⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 960,395 DTG/ICOD: 1200Z 31Jul2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Coldcards Exploited, Bitcoin Lost, ADVISORY / Thousands of Migrants Storm Spanish Island / Japan Earthquake Slows Production / US Hits More Iran Targets / Trump Announcement on Disarmament of Hamas / Father of Shooter Sentenced to 15 Years / Seattle Police Chief Resigns / War Resolution Fails in Congress / SECTREAS Says New "Bretton-Woods" Agreement Needed, Pushs for CLARITY Act / GrapheneOS Says Duress Password Good and Legal / Stocks Up, Yields Up Market Data: Price: 1 BTC= $63,717, 15.72 oz Gold/1 BTC, 6.66 BTC/Median US House 24hr Hi: $64,924 / Lo: $63,206 Volume: $26B (Down 14%) Mkt Cap: $1.27T (Down 2%) Hashrate: .884 ZH/s Avg Fee Rate: 6.0 sats/byte (Up 4 sats) (Most likely due to the Coldcard exploit) Daily Total ETF Inflow/outflow (last 24 hrs): +$233M Relative Strength Index: 48 ---Reports--- -International Events- 1. Spain PM to visit Ceuta after 19 migrants die breaching border from Morocco: At least 19 migrants trying to reach the Spanish territory of Ceuta have died after breaching the border from Morocco, authorities say, as tens of thousands of people are reported to have entered the enclave ⁠in the past 24 ⁠hours. Thousands of people rushed by ‌sea and land ‌from ‌Morocco into the North African Spanish enclave on Thursday and overnight into Friday. According to reports from news agencies, more than 40,000 people may have entered the territory. (AlJazeera) 2. Japan quake halts auto and chip plants, testing supply chain resilience: The 7.1-magnitude quake that struck southern Japan this week has brought many car and semiconductor factories in the area to ​a halt, but hopes are high that disruptions will be less severe than a similar-sized temblor that rocked the region a decade ago. Toyota has suspended production at three factories in the region — one ​of which makes Lexus luxury models while the other two produce hybrid car units and engines — through to August 5. (Reuters) 3. US completes heavy wave of strikes on Iran IRGC targets.: US Central Command reported completing a heavy wave of strikes on dozens of Islamic Revolutionary Guard Corps targets in Iran, including military command centers, missile and drone facilities, coastal surveillance and defense sites, and maritime capabilities. The action responded to Iranian missile attacks on US forces in Jordan. Iranian state media reported three deaths, including a child, on Qeshm Island. (BBC) 4. Trump announces Board of Peace agreement for complete Hamas disarmament in Gaza: President Trump stated the Board of Peace reached an agreement for the complete disarmament of Hamas and other armed groups in Gaza, to occur in carefully structured phases with Israeli withdrawal as disarmament advances, followed by an International Stabilization Force and new Palestinian police. A senior Hamas official confirmed agreement to the plan to the BBC; Israel has not publicly commented and remains skeptical per US officials. (AlJazeera) -US Events- 1. Father of Georgia school shooter sentenced to 15 years: Colin Gray, father of the Apalachee High School shooter, was sentenced to 15 years in prison after conviction on second-degree murder, involuntary manslaughter, and other charges for providing the assault-style rifle used in the 2024 attack that killed four. (NBC) 2. Seattle police chief resigns under pressure from mayor over response to festival shooting: Mayor Katie Wilson’s announcement followed hours of speculation about whether Police Chief Shon Barnes would step down, as some of his supporters said he had rebuffed Wilson’s request to resign. Wilson said she was appointing Deputy Chief Andre Sayles, a law enforcement veteran with more than two decades of experience, as interim chief. While Wilson credited the quick police response with potentially saving lives, she acknowledged that the city was slow to communicate in the aftermath. (AP) 3. War powers resolution fails as Senate Republicans stand by Trump on Iran: Despite reports of waning munitions, spiking gas prices and concerns of no clear objectives moving forward, Senate Republicans are still giving President Donald Trump wiggle room in the war in Iran. Republicans again blocked another war powers resolution to force an immediate withdrawal of America’s military might from Iran on Thursday. (Fox) -Regulatory and Legal- 1. Treasury Secretary Bessent Calls for Bretton Woods-Style Reforms: At an Institute of International Finance event, U.S. SECTREAS Scott Bessent praised the original Bretton Woods framework, which created the IMF and World Bank and pegged currencies to the dollar backed by gold until the 1970s. He criticized those institutions for straying into issues like climate and gender, urging a return to core goals of balanced trade, financial stability, and growth. His remarks fit into the Trump administration's efforts to cut U.S. trade deficits through tariffs and talks with over 100 countries, especially targeting China's export model, while online discussions ranged from gold standard hopes to skeptical pushback noting today's different economic realities. (X) 2. Treasury Secretary Invokes Bitcoin Creator Satoshi Nakamoto in Plea for Clarity Act: In a lengthy post on X, Bessent said the House passed the Clarity Act more than a year ago and that Senate Banking and Agriculture Committee staff have since spent "thousands of hours" negotiating bipartisan revisions. He said Republicans now have a floor-ready bill awaiting a vote. Bessent closed his post with one of Bitcoin creator Satoshi Nakamoto's best-known quotes: “America will lead or America won’t. It’s not more complicated than that,” Bessent wrote. “I believe Satoshi once said it best: ‘If you don’t believe me or don’t get it, I don’t have time to try to convince you, sorry.’” (Decrypt) 3. 'Completely Legal': GrapheneOS Pushes Back as Duress Password Case Proceeds: GrapheneOS said its software is "completely legal" and constitutionally protected, days after the first U.S. prosecution involving one of its features. Atlanta activist Samuel Tunick told 404 Media the charges against him are meant to deter people from protecting their data. His public defender said agents could have sought a warrant and did not, and that the statute has been used just once before. (Decrypt) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- NSTR -Economic Indicators- 1. US Stocks Rebound as Chipmakers Rally: US stock indices closed higher on Thursday, rebounding from the previous session's losses as chipmakers rallied and investors assessed earnings. The S&P 500 gained 1.7%, the Nasdaq jumped 3.4%, and the Dow added 614 points. (TradingEconomics) 2. US 30-Year Bond Yield Surges to 19-Year High: The yield on the 30-year US Treasury bond surged to above 5.2%, the highest since 2007, to reflect concerns of higher inflation in the longer term. (TradingEconomics) -Security Concerns- 1. Hackers Steal $38 Million | 595 BTC from 500 Coldcard Wallets in Entropy Flaw Attack: The attack hit single-signature wallets on certain Coldcard models where users created 24-word recovery phrases directly on the device without extras like dice rolls, passphrases, or multisig. Weak randomness in seed generation, tied to firmware updates since 2021, let attackers predict and brute-force private keys. Coinkite warned Mk3 users with firmware after 4.0.1 to move funds urgently, while experts confirmed the issue and noted that added entropy kept many safe. Affected holders are rushing to new wallets, with one publicly asking for a conscience-based return of their 2.476 BTC. (X) -Technology and Science- NSTR -Bitcoin Community NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 25/100 (Down 3 pts) Analyst Comments (AC): ***The Coldcard exploit needs your attention if you are using one for your seedphrase. Here is the link to the Coldcard post https://blog.coinkite.com/coldcard-mk3-seed-generation-warning/ @btcsessions has posted the following for immediate action: "if you have funds secured by Coldcard, especially if you've not used 100 dice rolls in seed generation, it is time to move your money. Preferably to other hardware, but a hot wallet can also suffice for a short period of time until you get your hands on hardware. IMO multi-vendor multisig is going to be the best path for robust security." Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 960,105 DTG/ICOD: 1200Z 29Jul2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Saudi Arabia, US Strike Iran Militias in Iraq / Japan Earthquake Kills 13 / Daughter Fujimori New President in Peru, Hard-Line Stance Taken / Clayton Confirmed as New Intel Director / Fauci in Congress Hearing Today, After Digital Notes Released / Corn Crop Down This Year / Apple Sued Over Fake Sparrow Wallet / SEC Chairman Throws Support to CLARITY / Emirates Air to Take Bitcoin / Mortgage Rates Up, Yields Steady, Chip Stocks Drop / Doxxing NYC Property Owners Puts Them at Wrench Attack Risk / Another AI Escapes Sandbox, Claude This Time / Saylor Comes Out Against Bitcoin Code Changes Market Data: Price: 1 BTC= $64,288, 16.02 oz Gold/1 BTC, 6.69 BTC/Median US House 24hr Hi: $64,638 / Lo: $62,714 Volume: $24B (Down 4%) Mkt Cap: $1.28T (Up 1%) Hashrate: .859 ZH/s Avg Fee Rate: 2.0 sats/byte (Even) Daily Total ETF Inflow/outflow (last 24 hrs): -$49M Relative Strength Index: 50 ---Reports--- -International Events- 1. US and Saudi Arabia strike Iran-backed militias as fighting reignites: A few days of relative calm in the Middle East have come to an end after the US military said it intercepted a “surprise attack” on its forces. Jordan’s military said it intercepted and brought down five missiles launched from Iran early Wednesday. USCENTCOM also said Saudi Arabian forces joined strikes against the Iran-allied Popular Mobilization Forces (PMF) in Iraq. The PMF said at least 20 people were killed. Oil prices rose in the wake of the renewed fighting. (CNN) 2. Japan earthquake kills at least 13 as rescuers search for people trapped in damaged mall and factory: Soldiers and emergency workers combed through a badly damaged shopping mall, paper mill and collapsed houses looking for trapped survivors Wednesday after a powerful earthquake that killed at least 13 people and left many missing in southwestern Japan. Bullet train services