image BTC Daily Intelligence Bulletin (DIB) Block: 903.523 DTG/ICOD: 1200Z 01JUl2025 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Russia Launches Biggest Attack Yet / Hong Kong Crackdown Continues / Idaho University Killer Pleads Guilty / US DOJ Sues LA / Senate to Vote on BBB Today / SCOTUS Rules IRS Can Scoop Crypto Exchange Data / Kazakhstan May Start Crypto Reserve / Trump's Stablecoin Takes 2nd Place / Hut8 Goes to Dubai / BTC ETFs Continue 15-day Streak / DOJ Hits N. Korean Hackers / ICC Targeted in Cyber Attack / Apple May Outsource AI / Fold Card Hits Snags Market Data: Price: 1 BTC= $106,689, 31.85 oz Gold, .25 Median US House 24hr Hi: $107,870 / Lo: $106,346 Volume: $43B (Up 14%) Mkt Cap: $2.12T (Down 1%) HashRate: 877 EH/s Avg Fee Rate: 2 sats/vBtye (Even) ---Reports--- -International Events- 1. Russia launches the biggest aerial attack since the start of the war, Ukraine says: Russia fired a total of 537 aerial weapons at Ukraine, including 477 drones and decoys and 60 missiles, Ukraine’s air force said. Of these, 249 were shot down and 226 were lost, likely having been electronically jammed. Russia has recently been improving its drone technology as well as its tactics, striking Ukraine with increasing success. (AP) 2. Hong Kong’s security net extends beyond arrests as small businesses pressured: It’s been years since mass arrests all but silenced pro-democracy activism in Hong Kong. But a crackdown on dissent in the semiautonomous Chinese city is still expanding, hitting restaurants, bookstores and other small businesses. Those critical of the city’s political changes say it’s a less visible side of a push to silence dissent that began five years ago, (AP) (AC-Tyranny is alive and well.) -US Events- 1. Bryan Kohberger to plead guilty to killing 4 University of Idaho students: Bryan Kohberger has agreed to plead guilty to murdering four University of Idaho students as part of a deal with prosecutors to avoid the death penalty. Kohberger, 30, is accused in the stabbing deaths of Ethan Chapin, Xana Kernodle, Madison Mogen and Kaylee Goncalves at a rental home near campus in Moscow, Idaho, in November 2022. Autopsies showed the four were all likely asleep when they were attacked, some had defensive wounds and each was stabbed multiple times. (ChicagoTribune) 2. Trump administration sues Mayor Karen Bass, L.A. City Council over sanctuary policy: The lawsuit, filed by the Trump administration in California’s Central District federal court, said the country is “facing a crisis of illegal immigration” and that its efforts to address it “are hindered by Sanctuary Cities such as the City of Los Angeles, which refuse to cooperate or share information, even when requested, with federal immigration authorities.” (LATimes) 3. Senate Set To Begin 'Vote-a-Rama' On $3.3 Trillion Megabill Monday Morning: The vote-a-rama will allow senators to introduce an unlimited number of amendments to the bill, a procedure typically used during budget reconciliation debates. Each amendment will be considered and voted on in rapid succession before the chamber proceeds to a final up-or-down vote. Only a simple majority of 51 votes is needed for passage. The final vote on the so-called "megabill" could come as early as Monday evening, provided Senate rules and timelines are met. (IBTimes) -Regulatory and Legal- 1. Supreme Court confirms IRS right to access customer data from crypto exchanges without warrant: The United States Supreme Court has allowed a lower court ruling to stand, granting the Internal Revenue Service broad authority to access customer data from cryptocurrency exchanges. The outcome solidifies the government’s authority to compel crypto exchanges to turn over vast amounts of customer transaction data. (CryptoSlate) (AC- This ruling does not affect P2P transactions.) -CBDCs/World Currencies/Strategic Reserves- 1. National Bank of Kazakhstan to Establish Cryptocurrency Reserve: The Kazinform International News Agency reported that the National Bank of the country had openly acknowledged the consideration of such a reserve, revealing that its “formation and management, including the development of the crypto-reserve at the grounds of the National Bank affiliate” was being studied in depth. (BitcoinCom) (AC-Note that the country is 'considering' a reserve, not committed.) 