BTC Daily Intelligence Bulletin (DIB) Block: 926,138 DTG/ICOD: 1200Z 02Dec2025 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Ukraine Talks Continue in Moscow / DR Congo, Rwanda to Sign Peace Deal / SECTREAS Opens Investigation into Minnesota Fraud / US Court Disqualifies Alina Habba / Coinbase Execs Sued For Insider Trading / Vanguard Lists Bitcoin ETFs / Strategy Builds a Moat / Silver Zooms / US Fed QT Ends / Stocks Hold / India To Install Cyber Control on Phones / AI Cracks Smart Contracts / Bitmain Crackdown Worries Miners Market Data: Price: 1 BTC= $87,363, 20.76 oz Gold, .20 Median US House 24hr Hi: $87,578 / Lo: $83,578 Volume: 70B (Up 2%) Mkt Cap: $1.74T (Up 2%) HashRate: 1 ZH/s Avg Fee Rate: 6 sats/vBtye (Up 500%) ---Reports--- -International Events- 1. Ukraine Talks: Russian President Vladimir Putin hosted U.S. envoy Jared Kushner in Moscow for discussions aimed at ending the Ukraine war, following recent progress in preliminary negotiations. The meeting focused on cease-fire terms, territorial adjustments, and NATO involvement, with both sides expressing cautious optimism but no immediate agreements announced. (BBC) 2. White House Says DR Congo, Rwanda To Sign Deal Thursday: President Donald Trump has been instrumental in brokering the peace agreement, hosting the leaders for the signing ceremony, which is expected to mark significant progress after over 30 years of conflict. (GroundNews) -US Events- 1. Minnesota Fraud 'Explosion': Minnesota House speaker highlighted an explosion in social services fraud under Governor Tim Walz, costing the state significant funds. Investigations revealed Somali-linked scams totaling $1 billion. SECTREAS Scott Bessent announced today that the Treasury Department was investigating reports that Minnesota taxpayer funds “may have been diverted to the terrorist organization” Al-Shabaab.(Fox/Breitbart) 2. US appeals court rules former Trump lawyer Alina Habba disqualified as New Jersey prosecutor: After her interim appointment expired, the administration used a novel sequence of legal and personnel moves to keep Habba in office, but judges ruled the Federal Vacancies Reform Act barred her acting role as First Assistant U.S. Attorney. (GroundNews) -Regulatory and Legal- 1. Coinbase C-Suite, Marc Andreessen Sued for Billions Over Alleged Insider Trading Scheme: A group of Coinbase stockholders has filed a lawsuit against the company’s leadership over an alleged yearslong scheme involving the insider trading of billions of dollars worth of company stock. (Decrypt) 2. US FDIC to propose GENIUS Act implementation framework this month: "The FDIC has begun work to promulgate rules to implement the GENIUS Act," Hill said in prepared testimony for a House Financial Services Committee hearing on oversight of prudential regulators. "We expect to issue a proposed rule to establish our application framework later this month and a proposed rule to implement the GENIUS Act’s prudential requirements for FDIC-supervised payment stablecoin issuers early next year." (TheBlock) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Vanguard ETF Trading: Vanguard, the second-largest asset manager globally, announced it will permit trading of Bitcoin and other cryptocurrency-linked ETFs and mutual funds on its U.S. platform. The decision reverses prior restrictions and applies to select products meeting regulatory standards. (InvestorDaily) (AC-The option to buy Bitcoin ETFs is now live on the Vanguard website.) 2. Strategy new ‘last resort’ to sell Bitcoin could trigger on 15% dip – sets $1.4B cash reserve contingency: MSTR was prioritizing a $1.44 billion cash reserve and providing investors with detailed parameters for potential asset sales. This represents a pragmatic evolution of its treasury management that acknowledges current market constraints. (CryptoSlate) -Economic Indicators- 1. Silver Breaks $58, Then Just Keeps on Going: Silver’s new high comes just over a month after a severe supply squeeze in the dominant silver trading hub in London last month, which sent prices soaring above levels in Shanghai and New York. (ZeroHedge) 2. US FED Injects $13.5B | 154,621 BTC in Liquidity Overnight as QT Ends: The US Federal Reserve (FED) injected $13.5 billion | 154,621 BTC into the banking system through overnight repurchase agreements as quantitative tightening (QT) ended on Monday. This marks the second-largest liquidity injection since the Covid pandemic. (CoinGape) 3. US Stocks Remain Subdued in Afternoon Trading: US stocks snapped five day win streaks at the start of December as the S&P 500 fell 0.4%, the Nasdaq eased 0.3% and the Dow declined 0.8% while caution dominated ahead of key economic releases this week including the delayed September PCE report and next week’s FOMC decision. (TradingEconomics) -Security Concerns- 1. India orders phone makers to preload devices with state-owned cyber safety app: India’s telecoms ministry has privately asked smartphone makers to preload all new devices with a state-owned cybersecurity app that cannot be deleted, a government order showed, a move likely to antagonize Apple and privacy advocates. (TheGuardian) 2. AI agents pose immediate threat to smart contract security, Anthropic says: The company said in its latest report that it tested models including Claude Opus 4.5 and Claude Sonnet 4.5 in a mock blockchain environment on previously exploited smart contracts deployed after March 2025. Anthropic said the AI agents successfully exploited 17 of 34 test contracts, stealing $4.5 million | 51.53 BTC in simulated funds. (TheBlock) -Technology and Science- NSTR -Bitcoin Community- 1. A US crackdown on Bitmain will leave miners scrambling as repair lines and deliveries seize up: The US government has opened a security review into Bitmain, the Beijing-based manufacturer that sells most of the world’s Bitcoin mining rigs. A months-long federal investigation, known internally as Operation Red Sunset, has been probing whether