and some airport operations remained suspended and damage was still being assessed a day after the magnitude 7.1 earthquake struck the Kumamoto area on the southern main island of Kyushu. (CBS) 3. Peru's newly inaugurated President Fujimori vows military-led crackdown on crime: Peru's newly inaugurated President Keiko Fujimori – the ninth in just a decade – pledged to deploy the armed forces to crime-ridden areas and adopt a hardline security strategy as Peru grapples with its worst wave of gang violence, extortion and illegal mining in decades. (France24) -US Events- 1. Senate confirms Jay Clayton as nation’s intelligence director: the Senate confirmed Jay Clayton, President Donald Trump's pick to lead the intelligence community, in a 51-47 vote, ending Bill Pulte's 40-day tenure as acting Director. Clayton inherits an office described as "severely understaffed" with "deeply degraded" authority, positioned as a "deep state" target by Trump amid historic institutional decline. (GroundNews) 2. Diary entries, a subpoena and an anticipated clash: Dr. Anthony Fauci and Rand Paul’s long-running battle returns to the Hill: On Wednesday, the retired scientist will notch one more testimony, in what is expected to be a combative hearing before the Senate Homeland Security and Government Affairs Committee. Ahead of the hearing, the committee released more than 1,100 pages of Fauci’s personal diary from 2019 to 2022. Health and Human Services secretary Robert F. Kennedy Jr. said Monday night on Fox News that he had recently handed the files over to Paul and Wisconsin GOP Sen. Ron Johnson after finding them on government servers following an eight-month search. (CNN) (AC-Gonna be some fireworks today in Congress. BTW, the 'diary' is actually digital notes taken on a government computer during his tenure.) 3. US Corn Conditions Suffer Sharpest Deterioration In Three Years, Fueling Food Inflation Fear: A new USDA report rated 63% of the U.S. crop as good or excellent, down 4 percentage points from the previous week and below consensus estimates. The decline was due to heat and dryness battering some of the nation's top agricultural growing belts. (ZeroHedge) -Regulatory and Legal- 1. Apple Sued After Fake iPhone Wallet App Drained $1.8M in Bitcoin: The suit claims Apple ranked a fake Sparrow Wallet app and put it in curated crypto collections alongside legitimate ones. One plaintiff reported the app to Apple; another downloaded it nine days later and lost $840,000 | 13.05 BTC, the complaint says. Sparrow Wallet developer Craig Raw has publicly flagged copycat iOS apps since January 2024. (Decrypt) 2. SEC Chairman Says He’s ‘Committed’ to Helping Advance Crypto Clarity Act: “American leadership in the digital finance revolution means matching the energy of American innovators with a regulatory framework worthy of them,” wrote Atkins on X. The regulator is the latest big name to push for the Clarity Act to get over the line. (BitcoinMag) (AC-One possibility, among others, is that the negative stories on the CLARITY Act are designed to bring the Bitcoin price down this week, to facilitate institutional buying, with a surprise announcement and passage late this week or early next week. Or not.) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Dubai-Based Emirates Airline Adds Bitcoin and Crypto Payments: Working with Crypto(.)com, Emirates said Tuesday the customers now have the option to book flights using the crypto exchange’s payment feature. The launch also feeds into wider government targets. It supports Dubai’s Cashless Strategy, part of the D33 Economic Agenda, which is aiming to make 90% of transactions across the emirate’s government and private sectors digital by the end of 2026. (BitcoinMag) -Economic Indicators- 1. US 30-Year Mortgage Rate Climbs to One-Year High: The average contract rate for a 30-year fixed mortgage in the US climbed 7 basis points to 6.76% in the week ending July 24, 2026, marking its highest level since August 2025. (TradingEconomics) 2. US 10-Year Yield Steadies Ahead of Fed Decision: The yield on the US 10-year Treasury note steadied around 4.62% on Wednesday as investors awaited the Federal Reserve’s upcoming policy decision, with policymakers widely expected to leave interest rates unchanged. (TradingEconomics) 3. US Stocks Mixed as Chip Selloff Deepens: US equity indices closed mixed on Tuesday as chipmakers extended their selloff, while earnings and falling oil prices supported investors' sentiment. The S&P 500 gained 0.2% and the Dow Jones rose 537 points while the Nasdaq 100 fell 1%. (TradingEconomics) -Security Concerns- 1. Searchable NYC Property Database Puts Wealthy Residents at Risk, Critics Warn: A searchable database built from New York City's public property assessment records is drawing backlash from prominent figures in the crypto industry, who argue that making the information easier to search effectively creates a directory of wealthy property owners and could expose them to physical danger. “So this is a list of wealthy people and their addresses. As we’ve seen in France and Sweden this leads to crypto kidnappings, torturings and murders,” Carter wrote on X. (Decrypt) (AC-Doxxing is how those opposed to freedom tech (e.g. Bitcoin) will eventually target the privacy and freedom-minded people. Be ready to defend.) -Technology and Science- 1. Claude Mythos Cracked Post-Quantum Cryptography That Humans Spent Years Failing to Break: Anthropic today said an unreleased version of its most powerful AI model found two previously unknown attacks on cryptographic algorithms, one of them against a scheme currently competing to become a U.S. federal standard. Anthropic said its unreleased Claude Mythos Preview model found a previously unknown attack on HAWK, dropping the cost of stealing its smallest key from 2^64 operations to 2^38. The model also sped up an attack on a 7-round version of AES by 200 to 800 times, beating a record cryptographers set in 2013. (Decrypt) 2. First ChatGPT, Now Claude: Frontier AI Models Are Escaping Their Sandboxes: A week after OpenAI disclosed a frontier AI sandbox escape, researchers found Anthropic's Claude Cowork could break out of its own virtual machine. Security researchers at Accomplish AI found that Claude Cowork's local execution mode could escape its Linux virtual machine by chaining together several architectural weaknesses with a Linux kernel privilege-escalation flaw. Once outside the sandbox, the agent could read and write files anywhere the logged-in Mac user had permission to access, including SSH keys and cloud credentials. (Decrypt) -Bitcoin Community 1. Michael Saylor: Bitcoin Code Is a Constitution, Changes Are Attacks on 'Economic Rights': Michael Saylor posted a nine-post thread, drawing thousands of views, declaring Bitcoin's consensus rules a "constitution" and framing any faction that rewrites them as committing economic theft. He extended his argument beyond BIP-110 to cover covenants and larger-block proposals, calling all of them "different instruments, same constitutional offense." BIP-110's mandatory signaling window opens around August 9, at block 961,632, with miner support at just 2.64%—well short of the 55% threshold required for activation. (Decrypt) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 29/100 (Even) Analyst Comments (AC): NSTR Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 959,973 DTG/ICOD: 1200Z 28Jul2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: US, Iran Pause While Talks Continue / Earthquake Rattles Kyushu, Japan / US Consulate Shot in Toronto, Again / Fauci Dairy Reveals COVID Origins / US Banking System Being Re-Plumbed For Digital Assets / Thai Crypto Exchange Hid Hack to Stop Bank Run / CLARITY Act Tabled for Now / Metaplanet Eyes Yield on Bitcoin / Yields Fall, Stocks Too / Rep Massie Intros Anti- Flock Bill To Halt Mass Surveillance / Outdated VPNs a Risk To USG / Musk Says Humans Will Lose Control of AI in 5 Years Market Data: Price: 1 BTC= $63,512, 15.72 oz Gold/1 BTC, 6.79 BTC/Median US House 24hr Hi: $65,648 / Lo: $63,016 Volume: $25B (Up 19%) Mkt Cap: $1.27T (Down 2%) Hashrate: .865 ZH/s Avg Fee Rate: 2.0 sats/byte (Up 1 sats) Daily Total ETF Inflow/outflow (last 24 hrs): -$11M Relative Strength Index: 46 ---Reports--- -International Events- 1. US and Iran pause military strikes for a third co day amid mediation efforts: The US halted airstrikes on Iranian targets after nearly two weeks of co operations, while Iran suspended retaliatory attacks on US allies in the region. Mediators from Qatar, Pakistan, and Oman continued closed-door efforts to revive talks on an interim ceasefire framework focused on Strait of Hormuz shipping. US officials cited concerns over munitions stockpiles as a factor in the pause; Iranian statements indicated the halt would hold only as long as US operations remain suspended. (AlJazeera) 2. Magnitude 6.8–7.1 earthquake strikes Kumamoto Prefecture, Japan: A shallow quake struck central Kyushu at approximately 4:27 p.m. local time on July 28, registering intensity 7 (highest on the Japanese scale) in parts of Uki and Hikawa; a tsunami advisory was issued for the Ariake and Yatsushiro seas and later lifted. Power outages affected tens of thousands of households, rail services including shinkansen were suspended, and injuries plus building/road damage were reported; no nuclear-plant anomalies were noted. (JapanTimes) -US Events- 1. Gunman fired at US consulate in Toronto, second time building was shot at this year: A gunman fired at the U.S. Consulate in Toronto on Monday, marking the second time this year someone shot at the building, according to authorities. A single shell casing was found at the scene, and there was damage to the building's facade. Toronto Deputy Police Chief Frank Barredo said there was a high-speed chase after the shooting that lasted an hour. However, no arrest was made. No injuries were reported in the incident.