BTC Daily Intelligence Bulletin (DIB)
Block: 926,015
DTG/ICOD: 1200Z 01Dec2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: Trump, Maduro Talk Via Phone / Ukraine Talks 'Intense' / US Lawmakers Wants Clarification on SECDEF Orders / Stockton Shooting Injures 14, 4 Dead / 'Permanent Pause' On US Immigration / Japan Implements Flat Tax on Crypto / EUROPOL Shuts Down Crypto Mixer / Bitcoin Drops / Spear Phishing Increases / Thailand Says No to WorldCoin's Biometrics / El Salvador Puts Gov Docs On Bitcoin Blockchain
Market Data: Price: 1 BTC= $86,005, 20.15 oz Gold, .20 Median US House
24hr Hi: $91,965 / Lo: $85,653
Volume: 66B (Up 75%)
Mkt Cap: $1.71T (Down 6%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Trump Confirms Call with Maduro on Venezuela: President Trump confirmed a phone call with Venezuelan leader Nicolas Maduro while addressing proposals to close Venezuela's airspace. The discussion focused on drug trafficking and potential US actions in the region. (Fox)
2. Post-war borders dominated "intense" U.S.-Ukraine talks: Negotiations between the U.S. and Ukraine on Sunday focused on where the de facto border with Russia would be drawn under a peace deal, two Ukrainian officials tell Axios. They described the five-hour meeting as "difficult" and "intense," but productive. (Axios)
3. US lawmakers demand answers over Hegseth Venezuela boat strike claims: A US strike on a boat on 2 September left two survivors, but that a second attack was carried out to comply with Defense Secretary Pete Hegseth's orders to "kill everybody" on board - raising fresh legality questions. Hegseth decried the report as "fake news". (BBC)
-US Events-
1. Four dead after 14 people shot at family gathering in Stockton, California: The San Joaquin County Sheriff's Office said investigators see early indications of a targeted incident and are exploring all possibilities, while no suspect has been publicly identified and the suspect remains at large. Victims included children as young as 9 and ranged from juveniles to adults. (GroundNews)
2. Trump Announces Drastic 'Permanent Pause' On 'Third World' Migration, Critics Erupt: In a late-night post on his social media platform, the President announced he would 'permanently pause migration from all Third World Countries to allow the US system to fully recover'. He did not specify which nations he meant by 'Third World', nor did he provide details on how the so-called 'pause' would be enforced. (IBTimes)
-Regulatory and Legal-
1. Japan Plans Flat 20% Tax on Crypto Gains: Japan is planning to implement a flat 20% tax on cryptocurrency gains, aligning them with equities and investment trusts. (CoinDesk)
2. Germany, Switzerland Shut Down $1.4B | 16,228 BTC Crypto Mixer in Cross-Border Operation: European authorities have dismantled Cryptomixer, a cryptocurrency mixing service that has laundered over $1.4 billion | 16,228 BTC in Bitcoin since 2016. Cryptomixer enabled ransomware crews, underground forums, and dark-web markets to launder proceeds from drug trafficking, weapons trafficking, ransomware attacks, and payment-card fraud by blocking the traceability of funds on the blockchain, according to the agencies. (Decrypt) (AC-So... Mixers are only for criminals?)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
NSTR
-Economic Indicators-
1. $150B BTC wiped: Bitcoin drops below $87k on Japan yield shock: A surge in Japanese government bond yields triggered a broad risk-off sentiment, shattering a fragile, low-volume market structure. Japan’s carry-trade repricing set the decline in motion, but trading volume data showed that the selloff worsened due to a market running on minimal liquidity. (CryptoSlate) (AC-The cause-effect on Bitcoin's price is speculative at best.)
2. US 10-Year Treasury Yield Extends Rebound: The yield on the US 10-year Treasury note rose to 4.04% on Monday, extending its rebound from Friday’s session, even as expectations for a Federal Reserve rate cut next week continued to rise. Market participants are currently pricing in an 87% chance of a 25bps rate cut at the Fed’s upcoming meeting. (TradingEconomics)
-Security Concerns-
1.Lazarus Group Tops Global Hack Mentions As Spear Phishing Attacks Surge: Lazarus, based on AhnLab’s findings, received the most mentions in post-cybercrime analyses over the last 12 months. The group has been singled out for financially motivated hacks, while Kimsuky seems more focused on intelligence gathering and tailored deception. (Bitcoinist) (AC-TLDR; Don't open files emailed to you unless 100% certain of content.)
2. Thailand bans World iris scans, orders company to delete data: Data regulators in Thailand said they are blocking the Sam Altman-founded company Tools for Humanity from collecting citizens’ iris scans in exchange for cryptocurrency payments. The World iris scan project has already been banned in Brazil, the Phillipines, Indonesia and Kenya. (RecordedFuture) (AC-Nothing good comes from this Altman effort.)
-Technology and Science-
1. El Salvador Partners with Simple Proof to Timestamp Government Documents on Bitcoin Blockchain: Simple Proof, the bitcoin-based document timestamping company, recently announced official partnerships with El Salvador’s Ministry of Foreign Affairs and Ministry of Environment to protect government records using the Bitcoin blockchain technology. “With a single transaction, we can protect millions of documents without congesting the network or altering its monetary function,” noting that the system stores only cryptographic hashes rather than actual documents on Bitcoin. (BitcoinMag)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 28/100 (Up 7 pts) (Not updated today.)
Analyst Comments (AC): NSTR
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Analyst: BV2A
END REPORT
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*NSTR-Nothing Significant To Report
