⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 965,033
DTG/ICOD: 1200Z 01Sep2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Nepal Rescuers Focus on 500 in Tunnels / Two Saudi Tankers Hit in Hormuz / PM Modi Asks Putin to End Ukraine War / US Army Secretary Departs / USPS Chaffes Agaist Trump Ballot EO / Feds Shut Down 110 Truck Driving Schools / NK Hackers Wash Crypto / Strategy, Strive Resume BTC Buying / Yields At 19 Month Highs, Stocks Drop, Logistics Slow / Texas Halts Flock Funding / South Korea Gives AI Access to All / Saylor's Essay Supports Self-Custody and Institutional Custody

Market Data: Price: 1 BTC= $77,925, 17.78 oz Gold/1 BTC, 5.48 BTC/Median US House
24hr Hi: $79,247 / Lo: $77,727
Volume: $30B (Up 6%)
Mkt Cap: $1.56T (Even)
Hashrate: .914 ZH/s
Avg Fee Rate: 4.0 sats/byte (Up 3 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): + $216 M
Relative Strength Index: 67

---Reports---
-International Events-
1. Rescuers comb through mud and debris as Nepal-China floods leave more than 1,000 dead: Rescue teams with search dogs combed through mud, rocks and debris Tuesday in Nepal and China looking for thousands of people still missing after catastrophic flooding tore through communities across the Himalayas, leaving more than 1,000 dead. In Nepal, rescuers were racing to reach hundreds of workers believed to be trapped inside tunnels at hydropower projects damaged by the floods. About 900 workers are missing from 12 projects, with roughly 500 believed to be trapped in tunnels. (AP)

2. Two tankers carrying Saudi oil attacked in Strait of Hormuz: Two supertankers carrying Saudi ​oil were struck by unknown projectiles within minutes of each other while ‌transiting outbound through the Strait of Hormuz late on Monday (Reuters)

3. Indian Prime Minister Modi asks Putin to end Ukraine war amid U.S. tariff threat on Russian oil: Indian PM Narendra Modi urged Russia to end the Ukraine war and for a cessation of hostilities. India’s reliance on Russian crude has risen sharply as the Iran war has caused a global energy shortage. Later this month, the Graham bill, which proposes up to 100% tariffs on countries buying Russian oil, will move to the U.S. House for final approval. (CNBC)

-US Reports-
1. U.S. Army Secretary Resignation: Army Secretary Daniel P. Driscoll submitted his resignation to President Trump on August 31, 2026, after approximately 18 months in the role. The White House confirmed the departure, stating Driscoll advanced readiness and lethality efforts and assisted in Russia-Ukraine negotiations. Reports indicate prior tensions with Defense Secretary Pete Hegseth, including over personnel decisions. (WSJ)

2. USPS whistleblower says system for Trump mail ballot rules could fail at multiple points: The US Postal Service effort to develop a sweeping new system for verifying mail ballots has invited a host of IT concerns among agency officials, with some describing the process internally as a “sh*t show,” according to a new whistleblower report released Tuesday by a Democratic senator. Those procedures will make an already complicated and risky plan even more vulnerable to potential mass disenfranchisement, the whistleblower says. (CNN) (AC-This is not quite the definition of a whistleblower, but more of an internal activist, unhappy with the EO.)

3. Federal officials shutting down hundreds of truck driving schools combatting fraud: The Federal Motor Carrier Safety Administration removed more than 110 Entry-Level Driver Training providers from its registry and launched investigations across 40 states. Those probes exposed widespread compliance problems, including missing records, unlicensed instructors, and extreme violations—such as a fraudulent training school whose supposed classroom instruction took place inside a school bus parked in the back of a trailer. (Fox)

-Regulatory and Legal-
1. North Korean Crypto Activity on Hyperliquid: Blockchain data reviewed by Arkham shows wallets linked to North Korea’s Lazarus Group sold more than $30 million in bitcoin on the Hyperliquid decentralized derivatives platform over the prior three weeks. Proceeds were converted to ether and Solana, then transferred to exchanges including Kraken, LBank, and KuCoin. (CoinDesk)

-CBDCs/World Currencies/Strategic Reserves-
NSTR

-Institutional Concerns-
1. Strategy Resumes Bitcoin Purchases: Strategy purchased approximately $370 million in bitcoin in the prior week, ending a roughly two-month pause in acquisitions. (CoinDesk)

2. Strive Adds $143 Million in Bitcoin: The Nasdaq-listed asset manager paid an average of $79,431 per coin, lifting its total stash to 23,156 BTC amid a wave of renewed treasury buying. (Decrypt)

-Economic Indicators-
1. US 10Y Bond Yield Hits 19-month High: US 10 Year Government Bond Yield increased to 4.80%, the highest since January 2025. Over the past 4 weeks, US 10 Year Note Bond Yield gained 11.30 basis points, and in the last 12 months, it increased 52.90 basis points. (TradingEconomics)

2. US Logistics Sector Slows for 2nd Straight Month in August: The US Logistics Managers’ Index fell for a second consecutive month to 66.6 in August 2026, from 68.9 in July, pointing to the slowest growth in the logistics sector in six months. (TradingEconomics)

3. US Stocks Fall as Rising Oil Prices Fuel Inflation Fears: US stock indices closed mostly lower on Monday as higher oil prices added to inflation risks and reinforced expectations of a Federal Reserve rate hike. The S&P 500 fell 0.3%, the Nasdaq edged down 0.1% and the Dow shed 374 points. (TradingEconomics)

-Security Concerns-
1. Texas Halts State Funding for Flock Cameras: Texas Governor Greg Abbott ordered state agencies to pause funding for Flock Safety AI-powered license-plate reader cameras. A Texas Tribune investigation found a state agency had directed at least $30 million from a $1 auto-insurance fee (intended for catalytic converter theft prevention) toward installing thousands of the cameras. (TexasTribune)

-Technology and Science-
1. South Korea Will Give Every Citizen Free AI Access With Unlimited Tokens: South Korea plans to give its entire population free access to premium generative AI under a programme called "AI for All." Three tech consortia will provide the services, and the government will split up to 512 Nvidia B200 chips between them. Around two-thirds of South Koreans have tried AI and roughly 23 million use generative tools regularly. (Decrypt)

-Bitcoin Community
1. How Saylor’s $2 billion capital loop is quietly rewriting the rules of Bitcoin ownership: Michael Saylor recently published an essay arguing that institutional custody and securities can expand Bitcoin without eliminating self-custody. Saylor's “The Bitcoin Reformation” defines sovereignty as the ability to choose among direct ownership and transparent institutional claims. Saylor describes self-custody as a vital exit right and a check on intermediaries. He rejects turning that right into an obligation for every person and institution. (CryptoSlate)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 69/100 (Up 7 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 964,876
DTG/ICOD: 1200Z 31Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US Hit Iranian Mine Layers / Nepal Death and Missing Tolls Rise / New Venezuelan Oil Deal to Fill US Oil Reserves / Russian Drone Ignites Explosives Warehouse in Kyiv / Flash Flood in Grand Canyon Kills At Least One / Google Updates "Lake America" / US House Returns, Focuses on Fed Funding / US Dollar Debasement Trade is On, Bitcoin Shines / American Bitcoin Miners Doing Well / Yields Still Elevated / Airport WiFi Hack Strikes Again / Sen. Sanders Jumps on Anti-Flock Wagon Too / ATF Investigation Computer Hacked / NASA Telescope Launched / Luke Dashjr Leaves Ocean

Market Data: Price: 1 BTC= $78,118, 17.63 oz Gold/1 BTC, 5.48 BTC/Median US House
24hr Hi: $79,373 / Lo: $77,056
Volume: $28B (Up 123%)
Mkt Cap: $1.56T (Down 1%)
Hashrate: .914 ZH/s
Avg Fee Rate: 1.0 sats/byte (Down 3 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): - $201 M
Relative Strength Index: 69

---Reports---
-International Events-
1. US forces struck two Iranian rocket launchers on Larak Island in the Strait of Hormuz on August 30. A USCENTCOM spokesperson stated IRGC's forces were observed preparing to launch rockets with sea mines into the strait. Iran’s Revolutionary Guards said the attack killed and wounded several people and vowed a response; Iranian media reported a drone strike. Iran launched missiles toward US bases in Jordan, which were largely intercepted. (AP)

2. Death toll in Nepal floods tops 900, as number of missing nearly doubles to over 4,200: Among the missing are 592 foreign nationals, including about 85 Americans were still unaccounted for. Rescuers continue to struggle to reach devastated communities days after the massive flooding that stemmed from a glacier collapse on the Nepal-Tibet border region on Wednesday. (NBC)

3. President Trump announced a deal giving the US majority control of more than 65 billion barrels of Venezuelan proven oil reserves through a private joint venture. Venezuelan interim President Delcy Rodríguez confirmed a 25-year agreement covering 17 strategic fields, targeting production of 1.5 million barrels per day, with projected investment over $100 billion and tax revenue of about $209 billion for Venezuela while retaining sovereignty. Trump stated the oil would help refill US strategic petroleum reserves. (Reuters)

4. A Russian drone strike on a warehouse west of Kyiv killed at least 37 people on August 30, described by Ukrainian officials as the deadliest single attack in the war this year. The strike caused a major fire and explosions; Ukrainian President Zelenskyy noted explosive objects appeared to be stored at the site. Separate Ukrainian strikes on Belgorod, Russia, killed 2 and injured 16. (AP)

-US Events-
1. Flash flooding in Grand Canyon National Park on August 29–30 killed at least 1 person, with about 15 reported missing, and prompted evacuation of dozens. The National Park Service recovered the body of a 46-year-old man and sought information on hikers in the Bright Angel Creek and Phantom Ranch areas after footbridges were destroyed and a campground damaged. (WaPo/NYTimes)

2. Google updated its maps for US users to label Lake Ontario as “Lake America” following a presidential executive order. The company stated the change followed its practice of using names from the US Geographic Names Information System. (AP)

3. House returns with vote expected on Senate bill to prevent government shutdown: The House returns Monday from its five-week recess, with approving a short-term funding bill to head off a government shutdown topping its to-do list. Funding is set to lapse Sept. 30 without a deal, and lawmakers are planning to take another weeklong break for Labor Day. (CBS)

-Regulatory and Legal-
NSTR

-CBDCs/World Currencies/Strategic Reserves-
1. Debasement Trade Is Here Thanks to Government Debt — And Bitcoin Will Benefit: “Unchecked government debt growth undermines the credibility of fiat currencies and drives investors to seek out alternative stores of value like physical gold and certain cryptocurrencies,” the note by the Grayscale’s head of research, Zach Pandl, said, adding that primarily bitcoin would benefit. After bitcoin started surging last week, the dollar had its worst week of August and was trading at a three-month low. (BitcoinMag)

-Institutional Concerns-
1. Eric Trump Says American Bitcoin Mines Up to 13 BTC Daily at 49% Margins: Eric Trump says American Bitcoin (ABTC) mines between 11 and 13 BTC daily at close to 49% gross margins, running nearly 90,000 miners. The company’s own quarterly filings largely support those figures. ((BeInCrypto)

-Economic Indicators-
1. US 10Y Yield Holds Firm on Hawkish Warsh Remarks: The yield on the 10-year US Treasury note traded around 4.7% on Monday after rising for three consecutive sessions, as hawkish remarks from Federal Reserve Chair Kevin Warsh prompted traders to increase bets on an imminent interest rate hike. (TradingEconomics)

2. Week Ahead - Aug 31st: Global markets are underpinned by long-term interest rates, which remained elevated at the turn of September amid high energy prices, ample AI-related corporate debt issuance, and wide budget deficits against signs of resilient economic growth. Economic data from the US will be centered on the labor market as FOMC members note the US is at full employment, headlined by the BLS Employment Situation report. (TradingEconomics)

-Security Concerns-
1. Extortion group FulcrumSec claimed on or around August 30 to have stolen 86 GB of data from Manchester Airports Group, including detailed customer, booking, and travel information from Manchester, Stansted, and East Midlands airports. Manchester Airports Group had previously disclosed a breach involving traveler data such as Wi-Fi sign-ups. (BleepingComputer) (AC-Airport Wifi is dangerous.)