(Fox) 2. Fauci Admits in January 2020 Diary Entry That Scientists Believed Coronavirus Likely Stemmed from Lab Leak: Former National Institute of Allergy and Infectious Diseases (NIAID) head Anthony Fauci privately admitted that scientists suspected the coronavirus likely stemmed from a lab leak as he publicly blasted it as a wild conspiracy theory, revelations from his diary showcase. Fauci is set to testify before the Committee on Homeland Security and Governmental Affairs on Wednesday. (Breitbart) (AC-Interesting that the MSM in mostly quiet on this new revelation, or Fauci's appearance tomorrow in Congress. Seems like the conspiracy crews were right again.) -Regulatory and Legal- 1. The U.S. Banking System Is Being Re-Plumbed for Digital Assets. The Hard Part Isn’t Crypto: The Depository Trust & Clearing Corporation (DTCC), the back office that settles most U.S. securities trades, plans to start trading tokenized stocks, ETFs, and treasuries this month, with a broader launch in October. The DTCC is moving the core machinery of U.S. markets, how securities are issued, settled, and held, onto blockchain ledgers. "Every stock, every bond, every fund, every asset, can be tokenized," BlackRock's Larry Fink wrote in 2025. What's more, Citi projects $5.5 trillion of tokenized securities by 2030, against approximately $12 billion today. Behind many "future of banking" headlines sits a core system written in COBOL, a language from 1959. By Reuters' estimate, about 43% of U.S. core banking systems still run on it, and roughly 95% of ATM transactions pass through it. Replacing that code is slow and costly. (IBTimess) The old rails of banking are insufficient to handle these new digital asset processes, while blockchain tech evolves comparatively quickly. This new system will be a significant change that will last decades.) 2. How a crypto exchange secretly hid $53M | 835 BTC in stolen crypto to prevent a bank run – as the SEC targets its directors: Thailand's Securities and Exchange Commission has filed a criminal complaint against Bitkub Online and two former directors, alleging that the crypto exchange submitted daily net-capital reports that failed to show the effect of a 2021 theft involving about 1.7 billion baht (roughly $53 million) in customer assets. The company said the decision was intended to prevent a bank run while Bitkub was trying to replace the assets. It disputed that the accused individuals had acted fraudulently. (CryptoSlate) 3. U.S. Senate puts off crypto Clarity Act for now as it focuses limited bandwidth elsewhere: The U.S. Senate has shelved the crypto Digital Asset Market Clarity Act for the moment as it proceeds with different bills on Russian sanctions and federal nominations, further setting aside the industry's central policy effort and reducing its available runway in a crowded Senate agenda. Clarity isn't likely to come up for voting before next week — the final days before the chamber's summer break is set to start on August 8. (CoinDesk) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Metaplanet plans bitcoin-backed Bitbonds with 4% to 6% yields : The Tokyo-listed company wants to turn its massive stash into a yield-generating machine, announcing plans to explore bitcoin-backed bonds that could offer investors returns of 4% to 6%, with the long-term vision of moving those instruments entirely on-chain with stablecoin settlement. (BitcoinJournal) -Economic Indicators- 1. US 10-Year Treasury Yield Falls for 3rd Session: The yield on the US 10-year Treasury note fell for a third co session to 4.62% on Tuesday, its lowest level in about a week, as lower oil prices continued to support demand for government bonds. (TradingEconomics) 2. US Stocks Mixed as Chipmakers Extend Selloff: US stock indices closed mixed on Monday as chipmakers extended their selloff ahead of this week's Fed decision and a busy slate of economic data and corporate earnings. The S&P 500 ended little changed, the Nasdaq 100 lost 0.3%, while the Dow gained 263 points. (TradingEconomics) -Security Concerns- 1. Rep. Massie Targets Flock Safety Cameras with Funding Bill: Flock cameras photograph vehicle details like plates, make, and dents, uploading them to a searchable network that police use to recover stolen cars and solve cases. Privacy advocates highlight warrantless tracking of innocent drivers, with data showing most searches lack case numbers and federal agencies accessing local info. LAPD ended its contract over data risks, Knox County Mayor Glenn Jacobs wants a ban, and Massie's legislation builds on his earlier Surveillance Accountability Act amid growing pushback from over 80 towns. (X) 2. Outdated VPNs should be purged from federal agencies, senator says: The U.S. government must root out i remote-access software as concern mounts about how Russian and Chinese hackers have used years-old VPNs to target federal networks, Sen. Ron Wyden said Monday. The senator cited “multiple recent and devastating hacking campaigns” targeting VPNs and remote-access systems, including products from Cisco, Fortinet, Ivanti and Check Point. (RecordedFuture) (AC-In the interest of security, they did not specify which VPNs, apparently. Thanks a bunch..) -Technology and Science- 1. Elon Musk: Humans Will Lose Control of AI Within a Decade: The SpaceX founder says artificial intelligence is advancing too quickly to stop and is urging leading AI companies to coordinate on safety before releasing their most powerful models. Artificial intelligence could surpass the combined intelligence of humanity within about five years, and humans are unlikely to remain in control of the technology within a decade, he said. Musk said he believes that AI will lead to an "age of abundance" that will bring both comfort and an existential crisis for humanity. (Decrypt) (AC-Losing contol of AI seems already a predscribed path for humanity at this point. The questions then becomes how does humanity deal with a distributed, superintelligence that self-evolves exponentially.) -Bitcoin Community NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 29/100 (Down 1 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 959,842 DTG/ICOD: 1200Z 27Jul2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Berlin Pride Attacker Killed / US-Iran Pause the Pounding / Wildfires in Spain, France Cause Huge Evacuations / Ukraine Attacks Iran Ship in Caspian Sea, Iran Pissed / Shooting at Seattle Festival Kills 3 / Trump Says We Have Enough Munitions / TPS For Haitians Ends, Fear Sets In / US Debt Continues to Rise, Some Turn To Bitcoin, Gold / Strategy Pauses Bitcoin Buys For 4th Week / BTC ETFs Outflow / BitMart Closes Too / Oil, Yields Drop / India Orders Bitchat Expunged, Too Late / US Lawmakers Want AI Kill Switch After Interesting AI Week / State Dept, Bitcoin Policy Institute, Freedom Tech Program. Huh? / BIP-110 Window is Clouded Market Data: Price: 1 BTC= $64,917, 15.91 oz Gold/1 BTC, 6.62 BTC/Median US House 24hr Hi: $65,658 / Lo: $64,354 Volume: $21B (Up 82%) Mkt Cap: $1.3T (Even) Hashrate: .875 ZH/s Avg Fee Rate: 1.0 sats/byte (Down 1 sats) Daily Total ETF Inflow/outflow (last 24 hrs): -$225M Relative Strength Index: 54 ---Reports--- -International Events- 1. Berlin Pride attack suspect killed by police: On 26 July 2026, Berlin police shot and killed 21-year-old German citizen Abdul B. (Lebanese descent), the suspect in a vehicle-ramming and stabbing attack near the Christopher Street Day Pride event in Tiergarten park the previous night. The attack killed one woman and injured 29 others; authorities described it as an Islamist terrorist attack by a known radical with prior criminal and extremism ties. (Reuters) 2. US and Iran pause attacks for second co day: The US conducted no airstrikes on Iran for a second straight day last night after 13 co nights of operations, and Iran confirmed it also halted retaliatory strikes. US Ambassador to the UN Mike Waltz stated President Trump was “giving talks some space”; an Iranian official said Tehran’s position remains “attack for attack.” Mediation efforts involving Pakistan, Qatar, and Oman continued amid Strait of Hormuz tensions. (Reuters) 3. Wildfires force over 250,000 evacuations in France and Spain: Wildfires in southwestern France (Gironde/Landes near Bordeaux) and central Spain (near Madrid and Castellón) led to the evacuation of more than 250,000–300,000 people by 26 July 2026, including additional overnight orders for tens of thousands near Bordeaux. France recorded nearly 98,000 hectares burned year-to-date (a record); Spain declared a national emergency. One fatality was confirmed in a Valencia-area fire; EU civil-protection aircraft and French military assets were deployed. (BBC) 4. Iran warns Ukraine of retaliation after deadly Caspian Sea strike: Iran’s Foreign Minister Abbas Araghchi has said a deadly Ukrainian attack on an Iranian commercial vessel in the Caspian Sea “cannot go unanswered”, calling it a violation of the United Nations Charter. The Ukrainian attack on Saturday caused the commercial vessel “to explode, killing one sailor and injuring several others”, according to Iran’s Ministry of Foreign Affairs. (AlJazeera) (AC-This type of cross-targeting is how World wars expand.) -US Events- 1. Seattle Bite of Seattle festival shooting: On 26 July 2026, gunfire at the Bite of Seattle food festival at Seattle Center killed three people and wounded four others, including a 2-year-old boy (all wounded listed as stable or serious). One suspect was taken into custody; police searched for a possible second. (KomoNews) 2. ‘Far More Than We Need’: Trump Dismisses Claims U.S. Is Short on Munitions in Iran Fight: President Donald Trump dismissed reports that the United States is running short on munitions for the conflict with Iran, telling the @WSJ on Sunday that the U.S. military has “far more munitions than anyone in the world, and far more than we need” (Breitbart) 3. South Florida Haitians bracing for Monday’s end of TPS: Temporary Protected Status for Haitians ends on Monday, leaving over 350,000 people without a legal right to be in the United States. Those people will be fearing deportation. The change comes after the U.S. Supreme Court sided with the Trump administration, ending TPS programs for Haitians and thousands of Syrians. (Local10) -Regulatory and Legal- NSTR -CBDCs/World Currencies/Strategic Reserves- 1. Ballooning U.S. debt sends investors to bitcoin, gold to shelter from dollar devaluation: The broader outlook for perceived store-of-value assets such as bitcoin and gold remains constructive. The reason is simple: the U.S. government is more indebted than ever, with no end in sight. The Treasury’s Debt to the Penny dataset put the federal debt at an all-time high of $39.7 trillion | 609,316,246 BTC on Friday. The government’s debt is growing by roughly $7 billion | 107,436 BTC each day, causing sophisticated investorst to turn to Bitcoin and Gold. (CoinDesk) -Institutional Concerns- 1. Strategy (formerly MicroStrategy) skips fourth co week of Bitcoin purchases: Strategy reported no Bitcoin purchases for a fourth straight weekly filing period ending around 26–27 July 2026. Michael Saylor publicly teased “another color” while the company routed cash into reserves instead. (BTCJournal) 2. Bitcoin ETFs Shed $465M Over Two Days, Led by BlackRock's IBIT: The selling reversed a seven-day, $1 billion inflow streak, with analysts blaming renewed U.S.