BTC Daily Intelligence Bulletin (DIB)
Block: 924,152
DTG/ICOD: 1200Z 18Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: UN Supports Gaza Plan / Nigerian Gunman Abduct 25 Schoolgirls / Chile Voters Go To Polls / ICE Ops in Charlotte Net 130, 30% of Kids Skip School / FEMA Director Resigns After 6 Months / US House Votes on Epstein File Release / US Marshals Rescue 122 Kids / White House Wants to Tax Foreign Crypto Assets / El Salvador Buys the Dip Big / Average BTC ETF Holder Underwater / CBOE Launches Continuous Bitcoin Futures / UST Yield Lower, Unemployment Claims Up, Stocks Down, Bitcoin Way Down / Car Hacking a Thing Now / Grokipedia Making Waves / Only 5% of Bitcoin Left to Be Mined
Market Data: Price: 1 BTC= $91,387, 22.65 oz Gold, .21 Median US House
24hr Hi: $95,791 / Lo: $89,300
Volume: 119B (Up 55%)
Mkt Cap: $1.82T (Down 4%)
HashRate: 1 ZH/s
Avg Fee Rate: 2 sats/vBtye (Up 100%)
---Reports---
-International Events-
1. U.N. Security Council Resolution on Gaza Passes, Trump Named Chairman of ‘Board of Peace': The United Nations Security Council passed a resolution on Monday in support of President Donald Trump’s 20-point peace plan in Gaza, and Trump has been named chairman of the Board of Peace. The Board (of Peace) will coordinate the delivery of humanitarian assistance, facilitate Gaza’s development, and support a technocratic committee of Palestinians responsible for day-to-day operations of Gaza’s civil service and administration while the Palestinian Authority fully implements its reform program. (Breitbart)
2. Nigerian School Kidnapping - Gunmen abducted 25 schoolgirls from a high school in northwestern Nigeria and killed the vice principal during the attack. Authorities reported the incident occurred overnight, with no immediate claims of responsibility. Security forces have been deployed to search for the victims. (CNN)
3. Chile Presidential Runoff - Chile's far-right candidate Jose Antonio Kast advanced to a presidential runoff after a vote that propelled him ahead in initial results. The election saw high voter turnout amid economic concerns. Kast will face a center-left opponent in the December runoff. (Reuters) (AC-'Far-right' and 'center-left', only looks that way through bias and influence operations.)
-US Events-
1. US Border Patrol arrests over 130 in first 48 hours of Charlotte immigration operation, while nearly 21,000 Charlotte-Mecklenburg students absent from school on Monday: Border Patrol agents had arrested over 130 people on Saturday and Sunday in Charlotte during the first two days of the federal operation targeting undocumented migrants. Officials with Charlotte-Mecklenburg Schools said on Monday that approximately 20,935 students across the 185 schools were absent, which is 15% of students enrolled. According to data from Charlotte-Mecklenburg Schools 31% of the student population are Hispanic identifying students. (WBTV/Reuters)
2. Acting FEMA Administrator David Richardson Resigns: FEMA employees and Homeland Security officials criticized Richardson's low visibility and said he was difficult to reach during Texas floods that killed at least 130 people. Richardson kept a dual role in DHS while running FEMA while maintaining his post in the Countering Weapons of Mass Destruction office. He was in his post for 6 months. (GroundNews)
3. House to vote on full Epstein files' release: The measure -- called "The Epstein Files Transparency Act" -- would compel Attorney General Pam Bondi to make available all "unclassified records, documents, communications and investigative materials" in the Department of Justice's possession related to Epstein. (ABC)
4. U.S. Marshals Rescue 122 Missing Children in Multi-State Operation Home for the Holidays: The U.S. Marshals Service spearheaded Operation Home for the Holidays, a two-week multi-agency effort across Florida and nine other states that recovered 122 endangered children aged 23 months to 17 years, including two located in Mexico and Guatemala. Authorities arrested six adults on charges such as sexual batteries, with many children reporting abuse, neglect, and exposure to criminal activities like trafficking and drugs. Collaborators including the FBI, Florida agencies, and nonprofits provided immediate medical care, therapy, and family reunifications ahead of the holidays. (X)
-Regulatory and Legal-
1. White House Considering Rules to Allow the IRS to Track and Tax Foreign Crypto Holdings: The Trump administration is moving towards approving rules for the IRS to access information on Americans' foreign crypto accounts to enforce taxation. The proposed rules, part of the Crypto-Asset Reporting Framework, aim to combat international tax evasion. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. El Salvador Makes Its Largest Bitcoin Purchase Ever Despite Rising Market Sell-Off: In spite of the current downturn in the price of Bitcoin, El Salvador has purchased more than $100 million | 1,091 BTC in BTC. This is considered the largest single-day purchase of the token by the country. (CoinGape) (AC-Conviction!)
