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2024-10-31 14:19:26

Bitcoin Veterans on Nostr: BTC Daily Intelligence Bulletin (DIB) Block: 868,243 DTG/ICOD: 1200Z 31Oct24 ...

BTC Daily Intelligence Bulletin (DIB)
Block: 868,243
DTG/ICOD: 1200Z 31Oct24
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: NK Successfully Tests Longest Range ICBM / Most of Mexico's High Court Resign / US Sanctions 400 Firms for Russia Ties / Trump Trolls in Garbage Truck / Musk Ordered to Court Over Giveaway / Brazil Looks to Tax Crypto Remittances / Nigeria Inflation Worsens / Bitwise CIO Says Bitcoin Doesn't Need USD Collapse to Rise / US Treasury Wants to Replace Stablecoins With CBDC / MSTR Goes Big on Fiat Arbitrage / 16 Years Since Bitcoin White Paper Released

Market Data: Price: 1 BTC= $72,214, 25.99 oz Gold, .17 Median US House
24hr Hi: $72,905 / Lo: $71,411
Vol: $37B (Down 28%)
Mkt Cap: $1.43T (Even)
HashRate: 756 EH/s
Avg Fee Rate: 5 sats/vBtye (Up 66%)
Nodes: 19,251

---Reports---
-International Events-
1. North Korea leader says longest ICBM test 'appropriate military action' against enemies: North Korea said it tested an intercontinental ballistic missile on Thursday, upgrading what it called the "world's most powerful strategic weapon", as Seoul warned Pyongyang could get missile technology from Russia for helping with the war in Ukraine. Fueled by solid-propellant and fired from a road launcher, it was launched at a sharply raised angle and flew for 73 minutes, translating to a potential range of 15,000 km on a normal trajectory.
That is a distance that puts anywhere in the mainland United States within range. (Reuters)

2. 8 of 11 members of Mexico’s Supreme Court to resign in protest of controversial judicial overhaul: Eight justices of Mexico’s Supreme Court have said they will leave the court rather than stand for election as required by a controversial judicial overhaul passed last month. Last month, Mexico’s Congress passed — and a majority of states ratified — then-President Andrés Manuel López Obrador’s initiative to make all of the country’s judges subject to election. (AP)

3. U.S. Sanctions Nearly 400 Firms, Accusing Them of Aiding Russia’s War Effort: The U.S. Treasury Department announced sweeping sanctions against 275 individuals and entities in countries including India, China, Switzerland and Turkey, with the restrictions aimed at "disrupting global evasion networks." (MoscowTimes)

-US Events-
1. Trump Holds Press Conference In Garbage Truck En Route To Green Bay Rally: TRUMP: "How do you like my garbage truck? This truck is in honor of Kamala and Joe Biden." (ZeroHedge)

2. Philadelphia Judge Orders Elon Musk To Attend Court Over $1 million Giveaway: A judge has summoned all involved parties, including Elon Musk, to an emergency court hearing in Philadelphia on Thursday to address a lawsuit aimed at blocking Tesla CEO's political action committee from distributing $1 million to registered voters in Pennsylvania before the Nov. 5 U.S. election. (IBTimes)

-Regulatory and Legal-
1. Brazilian Central Bank Considers Taxing Stablecoin Remittances: The stablecoin boom in Brazil has caught the attention of the central bank, which is currently exploring several ways to tax stablecoin remittances, including issuing a special license for crypto exchanges that provide these services. (BitcoinCom)

-Central Bank Digital Currencies/World Currencies-
1. Nigeria's Currency Plunges as Dollar Liquidity Dries Up: Will a Naira-for-Crude Oil Swap Revive It?: The Nigerian naira, which has already lost over 70% of its value in 2024, recently dropped to a record low of NGN1,670.65 per U.S. dollar on the official foreign exchange market on October 28. The naira’s decline coincides with a 72% plunge in dollar liquidity, falling to $81 million, the lowest level in over a month. The naira’s depreciation has fueled inflation, which peaked at 34.19% in June, further worsening the plight of Nigerians. (BitcoinCom) (AC-Just a reminder that Nigeria has instituted very strong anti-Bitcoin and stablecoin laws in response to the decline of the Naira's value. The only reason for this pain is a major continued increase in money supply by the government.)