-Iran tensions and Fed rate-hike fears. (Decrypt) 3. BitMart Becomes Latest Crypto Exchange to Shut Down: BitMart said Sunday it will wind down its trading platform after nine years, halting all trading on August 26 and ceasing operations on January 31, 2027. BitMart blamed its "operating conditions, market environment, and future strategic direction," without saying which forced the decision. BMX, its exchange token, has crashed 81% over the past week to $0.057. (Decrypt) (AC-Altcoins are in the dumps, for a reason.) -Economic Indicators- 1. US 10-Year Yield Falls as Oil Prices Drop: The yield on the US 10-year Treasury note fell to around 4.64% on Monday, pulling back from six-month highs as oil prices dropped following a pause in hostilities between the US and Iran over the weekend, easing concerns over supply disruptions and inflation. (TradingEconomics) 2. Week Ahead - Jul 27th: The conflict between the US and Iran will remain in the spotlight as signs that talks could restart weighed against repeated strikes and naval blockades against vessels crossing maritime chokepoints, lifting energy prices and global inflation. Meanwhile, the Federal Reserve will set its July policy decision. This coincides with Q2 GDP data and the income and outlays report. (TradingEconomics) -Security Concerns- 1. India Orders GitHub to Take Down @Jack Dorsey's Bitchat Amid Protests: India's Cyber Crime Coordination Centre (I4C) ordered GitHub to remove and disable three Bitchat code repositories within three hours, invoking the IT Act and the 2021 IT Rules. The agency warned the app could be exploited during "public disorder, riots, terrorism, organized crime, or internet shutdowns," and cited provisions of the IT Act and the Bharatiya Nyaya Sanhita, India's criminal code. With mobile internet cut around Parliament and the Jantar Mantar protest site, demonstrators turned to offline tools such as Bitchat. Indeed, just hours after India’s crackdown, Bitchat repos were mirrored to decentralized code collaboration platform GitLawb. Days earlier, Dorsey's Block launched Buzz, a decentralized platform pitched as a way to cut its own reliance on GitHub. Microsoft has not said whether it met the three-hour deadline. (Decrypt) (AC-Freedom of secure communication is not a friend of centralized authorities.) -Technology and Science- 1. What Is an AI Kill Switch and Why Do US Lawmakers Want One?: Reps. Ted Lieu and Nathaniel Moran introduced the bipartisan AI Kill Switch Act on Thursday, two days after OpenAI admitted its models escaped a test sandbox and breached Hugging Face. It would cover AI trained with over $100 million in compute at companies earning $500 million a year from it, and give Homeland Security emergency shutdown authority. The bill exempts anything that happens during red-teaming, meaning the OpenAI breach that inspired it would not have triggered the law. (Decrypt) (AC-Last week's AI developments are concerning for the future of humanity, if one has the eyes to see.) 2. State Department to Debut Freedom Tech Program with Bitcoin Policy Institute, Palantir as Founding Partners: Named the Freedom Tech Excellence Program, the initiative will see the State Department work with the Bitcoin Policy Institute, data-analytics firm @Palantir Technologies, defense technology company @Anduril Industries, and the Victims of Communism Memorial Foundation on issues including online surveillance, encryption, AI governance, and protecting free expression online. According to the program’s stated goals, participants will focus on five priority areas: First Amendment and free expression protections in the digital age; countering unlawful digital surveillance and online scams; privacy-enhancing technologies such as strong encryption and VPNs; responsible governance of emerging technologies including AI; and safeguarding children and other users online. (BitcoinMag) (AC-More Info needed. Red flags are peeking out for something that sounds good.) -Bitcoin Community 1. Bitcoin's BIP-110 Faces Uphill Battle as Fork Risk Looms: BIP-110, or Reduced Data Temporary Softfork, would limit transaction data like Ordinals inscriptions and BRC-20 tokens for about a year to ease node burdens and prioritize Bitcoin as money over storage. Authored by Dathon Ohm and implemented in Bitcoin Knots by Luke Dashjr, it needs 55% miner signaling in the next difficulty period starting block 961,632, roughly 12-13 days from July 27, 2026. Critics including Adam Back, Michael Saylor, and Jameson Lopp warn it risks chain splits, breaks Layer 2 innovations, and sets a censorship precedent, while supporters push a user-activated path like 2017's SegWit. (X) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 30/100 (Up 2 pts) Analyst Comments (AC): Lots of significant reports for a Monday. Stay informed, agile and wise. Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 959,420 DTG/ICOD: 1200Z 24Jul2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Sirens in Bahrain for Iran Drones / Ukraine Hits Russia's 'Amazon' Warehouses / Saudi Nuke Deal Gets Politically Confused / Trump Announces New Tariffs Across the Board / Trump Pledge on AI Power Tries to Find the Balance / National Guard in WV For Flooding / BitcMex Closes Doors, Gets Sued / Yen at 40-Year High / Kazakhstan Law Harvests Bitcoin Mining / Poolin BTC Pool Goes Bankrupt, Selling Assets / BTC ETFs Break Inflow Streak / Corporate Bitcoin Treasuries Run Against the Clock / Yields and Mortgages Higher, Stocks Drop / New Bitcoin Quantum Consortium Started / Brazilian Cows Blockchained for Ag Loans Market Data: Price: 1 BTC= $65,023, 15.90 oz Gold/1 BTC, 6.53 BTC/Median US House 24hr Hi: $65,760 / Lo: $64,610 Volume: $25B (Up 17%) Mkt Cap: $1.3T (Down 1%) Hashrate: .888 ZH/s Avg Fee Rate: 2.0 sats/byte (Up 1 sats) Daily Total ETF Inflow/outflow (last 24 hrs): -$225M Relative Strength Index: 54 ---Reports--- -International Events- 1. Sirens sound in Bahrain as Iran completes second week of strikes against Gulf States: The attack follows Iran's overnight strikes against Kuwait and US military infrastructure in Jordan. Iran's army quickly took responsibility for the strikes, reportedly having targeted the fuel tanks, warehouses, and accommodations of the United States' Sheikh Issa base in Bahrain using drones. (JPost) 2. Ukraine hits Russia’s largest online marketplace, hurting small businesses and bringing the war home: The Ukrainian attacks on the sprawling Russian warehouses produced stark images, with massive pillars of black smoke rising above fires that raged at facilities of Wildberries, the country’s biggest online retailer and its equivalent of Amazon. The strikes are part of Kyiv’s aerial campaign aimed at undermining Russia’s war effort, hurting its economy and making people feel the consequences of the Kremlin’s all-out invasion of Ukraine. (AP) 3. How Trump upended the Saudi nuclear deal less than 24 hours after its signing: As quickly as it was announced, the deal seemed to fall apart. Thursday morning, Trump said in a social media post that the deal was subject to a new condition: Saudi Arabia would have to join the Abraham Accords. Trump also denied that the agreement would allow uranium enrichment. (CNN) (AC-Political maneuvering is subject to, politics.) -US Events- 1. Trump imposes double-digit tariffs on dozens of countries as his 10% levies are set to expire Friday: Trump is enacting new tariffs ranging from 10% to 12.5% on imports from 60 trading partners that account for roughly 99% of U.S. imports. The updated trade levies are scheduled to take effect as temporary 10% stopgap tariffs expire at 12:01 a.m. on Friday. To implement these new measures, Trump is relying on Section 301 of the Trade Act . (GroundNews) 2. Trump pledge on data center power supplies draws skepticism: President Donald Trump announced a non-binding pledge by U.S. power producers and ‌data centers on Thursday to fund or build energy infrastructure that would meet massive AI-related power needs while shielding consumers from high electricity costs. Trump has been pushing an ​aggressive build-out of AI-related infrastructure, as part of an economic agenda that includes winning the AI race against China. But data centers' demands on overloaded ​transmission lines, compounded by the power sector's labor shortages and plant retirements, have made rising energy costs a volatile issue for ⁠voters going into November's midterm elections. (Reuters) 3. National Guard deploys as flash floods in West Virginia inundate homes and businesses: Torrential rains caused flash floods in West Virginia that inundated homes and businesses, washed out bridges and led to numerous water rescues. The state’s governor said that some residents were unaccounted for as search operations continued Wednesday. (AP) -Regulatory and Legal- 1. BitMEX Hit by 623 BTC Lawsuit Amid Closure Plans: BitMEX’s planned shutdown has been followed by a major legal challenge, with the crypto derivatives exchange facing a proposed class action lawsuit accusing the platform of unfair liquidation practices that allegedly cost traders more than 622 BTC. The legal action adds another layer of uncertainty to the final chapter of BitMEX, a platform that once dominated Bitcoin derivatives trading but has faced regulatory pressure, declining market share, and now renewed accusations over its historical operations. (Blockonomi) -CBDCs/World Currencies/Strategic Reserves- 1. Yen Plummets to Four-Decade Low as Dollar Strengthens Amid Global Uncertainty: The USD/JPY exchange rate maintains levels around 163.90, while Japan’s consumer prices climbed to 1.7% in June. Without more aggressive monetary tightening from the Bank of Japan, the currency’s depreciation trajectory appears set to persist. (Blockonomi) 2. Kazakhstan Moves to Build a National Crypto Reserve Funded by Bitcoin Miners: Kazakhstan has laid out a plan to build a national strategic crypto reserve fed by its bitcoin miners. Together the two measures aim to route mining output and crypto trading through Kazakh infrastructure, with the state taking a share of mined coins for a sovereign reserve. The design turns Kazakhstan’s cheap power and mining base into a channel for state accumulation. (BitcoinMag) -Institutional Concerns- 1. Bitcoin mining pool Poolin files for Chapter 11 bankruptcy: Singapore-based Bitcoin mining pool Poolin and two of its US affiliates filed for Chapter 11 bankruptcy in a New Jersey court on Wednesday. Poolin’s court filing shows that the mining pool operator has estimated liabilities of $100 million to $500 million, assets of $1 million to $10 million and 10,001 to 25,000 creditors. Poolin and its affiliates are also seeking court approval to sell two West Texas mining sites to Thor CALAP LLC under a proposed $52 million stalking-horse bid. (CoinTelegraph) (AC-Is it appropriate to say the corporate BTC mining industry has collapsed?) 