📷 BTC Daily Intelligence Bulletin (DIB)
Block: 926,282
DTG/ICOD: 1200Z 03Dec2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Japan Yields to China Pressure / N. Ireland Politicians Threatened / Nor'easter Hits East Coast / Republican Wins TN Election / Trump Pardons Honduran Ex=President / Next Fed Chief Teased / Aussie Bitcoiners Fight FUD / UK Bill States Crypto is Property / Gensler Says Only Bitcoin Legit / Bitcoin Settles As Much As VISA / B of A Endorses 4% Crypto Allocation / Employment Down / MSTR Negotiates With MSCI Index / Anthropic Preps for Big IPO
Market Data: Price: 1 BTC= $93,178, 22.07 oz Gold, .22 Median US House
24hr Hi: $93,965 / Lo: $87,646
Volume: 85B (Up 23%)
Mkt Cap: $1.85T (Up 6%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 80%)
---Reports---
-International Events-
1. Japan’s Sanae Takaichi reaffirms Taiwan is a part of China: Japan’s position on Taiwan remains unchanged, Japanese Prime Minister Sanae Takaichi said on Wednesday, referring to a 1972 commitment that led to the normalisation of ties between Beijing and Tokyo. Takaichi’s comments come nearly a month after she told the parliament that an attack on Taiwan by the PLA could constitute a “survival-threatening situation” – one that could allow Tokyo to engage in military action. (SCMP)
2. Masked Gunmen Threaten N. Ireland Politicians in Video: Three masked, armed men calling themselves the New Republican Movement posted a video last week threatening elected officials in Newry, Mourne and Down, calling them 'legitimate targets' over immigration policies and claiming to know their addresses and movements. Police launched a criminal investigation to identify those responsible for what officials condemned as an attack on democracy. (GroundNews)
-US Events-
1. Winter Storm Hits Eastern US: A Nor'easter brought heavy snow, ice, and flooding to the East Coast, affecting over 75 million people under weather alerts. The storm caused power outages, travel disruptions, and flight cancellations. Some areas received over a foot of snow, with ongoing rescue efforts. (NPR)
2. Tennessee Special Election Results: Republican Matt Van Epps won Tennessee's 7th District special election against Democrat Aftyn Behn, securing a relatively tight victory. The race saw millions in ad spending and rallies from Trump and Speaker Mike Johnson. Van Epps' win strengthens GOP control in the House. (NYTimes)
3. Trump Pardons Former Honduran President: President Trump pardoned Juan Orlando Hernández, the ex-Honduran leader convicted in a major drug-trafficking case linked to global narco-networks. The pardon sparked bipartisan criticism, with accusations of undermining justice. Hernández was released from prison following the decision. (NYPost)
-Regulatory and Legal-
1. Next Fed Chair Teased: US President Trump said he will be announcing Fed Chair in early 2026, while he commented that even JPM's Dimon said Powell should reduce rates and reiterated that US Treasury Secretary Bessent doesn't want the job. It was later reported that President Trump said they looked at ten Fed candidates and have it down to one, while he referred to NEC Director Kevin Hassett as a potential Fed chair. (ZeroHedge)
2. UK Passes Digital Assets Bill Recognizing Crypto as Property: The Property (Digital Assets etc) Bill confirms that digital assets have the same legal status as traditional forms of property, a shift designed to protect ownership rights, inheritance claims and recovery efforts. (Decrypt)
3. Australian Bitcoin Group Challenges ABC News Over 'Misleading' Coverage: The Australian Bitcoin Industry Body filed its grievance with the Australian Broadcasting Corporation on Tuesday, targeting an article that the group claims "misrepresented Bitcoin's purpose, conflated it with criminal activity, omitted long-standing publicly available information, and relied on sensational language rather than evidence." (Decrypt) (AC-Pushback is needed everywhere.)
-CBDCs/World Currencies/Strategic Reserves-
1. Only Bitcoin Escapes the “High-Risk” Label, Warns Former SEC Chair Gary Gensler: In a fresh conversation with Bloomberg TV, he separated Bitcoin from the rest of the industry once again, arguing that nearly every other token functions as a speculative gamble rather than a sound investment. (CoinDoo) (AC-For once, we agree.)
