
BTC Daily Intelligence Bulletin (DIB)
Block: 923,289
DTG/ICOD: 1200Z 12Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: Two Blasts, Two Capitals, One Worry / Venezuela Gears Up For Defense / G7 Meets in Canada / US Senate Passes Bill Ending Shutdown / US Troops Training In Panama Jungles / DOJ Launches Investigation Over Antifa-Linked UC Berkeley Protest / Shutdown Bill Includes Cyber Sharing Law / Visa Launches USDC Rails / BTC ETFs Inflow / CleanSpark Borrows More to Buyback / Jobs Report Weak, Stocks Strong / China Says US Hacked Bitcoin Wallets / Square Retailers Taking Bitcoin Now / $105K to Send $10 Bitcoin
Market Data: Price: 1 BTC= $104,996, 25.41 oz Gold, .24 Median US House
24hr Hi: $105,297 / Lo: $102,457
Volume: 63B (Down 7%)
Mkt Cap: $2.09T (Up 1%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 66%)
---Reports---
-International Events-
1. Two blasts a day apart in India and Pakistan’s capitals fray regional nerves in an already tense year: In a bustling Delhi neighborhood, forensics teams combed through the charred skeleton of a car. Less than 24 hours later, the air outside Islamabad’s judicial complex was thick with the aftermath of a suicide bomb. A suicide bombing in Islamabad on Tuesday killed at least 12 people and injured 20 more, marking the deadliest such attack to strike the Pakistani capital in nearly two decades. It came just a day after a rare car explosion tore through a historic Delhi neighborhood, killing at least 10 and leaving more than a dozen wounded. (CNN)
2. Venezuela mobilizes troops, weapons in response to US warship buildup in Caribbean: On Tuesday, Venezuela announced a massive mobilization of the Bolivarian National Armed Forces, Bolivarian Militia, and police, with Padrino López saying, 'The aggression will be responded to with national unity.' The buildup, which the government has termed "prolonged resistance," involves small military units at more than 280 locations carrying out acts of sabotage and other guerrilla tactics. (Fox)
3, Top diplomats from G7 countries meet in Canada as trade tensions rise with Trump: U.S. officials said Rubio, who also may have meetings with other G7 counterparts and at least one of the invited non-G7 foreign ministers, would be focused on initiatives to halt fighting in Ukraine and Gaza, maritime security, Haiti, Sudan, supply chain resiliency and critical minerals. (AP)
-US Events-
1. Senate Passes Bill to End Government Shutdown: The U.S. Senate approved funding legislation yesterday, with an 85-11 vote to end the 41-day shutdown, including $100 billion in disaster aid. The bill maintains current spending levels and secures SNAP benefits through March 2026. It now moves to the House for a vote, with bipartisan support expected despite some opposition. (Reuters)
2. US Troops Train For Jungle Warfare In Panama, First Time In Decades: The ABC report said that US soldiers and Marines are participating in a three-week training course once called “Green Hell” due to the similarities to combat in Vietnam at the Base Aeronaval Cristóbal Colón, formerly known as Fort Sherman. The jungle training course at the base was shuttered in 1999 when the US pulled troops out of the country as part of a deal to cede control of the Panama Canal to the Panamanian government. (ZeroHedge)
3. DOJ Launches Investigation into UC Berkeley over Antifa ‘Mob Violence’ at TPUSA Event: "The U.S. Department of Justice, Civil Rights Division has recently become aware of concerning incidents occurring on your campus at the University of California (UC), Berkeley on or about November 10, 2026. These events may implicate the University of California’s commitment to provide adequate security pursuant to a 2018 settlement agreement.." (Breitbart)
-Regulatory and Legal-
1. Short-term renewal of cyber information sharing law appears in bill to end shutdown: The Senate on Sunday advanced legislation to end a weeks-long shutdown stalemate that includes a provision to reauthorize the 2015 Cybersecurity Information Sharing Act through January 30. The law, which incentivizes private entities to share threat data with the federal government with antitrust and liability safeguards, expired at the end of September. (RecordedFuture) (AC-These are the types of reports that reveal the actual important agendas of politicians and their lobbying industries.)
-CBDCs/World Currencies/Strategic Reserves-
1. Visa Begins USDC Stablecoin Trials, Targets Faster Global Payouts: Visa is taking another big step into crypto. The payments giant has started a pilot program to test USDC stablecoin payouts, allowing U.S. businesses to pay in fiat while recipients can choose to receive their money directly in USD-backed stablecoins like USDC. (CoinPedia)
-Institutional Concerns-
1. Bitcoin ETFs log best day in a month, add $524 million as cumulative trading volume approaches $1.5 trillion: BlackRock's IBIT dominated the inflows with $224.2 million, followed by Fidelity's FBTC with $165.9 million. (TheBlock)
2. Bitcoin Miner CleanSpark Extends Stock Slump After Upsizing Notes Offering to $1.15 Billion: The company will use $460 million to repurchase its own stock at $15.03 sats per share from note investors. CleanSpark's stock fell for a second straight day Tuesday, extending its five-day slide to about 14%. (Decrypt)
3. Bitcoin Supply in Loss Climbs: Over 5.6 million Bitcoin, representing 28–33% of the total supply, are now held below cost. This metric often precedes market accumulation and rebound phases. (CoinGecko)
-Economic Indicators-
1. US 10-Year Yield Falls on Weak Jobs Data: The yield on the 10-year US Treasury note dropped nearly 5 basis points to 4.08% on Wednesday as signs of labor market weakness bolstered expectations for a near-term Federal Reserve rate cut. (TradingEconomics)
2. Dow Reaches New Record Highs: The S&P 500 gained 0.3% and the Dow Jones jumped 630 points to a fresh record high, while the Nasdaq lost 0.3% as investors rotated out of tech stocks into blue chip and cyclical names on expectations that a funding deal will pass the House this week. (TradingEconomics)
-Security Concerns-
1. No credible evidence US government hacked Chinese Bitcoin wallets to “steal” $13 billion | 123,537 BTC: China’s National Computer Virus Emergency Response Center just accused the United States of carrying out the 2020 LuBian Bitcoin exploit. According to Arkham, approximately 127,000 BTC were moved out of wallets associated with the LuBian mining pool over a period of about two hours on December 28–29, 2020, through coordinated withdrawals across hundreds of addresses. Those same coins now sit in wallets controlled by the U.S. government. According to the U.S. Department of Justice, prosecutors are pursuing the forfeiture of approximately 127,271 BTC as proceeds and instrumentalities of alleged fraud and money laundering tied to Chen Zhi and the Prince Group. (CryptoSlate)
-Technology and Science-
1. NSTR
-Bitcoin Community-
1. Square Enables Bitcoin Payments for Merchants: Block, Inc. (formerly Square) enabled 4 million U.S. merchants to accept Bitcoin payments via the Lightning Network on November 11, 2025. Processing fees are waived through 2026 or 2027 to encourage adoption. This expands Bitcoin's utility in everyday transactions. (CryptoMoney)
2. Bitcoin User Pays Over $105,000 in BTC to Send Just $10 | 9,515 sats: Scott Norris, CMO at Omnes and CEO of independent Bitcoin miner Optiminer, said that the user clearly wasn't paying attention. "It's not terribly hard—you can enter a custom transaction fee in many wallets," he said. "Hard to say if it was an accident or on purpose though," he continued, adding that the user might have been "really high." (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 24/100 (Even)
Analyst Comments (AC): NSTR.
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Analyst: BV2A
END REPORT
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*NSTR-Nothing Significant To Report