2. Bitcoin ETFs snap 7-day inflow streak with $225M in outflows: After attracting nearly $1 billion over seven trading sessions, US-listed spot Bitcoin ETFs recorded their first daily net outflow since July 13. Spot Bitcoin ETFs recorded $225.2 million in net outflows on Thursday. (CoinTelegraph) 3. The debt clock ticking inside corporate Bitcoin treasuries could force billions back onto the market: The convertible notes, preferred shares, and credit facilities that financed a large share of corporate Bitcoin holdings carry maturities, redemption windows, and dividend dates that determine when a company might need to sell. A payment, redemption, or maturity can force a company to sell Bitcoin on a fixed date, regardless of whether it still believes in the asset's long-term price. The sector has accumulated billions in debt and preferred financing, with maturities concentrated in 2027 and 2028. Roughly 6,400 to 12,900 Bitcoin are at-risk of needing to be sold over the next two years. (CryptoSlate) -Economic Indicators- 1. US 10Y Yield Holds 2025 Peak: The yield on the US 10-year Treasury note rose to around 4.70% on Friday, marking its fifth co gain and remaining at its highest level since January 2025. (TradingEconomics) 2. US Stocks Fall Sharply: US stocks closed lower on Thursday amid deteriorating macroeconomic backdrop and renewed doubts over AI spending. The S&P 500 dropped 1.2%, the Nasdaq 100 lost 1.9%, and the Dow Jones shed 507 points. (TradingEconomics) 3. US 30-Year Mortgage Rate Edges Up to 6.58%: The average rate on a 30-year fixed mortgage in the US edged up to 6.58% as of July 23, 2026, from 6.55% the previous week, marking the fourth co weekly increase. (TradingEconomics) -Security Concerns- 1. BlackRock, Coinbase and Strategy Pledge $15M | 231 BTC to Quantum-Proof Bitcoin: Nine of the biggest institutional names in Bitcoin formed a consortium to fund the developers working to keep the network secure—including from future quantum computers. The group, called the Bitcoin Security Consortium, includes BlackRock, Coinbase, Strategy, Anchorage Digital, ARK Invest, Block, Blockstream, Fidelity Digital Assets, and Galaxy. Day-to-day coordination falls to Mike Schmidt, executive director of Brink—a nonprofit that funds Bitcoin open-source developers—who takes on the role as a volunteer. Each member directs its own money to whatever developers, researchers, or organizations it chooses. The consortium also makes clear it will not push for any specific changes to Bitcoin's code or speak on behalf of its decentralized developer community. The consortium said it plans to publish and maintain updated material on Bitcoin's security in the coming months. (Decrypt) (AC- See below) -Technology and Science- 1. Brazilian Farmers Are Tokenizing Cows to Get Farm Loans—And It's Working: Ten cows on a dairy farm in Paraná, Brazil, just became the first livestock collateral formally registered on the country's stock exchange. The deal—backed by blockchain-tracked animals wearing AI-powered sensor collars—is a real-world test of whether the crypto world's obsession with tokenizing physical assets can actually help farmers who are running out of options. The cows were "tokenized." Each animal received a unique encrypted digital ID—generated from health, behavioral, and location data captured by smart collars. "With monitoring, that uncertainty is eliminated," said a a banker. The cows are now living collateral for a loan. (Decrypt) -Bitcoin Community NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 28/100 (Down 5 pts) Analyst Comments (AC): Yes, even a relatively small consortium focused on Bitcoin's security future is a form of centralization and worthy of distrust by decentralization maxis. In a sense, it's reminiscent of the federalist dialogues at the founding of the USA. What should be centralized, why and how? These are great questions and should be answered well within the new Overton window of powerful technology such as encryption, blockchain and proof-of-work. Engage the process, debate it thoughtfully and respectfully. We all have the same objectives (or do we?) and the differing pathways have consequences to be planned for. Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 959,126 DTG/ICOD: 1200Z 22Jul2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Houthis Open New Front in Iran War / Trump Approves Saudi Uranium Enrichment / Zelensky Sacks Army Chief / HHS Holds $1B in Medicaid to CA and MN / TS Bertha Headed to NOLA / New Tariffs on Drugs, In 2 Years / France Bans Social Media for Kids / BTC ETFs Inflow For 5 Days / UK's Satsuma Shuts Down, Sells BTC / UST Yields Up, Mortgages Up, Stocks Up / OpenAI Models Jump Containment / DOJ Investigates CCP Money Behind US Data Center Protests / New Drone Debuts Jet Power / Block Launches Nostr Slack and GitHub Rival Market Data: Price: 1 BTC= $65,873, 15.97 oz Gold/1 BTC, 6.53 BTC/Median US House 24hr Hi: $66,910 / Lo: $65,847 Volume: $32B (Up 8%) Mkt Cap: $1.32T (Down 1%) Hashrate: .888 ZH/s Avg Fee Rate: 2.0 sats/byte (Up 1 sats) Daily Total ETF Inflow/outflow (last 24 hrs): +$203M Relative Strength Index: 58 ---Reports--- -International Events- 1. Tankers with Saudi crude turn back as Houthis open new front in US-Iran war: Two oil tankers carrying Saudi crude to Asia reversed course in the Red Sea on Tuesday after threats from Yemen's Iran-aligned Houthis, as a widening ​Middle East conflict disrupted shipping through two of the world's most critical energy chokepoints. The Houthis, who control northern and western Yemen including the coast at the mouth ​of the Red Sea, announced a naval blockade on Saudi Arabia on Monday. Oil prices gained more than 2% on Tuesday, with Brent crude hovering above $91 a barrel and U.S. gasoline back over $4 a gallon. (Reuters) 2. Trump approves nuclear agreement that may allow Saudi Arabia to enrich uranium: The deal is expected to last 30 years and is also expected to involve U.S. firms in developing the program. The deal could allow for the building of a uranium enrichment facility in Saudi Arabia following a joint U.S.-Saudi study. Nonproliferation experts warn any spinning centrifuges within Saudi Arabia could open the door to a possible weapons program for the kingdom, something its de facto leader, Crown Prince Mohammed bin Salman, has suggested he could pursue if Tehran obtains an atomic bomb. (AP) 3. Zelensky sacks Ukraine’s military chief following widespread protests: Ukrainian President Volodymyr Zelensky has sacked the country’s commander-in-chief Oleksandr Syrskyi, after days of widespread protests against the removal of the country’s popular defense minister. His replacement, Mykhailo Drapatyi, 43, is a younger general often described as representing a newer generation of military leaders who have forged their careers during the current war with Russia. (CNN) -US Events- 1. RFK Jr. Freezes $1B in Medicaid to California, Minnesota over Fraud Fears: Health and Human Services (HHS) Secretary Robert F. Kennedy Jr. announced Tuesday that the Trump administration is deferring more than $1 billion in Medicaid payments to Democrat-led California and Minnesota over high-risk claims flagged in a crackdown on fraud. The department stressed the money is being deferred, not cut, and that both states can recover it by documenting that the claims meet federal Medicaid requirements. (Breitbart) 2. Tropical Storm Bertha impacting northern Gulf Coast: Bertha was moving westward at 5 mph and that general motion was expected to continue through Friday "with little acceleration," the National Hurricane Center said. As of 5 a.m. EDT, Bertha was about 165 miles west-southwest of Panama City, Fla. and some 50 miles east-northeast of the mouth of the Mississippi River. (CBS) 3. Trump Unveils Steep Tariffs on Generic Drug Imports: The US government plans to impose a 100% tariff on generic drugs imported into the US beginning in August 2028. President Donald Trump said in a social media post Tuesday that all generic drugs being brought into the U.S. will continue to face a 0% tariff for two years starting August 1, after which the tariff rate will be raised to 100% for one year and to 200% thereafter. (TradingEconomics) -Regulatory and Legal- 1. French lawmakers approve a sweeping social media ban for children under 15: France banned children under 15 from using social media on Tuesday, becoming the first country in the European Union to pass a blanket ban on the platforms. The bill also bans the use of mobile phones in high schools. (AP) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Bitcoin ETFs post 5-day inflow streak, longest since May: Bitcoin ETFs attracted $226.9 million in net inflows on Monday, the strongest daily inflows since July 6, bringing total net inflows over the five-day streak to about $727.3 million. (CoinTelegraph) 2. DAT Went Wrong: Satsuma to Unwind Bitcoin Treasury, Sell Off $43 Million in BTC: The shareholders of Satsuma Technology, a U.K.