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2024-07-29 15:40:11

Bitcoin Veterans on Nostr: BTC Daily Intelligence Bulletin (DIB) Block: 854,488 DTG/ICOD: 1200Z 29Jul24 ...

BTC Daily Intelligence Bulletin (DIB)
Block: 854,488
DTG/ICOD: 1200Z 29Jul24
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: French Internet Cables Cut / Wagner Mercs Ambushed in Mali / Venezuela's Maduro Claims Victory, Populace Seethes / Yellen Wants $3T Per Year for Climate / Wildfires in CA Abound / Trump Pledges Bitcoin Reserve, To Fire Gensler / Sen Lummis Intros Bill for Bitcoin National Reserve / Hong Kong Considers Bitcoin Reserve / Generative AI Used for Cloud Security / Bitcoin Conference Highlights / Univ of Wyoming Launches Bitcoin Research Institute / Bitcoin "Game Theory" Begins to Play Out

Market Data: Price: 1 BTC= $69,629, 29.10 oz Gold, .16 Median US House
24hr Hi: $69,851 / Lo: $67,602
Vol: $24B (Down 33%)
Mkt Cap: $1.37T (Up 3%)
HashRate: 663 EH/s
Avg Fee Rate: 10 sats/vBtye (Up 220%)
Nodes: 19,165

---Reports---
-International Events-
1. France: Telecom fiber optic networks sabotaged: Installations belonging to French telecom companies SFR and Bouygues Telecom were vandalized, while internet cables had been cut in southern France, with installations near Luxembourg and Paris sabotaged. Internet outage watchdog Netblocks said data showed disruptions to multiple internet providers in France. The news comes after saboteurs targeted France's high-speed rail network on Friday, over which a man was arrested on Sunday. (DW)

2. Dozens of Russian Mercenaries Killed in Attack in Mali: Tuareg rebels seeking autonomy in the West African country of Mali killed dozens of Russian mercenaries last week in what appeared to be one of the deadliest attacks on Russian personnel on the continent since Moscow first sent Wagner Group guns-for-hire there in 2017. After a pair of military coups in 2020 and 2021, Malian officers hired Wagner Group mercenaries to act as bodyguards for top junta members and conduct combat missions. (WSJ)

3. Venezuela’s Maduro and opposition are locked in standoff as both claim victory in presidential vote: Several foreign governments, including the U.S., held off recognizing the results of Sunday’s election, and officials delayed the release of detailed vote tallies after proclaiming Maduro the winner with 51% of the vote, to 44% for retired diplomat Edmundo González. (AP) (AC- Mainstream news sources are not reporting the significance of this clouded election and the angst boiling over in Venezuela. The issue is trending on X where crowds are gathering and police and military are squaring off against protesters. Multiple election sites are giving reports of overwhelming votes for the opposition while Maduro claims victory. The potential for conflict over the issue his high as those without voice are feeling hopeless.)

-US Events-
1. Yellen says $3 trillion is needed each year to fund climate transition: Yellen spoke in Belem, a Brazilian city known as the gateway to the Amazon, after meeting with G-20 finance ministers in Rio de Janeiro on Thursday and Friday. She said reaching net-zero carbon emissions goals remains a top priority for the Biden-Harris administration, but that doing so requires leadership from around the world. (Fox)

2. California firefighters make progress as wildfires push devastation and spread smoke across US West: The so-called Park Fire, the largest wildfire in California this year, was one of more than 100 blazes burning in the U.S. on Sunday, according to the National Interagency Fire Center. Some were sparked by the weather, with climate change increasing the frequency of lightning strikes as the western U.S. endures blistering heat and bone-dry conditions. (AP)

-Regulatory and Legal-
1. Trump Pledges Strategic Bitcoin Reserve at Bitcoin 2024 Conference: Addressing a room full of Bitcoin enthusiasts, Trump’s declaration came after a week of rumors and reports about his Bitcoin plans, though his announcement remained somewhat vague. During his 45-minute keynote address, Trump promised to end what he described as the Democrats’ regulatory crackdown on cryptocurrency companies and holders. If elected, he vowed to transform the U.S. into a “Bitcoin superpower.” (Yahoo)

2. Sen. Cynthia Lummis announces bill for US Treasury to buy 1 million bitcoin worth $68 billion: Senator Cynthia Lummis, of Wyoming, will introduce a bill to direct the U.S. Treasury to purchase 1 million bitcoins — worth about $68 billion at current prices — over a period of five years next week, she said in an interview with The Block. The move is made to counter the effects of dollar debasement, she said. So it would be of value, in my opinion, to have a hard asset that backs the U.S. dollar and that grows in value instead of declines in value,” the Senator added. (TheBlock)