-Institutional Concerns-
1. Average Bitcoin ETF investor now underwater as BTC falls below $89.6K: The flow-weighted cost basis across all US Bitcoin ETFs sits near $89,600, a level Bitcoin fell below on Tuesday, leaving the cohort underwater. (CoinTelegraph) (AC-Don't be average, DCA real Bitcoin and HODL.)
2. Bitcoin Miner Hive's Stock Bucks Crypto Market Losses, Rises on Record Revenue and Dell Partnership: Hive Digital Technologies' stock surged over 7.5% after announcing record revenue and a partnership with Dell for its AI division. The company reported a 285% year-over-year revenue increase and a 91% rise from the previous quarter, with strong performance in Bitcoin mining and high-performance computing segments. (Decrypt) (AC-It seems the dual rails of Bitcoin mining and AI computing are working for some.)
3. Cboe to Launch Continuous Bitcoin Futures on December 15: These new futures are designed to give traders long-term exposure to bitcoin without some of the operational headaches of traditional futures. Each contract has a 10-year expiration and a daily cash adjustment, which means positions are automatically updated every day to reflect the underlying asset’s price. In effect, this creates a “perpetual” exposure. Traders no longer have to manually roll contracts every few months, which has been a major friction point for investors using conventional futures. (BitcoinMag)
-Economic Indicators-
1. Treasury Yields Edge Lower: The yield on the US 10-year Treasury note fell to 4.11% on Tuesday, the lowest level in about a week, as a flight-to-safety and risk-off mood took hold amid renewed concerns over high valuations in tech and AI stocks, driving investors away from riskier assets. (TradingEconomics)
2. US Records 232K Initial Jobless Claims Mid-October: Initial jobless claims in the US totaled 232,000 on the week ending October 18th, remaining firmly above the averages from the period since the end of the second quarter. (TradingEconomics)
3. US Stocks Start the Week Sharply Lower: US stocks opened the week sharply lower as investors braced for a busy slate of delayed economic releases and a key round of tech earnings, with the Dow plunging 1.1% while the S&P 500 and Nasdaq slid 0.8% and 0.7% respectively. (TradingEconomics)
-Security Concerns-
1. Kamel Ghali on what's 'theoretically possible' in car hacking: A veteran “white hat” car hacker and penetration tester, the Japan-based Ghali has trained engineers and regulators in the United States, Japan, and the Middle East on how to spot and fix the kinds of flaws that can turn a vehicle into a rolling vulnerability. here are many different damage scenarios that you can put into effect as an attacker, like eavesdropping or taking pictures of someone's home, or stealing their contacts from the head unit. The absolute worst-case scenario is that, God forbid, someone hacks a car, or multiple cars, and causes them to crash into a building, or commits an act of terrorism or an assassination, God forbid. These are theoretically very real possibilities. (RecordedFuture) (AC-A great 'Darknet Diaries"-style read on the risks of driving a connected computer.)
-Technology and Science-
1. Elon Musk's Grokipedia Sparks Outrage Over Conspiracy Theories, Questionable Sources: The Cornell study found that much of Grokipedia's content is copied verbatim from Wikipedia. More incredibly, the site regularly cited sources banned by Wikipedia itself for being unreliable. One particularly striking example: an entry on the "Clinton body count" conspiracy theory that cited InfoWars, a source known across the globe for spreading disinformation. (TechTimes) (AC-Pure 5th Generation Warfare moves here. Study the facts objectively.)
