right student: Nine people have been arrested in France following an investigation into the murder of a far-right nationalist student by suspected militants from the far-left. Those detained include a parliamentary assistant for a deputy from the radical left France Unbowed (LFI) party. Quentin Deranque, a 23-year-old maths student, died in hospital on Saturday - two days after being beaten and kicked about the head by a gang of masked young men in Lyon. (BBC) -US Events- 1. 9 backcountry skiers missing after California avalanche; 6 survivors have been rescued: A group of skiers on the final stretch of a three‑day backcountry trip in northern California, in the Castle Peak area of Truckee, a town nestled in the rugged Sierra Nevada mountains near Lake Tahoe, were returning to the trailhead Tuesday morning when the snow above them suddenly broke loose, sending a wave of ice, rocks and debris crashing into them. Crews “have to be very careful accessing the area due to the fact that the avalanche danger is still very high.” (KRDO) 2. Over a Million Pills Of Fentanyl Seized In a Single Day In Arizona: Border Report cited information from CBP showing that the seizures took place on January 17, when three different vehicles were stopped when attempting to smuggle the substance into the U.S. The first vehicle also had 29 pounds of heroin, 29 of cocaine and 5 of meth. (IBTimes) 3. Mamdani Plans First NYC Property Tax Hike In Decades To Plug $5 Billion | 73,948 BTC Hole: Mamdani has laid out two paths; raise taxes on the ultra-wealthy and most profitable corporations, or 'balance the budget on the backs of working people using only the tools at the City's disposal.' (ZeroHedge) -Regulatory and Legal- 1. Coinbase CEO Confident of 'Win-Win-Win' Deal Between White House, Banks, Crypto: Coinbase's CEO expressed optimism regarding a collaborative agreement involving the White House, traditional banks, and the crypto industry. The proposed deal aims to integrate regulatory frameworks with financial innovation. (BitcoinCom) 2. California Begins Enforcing State-Level Crypto Licensing With DFAL: The California Department of Financial Protection and Innovation issued a formal implementation update for the Digital Financial Assets Law, confirming that any individual or company conducting covered crypto activity for or on behalf of California residents must, by July 1, 2026, hold a DFAL license, have submitted a license application, or qualify for an exemption. California is home to roughly a quarter of the country's blockchain firms, raising familiar fears of another regulatory-driven exodus. (Decrypt) 3. Crypto super PAC Fairshake moves to unseat Democrats over state crypto votes: A crypto-funded super PAC has begun intervening in Democratic House primaries in Illinois, targeting candidates who previously supported state-level digital asset regulations. Fairshake has booked ads tied to Illinois’ 7th Congressional District, naming state Rep. La Shawn Ford, who is running in a crowded Democratic primary. The Illinois ad buys form part of a wider effort by Fairshake to shape the 2026 congressional map. (Ambcrypto) -CBDCs/World Currencies/Strategic Reserves- 1. US Government Holds 328,372 BTC as Onchain Data Confirms $23B Federal Digital Stockpile: Onchain data verifies that the US government possesses 328,372 BTC, valued at approximately $23 billion. This holding stems from seizures related to criminal activities and regulatory enforcement actions. The stockpile remains untouched, contributing to the government's position as one of the largest Bitcoin holders globally. (BitcoinCom) -Institutional Concerns- 1. Gemini Loses Three Senior Leaders In Sudden Executive Departures: The firm — founded and led by billionaire twins Tyler and Cameron Winklevoss — disclosed in a regulatory filing that Chief Operating Officer Marshall Beard, Chief Financial Officer Dan Chen, and Chief Legal Officer Tyler Meade are departing effective immediately. (Bitcoinist) 2. David Bailey’s Nakamoto strikes $107M deal to buy BTC Inc and UTXO: Bitcoin-focused public company Nakamoto Inc., led by chairman and CEO David Bailey, has signed definitive agreements to acquire BTC Inc. and UTXO Management GP, LLC in an all-stock transaction valued at approximately $107.3 million. The transaction consolidates Bitcoin media, events, and asset management businesses under one publicly listed entity. (CryptoNews) -Economic Indicators- 1. US Stocks Little Changed Ahead of Fed Minutes: US stocks ended little changed as early pressure in high-multiple tech was offset by strength in financials, leaving the S&P 500 up 0.2%, the Dow modestly higher, and the Nasdaq 100 marginally lower. (TradingEconomics) 2. US 10-Year Yield Steady Ahead of Fed Minutes: The 10-year US Treasury yield steadied around 4.06% on Wednesday after touching a more than two-month low earlier in the week, as investors awaited the minutes from the Federal Reserve’s latest policy meeting for clearer guidance on the path of interest rates. (TradingEconomics) -Security Concerns- 1. This censorship crackdown and WhatsApp ban exposed the decentralization gap the crypto industry keeps missing: Russia’s recent messaging crackdown is the cleanest real-world stress test of decentralization in years, and it produced an awkward result. Roskomnadzor began throttling Telegram on Feb. 10, citing “non-compliance.” Two days later, authorities fully blocked WhatsApp, removing its domains from Russia's national registry and forcing users toward VPNs or MAX, a state-backed messenger that critics describe as surveillance infrastructure disguised as a chat app. The Kremlin had already mandated the preinstallation of MAX on all devices sold in Russia.. Freedom House documented the 15th consecutive year of declining global internet freedom in 2025. (CryptoSlate) (AC-Good article that highlights the trilemma of privacy messaging choices, listing various options globally. NOSTR is NOT accounted for here, but still a good read:

CryptoSlate

This censorship crackdown and WhatsApp ban exposed the decentralization gap the crypto industry keeps missing

Privacy, usability, and decentralization keep colliding, and spam plus key management turns switching into a losing bet.

) -Technology and Science- 1. Pentagon Considers Dropping Anthropic AI Over Ethical Limits on Military Use: Anthropic has imposed limits on autonomous weapons development and mass domestic surveillance, placing it at odds with some defense priorities. A Pentagon insider described Anthropic as the most "ideological" among AI vendors. While the company welcomed its $200 million Pentagon contract as a contribution to national security, its leadership remains cautious about deploying AI in high-stakes operations. (TechTimes) -Bitcoin Community- 1. Bitcoin Miner Bitdeer Overtakes MARA, Establishing Hash Rate Lead: At 63.2 exahashes per second (EH/s), Bitdeer is now allocating more computational resources to Bitcoin’s network for itself than MARA, analysts led by Reginald Smith wrote. MARA last reported a self-mining hash rate of 60.4 EH/s. (Decrypt) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 8/100 (Down 2 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 937,084 DTG/ICOD: 1200Z 17Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: US-Iran Continue Negotiation While Positioning Forces / Chinese Year of the Horse Begins / DHS Shutdown Continues / Highest Retirement Seen in Congress This Year / Rhode Island Shooter Was Transitioner and Shot Ex-Wife / EU To Ban Russian Crypto Transactions / Bitcoin Mining Uses Only .23% of Global Power / Metaplanet Takes Bitcoin Hit to Earnings / Major Lowery Voices Bitcoin POW as Key Defense / Russian Starlink Shut Down in Ukraine / Ireland Targets X Too Market Data: Price: 1 BTC= $68,898, 13.81 oz Gold, 4.162 BTC/Median US House 24hr Hi: $70,067/ Lo: $67,301 Volume: 33B (Down 8%) Mkt Cap: $1.36T (Down 2%) HashRate: 1.1 ZH/s Avg Fee Rate: 1.0 sats/vBtye (Down 2 sats) ---Reports--- -International Events- 1. US and Iran Begin Second Round of Nuclear Talks in Geneva Amid Heightened Tensions: US envoys Jared Kushner and Steve Witkoff met with Iranian officials in Geneva for the second round of nuclear negotiations, focusing on potential compromises including energy and mining deals. President Trump stated he would be indirectly involved and warned of severe consequences if no agreement is reached, while Iranian Supreme Leader Khamenei remained defiant. Iranian forces conducted live-fire military drills in the Strait of Hormuz just ahead of the talks, escalating regional concerns. (CNN) 2. Global Celebrations Mark Lunar New Year, Year of the Horse: Billions worldwide celebrated Lunar New Year with temple visits, dragon dances, and family gatherings, ushering in the Year of the Horse. (CNN) -US Events- 1. Partial DHS Shutdown Enters Third Day Over Immigration Disputes: The Department of Homeland Security entered a partial shutdown after Congress failed to reach a funding agreement, impacting non-essential operations amid debates over face mask bans and immigration tactics. (WaPo) 2. Congress Sees Highest Retirement Rate in Modern Era Ahead of Midterms: A record number of members of Congress are choosing not to run for re-election ahead of the 2026 midterm elections, with departures reaching the highest combined total this century. 30 House Republicans and 21 House Democrats are not seeking re-election. In the Senate, the split is closer, with five Republicans and four Democrats retiring. (IBTimes) (AC-Change is in the air.) 3. Rhode Island Police: Man Who Shot His Family at Ice Rink Went by ‘Roberta’: The shooting “stemmed from a domestic violence incident and turned into a murder-suicide.” It occurred during a high school hockey game. WPRI identified the alleged gunman as 56-year-old Robert Dorgan, noting that he changed his gender identification years ago. (Breitbart) (AC-Again, other media outlets focus on gun control to distract from the real issue.) -Regulatory and Legal- 1. EU Moves to Ban All Crypto Transactions with Russian Entities: The proposed ban would prohibit any EU-based individual or entity from transferring cryptocurrencies to and from a Russia-based counterparty. (Decrypt) 2. Paradigm: ‘Bitcoin mining should be seen as a tool, not a threat’: While public anger targets Bitcoin [BTC], most grid pressure now comes from fast-growing AI data centers. Bitcoin uses only about 0.23% of global electricity and produces around 0.08% of global emissions, far less than many industries. AI centers need constant power and cannot afford outages. Bitcoin miners, however, use cheap electricity and shut down when prices rise. (ambcrypto) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Metaplanet Reports $619 Million Loss as Bitcoin Holdings Take Hit: Tokyo-based bitcoin treasury firm Metaplanet reported a fiscal 2025 net loss of 95 billion yen ($619 million), largely due to a 102.2 billion yen ($666 million) drop in the value of its bitcoin holdings. (BitcoinMag) -Economic Indicators- 1. US 10-Year Yield Hits 2-½-Month Low: The yield on the US 10-year Treasury note fell toward 4% on Tuesday, reaching its lowest level since early December as soft inflation data from last week reinforced expectations for Federal Reserve interest rate cuts. (TradingEconomics) -Security Concerns- 1. Space Force Major Proposes Bitcoin Proof-of-Work as AI Defense for Internet: In a widely shared post, U.S. Space Force engineer and 'Softwar' author Jason P. Lowery argues that Bitcoin's Proof-of-Work system can act as 'digital castle walls' by requiring energy proof for every online action, from logins to API calls. He warns that without such physical barriers, autonomous AI will dominate cyberspace, drawing on his MIT thesis that frames Bitcoin as a national security tool against cyber threats. Supporters praise it as a path to cyber sovereignty, while critics like Bitcoin developer Jameson Lopp call the ideas flawed and question scalability, noting Bitcoin handles just 7 transactions per second. (Various, X) 2. Starlink restrictions hit Russian forces as Moscow seeks workarounds: Under the new rules, only registered and verified devices can operate in Ukrainian-controlled territory, with all others automatically disconnected. Kyiv says the move was necessary after confirming that Russian forces had begun installing Starlink technology on attack drones, allowing them to operate in real time via satellite connections — making the unmanned aerial vehicles harder to jam, track or shoot down. (RecordedFuture) -Technology and Science- 1. Ireland's Data Watchdog Joins Global Regulators Probing X Over AI Image Risks: Ireland’s privacy regulator has opened a formal investigation into X over whether Elon Musk’s Grok chatbot helped generate and spread non-consensual sexualized images. The investigation comes as Ireland, which serves as the EU's lead supervisory authority for most major American tech platforms, giving its rulings binding weight across the bloc, joins a widening international response to Grok's role in generating non-consensual deepfakes at scale. (Decrypt) (AC-The knives are out. EU, UN, UK, California, and now Ireland mount attacks against Musk and X.) -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 10/100 (Down 2 pts) Analyst Comments (AC): The battle for control over distributed sovereign power continues, but it seems today's reports highlight the fight. World powers attack free speech from X, Ukraine shuts down Starlink, AI agents are digitally coming for you, and EU Bans (Russian) crypto transactions; and this is just one day's reporting. Tyranny verus liberty is indeed one of the oldest wars still being fought and some days it seems tyranny has the upper hand. 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: 936,903 DTG/ICOD: 1200Z 16Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Rubio Give Historic Speech to Europe / Worldwide Iran Protests Support Change / Iran Meets With IAEA / DHS Funding Still Shutdown / HHS To Review Processed Foods / CLARITY Act Battle is Poignant / X To Launch Crypto Payments / BTC ETF Outflows Continue / Strategy Says They Can Weather Any Storm / Markets Closed Today / Binance France CEO Targeted / OpenAI Coopts OpenClaw / Silent Link Gives Phone Privacies / BIP 360 Addresses Quantum Market Data: Price: 1 BTC= $69,431, 13.94 oz Gold, 4.162 BTC/Median US House 24hr Hi: $70,067/ Lo: $68,052 Volume: 35B (Down 8%) Mkt Cap: $1.38T (Even) HashRate: 1 ZH/s Avg Fee Rate: 3.0 sats/vBtye (Even) ---Reports--- -International Events- 1. Marco Rubio Reassures European Allies While Advancing Trump's NATO Vision: In a Munich Security Conference speech, US Secretary of State Marco Rubio affirmed US-Europe ties but echoed Trump's call for a reshaped alliance with increased defense spending. European leaders pushed back against claims of "civilizational erasure," emphasizing shared values. Rubio's address aimed to ease tensions amid shifting global dynamics. (AP) (AC-This speech has historical implications, worth listening to: https://tinyurl.com/y6uh6768) 2. Hundreds of thousands join Iran protests around the world: Hundreds of thousands of people took part in demonstrations around the world against the Iranian government on Saturday, following calls from the exiled son of the late shah for a "global day of action". Munich, Los Angeles and Toronto saw the largest crowds, with smaller protests in cities including Tel Aviv, Lisbon, Sydney and London. (BBC) 3. Iran's Foreign Minister Meets IAEA Chief Ahead of Second Round of Nuclear Talks with US: Iranian Foreign Minister Abbas Araghchi arrived in Geneva for discussions with the IAEA director, emphasizing Iran's willingness to dilute enriched uranium if US sanctions are lifted. (Reuters) (AC-Delay tactics. Iran has a skill of delaying hawks until doves come into office in the US.) -US Events- 1. Partial US Government Shutdown Persists Amid Immigration Disputes: The Department of Homeland Security remains shuttered due to ongoing congressional battles over immigration oversight and funding. Impacts include disrupted travel and reduced operations, with no resolution in sight as Democrats and Republicans clash on policy. (PBS) (AC-This would be considered a democrat win.) 2. RFK Jr. Announces US Review of Processed Food Ingredient Safety: US health regulators, under RFK Jr.'s influence, will reassess the safety status of processed ingredients amid public health concerns. The initiative targets additives in ultra-processed foods, potentially leading to new guidelines. (Reuters) -Regulatory and Legal- 1. CLARITY Act is turning into a proxy war over who pays Americans for holding “digital dollars”: Post-meeting, banks are reluctant to engage in dealmaking, with the conversation still centered on stablecoin rewards and yield. The mood reads like two groups speaking past each other. One side treats rewards as innovation; the other treats them as a threat to deposits. (CryptoSlate) (AC-This is the fiat system making it's front guard defense against creative destruction. More of these fights to come.) -CBDCs/World Currencies/Strategic Reserves- 1. X to launch 'Smart Cashtags' for in-timeline crypto and stock data within 'a couple weeks': "We are launching a number of features in a couple weeks, including Smart Cashtags that will enable you to trade stocks and crypto directly from timeline," X head of product Nikita Bier confirmed. (TheBlock) -Institutional Concerns- 1. Bitcoin ETF outflows and crowded shorts leave market primed for volatility: Bitcoin is struggling to reclaim $70,000 | 1.01 BTC even as inflation data cools and onchain metrics hint at quiet accumulation in a market caught between macro relief and structural fragility. (THeBlock) 2. MicroStrategy Withstands BTC Crash to $8,000: MicroStrategy announced it can withstand an 88% Bitcoin price crash to $8,000, maintaining full debt coverage. Michael Saylor plans debt-to-equity conversion if needed. (CoinGecko) -Economic Indicators- 1. Dollar Holds Steady in Thin Holiday Trade; The dollar index held just below 97 on Monday, moving sideways in holiday-thinned trading as US markets were closed for the Presidents’ Day holiday. (TradingEconomics) 2. US Stocks Finish Mostly Flat: The S&P 500 and the Dow were little changed on Friday, while the Nasdaq Composite added 0.2%, leaving the major averages around 1.5% lower for the week, as a softer-than-expected January inflation report failed to revive risk appetite amid persistent AI-related volatility. (TradingEconomics) -Security Concerns- 1. Binance France CEO Targeted in Home Invasion Attempt: A trio of criminals attempted to rob the CEO of Binance France, but only made away with two cell phones before being arrested later that day. The executive was not home when the intruders entered his residence, and they fled shortly thereafter. (Decrypt) -Technology and Science- 1. OpenAI Taps OpenClaw Founder to Lead Push Into Personal AI Agents: OpenAI has brought on OpenClaw founder Peter Steinberger to lead its push into personal AI agents, as CEO Sam Altman positions multi-agent systems at the center of the company’s next product phase. Altman said OpenClaw would become a foundation-run open-source project supported by OpenAI, reflecting the company’s belief in an “extremely multi-agent” AI future. (Decrypt) 2. How Silent(.)Link Solves SIM-Swap Risks and Roaming Hassles for Traveling Bitcoiners: Silent Link, a Bitcoin native SMS and mobile data company, has quietly grown into an international service provider for privacy-oriented users worldwide, at competitive rates. The company offers eSIM-only services globally, with no physical sim card support, making it an entirely digital business. (BitcoinMag) (AC-More to this story here, and worth researching.) -Bitcoin Community- 1. Bitcoin Takes Step Towards Quantum Fix as Experts Diverge on Urgency of Threat: Developers merge BIP 360 into the Bitcoin's GitHub improvement repository, advancing a post-quantum framework. Caltech President Thomas Rosenbaum said fault-tolerant quantum systems could arrive within five to seven years, while other researchers and NIST guidance suggest cryptographically relevant machines may remain years or decades away. (Decrypt) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 12/100 (Up 3 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 936,374 DTG/ICOD: 1200Z 13Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Second Carrier Sent to Mideast / North Korea Warns Over Drones / SECSTATE Engages Europeans / Epstein Files Continue Reaping / ICE Ends Surge in Minnesota / EPA Revokes Climate Regulations / Another Crypto CEO Goes to Jail / Seoul Police Lose 22 Bitcoin / CFTC Builds Crypto Advisory Committee / Bhutan Divests Some Bitcoin / Coinbase Takes Earnings Hit / Strategy Buys Almost All SBR Bitcoin Last Month / CPI Data Today / Stock Sink on AI Fears / New BIP 360 Builds Quantum Defense / Polymarket Releases Bitcoin Betting / Mining Difficulty Drops 11% Market Data: Price: 1 BTC= $67,066, 13.49 oz Gold, 4.162 BTC/Median US House 24hr Hi: $68,339/ Lo: $65,092 Volume: 43B (Down 7%) Mkt Cap: $1.33T (Down 1%) HashRate: 1 ZH/s Avg Fee Rate: 3.0 sats/vBtye (Up 2 sats) ---Reports--- -International Events- 1. Pentagon Orders Second Aircraft Carrier to the Middle East: The USS Gerald R. Ford and its accompanying escort ships are set to join the USS Abraham Lincoln strike group already stationed in the Gulf region. This strategic move comes as President Donald Trump weighs potential military action and intensifies pressure on Tehran. (EuropeanConservative) 2. North Korea warns of ‘terrible response’ over South Korean drone flights: North Korea on Friday warned of a “terrible response” if more drones cross its border from the South, escalating tensions despite Seoul’s efforts to improve ties. Pyongyang said it shot down a surveillance drone last month. Kim Yo Jong (Jong Un's sister) cautioned that further incursions would trigger severe consequences. (France24) 3. Rubio Addresses Transatlantic Tensions at Munich Security Conference: U.S. Secretary of State Marco Rubio urged European allies to adapt to a new geopolitical era amid Trump's threats regarding NATO and Greenland annexation. The conference, the first major gathering since Trump's reelection, highlighted strained U.S.-EU relations. (Reuters) -US Events- 1. Goldman Sachs General Counsel Resigns Amid Epstein Ties: Kathryn Ruemmler stepped down after emails revealed close associations with Jeffrey Epstein, prompting internal scrutiny. The resignation follows broader fallout from Epstein document releases affecting multiple high-profile figures. (CBS) 2. U.S. Ends ICE Enforcement Surge in Minnesota: Border czar Tom Homan announced the conclusion of the Metro Surge operation after protests and two fatal shootings. The initiative targeted undocumented immigrants but faced backlash over civil rights violations. Federal officials cited operational goals met despite community unrest. (NPR) 3. Trump revokes EPA finding on greenhouse gas threat in huge blow to climate change regulations: The Environmental Protection Agency’s endangerment finding, established under President Barack Obama in 2009, classified carbon dioxide, methane and four other greenhouse gases as a threat to public health and welfare. It underpins Clean Air Act emissions standards and rules for cars and light trucks, power plants, and oil and gas industry facilities. All greenhouse gas emissions standards on light, medium and heavy duty vehicles that followed the endangerment finding have been eliminated. (CNBC) -Regulatory and Legal- 1. Praetorian Group CEO Sentenced to 20 Years for $200M Bitcoin Ponzi Scheme: Ramil Ventura Palafox, CEO of Praetorian Group International, received a 20-year prison sentence for orchestrating a Bitcoin Ponzi scheme that defrauded over 90,000 investors worldwide. Palafox operated Praetorian Group International as a multi-level marketing and Bitcoin trading firm. The 61-year-old dual citizen of the United States and Philippines made false claims about the company’s trading activities. (Blockonomi) 2. 22 Bitcoin worth $1.5M vanish from Seoul police custody: The 22 Bitcoin, worth about $1.5 million at current prices, were held by the Gangnam Police Station and discovered missing during a nationwide audit of digital asset custody practices. (CoinTelegraph) 3. CFTC Brings Crypto Heavyweights Onto Advisory Panel Amid Fight Over Market Structure: The CFTC named dozens of senior crypto executives to its Innovation Advisory Committee. The committee includes executives from Coinbase, Uniswap Labs, Ripple, Kraken, Robinhood, CME Group, and Nasdaq, among others. (Decrypt) -CBDCs/World Currencies/Strategic Reserves- 1. Bhutan Government Sells $6.7M Bitcoin: The Royal Government of Bhutan sold approximately $6.7 million in Bitcoin. Identified wallets reportedly still hold about $372 million or 5,600 BTC. (CoinGape) (AC-As a nation-state Bitcoin miner, Bhutan will occasionally sell Bitcoin for expenses.) -Institutional Concerns- 1. Coinbase Reports Q4 Miss With $667 Million Loss Amid Bitcoin Retreat: The figure represented a 22% decrease compared to a year ago, while fourth-quarter revenue also fell short of analysts’ expectations of $1.84 billion. (Decrypt) 2. Strategy (MSTR) Accounted for 97.5% of Corporate Bitcoin Buying Last Month: January saw Strategy acquire 40,150 BTC, ending the month with a staggering 712,647 BTC on its balance sheet. (BitcoinMag) (AC-Conviction.) -Economic Indicators- 1. US Inflation Rate Seen Little Changed in January: The annual inflation rate in the US likely slowed to 2.5% in January 2026, marking its lowest level since May, down from 2.7% in each of the previous two months. (TradingEconomics) (AC-Forward-looking statement prior to CPI release later today.) 2. US Stocks Drop on AI Concerns: The S&P 500 fell 1.5%, the Dow lost 1.3% and the Nasdaq 100 plunged 2% on Thursday as early gains evaporated amid extended pressure from the tech sector. Volatility in AI-exposed industries reflected rising skepticism about the scale and returns of capital expenditure for compute infrastructure, while fears that automation could disrupt established business models. (TradingEconomics) -Security Concerns- NSTR -Technology and Science- 1. Bitcoin Advances Toward Quantum Resistance with BIP 360 and New P2MR Output: The proposal introduces a new Bitcoin output type called Pay-to-Merkle-Root (P2MR), designed to support quantum-resistant script tree functionality while maintaining compatibility with existing Tapscript infrastructure. Supporters of BIP 360 describe the proposal as an early move toward quantum-hardening Bitcoin at the protocol level. A merge into the BIP repository does not signal endorsement or future activation. BIPs are merged as part of the open process for documenting or discussing potential upgrades. (BitcoinMag) 2. Polymarket Launches Bitcoin Prediction Markets: Polymarket introduced 5-minute Bitcoin prediction markets with instant settlement. This development could drive higher-frequency retail activity and increase trading volume for BTC. (CoinGape) -Bitcoin Community- 1. Bitcoin difficulty just plunged 11% but a projected rebound next week may decide miners’ fate: That marks the largest negative adjustment since the 2021 China mining ban, the sixth consecutive downward retarget, and the tenth largest negative adjustment in Bitcoin's history. The most useful forward signal is the next adjustment. CoinWarz is already estimating a 12% rebound around Feb. 20, which implies that hashrate is returning fast. (CryptoSlate) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 9/100 (Up 4 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 936,050 DTG/ICOD: 1200Z 12Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: NATO Appears in Greenland / Cartel Drone Shut Down El Paso Airport / Canada Shooter ID'd / House Passes SAVE Act, Senate Eyes / MAHA Moves Forward Quickly / Paxful BTC DEX Fined Over Laundering / Trump WLF Goes After Remittance Market / Moonpay Enters Telegram / US Jobs Data Surprises / Two Reports on Centralized Camera Systems Raise Eyebrows / Musk Has Big Plans for the Moon / Lightning Labs Releases AI Agents for Bitcoiners Market Data: Price: 1 BTC= $67,703, 13.40 oz Gold, 4.162 BTC/Median US House 24hr Hi: $68,650/ Lo: $65,757 Volume: 47B (Up 6%) Mkt Cap: $1.35T (Up 1%) HashRate: 1 ZH/s Avg Fee Rate: 1.0 sats/vBtye (Down 3 sats) ---Reports--- -International Events- 1. NATO launches Arctic Sentry military effort in seeking to move on from Greenland dispute: NATO on Wednesday launched a military effort dubbed Arctic Sentry aimed at improving security in the High North, a month after U.S. President Donald Trump ramped up tensions in the alliance with his threats to annex Greenland. Arctic Sentry is not a military operation. It does not involve the permanent or long-term deployment of troops to the region under a NATO banner. NATO’s role in this series of military activities, which will be coordinated through its U.S. headquarters in Norfolk, Virginia, is aimed at countering Russian and Chinese influence in the High North. (NBC) (AC-The stated purpose of these deployments are disjointed, meaning the real purpose is to directly oppose Trump's possible military ambitions in Greenland.) 2. Cartel drones become flashpoint between US and Mexico: The chaotic closure of the El Paso airport overnight Tuesday, which U.S. authorities blamed on an incursion by a Mexican cartel drone, brought into sharp focus the growing use of unmanned aircraft by crime groups and the crackling tensions between the countries over how to deal with it. U.S. Transportation Secretary Sean Duffy, who oversees the Federal Aviation Administration, said the presence of a Mexican drug cartel’s drone in U.S. airspace had prompted the El Paso air traffic ban, which was initially slated for 10 days, but then shortened to only seven hours. Along the border, the cartels mostly use drones to airdrop drugs or to spy on U.S. border agents in order to better evade them during smuggling operations. The Pentagon has said there are more than 1,000 drone incursions along the U.S.-Mexico border each month. (Reuters) 3. Jesse Van Rootselaar, 18, ID’d as transgender ex-student behind Tumbler Ridge (Canada) mass shooting : The deranged high school dropout who murdered his mother and stepbrother before killing six people at a British Columbia school has been identified as 18-year-old transgender ex-student Jesse Van Rootselaar. The police superintendent later described the shooter as a “gunperson” in a press briefing. (NYPost) (AC-Only a few news sources are reporting the story behind the shooter here. Almost all other news sources are reporting the shooter as female, with immediate calls for more gun control in Canada.) -US Events- 1. House passes Save America Act, Trump-backed bill to impose new voting rules: The House on Wednesday passed the Save America Act, which would dramatically change voting regulations by requiring proof of citizenship at voter registration and significantly curtail mail-in voting. The legislation, which passed 218 to 213, faces an uphill battle in the Senate, close observers say. (TheGuardian) 2. Trump Administration Advances Healthy Diets and Farmland Protections: Health Secretary Robert F. Kennedy Jr. unveiled steps for the 2025-2030 Dietary Guidelines, pushing real foods like proteins, fruits, and vegetables while cutting ultra-processed items and sugars. He criticized past policies subsidizing junk food and pledged to prioritize farmers in federal procurement. At the USDA, Secretary Brooke Rollins partnered with Defense Secretary Pete Hegseth to shield farmland from foreign buyers like China through data sharing, tech development, and purchase bans, with country singer John Rich highlighting government overreach on landowners. (X) -Regulatory and Legal- 1. Bitcoin Exchange Paxful Must Pay $4 Million Over Prostitution, Money Laundering Charges: Paxful, the peer-to-peer Bitcoin exchange that closed in 2023, was sentenced this week by a federal court to pay $4 million in fines after pleading guilty to multiple criminal charges. (Decrypt) -CBDCs/World Currencies/Strategic Reserves- 1. Trump-backed World Liberty Financial to roll out foreign exchange remittance service: The platform, called World Swap, will connect users directly to debit cards and bank accounts globally and settle foreign exchange remittances at what the company describes as a fraction of the fees charged by traditional providers. Folkman said more than $7 trillion moves globally between currencies each year and argued that traditional financial intermediaries extract significant fees from those flows. (TheBlock) -Institutional Concerns- 1. MoonPay Launches Crypto Deposits Feature to Enable Cross-Chain Funding in Wallet in Telegram: MoonPay has launched MoonPay Deposits in Wallet in Telegram’s self-custodial TON Wallet, allowing users to fund accounts with Bitcoin and other assets across chains while the service automatically handles swaps, bridging, and conversion into TON or supported tokens. (BitcoinMag) -Economic Indicators- 1. Dollar Finds Support Amid Strong Jobs Data: The dollar index steadied above 97 on Thursday after heightened volatility in the previous session, drawing support from stronger-than-expected US labor market data that reduced the likelihood of near-term Federal Reserve rate cuts. Data released Wednesday showed nonfarm payrolls increased by 130,000 in January, the largest gain in more than a year, while the unemployment rate unexpectedly declined to 4.3%, signaling a stabilizing labor market at the start of 2026. (TradingEconomics) -Security Concerns- 1. Guthrie Video Recovery Sparks Privacy Concerns: The FBI's recovery of inaccessible doorbell footage from Nancy Guthrie's home on February 11, 2026, via Google's assistance raised privacy issues regarding surveillance data access. The video showed an armed masked figure at her door. Advocates questioned implications for consumer data rights. (CNN) 2. Ring AI Lost Dog Feature Privacy Backlash: Ring's new AI-powered "Search Party" feature, highlighted in a February 11, 2026, Super Bowl ad, scans neighborhood cameras to find lost dogs, reuniting 99 in 90 days, but drew privacy concerns over mass surveillance. Users called the network "creepy" and "dystopian." (WBRC) -Technology and Science- 1. Elon Musk Reveals xAI Plans for AI Satellite Factory on Moon: The billionaire entrepreneur told employees the startup may eventually construct a factory on the moon to produce AI satellites. Musk outlined plans for a massive “mass driver” system. This giant catapult mechanism would launch manufactured satellites from the lunar surface directly into space. The setup would give xAI access to computing power that Earth-based competitors couldn’t match. (Blockonomi) 2.Lightning Labs releases AI agent tools for native Bitcoin Lightning payments: Lightning Labs has released a new open-source toolkit designed to give AI agents native access to the Bitcoin Lightning Network, aiming to close what it describes as a key gap in the emerging AI economy: the ability for autonomous systems to transact. The repository includes seven composable skills covering node operations, remote key isolation, scoped credentials, L402-gated API payments, hosting paid endpoints, and querying node state. (TheBlock) -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 5/100 (Down 6 pts) Analyst Comments (AC): Home security systems, including cameras, DO NOT have to be cloud-based and third party access is not to be trusted. 