3. Hong Kong’s Bitcoin Ambitions: Lawmaker To Discuss Reserve Opportunities With Industry Players: With Bitcoin gaining traction to become a potential strategic reserve asset in the United States, it appears other pro-crypto countries might be considering adopting this significant move as Johnny Ng, a lawmaker in Hong Kong, has revealed his intention to discuss the feasibility and potential advantages of including BTC to the nation’s financial reserve. (Bitcoinist)

-Central Bank Digital Currencies-
NSTR

-Institutional Concerns-
NSTR

-Economic Indicators-
1. Bitcoin Heads Toward $70K on Trump Push: Bitcoin climbed toward $70,000 on Monday, potentially hitting the key level for the first time in six weeks after US presidential candidate Donald Trump doubled down on his support for crypto. (TradingEconomics)

2. PCE Prices Edge Up 0.1%, Core Rise at a Faster 0.2%: The personal consumption expenditure price index in the US edged up 0.1% month-over-month in June 2024, following a flat reading in May, in line with forecasts. (TradingEconomics)

3. US 10-Year Yield Slips on Dovish Fed Bets: The yield on the 10-year Treasury note fell below 4.2%, sliding back toward its lowest levels since March as investors geared up for the latest Federal Reserve policy decision this week. (TradingEconomics)

-Security Incidents and Concerns-
1. 'Stargazer Goblin' Creates 3,000 Fake GitHub Accounts for Malware Spread: A threat actor known as Stargazer Goblin has set up a network of inauthentic GitHub accounts to fuel a Distribution-as-a-Service (DaaS) that propagates a variety of information-stealing malware and netting them $100,000 in illicit profits over the past year. (HackerNews) (AC-Always double-check downloads!)

-Technology and Science-
1. Generative AI Ignites the Revolution of Cloud Security: Generative AI has many aspects that involve the detection of threats, response to an incident, and proactive defense. Generative AI can be a proactive way of identifying threats. It can recognize subtle irregularities and novel patterns and learn from large data quantities indicating malicious activities. This makes it possible for organizations to notice threats earlier and respond to them before causing much harm. (TechTimes)

-Bitcoin Community-
1. Bitcoin Conference: Here are The Major Highlights From The Event: Trump highlighted his potential crypto-related policies, all in a bid to woo crypto voters. Part of his plan is to fire SEC Chair Gary Gensler on his first day in office. Similarly, Independent Presidential candidate Robert F. Kennedy Jr., outlined his plans for the US should he win the elections. One of which is to transform how the US perceives Bitcoin (BTC). On his first day in office, RFK said he will sign multiple executive orders aimed at integrating BTC into the U.S. economic strategy. During the Bitcoin Conference, global financial services firm Cantor Fitzgerald revealed the launch of a Bitcoin financing division to give leverage to investors who hold the asset. Michael Saylor also said Bitoin should get set for a bull run. He shared his prediction for Bitcoin price, including forecasting that its annual growth rate might slow from 55% to 20% by 2045. Ultimately, it would drive the value of the coin to a staggering $13 million per unit. (CoinGape)

2. University of Wyoming Launches First Bitcoin Research Institute: The University of Wyoming (UW) has established the UW Bitcoin Research Institute, marking the first academic institute dedicated to Bitcoin studies. The institute aims to elevate the quality and impact of Bitcoin research by creating faculty positions for Bitcoin research, incentivizing and rewarding good academic research on Bitcoin, encouraging young scholars to pursue Bitcoin research projects, and providing workshops on related papers and books. (BitcoinMag)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 74/100 (Up 3 pts)

Analyst Comments (AC): The long-anticipated beginning of "game theory" seems to be revealing itself in real-time. As US candidates and lawmakers announce plans for a bitcoin national reserve, other jurisdictions like Hong Kong are starting to do the same. The fundamental principle of bitcoin game theory is that the limited number of bitcoin issued can only be acquired by the first and strongest movers. There are certainly other nations accumulating bitcoin clandestinely if they have an understanding of the power dynamic involved. The race to acquire the scarce asset will have untold effects on nation-states, organizations and burgeoning "network-states". We are certainly entering a period of uncertainty (and opportunity) for those of us in bitcoin.

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Analyst: BV2A
END REPORT
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