@ BV DIB
2025-05-21 12:48:17
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BTC Daily Intelligence Bulletin (DIB)
Block: 897,690
DTG/ICOD: 1200Z 21May2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: UK Pauses Trade Talks with Israel Over Gaza / SA President to Meet with Trump / Gunman Kills Aides to Mexico City Mayor / DOJ Investigates Andrew Cuomo / SECDEF Announce 'Golden Dome' Project / NYC Mayor Adams Starts Crypto Council / Hong Kong Passes Stablecoin Regs / Bitcoin Reserve to be Voted on in Texas / MetaPlanet Mania in Japan / Sophisticated Crypto Attack on US Tourist Nets $123K in UK / Cyberattack on Russia Government Services / Google to Release AI Glasses / Speculator on Bitcoin Long $820M and 40x Levered / US Leads in Bitcoin Ownership
Market Data: Price: 1 BTC= $106,481, 32.21 oz Gold, .25 Median US House
24hr Hi: $108,024 / Lo: $104,206
Volume: $55B (Up 1%)
Mkt Cap: $2.11T (Up 1%)
HashRate: 876 EH/s
Avg Fee Rate: 4 sats/vBtye (Up 25%)
---Reports---
-International Events-
1. UK pauses trade talks and EU reviews relationship with Israel, as pressure grows on Netanyahu to halt Gaza siege: International pressure is mounting on Israel amid its renewed military operation in the Gaza Strip, as both the United Kingdom and the European Union announced measures distancing themselves from the country on Tuesday. The UK paused trade negotiations with Israel and sanctioned West Bank settlers, as Britain’s top diplomat slammed Israel’s operation in Gaza as “morally unjustifiable” and “wholly disproportionate.” (CNN)
2. Trump to host South Africa's president amid tensions over US resettlement of white Afrikaners: President Donald Trump is hosting South Africa President Cyril Ramaphosa at the White House on Wednesday amid tensions between the two nations over the U.S. resettlement of white South Africans. (ABC)
3. Gunman kills Mexico City mayor's top aides in roadside attack: A gunman has shot dead two top aides of the mayor of Mexico City, Clara Brugada. The mayor's private secretary, Ximena Guzmán, and Brugada's adviser, José Muñoz, were killed on their way to work on Tuesday morning local time. Investigators have not yet said who they think was behind Tuesday's murder of the two aides, but security experts say the deliberate and precise way the gunman operated indicates that he is a professional hitman. (BBC)
-US Events-
1. DOJ opens investigation into Andrew Cuomo over pandemic testimony to Congress: Federal authorities have launched an early-stage inquiry into former New York governor Andrew Cuomo in response to allegations concerning his testimony about the handling of Covid-19. The inquiry was initiated after congressional Republicans referred the matter, alleging that Cuomo had been dishonest during their probe. (GroundNews)
2. Donald Trump and Pete Hegseth Announce American Missile Defense System: Reportedly dubbed the “Golden Dome,” Space Force General Michael Guetlein is expected to be named to lead the new initiative. President Trump has long expressed his intention to create a new missile defense system to protect America, as far back as 2019 announcing a review of the nation’s defensive capabilities. (Breitbart)
-Regulatory and Legal-
1. How Mayor Eric Adams Aims to Boost NYC Crypto Adoption: Mayor Eric Adams announced the formation of a digital assets advisory council at the NYC Crypto Summit to attract jobs and investments to New York City. He emphasized the importance of utilizing blockchain technology for tasks like managing vital records and potentially allowing city services to be paid with crypto. (Decrypt)
2. Hong Kong Takes Lead in Crypto Regulation with Stablecoin Bill as US Trails Behind: The Legislative Council of Hong Kong has reportedly passed the third reading of the Stablecoin Bill. With the bill, the government introduces a licensing regime for fiat-referenced stablecoin issuers in Hong Kong to bolster the city’s virtual asset regulatory framework and promote financial stability and innovation. (CoinGape)
-CBDCs/World Currencies/Strategic Reserves-
1. Bitcoin Reserve Bill Clears Major Hurdle in Texas House: The Texas House of Representatives approved Senate Bill 21, doubling the required market capitalization period to 24 months. The bill aims to establish a state Bitcoin reserve managed by the comptroller as a strategic opportunity for fiscal resilience. (Decrypt)
-Institutional Concerns-
1. Bitcoin Eyes New High as MetaPlanet Mania Builds: This price action has significantly boosted bitcoin-leveraged equities, with Japan’s MetaPlanet (3350) standing out—its stock has surged 160% in 2025 alone. Strategy (MSTR), the poster boy for bitcoin buying, has added 44%. MetaPlanet has repeatedly hit Japan’s daily limit-up threshold within minutes of market open, effectively freezing upward trading for the day and fueling what resembles a slow-motion short squeeze. (CoinDesk)
-Economic Indicators-
1. US Mortgage Rates at 3-Month High: The average contract interest rate for 30-year fixed-rate mortgages with conforming loan balances in the US rose by 6bps to 6.92% in the week ended May 16th, 2025, the highest rate in three months. (TradingEconomics)
2. S&P 500 Ends 6-Day Win Streak: US stocks closed lower on Tuesday, with the S&P 500 down 0.4%, snapping a six-day winning streak. The Nasdaq slipped 0.4% as well, while the Dow Jones lost 114 points. (TradingEconomics)
-Security Concerns-
1. U.S. Tourist in London Loses $123,000 in Crypto After Getting Into an 'Uber': A U.S. tourist lost over $123,000 in crypto in a suspected premeditated theft in London's West End after leaving a nightclub and getting into what he thought was an Uber. The driver, who offered a cigarette believed to contain a sedative, gained access to the victim's crypto accounts before abandoning him in an unfamiliar area. (Decrypt)
2. Major Russian state services disrupted, reportedly due to cyberattack: Access to several major Russian state services was disrupted on Tuesday, reportedly due to a distributed denial-of-service (DDoS) attack “originating from abroad.” The latest disruptions in the country occurred shortly after U.S. President Donald Trump held a two-hour phone call with Russian President Vladimir Putin to discuss the potential for a ceasefire and peace deal in Ukraine. It is unclear whether it was intentional or a coincidence. (TheRecord) (AC-Timing tells the story.)
-Technology and Science-
1. Google Unveils Android XR Glasses with Gemini AI Integration: Google unveiled Android XR, a new extended reality platform designed to integrate its Gemini AI into wearable devices such as smart glasses and headsets. Google also showed off the Android XR glasses live streaming capabilities, as well as their ability to take photos, receive text messages, and display Google Maps. (Decrypt)
-Bitcoin Community-
1. Investor Goes All-In on Bitcoin ATH Breakout With $820 Million Bet: None may be more optimistic than James Wynn—who’s riding a massive $820 million long position under 40x leverage. According to Arkham Intelligence on Twitter, Wynn’s bet is already paying off. This leveraged long position has already earned him an unrealized profit of $14 million, as Bitcoin trades at $106,728, just 2% below its ATH. (BitcoinSensus)
2. U.S. Leads the World in Bitcoin Ownership, New Report Shows: A new report from River reveals that the United States dominates Bitcoin ownership globally, holding about 40% of all available Bitcoin. With 14.3% of its population owning Bitcoin, the U.S. outpaces Europe, Oceania, and Asia combined. Thirty-two U.S. public companies, with a combined market cap of $1.26 trillion, hold Bitcoin as a treasury asset. (BitcoinMag)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 70/100 (Down 1 pts)
Analyst Comments (AC): NSTR
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Analyst: BV2A
END REPORT
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*NSTR-Nothing Significant To Report