2. Bitcoin now settles Visa-scale volumes, but most is for wholesale, not coffee: Bitcoin settled $6.9 trillion worth of payments over the past 90 days, which is “on par with or above Visa and Mastercard,” according to blockchain data platform Glassnode. Bitcoin’s settlement volume is mainly attributed to trading, remittances, and store-of-value investment, as global merchant adoption remains low. (CoinTelegraph)
-Institutional Concerns-
1. Bank of America Endorses up to 4% Allocation to Cryptocurrencies for Wealth Management Clients: Bank of America plans to introduce digital asset exposure for wealth management clients, allowing up to 4% allocation to cryptocurrencies starting next year. This move aims to cater to investors with varying risk profiles, with coverage of Bitcoin ETFs from various providers also set to begin in January. (Decrypt)
2. MSCI Index Removal Threat Grows as Strategy Enters Negotiation Talks, Saylor Confirms: Strategy has officially started off talks with top index firm MSCI. Michael Saylor has confirmed that the negotiations are underway in a bid to remove his firm from the key index. (CoinGape)
-Economic Indicators-
1. Bitcoin just ripped 11% after the Fed quietly restarted a $38 billion money printer mechanism: The Federal Reserve formally ended quantitative tightening (QT) on Dec. 1, coinciding with the New York Fed conducting approximately $25 billion in morning repo operations and another $13.5 billion overnight, the largest such injections since 2020. (CryptoSlate)
2. US Private Sector Cuts Jobs Again: ADP: Private businesses in the US cut 32K jobs in November 2025, following an upwardly revised 47K gain in October, and compared to forecasts of a 10K rise. (TradingEconomics)
-Security Concerns-
NSTR
-Technology and Science-
1. Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI: The start-up, led by chief executive Dario Amodei, was also pursuing a private funding round that could value it above $300 billion, including a $15 billion combined commitment from Microsoft and Nvidia, per the report. (CNBC)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 28/100 (Up 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: 926,405
DTG/ICOD: 1200Z 04Dec2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Maduro Looks For Support / Putin Visits India / Trump Reverses Fuel Standards / Green Card Status Frozen for 19 Countries / Bill May Raise VA Disability Compensation / EU Investigates Meta / BPI Calls For Samourai Dev Pardon / 21 Capital Goes Public / Fink Reverses Course on Bitcoin / Japan Yields at 18-Year High / Austrian Torture and Murder for Crypto / Ledger Faces Another Security Risk / Bitcoin Mining Cheap In Columbia / Bitcoin MENA Draws 12K
Market Data: Price: 1 BTC= $92,684, 22.12 oz Gold, .22 Median US House
24hr Hi: $94,060 / Lo: $91,782
Volume: 70B (Down 17%)
Mkt Cap: $1.85T (Even)
HashRate: 1 ZH/s
Avg Fee Rate: 3 sats/vBtye (Up 200%)
---Reports---
-International Events-
1. Maduro Strengthens Alliances Amid Trump Threats: Venezuelan President Nicolás Maduro is bolstering ties with Russia and China in response to threats from the Trump administration. The U.S. has warned of potential sanctions and military intervention if Maduro refuses to relinquish power. Diplomatic negotiations have begun but remain strained as of December 3, 2025. (NYTimes)
2. Putin visits India amid Ukraine peace push: Putin’s 30-hour speed trip also coincides with a tense turn in relations between Washington and New Delhi, with the US also punishing India with tariffs and a sanctions threat for its strong historic ties with Russia and a surge in its purchase of Russian crude during the Ukraine war. (ALJazeera)
-US Events-
1. Trump Administration Rolling Back Biden-Era Fuel Economy Standards that Drove Up Car Prices: President Donald Trump announced Wednesday that his administration is resetting Biden-era Corporate Average Fuel Economy (CAFE) standards that increased car prices. (Breitbart)