2. Bernie Sanders Vows Legislation to 'Stop Flock and AI Mass Surveillance': Sen. Bernie Sanders pledged in an X post to introduce legislation targeting Flock Safety, opening with "STOP FLOCK. STOP AI MASS SURVEILLANCE" and warning that unchecked tracking technology risks steering the country toward totalitarianism. He said Flock has installed more than 120,000 AI cameras scanning 20 billion vehicles monthly across 6,000-plus communities, and that newer models can combine images with databases of phone numbers, relatives and court records to identify people. (Decrypt)

3. DOJ firearms agency says hackers breached system containing investigation targets: “The standalone system was not connected to any other ATF systems, including any case management systems, laboratory systems, or eForms systems, and it was quickly shut down when the breach was discovered,” the spokesperson said. (RecordedFuture) (AC-Who would the ATF have been investigating?)

-Technology and Science-
1. NASA launched the Nancy Grace Roman Space Telescope on August 30 at 7:26 a.m. EDT aboard a @SpaceX Falcon Heavy from Kennedy Space Center. The observatory is en route to the Earth-Sun L2 point for a mission to study dark energy, dark matter, and exoplanets with a wide-field infrared camera. Telemetry was received seven minutes after launch; solar panels and sun shade deployed successfully. (@NASA)

-Bitcoin Community
1. Luke Dashjr exits mining pool Ocean after split over Bitcoin mining’s future: The split was mutual, with both parties citing differing views on the future of Bitcoin mining and recent protocol developments. (CoinDesk)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 62/100 (Down 7 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 964,432
DTG/ICOD: 1200Z 28Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Nepal Rescue Efforts Continue / Canada Says 9-11 'Not Terrorism' / Russia Threatens UK Over Missiles / Trump EO Renames Lake Ontario, Lake America / Fed. Judge Halts Ballot Regs / USNORTHCOM Shoots Down Drones at US Border, With Lasers / Buy Your Anime with Bitcoin Now / Coinbase Premium Up / Yields, Stocks, Manufacturing Up; Unemployment Claims Down / Chinese Hacked US Federal Institutions / NSA Invites TAO Alumni Back / Sparrow Updates Code After Review

Market Data: Price: 1 BTC= $79,639, 17.31 oz Gold/1 BTC, 5.41 BTC/Median US House
24hr Hi: $81,346 / Lo: $78,925
Volume: $34B (Up 9%)
Mkt Cap: $1.59T (Even)
Hashrate: .883 ZH/s
Avg Fee Rate: 4.0 sats/byte (Up 3 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): + $242 M
Relative Strength Index: 78

---Reports---
-International Events-
1. Nepal-Tibet glacial collapse and flash floods: A glacial collapse on or near the Nepal-Tibet border on August 26 triggered massive flash floods and debris flows along river valleys, killing at least 389–469 people in Nepal (toll rising with recoveries) and 3 in Tibet’s Gyirong area, with more than 1,400–1,500 reported missing across both sides, including hundreds of foreign tourists and pilgrims. 90 Americans are still missing. (AP)

2. Canadian Broadcasting Corp Tells Staff Not to Refer to 9/11 as ‘Terrorist Attack’: The memo, first reported by an astonished Warren Kinsella at the Toronto Sun, used boldface type to emphasize the directive to CBC employees.“Do not refer to the Sept. 11 attacks as terrorist attacks,” the memo said bluntly. “The hijackings led to passenger jet crashes in Washington, D.C., Pennsylvania and Manhattan. The World Trade Center was destroyed,”. (Breitbart)

3. Russia threatens strikes on UK military targets, ‘catastrophic consequences’ over Ukraine: Russia warned Thursday that it could strike British military targets inside and outside Ukraine if Kyiv uses long-range British cruise missiles against targets deep inside Russian territory, according to reports. This came a day after Moscow accused Ukraine of striking a shopping center in Russian-controlled Donetsk with British Storm Shadow missiles, wounding civilians, including children. (Fox) (AC-Even to a casual observer, it it obvious the UK and EU are sabre-rattling hard towards Russia. The purpose is most likely to have Russia strike a NATO country, and drag the US into re-engaging with NATO against Russia. It's a dangerous gambit, and not likely to end up as envisioned.)

-US Events-
1. U.S. President Trump signs executive order renaming Lake Ontario “Lake America”: On August 27, President Donald Trump signed an executive order directing the Department of the Interior and Board on Geographic Names to rename Lake Ontario as Lake America in U.S. federal usage and update the Geographic Names Information System within 30 days. The order applies only to U.S. federal references and maps; Canada and New York state officials stated they will continue using Lake Ontario. (AP)

2. Federal judge again blocks Postal Service mail-ballot restrictions tied to Trump order: U.S. District Judge Indira Talwani issued a temporary order blocking the U.S. Postal Service from implementing a plan restricting mail-in ballots (stemming from a Trump executive order) for at least 14 days, citing likely constitutional overreach and practical impossibility so close to the midterms. The administration is expected to appeal. (Reuters)

3. U.S. military uses laser to shoot down 3 cartel drones at southern border, Pentagon says: The U.S. military this week used a laser to shoot down three drones along the U.S.-Mexico border that were allegedly operated by drug cartels, the Pentagon said Thursday. The three unmanned aircraft systems were shot down late Tuesday night and early Wednesday morning using an "Army Multipurpose High Energy Laser system." The drones were downed by the U.S. military's southern border Joint Task Force, a unit of USNORTHCOM. No details on the operation were provided. (CBS)

-Regulatory and Legal-
NSTR

-CBDCs/World Currencies/Strategic Reserves-
NSTR

-Institutional Concerns-
1. Japanese Bitcoin Industry Unveils ‘Aurora’ to Let Global Anime Fans Support $2 Trillion Yen Space: Japan Bitcoin Industry Co., Ltd. has debuted a self-custodial Bitcoin payments platform designed to help Japanese companies sell to international fans who are often shut out by traditional payment systems. Aurora aims to close that gap by letting international customers pay in Bitcoin over the Lightning Network, while giving Japanese merchants a simple point-of-sale and API layer to manage invoicing, payment tracking, and integrations. The market for Japanese anime content outside Japan reached ¥2.17 trillion in 2024, up 26% year-over-year. (BitcoinMag)

2. Bitcoin is trading at a premium on Coinbase after a long time: Bitcoin is once again trading at a premium on Coinbase relative to Binance, suggesting comparatively stronger demand on the Nasdaq-listed U.S. exchange. Historically, a sustained premium, signaling stronger demand on Nasdaq-listed Coinbase relative to offshore global giant Binance, has been a recurring feature of bitcoin bull runs. (CoinBase) (AC-This report is not a great explainer. The Coinbase premium implies higher demand from US sources compared to international ones. This does coorelate to demand by US BTC ETFS, but only partially.)

-Economic Indicators-
1. US 10-Year Yield Holds Advance: The yield on the 10-year US Treasury note traded around 4.67% on Friday after rising for two consecutive sessions, as investors awaited Federal Reserve Chair Kevin Warsh’s speech at the annual Jackson Hole symposium later in the day. (TradingEconomics)

2. US Stocks Rise as Nvidia Results Boost Tech: US equity indices closed higher on Thursday as strong results from Nvidia supported the technology sector. The S&P 500 rose 0.7%, the Nasdaq advanced 1.4% and the Dow added 105 points. Nvidia surged 8.7%. (TradingEconomics)

3. Kansas Fed Manufacturing Activity Stays Strong: The Kansas City Fed’s Manufacturing Production Index stood at 17 in August 2026, the highest reading since April 2022, unchanged from the prior month. (TradingEconomics)

4. US Initial Jobless Claims Fall for 2nd Week:The number of people claiming unemployment benefits in the US fell by 4,000 to 203,000 on the third week of August, below market expectations that they would rise to 208,000. (TradingEconomics)

-Security Concerns-
1. DOJ: Chinese State-Sponsored Hackers Breached Senate, Federal Reserve, Multiple Agences: The DOJ said Wednesday it had seized internet domains tied to two hacking platforms that Chinese state-sponsored operatives used to break into the Federal Reserve, the U.S. Senate, NASA and several other federal agencies. CNBC reports that the DOJ said the platforms, known as QScan and QTRouter, were built and run by a Chinese state-sponsored group it calls QTFY. The department said the platforms were “used to target U.S. critical infrastructure and other sensitive networks.” (Breitbart)

-Technology and Science-
1. NSA to host a hacker reunion in bid to rebuild secretive unit: A top U.S. spy agency will resemble a college for a while on Friday, as it hosts a first-of-its-kind reunion for alumni of its most secretive hacking unit. The @NSAGov will welcome back to campus potentially hundreds of former members of the elite group known as Tailored Access Operations (TAO) to celebrate the division’s recent rebranding and attempt to lure alums to come back inside the fence line at Fort Meade, Maryland. (RecordedFuture)

-Bitcoin Community
1. Cash App Bitcoin Users Face Sudden Account Freezes: Multiple Bitcoin holders reported their Cash App accounts suddenly deactivated on August 27, blocking access to their crypto during compliance reviews. Novanoodle's account was quickly reinstated after support intervened, but others like Victor faced appeals that could take 10 days with limited withdrawal options. The incidents highlight custodial risks, as users typically have 30 to 90 days to move Bitcoin post-closure, fueling reminders to use self-custody wallets for full control. (X)

2. Bitcoin Privacy Wallet Sparrow Issues Update After AI Flags Fixes: Privacy-focused Bitcoin wallet developer Sparrow Wallet released version 2.5.4 on Thursday after an AI-assisted code review that yielded most of the update’s fixes. (Decrypt) (AC- Not mentioned, but implied, is the work of the Bitcoin Red Team.)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 73/100 (Up 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 964,297
DTG/ICOD: 1200Z 27Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Flash Flood in Nepal Shocks World / Iran, Oman Agree on Hormuz Revenue Plan / Stolen Canadian Cars in Demand / ICE Arrests 50K in July / Social Security Problem Comes Into Focus / Argentine Beef Recalled, Political? / SEC Defines Institutional Crypto Holding Rules / Bank of England Happliy Takes Stablecoin Mandate / US Banks Form 'BankChain' / Yields Up, Stocks Flat, Durable Good Orders Up / First Quantum-Resistant BTC Transaction Occurs / Ring Debuts Non-Durable Encryption / Meta Settles on Kid Addiction, Changes / Drone Cloud Seeding Success in Alaska / Multi-Sig New Baseline For Self Custody

Market Data: Price: 1 BTC= $79,425, 17.27 oz Gold/1 BTC, 5.52 BTC/Median US House
24hr Hi: $80,515 / Lo: $77,639
Volume: $31B (Down 2%)
Mkt Cap: $1.59T (Up 1%)
Hashrate: .883 ZH/s
Avg Fee Rate: 1.0 sats/byte (Down 2 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): + $232 M
Relative Strength Index: 81

---Reports---
-International Events-
1. Catastrophic floods from glacier collapse along Nepal-China border: A glacial collapse on August 26 triggered flash floods and mudslides along the Nepal-Tibet border, killing at least 270–273 people with more than 1,300–1,500 missing (including hundreds of foreign tourists and pilgrims from India, the US, Australia, Britain, Canada and elsewhere). The US Geological Survey determined the seismic signal was from the collapse and debris flow, not an earthquake. (AP)

2. Iran and Oman advance temporary Strait of Hormuz shipping arrangements: Iran and Oman announced progress on a temporary navigational corridor (about 7 miles wide) and joint mine-clearing for the Strait of Hormuz, with discussions on revenue sharing; Iranian officials stated the waterway remains closed until the US meets conditions from a prior memorandum, including sanctions relief. US officials separately reported mine clearance in the main lane and focus on economic pressure. (AP) (AC-It seems like the US and Iran are talking past each other, not to each other, for a working solution. This indicates a lack of desire for Iran to cease hostilities.)