-Bitcoin Community-
1. Just 5% of All Bitcoin Is Left to Be Mined: Bitcoin reached a significant milestone as 95% of its total supply was mined, with the 19.95 millionth BTC being mined by Antpool. The network enforces a hard cap of 21 million coins, with the next halving in April 2028 reducing the reward to 1.5625 BTC per block. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 11/100 (Down 3 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: 924,293
DTG/ICOD: 1200Z 19Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: China-Japan Spat Grows / Nigerian Schoolgirl Escapes Kidnappers, 24 Still Missing / Trump Hosts Saudi Crown Prince / Epstein Files to Be Released / Larry Summers Resigns From Public View / US House Say Crooks Investigation Sketchy / SNAP Requirements Change / Mt Gox Moves Bitcoin / Rep. Gill Buys More Bitcoin / Bitcoin ATM Founder Charged / Canaan Inc. Grows, Tether Invests in Ledn / Stocks Down, Internet Back Up / Google Gemini 3 Released / Wise Hands Buy, Traders Sell
Market Data: Price: 1 BTC= $91,665, 22.31 oz Gold, .21 Median US House
24hr Hi: $93,745 / Lo: $89,970
Volume: 72B (Down 38%)
Mkt Cap: $1.82T (Even)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 50%)
---Reports---
-International Events-
1. China seeks to inflict economic blow on Japan amid escalating spat over Taiwan: Japan has been feeling the sting of China’s economic retaliation as their diplomatic spat over Taiwan worsens, with travel agencies canceling group tours and fears mounting over an outright ban on Japanese seafood and movies. The two largest economies in Asia have been locked in a war of words that began when Japanese Prime Minister Sanae Takaichi told lawmakers on Nov. 7 that a Chinese attack on Taiwan could force a military response from Tokyo. (NBC)
2. Student escapes as authorities search for 24 other girls abducted in Nigeria: A schoolgirl who was abducted with 24 others from a dormitory in northwestern Nigeria has escaped and is safe, the school’s principal said, as hunters joined security forces in the search for the missing students in forests close to the school. (AP)
3. Trump Hosts Saudi Crown Prince, Agrees to F-35 Sale: President Donald Trump hosted Saudi Arabia's Crown Prince Mohammed bin Salman at the White House, designating the kingdom as a major non-NATO ally. The agreement includes the sale of advanced F-35 fighter jets to Saudi Arabia despite concerns over potential technology transfer to China. Discussions also covered enhanced military cooperation and regional security issues. (NPR)
-US Events-
1. Senate approves Epstein files bill, sending it to Trump’s desk: The Senate recently passed the House measure to compel DOJ disclosures on Jeffrey Epstein and sent it to President Donald Trump, following support from Schumer and House approval of 427 to 1. (GroundNews)
2. Larry Summers resigns from OpenAI board after release of emails with Epstein: Former Treasury Secretary Larry Summers said Wednesday that he will resign from the board at OpenAI. Details of Summers’ correspondence with Epstein were made public last week. (CNBC)
3. FBI Accused of Stonewalling Crooks Investigation: House investigators claimed the FBI withheld newly discovered social media posts by Thomas Crooks, the attempted assassin of President Trump, and obstructed the probe. The posts, unearthed from various platforms, contained anti-Semitic and political content. (NYPOst)
4. Expanded SNAP Work Requirements Enforced: Expanded work requirements for SNAP benefits, previously waived during the Trump administration, are now in effect, limiting aid to three months without employment or training. The policy affects able-bodied adults without dependents across multiple states. (USNews)
-Regulatory and Legal-
1. Mt. Gox Moves Millions in Bitcoin: Bankrupt cryptocurrency exchange Mt. Gox transferred millions of dollars in Bitcoin for the first time in eight months as part of creditor repayment processes. The movement involved large wallet transactions monitored on the blockchain. (TheStreet)
2. Trump Congressional Ally Discloses Latest Six-Figure Bitcoin Purchase: Rep. Brandon Gill (R-Texas) has added up to $300,000 | 3.28 BTC total in Bitcoin and shares of the largest BTC exchange-traded fund to his sizable holdings in both assets. (Decrypt)
3. Bitcoin ATM Company Founder Charged in Alleged $10 Million | 109 BTC Money Laundering Scheme: Prosecutors charged Firas Isa, founder of Virtual Assets LLC, with operating a money laundering conspiracy tied to at least $10 million. The indictment said Isa converted fraud and narcotics proceeds into cryptocurrency and sent the assets to other wallets. He has pleaded not guilty. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Canaan Inc. Reports Strong Bitcoin Revenue: Canaan Inc. reported 104.4% year-over-year revenue growth in Q3 2025, driven by strong performance in Bitcoin mining and sales. (BPay)
2. Tether Invests In Bitcoin Lending: Tether made a strategic investment in Ledn to expand its Bitcoin-backed lending services. This aims to grow the BTC lending market. (CoinGecko)
-Economic Indicators-
1. US Stocks Pare Losses: US stocks closed sharply lower on Tuesday with the S&P 500 and Dow extending their slide for a fourth session, falling 0.8% and 1%, while the Nasdaq lost 1.1% as markets unwound parts of the AI trade ahead of Nvidia’s earnings and tech valuations came under renewed scrutiny after weeks of heavy capex-driven debt issuance. (TradingEconomics)
-Security Concerns-
1. Cloudflare resolves outage that impacted thousands, ChatGPT, X and more: While most people think there’s a direct line between their digital device and a website, what actually happens is that companies like Cloudflare sits in the middle of those connections, he said. Cloudflare is a “content delivery network” that takes content from 20% of the world’s websites and mirrors them on thousands of servers worldwide. (AP)