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: 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: 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: 935,909 DTG/ICOD: 1200Z 10Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Trump Uses Canada Bridge to Negotiate / China Threatens Taiwan Diplomatically / US Strikes 39th Drug Boat / Iran Ups Surveillance Game / EPA May Rollback Greenhouse Regs / SAVE Act Vies for Vote, Filibuster / Ghislaine Maxwell Pleads 5th / White House May Strongarm Coinbase Over CLARITY Act / China's USD 'Cluster Strike' Wakes Market / USD Drops, Stocks Up, / Crypto Scammer on the Lam / Discord to Require ID / Vitalik Pushes Decentralized Power Over AGI / CashApp Reorganizes to Push Bitcoin Adoption Market Data: Price: 1 BTC= $68,626, 13.75 oz Gold, 4.162 BTC/Median US House 24hr Hi: $71,076/ Lo: $68,291 Volume: 46B (Up 3%) Mkt Cap: $1.37T (Down 1%) HashRate: 1 ZH/s Avg Fee Rate: 2.0 sats/vBtye (Up 1 sats) ---Reports--- -International Events- 1. Trump Threatens to Block Opening of US-Canada Bridge: President Trump warned he would prevent the Gordie Howe International Bridge from opening unless Canada renegotiates trade terms, citing uncompensated U.S. contributions and the bridge's impending completion connecting Michigan and Ontario. The statement followed reports of Canadian trade shifts toward China, escalating bilateral tensions amid ongoing economic disputes. (BBC) 2. China to support 'reunification forces' in Taiwan, go after 'separatists': China will offer firm support for "patriotic pro-reunification forces" in Taiwan and strike hard against "separatists", the top Chinese official in charge of policy towards the democratically-governed island said in comments published on Tuesday. "If the 'Taiwan independence' armed forces dare to provoke a conflict, they will inevitably be wiped out," ministry spokesperson Jiang Bin said on Tuesday in Beijing. (Reuters) (AC-Official Chinese statements have been taking a more hard-line stance recently. Either towards the US, Taiwan or other US allies, diplomatic pressure and belligerence is increasing.) 3. U.S. Military Strikes Alleged Drug Boat in Pacific: U.S. forces targeted a suspected narcotics vessel in the Eastern Pacific, resulting in two deaths and one survivor amid an ongoing search effort. The operation marks the 39th such strike. (CBS) 4. Iran Builds Comprehensive Digital Surveillance System: Iran's surveillance infrastructure neared completion, enhancing monitoring capabilities amid protest crackdowns and raising global privacy alarms. (Wired) -US Events- 1. Trump set to repeal landmark climate finding in huge regulatory rollback this week: Repealing the so-called endangerment finding, a scientific determination that greenhouse gas emissions endanger human health, would remove the legal foundation for broader greenhouse gas regulation and would mark the Trump administration's most wide-reaching climate policy rollback. An EPA spokesperson said the endangerment finding was used by the Obama and Biden Administrations to "justify trillions of dollars of greenhouse gas regulations covering new vehicles and engines." (Reuters) 2. House Republicans Push Vote on SAVE Act for Voter Citizenship Proof: The SAVE Act would mandate documents like passports or birth certificates for federal voter registration, while directing states to remove non-citizens from rolls and setting up a federal verification process. Polls show 83% of Americans, including majorities of Democrats and Black voters, favor voter ID laws. The new push tests GOP unity ahead of midterms, with passage likely sending it to a Senate filibuster threat. (Various, X) 3. Ghislaine Maxwell Refuses to Answer Epstein Questions in Hearing: In a released congressional video, Ghislaine Maxwell, associate of Jeffrey Epstein, declined to respond to inquiries about the late sex offender during a U.S. House session. (Reuters) -Regulatory and Legal- 1. White House meeting could unfreeze the crypto CLARITY Act this week, but crypto rewards likely to be the price: The newly confirmed Feb. 10 White House meeting on stablecoin policy is being framed by some market observers as a step toward breaking the logjam around the CLARITY Act. The yield dispute is tied to product economics that are already visible in consumer offers. Coinbase advertises “3.50% rewards on USDC”. The bill text includes an explicit “Protection of Self-Custody” clause. It states consumers retain the right to maintain hardware or software wallets and to engage in direct peer-to-peer transactions. (CryptoSlate) (AC-For Bitcoiners, the CLARITY act still has impacts even if it seems to focus on stablecoins and crypto. Details matter in this bill, and they are being negotiated with ignorance and passion.) -CBDCs/World Currencies/Strategic Reserves- 1. China’s Strategic Strike Against The US Dollar: Chinese authorities have delivered what observers are calling a “cluster strike” to the heart of the U.S. economy. Stringent directives have been issued to Chinese financial institutions to execute a swift and systemic divestment of their U.S. Treasury holdings. ​​What we are witnessing is the aggressive acceleration of “De-dollarization.” Beijing’s timing is surgical. As Washington contends with persistent inflationary pressures, these financial maneuvers signal that the era of unipolar financial hegemony is nearing its twilight. It is a high-stakes war of nerves, and the outcome will fundamentally redefine global market stability and the future of financial power. (EurasiaReview) (AC-This is an OpEd, simply one perspective on a serious development. Worth considering, but only an interpretation of events.) -Institutional Concerns- 1. Bitcoin Spot ETFs See Fresh Inflows: US spot Bitcoin ETFs recorded $145 million in net inflows on February 9. Grayscale returned to net accumulation, driving the ETF flow rebound. (CoinGecko) -Economic Indicators- 1. Dollar Holds Decline: The dollar index held below 97 on Tuesday after losing more than 1% over the past two sessions, weighed down by concerns that foreign demand for dollar-denominated assets could soften. The decline followed reports that Chinese regulators advised financial institutions to limit their holdings of US Treasuries to reduce concentration risks and mitigate the impact of uncertain US economic policies. (TradingEconomics) 2. US Small Business Optimism Falls in January: The NFIB Small Business Optimism Index in the US fell to 99.3 in January 2026 from 99.5 in December 2025, compared to forecasts of 99.9. (TradingEconomics) 3. US Futures Steady After Positive Session: US stock futures were little changed on Tuesday after major indexes began the week on a strong footing, with the Dow notching a fresh record high. In Monday’s cash session, the Dow edged up 0.04%, the S&P 500 advanced 0.47% and the Nasdaq Composite jumped 0.9%, marking a second consecutive day of gains across all three benchmarks. (TradingEconomics) -Security Concerns- 1. Man sentenced to 20 years for role in $74 million crypto investment fraud: A federal judge in the Central District of California on Monday sentenced Daren Li to the statutory maximum of 20 years in prison for his role in a cryptocurrency investment fraud and money laundering conspiracy that stole at least $73.6 million from victims. Li, a 42-year-old dual citizen of China and St. Kitts and Nevis, remains at large after fleeing federal custody in December 2025. (TheBlock) 2. Discord to require video selfies or government IDs to verify all users’ ages: Discord on Monday announced it will require all users globally to verify their ages by sharing video selfies or providing government IDs, a move that comes at a time when laws requiring age verification on social media platforms are multiplying. Discord said the data it gathers will be deleted immediately after a user’s age is verified and that it will never leave the device. (RecordedFuture) (AC-We will hold your data until you verify ID...) -Technology and Science- 1. Vitalik Buterin Calls for Ethereum-Led Alternative to the 'Race for AGI': Vitalik Buterin said Monday the very frame of “work on AGI” is flawed and called for AI development guided by decentralization, privacy, verification, and human empowerment. He outlined an Ethereum-linked roadmap focused on local LLMs, zero-knowledge payments for private AI API usage, and cryptographic privacy, among other key areas. (Decrypt) -Bitcoin Community- 1. Cash App updates Bitcoin fee structure: No fees for large transactions, recurring purchases, and Lightning Network payments: Dorsey's payment platform Cash App has updated its bitcoin fee structure. Starting today, there will be zero fees for large bitcoin purchases; zero fees for recurring bitcoin purchases; zero fees for spending bitcoin via the Lightning Network; and increased withdrawal limits for eligible users. All bitcoin purchased on Cash App is held 1:1, and users can withdraw at any time. (ForesightNews) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 9/100 (Down 5 pts) Analyst Comments (AC): Single digit Fear/Greed Index usually implies a great time to buy historically. Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 935,742 DTG/ICOD: 1200Z 09Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Japan PM Gets Mandate / UK PM Under Fire / US Military Buildup Near Iran Worries World / DHS Funding Becoming Political Battleground / Pentagon Cuts Ties With Harvard / S. Korean Exchange Mistake Draws Fire / China's Bank Says Draw Down US Assets / Dorsey's Block Trims the Fat / Smart Money Buys the Dip / Stocks Boom on Friday / French Crypto Crooks Get Cocky, Captured / New Scam Targets Crypto, Bitcoin Addresses / Satoshi Silently Stacking? Market Data: Price: 1 BTC= $69,076, 13.75 oz Gold, 4.162 BTC/Median US House 24hr Hi: $72,206/ Lo: $68,389 Volume: 44B (Up 1%) Mkt Cap: $1.3T (Down 3%) HashRate: .993 ZH/s Avg Fee Rate: 1.0 sats/vBtye (Down 2 sats) ---Reports--- -International Events- 1. PM Wins Snap Election in Japan: Shigeru Takaichi secured a landslide victory in the lower house elections, granting the Liberal Democratic Party a supermajority and enabling potential constitutional revisions including enhanced military capabilities. Exit polls confirmed the ruling coalition's two-thirds majority, signaling strong public support amid economic concerns. Markets reacted positively, with the Nikkei rising as investors anticipated pro-business policies. (NYTimes) 2. MPs are shocked and angry at Mandelson - but they're furious with Starmer: The prime minister is not responsible for Peter Mandelson's behavior. But it was his decision to take a chance on him. The real problem for Keir Starmer is that the fury this week is both a proxy, and a prompt, for stoking months of simmering unhappiness about the government. Mandelson's seeming closeness to Epstein has appalled Labour politicians of all generations. (BBC) (AC-It's not horrible anti-UK policies that are sinking this PM, but a bet on an Epstein-friendly politician. This circus is beyond repair.) 3. At Least 112 USAF C-17 Aircraft Headed To Middle East: 'Desert Storm Levels': An eye-opening and massive number of C-17 Globemaster military transport and cargo planes have been observed heading to Europe and the Middle East, in what some monitors have forewarned looks like the build-up to major war in Iran. Iran and the US just concluded an initial round of indirect talks mediated by Oman, but despite some hopeful statements issued by either side, it is very clear Iran is not willing to negotiate its ballistic missile program - a sticking point being demanded by Washington. A second round is expected in the coming days, unless military action ensues first. (ZeroHedge) -US Events- 1. Lawmakers locked in standoff over ICE reforms as DHS funding deadline approaches: The short-term funding patch last week was designed to give lawmakers more time to negotiate how to rein in the administration's immigration's enforcement operation, which came under scrutiny after two deadly shootings by federal agents in Minneapolis last month. But so far, the two sides appear far from an agreement. If lawmakers are unable to come to an agreement on how to fund DHS, funding would lapse for the agencies it oversees on Feb. 14, and shutdown procedures would be expected to begin. (CBS) 2. Hegseth Cuts War Department Ties with His ‘Woke’ Alma Mater Harvard: War Secretary Pete Hegseth did not hesitate Friday to hammer the very institution that awarded him his master’s degree by announcing the department would be ending all professional military education, fellowships, and certificate programs with Harvard University. He said the school had a “rich tradition” with the U.S. military, pointing out that General George Washington took command of the continental army in Harvard Yard in 1775 and used the university as a military base. Hegseth also took aim at Harvard’s left-wing activities, alleging that research programs have partnered with the Chinese Communist Party and that “university leadership has encouraged a campus environment that celebrates Hamas [and] allowed attacks on Jews.” (Breitbart) -Regulatory and Legal- 1. Bithumb $44 billion bitcoin blunder puts South Korea regulators on alert over local crypto exchanges: South Korea’s Financial Supervisory Service is intensifying oversight of crypto markets after Bithumb mistakenly credited some users with billions of dollars’ worth of bitcoin. The Financial Supervisory Service said Sunday it will start investigations into “high-risk” practices that undermine market order, including large-scale price manipulation by so-called whales, trading schemes tied to suspended deposits and withdrawals and coordinated pump tactics fueled by social media misinformation. (CoinDesk) -CBDCs/World Currencies/Strategic Reserves- 1. Bitcoin Falters as China Pushes Risk-Off, Orders Banks to Sell US Treasuries: China has directed banks to sell and limit purchases of US treasuries, Bloomberg reported on February 9. Chinese authorities have cited concerns about concentration risks and market volatility in US debt, which could expose banks to significant fluctuations. This guidance is the first public statement on the matter, despite years of reduced US Treasury holdings. (CoinGape) (AC-This is at least the second official statement by China emphasizing economic warfare against the US dollar in the last few weeks.) -Institutional Concerns- 1. Jack Dorsey's Block looking to cut up to 10% of workforce in latest efficiency push: Block Inc., the Jack Dorsey-led fintech company behind Cash App, Square and Afterpay, is preparing to cut up to 10% of its staff as part of a broader business overhaul.In November 2024, Block said it would prioritize bitcoin mining and wind down its decentralized tech arm TBD, scaling back investments in music streaming platform Tidal while laying off staff from both units. The company has also been developing Goose, an AI productivity tool developed in-house. (TheBlock) 2. Bitcoin Price Reclaims $71,000 as Institutions Buy the Dip and Retail Interest Surges: The recovery comes as institutional investors appear to be treating sub-$70,000 bitcoin as a renewed buying opportunity, even while retail traders search for signs the market has reached a bottom. (BitcoinMag) -Economic Indicators- 1. Treasury Yields Rise to Kick Off the Week: The yield on the US 10-year Treasury note edged up to 4.23% on Monday, as investors braced for a data-heavy week expected to provide further insight into the health of the US economy. Key releases include the delayed employment report, alongside CPI and retail sales data. (TradingEconomics) 2. Dow Jones Sets Fresh Historic High: The Dow closed at a record high on Friday, surging 2.5% as US equities staged a broad based snapback after a bruising tech led selloff earlier in the week, with dip buying returning as fears around near term AI disruption and forced deleveraging eased. The S&P 500 jumped 1.9% and the Nasdaq rose 2.1%, led by a sharp rebound in semiconductors. (TradingEconomics) -Security Concerns- 1. French Police Arrest Six After Magistrate Kidnapped in Crypto Ransom Case: Authorities detained six suspects, including a minor, after a magistrate and her mother were abducted and later escaped. Prosecutors said kidnappers demanded crypto as a ransom and threatened mutilation, but no payment was made. The case adds to a rise in crypto-linked “wrench attacks,” with France emerging as a focal point. (Decrypt) 2. Crypto Alert: 2 Victims Lose Over $60M In Address Poisoning Scam: Address lookalikes are the trick. Attackers send tiny “dust” transfers from addresses that mimic ones in a user’s history so that when someone copies an address they get the wrong string. According to Scam Sniffer, that single mistake cost one user $12.2 million | 177 BTC in January and followed a $50 million | 724 BTC hit in December. The tactic relies on people trusting what appears familiar; it works because most wallets show only the first and last few characters, and the middle can be swapped for a malicious match. (Bitcoinist) -Technology and Science- 1. NSTR -Bitcoin Community- 1. Anonymous Holder Sends Bitcoin to Satoshi Wallet: An anonymous holder sent $181,000 | 2.62 BTC worth of Bitcoin to Satoshi Nakamoto’s wallet. (CoinGecko) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 14/100 (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: 935,258 DTG/ICOD: 1200Z 06Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: US-Iran Nuke Talks Commence / Russian General Shot / Suicide Bomber in Pakistan Kills 31+ / FBI Gets Involved in Guthrie Search / Trump Launches Meds Website / SECTREAS Hits Back at No Crypto Regs Groups / Lummis Vies for De Minimus Exemption / First $1M Lighting Transaction / Strategy Gets Involved in Quantum Threat / Dollar Up, Stocks Down, Yields Down / Schools Using AI on School Laptops For Mental Health / OpenAI and Anthropic Battle for Enterprise Dollars / Bitcoin Miners Struggle / Core