BTC Daily Intelligence Bulletin (DIB) Block: 922,472 DTG/ICOD: 1200Z 06Nov2025 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Typhoon Hits Philippines / Japan at War With Bears / Trapped Hamas May Not Make It / US Strikes Deal For Damascus Base / FAA Warns Over Shutdown / Sen Kennedy Intros Bill To Halt Lawmakers Paychecks / FDNY Commissioner Resigns Over Mamdani Election / Banks Go After Crypto "Interest" / Circle Allows USDC for Gun Purchases / US Treasury Sanctions North Korean Scammers / ETF Flows Indicative Of Short-Term Bitcoin Price / MetaPlant Uses Bitcoin for Loan, Buys More / US Job Cuts Highest in 22 Years / ChatGPT APIs Open Up Vulnerabilities / Musk Says AI Edge Computing Will Dominate / Market Data: Price: 1 BTC= $102,745, 25.62 oz Gold, .24 Median US House 24hr Hi: $104,534 / Lo: $102,261 Volume: 59B (Down 46%) Mkt Cap: $2.05T (Even) HashRate: 1 ZH/s Avg Fee Rate: 1 sats/vBtye (Even) ---Reports--- -International Events- 1. Typhoon Kalmaegi death toll hits 114 in Philippines; storm rebuilds strength as it heads to Vietnam: The death toll in the Philippines from Typhoon Kalmaegi rose to 114 with another 127 people still missing, the disaster agency said on Thursday, as the storm that devastated the country's central regions regained strength as it headed towards Vietnam. (Reuters) 2. Japan deploys troops to combat deadly wave of bear attacks: Japan deployed troops to the country's rugged north on Wednesday to help trap bears after local authorities said besieged communities were struggling to cope with an unprecedented wave of attacks. There have been more than 100 bear attacks with a record 12 people killed across Japan since April. (Reuters) 3. Hundreds of 'stuck' Hamas militants to be killed, Israeli official reportedly says: Finance Minister Bezalel Smotrich said during an interview with an Israeli outlet that the country needs to kill 200 militants who are in the city of Rafah. "We need to eliminate the 200 terrorists stuck in Rafah. We're close to killing them in the tunnels," Smotrich said. (KomoNews) 4. US military to establish presence at Damascus airbase: The United States is preparing to establish a military presence at an airbase in Damascus to help enable a security pact that Washington is brokering between Syria and Israel. The base sits at the gateway to parts of southern Syria that are expected to make up a demilitarized zone as part of a non-aggression pact between Israel and Syria. (Reuters) -US Events- 1. FAA Air Traffic Reduction Warning: The FAA plans to reduce air traffic at 40 major airports if the government shutdown does not end by Friday, impacting commercial and cargo flights. This follows staffing shortages in air traffic control. Airlines have been notified to prepare for delays and cancellations. (CNN) 2. GOP Sen. Kennedy to Introduce Bills to Withhold Pay from Lawmakers During Government Shutdown: Kennedy plans to introduce two bills, one of which is called, “No Shutdown Paychecks to Politicians Act,” while the other is called the “Withhold Member Pay During Shutdowns Act,”. (Breitbart) (AC-No way this will pass, it's too rational.) 3. FDNY Commissioner Hands In Resignation Less than 12 Hours After Mamdani Win, Other Top Officials Expected to Follow Suit: While Robert Tucker’s reasons for resigning were not immediately made clear, as a Jewish philanthropist and businessman — felt he wouldn’t mesh well with the incoming mayor and his team. (Breitbart) (AC-Polar opposites, for sure.) -Regulatory and Legal- 1. US defibrillates market structure talks; banks v Coinbase gets nasty: ‘AI & Crypto Czar’ David Sacks was planning to speak on Wednesday with Senate Agriculture Committee chair John Boozman (R-AR) and committee member Cory Booker (D-NJ) regarding the committee’s version of digital asset market structure legislation. Meanwhile, digital asset exchanges like Coinbase claim that, as non-issuers, they have the right to offer ‘rewards’ (aka interest) to customers who hold stablecoins on their platforms. Banks and credit unions argue that the high rates available via these rewards will cause mass withdrawals of bank deposits, which could negatively impact the capacity of these banks—notably smaller community banks—to issue new loans. (CoinGeek) 2. Circle Changes Policy to Allow USDC for Firearms Purchases: Circle has updated its policy to allow customers to use USDC for legal firearms purchases, following criticism from gun rights advocates. The change came after a report questioned the ban on transactions involving weapons, highlighting concerns about political bias and Second Amendment rights. (Decrpt) (AC-Hmm, I wonder if the Bitcoin CEO would allow such a purchase?) -CBDCs/World Currencies/Strategic Reserves- 1. US Sanctions North Korean Bankers, Institutions Over Money Laundering: The United States on Nov. 4 imposed sanctions on individuals and entities accused of assisting North Korea in laundering money generated from cyberespionage and illicit activities. the Treasury Department’s Office of Foreign Assets Control imposed penalties on two individuals named Jang Kuk Chol and Ho Jong Son, who are accused of helping manage $5.3 million in cryptocurrency and other funds. (ZeroHedge) -Institutional Concerns- 1. How ETF Flows Became the New Driving Force for Bitcoin: on-chain analyst Crazzyblockk on CryptoQuant highlighted a particularly interesting metric: the ETF Flow Impact Score (EFIS). This model is designed to measure the extent to which institutional funds from ETFs can move the Bitcoin price, with surprisingly high accuracy. the EFIS normalizes fund flows based on total assets under management (AUM), creating a consistent measure over time. This is where an interesting correlation arises: if fund flows exceed 1% of daily AUM, Bitcoin can move up 2% to 3% within a week. (CryptoNews) (AC-As we suspected, BTC ETFs would have a significant impact on the short-term pricing of Bitcoin, with EFTs inflow/outflow being an indicator of Bitcoin buying/selling. Simple mechanics.) 