3. Russian Sanctions Are Fueling a Canadian Car Theft Epidemic: Russia is the largest destination for stolen Canadian cars. Smugglers are meeting the demand of a booming black market. While Western export bans have severed Russia from much of the auto market, they have not tempered the demand for brand-name SUVs and trucks. That has given rise to a sophisticated network of criminals that steals cars, hides them in shipping containers and sends them to Russia, often by way of the Middle East. Interpol, the international police organization, received 4,798 reports that stolen Canadian vehicles had been found in Russia from February 2024 to July 2026. Pickup trucks like Dodge Rams, Toyota Tundras and Ford F-150s are in particularly high demand. (NYTimes)

-US Events-
1. ICE reports nearly 50,000 arrests in July: US Immigration and Customs Enforcement recorded nearly 50,000 arrests in July, described as a record monthly high under the current administration’s enforcement actions, with increased state and local law-enforcement collaboration. (EuroNews)

2. How to avoid a Social Security cut? Lawmakers are floating ideas for what to do: With the few months they have left as senators, Democrat Dick Durbin and Republican Bill Cassidy have embarked on a mission to save tens of millions of Social Security beneficiaries from a projected 22% cut in their benefits, starting in just six years. Even though the bill does not prescribe a solution for replenishing Social Security, sponsors have struggled to win support. (AP) (AC-This issue has the potential to really upset the political establishment. Bitcoin may have a role in this at some point.)

3. USDA recalls 30,000 pounds of Argentine beef sold in Texas and Florida: The beef recall notice points to missed import re-inspections as the cause, but the USDA’s Food Safety and Inspection Service classified the recalled beef as a Class I health hazard, the agency’s highest risk category. The recall notice did not mention any specific contaminants. “This is where we get political, 24-48 hours about the administration approving meat coming from Argentina at a time that there’s a major recall of some 30,000 pounds of meat because of failure to inspect it,” he said. (CBS)

-Regulatory and Legal-
1. SEC advances crypto custody rule overhaul to White House review: The US SEC sent planned changes to crypto custody rules (clarifying how advisers and funds may hold digital assets) to the White House for review. (CoinTelegraph)

-CBDCs/World Currencies/Strategic Reserves-
1. Bank of England Handed New Legal Duty to Foster Stablecoin Innovation: The Treasury said Wednesday it will give the Bank of England a secondary statutory objective to support innovation in payments and digital money. "Whilst financial stability will always remain the Bank's primary objective, this secondary objective will support the Bank to continue to drive innovation in payments and digital finance, ensuring that the UK remains a global leader in financial services," City Minister Lucy Rigby said (Decrypt) (AC-If there is any hesitation in understanding the role stablecoins will eventually play in governments' plans for CBDCs, the confortable acceptance here of the mandate should dispel any confusion. TLDR-Stablecoins will be CBDCs.)

-Institutional Concerns-
1. US Banks Join Forces to Build a Blockchain of Their Own: Thirty-nine state bankers associations formed the BankChain Alliance to develop blockchain infrastructure owned and governed by banks. The proposed network could support tokenized deposits, stablecoins, programmable payments, and automated settlement. The alliance has not selected a technology provider or disclosed its architecture, governance structure, or regulatory framework. (Decrypt)

-Economic Indicators-
1. US 10-Year Yield Edges Higher: The yield on the 10-year US Treasury note climbed to around 4.66% on Thursday, rising for a second consecutive session as stronger-than-expected US economic data reinforced expectations for a Federal Reserve interest rate hike before year-end. (TradingEconomics)

2. US Stocks Mixed Ahead of Nvidia Earnings: US stock indices closed mixed on Wednesday ahead of Nvidia’s earnings report. The S&P 500 closed near flat, the Nasdaq inched higher, and the Dow shed 113 points. (TradingEconomics)

3. US Durable Goods Orders Growth Beats Forecasts: New orders for US-manufactured durable goods rose by 1.1% month-over-month to $339.3 billion | 4,269,160 BTC in July 2026, following an upwardly revised 0.5% increase in June and overshooting market forecasts of a 0.5% gain. This marked the strongest increase since April. (TradingEconomics)

-Security Concerns-
1. StarkWare executes first quantum-resistant Bitcoin transaction on mainnet: StarkWare researcher Avihu Levy’s Quantum-Safe Bitcoin method was used for a transaction spending a 10,000-satoshi output, confirmed in block 964,199 on August 26 without changing Bitcoin’s consensus rules; it was mined via MARA’s Slipstream service. The technique uses signature grinding and hash-based signatures; computational cost was estimated in the low hundreds of dollars. (TheBlock)

2. Ring (Amazon) introduces TAKE encryption as default: Amazon’s Ring announced Throw Away the Key Encryption (TAKE), which uses rotating keys temporarily held in a secure enclave for cloud features then deleted (within 24 hours), becoming the default starting September while retaining optional end-to-end encryption. The company stated this limits what can be provided in response to legal requests to non-video information and encrypted files. (TechCrunch)

-Technology and Science-
1. Meta reaches multistate settlement over child safety and teen addiction claims: Meta agreed on August 26 to pay up to about $17–18 billion over 10 years and implement platform changes including default two-hour daily limits for teens on Facebook/Instagram, nighttime blocks (midnight–6 a.m.), and enhanced parental tools, resolving lawsuits from nearly all US states and territories. The deal ends an ongoing federal trial; Texas reached a separate roughly $1 billion agreement. (Reuters)

2. Rainmaker Drones Produce 19 Million Gallons of Rain in Alaska Test: Rainmaker Technology Corporation, led by CEO Augustus Doricko, conducted the test using custom Elijah drones that deployed 19 flares, generating an estimated 57 acre-feet of net-new precipitation, according to their radar analysis. The company calls it the first proven precipitation production in Alaska and plans to apply the tech to boost water in the Colorado River and Great Salt Lake. While supporters see potential for Western water shortages, critics question if seeding merely shifts rain and worry about unintended weather effects. (X) (AC-What can go wrong?)

-Bitcoin Community
1. Coinkite’s Coldcard Bug Exposed Single-Sig Risk. Multi-Vendor Multisig Is the New Bitcoin Custody Baseline: In the wake of Coldcard’s catastrophic entropy bug, self-custody advocates and experts have begun recommending a new standard, multi-vendor multisignature wallets, an approach that looks to minimize —among other threats— dependency on any single hardware wallet manufacturer. By using two different hardware wallet providers, the user minimizes trust in any single wallet vendor, protecting them from an entropy failure like the one seen in Coldcard. (BitcoinMag)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 71/100 (Up 6 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 964,130
DTG/ICOD: 1200Z 26Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Canada Announces Retaliatory Tariffs / Oil Tanker Hit in Hormuz / Syrian SDF Merges With Army / Haiti Gang Raid Kills 47, Kidnaps 50 / CIA Director Takes C-17 To Moscow, But Why? / Sen. Graham's Sister Wins SC Primary / State Dept Issues Pause on All Visas / Dolly Parton Dies at 80 / Roman Storm's Retrial Pushed a Year / KYC Should be Limited With Stablecoins, Industry Says / Iran's Rial Sees HyperInflation, Bitcoin Now Targeted / Mortgage Rates High, Yields Steady, Stocks Up, Oil Inventories Up / Russians Use AI For Social Media 5th Gen Warfare / SpaceX to Build Louisiana Spaceport / Ukraine Give UK Battlefield Data to Train AI / HRF Announces New Grants

Market Data: Price: 1 BTC= $78,527, 16.98 oz Gold/1 BTC, 5.54 BTC/Median US House
24hr Hi: $79,570 / Lo: $77,870
Volume: $33B (Down 45%)
Mkt Cap: $1.57T (Down 1%)
Hashrate: .883 ZH/s
Avg Fee Rate: 3.0 sats/byte (Up 1 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): +$314M
Relative Strength Index: 79

---Reports---
-International Events-
1. Canada announces retaliatory tariffs on U.S. goods. Yesterday Canada imposed counter-tariffs of 15%, 25%, and 50% on about $20 billion worth of U.S. imports, covering roughly 700 products including steel, aluminum, furniture, clothing, dairy, appliances, and seafood. The measures match U.S. rates dollar-for-dollar and take effect September 8, following the collapse of trade talks and U.S. 50% tariffs on Canadian goods. Canada also announced a C$7.5 billion support package for affected businesses and workers. (Reuters)

2. Oil tanker struck near Strait of Hormuz / Red Sea: UK Maritime Trade Operations noted an oil tanker struck by an unknown projectile off Oman near the Strait of Hormuz around August 24-25, with no casualties reported in some accounts; separate Houthi claims involved a Saudi tanker off Yanbu. U.S. officials stated mines had been cleared from the strait. (UKMTO)

3. Syrian Democratic Forces dissolve after merger with Syrian army. On August 25, SDF commander Mazloum Abdi announced the formal dissolution of the Kurdish-led force as an independent military organization after completing integration into the Syrian army under a January agreement with President Ahmed al-Sharaa. The SDF had controlled much of northeastern Syria and partnered with the U.S. against ISIS. (AP)

4. Haiti gang raid death toll rises to 47 as more than 50 kidnapped, says UN: At least 47 people were killed, more than 50 others kidnapped, and another 22 people injured in a gang raid near Haiti’s capital of Port-au-Prince. Armed men “sowed chaos” as they set homes on fire and killed residents. He said gang members targeted a church and homes, including that of Jean William Pape, a leading public health expert. (AlJazeera)

-US Events-
1. CIA Director Ratcliffe Covertly Flew To Moscow For High-Level Meetings: CIA Director John Ratcliffe was onboard the U.S. Air Force C-17A Globemaster lll that landed early Tuesday at Moscow’s Vnukovo Airport, in order to attend several high-level meetings with Russian officials. (ZeroHedge/CBS) (AC-Purposes unknown, but that's a big plane to bring just a few delegates. )

2. Trump-Backed Darline Graham Wins South Carolina Republican Senate Runoff: Darline Graham Nordone has won the South Carolina Republican Senate runoff, defeating Rep. Ralph Norman by 53-47 percent and giving President Donald Trump a huge win on Tuesday. (Breitbart)

3. Trump administration issues pause on immigrant visa appointments for applicants worldwide: A U.S. State ​Department spokesperson said on Tuesday that it launched a global training initiative at ​all U.S. embassies and consulates worldwide and that appointments for visa services ⁠will be adjusted to accommodate the training. (Reuters)

4. Dolly Parton dies at 80: Country music singer, songwriter, and philanthropist Dolly Parton died August 25 in Nashville after a brief battle with cancer, according to her representatives. (AP)

-Regulatory and Legal-
1. Roman Storm's Tornado Cash Retrial Pushed to April 2027: Tornado Cash developer Roman Storm will not be retried on the two counts a jury deadlocked on until the spring of 2027, after Judge Katherine Polk Failla adjourned the proceeding by more than six months. Storm was convicted in August 2025 of conspiring to operate an unlicensed money transmitting business, with the jury split on money laundering and sanctions violation charges. (Decrypt)

-CBDCs/World Currencies/Strategic Reserves-
1. Crypto Group Warns Regulators Against Expanding Stablecoin KYC: The crypto advocacy group Blockchain Association is urging federal regulators to keep identity checks limited to direct relationships between stablecoin issuers and their customers, warning that extending the requirements to peer-to-peer transfers could “cripple the industry.” The association called for rules that allow issuers to use digital identity tools, including zero-knowledge proofs. (Decrypt) (AC-A CBDC by another name.)