-based Bitcoin treasury company, have voted to liquidate the company's entire Bitcoin position and shut down the business, overruling four of its six board members. (Decrypt) -Economic Indicators- 1. US 10Y Bond Yield Hits 8-week High: US 10 Year Government Bond Yield increased to 4.65%, the highest since May 2026. (TradingEconomics) 2. US 30-Year Mortgage Rate Hits 11-Month High: The average contract rate on a 30-year fixed mortgage in the US rose 4 basis points to 6.69% in the week ending July 17, 2026, reaching its highest level since August 22, 2025. (TradingEconomics) 3. US Stocks Advance on Chipmaker Rally: US stock indices closed higher on Tuesday as a rally in chipmakers lifted the broader market. The S&P 500 added 0.9%, the Nasdaq 100 advanced 1.9%, and the Dow Jones gained 385 points. (TradingEconomics) -Security Concerns- 1. OpenAI Model Escapes Containment, Hacks Hugging Face: OpenAI disclosed Tuesday that two of its own AI models broke out of a sandboxed test environment, chained together zero-day exploits across two companies’ systems, and breached Hugging Face’s production servers. The motive wasn’t sabotage. They were effectively trying to cheat on a test. (Decrypt) -Technology and Science- 1. Marxist Activist Campaigns Against Virginia AI Data Center Raise Foreign Influence Concerns: A Marxist organizer who is opposing the development of an AI data center in Virginia is also tied to the Party of Socialism (PSL), a Marxist-Leninist group that has been tied to a Chinese-linked network. PSL, which states that its mission is to “carry out the struggle for socialism inside the United States,” has ties to Shanghai-based businessman Neville Roy Singham, the Bitcoin Policy Institute (@bitcoinpolicy), a nonpartisan cryptocurrency think tank, found. Singham, 72, is reported to have ties to the CCP and has funneled $278 million into many nonprofits over the past decade which regularly organize anti-ICE, anti-Israel, and pro-Iran demonstrations. The VA county board voted last month 10-0 to deny the center’s application for a 220-acre development in Clearbrook. The board also voted 7-1 to reject another 71.8-acre project in Winchester, according to the report. (Breitbart) (AC-5GW encompases economic warfare too. It's real, and powerful.) 2. Drone War Enters Terrifying New Phase As Russia Deploys 300-MPH Jet-Powered Shahed: Dramatic footage posted on X shows what appears to be a Russian Geran-4 jet-powered, one-way attack drone striking a passenger train in Ukraine. If authenticated, the footage shows just how rapidly drone warfare is evolving beyond conventional two-stroke power plants toward miniature turbojets that sharply increase speed, compress warning and response times, potentially render many existing small-drone interceptors ineffective, and accelerate the overall tempo of combat across modern battlefields. (ZeroHedge) -Bitcoin Community 1. Jack Dorsey's Block Launches Buzz, a Nostr-Based Slack and GitHub Rival for AI Agents: Block, the payments company led by Jack Dorsey, has launched Buzz, a free, open source platform where employees and AI agents share the same workspace. Built on the Nostr protocol, Buzz combines team chat, code repositories, and automated workflows, and gives every human and agent its own cryptographic identity. Buzz is model-agnostic, supporting agents built on Claude Code, Codex, and Block's own goose. (Decrypt) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 33/100 (Up 8 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 959,005 DTG/ICOD: 1200Z 21Jul2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: US, Iran Continue Strikes, 3 US Soldiers Killed / Andy Burnham New Britain PM / China, Philippine Sailor Melee Injures 1 / Tropical Storm in US Gulf / Trump Hits Canada With 50% Tariff / Protester Charged With Explosive Device in NYC / White House Agrees to Ethics Change on CLARITY / Korea Expands CBDC Effort / MSTR Adds Cash to Reserve / FTX To Distribute Coin / Mallers Steps Down From 21 Captial / Yields Up, Stocks Down / Kenya President Website Hacked, Bitcoin Demanded / Flock Safety Drops Acoustic Plans / Illegal Streaming of World Cup? - Your Computer Might be Infected / Galaxy Contributes to BTC Quantum Threat / Saylor Agrees With BIP-110 Purpose, But Not Method Market Data: Price: 1 BTC= $66,488, 16.34 oz Gold/1 BTC, 6.5 BTC/Median US House 24hr Hi: $66,589 / Lo: $64,039 Volume: $30B (Up 28%) Mkt Cap: $1.33T (Up 3%) Hashrate: .907 ZH/s Avg Fee Rate: 1.0 sats/byte (Down 1 sats) Daily Total ETF Inflow/outflow (last 24 hrs): +$226M Relative Strength Index: 61 ---Reports--- -International Events- 1. U.S. carries out 10th night of strikes after 3 U.S. troops killed, nearly 100 injured in recent weeks: At least two U.S. soldiers were killed over the weekend in an Iranian attack on a U.S. base in Jordan, and another is listed as missing in action. A third American service member died in Iraq after "a controlled detonation" of an Iranian drone. Nearly 100 American service members have been injured in multiple Iranian airstrikes on bases in the Middle East this month. (CBS) 2. ‘A big job ahead of him’: world leaders congratulate Andy Burnham as he becomes Britain’s PM: He had managed to “build an image as an ‘everyman’, appearing without a tie, very often in a T-shirt”, the political TV channel said on its website, standing out as “a politician on the ground, close to everyday concerns”. The new prime minister, an Irish paper said, would be “hamstrung by a commitment to abide by strict fiscal rules. His instinct may be to tack to the left, but he is already trying to prove that … he will govern from the centre” and the job was “immense”. (TheGuardian) 3. Philippine Sailor Injured in Violent Clash with China Coast Guard off Second Thomas Shoal: The melee resulted in a blow to the head of a Philippine service member, according to photos and video released from the incident by the Armed Forces of the Philippines (AFP).Previous injuries sustained by Filipino sailors, troops and civilians were inflicted by water cannon blasts, flying glass and a 2024 incident at Second Thomas Shoal which saw a Philippine Navy SEAL lose his thumb after his small boat was rammed. (USNINews) -US Events- 1. Tropical Storm Bertha forms on track approaching US Gulf Coast: Tropical Storm Bertha formed Monday evening in the Gulf of Mexico south of the Florida Panhandle, prompting tropical storm warnings and storm surge watches from the Alabama-Florida border to the Mississippi River mouth. Current forecasts bring the system inland over Louisiana by Thursday, July 23, 2026, peaking Wednesday with modest 50 mph winds. (GroundNews) 2. Trump Imposes 50 Percent Tariff on Variety of Canadian Goods Over ‘Discrimination’ of American Autos: President Donald Trump on Monday imposed a 50 percent duty on a variety of Canadian goods, including alcohol, dairy products, hockey sticks, and many others. The tariffs will take effect 30 days after signing and are designed to offset the burden and disadvantage on U.S. commerce from Canada’s discrimination. (Breitbart) (AC- After NAFTA expired this year, negotiations continue with both Canada and Mexico separately. This is obviously a leverage mechanism.) 3. Suspect named in New York City alleged incendiary device attack, had 'anti-ICE stuff' on him: The suspect accused of deploying an incendiary device outside 26 Federal Plaza in New York Monday morning is named Andrew Arrabaca, two law enforcement sources have confirmed to Fox News Digital. The sources both confirmed that Arrabaca had "anti-ICE stuff on him" at the time of the alleged attack. (Fox) -Regulatory and Legal- 1. White House Reaches Ethics Deal on Digital Asset Market Clarity Act: The White House secured an ethics compromise on the Digital Asset Market Clarity Act of 2025 ahead of a Senate vote. The bill distinguishes securities from commodities, shifting oversight to the CFTC for many assets and protecting customer holdings in exchange failures. It passed the House in 2025 and advanced in Senate committee. (X) 2. Patrick Witt defers military training as CLARITY heads to Senate: The decision keeps the administration’s chief crypto policy negotiator in place during what could be a decisive few weeks for the CLARITY Act. (CoinTelegraph) -CBDCs/World Currencies/Strategic Reserves- 1. Bank of Korea Scales Up CBDC Pilot With Half a Million Users: Phase 1 of Project Hangang opened 81,000 wallets with 42% of them using the CBDC. Phase 2 adds biometric payments, person-to-person transfers, and real government subsidy disbursements. (Decrypt) -Institutional Concerns- 1. Strategy Pads Cash Reserve By $225M | 3,402 BTC With MSTR Sale, Bitcoin Stash Remains Untouched: Strategy sold 2,732,318 $MSTR shares for $263.5 million in net proceeds between July 13–19, lifting its USD Reserve to $3.225 billion without touching its Bitcoin stash. (Decrypt) 2. FTX begins $900M | 13,564 BTC payout as creditors in 45 countries could lose their claims within 6 months: FTX’s fifth bankruptcy distribution is set for July 31, sending about $900 million | 13,564 BTC to eligible creditors. (CryptoSlate) 3. Jack Mallers Steps Down as CEO From Bitcoin Treasury Twenty One Capital: Bitcoin treasury Twenty One Capital has named Raphael Zagury as its chief executive officer, a leadership change that arrives seven months after the firm listed on the New York Stock Exchange. Mallers said, “I’m grateful to everyone at XXI and everyone who believed in what we built,” said Jack Mallers. “Serving Bitcoiners has always been the mission, and that doesn’t change. Strike is where I carry it forward.” (BitcoinMag) -Economic Indicators- 1. US 10-Year Yield Holds Advance: The yield on the US 10-year Treasury note hovered around 4.6% on Tuesday after rising about 5 basis points in the previous session. (TradingEconomics) 2. Dollar Holds Firm Amid US-Iran Conflict: The dollar index traded near 101 on Tuesday after rising for three straight sessions, as ongoing hostilities between the US and Iran drove oil prices higher, reviving concerns about inflation and interest rate hikes. (TradingEconomics) 3. US Stocks Slip as Middle East Risks Weigh: US stock indices closed mostly lower on Monday as gains in technology stocks failed to offset weakness in the broader market amid concerns over further escalation in the Middle East. The S&P 500 lost 0.2%, the Dow shed 307 points and the Nasdaq 100 closed nearly flat. (TradingEconomics) -Security Concerns- 1. Kenya probes hack of president's website after bitcoin ransom demand: Kenya is investigating a cyberattack that temporarily defaced