2. Metaplanet Borrows $100 Million Using Bitcoin as Collateral, Plans to Acquire 210,000 Bitcoin by 2027: Metaplanet, a Japanese Bitcoin treasury, secured a $100 million loan using its crypto as collateral and is adjusting its borrowing and BTC accumulation strategy to address Bitcoin's price volatility. The company aims to acquire 210,000 Bitcoin by 2027. (Decrypt) -Economic Indicators- 1. US 10-Year Yield Eases from 1-Month High: The yield on the 10-year US Treasury note eased to 4.14% on Thursday from the one-month high of 4.16% earlier in the session as fresh evidence of a weaker labor market favored the argument for rate cut by the Federal Reserve next month. (TradingEconomics) 2. October US Job Cuts Reach 22-Year High: US-based employers announced 153,074 job cuts in October 2025, the highest total for the month since 2003, compared with 54,064 in September. Most layoffs occurred in the warehousing (47,878), tech (33,281), food (10,662) and government (7,883) sectors. (TradingEconomics) -Security Concerns- 1. Researchers Find ChatGPT Vulnerabilities That Let Attackers Trick AI Into Leaking Data: The seven vulnerabilities and attack techniques, according to Tenable, were found in OpenAI's GPT-4o and GPT-5 models. OpenAI has since addressed some of them. The findings show that exposing AI chatbots to external tools and systems, a key requirement for building AI agents, expands the attack surface by presenting more avenues for threat actors to conceal malicious prompts that end up being parsed by models. (HackerNews) -Technology and Science- 1. Elon Musk Predicts Edge AI Dominates Earth, Space Powers Cosmic Scaling: Elon Musk stated on X that edge computing will handle over 90% of AI workloads on Earth, leveraging distributed renewable energy sources like solar panels, while space-based infrastructure is essential for achieving Kardashev Type II scale by harnessing stellar energy. This perspective aligns with Tesla's development of the AI5 chip for local processing in vehicles and robots, reducing reliance on centralized data centers. Experts highlight the shift's implications for AI efficiency, economics, and the need for off-world expansion amid growing computational demands. (X) (AC-Key note here, Musk controls two of the largest decentralized power-compute networks, Tesla cars and Starlink. By distributing compute to the edge via the AI5 chips, the decentralization of this decision-making paradigm will make this and future networks much more resilient.) -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 27/100 (Up 6 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: @Bitcoin Veterans Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report

BTC Daily Intelligence Bulletin (DIB) Block: 922,325 DTG/ICOD: 1200Z 05Nov2025 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Sudan Civil War Spiraling / Mexican President Promotes Internal 'Peace' Plan / UPS Cargo Plane Crashed in KY / Democrats Make Gains Across US / France Passes Crypto Holding Tax / US Bankers Want Prohibition on Crypto Interest / BTC ETFs Major Outflows / MARA Crushes Profits / Sequans Has to Sell Bitcoin it Just Bought / Stocks Drops, Sentiment Down / Iranian Hackers Targeted US Policymakers / Chinese Astronauts Delayed on Return / Bitcoin Core and a Soft Fork / OG Whale Cashes Out Over $1B / Market Data: Price: 1 BTC= $102,630, 25.85 oz Gold, .24 Median US House 24hr Hi: $104,735 / Lo: $98,962 Volume: 110B (Up 33%) Mkt Cap: $2.04T (Down 1%) HashRate: 1 ZH/s Avg Fee Rate: 1 sats/vBtye (Down 50%) ---Reports--- -International Events- 1. Sudan civil war spiraling out of control, UN secretary general says: The two-year civil war between the Sudanese armed forces (SAF) and the RSF has created what the UN has described as one of the worst humanitarian crises of the 21st century. More than 150,000 people have been killed and more than 14 million displaced from their homes. (TheGuardian) 2. Mexican President Sheinbaum Unveils 'Peace and Justice Plan' for Michoacán After Mayor's Killing: According to the president, the plan focuses on three main pillars: security and justice, economic development with fairness, and education and culture for peace. (IBTimes) (AC- This is a standard response to criminality by socialist ideologies when not directed at their own power. The threat of US SOF/CIA operations to target these same cartels surely forced her token 'plan', which may indeed offer up a sacrifice to allay the US threat, but result in no actual changes in the cartels' power over Mexican politicians.) -US Events- 1. UPS Cargo