2. Iran's Rial Crashes to a Record Low as New Sanctions Target Its Bitcoin Mining Lifeline: Iran’s open-market exchange rate slid to roughly 2.02 million rials per dollar earlier this week, down from 1.53 million during Q1 this year. The slide came the same week the Trump administration launched Operation Economic Outcast. Tehran legalized bitcoin mining back in 2019, letting licensed operators tap industrial electricity priced at roughly $0.004 | 5,083 sats per kilowatt-hour in exchange for selling their mined coins to the central bank. Washington has been chipping away at this network for months, as evidenced by the Treasury’s OFAC sanctioning Nobitex, Wallex, Bitpin and Ramzinex in June.(BitcoinCom) (AC-It is interesting to observe a rogue nation using Bitcoin as intended, and to see the US attempt to control or minimize it's usage and impact.)

-Institutional Concerns-
NSTR

-Economic Indicators-
1. US Mortgage Rates Hold Near One-Year Highs: The average contract rate for a 30-year fixed mortgage in the US edged up to 6.78% in the week ending August 21, 2026, from 6.77% the previous week. (TradingEconomics)

2. US 10-Year Yield Holds Decline: The yield on the 10-year US Treasury note held around 4.64% on Wednesday after dropping nearly 10 basis points in the previous session, as falling oil prices eased inflation concerns. (TradingEconomics)

3. US Crude Inventories Rise More Than Expected: US crude oil inventories rose by 4.2 million barrels in the week ending August 21st, well above market expectations for a 1.9 million-barrel increase and reversing a 328,000-barrel decline in the previous week. (TradingEconomics)

4. US Stocks Rise as Tech Rebounds: US stock indices closed higher on Tuesday, led by a rebound in technology stocks as lower oil prices pushed bond yields down. The S&P 500 rose 0.3%, the Nasdaq gained 0.6%, and the Dow added 160 points. (TradingEconomics)

-Security Concerns-
1. OpenAI Bans Russian ChatGPT Accounts Used to Run Influence Operation: OpenAI on Tuesday said it banned a cluster of Russian ChatGPT accounts that used VPNs to bypass access restrictions and run an influence operation, which relied on its artificial intelligence (AI) tool to generate social media posts and comments that were shared on Substack, Telegram, X, Facebook and LinkedIn. OpenAI said the covert campaign is distinct from already documented Russia-linked⁠ influence operations, its notable aspect being the creation of a sovereignty index that was promoted by the so-called think tank to project Russia favorably and criticize Western countries. (HackerNews) (AC-5GW is picking up an AI accelerator.)

-Technology and Science-
1. Elon Musk’s SpaceX Plans $100 Billion Louisiana Spaceport: SpaceX plans to invest $100 billion in a new spaceport in Vermilion Parish, Louisiana, on land acquired from Exxon. Construction is expected to begin in 2027, with initial flight operations targeted for 2029.The site will include five launch complexes, propellant production, power generation, vehicle processing facilities, and employee housing. (Decrypt)

2. Ukraine to give Britain access to battlefield data to train AI: Ukraine will give Britain access to a vast trove of battlefield data collected during the war with Russia, allowing U.K. companies and researchers to use it to train and test artificial intelligence systems. The data is collected by thousands of cameras and infrared sensors deployed across the battlefield and includes images of tanks, artillery and air defense systems, and infantry and aerial targets such as attack and reconnaissance drones. The British government described Avengers Labs as a "goldmine of battlefield data" that would give researchers access to operational information collected during Russia's war against Ukraine. (RecordedFuture)

-Bitcoin Community
1. The Human Rights Foundation Announces Support for 16 Projects Worldwide: Coming from the HRF’s Bitcoin Development Fund, the grants will help projects that want to strengthen the Bitcoin protocol, expand practical Bitcoin access and facilitate secure messaging and community infrastructure for dissidents, among other things, according to the NGO. (BitcoinMag)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 65/100 (Down 9 pts)

Analyst Comments (AC): Some days, like today, there is a lot of relevant reports released. It's not all NGU.

Follow us on NOSTR: @Bitcoin Veterans
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 963,999
DTG/ICOD: 1200Z 25Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US Launches Economic 'D-Day' / Canada To Retaliate Over Tariffs / State Dept To Revoke 200K Visas / SCOTUS Allows EO on Voting Restriction to Proceed / CDC Publishes Defensive Gun Uses Again / US May Sanction Any Entity Trading Crypto With Iran / UK Banks Block Many Bitcoin-Related Moves / Bitcoin Rally Looks Like Vote on US Dollar / Saylor Says Bitcoin Can Handle Institutionalization / UST Yields Steady, Stocks Drop / Android Car Systems Hacked / Fully Autonomous Drone Kills 3 Ukrainians / Cypher Tank Applications Open

Market Data: Price: 1 BTC= $79,146, 17.06 oz Gold/1 BTC, 5.54 BTC/Median US House
24hr Hi: $81,235 / Lo: $77,910
Volume: $61B (Up 73%)
Mkt Cap: $1.58T (Up 1%)
Hashrate: .883 ZH/s
Avg Fee Rate: 2.0 sats/byte (Down 2 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): +$337M
Relative Strength Index: 82

---Reports---
-International Events-
1. U.S. Treasury launches “Operation Economic Outcast” against Iran: On August 24, SECTREAS Scott Bessent announced an expanded campaign of secondary sanctions targeting Iran’s digital assets, technology, gold, aviation, and shipping sectors, plus nearly 60 entities, individuals, and vessels linked to oil smuggling, nuclear/missile procurement, and cyber operations. The measures aim to sever financial lifelines supporting the regime and IRGC, with warnings to third countries of potential cutoff from the U.S. dollar system after a compliance window. (AP)

2. Canada prepares dollar-for-dollar retaliatory tariffs on U.S. goods: After U.S. 50% tariffs took effect August 22 on about $20 billion in Canadian exports (including wine, dairy, cement, and hockey equipment) following collapsed talks, Prime Minister Mark Carney announced matching tariffs on U.S. steel, dairy, appliances, agricultural equipment, pulp/paper, and electronics, effective September 8. Both sides cited last-minute demands as the breakdown cause. (Reuters)

-US Events-
1. Trump administration prepares largest mass visa revocation targeting up to 200,000: State Department documents and officials indicate plans to revoke B1/B2 business and tourism visas issued 2016–2026 for holders who sought or are seeking asylum, coordinated with DHS; it would be the largest single such action in U.S. history and face likely legal challenges. Revocations would not automatically trigger deportation but re-categorize pending cases. (AP/STATE)

2. Supreme Court allows Trump executive order on mail voting restrictions to proceed: Yesterday, SCOTUS lifted a lower-court injunction, permitting implementation of the order directing DHS to create state citizenship lists and USPS to restrict mail ballots to enrolled voters, though it did not rule on the order’s legality and noted further challenges remain possible ahead of midterms. (NYTimes)

3. CDC: Upwards of 2.5 Million Defensive Gun Uses Per Year: The Centers for Disease Control and Prevention (CDC) put defensive gun use figures back on their website, and that data shows upwards of 2.5 million such uses a year. This information from the CDC is not new; rather, it is newly reposted. It was deleted in 2022, and the deletion occurred after the CDC was pressured by gun control activists. But it is 2026, and the data is back on the CDC website on the “About Firearm Injury and Death” page. (Breitbart) (AC-Honesty is maybe the best policy?)

-Regulatory and Legal-
1. US Can Now Sanction Anyone Operating in Iran's Crypto Sector: Digital assets are among five sectors in a campaign Treasury called an “Economic D-Day,” alongside technology, gold, aviation and shipping. The digital assets determination means OFAC can now designate any foreign person operating in or providing services to that sector, regardless of where they are based, a reach it previously held over Iran's financial and petroleum industries. (Decrypt)

2. UK Banks Still Blocking Bitcoin, Policy Group Tells Parliament: Bitcoin Policy UK has slammed British banks for applying blanket restrictions to lawful bitcoin activity and said in an announcement Friday that it had submitted evidence that no improvements had been made over the past three years in how banks treat bitcoin activity. “Roughly 40% of bank-to-exchange transfers in the UK are currently blocked or delayed.” (BitcoinMag)

-CBDCs/World Currencies/Strategic Reserves-
1. Why the Bitcoin Rally Looks Like a Vote Against the Dollar: Bitcoin and gold rose as the dollar weakened following expanded Treasury bond buybacks, reflecting concerns about U.S. fiscal policy, analysts say. Bitcoin gained 23.2% over seven days as gold climbed and the dollar weakened, reviving the “debasement trade”–-buying scarce assets to protect against inflation and the declining purchasing power of currencies such as the dollar. (Decrypt)

-Institutional Concerns-
1. Saylor argues Bitcoin can absorb Wall Street without changing: Michael Saylor argues that institutionalization does not change Bitcoin itself; banks and companies are simply building financial products on top of the asset. Strategy’s five-layer model places Bitcoin at the base, with digital credit, money, yield and equity built above it without changing Bitcoin’s protocol. $MSTR is already applying this approach, using reserves, preferred shares, stock buybacks and controlled BTC sales as part of its Digital Credit Capital Framework. (Cryptopolitan)

-Economic Indicators-
1. US 10Y Yield Steadies as Traders Weigh Buybacks: The yield on the 10-year US Treasury note steadied around 4.7% on Tuesday as investors continued to assess the implications of the Treasury Department’s expanded debt buyback program. (TradingeEconomics)

2. US Stock Market Mixed as Chipmakers Slide: US stocks closed mixed on Monday as losses in chipmakers offset gains across broader sectors. The S&P 500 fell 0.3% and the Nasdaq lost 1%, while the Dow added 140 points. AI infrastructure stocks led the declines amid persistent uncertainty over returns in the sector. (TradingeEconomics)

-Security Concerns-
1. Hackers infecting Android car systems to build proxy botnet: A new malware is being used to infect Android-based car systems, turning the devices into part of a botnet, researchers warned in a report published Friday. The malware was found on head units made by Chinese automotive software and hardware provider DoFun. Head units are the computers and screens built into cars that control features such as navigation, music and Bluetooth. (RecordedFuture)

-Technology and Science-
1. Fully autonomous Russian drone kills three Ukrainians: A drone powered by an autonomous AI system killed three Ukrainians last month in what experts believe are the first Russian-inflicted deaths without a human in the loop. The drone in question was powered by a Nvidia minicomputer not sold in Russia but available through resale markets, highlighting the difficulties in denying tech to US adversaries. “This is a risk for the whole world,” a Ukrainian commander said. “In a few years, we will be living in a Terminator movie.” (NYTimes/SEMAFOR)