2. USD1 Surpasses USDC as Second Most-Traded Stablecoin: World Liberty Financial’s stablecoin, USD1, has overtaken USDC in daily trading volume for the first time ever. Today, USD1 hit $3.37 billion in 24-hour volume, making it the second most-traded stablecoin of the day, behind the industry’s leader, USDT. (BitcoinSensus) -Institutional Concerns- 1. Trump-linked Hut 8 Expands to Dubai, Raises $220 Million for Bitcoin and Mining Infrastructure: The company owns American Bitcoin, co-founded by Eric Trump, with plans to go public via a merger with Gryphon Digital Mining. (Decrypt) 2. Bitcoin ETFs’ inflow streak hits 15 days, pulling in nearly $5 billion | 46,909 BTC as BTC hovers below all-time highs. (TheBlock) -Economic Indicators- 1. US 10-Year Yield Hits 2-Month Low: The yield on the US 10-year Treasury note dropped to around 4.22% on Tuesday, its lowest level in two months, as mounting concerns over the US fiscal outlook and trade-related uncertainties pressured sentiment. (TradingEconomics) 2. S&P 500, Nasdaq Climb to New Highs: US stocks rose on Monday as investors aimed to close out a volatile first half of 2025 with fresh record highs. The S&P 500 and Nasdaq 100 both gained 0.5%, extending their all-time highs, while the Dow added 207 points, supported by strong performances from Big Tech giants like Microsoft and Meta, which also reached new peaks. (TradingEconomics) -Security Concerns- 1. North Korean Nationals Charged by DOJ for Posing as Remote Devs to Steal $1M: Federal prosecutors revealed that four North Korean nationals posed as remote developers to steal nearly $1 million | 9.3 BTC in crypto from an Atlanta-based blockchain startup. The defendants operated in the UAE before infiltrating U.S. and Serbian crypto firms, using fake identification documents to launder stolen funds. (Decrypt) 2. International Criminal Court targeted by new ‘sophisticated’ attack: The ICC credited its “alert and response mechanisms” for “swiftly” discovering, confirming and containing the attack. It did not comment on the attackers’ motives, nor on whether any sensitive information from its prosecutions had been compromised. (TheRecord) (AC-Both Russian and Israeli Presidents were recently targeted by ICC warrants for arrest. Both countries have strong cyber programs.) -Technology and Science- 1. Apple weighs using Anthropic or OpenAI to power Siri in major reversal: Apple has had discussions with both companies about using their large language models for Siri, asking them to train versions of their LLMs that could run on Apple’s cloud infrastructure for testing. (CNBC) (AC-Efforts to create their own LLM for Siri have stalled.) -Bitcoin Community- 1. Fold Stock Falls as Bitcoin Rewards Credit Card Is Postponed: Fold Holdings (FLD) announced a delay in the rollout of its Fold Bitcoin Credit Card due to a key infrastructure partner exiting the credit card business. This news caused shares to drop over 7%, impacting the company's stock performance. (Decrypt) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 64/100 (Down 2 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
image BTC Daily Intelligence Bulletin (DIB) Block: 903.388 DTG/ICOD: 1200Z 30Jun2025 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Iran Ceasefire Still Tenuous / Russia Pushing Hard in Ukraine / Canada Rescinds Digital Tax to Negotiate With US / Gunman Ambushes Firefighters in Idaho, 2 Killed / Sen. Tillis Says Won't Seek Reelection / 'Alligator Alcatraz' to Open This Week / Lawsuits Pile Up on MSTR / IMF Leverages Against Bitcoin / China to Push Gold-Backed Yuan at BRICS Summit / USD Under Fire / Korea Pauses CBDC in Favor of Stablecoins / Blackrock BTC ETF Leads The Pack / Bhutan 'All in' on Bitcoin / Police Opening Bitcoin ATMs Create Another Victim / Public Grows Weary of Centralized AI / BTC Miner Revenues Down Market Data: Price: 1 BTC= $107,693, 32.85 oz