Maintainer Steps Down / Bitcoin Fear High Market Data: Price: 1 BTC= $66,834, 13.54 oz Gold, 4.162 BTC/Median US House 24hr Hi: $70,715/ Lo: $60,074 Volume: 141B (Up 58%) Mkt Cap: $1.34T (Down 3%) HashRate: .914 ZH/s Avg Fee Rate: 3.0 sats/vBtye (Even) ---Reports--- -International Events- 1. US and Iranian officials commenced indirect nuclear talks in Oman, mediated by regional diplomats, amid heightened tensions following Iran's crackdown on protests and US military buildup in the Middle East. The discussions aim to address Iran's uranium enrichment program and ballistic missile activities, with both sides expressing cautious optimism for progress on nuclear issues but pessimism on broader demands. Iranian state media reported the seizure of two foreign oil tankers in the Persian Gulf during the talks. (Reuters) 2. A senior Russian military general, Vladimir Alekseyev, was shot multiple times and hospitalized in critical condition in Moscow, in what authorities described as the latest attack on top military leaders. The Kremlin stated President Putin was briefed on the incident, with investigations underway. (NBC) 3. At least 31 killed in Islamabad mosque explosion: At least 31 people have been killed and 169 injured after an explosion at a Shiite Muslim mosque in Pakistan’s capital Islamabad on Friday, authorities said. Internal investigations suggest that Pakistan’s Taliban, or Tehrik-i-Taliban Pakistan (TTP), was behind the suicide attack, (CNN) -US Events- 1. The disappearance of Nancy Guthrie, mother of NBC host Savannah Guthrie, entered its sixth day with the FBI offering a $50,000 | 0.73 BTC reward and authorities arresting an individual for posing as a ransom demander. Family members issued a video plea for her safe return, and police believe she is still alive based on evidence including a timeline and impostor communications. (Fox) 2. President Trump launched TrumpRx.gov, a direct-to-consumer prescription drug website offering over 40 medications at discounted prices, including weight loss drugs, as part of efforts to lower healthcare costs. The platform reflects the administration's push for affordable pharmaceuticals amid ongoing policy reforms. Initial listings include generics and branded options with steep reductions. (WaPo) -Regulatory and Legal- 1. Treasury Secretary: Crypto 'Nihilists' Who Say They Don't Need Clarity Act 'Should Move to El Salvador': “There seems to be a nihilist group in the industry who would prefer no regulation over this very good regulation,” Bessent said. Coinbase CEO Brian Armstrong said at the time that the company would “rather have no bill than a bad bill.” Coinbase has since returned to negotiations on the bill, but continues to insist the legislation must allow for stablecoins—crypto tokens pegged to the value of the dollar—to generate interest for holders. The banking lobby has furiously protested that ask, warning it could destabilize the U.S. banking system and lead to deposit flight, particularly at the community bank level. (Decrypt) 2. Senator Lummis to Work With Treasury on Bitcoin Tax Guidance, Hints At Potential Exemption: Lummis also raised questions about digital asset taxation, particularly the treatment of small transactions — known as de minimis — and the calculation of capital gains for users with mixed portfolios of Bitcoin purchased at different prices over time. Bessent acknowledged the complexity of the issue and offered to have the Treasury’s Office of Tax Policy work with Lummis’ team to provide guidance. (BitcoinMag) (AC- Imagine what a complete tax exemption on Bitcoin cap gains would do, but a de minimus exemption is a start in the right direction.) -CBDCs/World Currencies/Strategic Reserves- 1. Bitcoin’s Lightning Network clears record $1M | 15.05 BTC transfer to Kraken: Secure Digital Markets (SDM) completed a $1 million | 15.05 BTC Bitcoin transaction via the Lightning Network on January 28 in a pilot project with cryptocurrency exchange Kraken, the companies announced. The transaction represents the largest Lightning payment ever publicly recorded, according to the companies. The payment settled almost instantly with minimal fees. (CryptoNews) -Institutional Concerns- 1. Strategy to initiate a bitcoin security program addressing quantum uncertainty: Strategy, the largest corporate holder of bitcoin, plans to initiate a bitcoin security program to coordinate with the global cyber, crypto, and bitcoin security community. The company addressed growing discussion around quantum risk and reaffirmed its commitment to bitcoin security, framing quantum not as an immediate threat but as a future engineering challenge the network can prepare for. (CoinDesk) -Economic Indicators- 1. Dollar Holds Near 2-Week High: The dollar index traded just below 98 on Friday, staying near a two-week high as a broad selloff in stocks, commodities, and cryptocurrencies boosted demand for the currency. (TradingEconomics) 2. US Stocks Post Heavy Losses: The S&P 500 fell 1% and the Nasdaq slid 1.1% on Thursday as a tech led pullback stretched into a third session, while the Dow also dropped 1%, with consumer discretionary and communication services among the weakest performers as investors trimmed exposure to crowded big cap positions. (TradingEconomics) 3. 10-Year Treasury Yield Falls Further: The yield on the 10-year US Treasury note fell below the 4.2% mark, the lowest in three weeks, as a batch of soft labor data supported the outlook of multiple rate cuts by the Federal Reserve this week. (TradingEconomics) -Security Concerns- 1. Houston-area schools are using AI tools to watch for mental health red flags. Experts are worried: While online monitoring systems are standard for school-issued devices, districts across Houston and Texas have signed contracts with technology companies like GoGuardian and Lightspeed Systems. They offer features aimed at detecting self-harm behavior by scanning what students type on their school-issued laptops and alerting school officials when the software detects red flags. But the problem with these tools, experts say, is that they often misidentify harmless online searches by students as dangerous behavior. Even if they don't actually send a message or search, what they type on school computers can trigger alerts that lead to disciplinary action, a call home to parents or even a visit from law enforcement. (HoustonCronicle) -Technology and Science- 1. OpenAI and Anthropic Roll Out Rival AI Models as Competition for Enterprise Heats Up: OpenAI and Anthropic unveiled new flagship AI models in their respective product lines within an hour of each other on Thursday, highlighting intensifying competition among leading developers to dominate enterprise software and advanced coding tools. Claude Opus 4.6 showed stronger performance on tasks tied to legal and financial reasoning, while GPT-5.3 Codex outperformed on agentic coding tests and efficiency metrics, according to figures released by both companies. (Decrypt) -Bitcoin Community- 1. Bitcoin Miners Could Face Crisis After BTC Price Falls 50% From Peak: "High-cost miners curtail or shut down, and hash rate growth slows," Nishant Sharma said. Lagging prices also leads to consolidation, with stronger operators picking up assets from distressed firms. "In practice, there is no single cost of production because miners’ economics vary widely by power price, uptime, ASIC [mining hardware] mix, curtailment programs, and financing," he said. (Decrypt) 2. Bitcoin Core Maintainer Gloria Zhao Steps Down: Bitcoin Core maintainer Gloria Zhao stepped down and revoked her signing key. This is a routine move not affecting Bitcoin's consensus or security. (CoinGecko) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 12/100 (Down 5 pts) Analyst Comments (AC): It's amazing to see most website headlines push Bitcoin fears to immediately suggest buying into an up-and-coming crypto project. The level of negative press on Bitcoin today is staggering. It seems almost designed, like a coordinated global effort. The 'fight you' stage is certainly not over. Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 935,120 DTG/ICOD: 1200Z 05Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: START Expires After 50 Years / Trump-XI Phone Call Looks to Isolate Iran / Gaza Reignites / ICE Pullback From Minnesota / Ryan Routh Sentenced to Life / Wildfire Smoke Kills 24K Per Year in US / House Investigates World Liberty Over UAE Money / Russian Bank Makes Bitcoin-Backed Loans / SECTREAS Says He Cannot Bailout Bitcoin / BTC ETFs Continue Outflows / MSTR Stock Hurting / US Jobs Cuts Spike / Stocks Sink on AI Fear / FCC Reviews SpaceX Orbit Plans / Market Data: Price: 1 BTC= $69,556, 14.28 oz Gold, 4.162 BTC/Median US House 24hr Hi: $76,075/ Lo: $69,062 Volume: 90B (Up 33%) Mkt Cap: $1.39T (Down 9%) HashRate: .912 ZH/s Avg Fee Rate: 3.0 sats/vBtye (Up 2 sats) ---Reports--- -International Events- 1. START Expires: The last remaining nuclear arms control treaty between the United States and Russia, known as New START, expired today, removing limits on deployed strategic nuclear warheads and delivery systems for the first time in over five decades. U.S. officials confirmed no extension was negotiated, citing Russia's suspension of inspections and data sharing since 2023 amid the Ukraine conflict. Russian President Vladimir Putin stated Moscow would not initiate a new arms race but warned of potential escalation if the U.S. deploys new missiles in Europe. (AP) 2. Trump pushes Beijing to break from Tehran in phone call with Xi: Trump said he held an “excellent” phone call with his Chinese counterpart Xi Jinping on Wednesday where the pair discussed many things, from trade to the war in Ukraine. Topping the agenda of their talks was the situation in Iran, as Washington continues to urge countries to isolate Tehran. (EuroNews) 3. Israel strikes across Gaza, killing 24, and says militants attacked its soldiers: Israeli strikes pounded Gaza on Wednesday, killing at least 24 Palestinians, including two babies, according to health officials in the territory, where a fragile ceasefire is under increasing strain. Israel said it killed three militant leaders and others who posed a threat to its forces, and that some strikes came in response to a Hamas attack that seriously wounded one of its soldiers. (AP) -US Events- 1. ICE Drawdown in Minnesota: U.S. ICE announced the immediate withdrawal of 700 officers from Minnesota on February 4, 2026, following state and local cooperation in turning over arrested immigrants. Border Czar Tom Homan stated the move allows redeployment to non-compliant areas, amid a surge in detentions under Operation Metro Surge. (USNews) 2. Man who tried to shoot Trump at a Florida golf course gets life in prison: U.S. District Judge Aileen Cannon pronounced Ryan Routh’s fate in the same Fort Pierce courtroom that erupted into chaos in September when he tried to stab himself shortly after jurors found him guilty on all counts. (AP) 3.Study ties particle pollution from wildfire smoke to 24,100 US deaths per year: The paper, published Wednesday in the journal Science Advances, found that from 2006 to 2020, long-term exposure to tiny particulates from wildfire smoke contributed to an average of 24,100 deaths a year in the lower 48 states. (AP) (AC-This is one of those 'studies' that requires discernment and grounding.) -Regulatory and Legal- 1. House launches probe into $500 Million UAE deal linked to World Liberty Financial: Rep. Ro Khanna has launched a probe into Donald Trump-linked crypto project World Liberty Financial (WLFI) over a reported $500 million investment from an entity tied to the United Arab Emirates royal family. (TheBlock) 2. Russia’s Banking Sector Opens the Door to Bitcoin-Backed Corporate Loans: Sovcombank’s new campaign focuses on making day-to-day operations cheaper and simpler for mining companies. Eligible businesses receive free account servicing, full online banking access, and more flexible foreign exchange oversight. The more consequential step, however, is the launch of loans secured by bitcoin holdings. (CoinDoo) 3. U.S. Treasury confirms it has no authority to bail out Bitcoin: During a House Financial Services Committee hearing, California Representative Brad Sherman pressed Sec. Bessent on whether the Treasury Department could use taxpayer funds to support Bitcoin during a downturn. Bessent replied unequivocally that neither he nor the council holds that authority. (CryptoNews) (AC-Sometimes the obvious has to be said.) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Spot bitcoin ETFs register second consecutive day of outflows totaling $545 million: Despite the recent outflows, the structural footprint of the funds remains substantial. Since their launch two years ago, U.S. spot bitcoin ETFs have accumulated $54.75 billion in total net inflows. Their aggregate net assets currently represent 6.36% of bitcoin's total market capitalization. (TheBlock) 2. Strategy ($MSTR) Shares Sink Over 20% in 5 Days as Bitcoin Crashes to $72,000: MSTR shares tumbled roughly 9% on the session, dipping to intraday lows near $121.19. At current levels the stock is down roughly 15% year‑to‑date and a staggering 72% from its November 2024 peak. (BitcoinMag) -Economic Indicators- 1. US January Job Cuts Highest Since 2009: US-based employers announced 108,435 job cuts in January 2026, the highest level since October and the largest January total since 2009, compared to 33,553 cuts announced in December. (TradingEconomics) 2. US Stocks Sharply Lower on AI Fears: US stocks sold off on Wednesday, with the S&P 500 down about 1%, the Nasdaq sliding 2.3%, and the Dow slightly higher, as technology led a broad risk-off move tied to renewed AI disruption fears and weak guidance. (TradingEconomics) -Security Concerns- NSTR -Technology and Science- 1. FCC Opens Review of Elon Musk's SpaceX Plan for Orbital AI Data Centers: The Federal Communications Commission on Wednesday opened public review of a SpaceX proposal to build a non-geostationary satellite system that would move energy-intensive AI computing into orbit, potentially allowing the company to deploy up to one million data-center-style satellites to train xAI models, including Grok. (Decrypt) 2.Anthropic’s AI Tools Rattle Software Stocks, Prompt Rethink of Sector Valuations: Shares of several information and professional-services companies slid sharply this week amid Anthropic's unveiling of a legal-automation tool that rattled investors’ confidence in the sector’s long-term pricing power. The panic began after Anthropic announced 11 open-source plugins for Claude Cowork on January 30, but focused on one in particular. That included a legal plugin, which automates contract review, NDA triage, and compliance workflows. In a nutshell, it does the grunt work that keeps thousands of paralegals and junior associates employed. (Emerge) -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 12/100 (Down 5 pts) Analyst Comments (AC): For those not used to pullbacks like this in Bitcoin, perspective and deep study help the psychological pressure ease. These are the times to stack more, but to also focus on what makes life meaningful. Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 934,986 DTG/ICOD: 1200Z 04Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: China Working Towards Multi-Polar World / US Carrier Shoots Down Iranian Drone / Russia-Ukraine Talks in Abu Dhabi Begin / China-Linked Biolabs Seized in Vegas and California / USG Shutdown Ends, For Now / Jill Biden's Ex-Husband Arrested for Murder / Foreign Ownership of US Stocks High / Kidnappers Want Bitcoin in AZ Case / France to Target VPNs in Name of Kid Safety / New AI Site Hires Humans / ChatGPT Has Down Day / Bitcoin Block Time Hits 20 Min, Difficulty to Drop Market Data: Price: 1 BTC= $76,085, 15.09 oz Gold, 4.162 BTC/Median US House 24hr Hi: $78,378/ Lo: $72,897 Volume: 67B (Up 25%) Mkt Cap: $1.5T (Even) HashRate: .893 ZH/s Avg Fee Rate: 1.0 sats/vBtye (Down 2 sats) ---Reports--- -International Events- 1. China's Xi calls for 'equal, multipolar world' as he meets Uruguay leader: China and Uruguay should work together to advance an "equal and orderly multipolar world", President Xi Jinping told his counterpart Yamandu Orsi on Tuesday, as their nations signed up to cooperate in areas from trade to the environment. The meeting comes in the wake of a flurry of visits to China by Western prime ministers this year, from Britain's Keir Starmer to Canada's Mark Carney and Finland's Petteri Orpo. China was the top destination for Uruguayan exports in 2025, taking agricultural products including wood pulp, soybeans and beef. (Reuters) 2. US carrier shoots down Iranian drone as tensions escalate and diplomatic talks hit a snag: A US aircraft carrier shot down an Iranian drone that “aggressively approached” the ship in the Arabian Sea on Tuesday hours before two gunboats operated by Iran’s Islamic Revolutionary Guard Corps approached a US-flagged tanker in the Strait of Hormuz and threatened to board and seize the ship, according to a US military spokesman. (CNN) 3. Russia and Ukraine envoys meet in Abu Dhabi for US-brokered talks: The planned two-day negotiations started with all three delegations present, after which negotiators were to break into groups according to topics and then meet as a full group again at the end. (AP) -US Events- 1. Illegal Biolabs In Vegas & California Linked To Chinese National With Alleged Military-Civil Fusion Ties: Federal and local authorities are investigating suspected illegal biological laboratories in Las Vegas and California’s Central Valley linked to a Chinese national accused by Congressional investigators of ties to a PRC military-civil fusion enterprise. The FBI and Las Vegas Metropolitan Police Department executed search warrants over the weekend at two residences connected to Jiabei “Jesse” Zhu, a 62-year-old Chinese citizen already under federal indictment for operating an illegal biolab in Reedley, California that contained labeled samples of at least 20 infectious agents including HIV, tuberculosis, and “the deadliest known form of malaria.”