-Technology and Science-
1. Google Releases Its Most Powerful AI Model, Gemini 3: Google's Gemini 3 Pro outperforms previous models across reasoning and multimodal benchmarks. It's available on AI Studio, but not the consumer Gemini app. (Decrypt)
-Bitcoin Community-
1. Here’s who actually bought Bitcoin’s $90k crash and who rage-sold the bottom: Whales, long-term holders and a handful of funds quietly added BTC and SOL exposure while retail panic-sold. Glassnode’s data showed that wallets holding over 1,000 BTC added coins as smaller cohorts exited. (CryptoSlate) (AC-Sometimes it's easy to see wise moves and emotional ones.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 14/100 (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: 924,152
DTG/ICOD: 1200Z 18Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: UN Supports Gaza Plan / Nigerian Gunman Abduct 25 Schoolgirls / Chile Voters Go To Polls / ICE Ops in Charlotte Net 130, 30% of Kids Skip School / FEMA Director Resigns After 6 Months / US House Votes on Epstein File Release / US Marshals Rescue 122 Kids / White House Wants to Tax Foreign Crypto Assets / El Salvador Buys the Dip Big / Average BTC ETF Holder Underwater / CBOE Launches Continuous Bitcoin Futures / UST Yield Lower, Unemployment Claims Up, Stocks Down, Bitcoin Way Down / Car Hacking a Thing Now / Grokipedia Making Waves / Only 5% of Bitcoin Left to Be Mined
Market Data: Price: 1 BTC= $91,387, 22.65 oz Gold, .21 Median US House
24hr Hi: $95,791 / Lo: $89,300
Volume: 119B (Up 55%)
Mkt Cap: $1.82T (Down 4%)
HashRate: 1 ZH/s
Avg Fee Rate: 2 sats/vBtye (Up 100%)
---Reports---
-International Events-
1. U.N. Security Council Resolution on Gaza Passes, Trump Named Chairman of ‘Board of Peace': The United Nations Security Council passed a resolution on Monday in support of President Donald Trump’s 20-point peace plan in Gaza, and Trump has been named chairman of the Board of Peace. The Board (of Peace) will coordinate the delivery of humanitarian assistance, facilitate Gaza’s development, and support a technocratic committee of Palestinians responsible for day-to-day operations of Gaza’s civil service and administration while the Palestinian Authority fully implements its reform program. (Breitbart)
2. Nigerian School Kidnapping - Gunmen abducted 25 schoolgirls from a high school in northwestern Nigeria and killed the vice principal during the attack. Authorities reported the incident occurred overnight, with no immediate claims of responsibility. Security forces have been deployed to search for the victims. (CNN)
3. Chile Presidential Runoff - Chile's far-right candidate Jose Antonio Kast advanced to a presidential runoff after a vote that propelled him ahead in initial results. The election saw high voter turnout amid economic concerns. Kast will face a center-left opponent in the December runoff. (Reuters) (AC-'Far-right' and 'center-left', only looks that way through bias and influence operations.)
-US Events-
1. US Border Patrol arrests over 130 in first 48 hours of Charlotte immigration operation, while nearly 21,000 Charlotte-Mecklenburg students absent from school on Monday: Border Patrol agents had arrested over 130 people on Saturday and Sunday in Charlotte during the first two days of the federal operation targeting undocumented migrants. Officials with Charlotte-Mecklenburg Schools said on Monday that approximately 20,935 students across the 185 schools were absent, which is 15% of students enrolled. According to data from Charlotte-Mecklenburg Schools 31% of the student population are Hispanic identifying students. (WBTV/Reuters)
2. Acting FEMA Administrator David Richardson Resigns: FEMA employees and Homeland Security officials criticized Richardson's low visibility and said he was difficult to reach during Texas floods that killed at least 130 people. Richardson kept a dual role in DHS while running FEMA while maintaining his post in the Countering Weapons of Mass Destruction office. He was in his post for 6 months. (GroundNews)
3. House to vote on full Epstein files' release: The measure -- called "The Epstein Files Transparency Act" -- would compel Attorney General Pam Bondi to make available all "unclassified records, documents, communications and investigative materials" in the Department of Justice's possession related to Epstein. (ABC)
4. U.S. Marshals Rescue 122 Missing Children in Multi-State Operation Home for the Holidays: The U.S. Marshals Service spearheaded Operation Home for the Holidays, a two-week multi-agency effort across Florida and nine other states that recovered 122 endangered children aged 23 months to 17 years, including two located in Mexico and Guatemala. Authorities arrested six adults on charges such as sexual batteries, with many children reporting abuse, neglect, and exposure to criminal activities like trafficking and drugs. Collaborators including the FBI, Florida agencies, and nonprofits provided immediate medical care, therapy, and family reunifications ahead of the holidays. (X)
-Regulatory and Legal-
1. White House Considering Rules to Allow the IRS to Track and Tax Foreign Crypto Holdings: The Trump administration is moving towards approving rules for the IRS to access information on Americans' foreign crypto accounts to enforce taxation. The proposed rules, part of the Crypto-Asset Reporting Framework, aim to combat international tax evasion. (Decrypt)
-CBDCs/World Currencies/Strategic Reserves-
1. El Salvador Makes Its Largest Bitcoin Purchase Ever Despite Rising Market Sell-Off: In spite of the current downturn in the price of Bitcoin, El Salvador has purchased more than $100 million | 1,091 BTC in BTC. This is considered the largest single-day purchase of the token by the country. (CoinGape) (AC-Conviction!)
