BV_DIB on Nostr: ...
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BTC Daily Intelligence Bulletin (DIB)
Block: 881,051
DTG/ICOD: 1200Z 27Jan25
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: Columbia Reverses, Will Take Migrants From US / Rwanda Rebels Take DRC City / Palestinians Returning to Gaza / SecState Rubio Pauses All Foreign Aid / ICE Arrests Nab Gang Members / Protests Arise Against Deportations / BTC VS XRP in the SBR / Russia Pushing Digital Ruble / Companies Continue Bitcoin Buying / AI Newcomer DeepSeek Spooks Markets / iPhone Message Phishing Cracks Security / Poland Increases Bitcoin ATMs
Market Data: Price: 1 BTC= $101,048, 36.08 oz Gold, .23 Median US House
24hr Hi: $105,227 / Lo: $97,795
Vol: $60B (Up 187%)
Mkt Cap: $1.97T (Down 5%)
HashRate: 776 EH/s
Avg Fee Rate: 3 sats/vBtye (Down 40%)
Nodes: 21,451
---Reports---
-International Events-
1. Colombia Caves On Deportations After Trump Threats: Colombia on Sunday backed down and agreed to accept deported citizens sent on US military aircraft, hours after President Donald Trump threatened painful tariffs to punish the defiance to his mass deportation plans. Colombia's leftist president, Gustavo Petro, had earlier said he would only take back citizens "with dignity," such as on civilian planes, and had turned back two US military aircraft with repatriated Colombians. Trump said he would suspend implementation of the tariffs. (IBTimes)
2. DRC conflict: M23 rebels enter Goma after claiming capture of city: Rwanda-backed M23 rebels have captured eastern DR Congo’s largest city, Goma, as the United Nations reported “mass panic” with the government dubbing the insurgency a “declaration of war”. The M23 rebel movement also announced a coup d’etat in a statement. The eastern borderlands of DRC are a tinderbox of rebel and militia fiefdoms stemming from two regional wars after Rwanda’s 1994 genocide, when Hutu extremists murdered close to 1 million Tutsis and moderate Hutus. M23 is the latest in a long line of Tutsi-led rebel movements. (TheGuardian)
3. Palestinians return to devastated northern Gaza: Tens of thousands of displaced Gaza residents ended months of exile in temporary camps and began returning to what was left of their homes on Monday after Israel opened a corridor into the north of the battered enclave. Hamas and Israel agreed to release more hostages, including Yehud, on Thursday and Saturday, the Israeli Prime Minister’s Office said on Sunday. (CNN)
-US Events-
1. Rubio pauses foreign aid from State Department and USAID to ensure it puts ‘America First’: He (SECSTATE) is initiating a review of all foreign assistance programs to ensure they are efficient and consistent with U.S. foreign policy under the America First agenda. President Trump stated clearly that the United States is no longer going to blindly dole out money with no return for the American people." (Fox)
2. Multi-Agency Task Force Arrests Tren de Aragua Members in Immigration Raid: A surprise early morning immigration raid on a makeshift nightclub in the Denver Metro area resulted in the arrest of approximately 50 migrants in an illegal status, including some with connections to the violent Venezuelan Tren de Aragua gang. (Breitbart)
3. U.S. Cities Witness Protests Against ICE Deportation Policies: Protests against Immigration and Customs Enforcement (ICE) and deportation policies are occurring across several U.S. cities including Chicago, Dallas, and Hartford. Demonstrators, including many displaying foreign flags, have been marching, chanting for rights, and in some instances, blocking traffic to protest against ICE's actions. These actions include mass deportation initiatives, where even undocumented immigrants without criminal records are being detained, as recently executed in Texas. (Various, X)
-Regulatory and Legal-
1. Bitcoin Vs. XRP: Will BRICS Influence The US Crypto Reserve?: An online confrontation broke out between the Bitcoin and XRP communities over the weekend, fueled by former President Donald Trump’s last weeks’ announcement of a “Digital Asset Stockpile”. In a post on X on Sunday, Maj. Jason Lowery expressed skepticism about whether governments like those in the BRICS bloc (Brazil, Russia, India, China, and South Africa) would ever adopt a cryptocurrency that is perceived to be under US jurisdiction. “If you cannot confidently say that nations like China or Russia will add massive amounts of your favored crypto asset to their strategic reserves, then you are being insincere—and you’re undermining the future security and prosperity of this nation.”, he said. (Bitcoinist)
-Central Bank Digital Currencies/World Currencies-
1. Russian State Duma Profiles Digital Ruble as a Sanctions-Sidestepping Tool: Deputy Chairman of the State Duma Committee highlighted the advancements that the digital ruble would bring to controlling budget expenditures and overseeing public spending. In addition, Kiryanov commented on the possibilities that the digital ruble would open for international exchanges in the context of the sanctions the Western world has enacted against Russia. (BItcoinCom)