Gold, .25 Median US House 24hr Hi: $108,798 / Lo: $107,318 Volume: $37B (Up 22%) Mkt Cap: $2.14T (Up .8%) HashRate: 853 EH/s Avg Fee Rate: 2 sats/vBtye (Down 55%) ---Reports--- -International Events- 1. Iran Has 'Serious Doubts' If Israel Will Honor Ceasefire Agreement: Iran appealed to the UN Security Council on Sunday, calling upon the body to recognize Israel and the United States as the aggressors in the recent 12-day war. Furthermore, Iran is refusing to concede its nuclear program. (IBTimes) 2. Russia has amassed 110,000 troops near strategic Ukrainian city, Kyiv says: Russia has amassed 110,000 troops in the vicinity of Pokrovsk as part of its efforts to take over the strategic eastern Ukrainian city, the Ukrainian military chief said Friday. Kyiv and its allies accuse Putin of stalling on peace efforts so that his forces can seize more Ukrainian territory. Although not a major city, Pokrovsk sits on a key supply road and railroad that connect it with other military hubs in the area. (CNN) 3. Canada rescinds digital services tax to advance stalled US trade talks: The tax imposed a 3% charge on digital revenues generated in Canada that surpassed $20 million, targeting companies with global earnings above $1.1 billion, which led U.S. President Trump to halt trade discussions. With Canada withdrawing the tax, both countries expect stalled trade talks to progress and reduce economic conflict affecting technology and other sectors. (GroundNews) -US Events- 1. Suspected gunman found dead after fatal shooting of Idaho firefighters: Two firefighters were shot and killed as they responded to a brush fire near Coeur d’Alene, Idaho, authorities said. One other wounded firefighter was out of surgery and stable at a Coeur d'Alene hospital late Sunday. The fire appeared to have been set as part of an "ambush," and sheriff’s deputies took active sniper fire, Kootenai County Sheriff Bob Norris said. (NBC) 2. Sen. Thom Tillis says he won’t seek re-election after opposing Trump megabill: “As many of my colleagues have noticed over the last year, and at times even joked about, I haven’t exactly been excited about running for another term,” Tillis said in a statement. (CNBC) 3. Trump to Attend Opening of ‘Alligator Alcatraz’ in Florida this Week: The facility will reportedly hold migrants arrested in Florida and migrants transferred by U.S. Immigration and Customs Enforcement (ICE) officers. The president plans to join Department of Homeland Security (DHS) Secretary Kristi Noem at the opening on Tuesday. (Breitbart) -Regulatory and Legal- 1. Copycat Lawsuits for Bitcoin Giant Strategy: There are at least five different law firms that have filed copycat class action lawsuits against Strategy (formerly MicroStrategy). Law professors spelled out the motivation pretty plainly: “The fees can be very lucrative,” (Decrypt) 2. How The IMF Prevents Global Bitcoin Adoption (And Why They Do It): The only nations that were able to resist IMF pressure were El Salvador, prior to gaining an IMF loan, and Bhutan which does not have an IMF loan. Each country with an IMF loan who has adopted, or attempted to adopt Bitcoin at a nation-state level has been successfully thwarted, or largely thwarted by the IMF. The IMF fought Bitcoin adoption in El Salvador, CAR, and Argentina. Now they are fighting Pakistan’s intention to mine Bitcoin as a Nation State. Yet, at the grassroots level, Bitcoin undermines the IMF’s “crisis leverage” and increases resilience. Thriving communities don’t need bailouts, so the IMF can’t demand privatization in exchange for loans. (BitcoinMag) (AC-A very good article researched and written by Danial Batten at BPI.) -CBDCs/World Currencies/Strategic Reserves- 1. China Builds Global Gold-Vault Network: July’s BRICS Summit will quietly advance China’s gold-linked yuan settlement system, expanding beyond trade rhetoric to structural change. China aims to internationalize the yuan by offering implicit gold convertibility—especially to oil exporters—anchoring trust without formal backing. This new settlement architecture positions the yuan as a credible challenger to the dollar in global trade. (ZeroHedge) (AC-The BRICS Summit will occur July 6-8 in Brasil.) 