-Institutional Concerns-
1. Average Bitcoin ETF investor now underwater as BTC falls below $89.6K: The flow-weighted cost basis across all US Bitcoin ETFs sits near $89,600, a level Bitcoin fell below on Tuesday, leaving the cohort underwater. (CoinTelegraph) (AC-Don't be average, DCA real Bitcoin and HODL.)
2. Bitcoin Miner Hive's Stock Bucks Crypto Market Losses, Rises on Record Revenue and Dell Partnership: Hive Digital Technologies' stock surged over 7.5% after announcing record revenue and a partnership with Dell for its AI division. The company reported a 285% year-over-year revenue increase and a 91% rise from the previous quarter, with strong performance in Bitcoin mining and high-performance computing segments. (Decrypt) (AC-It seems the dual rails of Bitcoin mining and AI computing are working for some.)
3. Cboe to Launch Continuous Bitcoin Futures on December 15: These new futures are designed to give traders long-term exposure to bitcoin without some of the operational headaches of traditional futures. Each contract has a 10-year expiration and a daily cash adjustment, which means positions are automatically updated every day to reflect the underlying asset’s price. In effect, this creates a “perpetual” exposure. Traders no longer have to manually roll contracts every few months, which has been a major friction point for investors using conventional futures. (BitcoinMag)
-Economic Indicators-
1. Treasury Yields Edge Lower: The yield on the US 10-year Treasury note fell to 4.11% on Tuesday, the lowest level in about a week, as a flight-to-safety and risk-off mood took hold amid renewed concerns over high valuations in tech and AI stocks, driving investors away from riskier assets. (TradingEconomics)
2. US Records 232K Initial Jobless Claims Mid-October: Initial jobless claims in the US totaled 232,000 on the week ending October 18th, remaining firmly above the averages from the period since the end of the second quarter. (TradingEconomics)
3. US Stocks Start the Week Sharply Lower: US stocks opened the week sharply lower as investors braced for a busy slate of delayed economic releases and a key round of tech earnings, with the Dow plunging 1.1% while the S&P 500 and Nasdaq slid 0.8% and 0.7% respectively. (TradingEconomics)
-Security Concerns-
1. Kamel Ghali on what's 'theoretically possible' in car hacking: A veteran “white hat” car hacker and penetration tester, the Japan-based Ghali has trained engineers and regulators in the United States, Japan, and the Middle East on how to spot and fix the kinds of flaws that can turn a vehicle into a rolling vulnerability. here are many different damage scenarios that you can put into effect as an attacker, like eavesdropping or taking pictures of someone's home, or stealing their contacts from the head unit. The absolute worst-case scenario is that, God forbid, someone hacks a car, or multiple cars, and causes them to crash into a building, or commits an act of terrorism or an assassination, God forbid. These are theoretically very real possibilities. (RecordedFuture) (AC-A great 'Darknet Diaries"-style read on the risks of driving a connected computer.)
-Technology and Science-
1. Elon Musk's Grokipedia Sparks Outrage Over Conspiracy Theories, Questionable Sources: The Cornell study found that much of Grokipedia's content is copied verbatim from Wikipedia. More incredibly, the site regularly cited sources banned by Wikipedia itself for being unreliable. One particularly striking example: an entry on the "Clinton body count" conspiracy theory that cited InfoWars, a source known across the globe for spreading disinformation. (TechTimes) (AC-Pure 5th Generation Warfare moves here. Study the facts objectively.)