-Institutional Concerns-
1. Real Estate Firm Fathom Holdings Adopts MicroStrategy's Bitcoin Reserve Plan: Fathom Holdings, a real estate tech company listed on Nasdaq, plans to allocate up to half of its excess cash reserves to Bitcoin. The company aims to accept Bitcoin from customers and potentially invest in Bitcoin exchange-traded funds in the near future. (Decrypt)
2. MicroStrategy buys another 10,107 bitcoin for $1.1 billion, bringing holdings to 471,107 BTC: To put that in perspective, MicroStrategy holds more than 2.2% of bitcoin’s total 21 million supply. (TheBlock)
-Economic Indicators-
1. US 10Y Bond Yield Hits 5-week Low: US 10 Year Government Bond Yield decreased to a 5-week low of 4.51%. Over the past 4 weeks, US 10 Year Note Bond Yield lost 2.50 basis points, and in the last 12 months, it increased 42.70 basis points. (TradingEconomics)
2. US Futures Sink on AI Concerns: US stock futures tumbled on Monday, with S&P 500 contracts down 1.8%, the Dow Jones dropping roughly 450 points, and the Nasdaq 100 sliding over 3%, driven by growing concerns about the US's dominance in AI. Chinese startup DeepSeek's latest AI model, praised for its cost-effectiveness and ability to operate on less-advanced chips, garnered significant attention as its AI Assistant overtook ChatGPT to become the top-rated free app on the US Apple App Store. (TradingEconomics)
3. Bitcoin Tumbles on Profit-Taking: Bitcoin tumbled around 4% to fall below $100,000 on Monday, erasing gains from the previous week as a wave of profit-taking swept through the market. (TradingEconomics)
-Security Incidents and Concerns-
1. Scammers find sneaky way to bypass your iPhone's safety features: Cybercriminals have devised a new method to circumvent Apple's built-in phishing protection for iMessage, potentially exposing you to malicious links and scams. Apple's iMessage automatically disables links in messages from unknown senders as a security measure. By instructing you to reply to the message, often with a simple "Y," the attackers can re-enable previously disabled links. This seemingly innocuous action not only activates the links but also signals to the scammers that they've found an engaged target for future attacks. (Fox)
2. Blockchain Security Breach: $29M in SUI Tokens Stolen and Laundered: On January 26, details of the exploit were disclosed, revealing that a major holder on the Sui network fell victim to the attack. Reports indicate that on December 12, an unauthorized entity managed to drain 6.27 million SUI tokens. The stolen assets were then moved from the Sui blockchain to Ethereum using bridging mechanisms before being laundered through Tornado Cash in fragmented transactions to obscure their origin and hinder traceability. (CoinTrust) (AC-This is only one reason to not shitcoin.)
-Technology and Science-
1. Chinese researchers just built an open-source rival to ChatGPT in 2 months. Silicon Valley is freaked out. China has released a cheap, open-source rival to OpenAI's ChatGPT called DeepSeek-V3, built in two months for just $5.58 million, according to DeepSeek. DeepSeek's models are significantly cheaper to operate, costing one-thirtieth of OpenAI's GPT-4, as stated in their published API pricing. (GroundNews)
2. The release of #DeepSeek could shake up the market this week, raising serious questions about the sustainability of recent AI-driven gains. $NVDA, the backbone of AI hardware and infrastructure, now faces a tough reality—DeepSeek’s tech may reduce the demand for their hardware, leaving them and the big 7 US tech companies overvalued and exposed to corrections. Bitcoin stays unaffected fundamentally, but miners might even find new opportunities with spare data center capacity. $BTC took a dip (as the main market trading over the weekend), reflecting broader market adjustments ahead of the US stock market opening. (X)
-Bitcoin Community-
1. Poland overtakes El Salvador in global Bitcoin ATM count: Poland surpasses El Salvador to become the fifth-largest Bitcoin ATM hub globally, recording 219 active machines amid a four-month installation spree. (CoinTelegraph)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 71/100 (Down 4 pts)
Analyst Comments (AC): "Altcoin" season is in full swing, which means reporting on scams, rug pulls, and shady entities will increase. The narratives from Bitcoiners should not be flippant and insincere, but rather educational and helpful. Newcomers don't know enough to make good decisions so lets continue to provide light in the darkness.
Follow us on NOSTR: Bitcoin Veterans (npub1qkt…ms0r)
Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST
Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST
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Analyst: BV2A
END REPORT
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*NSTR-Nothing Significant To Report