2. US Dollar Faces Historic Stress Test as BIS Issues Dire Warning on Global Fragility: “Trade policy changes have been accompanied by the prospect of an ambitious fiscal expansion, questioning of central bank independence, discussions about penalizing foreign holders of US securities and challenges to the legal system, among others. The repeated cycle of announcements, adjustments and reversals has fostered an atmosphere of uncertainty and unpredictability,” BIS General Manager Agustín Carstens said. (BitcoinCom) 3. Bank of Korea pauses CBDC project as local stablecoin adoption picks up speed: South Korea's central bank has decided to temporarily pause its CBDC project as local currency-based stablecoins gain momentum under endorsement by the country's president. (TheBlock) -Institutional Concerns- 1. BlackRock’s IBIT hits $70B | 651,284 BTC AUM faster than any US ETF: “Dominance for all other ETFs in terms of total AUM has been in constant decline, initially dominated by GTBTC outflows, but more recently due to a clear preference for IBIT by investors.” (CryptoSlate) 2. Bhutan Bets on Binance Pay to Power Crypto-Backed Tourism Economy: Bhutan is going full tilt on crypto — not just to modernize its financial rails, but to attract high-value global travelers and build a digitally resilient economy. “This is the first national crypto payments system,” Teng said. “The average crypto tourist spends $1,000 | 930,406 sats — nearly three times a regular tourist — and merchants receive instant settlements,” he added. (CoinDesk) -Economic Indicators- 1. US 10-Year Yield Remains Under Pressure: The yield on the US 10-year Treasury note hovered around 4.28% on Monday, remaining under pressure as investors awaited this week’s key employment data, which could reveal signs of labor market softness and strengthen the case for a Federal Reserve rate cut. (TradingEconomics) 2. Dollar Holds Near 3-Year Lows: The US dollar index hovered around 97.2 on Monday, lingering at its lowest level since February 2022. (TradingEconomics) -Security Concerns- 1. 'Rogue' Police Are Destroying Bitcoin ATMs: Bitcoin Depot Legal Chief: U.S. law enforcement officials using brute force to seize cash from Bitcoin ATMs are overstepping their authority and may be violating the law, Bitcoin Depot CLO Chris Ryan said. “You’ve got these rogue law enforcement officers thinking that they’re doing the right things by these consumers,” Ryan said. “What they’re actually doing is creating another victim, which is us, with the damage of our property and seizing of our funds.” (Decrypt) -Technology and Science- 1. Declining public trust in AI is a national-security problem: Americans’ trust in artificial intelligence is declining even as global advances in the field accelerate. That points to a potential national-security problem: lawmakers across partisan lines, industry leaders, think tanks, and others have warned that falling behind China on AI would put the United States at a disadvantage. Negative public sentiment could undermine congressional and financial support for research and development in the field. If building public trust in AI is critical for national security and U.S. competitiveness, how do you do it? One idea: give users more control. (DefenseOne) (AC-The between-the-lines interpretation is that people are losing trust in centralized AI companies and would respond better to decentralized and privacy-focused LLMs.) -Bitcoin Community- 1. Bitcoin Daily Mining Revenue Falls to 2-Month Low: Daily mining revenue for Bitcoin hit a low of $34 million | 316 BTC on June 22, with hashrate dropping 3.5% since June 16, the most significant decline since July 2024. Despite this, miner capitulation has not occurred, with wallets holding steady and reserves growing. (Decrypt) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 66/100 (Up 1 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