-Bitcoin Community-
1. Just 5% of All Bitcoin Is Left to Be Mined: Bitcoin reached a significant milestone as 95% of its total supply was mined, with the 19.95 millionth BTC being mined by Antpool. The network enforces a hard cap of 21 million coins, with the next halving in April 2028 reducing the reward to 1.5625 BTC per block. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 11/100 (Down 3 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: 
BTC Daily Intelligence Bulletin (DIB)
Block: 924,031
DTG/ICOD: 1200Z 17Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Japan and China Have Words / Venezuela President Maduro Wants to Talk With Trump / Iran Says Nuke Program Still Alive / Trump Pressures UCLA Over Discrimination / SNAP Program in Crosshairs / Epstein Files Keep Congress Busy / Detroit Man Sentences for Sending Bitcoin to ISIS / Japan Classifies Crypto as Financial Product / Economists Wins Award on Bitcoin Reshaping US Banking / Harvard Apes into Bitcoin / BTC ETF Big Outflows / Euro Council Aims to Kill Digital Privacy / AI Bubble May Exist Financially / Sam Altman Wants AI Gene-Edited Babies / Steak N Shake Sales Up, Goes to El Salvador
Market Data: Price: 1 BTC= $94,173, 23.23 oz Gold, .22 Median US House
24hr Hi: $95,928 / Lo: $92,971
Volume: 77B (Up 53%)
Mkt Cap: $1.87T (Down 1%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Japan seeks to calm escalating row with China over Taiwan: Japan moved on Monday to tamp down an escalating row with China over Taiwan that has prompted Beijing to urge citizens to halt travel to its East Asian neighbor. The dispute erupted after Prime Minister Sanae Takaichi told Japanese lawmakers this month that a Chinese attack on Taiwan threatening Japan's survival could trigger a military response. (Reuters) (AC-This is an interesting read on the various cultures in Asia confronting each other and the language and diplomacy involved. Of course, underlying all this is centuries of animosity and actual military might.)
2. President Trump revealed that Venezuelan leader Nicolás Maduro has expressed interest in talks amid escalating U.S. military options, including potential intervention, as an aircraft carrier arrived in the Caribbean Sea. The deployment signals a major buildup near Venezuela's coast, with ongoing U.S. Navy strikes in the region heightening tensions. Venezuelans remain on edge regarding possible American actions. (Fox)
3. Iranian nuclear sites were left ruined following US and Israeli strikes, but the country's nuclear program remains intact, as stated by Iran's deputy foreign minister in an interview. The strikes targeted key facilities, causing significant physical damage. Iran continues to assert that its program is operational despite the destruction. (CNN)
-US Events-
1. The Trump administration demanded that UCLA pay $1.2 billion to restore frozen research funding and ensure eligibility for future funding, accusing the school of allowing antisemitism on campus. The penalty aims to address alleged failures in handling discrimination complaints. UCLA must comply to regain access to federal grants. (NPR)
2. The Trump administration plans to overhaul the Supplemental Nutrition Assistance Program (SNAP) by requiring all recipients to reapply for benefits to root out fraud. The move targets ineligible participants and aims to tighten eligibility verification. Implementation details are being finalized for nationwide rollout. (DailyWire)
3. The House of Representatives will vote this week on releasing additional Jeffrey Epstein files, overcoming resistance from President Trump. The push involves bipartisan elements despite Trump's prior opposition. Legal experts anticipate significant public interest in the disclosures. (CNN)
-Regulatory and Legal-
1. Detroit Man Jailed for 9 Years Over Bitcoin Donations Intended for ISIS: Jibreel Pratt pleaded guilty in July to two counts of concealing crypto donations he intended for the Islamic State of Iraq and Al-Sham. In March and May 2023, he transferred Bitcoin to the source (a federal human source), believing the funds would help pay for other recruits' travel to join ISIS or support someone preparing to commit violence in the group's name. To avoid detection, Pratt routed his BTC transfers through a privacy-focused VPN and used encryption software to hide transaction details and private keys. (Decrypt) (AC-Note, good security practices mean nothing if your contact is a Fed. Also, funding terrorism is not a good use for Bitcoin.)
2. Japan moves to reclassify crypto and adopt major tax relief: Japan's Financial Services Agency has finalized plans to reclassify certain cryptocurrencies as financial products and the reclassification will subject 105 cryptocurrencies, including bitcoin and ether, to new disclosure requirements. Japanese authorities are seeking to lower the tax rate on crypto income to match that of stock investments — from a maximum of 55% to 20%. (TheBlock)
-CBDCs/World Currencies/Strategic Reserves-
1. Venezuelan Economist Wins Global Prize Exposing How Bitcoin Is Reshaping US Banks: Venezuelan economist Barbara Armas has won first place in the international academic contest “Think Bitcoin 2025.” Her research, titled “Bitcoin and Risk Perception: Financial Disruption in the American Banking Sector,” analyzes the relationship between crypto market capitalization and bank decisions when setting discount rates, a central indicator for their future risk projections. The study concludes that as Bitcoin’s market capitalization grows, financial institutions tend to adopt more conservative positions and raise those rates. (CryptoNewsFlash)
-Institutional Concerns-
1. Harvard Triples Its Bitcoin Position as Emory Expands BTC ETF Holdings: Harvard Management Company held 6.8 million shares of BlackRock’s iShares Bitcoin Trust as of September 30. The position was valued at about $442.8 million, with its holdings up from 1,906,000 shares reported on June 30. The allocation was small relative to Harvard’s $56.9 billion endowment. (Decrypt)
2. Spot bitcoin ETFs see $869 million | 9,119 BTC in outflows, marking second-largest exit on record (TheBlock)
-Economic Indicators-
1. Dollar Edges Higher Ahead of Data Releases: The dollar index rose above 99.4 on Monday, recovering part of last week's losses as investors prepared for a wave of US economic data releases delayed by the government shutdown to better guide expectations for Federal Reserve policy. (TradingEconomics)
-Security Concerns-
1. Civil society decries digital rights ‘rollback' as European Commission pushes data protection changes: A coalition of 127 civil society groups and trade unions is pushing back on the European Commission’s reported changes to laws protecting citizens' data privacy and regulating how artificial intelligence can harness personal information. “What is being presented as a ‘technical streamlining’ of EU digital laws is, in reality, an attempt to covertly dismantle Europe's strongest protections against digital threats,” they wrote. (RecordedFuture) (AC-Not sure, but the EC may be straight us evil.)