-Bitcoin Community
1. Cypher Tank Returns to Lugano, Expanding Its Bet on Bitcoin Founders: Applications for 2026’s Bitcoin-focused pitch competition are now open after last year’s event drew over 4,000 participants from 64 countries. The format, promoted and funded by the Plan ₿ VC Fund and the Plan ₿ Foundation, pairs a “Shark Tank”-style negotiation format with a documentary-style production, filming real pitches, deals and judge deliberations for release as an online series. (BirtcoinMag)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 74/100 (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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC DIB On X: BTC Daily Intelligence Bulletin (DIB)
Block: 963,854
DTG/ICOD: 1200Z 24Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: US Tariffs on Canada Goods Take Effect / US Preps 'Economic D-Day' For Iran / EU Leaders in Kyiv Give Support / Fire Near Reno Causes 42K Evacuations / US Destroys Drug Boat in Pacific / 5 Bodies Found in Rural Oregon / BTC ETFs Inflow Help Price Pump / Ray Dalio Recommends Bitcoin and Gold / Yields, Dollar Down, Stocks Bump Up / Bitcoin Red Team Busy, Using Kimi / ColdCard Releases New Security Features / China Postponses Moon Trip

Market Data: Price: 1 BTC= $78,126, 16.76 oz Gold/1 BTC, 5.54 BTC/Median US House
24hr Hi: $78,587 / Lo: $76,688
Volume: $35B (Up 25%)
Mkt Cap: $1.56T (Up 1%)
Hashrate: .883 ZH/s
Avg Fee Rate: 4.0 sats/byte (Up 3 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): +$606M
Relative Strength Index: 84

---Reports---
-International Events-
1. U.S.–Canada 50% tariffs take effect: After trade talks collapsed late Friday, the United States imposed 50% tariffs effective Saturday on roughly $20 billion of Canadian goods (including dairy, alcohol, motor-vehicle-related items, furniture, hockey sticks and other products). Canadian Prime Minister Mark Carney suspended negotiations and announced dollar-for-dollar retaliatory tariffs scheduled after Labor Day (around Sept. 8). No further talks were scheduled; energy, potash and certain other items were exempted. (Reuters)

2. U.S. prepares “economic D-Day” sanctions package against Iran: U.S. SECTREAS Scott Bessent scheduled a Monday press conference to announce new measures described as the “single greatest financial offensive ever marshalled against an adversary,” targeting Iran’s trade partners and economic lifelines. Iran’s Supreme National Security Council secretary Mohsen Rezaei warned that any country supporting the measures would be viewed as committing an “act of war” and threatened to halt all oil exports from the Persian Gulf/Strait of Hormuz if the economic pressure continued. (Reuters/FT)

3. Western leaders in Kyiv; intensified Russia–Ukraine strikes: Western and EU leaders arrived in Kyiv ahead of Ukraine’s Independence Day for a “coalition of the willing” meeting on security guarantees. Concurrent Russian and Ukrainian drone/missile strikes killed at least 10 people; a prior Russian strike on a Kryvyi Rih shopping center killed 16 and wounded more than 130. Ukrainian President Zelensky stated elections would be too dangerous at this time. (AP)

-US Events-
1. Hawk Fire near Reno, Nevada: The human-caused Hawk Fire, which ignited on August 22, 2026, near Peavine Peak in Washoe County, expanded to approximately 15,000 acres with 0% containment by August 23. About 42,000 residents were under mandatory evacuation orders and another 45,000 under “get set” warnings (totaling roughly 90,000 affected); six people (three civilians, three first responders) were injured and multiple structures destroyed. (CNN)

2. US Launches Deadly Strike on Alleged Drug Boat, Believed to Be the First in Two Months: On Sunday, Joint Task Force Western Hemisphere executed a lethal strike on a vessel in the Eastern Pacific, killing two people and marking the first known strike since June 21. (GroundNews)

3. Police investigate after 5 bodies found in rural area outside Portland, Oregon: On Sunday, Aug. 23, 2026, Washington County authorities confirmed they are investigating the deaths of five people found at a Forest Grove property as a quintuple homicide. Sheriff Caprice Massey, who has never seen a "scene this complex" in her 22 years of service, confirmed investigators have dedicated every available resource to the case. The suspect has been found dead this morning. (GroundNews)

-Regulatory and Legal-
NSTR

-CBDCs/World Currencies/Strategic Reserves-
NSTR

-Institutional Concerns-
1. Bitcoin and ether ETFs draw $2.6 billion in strongest inflow week since October, tripling volume: U.S. spot bitcoin and ether ETFs drew a combined $2.6 billion in net inflows last week, their strongest week since October 2025. Spot bitcoin ETFs logged $1.9 billion in net inflows. (TheBlock)

2. Legendary Investor Ray Dalio Touts Bitcoin — With Gold — To Hedge Against Incoming Debt Crisis: @RayDalio, who founded one of the world’s largest hedge funds, Bridgewater Associates, has long warned investors about the size of America’s debt. U.S. national debt passed the $40 trillion mark this week. Dalio’s latest essay explains that when governments over-borrow and central banks respond by printing money to cover the gap between debt supply and demand, the value of the currency gets debased. Bitcoiners have long argued that the oldest cryptocurrency can work as a hedge against government printing, just like gold. (BitcoinMag)

-Economic Indicators-
1. US 10-Year Yield Retreats: The yield on the 10-year US Treasury note fell to 4.71% on Monday, retreating after two consecutive sessions of gains. (TradingEconomics)

2. Dollar Holds Decline: The dollar index held its decline around 98.8 on Monday, remaining under pressure after posting significant losses last week, as a sharp rise in Treasury yields heightened concerns over the US government’s mounting debt burden and weighed on the dollar’s appeal. (TradingEconomics)

3. US Stocks Rise on Strong Business Activity: US stock indices closed higher on Friday, pausing the week’s losses on solid economic data. The S&P 500 gained 0.4%, the Nasdaq 100 rose 0.3%, and the Dow added 518 points. Equities advanced after a report showed US business activity grew at its fastest pace in more than four years. (TradingEconomics)

-Security Concerns-
1. AI Has Made Bitcoin Software a Target—This Group Is Fighting Back: A group of 20-odd developers is scanning the Bitcoin ecosystem for AI-discoverable flaws, warning that cheap, powerful models have handed attackers unprecedented reach. Bitcoin Red Team member @CalleBTC said Chinese AI models are used far more than U.S. models for security research because American models often block cybersecurity-related requests. While Calle stressed that the group has found no issues in the Bitcoin protocol itself, the concern he said instead lies with applications, wallets, services, and other software built around Bitcoin. (Decrypt)

2. Coldcard Adds New Security Measures After $130 Million | 1,672 BTC Bitcoin Exploit: Coinkite released new Coldcard firmware after a seed-generation flaw exposed users to more than $100 million | 1,286 BTC in Bitcoin thefts. Coldcard now requires users to add randomness through key presses, dice rolls, or coin flips when generating new seeds. A three-week review also uncovered issues involving transaction signing, USB connections, backups, and other wallet functions. (Decrypt)

-Technology and Science-
1. China postpones Chang’e-7 lunar mission: China postponed its planned Chang’e-7 moon mission, originally set for launch in the coming days from Wenchang, which was to search for water ice and conduct other lunar explorations. (HinduMornDigest)

-Bitcoin Community
NSTR

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 73/100 (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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 963,311
DTG/ICOD: 1200Z 20Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Russian Missiles Rain on Kyiv / UAE Stops Trade in Iran / Somali Pirates Take Ship / US National Debt Exceeds $40T / New FDA Nominee / Captain in NYC Boat Deaths Was Illegal / Regulators Working Fast on GENIUS Rules / Trump Meets Crypto Execs, Pushes for CLARITY / Crypto Stocks Bump on Bitcoin Rise, Short Sellers Eat Crow / OpenAI Tests Privacy Controls / NSA Warns Against Infrastructure Hacks / Successful Trial of mRNA Vaccine on Skin Cancer

Market Data: Price: 1 BTC= $71,891, 16.07 oz Gold/1 BTC, 5.99 BTC/Median US House
24hr Hi: $72,397 / Lo: $64,734
Volume: $68B (Up 286%)
Mkt Cap: $1.44T (Up 11%)
Hashrate: .929 ZH/s
Avg Fee Rate: 1.0 sats/byte (Down 1 sat)
Daily Total ETF Inflow/outflow (last 24 hrs): +$517M
Relative Strength Index: 78

---Reports---
-International Events-
1. Russian missile and drone attack on Kyiv: A Russian overnight barrage of ballistic missiles, cruise missiles, and drones struck Kyiv and the surrounding region on the night of August 19-20, 2026. Ukrainian authorities reported at least 12-14 people killed and more than 30-40 wounded; residential buildings, a children’s hospital, a school, warehouses, and power infrastructure were damaged, leaving tens of thousands temporarily without electricity. Ukraine’s Air Force reported intercepting most of the 168+ drones and dozens of missiles. (AP)

2. UAE suspends all trade and financial dealings with Iran: The United Arab Emirates announced on August 19 that it was halting all trade, commercial exchanges, and financial transactions with Iran until further notice. The decision followed UAE Defense Ministry reports that two ballistic missiles launched from Iran targeted maritime traffic and fell into the sea (one inside UAE territorial waters). Iran denied launching the missiles. (AP)

3. Armed Group Seizes Tanker in Gulf of Aden, Redirects to Somalia: The incident happened 136 nautical miles east of Al Mukalla, Yemen, with the vessel now heading toward Somalia, according to UK Maritime Trade Operations (UKMTO). Military authorities confirmed the boarding after the tanker's VHF channel 16 alert about an unauthorized approach. This marks a recent uptick in Somali pirate activity, which had declined since 2010 due to naval patrols but is resurging amid regional instability. Authorities urge nearby vessels to stay cautious and report suspicious sightings while investigating. (UKMTO/X)

-US Events-
1. U.S. national debt surpasses $40 trillion: The U.S. Treasury reported that total public debt outstanding reached $40.047 trillion as of August 18, 2026, the first time it crossed the $40 trillion mark. Debt held by the public stood at approximately $32.266 trillion. The figure reflects cumulative deficits driven by spending on defense, social programs, interest payments, and other outlays. (Various)

2. Trump nominates Heidi Overton to lead FDA: President Trump announced the nomination of Dr. Heidi Overton, a White House Domestic Policy Council aide, to serve as commissioner of the Food and Drug Administration. (AP)

3. Captain in New York Harbor Capsizing that Killed Mom, Baby Is Illegal Immigrant: Manuel Hernandez, 46, was in the United States illegally when the 21-foot boat overturned near Liberty Island on Aug. 8, according to the Department of Homeland Security. Sara Sanchez, 27, and her 5-month-old daughter, Antonella Garcia, died. He is now being held by immigration authorities while the criminal case moves forward. (Breitbart)

-Regulatory and Legal-
1. Banking Regulator Races to Finalize GENIUS Act Stablecoin Rules: OCC Comptroller Jonathan Gould told the Wyoming Blockchain Symposium the agency is moving at a rapid pace to beat a January statutory deadline, after already missing an earlier July target. The 376-page proposal, released in February and open for comment through May, covers the full life cycle of a payment stablecoin—reserves, redemption at par, liquidity, risk management, audits, custody and wind-downs. Gould said the OCC expects to begin processing issuer applications in 2027. (Decrypt)

2. Trump Urges Senate to Pass Crypto’s CLARITY Act, Teases More Bitcoin Buys: After gathering with crypto executives at the White House, President Trump said that getting the Clarity Act over the line would keep the U.S. ahead of China. Lawmakers were hoping to get a vote on the crypto market structure bill, or Clarity Act, in August. A vote will now go ahead in September. The bill will establish a framework for distinguishing between digital assets that are securities, commodities or payment stablecoins. (BitcoinMag)

-CBDCs/World Currencies/Strategic Reserves-
NSTR

-Institutional Concerns-
1. Crypto Stocks Rip Higher as Strategy Jumps 12%, Coinbase Climbs 9%: Wednesday's equity pop tracks Bitcoin's own short squeeze toward $70,000 | 0.97 BTC, which liquidated more than a billion dollars in bearish crypto bets in a single hour. The U.S. Treasury also announced it would at least double the size of its long-bond buyback program starting in September, a liquidity-easing move that lifted risk assets broadly Wednesday with the total crypto market growing more than 5% in the current trading session. (Decrypt)

2. Bitcoin Shortsellers Get Destroyed With $1.7B | 23,657 BTC in Positions Liquidated Following BTC Price Jump: Over $1.7 billion in positions held by traders shorting Bitcoin have been closed in the past 24 hours, according to Coinglass data. And the vast majority — $1.5 billion — of those positions were liquidated in the past four hours. (BitcoinMag)

-Economic Indicators-
1. Treasury Yields Hold Decline on Increased Buybacks: Long-term Treasury yields held their sharp decline after the Treasury Department announced plans to double the size of buybacks for long-dated securities. The 10-year Treasury yield traded around 4.64% after reaching a 20-month high of 4.75% earlier this week, while the 30-year yield fell below 5.2% after hitting a 19-year high of 5.34%. (TradingEconomics) (AC-As Lyn says, nothing stops this train.)