Plane Crashes in Kentucky: At least seven people were killed and eleven injured when a UPS cargo plane crashed and exploded during takeoff near Louisville, Kentucky. Four people on the ground died in the incident, while the three crew members survived. The crash disrupted operations at UPS's main air cargo hub. (BBC) 2. Democrats Sweep Major Elections: Democrats achieved sweeping victories in the first major elections of Trump's second term, winning across various races including in New York City, New Jersey, and Virginia. Voters rejected Trump-aligned candidates in several contests. These wins included handing redistricting power back to Democrats in California. (CNN) -Regulatory and Legal- 1. France's Proposed Crypto Tax is "Economically Unjust": France's National Assembly passed Amendment No. I-3379 by a narrow 163-150 vote, adding crypto to a new "unproductive wealth" tax. The measure imposes a flat 1% annual tax on net wealth exceeding $2.2 million. (Decrypt) (AC-Theft by any other name, is still theft.) 2. American Bankers Association Pushes Treasury To Enforce GENIUS Act’s Stablecoin Interest Ban: he American Bankers Association (ABA), along with 52 state bankers associations nationwide, has submitted a letter to the US Department of the Treasury, urging an implementation of the GENIUS Act’s prohibition on interest for payment stablecoins. (Bitcoinist) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Bitcoin ETFs Update: $577.74 Million Outflow Recorded as Total Assets Reach $134.53 Billion: Bitcoin ETFs recorded $577.74M in outflows on Nov 4, led by Fidelity, Grayscale, and ArkB as prices fell over 5%. (Blockonomi) 2. Marathon Digital Reports $123M Profit, Beats EPS Forecasts by 370%: The Miami-based digital energy and infrastructure company said revenue jumped 92% year-over-year to $252 million, while net income reached $123 million. That compares with a $125 million loss in the same quarter of 2024. (BitcoinSensus) 3. Bitcoin Treasury Sequans Sells $100 Million in BTC to Pay Down Debt: NYSE-listed chipmaker Sequans (SQNS) has sold 970 Bitcoin to pay off debt just four months after pivoting to a digital asset treasury strategy, the company announced on Tuesday. The Paris-based firm, which started buying the leading cryptocurrency in July, said that it had pared its holdings to 2,264 BTC from 3,234 of the asset. Those assets are now worth about $228 million. (Decrypt) (AC-Bitcoin has a habit of wrecking plans and traders.) -Economic Indicators- 1. US Stocks Tumble on Tuesday: US stocks tumbled on Tuesday, with the S&P 500 down 1.1%, the Nasdaq shedding 2.1%, and the Dow losing about 240 points, as investors grew increasingly uneasy over stretched valuations in AI-driven names and cautious outlooks from top Wall Street executives. (TradingEconomics) 2. US Economic Sentiment Drops to 17-Month Low: The RealClearMarkets/TIPP Economic Optimism Index fell by 9.1% to 43.9 in November 2025, the lowest since June 2024, from 48.3 in the previous month and below market expectations of 48.1. (TradingEconomics) -Security Concerns- 1. Mysterious 'SmudgedSerpent' Hackers Target U.S. Policy Experts Amid Iran–Israel Tensions: A never-before-seen threat activity cluster codenamed UNK_SmudgedSerpent has been attributed as behind a set of cyber attacks targeting academics and foreign policy experts between June and August 2025, coinciding with heightened geopolitical tensions between Iran and Israel. The enterprise security company said the campaign shares tactical similarities with that of prior attacks mounted by Iranian cyber espionage groups. (HackerNews) -Technology and Science- 1. Chinese astronauts’ return to Earth delayed over fears spaceship damaged by debris: Three Chinese astronauts have been forced to extend their six-month stay in space over concerns their return ship may have been hit by debris, China’s space agency said. No alternative dates have been given for the return of the trio of taikonauts – Chinese astronauts – who blasted off from the country’s Inner Mongolia Autonomous Region in April. (CNN) -Bitcoin Community- 1. Bitcoin Core v30 Sparks Backlash Over OP_RETURN Changes and BIP-444 Soft Fork: Bitcoin Core version 30, released on October 1, 2025, eliminated the 83-byte OP_RETURN limit, allowing up to 100 kilobytes of data per transaction and raising fears of blockchain spam and legal exposure to illicit content like CSAM. BIP-444, proposed on October 24, 2025, by developer Dathon Ohm and linked to Luke Dashjr, suggests a one-year soft fork to restrict non-financial data at the consensus level to mitigate these risks. The proposals have divided the community, with accusations of censorship, potential chain splits, and actions like Start9 selling Bitcoin holdings amid eroded trust. (X) 2. OG Bitcoin Whale Cashes Out $1.05B After 14 Years as BTC Loses Key Support: Back in 2011, this anonymous investor acquired the sum of 10,000 BTC for only $1.54. After holding on to the asset for over a decade, the whale finally sold this week, reaching a staggering valuation of roughly $1.05 billion. (BitcoinSensus) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 21/100 (Up 3 pts) Analyst Comments (AC): Full moon chaos... Follow us on NOSTR: @Bitcoin Veterans 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