2. Your Green Card Status Could Be Frozen as US Targets 19 Countries, Eyes Expansion to 32: The Trump administration has paused all immigration applications, including green card and citizenship processing, for nationals from 19 countries. This sweeping crackdown has left thousands facing an uncertain future, with many scheduled appointments suddenly cancelled. (IBTimes)
3. Bill would raise VA compensation for severely injured vets, survivors: A bill in Congress would significantly increase the amount of disability compensation awarded to veterans with catastrophic injuries and survivors, but lawmakers are sparring over how to cover its estimated $7 billion cost. The Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act, HR 6047, would raise the amount of disability compensation provided to these families by $10,000 a year and increase payments for survivors by 1% each year for five years. (MilitaryTimes)
-Regulatory and Legal-
1. EU launches antitrust probe into Meta over use of AI in WhatsApp: The EU said Thursday it has opened an antitrust probe to determine if the way Meta is rolling out AI features in WhatsApp breaches the bloc's competition rules. (France24)
2. Bitcoin Policy Institute calls for Samourai pardon as petition tops 3,200: A Washington think tank and prominent Bitcoiners say jailing the Samourai Wallet developers for an “unlicensed money transmitter” conspiracy criminalizes non-custodial code. (CoinTelegraph)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin Firm Twenty One Capital to Start Trading on NYSE This Month: Twenty One Capital, a Bitcoin-focused firm, is set to trade on the NYSE December 9 under the ticker "XXI," after merging with Cantor Equity Partners (CEP). The merged entity, led by Strike CEO Jack Mallers, aims to provide public equity exposure to Bitcoin. (Decrypt)
2. BlackRock CEO Larry Fink Says He Was Wrong About Bitcoin, Reveals a ‘Big Shift’ in His View: BlackRock CEO Larry Fink, once a Bitcoin critic, now sees it as a hedge and potential portfolio asset, while BlackRock expands into crypto and asset tokenization. (BitcoinMag)
-Economic Indicators-
1. US 10-Year Yield Tracks Global Peers Higher: The yield on the 10-year US Treasury note rose to around 4.08% on Thursday, reversing the previous session’s decline and following a global rise in bond yields amid an increasingly hawkish monetary policy outlook in other major economies. Japan’s 10-year bond yield surged to a fresh 18-year high on speculation that the Bank of Japan could raise interest rates later this month, with an auction of 30-year JGBs drawing the strongest demand since 2019. (TradingEconomics)
-Security Concerns-
1. Austrian Police Arrest Two Ukrainians for Allegedly Torturing and Murdering a Student Over Crypto: Two Ukrainian nationals were arrested by Austrian police for the torture and murder of a 21-year-old student found burned in his Mercedes with his crypto wallet emptied. The suspects, apprehended in Ukraine, will not be extradited as the case is now with Ukrainian authorities. (Decrypt)
2. Ledger Warns of Vulnerability in Smartphone Chips Allowing for Full Device Control: Researchers discovered an unpatchable flaw in MediaTek's Dimensity 7300 chip, allowing full device control through electromagnetic attacks on the boot ROM. Ledger's report highlights the vulnerability, emphasizing the need for secure-element chips in self-custody. (Decrypt)
-Technology and Science-
NSTR
-Bitcoin Community-
1. Horeb Energy and Veolia Are Mining Bitcoin At 2.5¢/kWh With Colombian Landfil Biogas: Colombian Bitcoin and crypto mining company Horeb Energy reveals 2.5 cents per kWh of green biogas energy in the North Santander region of the Latin American country. The company has achieved energy prices 50% lower than the North American average of 3.5 to 6 cents per kwh for Bitcoin mining operations, through a strategic alliance with multinational energy company Veolia. (BitcoinMag)
2. Bitcoin MENA Event Expects 12,000 Attendees: The Bitcoin MENA event in Abu Dhabi anticipates 12,000 attendees this December. Focus areas include Bitcoin, institutional capital, energy, and regulation. (BitcoinCom)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 26/100 (Down 2 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