-Technology and Science-
1. AI anxiety is rising among startup founders reacting to fears of an AI bubble. Discussions center on overvaluation and sustainability of AI investments. Founders emphasize practical applications to mitigate risks.(CNBC)
2. Sam Altman Project to Engineer Disease-Free Babies Raises Urgent Ethical Fears: OpenAI CEO Sam Altman, together with his husband Oliver Mulherin, is financially supporting a startup called Preventive, which seeks to use gene editing to eliminate severe genetic conditions in embryos. (TechTImes) (AC-What could possibly go wrong?)
-Bitcoin Community-
1. Americans are using Bitcoin mining operations to heat their homes during winter, offsetting high energy bills for oil, gas, and electric furnaces. The process involves running mining hardware that generates heat as a byproduct.(CNBC) (AC-Nothing Bitcoiners didn't already know, but the MSM is catching up.)
2. Pro-Bitcoin restaurant Steak 'n Shake announces El Salvador expansion: The company attributed a nearly 11% rise in same-store sales in Q2 to its decision to start accepting BTC at its restaurants. Steak ‘n Shake managed to lead all other competitors in the fast food category for same-store sales increases in Q3, including McDonald's, Burger King, Taco Bell, and coffeehouse Starbucks. (CoinTelegraph)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 14/100 (Down 2 pts)
Analyst Comments (AC): As long as Bitcoin is treated like a financial product (as the Japan report states) and taxed at a rate commensurate with that, adoption as a currency will stagnate. Dropping the capital gains tax on Bitcoin transactions will necessarily prove it's real worth. Steak N Shake is trying...
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: 923,590
DTG/ICOD: 1200Z 14Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Major Attack on Kyiv / China Tells Japan to Stay out of Taiwan Issue / SECSTATE Say No US Troops to Go to Mexico / European Antifa Groups Put on Terrorist List / ICE to Charlotte Next / Judge Tells ICE to Release Arrested in Chicago / Singapore Seeking Middle Path With Stablecoins, CBDCs / Major Outflow of BTC ETFs / Lava in Hot Water Over Custody / Stocks Sink / Food Tariffs Lowered / First Big Chinese Cyberattack Done by AI / Apple to Collect WeChat Payments / BitFarms Won't Farm Bitcoin Anymore
Market Data: Price: 1 BTC= $94,970, 23.17 oz Gold, .22 Median US House
24hr Hi: $103,285 / Lo: $94,563
Volume: 123B (Up 86%)
Mkt Cap: $1.9T (Down 8%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Russia's massive attack on Kyiv kills 4, injures 29: At least 29 people were injured as emergency crews responded to multiple strikes. At least 430 drones and 18 missiles were used in the attack across the country. Millions face severe power outages in Ukraine, in the thick of its fourth winter under Russian attacks. (NBC)
2. Beijing vows to strike back if Japan uses military force in Taiwan Strait: Beijing has warned that any Japanese military involvement in the Taiwan Strait would be regarded as “an act of aggression” and vowed to strike back in response, marking the latest twist in a diplomatic spat over Japanese Prime Minister Sanae Takaichi’s remarks on Taiwan. Takaichi told the Japanese parliament last week that the use of military force in the Taiwan Strait could be seen as a “survival-threatening situation” for Japan. (SCMP)
3. Marco Rubio Rejects Unilaterally Sending U.S. Troops Into Mexico: 'Not Going To': "We're not going to take unilateral action and send American forces into Mexico. But we can help them with equipment, training, intelligence sharing. They have to ask for it," Rubio told press. (IBTimes) (AC-Since the report last week emphasized JSOC and CIA activities would be operating under Title 50 authority, plausible deniability would be needed to decrease scrutiny, by both governments. From our perspective the assessment is still 50/50 if operations would still occur, no matter what SECSTATE says.)
