📷 BTC Daily Intelligence Bulletin (DIB)
Block: 931,548
DTG/ICOD: 1200Z 09Jan2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: Russia Debuts Hypersonics in Ukraine / Iran Internet Dark, Protests Escalate / Venezuela Releases Political Prisoners / ICE Shoots 2 More Citizens in Portland / Trump Buys Mortgage Bonds to Drop Rates / HHS Freezes Childcare Money to 5 States / Columbia Tax Authority Demands User Data From Crypto Exchanges / SBF Out of Luck With Trump / South Korea Can Seize Coins on Exchanges / Florida Revives SBR Bill, Texas Enacts It's Own / BTC ETFs Bleed for 3 days / Mortgage Rates Up, Trade Deficit Sharply Down / Another Wrench Attack in France / Bitcoin Not King of Dark Web / AI Now in Many Gadgets
Market Data: Price: 1 BTC= $90,371, 20.23 oz Gold, .21 Median US House
24hr Hi: $91,520 / Lo: $89,233
Volume: 38B (Down 13%)
Mkt Cap: $1.8T (Even)
HashRate: 1 ZH/s
Avg Fee Rate: 1 sats/vBtye (Down 50%)
---Reports---
-International Events-
1. Russian forces conducted a massive strike on Ukrainian military targets using the new Oreshnik hypersonic ballistic missile, marking its first combat deployment. Ukrainian air defenses reported intercepting several incoming projectiles, but damage was confirmed to infrastructure in multiple regions. No immediate casualty figures were released by either side. (NPR)
2. Iranian authorities imposed a nationwide internet and phone blackout as protests against economic policies and government leadership intensified in major cities. Supreme Leader Ali Khamenei accused demonstrators of aligning with U.S. interests, while exiled opposition figures called for mass gatherings. Security forces were deployed to disperse crowds, leading to reports of arrests. (AlJazeera)
3. Venezuelan authorities released several imprisoned opposition leaders and activists following U.S. negotiations, including key figures detained during previous political crackdowns. The move was approved by President Trump as part of efforts to stabilize the region. The U.S. Senate advanced a resolution to limit U.S. military actions in Venezuela without congressional approval. (NYTimes)
-US Events-
1. Federal immigration agents shot and wounded two individuals during a traffic stop in Portland, Oregon, as part of ongoing enforcement activities. Oregon Governor Tina Kotek demanded a transparent investigation into the incident. This marks at least the 10th instance of agents firing at vehicles in recent months. (Fox)
2. Trump: Fannie, Freddie to Buy $200 Billion of Mortgage Debt to Bring Mortgage Rates Down: Trump wrote on Truth Social: "I am instructing my Representatives to BUY $200 BILLION | 2,213,932 BTC DOLLARS IN MORTGAGE BONDS. This will drive Mortgage Rates DOWN, monthly payments DOWN, and make the cost of owning a home more affordable..." Citigroup has said that if Fannie and Freddie were to increase their portfolio by $250 billion then premiums on their mortgage bonds would fall by 0.25 percent, which would result in a similar drop in mortgage rates for homeowners. (Breitbart)
3. HHS Freezes Child Care and Family Assistance Grants in Five States for Fraud Concerns: The U.S. Department of Health and Human Services today froze access to certain federal child care and family assistance funds for California, Colorado, Illinois, Minnesota and New York following serious concerns about widespread fraud and misuse of taxpayer dollars in state-administered programs. (HHSgov)
-Regulatory and Legal-
1. Colombia's tax authority mandates crypto exchanges to submit user data: The reported information includes account ownership details, transaction volume, number of units transferred, market value, and net balances. (TheBlock)
2. Trump Says He Won’t Pardon Sam Bankman-Fried: President Donald Trump said this week that he has no intention of pardoning Sam Bankman-Fried, the former FTX chief executive who is serving a lengthy federal prison sentence for one of the largest financial frauds in U.S. history. (BitcoinMag)
3. South Korea’s Top Court Rules Bitcoin on Exchanges Can Be Seized: South Korea's Supreme Court ruled Bitcoin held on domestic exchanges can be legally seized under the Criminal Procedure Act, resolving legal ambiguity as authorities impose billions in fines and prepare expanded asset freeze powers for criminal investigations. (CryptoNews)
-CBDCs/World Currencies/Strategic Reserves-
1. Florida Revives Bitcoin Reserve Push With New 2026 Bill: Florida lawmakers filed new legislation for the 2026 session that would create a state-run crypto reserve after a similar effort stalled last year. (BitcoinMag)
2. Texas Establishes Strategic Bitcoin Reserve Bill: Texas passed Senate Bill 21 (SB 21), establishing a Strategic Bitcoin Reserve. This state-level adoption could remove supply from markets and support BTC price. (CoinGecko)
-Institutional Concerns-
1. US Bitcoin ETFs Clock Three-Day Outflow Streak as Risk Appetite Cools: Spot Bitcoin ETFs have clocked nearly $1 billion in outflows over the past three days. (Decrypt)
-Economic Indicators-
1. US 30-Year Mortgage Rate Edges Higher: The average rate on a 30-year fixed mortgage edged higher to 6.16% as of January 8th from the lowest level of 2025 of 6.15% in the previous week, according to data from Freddie Mac. (TradingEconomics)
2. US Trade Gap Lowest Since 2009: The US trade deficit narrowed sharply to $29.4 billion in October 2025, the smallest gap since June 2009, down from a revised $48.1 billion in September and well below forecasts of a $58.1 billion shortfall. The implementation of tariffs led to significant swings in trade flows, particularly in non-monetary gold and pharmaceutical products. (TradingEconomics)
-Security Concerns-
1. Masked Gunmen Tie Up Woman in France, Steal Crypto USB: France is becoming a European hotspot for crypto wrench attacks, with over 14 crypto-related attacks documented last year. Three masked men broke into a home in Manosque, France, tying up a woman at gunpoint and stealing a USB drive containing her partner's crypto data. (Decrypt)
2. Bitcoin is not the king of the dark web: In 2025, the center of gravity in the illicit cryptocurrency economy shifted decisively away from the volatility of the original cryptocurrency (Bitcoin) and toward a dense, dollar-linked shadow system. According to new Chainalysis data, stablecoins accounted for 84% of the $154 billion illicit transaction volume last year, marking a clear shift in risk toward programmable dollars. This structural shift has enabled Chinese money laundering networks to scale “laundering-as-a-service” operations while nation-states like North Korea, Russia, and Iran plugged into these same rails to evade Western controls. (CryptoSlate)
-Technology and Science-
1. AI powers new gadgets: At CES 2026, companies unveiled AI-powered gadgets including smart scales, walking exoskeletons, and allergen detectors for health monitoring. NVIDIA announced partnerships with auto suppliers to advance self-driving technology. Samsung and LG showcased futuristic designs like bendable screens and home robots. (Mashable)
-Bitcoin Community-
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 27/100 (Down 1 pts)
Analyst Comments (AC): NSTR
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Analyst: BV2A
END REPORT
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*NSTR-Nothing Significant To Report