the president's official website with an anti-government message demanding a ransom of five bitcoins (about $330,000). By Monday, access to the website had been restored, according to local media. The identity of the attackers remains unknown, and there is no evidence they possess or have leaked any sensitive government information. (RecordedFuture) 2. Flock Safety kills acoustic system designed to detect 'human distress': The automated license plate reader company Flock Safety is abandoning plans to sell an acoustic gunshot detection device whose ability to detect screaming and other types of “human distress” sparked an outcry from privacy advocates when it was announced in October. Flock quietly revealed on July 10 that it has decided to “remove” the product, according to a company blog post. (RecordedFuture) 3. Free World Cup Streams Infected Devices: DOJ Seizes 1,000 Domains in Historic Crackdown: If you watched the 2026 FIFA World Cup through a free, unauthorized stream, federal investigators have a message for you that goes well beyond copyright law: those streams were not just illegal, they were documented malware delivery systems, and the infection may have started the moment you clicked play. Security research found that 92% of the 20 illegal sports-streaming sites analyzed carried some form of malicious content. (TechTimes) -Technology and Science- NSTR -Bitcoin Community 1. Galaxy Commits Up to $5 Million | 75.59 BTC to Prepare Bitcoin for Quantum Threat: Galaxy Digital launched a Bitcoin Quantum Readiness Initiative built on three pillars: up to $5 million in developer grants for post-quantum solutions, a research program through Galaxy Research, and a Quantum Advisory Council of academic experts. (Decrypt) 2. Strategy's Michael Saylor Makes 110-Point Case Against Bitcoin's BIP-110: Michael Saylor has escalated his opposition to a contentious Bitcoin proposal, publishing a sweeping 110-point essay over the weekend arguing that BIP-110—a soft fork meant to curb non-financial data on the network—would cause more harm than the problem it targets. Saylor said he shares supporters' goals—keeping validation cheap, payments affordable, and Bitcoin focused on sound money—but rejects their remedy. (Decrypt) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 25/100 (Even) Analyst Comments (AC): NSTR Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

BTC Daily Intelligence Bulletin (DIB) Block: 958,887 DTG/ICOD: 1200Z 20 July 2026 Precedence: Routine FNG (RR) Controls: Public Release QQQQ __________________________ BLUF: U.S. and Iran launch new strikes / Andy Burnham prepares to enter Downing Street as prime minister / Russia unleashes one of biggest ballistic missile attacks of the Ukraine war / Ukraine fires 400 drones toward Moscow / Taiwan records increased Chinese state-vessel activity / Peru earthquake kills six and displaces approximately 300 / Trump Accuses China of 2020 Election Interference / Catastrophic Flooding Strikes the Texas Hill Country / ICE orders body-camera recording of vehicle stops / Widespread hazardous wildfire smoke / Taylor Farms Recalls Iceberg Lettuce / Trump Media Pitches $100,000 Monthly Fee for Fastest Access to Presidential Posts / Administration works to replace tariffs invalidated by Supreme Court / Senate CLARITY Act negotiations continue / U.S. gasoline average returns to $4 per gallon / TSMC announces another $100 billion for Arizona production / AI-enabled “synthetic insiders” penetrate corporate networks / Moonshot AI releases Kimi K3 open-weight model / SpaceX aborts Starship Flight 13 at ignition Market Data: Price: 1 BTC= $64,585 16.3 oz Gold, 6.67 BTC/Median US House 24hr Hi: $65,050 / Lo: $63,702 Volume: $16.80 B Mkt Cap: $1.29 T HashRate: 964.4 EH/s Avg Fee Rate: 1 sats/vBtye (down 1) ---Reports--- -International Events- 1. U.S. and Iran launch new strikes after 3 U.S. service members are killed U.S. Central Command reported that on July 17, 2026, two U.S. service members were killed in action at Muwaffaq Salti Air Base in Jordan while defending against Iranian ballistic missile and drone attacks, with one additional service member reported missing in action. Four other American service members were medically evacuated to Jordanian hospitals following the incident and have since been discharged. The Department of Defense identified the two killed service members as 1st Lt. Tyler James Feehan, 25, of Ewa Beach, Hawaii, and Pvt. Isabella Gonzales, 19, of Carrollton, Texas. On or around July 18, a third U.S. service member was killed in northern Iraq during a controlled detonation of unexploded ordnance from a downed Iranian one-way attack drone. In response, U.S. forces conducted a wave of airstrikes on Iranian targets over the weekend marking the ninth co day of bombing operations since peace talks between the two countries collapsed. President Trump stated that the latest strikes honored the three recently killed service members, with total confirmed U.S. military deaths in the conflict reaching approximately 17. (NPR) 2. Andy Burnham prepares to enter Downing Street as prime minister On Monday, July 20, outgoing Prime Minister Keir Starmer delivered his final speech outside 10 Downing Street, stating that his work was done and expressing full support for his successor before traveling to Buckingham Palace. Andy Burnham, who was elected Labour Party leader on Friday, July 17, following Starmer’s resignation as party leader in June, is scheduled to become the new prime minister later today. Burnham returned to Parliament after winning a by-election in the Makerfield constituency. The transition follows standard UK constitutional procedure in which the governing party selects a new leader who then assumes the premiership without an immediate general election. Burnham becomes the seventh British prime minister since 2016. (BBC) 3. Russia unleashes one of biggest ballistic missile attacks of the Ukraine war On July 19, Russian forces launched a large-scale attack on Kyiv consisting of more than 40 ballistic missiles and approximately 120 drones. Ukrainian officials, described the assault as one of the largest ballistic missile attacks of the full-scale war and labeled strikes on civilian areas as terrorism. The attack lasted about five hours and caused damage to buildings, vehicles, and a metro station entrance in the capital. Ukrainian reports stated that the strike killed at least one person and injured 16 others. Ukrainian air defense systems intercepted a portion of the incoming missiles and drones. (Guardian)
 4. Ukraine fires 400 drones toward Moscow as Zelenskyy grapples with protests On July 19, Ukrainian forces launched approximately 400 drones targeting the Moscow region, striking logistical facilities and an oil depot more than 400 km from the Ukrainian border. Russian officials reported that 10 people were injured, including seven in the Domodedovo area (three of them Chinese nationals), with fires breaking out at an industrial park and a residential building. Ukrainian President Zelenskyy stated that the targets were in response to Russian strikes. Separately, street protests occurred in Ukraine following a government reshuffle last week that included the sacking of Defence Minister Mykhailo Fedorov while retaining Armed Forces Chief Gen. Oleksandr Syrskyi; Zelenskyy is scheduled to hold key talks to address the resulting political crisis. (AP) 5. Taiwan records increased Chinese state-vessel activity Taiwan recorded 55 sightings of Chinese government vessels around the main island in June, compared with 30 in May and 25 in June 2025. The count included coast guard and research vessels but excluded activity around Taiwan-controlled islands close to mainland China. Taiwan’s coast guard calculated the changes as increases of 83% from May and 120% from one year earlier. Taiwanese officials said exercises would be conducted off the island’s east coast to rehearse the protection of Pacific supply routes. (Reuters) 6. Peru earthquake kills six and displaces approximately 300 A magnitude-5.5 earthquake struck near Sicaya in Peru’s Huancayo province on Saturday night. Authorities reported at least six deaths, more than 30 injuries, and approximately 300 displaced residents. The earthquake occurred at a reported depth of roughly ten kilometers. A historic church and other structures were damaged, and officials had not established a final missing-person count. (AP) -US Events- 1. Trump Accuses China of 2020 Election Interference President Donald Trump alleged in a July 16 national address that China interfered in the 2020 presidential election and that U.S. intelligence officials concealed relevant reporting from him and Congress. Trump cited newly declassified documents and claimed Beijing illicitly acquired approximately 220 million American voter records, while unverified raw FBI intelligence reportedly described a Chinese effort to manufacture fraudulent ballots supporting Joe Biden. China’s Foreign Ministry rejected Trump’s accusations as false and unfounded, stating that Beijing had never interfered in U.S. elections. The declassified material therefore documents reported foreign capabilities, intelligence collection, and election-system vulnerabilities, but the publicly available record does not establish that China altered votes or changed the 2020 election result.(The White House) 2. Catastrophic Flooding Strikes the Texas Hill Country Catastrophic flash flooding across the Texas Hill Country and South Texas killed at least two people after several days of extreme rainfall inundated Kerr, Uvalde, Gillespie and surrounding counties. The National Weather Service reported that parts of Uvalde County received as much as 28 inches of rain in three days, while sections of the Guadalupe River rose more than 30 feet and flooded homes, roads and businesses. Officials reported more than 270 water rescues and deployed over 2,700 personnel with approximately 1,500 vehicles, aircraft and other response assets. Governor Greg Abbott declared disasters in 59 counties and requested a federal major-disaster declaration covering 28 counties to support recovery operations. (AC: Almost 1 year to the day from the devastating floods that took the lives of 25 children and 2 camp counselors from Camp Mystic) (National Weather Service & AP) 3. ICE orders body-camera recording of vehicle stops Immigration and Customs Enforcement will require officers to record vehicle stops using at least one body-worn camera, border adviser Tom Homan said Sunday. The announcement followed fatal ICE-involved shootings in Texas and Maine earlier in July. Reuters reported that no ICE body camera footage existed from either incident. Homan said cameras had been purchased and personnel were being trained to use them. (Reuters) 4. Widespread hazardous wildfire smoke across US and Canada. Smoke from massive wildfires in Canada and Minnesota caused dangerous air quality across the Midwest, Northeast, Great Lakes region, and into parts of the mid-Atlantic and New England. Hazardous PM2.5 levels were recorded in states including Minnesota, Wisconsin, Michigan, Illinois, and Ohio; “very unhealthy” levels affected others such as New York, Pennsylvania, and Indiana. Over 120 million people were impacted in the Midwest and Northeast; smoke shrouded skylines and reduced visibility (NWS) 