-US Events-
1. U.S. Designates Four Europe-Based Antifa Groups as Foreign Terrorist Organizations: The U.S. State Department has designated Antifa Ost, Informal Anarchist Federation/International Revolutionary Front, Armed Proletarian Justice, and Revolutionary Class Self-Defense as Foreign Terrorist Organizations and Specially Designated Global Terrorists, effective November 20. Secretary of State Marco Rubio announced the action, which freezes their U.S. assets and criminalizes material support by Americans. (Reuters/SECSTATE)
2. Trump’s next immigration crackdown will target Charlotte, North Carolina, a sheriff says: Mecklenburg County Sheriff Garry McFadden said in a statement that two federal officials confirmed a plan for U.S. Customs and Border Protection agents to start an enforcement operation Saturday or early next week in North Carolina’s largest city. (AP)
3. A judge ordered the release of hundreds arrested in Chicago’s immigration crackdown.: The detained people must be granted bond by the end of next week, the judge ruled, but big questions remain about how the process will play out – including locating those arrested, some of whom have been moved across the country, plaintiffs say. DHS Spokesperson Tricia McLaughlin said, “At every turn, activist judges, sanctuary politicians, and violent rioters have actively tried to prevent our law enforcement officers from arresting and removing the worst of the worst,”. (CNN)
-Regulatory and Legal-
NSTR
-CBDCs/World Currencies/Strategic Reserves-
1. Singapore to Roll Out Stablecoin Regulations, Expand CBDC Trials: “Regulated stablecoins, while nascent, offer the prospect of value stability. Sound and robust regulation of stablecoins will be critical to underpin their stability,” a monetary managing director said. Adrian Wall, CEO of the Digital Sovereignty Alliance, described Singapore's approach to regulation as sitting in a “balanced middle.” (YahooFinance)
-Institutional Concerns-
1. Spot bitcoin ETFs see $869 million in outflows, marking second-largest exit on record: Thursday's exits marked the ETFs' second-largest daily net outflows since launch. Bitcoin fell 6.4% in the past 24 hours to $96,956 as of 2:30 a.m. ET Friday. (TheBlock)
2. Lava Abandons Self-Custody Amidst Fund Raise, Sparking Controversy: Lava, the Bitcoin-backed loans software company, sparked controversy after a series of announcements following a $200 million fundraise. The company, led by Shehzan Maredia, had previously been marketed as a self-custody wallet and platform, mirroring the functionality of DeFi or decentralized finance products. The pivot has also raised questions about the company’s regulatory status and licenses, as centralized and custodial bitcoin-backed loan providers are arguably regulated under more traditional frameworks. (BitcoinMag)
-Economic Indicators-
1. US to Remove Tariffs on Some Products from Four Latin American Countries: The United States said on Thursday it will remove tariffs on some foods and other imports from Argentina, Ecuador, Guatemala, and El Salvador under framework agreements designed to give US firms greater access to those markets. (TradingEconomics)
2. US Stocks Tumble on Thursday: US stocks tumbled on Thursday, with the S&P 500 down 1.5%, the Nasdaq off 1.9% and the Dow giving back its recent record after losing 1.5% amid a broad sell-off in AI-linked names and cooling expectations for near-term Fed easing. (TradingEconomics)
-Security Concerns-
1. China State-Backed Hackers Used AI To Launch First Massive Cyberattack: Anthropic said Thursday it had disrupted what it called the first large-scale cyber-espionage operation driven largely by AI. Anthropic said a Chinese state-sponsored group used its Claude Code, a version of Claude AI that runs in a terminal, to launch intrusion operations at a speed and scale that would have been impossible for human hackers to match. (Decrypt)
-Technology and Science-
1. Apple Cashes In on WeChat; iPhone to Take Cut from Mini Apps in China: WeChat isn't just a messaging app. In fact, it's now a full ecosystem. With mini apps, games, e-commerce features, and more, the platform has become indispensable for 1.41 billion monthly active users in China. The new deal between Apple and Tencent will allow Apple to process payments for WeChat apps and games and take a 15% cut of every purchase, less than the normal 30% cut Apple takes, but the volume is tremendous. (TechTimes) (AC-The US-China business nexus is so intertwined, even now after the tariff threats and geopolitical tensions. In one way, this is a key indicator of China's 'Unrestricted Warfare' model where economic and social domains fall under Chinese strategic leadership.)
-Bitcoin Community-
1. Bitfarms Will 'Wind Down' Bitcoin Mining and Pivot to AI After $46 Million Loss: Bitfarms, which operates 12 data centers across North America with an energy capacity of 341 megawatts (MW), is confident in its ability to make the transition successfully. (Decrypt)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 16/100 (Up 1 pts)
Analyst Comments (AC): NSTR
Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
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: 923,289
DTG/ICOD: 1200Z 12Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
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.
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
No DIB today or tomorrow due to the summit.
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
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