Bitmain’s machines can be remotely steered for spying or used to interfere with the American power grid. (CryptoSlate) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 24/100 (Down 4 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: 926,015 DTG/ICOD: 1200Z 01Dec2025 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Trump, Maduro Talk Via Phone / Ukraine Talks 'Intense' / US Lawmakers Wants Clarification on SECDEF Orders / Stockton Shooting Injures 14, 4 Dead / 'Permanent Pause' On US Immigration / Japan Implements Flat Tax on Crypto / EUROPOL Shuts Down Crypto Mixer / Bitcoin Drops / Spear Phishing Increases / Thailand Says No to WorldCoin's Biometrics / El Salvador Puts Gov Docs On Bitcoin Blockchain Market Data: Price: 1 BTC= $86,005, 20.15 oz Gold, .20 Median US House 24hr Hi: $91,965 / Lo: $85,653 Volume: 66B (Up 75%) Mkt Cap: $1.71T (Down 6%) HashRate: 1 ZH/s Avg Fee Rate: 1 sats/vBtye (Even) ---Reports--- -International Events- 1. Trump Confirms Call with Maduro on Venezuela: President Trump confirmed a phone call with Venezuelan leader Nicolas Maduro while addressing proposals to close Venezuela's airspace. The discussion focused on drug trafficking and potential US actions in the region. (Fox) 2. Post-war borders dominated "intense" U.S.-Ukraine talks: Negotiations between the U.S. and Ukraine on Sunday focused on where the de facto border with Russia would be drawn under a peace deal, two Ukrainian officials tell Axios. They described the five-hour meeting as "difficult" and "intense," but productive. (Axios) 3. US lawmakers demand answers over Hegseth Venezuela boat strike claims: A US strike on a boat on 2 September left two survivors, but that a second attack was carried out to comply with Defense Secretary Pete Hegseth's orders to "kill everybody" on board - raising fresh legality questions. Hegseth decried the report as "fake news". (BBC) -US Events- 1. Four dead after 14 people shot at family gathering in Stockton, California: The San Joaquin County Sheriff's Office said investigators see early indications of a targeted incident and are exploring all possibilities, while no suspect has been publicly identified and the suspect remains at large. Victims included children as young as 9 and ranged from juveniles to adults. (GroundNews) 2. Trump Announces Drastic 'Permanent Pause' On 'Third World' Migration, Critics Erupt: In a late-night post on his social media platform, the President announced he would 'permanently pause migration from all Third World Countries to allow the US system to fully recover'. He did not specify which nations he meant by 'Third World', nor did he provide details on how the so-called 'pause' would be enforced. (IBTimes) -Regulatory and Legal- 1. Japan Plans Flat 20% Tax on Crypto Gains: Japan is planning to implement a flat 20% tax on cryptocurrency gains, aligning them with equities and investment trusts. (CoinDesk) 2. Germany, Switzerland Shut Down $1.4B | 16,228 BTC Crypto Mixer in Cross-Border Operation: European authorities have dismantled Cryptomixer, a cryptocurrency mixing service that has laundered over $1.4 billion | 16,228 BTC in Bitcoin since 2016. Cryptomixer enabled ransomware crews, underground forums, and dark-web markets to launder proceeds from drug trafficking, weapons trafficking, ransomware attacks, and payment-card fraud by blocking the traceability of funds on the blockchain, according to the agencies. (Decrypt) (AC-So... Mixers are only for criminals?) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- NSTR -Economic Indicators- 1. $150B BTC wiped: Bitcoin drops below $87k on Japan yield shock: A surge in Japanese government bond yields triggered a broad risk-off sentiment, shattering a fragile, low-volume market structure. Japan’s carry-trade repricing set the decline in motion, but trading volume data showed that the selloff worsened due to a market running on minimal liquidity. (CryptoSlate) (AC-The cause-effect on Bitcoin's price is speculative at best.) 2. US 10-Year Treasury Yield Extends Rebound: The yield on the US 10-year Treasury note rose to 4.04% on Monday, extending its rebound from Friday’s session, even as expectations for a Federal Reserve rate cut next week continued to rise. Market participants are currently pricing in an 87% chance of a 25bps rate cut at the Fed’s upcoming meeting. (TradingEconomics) -Security Concerns- 1.Lazarus Group Tops Global Hack Mentions As Spear Phishing Attacks Surge: Lazarus, based on AhnLab’s findings, received the most mentions in post-cybercrime analyses over the last 12 months. The group has been singled out for financially motivated hacks, while Kimsuky seems more focused on intelligence gathering and tailored deception. (Bitcoinist) (AC-TLDR; Don't open files emailed to you unless 100% certain of content.) 2. Thailand bans World iris scans, orders company to delete data: Data regulators in Thailand said they are blocking the Sam Altman-founded company Tools for Humanity from collecting citizens’ iris scans in exchange for cryptocurrency payments. The World iris scan project has already been banned in Brazil, the Phillipines, Indonesia and Kenya. (RecordedFuture) (AC-Nothing good comes from this Altman effort.) -Technology and Science- 1. El Salvador Partners with Simple Proof to Timestamp Government Documents on Bitcoin Blockchain: Simple Proof, the bitcoin-based document timestamping company, recently announced official partnerships with El Salvador’s Ministry of Foreign Affairs and Ministry of Environment to protect government records using the Bitcoin blockchain technology. “With a single transaction, we can protect millions of documents without congesting the network or altering its monetary function,” noting that the system stores only cryptographic hashes rather than actual documents on Bitcoin. (BitcoinMag) -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 28/100 (Up 7 pts) (Not updated today.) 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