2. US Stocks Close Mixed: US stock indices closed mixed on Wednesday as losses in AI infrastructure and bank stocks offset gains in other sectors. The S&P 500 added 0.2% and the Dow gained 120 points, while the Nasdaq shed 0.2% (TradingEconomics)

-Security Concerns-
1. OpenAI announces expanded zero-data-retention privacy measures: OpenAI stated on August 19 that it is offering Zero Data Retention for eligible API customers using frontier models and previewing Private Safety Processing. The system is designed to detect misuse patterns across interactions without OpenAI personnel accessing underlying customer prompts or responses; content can remain on customer-controlled infrastructure or be encrypted with customer keys. (TechCrunch)

2. NSA, FBI warns of hackers using AI-generated tools in attacks on critical infrastructure technology: Federal agencies said there is an “active threat” targeting critical infrastructure organizations using AI-generated exploit scripts, in what they called an “evolution” in capabilities. Organizations were urged to treat Wednesday’s advisory “with urgency” and initiate response efforts centered around programmable logic controllers (PLCs) — tools used by the energy, water and agricultural industries to control pumps and monitor processes. The NSA, FBI and other federal agencies said the campaign is targeting Siemens S7 Series PLCs. (RecordedFutures)

-Technology and Science-
1. Moderna-Merck personalized mRNA melanoma vaccine succeeds in Phase 3 trial: Moderna and Merck announced on August 19 that their personalized mRNA neoantigen vaccine combined with Keytruda, met primary and key secondary endpoints in the Phase 3 INTerpath-001 trial of 1,137 patients with completely resected high-risk stage IIB–IV melanoma. The combination improved recurrence-free survival and distant metastasis-free survival versus Keytruda alone; no new safety signals were reported. This is the first positive Phase 3 result for an individualized neoantigen therapy or mRNA cancer vaccine. Detailed data will be presented at an upcoming medical meeting; the companies plan to engage regulators on filings. (Reuters) (AC-One of the first successful vaccines for skin cancer. They just need to overcome the history of mRNA reputation and risks.)

-Bitcoin Community
NSTR

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 62/100 (up 16 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
____________________
Analyst: BV2A
END REPORT
NNNN⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 963,170
DTG/ICOD: 1200Z 19Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Standoff in Hormuz Strait / US-Canada 50% Tariffs Paused / Israel Attacks Syrian Airfield / US Primaries Show Socialists Making Moves / Frat Brothers Busted for Coke Ring at Penn State / Judge Rules Ghost Gun Regs Illegal / Coldcard Hacker Under Surveillance / Winnklevoss Twins Invests in Zcash / Metaplanet Buys Gaming Co With Bitcoin / Mortgage Rates Up, RE Down, Stocks Drop Too / Routers Can Sense Movement in Rooms / Meta Trial Opens / Amazon Expands Drone Delivery, But Ingests Rare Books in Digital Effort / Bitbox Had Vulnerability, But Fixed

Market Data: Price: 1 BTC= $64,814, 14.65 oz Gold/1 BTC, 6.68 BTC/Median US House
24hr Hi: $64,987 / Lo: $63,996
Volume: $17B (Down 18%)
Mkt Cap: $1.3T (Up 1%)
Hashrate: .928 ZH/s
Avg Fee Rate: 2.0 sats/byte (Up 1 sat)
Daily Total ETF Inflow/outflow (last 24 hrs): +$189M
Relative Strength Index: 48

---Reports---
-International Events-
1. US-Iran Strait of Hormuz Standoff: The 60-day interim US-Iran agreement expired without a permanent deal. President Trump stated no talks with Iran are planned and claimed the strait is open with mines cleared, while Iran said it remains shut until US conditions are met. A ship was hit by a projectile while exiting the strait; commercial traffic remains limited. (CBC)

2. US-Canada Trade Tariff Pause: President Trump announced a three-day delay of planned 50% tariffs on approximately $20 billion in Canadian imports after last-minute talks. The tariffs, set for midnight August 19, covered goods including dairy, alcohol, and furniture. Canadian Prime Minister Mark Carney confirmed substantial progress but noted remaining work; Trump referenced potential revival of the Keystone XL pipeline. (AP)

3. Israel attacks airbase in Syria’s Idlib as US, Turkiye slam ‘escalation’: Israel ⁠carried out eight air strikes on the runway and storage facilities at the Abu al-Duhur base near Aleppo in northwest Syria. There were no casualties. The attack appeared to be Israel’s first attack on Syrian government assets since March. (AlJazeera)

-US Events-
1. Florida and Alaska Primary Results: In Florida, Republican Rep. Byron Donalds won the GOP nomination for governor; Democrats elevated progressive (DSA) candidate Angie Nixon in a Senate-related race. In Alaska, Democratic former congresswoman Mary Peltola advanced in the Senate race against incumbent Republican Dan Sullivan. (NYTimes)

2. 14 Charged in Penn State Fraternity Cocaine Trafficking-Ring Bust: ‘Serious Criminal Conduct’: The case centered around the Delta Upsilon and Sigma Chi fraternity houses. Thirteen individuals accused were students at the time of alleged drug trafficking from 2023 to 2024, the Pennsylvania Office of Attorney General said. Authorities said the cocaine was cut and packaged primarily at those fraternity houses before it was distributed mostly to Penn State University students. (Breitbart)

3. Biden-era 'ghost guns' restrictions are unconstitutional, US judge rules: U.S. District Judge Reed O'Connor declared the Biden administration's 2022 regulation targeting "ghost guns" unconstitutional, ruling it violates the Second Amendment and Fifth Amendment due process guarantees. The regulation required manufacturers of firearm kits to mark products with serial numbers and conduct background checks under the 1968 Gun Control Act; O'Connor stated the rule "contradicts the actual historical tradition of personal gunsmithing." The permanent injunction covers the M1911 80% Frames and G80 Build Kits. (GroundNews)

-Regulatory and Legal-
1. Hunting Down the Coldcard Hacker. Wave 1 Thief May Be Known to FBI: Block’s investigation believes they traced the attacker’s on-chain sweeps to a paid account at a major blockchain data provider whose internal logs matched the theft pattern with “extraordinary specificity.” The primary source for the claim that the hacker’s identity might be known is Clay Garrett, engineering lead at Block working on Bitkey. Garrett said, “We are sharing the relevant information with the appropriate authorities. We will provide further updates when doing so will not interfere with the investigation.” The wave 1 funds, totaling over 1000 BTC, are still collected in three addresses, watched by hundreds of engineers and likely law enforcement such as the FBI. (BitcionMag)

-CBDCs/World Currencies/Strategic Reserves-
NSTR

-Institutional Concerns-
1. Winklevoss Twins Launch Massive Zcash Mining Fleet via Cypherpunk: Through Cypherpunk Technologies, the twins completed a $33.33 million equity deal with Winklevoss Capital, deploying 4.2 GSol/s of Equihash hashrate that captures 18 percent of Zcash's network power. This adds to Cypherpunk's treasury of over 323,000 ZEC, positioning the firm as the top publicly traded holder and miner while calling Zcash 'encrypted Bitcoin' with strong privacy, quantum resistance, and AI protections. (X)

2. Metaplanet takes 96% of Super League in 2,100 BTC, cash deal to launch US bitcoin treasury firm: Metaplanet, the so-called "Strategy of Japan," is taking a roughly 96% stake in Nasdaq-listed Super League Entertainment through a $134.6 million | 2,088 BTC investment that will turn the gaming media company into its U.S. bitcoin treasury platform. (THeBlock)

-Economic Indicators-
1. US Mortgage Demand Stays Weak as Rates Remain High: US mortgage rates were little changed last week, with the average contract rate for a 30-year fixed-rate mortgage with conforming balances holding at 6.77%. The stability in borrowing costs provided little incentive for either prospective buyers or existing homeowners to act, with total mortgage application volume slipping just 0.4% from the previous week. (TradingEconomics)

2. US 10-Year Yield Eases Ahead of FOMC Minutes: The yield on the 10-year US Treasury note eased below 4.7% on Wednesday, retreating from recent highs as investors awaited the minutes of the Federal Reserve’s July meeting for fresh insights into the monetary policy outlook. (TradingEconomics)

3. US Stocks Slide on Chipmaker Selloff: US stock indices closed lower on Tuesday amid a selloff in chipmakers and elevated bond yields. The S&P 500 fell 0.7%, the Nasdaq 100 lost 1.7% and the Dow shed 116 points. (TradingEconomics)

-Security Concerns-
1. Comcast Router Motion Sensing Feature: Comcast added a motion-sensing capability to millions of its newer routers that can detect movement inside homes without traditional sensors. The feature raises privacy considerations regarding data use. (TechCrunch)

-Technology and Science-
1. Meta Child Safety Trial Opens: Opening statements began August 18 in a federal court in Oakland, California, in a lawsuit by 29 US states against Meta Platforms. Lead states California, Colorado, Kentucky, and New Jersey allege Meta designed Facebook and Instagram features to addict young users and improperly collected data on children under 13. Meta rejected the claims. The trial seeks damages and operational changes. (NPR)

2. Amazon Drone Delivery Expansion: Amazon announced plans to expand drone delivery of lightweight packages to 500 US cities by the end of the year. The initiative targets millions more customers for smaller packages. (AP)

3. Rare Books Traced to Amazon AI Training Facility to Be Scanned and Destroyed: AI companies are scanning truckloads of books, sometimes rare ones, and often destroying them in the process to train their models. Employees told the outlet all they do is receive massive shipments of printed books, then cut the bindings off so the pages feed a scanner more quickly. The book is destroyed in the process. A cottage industry has formed to supply AI labs with physical books that get stripped, scanned, and discarded—the "Fahrenheit 451" scene of texts destroyed to feed machines. (Decrypt) (AC- Most AI companies are doing this now, as the digitization of knowledge moves into high gear. There is an obvious risk in this, of course, as a digital copy of a book can be modified easily according to fleeting desires or even nefarious objectives.)