. (Zerohedge) 2. Trump signs bill to end partial government shutdown, setting stage for next fight: In a tight floor vote, the House approved the package 217-to-214. The bill reopens much of the federal government and federal workers will receive back pay, but immigration enforcement reforms remain unresolved, setting up further negotiations as DHS funding expires next week. (GroundNews) 3. Jill Biden's Ex-Husband Charged With Murder: William Stevenson, former husband of Jill Biden, was charged with first-degree murder in the death of his current wife in Delaware. The incident involved a domestic dispute leading to fatal injuries. Stevenson entered a not guilty plea at his arraignment. (Fox) -Regulatory and Legal- NSTR -CBDCs/World Currencies/Strategic Reserves- 1. De-Dollarization Narrative Collides With Record Foreign Buying of U.S. Stocks: According to long-term flow data, foreign-held U.S. equities now account for 32.4% of total foreign-held U.S. financial assets as of late 2025. That figure stands far above the historical average of 19.3%, marking one of the strongest foreign equity allocations on record. Foreign investors are not merely holding dollars or Treasury securities. They are allocating aggressively toward U.S. equities, effectively expressing confidence in American corporate earnings, innovation, and long-term growth prospects. (CoinDoo) (AC-It's only one variable to the de-dollarization debate, but is certainly a reality check on USD FUD.) -Institutional Concerns- NSTR -Economic Indicators- 1. US Stocks Drop Further: The S&P 500 fell 0.7% after testing record highs earlier in the session, the Nasdaq 100 slid 1.4% and the Dow was down 0.3% as a sharp reappraisal of stretched tech and chip valuations drove a broad rotation. (TradingEconomics) 2. US 10-Year Yield Approaches 5-Month High: The yield on the 10-year US Treasury note rose above 4.27%, approaching the five-month high of 4.3% on January 20th. (TradingEconomics) -Security Concerns- 1. Alleged Bitcoin Ransom Note Sent to TMZ in Case Involving 'Today' Show Host's Missing Mother: An alleged ransom note demanding Bitcoin has surfaced in the investigation into the disappearance of Nancy Guthrie, the 84-year-old mother of Today show anchor Savannah Guthrie, as authorities continue to treat the case as a suspected abduction. “One thing we should say is that we have confirmed the Bitcoin address that they've included is legit,” he said. The note also included a description of what Guthrie was wearing at the time and a damaged item in the house, TMZ said. (Decrypt) 2. France Considers Restricting VPNs to Support Under-15 Social Media Ban: France’s minister of digital affairs has revealed that the French government may consider restrictions on VPNs, in order to enforce an incoming social media ban for under-15s. (Decrypt) -Technology and Science- 1. Crypto Dev Launches Site for AI to Hire Humans: Riding OpenClaw’s viral moment, a new startup called RentAHuman(.)ai pitches itself as the “meatspace layer” for autonomous agents—letting bots pay people to do the things software still can’t. Launched amid a surge in autonomous AI adoption, RentAHuman(.)ai is seeing explosive early interest. Within hours, hundreds of people reportedly signed up as rentable humans, including an OnlyFans model and the CEO of an AI startup, according to the crypto engineer who built the project. By Tuesday, registrations ballooned to more than 1,000, briefly crashing the site as demand overwhelmed servers. (Decrypt) (AC-Is this an indicator? Of what, exactly?) 2. ChatGPT Down: OpenAI Restores Service After Over 12,000 Reports About Elevated Error Rates: ChatGPT was down a few hours ago, and it affected people who depend on it for a living. The partial outage reached DownDetector, peaking at over 12,000 complaints. (TechTimes) -Bitcoin Community- 1. Bitcoin mining profit crisis hits as difficulty to drop by 14% this weekend while block time spikes to 20 minutes: Early this morning, block production slowed enough that the average block time briefly spiked to 19.33 minutes. On mempool, the estimated next adjustment is a decline (Feb 8th) near 15%, and the site’s dashboard has average block time running around the 11 to 12 minute range in the current stretch. (CryptoSlate) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 17/100 (Up 3 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 934,847 DTG/ICOD: 1200Z 03Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: START to Expire / Iran Wants to Negotiate / US-India Agree to Trade Deal/ French Police Raid X Office in Paris / Clintons to Testify / DHS Officers to Wear Cameras / Deal in Sight to End Shutdown / Tether, Warsh, the Fed and Stablecoin Connections / USG Seizes Crypto From Helix Mixer / Binance $1B Mea Culpa / Stocks Boom / Notepad++ Hijacked / SpaceX Buys xAI / OpenClaw Innovates With Persistent AI / Tether Open Sources Bitcoin Mining Code / Market Data: Price: 1 BTC= $78,372, 15.94 oz Gold, 4.162 BTC/Median US House 24hr Hi: $79,258/ Lo: $77,547 Volume: 53B (Down 29%) Mkt Cap: $1.5T (Even) HashRate: .882 ZH/s Avg Fee Rate: 3.0 sats/vBtye (Up .2 sats) ---Reports--- -International Events- 1. Russia is ready for new world with no nuclear limits, senior diplomat says: Unless the two sides reach a last-minute understanding, they will be left without any constraints on their long-range strategic nuclear arsenals for the first time in more than half a century when New START expires on Thursday. "This is a new moment, a new reality - we are ready for it," Russian Deputy Foreign Minister Sergei Ryabkov. The U.S. has suggested China, the world's third largest nuclear power by warheads, should join arms control talks. Beijing has shown no willingness to do so. (Reuters) 2. Iran’s president seeks ‘fair and equitable negotiations’ with the United States: Iran’s president said Tuesday he instructed the country’s foreign minister to “pursue fair and equitable negotiations” with the United States, the first clear sign from Tehran it wants to try to negotiate as tensions remain high with Washington after the Mideast country’s bloody crackdown on nationwide protests last month. (AP) 3. Trump: India Agrees to Stop Buying Russian Oil, Enter Trade Deal with U.S: President Donald Trump announced Monday that the United States and India have reached a trade agreement and that India has committed to stop buying Russian oil. “We spoke about many things, including Trade, and ending the War with Russia and Ukraine. He agreed to stop buying Russian Oil, and to buy much more from the United States and, potentially, Venezuela,” Trump wrote. Tariff reductions for both countries were also agreed upon. (Breitbart) 4. French offices of Elon Musk’s X platform raided by Paris cybercrime unit: Both X chairman Musk and former X chief executive Linda Yaccarino have been summoned to appear at hearings in April, while X employees will be questioned as witnesses, according to the Paris prosecutor. Last week the European Commission launched a probe into X’s artificial intelligence chatbot Grok, following criticism of its ability to generate sexually explicit pictures. (CNN) -US Events- 1. Clintons agree to testify in House Epstein investigation: Bill Clinton, former President, and Hillary Clinton, former Secretary of State, agreed to appear for depositions before the Republican-controlled House Oversight Committee, averting an immediate contempt showdown later this week. Historically, no former U.S. president has testified before Congress since 1983, with the Clintons' potential appearance in the Epstein probe being nearly unprecedented. (GroundNews) 2. Federal officers in Minneapolis to get body cameras 'effective immediately': "Effective immediately we are deploying body cameras to every officer in the field in Minneapolis," DHS Secretary Kristi Noem wrote on X on Monday. (BBC) 3. The U.S. House is set to vote on a funding bill to end a brief government shutdown, with President Trump urging no changes to secure passage. Key conservatives aligned with Trump after initial resistance, signaling a swift resolution. The deal includes extensions for ICE funding and other priorities. (NBC) -Regulatory and Legal- 1. The Link Between Trump's Fed Pick and Tether's 'Made in America' Stablecoin: Kevin Warsh, President Donald Trump’s nominee to chair the Federal Reserve, helped shape Anchorage Digital, a key player in Tether’s efforts to gain a regulated foothold in U.S. markets. Warsh served as an advisor to Anchorage Digital for years. (decrypt) 2. U.S. Government Takes Control of $400M | 5,113 BTC in Bitcoin, Assets Tied to Helix Mixer: The U.S. government has finalized the forfeiture of over $400 million in cryptocurrency, cash, and property linked to Helix, a major darknet bitcoin mixer, following the conviction of its operator, Larry Dean Harmon. (BitcoinMag) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Binance commits to $1B | 12,777 BTC Bitcoin purchase as an implicit apology for October liquidation meltdown: The move comes wrapped in the language of trust-building: “we hold ourselves to elevated standards,” “we continually improve based on feedback,” and “we're taking another step forward.” The subtext is clear: the world's largest crypto exchange is trying to re-anchor credibility by aligning its most symbolic user-protection pool with Bitcoin, the asset it calls “the foundational asset of this ecosystem and the premier long-term store of value.” (CryptoSlate) -Economic Indicators- 1. Dollar Steadies After 2-Day Rally: The dollar index was little changed at 97.6 on Tuesday, after surging about 1.2% over the previous two sessions, as President Trump’s nomination of Kevin Warsh as the next Fed chair and a strong ISM Manufacturing PMI pushed back expectations for swift cuts in the federal funds rate. (TradingEconomics) 2. S&P Rebounds to Record High: The S&P 500 rose 0.6% rebounding to a fresh record high on Monday, while the Dow gained 1.1% and the Nasdaq 100 advanced 0.7% as US stocks extended gains as pressure from last week’s sharp selloff in precious metals and cryptocurrencies continued to ease, allowing investors to refocus on earnings momentum and large-cap leadership. (TradingEconomics) -Security Concerns- 1. Notepad++ hijacked by suspected state-sponsored hackers: A software update mechanism for the popular text editor Notepad++ was hijacked by suspected Chinese state-sponsored hackers, allowing them to silently redirect some users to malicious update servers, the project’s developers announced on Monday. (RecordedFuture) -Technology and Science- 1. SpaceX acquired xAI in a deal merging Elon Musk's companies, valued at $1.25 trillion, to build orbital data centers. The merger combines space and AI capabilities for advanced infrastructure. (Reuters) 2. OpenClaw Opens the Gates for AI Agents: OpenClaw’s rise this year has been swift and unusually broad, propelling the open-source AI agent framework to roughly 147,000 GitHub stars in a matter of weeks and igniting a wave of speculation about autonomous systems, copycat projects, and early scrutiny from both scammers and security researchers. Unlike ChatGPT, which waits for prompts, OpenClaw agents persist. They wake on a schedule, store memory locally, and execute multi-step tasks autonomously. This persistence is the real innovation. (Decrypt) -Bitcoin Community- 1. Tether launches open-source Bitcoin mining OS to challenge proprietary software: The stablecoin issuer said Monday it has open-sourced MiningOS, or MOS, an operating system designed to manage, monitor, and automate bitcoin mining operations across deployments ranging from small home setups to large industrial sites. Per Tether, MOS is built around a modular, peer-to-peer architecture that allows operators to manage mining activity without relying on centralized services. (TheBlock) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 17/100 (Up 3 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 934,728 DTG/ICOD: 1200Z 02Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Iran Declares EU Armies Terror Groups / Costa Rica Elects Conservative / Pakistan Battles Militants / Left Riots in Italy, Cops Hurt / US Government Shuts Down Again / Epstein Files Provide Fodder / China Officially Targets Reserve Currency Status / UAE Prince Funds Trump's Crypto Biz / Saylor Buys the Dip / Largest Russian BTC Miner Faces Bankruptcy / Are Japan Bonds the Bitcoin Bear Catalyst? / SpaceX Unveils Mars Craft and Schedule- 2028? / Bitcoin Circular Economies Inspire at Bitcoin Beach Market Data: Price: 1 BTC= $77,836, 16.44 oz Gold, 4.162 BTC/Median US House 24hr Hi: $78,409/ Lo: $74,551 Volume: 75B (Even) Mkt Cap: $1.55T (Down 1%) HashRate: .868 ZH/s Avg Fee Rate: 2.0 sats/vBtye (Down .8 sats) ---Reports--- -International Events- 1. Iran Declares European Armies as Terrorist Groups: Iran classified European Union militaries as terrorist organizations in retaliation for the EU's designation of the Islamic Revolutionary Guard Corps. This move escalates tensions amid ongoing U.S.-Iran negotiations and follows explosions in Iran that heightened regional concerns. (France24) 2. Right-wing populist Laura Fernández claims victory in Costa Rica’s election: Conservative populist Laura Fernández claimed victory in Costa Rica’s presidential race, with early results also pointing to her ruling party securing a majority in an election overshadowed by crime and political apathy. Frime-related fears drove thousands of Latin Americans to the polls in recent months, from Ecuador to Chile to Honduras. The region’s struggle against crime is overshadowed by one government in particular: El Salvador and its self-described “dictator” Nayib Bukele. (CNN) (AC-Central and South America are undergoing key changes in many aspects, but mostly moving away from communist ideologies and criminal breeding grounds.) 3. Pakistan forces kill 145 militants in two-day battle after wave of attacks: Pakistani security forces killed 145 militants in a 40-hour battle launched as a series of coordinated gun and bomb attacks across Balochistan left nearly 50 people dead, the province's chief minister said on Sunday. Attackers dressed as ordinary civilians entered hospitals, schools, banks and markets on Saturday before opening fire, Pakistan's junior interior minister Talal Chaudhry said. "In each case, the attackers came in dressed as civilians and indiscriminately targeted ordinary people working in shops," he said, adding militants had used civilians as human shields. (Reuters) (AC-Hamas Oct 7th successes have certainly inspired other terrorist groups.) 4. Over 100 Police Injured as Riots Erupt in Italy over Shut Down of Far-Left Activist Base: Nationwide demonstrations were held on Saturday in response to the eviction of leftists from the so-called “Askatasuna social centre” in December after the building had been occupied by radicals for nearly 30 years and had served as a base of operations for far-left activism in the city. (Breitbart) -US Events- 1. Partial US Govt Shutdown Drags Into Week as Congress Fails To Pass Funding Bill: A partial shutdown of the U.S. federal government entered its third day on Monday after Congress failed to approve a budget funding package before the statutory deadline, with key lawmakers warning that funding votes may still be days away. The shutdown began early Saturday after the House of Representatives did not act on a Senate-approved spending package that would fund most government operations and provide a temporary extension for DHS. (IBTimes) 2. Justice Department Downplays Epstein Charges: A top Justice Department official downplayed the possibility of additional criminal charges from Jeffrey Epstein files, noting troubling photos and emails do not necessarily lead to prosecutions. The department released over 3 million pages of documents, including videos and images. Deputy AG Todd Blanche affirmed the review of Epstein records is complete. (KSAT) -Regulatory and Legal- NSTR -CBDCs/World Currencies/Strategic Reserves- 1. Xi Jinping Elevates the Renminbi to Explicit Reserve-Currency Ambition: In newly published remarks, President Xi Jinping called for the renminbi to attain global reserve currency status, marking the clearest public definition yet of Beijing’s long-stated ambition to elevate its currency within the international monetary system. (Zerohedge) (AC-After key trade talks with Canada, UK and others, China is making a real push now to replace the US dollar as the world reserve currency. With the centralized control of Chinese discipline, a Chinese reserve currency would have quite a different quality than that of the US greenback. Think even more manipulation and coercion than exists now.) -Institutional Concerns- 1. UAE-backed Entity Bought 49% of Trump-Linked Crypto Firm: A UAE-backed entity agreed to purchase a 49% stake in Trump-linked crypto firm World Liberty Financial for $500 million before Trump's inauguration. The deal involved Eric Trump and Sheikh Tahnoon bin Zayed Al Nahyan, making the UAE entity the firm's largest outside shareholder. (WSJ) 2. Michael Saylor's Strategy acquires another 855 BTC for $75 million | 964 BTC as total bitcoin holdings briefly slip underwater: Strategy has purchased another 855 BTC for approximately $75.3 million | 967 BTC at an average price of $87,974 per bitcoin — taking its total holdings to 713,502 BTC. (TheBlock) (AC-Conviction.) 