image BTC Daily Intelligence Bulletin (DIB) Block: 902,934 DTG/ICOD: 1200Z 27Jun2025 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Iran Nuke Damage Inconclusive / Japan Hangs Serial Killer / CCP Using Lawfare to Slow US Energy / New CDC Vaccine Panel Making Recommendations / SCOTUS To Reveal Big Decisions Today / Barclays's Bans Crypto Purchases With Credit Card / US Dollar Index Biggest Decline Since 1973 / BTC ETFs Continue Inflow Streak / Trump's WorldFi Gets Boost From UAE / Coinbase Hints At SBR / Stocks Boom / US House Bans WhatsApp For Members / CyberCom Gets New Head / Blue Screen of Death Departs After 40 Years / What's in Store for the Mideast? Market Data: Price: 1 BTC= $107,000, 32.63 oz Gold, .25 Median US House 24hr Hi: $107,973 / Lo: $106,519 Volume: $43B (Down 12%) Mkt Cap: $2.12T (Even) HashRate: 815 EH/s Avg Fee Rate: 5 sats/vBtye (Up 300%) ---Reports--- -International Events- 1. Iran's Nuclear Sites Damage: Former President Trump has escalated his pushback against Pentagon assessments regarding the damage to Iran's nuclear sites, labeling reports as "fake news" and defending the B-2 pilots involved in the strikes. (ABC) (AC-Trump continues to challenge, in public, assessments of US intelligence, indicating a loss of trust in the institutions.) 2. Japan hangs 'Twitter killer' in first execution since 2022: Takahiro Shiraishi had been sentenced to death for his 2017 strangling and dismembering of eight women and one man in his apartment in Zama city in Kanagawa near Tokyo. He was dubbed the "Twitter killer" as he contacted victims via the social media platform. Capital punishment is carried out by hanging in Japan. (Reuters) 3. CCP Climate Lawfare Against U.S. Energy Exposed Before Senate Judiciary Committee: The hearing, titled “Enter the Dragon—China and the Left’s Lawfare Against American Energy Dominance,” was held by the Subcommittee on Federal Courts, Oversight, Agency Action and Federal Rights, dug deep into how China has funded the push for progressive courts and to weaken American energy production, following a bombshell State Armor report exposing Energy Foundation China’s (EFC) ties to the CCP. (Breitbart) -US Events- 1. RFK Jr.’s CDC vaccine panel backs Merck RSV shot for infants: The CDC's newly installed Advisory Committee on Immunization Practices voted 5-2 to recommend Merck's newly approved RSV antibody shot, clesrovimab, for infant protection in the Vaccines for Children Program. (GroundNews) (AC-With the complete change to the board, every new decision may be controversial.) 2. Supreme Court tees up blockbuster final day of term: The Supreme Court will hand down its final decisions of the term on Friday, and will hand down six opinions in some of the biggest cases of the year, including those dealing with Trump’s birthright citizenship order, a challenge from religious parents who want to opt their children out of reading LGBTQ books in school and a First Amendment suit over a Texas law that requires people to verify their age before accessing porn online. (CNN) 3. Trump administration plans to deport Abrego Garcia to 3rd country, prosecutors say: A day after the judge in Kilmar Abrego Garcia's human smuggling case outlined the conditions of his potential release on bail, his attorneys filed an emergency motion Thursday seeking to have him returned to Maryland as he awaits trial. But a government attorney told U.S. District Judge Paula Xinis that, should Abrego Garcia be released on bond, the administration will seek to deport him to a country other than his native El Salvador. (ABC) -Regulatory and Legal- 1. Barclays to ban crypto transactions on credit cards from Friday: United Kingdom-based bank Barclays will begin blocking crypto transactions made through its Barclaycard credit cards starting Friday, citing risks associated with cryptocurrency volatility. “We’re doing this because a fall in the price of crypto assets could lead to customers finding themselves in debt they can’t afford to repay,” said Barclays. (CoinTelegraph) (AC-Why do customers accept this?) -CBDCs/World Currencies/Strategic Reserves- 1. Dollar's Dramatic Drop Signals Investor Caution As Fed Speculation Grows: The U.S. dollar is facing its sharpest