-Bitcoin Community
1. BitBox Warns Bitcoiners After Discovering ‘Severe’ Vulnerability In Firmware: Bitcoin wallet manufacturer BitBox has told users it was able to fix “severe vulnerabilities” with its hardware wallet’s firmware, and reassured users that no funds were taken. Yet it still urged users to upgrade carefully. Users should update firmware through the official BitBoxApp, ideally by clicking the in-app update prompt rather than searching for it, BitBox said. (BitcoinMag)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 46/100 (up 5 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 963,037
DTG/ICOD: 1200Z 18Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Kushner Meets With Bibi After Hamas / Iran Takes Page From Vietnam War / Second Invasion Occurs in Ceuta / CBP Pauses Construction in Big Bend Border Park / Wife Of US Soldier Pulled From Deportation Flight / Pentagon Warns Universities Over NatSec Issues / US Treasury Seeks Input on GENIUS Act / China CBDC Expands / Jane Street Has $1B in Bitcoin ETFs / UST Yield at Highs, Stocks Drop / ColdCard Losses Slow Down / SC Loan Company Data Hacked / OpenAI Says More AI is Defense Against Rogue AI

Market Data: Price: 1 BTC= $64,235, 14.62 oz Gold/1 BTC, 6.7 BTC/Median US House
24hr Hi: $64,547 / Lo: $63,374
Volume: $20B (Up 74%)
Mkt Cap: $1.28T (Up 39%)
Hashrate: .935 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
Daily Total ETF Inflow/outflow (last 24 hrs): +$297M
Relative Strength Index: 48

---Reports---
-International Events-
1. Jared Kushner meets Netanyahu on Gaza plan after talks with Hamas: U.S. envoy Jared Kushner held a multi-hour meeting in Jerusalem on August 17 with Israeli Prime Minister Benjamin Netanyahu, following a meeting the previous day with Hamas leader Khalil al-Hayya in Egypt. The talks aimed to advance a U.S.-backed 15-point roadmap for Hamas disarmament and Israeli withdrawal; officials reported moderate optimism but no firm Israeli commitment, with agreement to form working groups on disarmament and public health. (AP)

2. Iran betting it can outlast Trump if Dems take Congress, Gingrich says: ‘Trying to win in America politically’ like North Vietnam: Iran is wearing down the American public to defeat the US politically — attempting to copy North Vietnam’s playbook against President Trump, according to former House Speaker Newt Gingrich. Gingrich theorized that Tehran is banking on Democrats roaring back to power and opening a bevy of investigations into Trump that will keep him distracted from achieving his military objectives. “The Iranians have a strategy very much like the North Vietnamese communists. Their goal is to survive, to not give in to anything basic.” (NYPost)

3. Moroccan security forces arrest nearly 300 migrants trying to reach Spain’s Ceuta: Hundreds of migrants trying to reach the Spanish exclave of Ceuta by land and sea were arrested by Moroccan security forces as authorities tightened security along the border following calls for a new mass crossing. The attempted crossings followed a surge in social media posts calling on migrants to make their way to Ceuta. The latest attempt comes two weeks after tens of thousands of would-be migrants, driven by poverty and misinformation, rushed toward Ceuta in one of the deadliest migration crises to hit the region. At least 90 people died on both sides of the border, according to official numbers, while human rights groups reported higher figures. (AP)

-US Events-
1. Trump administration pauses border construction in Texas’ Big Bend National Park: U.S. CBP Commissioner Rodney Scott ordered a temporary pause on all border construction activity in Big Bend National Park. The border wall project has faced strong bipartisan opposition from conservationists, local residents, and Texas officials who argue that the region's steep cliffs and rugged terrain already act as a natural deterrent. (GroundNews)

2. Wife of US soldier is removed from deportation flight and released from federal immigration custody: A U.S. soldier’s wife who spent more than a month in federal immigration detention said she is back home after officers removed her from a deportation flight to Brazil. Maisa Lopes Eliaser was placed on a deportation flight Wednesday to her native Brazil when U.S. Immigration and Customs Enforcement officers on the plane received a phone call about her midflight, she told the AP. She said she was then asked by an ICE officer whether she wanted to continue on to Brazil or go back to the U.S.. Eliaser stayed on board and returned to Louisiana. (AP)

3. Pentagon Orders 30 Universities to Audit Foreign Ties: These audits target partnerships with 130 international organizations identified under Section 1286 of the National Defense Authorization Act, including entities from China, Russia, and Iran deemed to pose national security risks. "The Department of War has zero tolerance for academic partnerships that compromise our national security," said Emil Michael, the Pentagon's top research and engineering chief, regarding new fiscal 2026 restrictions on "fundamental research." (GroundNews)

-Regulatory and Legal-
1. US Treasury Asks For Public Input on Landmark Genius Act Crypto Legislation : The Treasury said that it was welcoming input from stakeholders on a proposed rule that would provide clarity to industry regarding who needs a license to issue a stablecoin. President Donald Trump signed the GENIUS Act into law in 2025. The legislation allows banks and other entities to issue stablecoins if they back the tokens with assets like U.S. Treasuries and provide monthly disclosures of their reserves. (BitcoinMag)

-CBDCs/World Currencies/Strategic Reserves-
1. China expands digital yuan network to 30 operating banks: The People’s Bank of China (PBOC) has added eight banks to its digital yuan operating network, bringing the total number of institutions authorized to provide digital yuan services to 30. Commercial banks serve as the second layer of the system. These banks open digital yuan wallets for consumers and businesses through their own platforms, provide payment services and handle customer security, compliance and anti-money-laundering obligations. The PBOC remains responsible for the underlying rules, standards and infrastructure. (CryptoBriefing) (AC-Social scores, CBDCs, and invasive tech. Liberty at the behest of the behemoth.)

-Institutional Concerns-
1. Jane Street Reveals Nearly $1B | 15,556 BTC Bitcoin Position: The Wall Street giant holds $990 million in Bitcoin exchange-traded funds, spread across major ETFs like BlackRock’s iShares Bitcoin Trust, Fidelity’s Wise Origin Bitcoin Fund, and Grayscale’s Bitcoin Trust. (BitcoinMag)

-Economic Indicators-
1. US 10Y Bond Yield Hits 19-month High: US 10 Year Government Bond Yield increased to 4.75%, the highest since January 2025.

2. US Stocks Drop as Middle East Risks Escalate: US stock indices closed lower on Monday amid concerns that elevated oil prices will fuel inflation as hopes for a deal to end the war in the Middle East faded. The S&P 500 fell 0.5%, the Nasdaq lost 0.2% and the Dow shed 273 points.

-Security Concerns-
1. Losses Top $115M | 1,789 BTC In Coldcard Bitcoin Hack: New data from Galaxy Research shows that $115 million | 1,789 BTC in bitcoin has been lost in the Coldcard theft and it had spoken with over 200 victims to support them and gather intelligence on the attackers. . Galaxy Research last week said that it estimates at least 15 separate attackers were exploiting the bug independently. (BitcoinMag)

2. Nearly 750k had financial info, SSNs leaked in South Carolina loan company breach: Cybercriminals breached the cloud system of a debt consolidation loan company in May, stealing troves of sensitive financial information and personal data on about 750,000 customers. The company, Heights Finance, published a warning to customers last week about the data breach and told regulators in Texas on Friday that 734,828 people were affected. (RecordedFuture)

-Technology and Science-
1. OpenAI’s Answer to Rogue Agents and Hacks Is More AI, Not Less: OpenAI wants every security team running AI agents, starting immediately. President Greg Brockman published a policy essay Monday, titled “The Defender's Window,” describing a narrow window before attackers catch up to what AI can already do. "The OpenAI-Hugging Face incident was a watershed moment for cybersecurity," Brockman wrote. OpenAI lists four internal pillars: using Codex to catch vulnerabilities before code ships, letting models triage security alerts before humans see them, running frontier models to probe its own infrastructure, and reinforcing basics like least-privilege access. His advice to everyone else: give your security team an agent, and apply for OpenAI's Trusted Access for Cyber program for vetted use of GPT-Daybreak-Blue during incident response. (Decrypt)

-Bitcoin Community
NSTR

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 41/100 (up 10 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 962,885
DTG/ICOD: 1200Z 17Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: Jared Kushner Negotiates With Hamas / US Reduces Korea Wargames Investment / China Launches New Taiwan Drills / Iran Issues $30K Bounty on US Soldiers / Tropical Storm Leaves Hawaii Reeling / Shootout at VA State University Injures 5 / UAE Sovereign Wealth Funds Keep Big Bitcoin Positions / JPM Allow Bitcoin Collateral / Markets Muted on Mixed Signals / Two New Crypto Data Breaches Enable Targeting / Stripe Buys AI Marketplace / US Airlines Ban Humanoid Passengers / CA Drafts Law To Restrict AI From Playing Therapist

Market Data: Price: 1 BTC= $63,579, 14.46 oz Gold/1 BTC, 6.77 BTC/Median US House
24hr Hi: $63,708 / Lo: $62,648
Volume: $14B (Up 74%)
Mkt Cap: $1.27T (Up 1%)
Hashrate: .916 ZH/s
Avg Fee Rate: 1.0 sats/byte (Even)
Daily Total ETF Inflow/outflow (last 24 hrs): -$56M
Relative Strength Index: 48

---Reports---
-International Events-
1. Jared Kushner meets Hamas then Netanyahu on Gaza plan: U.S. envoy and Trump son-in-law Jared Kushner held a rare multi-hour meeting Sunday in Egypt with Hamas leader Khalil al-Hayya on the U.S.-backed 15-point Gaza roadmap, which includes phased disarmament. Kushner, joined by Board of Peace figures including Nickolay Mladenov and Tony Blair, is meeting Israeli Prime Minister Benjamin Netanyahu in Jerusalem on Monday after Netanyahu rejected the plan. Hamas has accepted the roadmap and called for pressure on Israel to implement it; Israeli forces currently occupy about 60% of Gaza. (Reuters)

2. Trump orders substantial reduction in U.S.-South Korea military drills: President Trump instructed SECDEF Pete Hegseth to “substantially reduce” the annual Ulchi Freedom Shield exercises with South Korea that began Monday, citing cost, their “hostile” signal to North Korea, and his relationship with Kim Jong Un, plus Seoul’s refusal to join actions related to Iran. South Korea confirmed the drills are proceeding as scheduled with about 18,000 of its troops. (BBC)

3. China launches extensive live-firing military drills around Taiwan: China conducted large-scale live-firing exercises around Taiwan, described as its biggest war games to date in some reports, following a recent major U.S. arms package announcement to Taiwan. (Reuters)

4. Iran Army Chief Offers $30,000 Bounty for Killing or Capturing U.S. Soldiers: Iran’s army chief announced a $30,000 | 0.47 BTC bounty Sunday for anyone who kills or captures an American service member, as Tehran’s armed forces escalated threats against U.S. personnel and separately vowed to continue confronting the United States until its enemies are “completely” defeated and forced to “surrender.” (Breitbart)

-US Events-
1. Tens of thousands without power and more than 100 homes damaged as Tropical Storm Lala moves away from Hawaii: The storm was still hurling in a few bands of rain to Kauai early Monday, but its worst conditions are now over with, giving residents and officials space to deal with its aftermath. Exceptionally heavy rainfall, over 43 inches of it in the Big Island’s mountains, set off landslides and flash floods that wiped out roads on the island. Maui’s mountainous areas saw up to 2 feet of rain. More than 190 flights in and out of Hawaii been postponed over the weekend, while 52 were canceled. (CNN)

2. Numerous People Injured After Multiple Shooters Open Fire at Virginia State University: The shooting occurred “near the university’s Quad Annexes,” NBC News reported. Five shooting victims were found, one of whom is in critical condition. The lockdown at VSU has been lifted but a heavy police presence on campus remains. Police “are looking for multiple suspects” in connection with the shooting. (Breitbart)

-Regulatory and Legal-
NSTR

-CBDCs/World Currencies/Strategic Reserves-
1. Abu Dhabi Sovereign Wealth Funds Keep Big Bitcoin Positions : Abu Dhabi’s Mubadala Investment Company disclosed Friday that it held a $490 million stake in BlackRock’s iShares Bitcoin Trust — the second-largest single holding across its entire 13F portfolio. And a Thursday filing from the Abu Dhabi Investment Council, another state-run fund, revealed a $273.6 million position in the popular Bitcoin exchange-traded fund. The stake is the biggest position in its portfolio. Both wealth funds’ position in Bitcoin is unchanged since last quarter. (BitcoinMag)