3. Major Russian Bitcoin Miner Faces Bankruptcy: Russia's largest Bitcoin miner, BitRiver, faces insolvency proceedings over a $9.2 million. Its founder is under house arrest for tax evasion. (CoinGecko) -Economic Indicators- 1. Japan bond market chaos threatens unprecedented Bitcoin liquidations as the era of free money ends: Japan spent decades as the world’s best destination for the world's easiest funding trade. You could borrow yen at very low rates, buy almost anything with a higher yield, hedge just enough to feel responsible, and assume the Bank of Japan would keep volatility contained. The 10-year JGB stood around 2.25% on Jan. 28, roughly double what it was just a year ago. All macro desks seemed to be focused only on yen volatility and intervention chatter, which is exactly the kind of catalyst that compresses leverage quickly across markets, hitting Bitcoin first. (CryptoSlate) (AC-If you are looking for a more grounded reason for the Bitcoin price slide in USD, this is it. Smart money looks for mechanistic changes while retail relies on invented, manipulative narratives. DYOR) 2. Treasury Yields Edge Down: The yield on the US 10-year Treasury note fell nearly 2bps to 4.22% on Monday, supported by a broad risk-off mood and a flight from riskier assets. (TradingEconomics) -Security Concerns- NSTR -Technology and Science- 1. SpaceX's Spacecraft Reusable Rocket Built to Take Humans to Mars: Starship achieved orbital flights and precision tower catches by 2025, demonstrating rapid reuse capabilities. Its stainless-steel structure and advanced heat shielding allow repeated Earth reentry while withstanding extreme conditions, setting the stage for interplanetary missions. Mars mission planning involves orbital refueling, in-space docking, and crew transport for long-duration transit. With payloads reaching 100-150 tons per ship, Starship enables colonization infrastructure, from habitats to rovers, and scales toward multi-ship fleets to ensure sustainable human presence on Mars. Initial uncrewed flights in 2026 will validate landing reliability and the deployment of robotic systems. Following successful tests, crewed missions in 2028 transport colonists, habitats, and rovers, using orbital refueling to reduce transit to 3–4 months. (TechTimes) -Bitcoin Community- 1. El Salvador’s Bitcoin Beach Hosts Global Summit: Strategies for Sustainable Bitcoin Circular Economies Emerge: The invite-only summit saw two days of presentations from communities from across the world, from Indonesia to Peru, from Africa to Bolivia. The summit saw an alleged 29 different countries represented among the small crowd of perhaps 60 attendees and speakers. Attendees told stories of incredible success with brick and mortar adoption in countries with failing currencies, of eye-watering transformation, growth, and gratitude from remote communities apparently forgotten by civilization, of hope and good-hearted behavior demonstrated by the long reach of Bitcoin donors and Bitcoin activists, looking to deliver sound money to the furthest reaches of the world. (BitcoinMag) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 14/100 (Down 5 pts) Analyst Comments (AC): See if you can find the report above that better explains the price drop in Bitcoin versus simple FUD. Or not. Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 934,346 DTG/ICOD: 1200Z 30Jan2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Iran Under Pressure / Israel Opens Gaza-Egypt Crossing / S. Africa Expels Israel Dep. Ambassador / Kevin Warsh Nominated For US Fed Chair / Senate Deal Keeps Government Open For Now / Attempted Jailbreak of Mangione is Meme-Worthy / CLARITY Bill Moves Out of Committee / El Salvador Buys...Gold? / Bhutan Moves Bitcoin / Fidelity To Enter Stablecoin Market / Stocks Fall, Bitcoin Drops, Gold, Silver Drop / US Factory Orders Up / Ollama Decentralized AI Everywhere / Google Engineer Convicted For Stealing AI Secrets / Anthropic Tells Pentagon AI Ethics Parameters, DOW Not Happy Market Data: Price: 1 BTC= $82,546, 17.33 oz Gold, 4.162 BTC/Median US House 24hr Hi: $87,929/ Lo: $81,071 Volume: 82B (Up 96%) Mkt Cap: $1.65T (Down 6%) HashRate: .876 ZH/s Avg Fee Rate: 3.0 sats/vBtye (Down .8 sats) ---Reports--- -International Events- 1. Iran Warns of Consequences After EU IRGC Terror Designation: Iran threatened "hazardous consequences" after the EU designated its Revolutionary Guard as a terrorist organization, prompting Tehran to prepare for potential US military action. Protests in Iran continue amid a crackdown that has killed over 6,000, per human rights groups. (CNN) 2. Israel reopening Gaza’s border crossing with Egypt on Sunday after long closure: COGAT, the Israeli military body in charge of coordinating aid to Gaza, said in a statement that starting on Sunday a “limited movement of people only” would be allowed through the Rafah crossing, Gaza’s main gateway to the outside world. (AP) 3. South Africa declares Israel’s deputy ambassador persona non grata, orders him to leave country: The South African Foreign Ministry said that it was expelling Ariel Seidman, the charge d’affaires at the embassy, because of repeated official Israeli social media posts that insulted South African President Cyril Ramaphosa. (AP) (AC-Insulting the sitting president when you are an ambassador to that country is not so diplomatic.) -US Events- 1. President Donald Trump nominates Kevin Warsh as Fed Chair: The president confirmed his pick on Friday to replace the incumbent Jerome Powell when his term ends in May. Warsh's appointment his considered by some to be bearish for risk assets such as BTC given his emphasis on monetary discipline, which could mean higher real interest rates. (CoinDesk) (AC-Even though Warsh has dabbled in some 'crypto' projects in the past, his current proclivities are not clear. As a practiced central banker, control is most likely his default.) 2. Senate Strikes Deal to Fund Government, Averting a Shutdown: Senate Democrats and Republicans agreed to split the bill “funding the Department of Homeland Security (DHS) off from a ‘minibus’ package of five other major funding bills,” he Senate will instead move a stopgap bill known as a continuing resolution (CR) that would fund DHS at current levels until Feb. 13. The two sides had haggled over the length of the CR, with Democrats insisting on the two-week version that won out. (Breitbart) 3. Minnesota Man Impersonates FBI Agent in Failed Jailbreak of Alleged Assassin Luigi Mangione: The attempted jailbreak of Mangione allegedly occurred late Wednesday when 35-year-old Mark Anderson entered the Metropolitan Detention Center in Brooklyn, telling prison workers he had in his possession a court order mandating an unspecified prisoner’s release. When the guards asked Anderson to produce his credentials, he presented to them his Minnesota driver’s license while claiming to be “in possession of weapons,” (NBC/Brietbart) -Regulatory and Legal- 1. Crypto Market Structure Bill Advances Through Senate Agriculture Committee, No Democrats Vote In Favor: The U.S. Senate Agriculture Committee advanced its version of crypto market legislation in a 12-11 vote Thursday, marking a milestone in congressional efforts to finally legislate comprehensive crypto market structure rules. What comes next is a long and procedurally heavy road. The bill must be formally reported, placed on the Senate calendar, and then go through leadership scheduling decisions, potential filibusters, floor amendments, and a 60-vote cloture hurdle before it can pass the Senate with a simple majority. (BitcoinMag) -CBDCs/World Currencies/Strategic Reserves- 1. El Salvador Boosts Gold Reserves with $50 Million | 603 BTC Purchase Amid Bitcoin Strategy: This is only the second gold purchase made by the central bank since 1990 and follows a similar acquisition in September 2025, when El Salvador bought 13,999 troy ounces, also worth about $50 million | 603 BTC at the time. For El Salvador, the move marks a notable shift back toward a traditional reserve asset while continuing its parallel strategy of accumulating Bitcoin. (CoinPedia) 2. The Bhutanese government sent $8.31 million | 101 BTC worth of Bitcoin to QCP Capital: The Royal Government of Bhutan sent 100.82 $BTC worth $8.31M | 101 BTC to #QCP Capital and is likely to send more. (OnChainLLens) (AC-Don't forget that Bhutan mines Bitcoin, so there are valid reasons for occasional selling.) -Institutional Concerns- 1. Wall Street Giant Fidelity Enters Stablecoin Market: Fidelity Investments has entered the stablecoin market with the launch of the Fidelity Digital Dollar (FIDD), a U.S. dollar‑backed token issued on the Ethereum blockchain. Fidelity says the token is designed for both retail and institutional clients, offering real‑time settlement, 24/7 liquidity, and low‑cost treasury management. (BitcoinSensus) -Economic Indicators- 1. Stocks Fall and Bitcoin Crashes to $81K: Bitcoin fell to $81,000 triggering $1.68 billion in crypto liquidations with long positions accounting for 93% of losses. Stock futures declined 0.5-0.7% as investors await Trump’s Friday announcement for new Fed chair pick. (Blockonomi) (AC- Gold and silver also dropped about 10% each last night.) 2. US 10-Year Yield Rises on Warsh Bets: The yield on the 10-year US Treasury note rose nearly 5 basis points to above 4.27% on Friday, continuing this week’s upward trend amid speculation that President Donald Trump will nominate former Fed Governor Kevin Warsh as the next Federal Reserve chair. (TradingEconomics) 3. Wall Street Slips as Microsoft Shock Rekindles AI Valuation Fears: US stocks closed mixed on Thursday after a weak session, with the S&P 500 slipping 0.1% and the Nasdaq falling 0.5%, while the Dow edged 0.1% higher. Losses were driven by a sharp selloff in technology as investors reassessed AI related valuations amid a heavy slate of earnings. Microsoft sank 10% after flagging slower cloud growth alongside a surge in AI infrastructure spending. (TradingEconomics) 4. US Factory Orders Rise Most in 6 Months: New orders for US manufactured goods rose by 2.7% from the previous month to a seasonally adjusted $621.6 billion in November of 2025, rebounding from the revised 1.2% drop in the previous month, the sharpest increase in six months. (TradingEconomics) -Security Concerns- 1. Researchers Find 175,000 Publicly Exposed Ollama AI Servers Across 130 Countries: Ollama is an open-source framework that allows users to easily download, run, and manage large language models (LLMs) locally on Windows, macOS, and Linux. The fact that Ollama, like the recently popular Moltbot (formerly Clawdbot), is hosted locally and operates outside of the enterprise security perimeter, poses new security concerns. This, in turn, necessitates new approaches to distinguish between managed and unmanaged AI compute, the researchers said. (HackerNews) (AC-This threat vector is wound up in the ancient centralized-decentralized battle, with the immediate result of many first users applying these decentralized servers to more nefarious jobs. Look for centralizing overreach soon. Of course these tools can be used for good too.) 2. Former Google Engineer Convicted of Stealing AI Secrets for China: Linwei Ding has been convicted of economic espionage for siphoning Google’s trade secrets to China-based companies. Federal agents arrested Ding in March 2024, accusing him of stealing 500+ confidential AI files while secretly collaborating with China-based companies. Ding built his own AI startup in China, pitched investors on replicating Google’s tech, and applied to a Shanghai government talent program. (Decrypt) -Technology and Science- 1. AI Company Anthropic Refuses Pentagon Demand for Unrestricted Military Access to Claude: Anthropic is in a heated dispute with the U.S. Defense Department over how the military can use its Claude AI system. The conflict threatens to end a contract worth up to $200 million. Anthropic does not want Claude used for domestic surveillance or autonomous weapons targeting. The company requires human oversight for any weapons-related operations. Pentagon officials reject these restrictions. They say the military should be able to use commercial AI technology however it wants. The only requirement should be following U.S. law, not company policies. (Blockonomi) (AC-AI ethics will become a front and center issue in the coming years.) -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 1/100 (Down 10 pts) Analyst Comments (AC): Economic news is climaxing today with major corrections in most markets and the new Fed chair announced. Every situation has it's threats, obligations and opportunities. If one can look ahead with first principles and maybe a few steps ahead, there is opportunity today. Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 934,220 DTG/ICOD: 1200Z 29Jan2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Iran in US Sights / UK's Starmer Hails China / Iran Spies Arrested in Turkey / Feds Put on Leave Over Shooting / Sen. Klobuchar To Run For MN Governor / Deal-making May Keep US Government Open / White House Pushing Crypto Deal on Monday / UK Ministry of Truth Pull Coinbase Ads / Coinbase Matches Trump Baby Bonus in Bitcoin / Nomura Seeks US Bank Status / Fed Holds, Dollar Drops / ICE Using New Tech Too / Clawdbot Chaos Confuses Everyone Market Data: Price: 1 BTC= $87,974, 17.85 oz Gold, 4.162 BTC/Median US House 24hr Hi: $90,439/ Lo: $87,612 Volume: 42B (Even) Mkt Cap: $1.75T (Down 2%) HashRate: .965 ZH/s Avg Fee Rate: 3.8 sats/vBtye (Up .6 sats) ---Reports--- -International Events- 1. US Military Escalates Presence in Middle East Amid Iran Tensions: US President Donald Trump warned Iran that time is running out for a nuclear deal, stating US forces are prepared for potential strikes as an armada arrives in the Gulf. Iran responded by asserting its military is ready with fingers on the trigger, amid reports of US conducting drills and building up forces. Saudi and Israeli officials visited Washington to discuss possible strikes on Iran, while Russia urged talks and warned against force. (Retuers) 2. Starmer and Xi hail a reset in ties, helped by large AstraZeneca investment: Britain's Prime Minister Keir Starmer and China's President Xi Jinping hailed a reset of ties on Thursday, pledging to build an economic partnership with deals including a major investment by AstraZeneca that they said would benefit both countries. Starmer, whose centre-left Labour government has struggled to deliver the economic growth it promised, has made improving relations with the world's second-largest economy a priority, despite misgivings about espionage and human rights. (Reuters) (AC- Canada, UK, BRICS and China. Everyone seems to be kowtowing to the presumed new world leader.) 3. Turkey Arrests Six on Charges of Spying for Iran: The espionage ring was allegedly targeting Incirlik Air Base, a critical facility used by both Turkish and American forces. The alleged spies were coordinating their efforts with Iran’s Islamic Revolutionary Guard Corps (IRGC), a designated terrorist organization. (Breitbart) -US Events- 1. Federal Agents Involved in Alex Pretti Shooting Placed on Leave: Two Border Patrol agents who fatally shot Alex Pretti in Minneapolis were placed on administrative leave pending investigation. Video emerged showing Pretti spitting at agents and damaging their vehicle days prior. (NBC) 2. Klobuchar launches Minnesota governor bid after Walz ends re-election run amid massive fraud scandal: Longtime Democratic Sen. Amy Klobuchar on Thursday formally jumped into the 2026 race for Minnesota governor, three weeks after the stunning move by Gov. Tim Walz to drop his re-election bid amid political fallout from a massive fraud scandal. (Fox) 3. Trump and Schumer Move Toward Possible Deal to Avert a Shutdown: The president and the top Senate Democrat were discussing an agreement to split off homeland security funding from a broader spending package and negotiate new limits on immigration agents. (NYTimes) -Regulatory and Legal- 1. White House to Convene Crypto and Banking Leaders for Legislation: The White House plans a meeting with banking and cryptocurrency executives next Monday to push legislative progress on crypto regulations. (Reuters) 2. UK Regulator Bans Coinbase Ads Over Cost-of-Living Messaging: The ASA upheld 35 complaints against Coinbase's August 2024 campaign featuring satirical ads about housing costs, living expenses, and wage stagnation. The regulator ruled the ads irresponsibly implied crypto could solve financial hardship by pairing economic concerns with "IF EVERYTHING'S FINE DON'T CHANGE ANYTHING" next to Coinbase's logo. (Decrypt) (AC-These ads are simply too truthful for the Ministry of Truth.) -CBDCs/World Currencies/Strategic Reserves- 1. Coinbase to Join Trump Accounts Push, Eyes Bitcoin Payments for Children: Coinbase CEO Brian Armstrong indicated the company intends to support the initiative within Coinbase and with its employees. Armstrong wants to match the federal government’s $1,000 | 0.01 BTC seed money for eligible children and wants to do it in Bitcoin. Trump Accounts are one of the provisions that came out of the One Big Beautiful Bill Act. (BitcoinMag) -Institutional Concerns- 1. Japanese Banking Giant’s Crypto Subsidiary Applies for US Banking Charter: The subsidiary, Laser Digital, is based in Switzerland and owned by the Nomura Group, the Tokyo investment banking and brokerage giant. On Tuesday evening, Laser announced it had filed an application with the U.S. Office of the Comptroller of the Currency to form a national trust bank. The bank, Laser Digital National Trust Bank, would focus on digital assets and offer custody and spot trading services, the company said. (Decrypt) -Economic Indicators- 1. Fed Pauses Rate Cuts: The Fed left the federal funds rate unchanged at the 3.5%–3.75% target range in its January 2026 meeting, in line with expectations, after three consecutive rate cuts last year that pushed borrowing costs to their lowest level since 2022. (TradingEconomics) 2. Dollar Slips as Bessent Boost Fades: The dollar index fell 0.3% to around 96 on Thursday, paring gains from the previous session as the lift from Treasury Secretary Scott Bessent’s reaffirmation of a strong dollar policy proved short-lived. Bessent dismissed speculation of any US intervention to sell the dollar against the yen, in contrast to President Donald Trump’s indications that the administration is comfortable with a weaker greenback.