first-half drop in over five decades, as markets absorb mounting uncertainty around future Federal Reserve actions and growing political interference. The dollar index has declined more than 10% since January—its worst performance for a first half of the year since 1973. (IBTimes) -Institutional Concerns- 1. Bitcoin ETFs Record 13-Day Winning Streak: Bitcoin ETFs have seen a record-breaking streak of inflows, bringing in over $2.9 billion | 27,000 BTC in 13 consecutive trading days. (Decrypt) 2. President Trump's Crypto Project Just Got $100 Million From a UAE Fund: Aqua 1 Foundation invested $100 million | 931 BTC in World Liberty Financial's WLFI tokens to advance a blockchain financial ecosystem merging traditional and decentralized finance. The project, backed by President Trump, aims to create an institutional-grade marketplace for traditional assets. (Decrypt) 3. Coinbase hints at Bitcoin treasury as COIN stock reaches new heights: Coinbase CEO Brian Armstrong has revealed that the exchange is steadily acquiring Bitcoin weekly, signaling what many believe could be the early stages of a treasury-building effort. (CryptoSlate) -Economic Indicators- 1. S&P 500, Nasdaq 100 Rally to New Highs: US stocks surged on Thursday, with the S&P 500 reaching all-time high and Nasdaq 100 topping its previous session's record closes, driven by easing geopolitical tensions, strong tech performance, and rising hopes for interest rate cuts. The S&P 500 rose 0.8%, while the Nasdaq added 1% and the Dow advanced 390 points. (TradingEconomics) -Security Concerns- 1. U.S. House Bans WhatsApp Over Data Security Concerns: The U.S. House of Representatives has officially banned the use of WhatsApp on all government-issued devices, citing serious cybersecurity concerns. WhatsApp poses a “high-risk to users due to the lack of transparency in how it protects user data, absence of stored data encryption, and potential security risks involved with its use.” Recommended apps included Microsoft Teams, Amazon’s Wickr, Apple’s iMessage and Facetime, and Signal. (ZeroHedge) 2. NSA’s Patrick Ware takes over as top civilian at U.S. Cyber Command: Patrick Ware, a senior executive at the National Security Agency, has been named the new top civilian leader at U.S. Cyber Command. (TheRecord) -Technology and Science- 1. Microsoft Windows Removes the 'Blue Screen of Death' Error Message After 40 Years: It was revealed that this change is part of the Windows Resiliency Initiative, which focuses on increasing "resiliency and security" in Windows systems, offering a "simplified UI for unexpected restarts." (TechTimes) (AC-It's telling how long it took a leading tech firm to focus on OS resilience.) -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 65/100 (Down 9 pts) Analyst Comments (AC): Forecast Friday: Since Iranian tensions seem to be winding down, lets look at the possibilities of geopolitical structures in the Middle East for the next few years. How will Israel's efforts at enemy proxy defeats, Iran's wounding and US deal-making 'remake' the middle east? Over the next few years, these recent events could reshape the Middle East into a more fragmented yet cautiously cooperative region. Israel’s strengthened position, bolstered by US and UK support, may deter direct challenges, enabling it to consolidate regional influence, particularly through normalized ties with Gulf states. Iran, wounded by proxy losses and economic pressures, is likely to pursue pragmatic diplomacy to avoid further isolation, potentially reviving nuclear talks or securing concessions in Yemen. The US’s deal-making approach could foster temporary alignments, like Saudi-Iran détente or progress on Palestinian governance, but unresolved issues—such as Syria’s power vacuum, climate-driven resource scarcity, and lingering Palestinian tensions—risk localized conflicts. This dynamic suggests a Middle East balancing cautious stabilization with persistent volatility, as Gulf states hedge via China and Russia, while the US selectively engages to counterbalance Iran’s influence. 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