-Institutional Concerns-
1. JPMorgan allows institutional clients to use Bitcoin as loan collateral: JPMorgan Chase is enabling institutional clients to pledge Bitcoin and Ethereum as collateral for U.S. dollar loans via its Kinexys platform, with third-party custodians holding the assets and haircuts applied. (Bloomberg)

-Economic Indicators-
1. US 10-Year Yield Holds Advance: The yield on the 10-Year US Treasury note held around 4.69% on Monday after rising about 5 basis points in the previous session. (TradingEconomics)

2. US Stocks Fall on Signs of Economic Cooling: US stock indices closed lower on Friday as macroeconomic headwinds weighed. The S&P 500 eased 0.2% from its record high, while the Dow shed 108 points and the Nasdaq 100 fell 0.1%. The University of Michigan’s preliminary August sentiment index fell to 51, below forecasts of 55. Meanwhile, retail sales dropped in July by the most in over a year. (TradingEconomics)

3. Week Ahead - Aug 17th: The ongoing standstill between Iran and the US should continue to dictate energy prices and influence global interest rates, after the US prolonged its economic pressure on Iran instead of signaling efforts of diplomacy. Rates will also take the spotlight with minutes from a divisive meeting from the Federal Reserve, which included three dissents. The ECB will also post meeting accounts. Data from the US will be headlined by flash S&P PMIs, building permits, trade terms, and industrial production. (TradingEconomics)

-Security Concerns-
1. SafePal crypto wallet data breach exposes ~40,000 customers’ order details: Hardware wallet provider SafePal disclosed an authorization flaw in its order-tracking plugin that allowed unauthorized access to personal and order information of approximately 39,798 customers who ordered between March 2025 and April 2026. Exposed data included names, emails, shipping addresses, phone numbers, and purchase details; seed phrases, private keys, wallet credentials, payment data, and funds were not affected. (TheBlock)

2. France Tax Data Leak Could Fuel Scams, Attacks Targeting Bitcoin Holders: A hacker is selling a trove of French tax records that could expose more than 678,000 people and businesses, including Bitcoin holders, to phishing, identity theft, and targeted attacks. (Decrypt)

-Technology and Science-
1. Stripe finalizes acquisition of AI model marketplace OpenRouter for more than $7 billion: Payments company Stripe has agreed to acquire OpenRouter, an AI gateway that provides access to hundreds of models via a single interface, for over $7 billion | 110,642 BTC according to sources familiar with the deal. OpenRouter, valued at $1.3 billion | 20,548 BTC in a May funding round, claims millions of users and routes requests across providers. (Bloomberg)

2. American Airlines Bans Humanoid Robots from All Flights Starting Monday: The carrier is the last of the four largest U.S. airlines to restrict the machines, citing lithium-ion battery fire risks. (GroundNews)

3. People Are Turning to AI for Mental Health, California Wants It Banned: Introduced on January 21, Senate Bill 903 cleared the Assembly Appropriations Committee in a 13-0 vote on Thursday and was ordered to a third reading. No date has been announced for the Assembly vote. SB 903 would limit AI in psychotherapy to support tasks, bar chatbots from posing as therapists and require clinician oversight and patient consent. It would also protect therapy data while exempting peer support, religious counseling, research and federally approved medical tools. (Decrypt)

-Bitcoin Community
NSTR

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 31/100 (up 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
____________________
Analyst: BV2A
END REPORT
NNNN
*NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB)
Block: 962,423
DTG/ICOD: 1200Z 14Aug2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
__________________________
BLUF: UK's Farage Beats Count Binface in Election / NATO's Latvia Shoots Down Russian Drone / Colombia Overwhelmed With Damage, Injuries / US Carrier Heads Out to Relieve USS Lincoln / US Judge Dismisses DOJ Antisemitism Lawsuit Against Harvard / US Missionary Held 9 Months in Niger Released / MSTR and Metaplanet May be Dropped From MSCI / Markets Muted After Even PPI Release / Trezor Hack Reveals 14K Customers Data / Flock Reins In Data Access / Geoffrey Hinton Says World Not Ready For Powerful AI / Public Bitcoin Miners Ease Up on Hashrate to Chase AI Profits

Market Data: Price: 1 BTC= $62,861, 14.41 oz Gold/1 BTC, 6.86 BTC/Median US House
24hr Hi: $63,921 / Lo: $62,638
Volume: $20B (Down 5%)
Mkt Cap: $1.2T (Down 1%)
Hashrate: .901 ZH/s
Avg Fee Rate: 1.0 sats/byte (Down 2 sats)
Daily Total ETF Inflow/outflow (last 24 hrs): -$131M
Relative Strength Index: 41

---Reports---
-International Events-
1. Reform UK leader Nigel Farage beats Count Binface in widely mocked British election: Nigel Farage beat trash-can wearing comic candidate Count Binface to regain the seat in Parliament he quit a month ago to trigger the widely mocked special election. Farage, leader of the anti-immigration Reform UK party who some see as a possible next prime minister, abruptly quit his seat in July amid an investigation into whether he failed to report a 5 million pound ($6.7 million) gift from a crypto billionaire overseas. Binface, who finished in second, won about 27%, according to the results announced Friday. (AP)

2. NATO aircraft shoot down drone over Latvia, which blames ‘Russian electromagnetic warfare’: The drone was destroyed over the Balvi region by aircraft taking part in NATO’s Baltic Air patrol mission. Latvia said the downed drone was “a foreign unmanned aerial vehicle” that had “flown into Latvia as a result of Russian electromagnetic warfare,” After the incident, Finland temporarily restricted airspace and a sea area in the eastern Gulf of Finland early Friday as a precaution. (CNBC)

3. Colombia: Hospitals Overwhelmed in Earthquake Epicenter, 93 Percent of State ‘Gravely Damaged’: Authorities in Colombia continue to struggle to meet the needs of the tens of thousands estimated to have been injured, displaced, or otherwise affected by the devastating 7.4-magnitude earthquake this week. While the death toll remains in the hundreds, Colombian authorities estimate that as many as 43,000 people in Chocó alone have been displaced by the earthquake, in many cases losing their homes and most possessions. The bishop of Quibdó, Wiston Mosquera, said that the hospitals in the area are completely overwhelmed, matching estimates from the newspaper that they were at about 300 percent capacity as a result of earthquake injuries. (Breitbart)

-US Events-
1. New aircraft carrier heads toward Middle East after reports of issues on long-deployed USS Lincoln: The Pacific-based aircraft carrier USS George Washington has begun heading toward the Middle East as reports have emerged of mental health and supply issues aboard the long-deployed USS Abraham Lincoln. The Lincoln has been supporting the U.S. war against Iran, and its deployment has included a record-setting uninterrupted time at sea of more than 260 days. (AP)

2. Federal judge dismisses Trump administration antisemitism lawsuit against Harvard: U.S. District Judge Richard G. Stearns dismissed the Justice Department’s Title VI lawsuit alleging Harvard failed to adequately address antisemitism affecting Jewish and Israeli students. The court found the cited incidents “too isolated and episodic” to show ongoing institutionalized noncompliance, noting most occurred in the 2023–24 academic year. The administration indicated it is assessing next steps. (WaPo)

3. US missionary abducted in Niger released after nine months in captivity: American missionary pilot Kevin Rideout was released into United States custody after being held in Niamey, Niger, since last year. Rideout was seized by unidentified men last year while heading to the airport. Niger, Mali, and Burkina Faso battle Islamist insurgencies spanning over a decade. (GroundNews)

-Regulatory and Legal-
NSTR

-CBDCs/World Currencies/Strategic Reserves-
NSTR

-Institutional Concerns-
1. Two Bitcoin Treasury Firms and a Uranium Company Face MSCI Index Removal: MSCI is consulting on a proposal that would exclude “non-operating companies” from its Global Investable Market Indexes (GIMI), a change that would remove Strategy and Metaplanet under a May 2026 simulation. Uranium holding company Yellow Cake PLC would also be deleted. (BeInCrypto)

-Economic Indicators-
1. US 10-Year Yield Holds Decline: The 10-year US Treasury yield hovered around 4.65% on Friday, holding a recent decline as softer-than-expected inflation data led investors to reduce expectations for a Federal Reserve rate hike in September. (TradingEconomics)

2. US Stocks Gain on Softer PPI Data: US stock indices closed higher on Thursday after soft price data consolidated bets on a Federal Reserve rate hold next month. The S&P 500 rose 0.6% to a new record, while the Nasdaq jumped 1.1%, also nearing it's all-time closing high, and the Dow added 70 points. (TradingEconomics)

3. US Initial Jobless Claims Rise More than Expected: The number of people claiming unemployment benefits in the US rose by 9,000 to 209,000 on the first week of August, above market expectations of 202,000. Continuing claims, which are seen as a gauge of outstanding unemployment in the US, declined by 22,000 to 1,777,000 in the earlier week. (TradingEconomics)

4. US Producer Prices Flat in July: US producer prices were unchanged in July 2026, following a revised 0.1% fall in June and compared with market expectations of a 0.2% gain. (TradingEconomics)

-Security Concerns-
1. Trezor data breach exposes information on nearly 14,000 Bitcoin wallet users: A data breach at Trezor leaked names and email addresses of approximately 13,689 customers who purchased the hardware Bitcoin wallet in recent months. The company said that 13,689 customers from the US, UK, Sweden, Colombia, Brazil, Italy, and Portugal who received an order 90 days prior to August 8 were affected. Trezor said that 11,742 customers had their names, emails, phone numbers, and shipping addresses leaked. (BitcoinMag) (AC-This is how wrench attacks are born.)

2. Flock Safety implements new privacy safeguards for license-plate readers: Flock Safety announced changes including shortening the default data-retention period from 30 days to 7 days, requiring case codes for law-enforcement searches, and mandating audit tools that can lock out users for abnormal activity. The updates follow reports of officers misusing the automated license-plate reader network, including for stalking. Existing customers may retain prior retention periods in some cases; full implementation of certain requirements is targeted by early 2027. (Bloomberg)

-Technology and Science-
1. Geoffrey Hinton Told CNN Rogue AI Hacked Three Firms: Kill Switch Law Can’t Stop It: Nobel Prize-winning computer scientist Geoffrey Hinton warned on Wednesday that the U.S. government is dangerously unprepared for rogue AI — and the past seven weeks of congressional, executive, and regulatory records confirm he is not predicting a future failure but describing a current one. Every federal deadline set in response to AI's documented containment failures has been missed. The primary legislative response, the AI Kill Switch Act, explicitly exempts the testing environments where all three confirmed rogue AI breaches occurred. CISA, the nation's primary civilian cybersecurity agency, has had no Senate-confirmed director since the start of the current administration. And no federal law requires AI companies to disclose it when their models escape. (TechTimes)

-Bitcoin Community
1. Public Bitcoin miners cut hashrate 13.4% as AI infrastructure revenue grows: Realized hashrate among a cohort of public Bitcoin miners fell from 368.3 exahashes per second (EH/s) in the fourth quarter of 2025 to 319 EH/s in the second quarter of 2026, a 13.4% decline. By comparison, the Bitcoin network’s average hashrate declined 10.6% over the same period. Weaker mining profitability, coupled with surging demand for AI infrastructure since 2022, has prompted several public miners to repurpose sites and power capacity away from Bitcoin mining entirely. (CoinTelegraph)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 29/100 (Even)

Analyst Comments (AC): NSTR

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*NSTR-Nothing Significant To Report⁩