2. Does US Dollar Need to Collapse for Bitcoin to Hit $200K? Bitwise Says No: The chief investment officer of asset management firm Bitwise, Matt Hougan, addressed bitcoin’s potential to reach a $200,000 valuation without a collapse of the U.S. dollar on social media platform X on Tuesday. Hougan outlined two primary factors behind bitcoin’s growth potential. “When you invest in bitcoin, you’re actually making two bets at once,” he explained. Firstly, he said: “Bitcoin will succeed in establishing itself as a new ‘store of value’ asset” Secondly, he noted: “Governments will abuse fiat currencies and increase demand for ‘store of value’ assets.” (BitcoinCom)

3. U.S. Treasury Report Proposes CBDC Replacement for Private Stablecoins: The U.S. Treasury Department has recommended replacing private stablecoins with government-issued CBDCs, citing concerns about the $120 billion in Treasury bills held as stablecoin collateral and potential market risks. Over 80% of crypto transactions involve stablecoins, with USDT leading in trading volume. (Blockonomi)

-Institutional Concerns-
1. Bitcoin investors pile $875M into BlackRock fund amid crypto rally: BlackRock’s spot Bitcoin exchange-traded fund (ETF) recorded its biggest day of inflows since its launch in January as crypto markets surged. On Oct. 30, BlackRock’s spot Bitcoin ETF (IBIT) recorded inflows of $875 million, according to CoinGlass data. This marked the highest inflow day for IBIT since its launch on Jan. 11. (CoinTelegraph)

2. MicroStrategy Aims to Raise $42 Billion to Increase Bitcoin Holdings: MicroStrategy plans to raise $42 billion through debt and equity to expand its Bitcoin holdings, aiming to become a major corporate holder of the cryptocurrency. The company's CEO stated the need to scale up Bitcoin initiatives beyond cash flows from their software business. (Decrypt)

-Economic Indicators-
1.US GDP Growth Below Forecasts in Q3: The US economy expanded an annualized 2.8% in Q3 2024, below 3% in Q2 and forecasts of 3%, the advance estimate from the BEA showed. (TradingEconomics)

2. US Private Companies Add the Most Jobs in Over a Year: Private businesses in the US added 233K workers to their payrolls in October 2024, the most since July 2023, following an upwardly revised 159K rise in September and much higher than forecasts of 115K. (TradingEconomics)

3. US Futures Drop as Tech Earnings Disappoint: US stock futures declined on Thursday as megacap technology names tumbled in after-hours trading on disappointing corporate earnings reports. Meta Platforms dropped over 3% after missing user growth expectations and warning of increased capital expenditures in 2025. Microsoft also saw a nearly 4% decline due to weak revenue guidance. In regular trading on Wednesday, the Dow dipped 0.22%, the S&P 500 lost 0.33%, and the Nasdaq Composite fell 0.56%. (TradingEconomics)

-Security Incidents and Concerns-
1. FBI Links Chinese Hackers 'Salt Typhoon' to Telco Infrastructure Access; With Trump, Biden Aides Targeted: Shortly after Trump revealed that their data was illegally accessed and placed the blame on the Iranian bad actors, the Federal Bureau of Investigation (FBI) revealed that the United States' telecommunications infrastructure was the target of a massive access. The law enforcement agency regarded that these threat actors were affiliated with the People's Republic of China, with new reports claiming that the group 'Salt Typhoon' was behind it. (TechTimes)

-Technology and Science-
NSTR

-Bitcoin Community-
1. Bitcoin White Paper 16th anniversary: On October 31, we mark sixteen years since Satoshi Nakamoto published the Bitcoin white paper—a concise yet visionary document that redefined the concept of money and challenged the power structures controlling global finance. Satoshi proposed more than just a decentralized currency; Bitcoin was designed as a robust, peer-to-peer system that promised financial autonomy, economic inclusivity, and an open network accessible to all. Sixteen years later, however, Bitcoin’s journey is marred by competing interpretations of its purpose and challenges that have redefined what it means to “keep the network secure.” (CoinGeek) (AC-Warning, the article is biased towards BSV, but drives thinking on the subject.)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 77/100 (Even)

Analyst Comments (AC): NSTR

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Analyst: BV2A
END REPORT
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