(TradingEconomics) -Security Concerns- 1. ICE Deploys Mobile Facial Recognition App in Field Operations: ICE agents in Minnesota used the Mobile Fortify facial recognition app to scan individuals, including citizens and immigrants, during detentions. The app's non-refusal policy and data access prompted backlash from privacy advocates. (TheGuardian) 2. Clawdbot Chaos: A Forced Rebrand, Crypto Scam and 24-Hour Meltdown: A few days ago, Clawdbot was one of GitHub’s hottest open-source projects, boasting more than 80,000 stars. It's an impressive piece of engineering that lets you run an AI assistant locally with full system access through messaging apps like WhatsApp, Telegram, and Discord. Today, it’s been forced into a legal rebrand, overrun by crypto scammers, linked to a fake token that briefly hit a $16 million | 182 BTC market cap before collapsing, and criticized by researchers who found exposed gateways and accessible credentials. (Decrypt) -Technology and Science- NSTR -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 26/100 (down 3 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 934,086 DTG/ICOD: 1200Z 28Jan2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Trump Says Dollar Decline Is “Great” / CIA Takes Lead in Venezuela / South Korean First Lady Sentenced / Russian Drones Hit Ukraine Train / Rep. Omar Sprayed With Liquid / State Dems Scramble to Legislate Against ICE / Amazon to Lay off 16,000 / South Dakota Intros New SNR Bill / Stake N Shake Buys More BTC / Morgan Stanley, Others Get Into Crypto, Bitcoin / Fed Meets Today, Dollar Down, Stocks Up / China Hackers Infiltrated UK Leaders For Years / Is TikTok Censoring Now? / Almost 40% of US Stores Take Bitcoin Now Market Data: Price: 1 BTC= $90,092 , 20.93 oz Gold, 4.162 BTC/Median US House 24hr Hi: $90,206/ Lo: $87,228 Volume: 42B (Up 15%) Mkt Cap: $1.79T (Up 2%) HashRate: .814 ZH/s Avg Fee Rate: 3 sats/vBtye (Up .2 sats) ---Reports--- -International Events- 1. CIA Plans Permanent Footprint in Venezuela as U.S. Influence Grows: 'State Plants the Flag but the Agency Is Really the Influence': U.S. officials may initially operate from a CIA annex before the reopening of an embassy, enabling informal contacts with government factions, opposition figures and potential threats, according to the source. CIA Director John Ratcliffe traveled to Caracas earlier this month to meet interim president Delcy Rodríguez and conveyed that Venezuela could no longer serve as a safe haven for adversaries such as China, Russia and Iran. (IBTimes) (AC-Gunboat diplomacy has evolved with the times, but the fundamentals don't.) 2. South Korea’s former first lady sentenced to 20 months in prison for corruption: The wife of South Korea’s ousted President Yoon Suk Yeol was sentenced to 20 months in prison for corruption Wednesday, as her husband awaits a verdict on a high-stakes rebellion charge that could result in the death penalty or life imprisonment. (AP) 3. Russian forces conducted drone strikes on a passenger train in north-eastern Ukraine, killing five people and injuring others, as condemned by President Zelensky. Additional attacks killed at least three more in other regions. Officials reported the train was packed at the time of the incident. (BBC) -US Events- 1. 'I don't let bullies win': US congresswoman Omar defiant after substance thrown at her: Minnesota congresswoman Ilhan Omar was attacked with an unknown substance at an event she was hosting on Tuesday, when an audience member used a syringe to spray liquid at her, Minneapolis police said. Authorities have not yet identified what the liquid was. According to a BBC journalist in the room, it had a sour smell similar to a chemical product. Anthony James Kazmierczak, 55, has been charged with third-degree assault and is being held in custody, the local sheriff's office said. (BBC) 2. As Minneapolis Rages, Legislators Move to Restrict ICE in Their States: Democratic legislators across the country, aided by libertarian groups, are redoubling their efforts to restrict and challenge federal immigration tactics in their states. Democratic-backed legislation that would allow civil rights claims against ICE agents in state courts also is being considered in states including California, New York, Virginia, Maryland and Connecticut. (NYT/Reuters) 3. Amazon announced layoffs of 16,000 employees globally to address over-hiring from the pandemic era and to fund expansion in artificial intelligence tools. The company accidentally sent an internal email confirming the cuts prematurely. (Reuters) -Regulatory and Legal- 1. Chinese National Gets 46 Months in Prison for $37 Million Crypto Scam Targeting Americans: Jingliang Su, a Chinese national, pleaded guilty to one count of conspiracy to operate an illegal money transmitting business, was also ordered to pay restitution of more than $26.8 million. “This defendant and his co-conspirators scammed 174 Americans out of their hard-earned money,” said Assistant Attorney General A. Tysen Duva. (Decrypt) -CBDCs/World Currencies/Strategic Reserves- 1. **Trump Says Dollar Decline Is “Great” as the Currency Continues to Slide: The trigger this time wasn’t inflation data, jobs numbers, or a central-bank surprise. It was a signal from President Donald Trump that a weaker currency is not only acceptable, but welcome. For investors, the takeaway was simple: there is no political backstop for the greenback. Trump’s remarks reinforced a growing perception that competitiveness and exports matter more to the current administration than exchange-rate optics. Foreign investors have not staged a dramatic exit from US assets. Instead, the shift has been gradual and persistent. Funds are flowing into gold at record prices, into emerging markets, and into non-dollar currencies offering stability without political noise. (Coindoo) (AC-A longer-than-normal report, but this is a turning point in world affairs. If USG entities are no longer artificially supporting the greenback as the world's reserve currency (Trump, Fed, etc.), then the snowball of effects are not far off. Only hard assets can survive this imminent turning, the hardest of which is Bitcoin.) 2. South Dakota Proposes Bill Allowing State to Invest in Bitcoin: South Dakota Republican Rep. Logan Manhart has introduced House Bill 1155, a proposal that would permit the state to invest public funds in Bitcoin. Security is a central focus of the proposal. Any BTC held by the state would require a private key exclusively controlled by the Investment Council, stored in encrypted, hardware-secured environments across at least two geographically separated, secure locations. (BitcoinMag) -Institutional Concerns- 1. Steak 'n Shake Adds $5M | 55.68 BTC Bitcoin: Restaurant chain Steak 'n Shake purchased $5 million | 55.68 BTC in Bitcoin for its corporate treasury. This is their second BTC purchase this month. (CoinGecko) 2. Morgan Stanley Appoints Amy Oldenburg as Head of Digital Asset Strategy: Morgan Stanley has named Amy Oldenburg, a 20+-year veteran at the bank, as head of its newly created Digital Asset Strategy. The appointment follows the bank’s recent filing to list spot Bitcoin and Solana ETFs, plus its plan to launch a proprietary digital wallet later this year. Separately, Morgan Stanley is expanding its team across digital asset-related roles, including portfolio governance and compliance consulting for crypto and digital assets functions. (Lookonchain) -Economic Indicators- 1. Dollar Hits 4-Year Low on Trump Remarks: The dollar weakened for a fifth straight session to 96 on Wednesday, reaching a new four-year low, as President Trump said he was not concerned about the currency’s recent decline, adding that it had not fallen too much. (TradingEconomics) 2. Fed Set to Pause Rate Cuts: The Federal Reserve is widely expected to leave the federal funds rate unchanged at the 3.5%–3.75% target range in its January 2026 meeting, pausing its easing cycle after three consecutive rate cuts last year. (TradingEconomics) 3. S&P 500 Rises to Record High: Heavyweight tech stocks carried US equity indices on an otherwise negative session on Tuesday on mostly a positive earnings prospective in the sector. The S&P 500 rose 0.5% to set a fresh record and the Nasdaq 100 jumped 1%. (TradingEconomics) -Security Concerns- 1. Chinese Hackers Reportedly Breached Phones At "Heart of Downing Street": U.S. intelligence agencies believe the breaches began as early as 2021, though they were publicly revealed in 2024. Former U.S. national security adviser Anne Neuberger said the “Chinese gained access to networks and essentially had broad and full access,” allowing them to “geolocate millions of individuals” and “record phone calls at will.” (ZeroHedge) -Technology and Science- 1. Are TikTok 'Glitches' Silencing Anti-Trump, Anti-ICE Voices? Experts Warn Users' Fears May Be Real: TikTok is facing renewed scrutiny as users report upload failures and message blocks involving videos critical of ICE and references to Jeffrey Epstein. Some users are currently concerned about the potential political censorship rather than simple technical errors on the platform. Media and technology scholars argue that repeated errors affecting the same political themes indicate possible algorithmic or systemic bias. (TechTimes) -Bitcoin Community- 1. 39% of U.S. Merchants Now Accept Crypto, PayPal Survey Finds: The survey, which polled 619 payment decision-makers across retail, e-commerce, hospitality, luxury goods, and digital gaming sectors, highlights customer demand as the primary driver of adoption. Nearly nine in ten merchants (88%) report receiving inquiries from customers about paying with cryptocurrency, and more than two-thirds (69%) say customers request these payments at least once a month. (BitcoinMag) (AC-This is the lever of adoption for Bitcoin- Bitcoiners making simple inquiries and organizations like Square making the platforms easier.) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 29/100 (Even) Analyst Comments (AC): **Seriously, read the report above about the lack of USG support for the US Dollar. Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 933,973 DTG/ICOD: 1200Z 27Jan2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: India-EU Clinch Trade Deal / Trump Raises South Korea Tariffs / Portugal Seizes Cocaine Sub Off Azores / UK's Starmer Courts China / US Winter Storm Kills 30, Many Still Powerless / CBP Chief Bovino Pulled From MN / US Carrier in Iran Range / New Zealand to Teach Bitcoin / AZ to Drop Crypto Taxes / China May Hold More Bitcoin Than US / Japan Company BTC Treasuries Seek Compliance / MSTR Add More / Dollar Down, Stocks Up / Bitcoin Devs Are Risk, Says Saylor / Ireland Gov. To Use Spyware / Bitcoin Hiring Up Market Data: Price: 1 BTC= $87,877, 17.91 oz Gold, 4.62 BTC/Median US House 24hr Hi: $88,834/ Lo: $87,019 Volume: 37B (Down 23%) Mkt Cap: $1.75T (Even) HashRate: .882 ZH/s Avg Fee Rate: 2.8 sats/vBtye (Even) ---Reports--- -International Events- 1. India and EU clinch the ‘mother of all deals’ in a historic free trade agreement: “This agreement will bring major opportunities for the people of India and Europe,” India’s Prime Minister Narendra Modi said in a virtual address to an energy conference. “It represents 25% of the global GDP and one-third of global trade.” India and the EU also agreed on a framework agreement for deeper defense and security cooperation, and a separate pact aimed at easing mobility for skilled workers and students, signaling their partnership extends beyond commerce. (AP) 2. Trump Raises Tariffs on South Korea: President Trump increased U.S. tariffs on South Korean imports, including automobiles and pharmaceuticals, from 15% to 25%, citing Seoul's failure to enact a trade agreement from last year. (Reuters) 3. Portugal Seizes 9 Tons of Cocaine from Narco-Sub with U.S. and U.K. Help: Portuguese law enforcement officials on Monday announced they seized a narco-submarine off the Azores islands carrying a record-breaking nine tons worth of Europe-bound cocaine. “The semi-submersible was intercepted on the high seas, about 230 nautical miles from the Azores, in extremely difficult and dangerous conditions due to adverse weather conditions,” the statement read. (Breitbart) 4. UK's Starmer heads to China to repair ties as he navigates tensions with US: Prime Minister Keir Starmer will fly to China on Tuesday on the first visit by a British leader in eight years, in a bid to mend ties with the world's second-largest economy and reduce its dependence on an increasingly unpredictable United States. (Reuters) (AC-First Canada, now UK, are courting the possible next global hegemon. Tyrannical tendencies are also coalescing in over-controlling allies.) -US Events- 1. Deadly U.S. Winter Storm: A severe winter storm caused at least 30 deaths across multiple states, with freezing temperatures leading to power outages affecting nearly 200,000 homes. Thousands of flights were canceled, and officials warned of continued hazards from ice and snow. The storm pummeled the Northeast after sweeping through the Midwest and South. (CNN) 2. Border Patrol commander Bovino, some agents to leave Minnesota: Border Patrol Commander at Large Greg Bovino’s departure from Minnesota is imminent, according to reports from ABC News and the Associated Press. Some Border Patrol agents currently stationed in Minneapolis are expected to leave as well. (KSTP/AP) (AC-It's obvious a deal was worked out between Trump, Walz and Frey. It remains to be seen what are the details.) 3. US carrier strike group is now in the Middle East region: The USS Abraham Lincoln carrier strike group is now in the Indian Ocean, putting it closer to assist in any potential US operations targeting Iran. President Donald Trump continues to consider options for striking Iran, but there is no indication any decision has been made. (CNN) -Regulatory and Legal- 1. New Zealand Moves to Teach Bitcoin as Part of Financial Literacy: Bitcoin and digital currency education will be introduced across Years 1–10 and the program will be fully mandatory by 2027. The move positions New Zealand as one of the most proactive countries in crypto education. (Coindoo) 2. Arizona Lawmakers Advance Bill to Exempt Crypto From Property Taxes: The Arizona Senate Finance Committee voted 4–3 to advance Senate Bill 1044, which would exempt virtual currency from property taxation, alongside Senate Concurrent Resolution 1003 (S.C.R. 1003), which proposes a constitutional amendment to formalize that exemption. (Decrypt) -CBDCs/World Currencies/Strategic Reserves- 1. China’s Bitcoin Reserves Approach U.S. Levels Despite Crypto Ban: China’s Bitcoin reserves are widely understood to stem from large-scale law enforcement seizures tied to illicit activity rather than open-market purchases. China’s rising Bitcoin position stands in stark contrast to its official stance on crypto. While the country promotes state-controlled digital finance through its central bank digital currency initiatives, it continues to ban decentralized cryptocurrencies for public use. (CoinDoo) -Institutional Concerns- 1. Animoca Brands Japan, RootstockLabs plan Japanese institutional Bitcoin treasury product: Animoca Brands Japan has entered a new collaboration with Rootstock Labs to develop Bitcoin-native treasury tools for Japanese corporations looking to manage digital assets more actively. For Japanese companies adopting digital assets, security, governance, and compliance continue to be top priorities. (CryptoNews) 2. Strategy Adds 2,932 BTC: Strategy (MSTR) acquired approximately 2,932 BTC last week. This increases their total treasury holdings to around 712,647 BTC. (CoinGecko) (AC-That's a lot of BTC!) -Economic Indicators- 1. Dollar Languishes at Over 4-Month Lows: The dollar index held around 97 on Tuesday after falling for three straight sessions, hovering near its weakest level in over four months as the Federal Reserve’s two-day policy meeting gets underway later in the day. (TradingEconomics) 2. US Stocks Start Busy Week Strong: The S&P 500 rose 0.6%, the Dow gained 0.7%, and the Nasdaq added 0.5% on Monday as investors positioned ahead of a heavy earnings and policy week. (TradingEconomics) -Security Concerns- 1. 