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