BTC Daily Intelligence Bulletin (DIB)
Block: 922,325
DTG/ICOD: 1200Z 05Nov2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: Sudan Civil War Spiraling / Mexican President Promotes Internal 'Peace' Plan / UPS Cargo Plane Crashed in KY / Democrats Make Gains Across US / France Passes Crypto Holding Tax / US Bankers Want Prohibition on Crypto Interest / BTC ETFs Major Outflows / MARA Crushes Profits / Sequans Has to Sell Bitcoin it Just Bought / Stocks Drops, Sentiment Down / Iranian Hackers Targeted US Policymakers / Chinese Astronauts Delayed on Return / Bitcoin Core and a Soft Fork / OG Whale Cashes Out Over $1B /
Market Data: Price: 1 BTC= $102,630, 25.85 oz Gold, .24 Median US House
24hr Hi: $104,735 / Lo: $98,962
Volume: 110B (Up 33%)
Mkt Cap: $2.04T (Down 1%)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 50%)
---Reports---
-International Events-
1. Sudan civil war spiraling out of control, UN secretary general says: The two-year civil war between the Sudanese armed forces (SAF) and the RSF has created what the UN has described as one of the worst humanitarian crises of the 21st century. More than 150,000 people have been killed and more than 14 million displaced from their homes. (TheGuardian)
2. Mexican President Sheinbaum Unveils 'Peace and Justice Plan' for Michoacán After Mayor's Killing: According to the president, the plan focuses on three main pillars: security and justice, economic development with fairness, and education and culture for peace. (IBTimes) (AC- This is a standard response to criminality by socialist ideologies when not directed at their own power. The threat of US SOF/CIA operations to target these same cartels surely forced her token 'plan', which may indeed offer up a sacrifice to allay the US threat, but result in no actual changes in the cartels' power over Mexican politicians.)
-US Events-
1. UPS Cargo Plane Crashes in Kentucky: At least seven people were killed and eleven injured when a UPS cargo plane crashed and exploded during takeoff near Louisville, Kentucky. Four people on the ground died in the incident, while the three crew members survived. The crash disrupted operations at UPS's main air cargo hub. (BBC)
2. Democrats Sweep Major Elections: Democrats achieved sweeping victories in the first major elections of Trump's second term, winning across various races including in New York City, New Jersey, and Virginia. Voters rejected Trump-aligned candidates in several contests. These wins included handing redistricting power back to Democrats in California. (CNN)
-Regulatory and Legal-
1. France's Proposed Crypto Tax is "Economically Unjust": France's National Assembly passed Amendment No. I-3379 by a narrow 163-150 vote, adding crypto to a new "unproductive wealth" tax. The measure imposes a flat 1% annual tax on net wealth exceeding $2.2 million. (Decrypt) (AC-Theft by any other name, is still theft.)
2. American Bankers Association Pushes Treasury To Enforce GENIUS Act’s Stablecoin Interest Ban: he American Bankers Association (ABA), along with 52 state bankers associations nationwide, has submitted a letter to the US Department of the Treasury, urging an implementation of the GENIUS Act’s prohibition on interest for payment stablecoins. (Bitcoinist)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin ETFs Update: $577.74 Million Outflow Recorded as Total Assets Reach $134.53 Billion: Bitcoin ETFs recorded $577.74M in outflows on Nov 4, led by Fidelity, Grayscale, and ArkB as prices fell over 5%. (Blockonomi)
2. Marathon Digital Reports $123M Profit, Beats EPS Forecasts by 370%: The Miami-based digital energy and infrastructure company said revenue jumped 92% year-over-year to $252 million, while net income reached $123 million. That compares with a $125 million loss in the same quarter of 2024. (BitcoinSensus)
3. Bitcoin Treasury Sequans Sells $100 Million in BTC to Pay Down Debt: NYSE-listed chipmaker Sequans (SQNS) has sold 970 Bitcoin to pay off debt just four months after pivoting to a digital asset treasury strategy, the company announced on Tuesday. The Paris-based firm, which started buying the leading cryptocurrency in July, said that it had pared its holdings to 2,264 BTC from 3,234 of the asset. Those assets are now worth about $228 million. (Decrypt) (AC-Bitcoin has a habit of wrecking plans and traders.)
-Economic Indicators-
1. US Stocks Tumble on Tuesday: US stocks tumbled on Tuesday, with the S&P 500 down 1.1%, the Nasdaq shedding 2.1%, and the Dow losing about 240 points, as investors grew increasingly uneasy over stretched valuations in AI-driven names and cautious outlooks from top Wall Street executives. (TradingEconomics)
2. US Economic Sentiment Drops to 17-Month Low: The RealClearMarkets/TIPP Economic Optimism Index fell by 9.1% to 43.9 in November 2025, the lowest since June 2024, from 48.3 in the previous month and below market expectations of 48.1. (TradingEconomics)
-Security Concerns-
1. Mysterious 'SmudgedSerpent' Hackers Target U.S. Policy Experts Amid Iran–Israel Tensions: A never-before-seen threat activity cluster codenamed UNK_SmudgedSerpent has been attributed as behind a set of cyber attacks targeting academics and foreign policy experts between June and August 2025, coinciding with heightened geopolitical tensions between Iran and Israel. The enterprise security company said the campaign shares tactical similarities with that of prior attacks mounted by Iranian cyber espionage groups. (HackerNews)
-Technology and Science-
1. Chinese astronauts’ return to Earth delayed over fears spaceship damaged by debris: Three Chinese astronauts have been forced to extend their six-month stay in space over concerns their return ship may have been hit by debris, China’s space agency said. No alternative dates have been given for the return of the trio of taikonauts – Chinese astronauts – who blasted off from the country’s Inner Mongolia Autonomous Region in April. (CNN)
-Bitcoin Community-
1. Bitcoin Core v30 Sparks Backlash Over OP_RETURN Changes and BIP-444 Soft Fork: Bitcoin Core version 30, released on October 1, 2025, eliminated the 83-byte OP_RETURN limit, allowing up to 100 kilobytes of data per transaction and raising fears of blockchain spam and legal exposure to illicit content like CSAM. BIP-444, proposed on October 24, 2025, by developer Dathon Ohm and linked to Luke Dashjr, suggests a one-year soft fork to restrict non-financial data at the consensus level to mitigate these risks. The proposals have divided the community, with accusations of censorship, potential chain splits, and actions like Start9 selling Bitcoin holdings amid eroded trust. (X)
2. OG Bitcoin Whale Cashes Out $1.05B After 14 Years as BTC Loses Key Support: Back in 2011, this anonymous investor acquired the sum of 10,000 BTC for only $1.54. After holding on to the asset for over a decade, the whale finally sold this week, reaching a staggering valuation of roughly $1.05 billion. (BitcoinSensus)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 21/100 (Up 3 pts)
Analyst Comments (AC): Full moon chaos...
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Analyst: BV2A
END REPORT
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*NSTR-Nothing Significant To Report