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: 923,448
DTG/ICOD: 1200Z 13Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Ukrainian Political Shakeup / EU To Tax Small Chinese Parcels / Trump Signs Bill to Reopen Government / Gov. Newsom's Chief of Staff Charged With Corruption / Brazil Regs to Outlaw Unauthorized Crypto Usage / US Penny No Longer Made / Taiwan Considers SBR / Coinbase Leaves Delaware for Texas / Stocks Up / US Strike Force Targets SE Asian Scammers / Solar Weather Stops NASA Launch / Japanese Woman Marries AI Persona / Global Masters in Bitcoin Offered
Market Data: Price: 1 BTC= $102,936, 24.34 oz Gold, .24 Median US House
24hr Hi: $105,157 / Lo: $100,836
Volume: 73B (Up 17%)
Mkt Cap: $2.05T (Down 2%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Even)
---Reports---
-International Events-
1. Top Ukrainian ministers submit their resignations as the country is rocked by a corruption scandal: As Russia’s renewed attacks on Ukraine’s energy infrastructure cause rolling blackouts ahead of winter, a major embezzlement and kickbacks scandal involving the state-owned nuclear power company has put top officials under scrutiny. Anti-corruption watchdogs — the same agencies Zelenskyy sought to weaken earlier this year— revealed the findings of a 15-month investigation, including 1,000 hours of wiretaps, resulting in the detention of five people, and another seven linked to about $100 million in kickbacks in the energy sector. (AP)
2. EU’s reported parcel crackdown plan a ‘unilateral move’ shifting burden to its own consumers: The European Union (EU) is reportedly planning to fast-track a bloc-wide handling fee on small Chinese parcels. Chinese trade experts warned on Thursday that the accelerated timeline would simply shift structural pressure onto European consumers. If the levy singles out Chinese marketplaces such as Shein, Temu or Alibaba while sparing EU rivals, it risks breaching WTO non-discrimination rules. (GlobalTimes)
-US Events-
1. Trump Signs Bill to Reopen Government After 43 Days of Democrat Shutdown: The clean continuing resolution (CR) funds the government through the end of January and includes three of twelve appropriations for Fiscal Year 2026–agriculture, military construction-Veterans Affairs, and legislative branch–with funding for those through the end of September. (Breitbart)
2. Former Gavin Newsom chief of staff charged in $225K fraud and corruption scheme, DOJ says: Dana Williamson, 53, was charged in a 23-count federal indictment charging her with conspiracy to commit bank and wire fraud, defrauding the United States, obstructing justice, filing false tax returns and lying to authorities. (Fox)
-Regulatory and Legal-
1. Brazil Targets Illegal Bitcoin, Stablecoin Use Through New Proposals: A rule proposed by the country's central bank on Monday would make it easier to target illegal stablecoin use by creating authorization requirements for currency exchanges, including crypto trading platforms.
-CBDCs/World Currencies/Strategic Reserves-
1. Final Penny Production: The US Mint produced its last batch of one-cent coins after over 230 years, citing rising production costs exceeding face value. The decision follows congressional approval to phase out the penny, with existing coins remaining in circulation. Treasury officials noted the move aligns with modern payment trends toward digital transactions. (ABC)
2. Taiwan Lawmaker Pushes Government to Consider Bitcoin Strategic Reserve: The debate centers on Taiwan’s exposure to U.S. debt and China’s economic cycle, the supposed secrecy around seized Bitcoin held in ongoing criminal cases, and the risk that a slow regulatory stance could leave it behind other jurisdictions already experimenting with digital reserve diversification. (Decrypt)
-Institutional Concerns-
1. Coinbase to Leave Delaware for Bitcoin-Friendly Texas: Coinbase, America's biggest crypto exchange by trading volume, is leaving Delaware to reincorporate in Texas, citing a crypto-friendly environment and "strong culture of celebrating builders" for the decision. (Decrypt)
-Economic Indicators-
1. US 10-Year Yield Rises as Govt Shutdown Ends: The yield on the US 10-Year Treasury note climbed about 3 basis points to 4.09% on Thursday after President Donald Trump signed a short-term funding bill into law, ending the longest US government shutdown in history. (TradingEconomics)
2. Dow Jones Hits Record High: US stocks rallied as the Dow jumped 410 points to a fresh record, while the S&P 500 and the Nasdaq posted modest gains, as growing confidence mounted that the long government shutdown will be resolved this week. (TradingEconomics)
-Security Concerns-
1. US announces ‘strike force’ to counter Southeast Asian cyber scams, sanctions Myanmar armed group: The U.S. is establishing a strike force to target cyber scam compounds across Southeast Asia that have stolen billions from Americans over the last five years. The Treasury Department said the Scam Center Strike Force will consist of agents and lawyers from the Justice Department, Secret Service, State Department and FBI. (RecordedFuture)
-Technology and Science-
1. An explosion 92 million miles away just grounded Jeff Bezos’ New Glenn rocket: The second flight of Blue Origin’s New Glenn rocket was postponed again Wednesday as a supercharged wave of magnetized plasma from the Sun enveloped the Earth, triggering colorful auroral displays and concerns over possible impacts to communications, navigation, and power grids. Blue Origin said NASA, its customer on the upcoming launch, decided to postpone the mission to send the agency’s two ESCAPADE spacecraft on a journey to Mars. (ARSTechnica)
2. Japanese Woman ‘Marries’ AI Persona Created with ChatGPT: the woman, only identified as 32-year old Ms. Kano, “married” the AI chatbot in a ceremony organized by a Okayama-based company that specializes in weddings with “2D” fictional figures. The virtual wedding ceremony isn’t legally recognized in Japan. “Sometimes I worry he’ll disappear. ChatGPT could shut down anytime. He only exists because the system does,” the woman said. (Breitbart)
-Bitcoin Community-
1. Hesperides University Launches World’s First Global Master in Bitcoin: Hesperides University has launched the world’s first fully online Master in Bitcoin, a program dedicated exclusively to studying Bitcoin’s technology, economics, and societal impact. The program is aimed at professionals, entrepreneurs, and researchers seeking a deeper understanding of Bitcoin and its global ecosystem. The program is fully online and designed to accommodate working professionals. Enrollment opens in January 2026. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 15/100 (Down 9 pts)
Analyst Comments (AC): This is an extremely low and rare number for the sentiment index. Opportunity knocks.
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.