'Ambitious Opportunists' Are 'Greatest Risk' to Bitcoin, Says Strategy's Michael Saylor: Michael Saylor believes ambitious developers pose the biggest risk to Bitcoin, as they may introduce unknown risks by neglecting cybersecurity while focusing on new features. Saylor emphasizes the importance of defending the network rather than making unnecessary protocol changes. (Decrypt) 2. Ireland plans law allowing law enforcement to use spyware: The Irish government plans to draft legislation that would make it legal for law enforcement to use spyware, a top official said this week. Jim O’Callaghan, minister of justice for home Affairs and migration, said on Tuesday that it is necessary for Ireland to strengthen “lawful interception powers” and “create a legal basis for the use of covert surveillance software” to better fight serious crime and security threats. (RecordedFuture) -Technology and Science- NSTR -Bitcoin Community- 1. US Dominates Bitcoin Hiring in 2025 as Singapore Jumps 158%: Bitvocation’s 2025 Bitcoin jobs report has just been released, and it shows continuing growth for the industry, as non-developer roles gain steam and Bitcoin-only companies grow 5% to become 47% of the broader crypto job market. Bitvocation counts a total of 1,801 jobs; 6% more than 2024’s 1,707 jobs report findings. Bitcoin-only companies grew 5% from 2024, vs 53% of Bitcoin-adjacent jobs. (BitcoinMag) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 29/100 (Up 9 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 933,847 DTG/ICOD: 1200Z 26Jan2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: China Purges Military Leaders / Iran Protester Crackdown Unprecedented / Ferry in Philippines Sinks / Snow, Ice Storm Affects Half of US / Shooting in MN Ignites / Insurgency Tactics Used in MN / Tax Exemptions for Bitcoin in Other Countries / Fed May Intervene in Yen / BTC ETFs Outflow / Silver Market Cap 3.5x Bitcoin /Social Media AI Swarms Next Truth Threat / Gmail Accounts Leaked / BIP-110 Picks Up / Hashrate Down Due to Storm Market Data: Price: 1 BTC= $87,656, 20.30 oz Gold, .21 Median US House 24hr Hi: $88,839/ Lo: $86,003 Volume: 48B (Up 167%) Mkt Cap: $1.75T (Down 1%) HashRate: .8 ZH/s Avg Fee Rate: 2.8 sats/vBtye (Up 1 sats) ---Reports--- -International Events- 1. Why China’s swift ousting of Zhang Youxia is a sharp warning on party purity from Xi: The sudden removal of China’s two most senior generals is believed to be a stark warning underscoring President Xi Jinping’s zero-tolerance focus on Communist Party discipline and political purity. Zhang Youxia, first-ranked vice-chairman of the Central Military Commission (CMC) and China’s top uniformed officer, was under investigation for serious disciplinary violations, as was Liu Zhenli, chief of the CMC’s Joint Staff Department. (SCMP) (AC-Military leadership in China has only one exit path, and it's not retirement.) 2. Iran Crackdown Among Deadliest in Modern Times; 36,000+ Dead, Hospital Executions, Stuffed Alive in Body Bags: A two-day crackdown that new reporting says killed as many as 36,500 Iranians — a death toll placing it among the deadliest short-term mass killings documented in modern history — followed an order by Iran’s Supreme Leader Ali Khamenei to mercilessly crush nationwide protests “by any means necessary,” including accounts of wounded civilians executed inside hospitals, living victims stuffed in body bags, and a surgeon who described the scenes as a “nightmare” unlike anything he had seen. (Breitbart) 3. Philippines Ferry Sinking: The MV Trisha Kerstin ferry sank in the Philippines, carrying approximately 300 passengers. Eighteen people were confirmed dead, and 24 passengers remain missing as the local coast guard continues its search. (BBC) -US Events- 1. Snow, Sleet, Ice and Power Down as Monster Winter Storm Smashes 180M+ Americans: AP reports widespread heavy snow, sleet and freezing rain threatened nearly 180 million people — more than half the U.S. population — in a path stretching from the southern Rocky Mountains to New England. Nearly a million customers across the South were without power on Sunday evening, as the effects of the weekend's massive weather system began to take hold. Tennessee, Mississippi, Louisiana and Texas were among the hardest hit. (Various) 2. Minneapolis Fatal Shooting: A fatal shooting occurred in Minneapolis involving Alex Pretti, a nurse, who was killed by federal agents. The incident followed clashes between anti-ICE agitators and federal agents at a hotel, where agents deployed tear gas and flashbangs. Trump confirmed that his administration would conduct a federal review of the shooting, including examining all aspects of the event. (Fox) 3. Left-Wing Activists Run Shadow Police Force On Signal To Target ICE In Minneapolis: New reports from citizen journalists suggest the alleged ICE obstruction may have extended well beyond just rhetoric at press conferences and on social media. Each area of the city has a Signal group, or in some cases multiple groups. According to Higby, the group's core operations include organizing mobile patrols that continuously search for suspected federal vehicles. When a vehicle is flagged, its details are shared with designated "plate checkers," who cross-reference the information against a database of known federal assets and update the records if a match is confirmed. "Dispatch runs a maxed-out call all day, telling protesters where ICE has been spotted and how they can best be impeded," he said.(ZeroHedge) (AC-The insurgency in Minneapolis is being run very efficiently, even including SALUTE reporting, standard cell structures, effective doxxing, training manuals, and impeding operations.) -Regulatory and Legal- 1. Dubai and other countries offer tax exemptions for Bitcoin; US taxation will weaken plans to become a "Bitcoin superpower": Pierre Rochard, a director at the Bitcoin treasury firm Strive, stated that Dubai, El Salvador, Thailand, Puerto Rico, Singapore, and Germany (after holding for a full year) have not taxed Bitcoin, making a US tax on Bitcoin "unjustified." Rochard called the proposed policy a poor choice, undermining Trump's "Bitcoin superpower" plan. (PANews) -CBDCs/World Currencies/Strategic Reserves- 1. Fed Plans Dollar-Yen Moves: The U.S. Federal Reserve is reportedly preparing to sell dollars and buy Japanese yen, marking a rare move not seen this century. The New York Fed has conducted rate checks, a key step that typically precedes currency intervention. Analysts note that historical instances of joint interventions often lead to a surge in global asset prices, including cryptocurrencies. (Blockonomi) -Institutional Concerns- 1. Global crypto ETPs log $1.7 billion in weekly outflows as bearish macro sentiment spurs largest withdrawal since November: The reversal almost fully unwound the $2.2 billion of inflows recorded a week earlier, a signal of the speed at which institutional positioning turned amid a deteriorating macro and price backdrop. (CoinShares) -Economic Indicators- 1. Bitcoin Market Cap was ahead of Silver six months ago, now only 28% of it: Silver spot prices surged past $110 per ounce on Wednesday, pushing the commodity’s total market capitalization to $6.149 trillion. That marks a 257% year-over-year jump, lifting silver to the world’s second-largest mainstream asset by market cap. Meanwhile, Bitcoin fell 14%, with its market cap now at $1.754 trillion making silver’s value 3.5x that of Bitcoin. (Lookonchain) 2. US 10-Year Yield Slips Ahead of Fed: The yield on the US 10-year Treasury note fell to around 4.22% on Monday, marking a one-week low as investors positioned ahead of the Federal Reserve’s upcoming policy decision, where rates are widely expected to remain unchanged. (TradingEconomics) -Security Concerns- 1. AI 'Swarms' Could Escalate Online Misinformation and Manipulation: The era of easily detectable botnets is coming to an end, according to a new report published in Science on Thursday. In the study, researchers warned that misinformation campaigns are shifting toward autonomous AI swarms that can imitate human behavior, adapt in real time, and require little human oversight, complicating efforts to detect and stop them. (Decrypt) 2. 48 Million Gmail Usernames And Passwords Leaked Online: A database of 149 million compromised credentials, including those for an estimated 48 million Gmail accounts, has been leaked online. “The publicly exposed database was not password-protected or encrypted,” (Forbes) -Technology and Science- NSTR -Bitcoin Community- 1. Bitcoin nodes running BIP-110 crosses 2% as spam wars heat up: Nodes signaling support for BIP-110, a temporary soft fork limiting the amount of data included in each transaction at the consensus level, rose to 2.38%. 583 out of 24,481 nodes are running BIP-110, and the primary node software implementation for running the soft fork proposal is Bitcoin Knots. (CoinTelegraph) 2. Storm Halves Bitcoin Hashrate: US winter storm "Fernan" caused Foundry USA's Bitcoin mining hashrate to drop 60%, taking 200 EH/s offline and slowing block production. (CoinGecko) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 20/100 (Down 4 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 933,523 DTG/ICOD: 1200Z 23Jan2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: US Leaves WHO / Carny Pisses Off Trump / 3 Journos Killed in Gaza / Diplomatic Ties Opened in Venezuela / Mexico Eyes Reconquista / Friday Biz Closures in Minneapolis / ICE Memo Raises 4th Amendment Issues / FTX's Ellison Freed / New Coinbase Board Addresses Quantum Threats / Trump Sues JPMorgan Over De-Banking / Kansas Looks at SBR / Fed May Consider Bitcoin as Economic Variable / Stocks Up / Bitcoin Stolen From S Korean Prosecutors / MSFT 365 Down Market Data: Price: 1 BTC= $89,183, 20.30 oz Gold, .21 Median US House 24hr Hi: $90,220/ Lo: $88,438 Volume: 36B (Down 25%) Mkt Cap: $1.78T (Down 1%) HashRate: 1 ZH/s Avg Fee Rate: 1 sats/vBtye (Even) ---Reports--- -International Events- 1. United States Completes WHO Withdrawal: The U.S. HHS and the U.S. Department of State today announced the United States’ completion of its withdrawal from the World Health Organization (WHO) due to the organization's mishandling of the COVID-19 pandemic that arose out of Wuhan, China, its failure to adopt urgently needed reforms, and its inability to demonstrate independence from the inappropriate political influence of WHO member states. (HHS) 2.Trump Rescinds Canada’s Invitation to Join His ‘Board of Peace’: The president appeared to be lashing out in response to stark, high-profile remarks by Prime Minister Mark Carney of Canada that rejected Mr. Trump’s efforts to dismantle the international order. (NYTimes) 3. 3 Journalists killed in Israeli airstrike in Gaza, including cameraman who worked with CBS: An Israeli airstrike killed three journalists in Gaza on Wednesday, the territory's civil defense agency said. One of those killed, Abed Shaat, had worked for years as a cameraman for CBS News and other outlets. According to an eyewitness, the journalists were using a drone to take images of aid distribution by the Egyptian Relief Committee in the Gaza Strip when a strike targeted a vehicle accompanying them, AFP reported. (CBS) (AC-It seems the IDF saw a drone over Gaza, apparently without authorization, and an aircraft targeted the pilots.) 4. Laura Dogu, The New U.S. Ambassador To Venezuela, Is a Veteran Of Regional Security Policy: Dogu brings decades of experience in Latin America and national security policy. The announcement comes as U.S. diplomats have begun preparations to reopen the U.S. embassy in Caracas, which has been closed since 2019. (IBTimes) (AC-Restoration of diplomatic ties was quick, albeit with quite a bit of increased influence.) 5. Mexican President Admits That Mass Migration Is a Tool to Reclaim and Conquer America’s Southwest: Former Mexican President Andrés Manuel López Obrador, commonly known as AMLO, and his protege and current Mexican President Claudia Sheinbaum have both publicly embraced the concept of "Reconquista" and actively discouraged Mexican Americans, including Mexicans illegally present in the United States, from assimilating or in any way embracing American identity. (Breitbart) (AC-This claim comes from various sources in Mexico, but with low-medium confidence as any overt admission of Reconquista would be politically damaging to US-Mexico relations. ) -US Events- 1. Economic blackout in Minnesota to protest against ICE: ‘No work, no school, no shopping’: A “no work, no school, no shopping” blackout day of protest was kicked off by community leaders, faith leaders and labor unions on Friday in protest against the Immigration and Customs Enforcement (ICE) surge in the state. Dozens of local businesses in Minnesota have announced closures in solidarity. The Minneapolis City Council endorsed the day of action and the general strike. The day of action culminates with a march in downtown Minneapolis at 2pm local time. (Guardian) (AC-Watch for bully tactics for those businesses staying open.) 2. New ICE policy allows officers to enter homes without a judge’s warrant: The internal memo, which was issued in May 2025 but revealed by a whistleblower complaint and first reported by the Associated Press on Wednesday, authorizes ICE officers to forcefully enter homes using only administrative warrants, essentially bypassing the neutral, third-party arbiters who would have reviewed evidence before signing a judicial warrant. (CNN) (AC-The memo is being excoriated in the public, but a nuanced understanding of judicial vs. administrative warrants is needed to clearly comprehend the issue. Very concerning for freedom and privacy-minded folks, nonetheless.) -Regulatory and Legal- 1. Former FTX, Alameda Exec Caroline Ellison Released From Prison: Caroline Ellison, former co-CEO of FTX-affiliated firm Alameda Research, has been released from federal custody after serving 14 months for her involvement in the FTX fraud scandal. Ellison, sentenced to 24 months in prison in 2024, cooperated with prosecutors in the case against Sam Bankman-Fried, founder and CEO of the defunct crypto exchange. (Guardian) 2. Coinbase Establishes Advisory Board to Tackle Future Quantum Threats to Bitcoin: Coinbase is forming an independent advisory board to address future quantum threats to blockchains like Bitcoin and Ethereum. The board will assess risks, issue guidance, and provide analysis on quantum computing developments. (Decrypt) (AC-The lack of Bitcoin leadership (a feature) is untenable for larger entities. Advisory committees are welcome for Bitcoin, but regulatory ones, not so much.) 3. Trump Sues JP Morgan for $5 Billion, Claiming Debanking Due to Political Reasons: President Donald Trump filed a $5 billion | 56,148 BTC lawsuit against JP Morgan, alleging the bank closed his accounts due to political reasons. The lawsuit accuses JP Morgan of debanking Trump and his businesses in early 2021 for political and social motivations. (Decrypt) (AC-The US is the world's most litigious country. Legal power is one of the highest forms of power here, Trump knows this.) -CBDCs/World Currencies/Strategic Reserves- 1. Kansas bitcoin reserve bill advances to Senate financial institutions committee: The bill would establish a "bitcoin and digital assets reserve fund" within the state treasury. Unlike other state proposals to purchase bitcoin directly, this fund would be seeded solely with airdrops and staking rewards generated from digital assets deemed abandoned under Kansas law. (TheBlock) (AC-Nuance needed here.) -Institutional Concerns- 1. Bitcoin hits Federal Reserve’s 2026 stress tests, creating a massive capital risk for banks: Pierre Rochard's call for the Federal Reserve to integrate Bitcoin into its stress tests came at an unusual moment: the Fed is soliciting public comment on its 2026 scenarios while simultaneously proposing new transparency requirements for how it builds and updates those models. The Fed won't mainstream Bitcoin because a former strategy chief asks nicely. But if bank exposures to Bitcoin through custody, derivatives, ETF intermediation, or prime-brokerage-style services become large enough to move capital or liquidity metrics in a repeatable way, the Fed may eventually be forced to model BTC price shocks the same way it models equity drawdowns or credit spreads. It would signal that Bitcoin had become too embedded in regulated balance sheets to ignore. (CryptoSlate) (AC-The observation is that the US Fed will have to orient around Bitcoin as an economic variable. This is economic debate fodder that will have an effect on MMters, Keynesians, and central bankers.) -Economic Indicators- 1. US Stocks Leap Amid Easing Geopolitical Fears: US stocks rallied on Thursday as easing Greenland tensions and solid domestic data lifted sentiment, with the Nasdaq and the Dow gaining 0.7% each, while the S&P added 0.6% as earlier losses were retraced after President Trump stepped back from new tariff threats against Europe and pointed to a future framework agreement on Greenland. (TradingEconomics) -Security Concerns- 1. 48 Million in Seized Bitcoin Stolen from South Korean Prosecutors in Phishing Attack: The Gwangju District Prosecutors’ Office has confirmed the loss of Bitcoin valued at approximately 70 billion won, equivalent to $48 million | 538 BTC. The Bitcoin in question was originally seized in connection with an illegal gambling investigation. Prosecutors had confiscated the digital assets as criminal proceeds under existing property laws. The cryptocurrency was stored on portable USB devices rather than institutional custody solutions. During a regular inspection of confiscated financial assets, prosecution officials accessed what they believed was a legitimate website. However, investigators were inadvertently connected to a fraudulent phishing site. (Blockonomi) (AC-Sounds like an "Ocean's 11"-type theft. Re-theft? Anyway, humans are the weakness here.) -Technology and Science- 1. Microsoft 365 Outage Cripples Outlook and Teams as Millions Struggle to Work Online: The issues reportedly began around 11:37 a.m. PT and persisted into the evening, leaving businesses and employees struggling to access essential tools. Microsoft has yet to provide an estimated time for full service restoration. While Microsoft has not shared a public timeline for resolution, users and IT teams can monitor the Microsoft 365 Admin Center. (TechTimes) -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 24/100 (Up 4 pts) Analyst Comments (AC): The pendulum will swing again in US politics, yet the fundamental shift of power being centralized will not end anytime soon. Plan now and accordingly. Support all decentralized freedom tech efforts and policies. Practice self and local power expressions often. Organize to keep fundamental freedoms as long as possible. Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