5. Taylor Farms Recalls Iceberg Lettuce Amid Cyclospora Outbreak Taylor Farms de Mexico voluntarily recalled all iceberg lettuce sourced from central Mexico on July 17 after epidemiological and supply-chain investigations linked its shredded lettuce to a five state Cyclospora outbreak. The CDC reported 1,644 confirmed illnesses, 94 hospitalizations and no deaths. Recalled products included Marketside iceberg salad and shredded lettuce sold at selected Walmart stores, along with products distributed to restaurants and food-service customers in at least 28 states. The FDA said traceback evidence converged on Taylor Farms de Mexico as the supplier used by Taco Bell locations where infected customers reported eating, and Taco Bell stopped using the implicated lettuce. The FDA later determined that an initially reported positive lettuce sample was a false positive, but maintained the recall and investigation because the epidemiological and traceback evidence continued to implicate the product. (CDC)

6. Trump Media Pitches $100,000 Monthly Fee for Fastest Access to Presidential Posts Trump Media & Technology Group discussed charging Wall Street trading and investment firms as much as $100,000 per month for its fastest feed of President Donald Trump’s Truth Social posts, according to people familiar with confidential sales discussions. The company also offered a discounted price of approximately $60,000 per month under a three-year contract. The service, called Truth API, is scheduled to launch August 1 and will deliver real-time posts from ten influential Truth Social accounts, including Trump, the White House and other senior administration officials. Trump Media said the licensed feed would reach clients significantly faster than standard push notifications or unauthorized data-scraping services, and the company had already signed financial-news and high-frequency-trading customers without identifying them. Trump Media publicly announced the data service without disclosing its pricing, while regulatory filings show a Trump-controlled trust holds approximately 41% of the company’s outstanding shares. (Reuters) -Regulatory and Legal- 1. Administration works to replace tariffs invalidated by Supreme Court The administration is preparing replacement tariffs after the Supreme Court invalidated broad emergency duties in February. Current 10% global tariffs imposed under Section 122 of the Trade Act expire July 24 because the statute limits them to 150 days. Officials are using Section 301 investigations, which require public comments and hearings, to establish additional duties based on alleged unfair trade practices. Current proceedings include forced-labor and excess-industrial-capacity investigations, while separate 25% duties on selected Brazilian imports were announced during the reporting period. (AP) -CBDCs/World Currencies/Strategic Reserves-
1. Senate CLARITY Act negotiations continue President Donald Trump met with Republican senators on July 16 to press for passage before the Senate’s August recess, but the public floor schedule had not listed a confirmed vote as of July 20. Negotiations remain focused on stablecoin rewards, protections for noncustodial software developers, illicit-finance provisions, and Democratic demands for ethics restrictions covering digital-asset holdings by senior government officials. The legislation would likely require 60 Senate votes to overcome a filibuster, after which any Senate changes would have to be reconciled with the House-approved bill before it could reach the president. (Barrons) -Institutional Concerns- NSTR -Economic Indicators-
1. U.S. gasoline average returns to $4 per gallon The national average price for regular gasoline reached $4.00/gallon, according to AAA. The average increased approximately 13 cents during the preceding week and stood well above the $3.14 recorded one year earlier. AAA attributed the renewed increase primarily to instability near the Strait of Hormuz and higher crude-oil costs amid escalating U.S.–Iran hostilities. Brent crude briefly exceeded $90 per barrel Monday, while West Texas Intermediate traded above $84 during the cited session. (AAA & AP) 2. TSMC announces another $100 billion for Arizona production Taiwan Semiconductor Manufacturing Company announced an additional $100 billion investment in Arizona on July 16. The plan calls for four additional fabrication plants producing chips at the two-nanometer level or more advanced process nodes. TSMC’s total announced Arizona investment consequently rises to $265 billion. The Arizona Commerce Authority described the intended footprint as ten fabrication plants, two advanced-packaging facilities, and a research-and-development center. (Arizona Commerce Authority) -Security Concerns- 1. AI-enabled “synthetic insiders” penetrate corporate networks Security researchers and companies are reporting increased use of stolen identities, deepfake video and artificial voices to obtain remote jobs or privileged network access. North Korean-linked operatives reportedly used American identities and U.S.-based “laptop farms” to gain employment at more than 100 companies and generate over $5 million. Once hired, such operatives may collect income, steal data or create access points for later cyber operations. Security specialists recommended stronger identity verification, device monitoring and coordination between human-resources and cybersecurity teams. (FT) -Technology and Science- 1. Moonshot AI releases Kimi K3 open-weight model Chinese developer Moonshot AI released Kimi K3, an open-weight artificial-intelligence model intended for coding and general language tasks. The company advertised a one-million-token context window and lower operating costs than several proprietary competitors. Initial benchmark reports indicated competitive performance, but independent testing remained limited at the time of release. The launch strengthens China’s growing position in open-weight AI development. (AC from grok: Until now, the absolute frontier models were mostly closed. Kimi K3 is one of the first times an open-weight model has reached near the very top tier, especially in practical, high value tasks like coding. Once the weights are released, anyone can download, fine-tune, or run it locally/customize it. (Axios)

2. SpaceX aborts Starship Flight 13 at ignition SpaceX aborted the July 16 launch of Starship Flight 13 at liftoff after four of the Super Heavy booster’s 33 engines failed to ignite. The launch system automatically shut down the remaining engines before the vehicle left the pad at Starbase, Texas. Elon Musk said two engines would be removed and replaced. SpaceX subsequently listed Thursday, July 23, as the earliest next attempt, with a 90-minute window opening at 5:45 p.m. CDT. (AP) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 35/100 (up 10) Analyst Comments NSTR Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 958,284 DTG/ICOD: 1200Z 16Jul2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Tehran Vows to Crush Regional US Supporters, Yet Releases US Citizen / Ukraine Reshuffles Defense Minister / SECTREAS To Annouce Economic Warfare Plan / Brazil Gets 25% Tariff / Trump To Deliver Primetime Talk on Elections / Trump Meets With Lawmakers Today on CLARITY Act / US Senate Resolves No Clemency for SBF / US PPI Declinces, Yields Hold, Stocks Mixed / US Oil Reserve Very Low / Five Minute Bitcoin Traders Learned How to Manipulate / LAPD Drops Flock / OrangeJuice Capital Firm Targets Businesses for BTC Treasuries Market Data: Price: 1 BTC= $64,100, 15.90 oz Gold/1 BTC, 6.71 BTC/Median US House 24hr Hi: $65,507 / Lo: $63,846 Volume: $32B (Up 5%) Mkt Cap: $1.29T (Even) Hashrate: .915 ZH/s Avg Fee Rate: 2.0 sats/byte (Up 1 sats) Daily Total ETF Inflow/outflow (last 24 hrs): +$107M Relative Strength Index: 53 ---Reports--- -International Events- 1. Tehran vows to ‘crush’ regional infrastructure if US attacks: The US military says it launched another wave of strikes on Iran with Iranian media reporting explosions on Qeshm Island, Bandar Abbas and Chabahar. The US military also says it “disabled” an oil tanker attempting to sail towards an Iranian port in the Strait of Hormuz by firing Hellfire missiles. Iran says it carried out retaliatory attacks targeting US assets in Kuwait, Bahrain and Jordan. (AlJazeera) 2. Iran Has Freed Detained American Woman In 'Goodwill' Gesture, After Days Of Bombing: In a sudden and very surprising Wednesday evening development, President Trump announced that Iran has released an American woman from prison who had been deemed wrongfully detained since December 2024. The American citizen was later identified as Dena Karari by her lawyer Jared Genser on the social media platform X. He said his client has been trapped in Iran since December 2024 “on bogus charges” and that “this would not have happened but for the extraordinary and relentless efforts” of President Trump. (ZeroHedge) (AC-This report is strange in it's timing and in the context of the current conflict.) 3. Ukrainians take to the streets after Zelenskyy ousts defense minister in surprise shake-up: Ukrainian protesters took to the streets of Kyiv on Thursday, decrying President Volodymyr Zelenskyy’s surprise decision to dismiss Defense Minister Mykhailo Fedorov as part of a major government reshuffle. The protest comes shortly after Fedorov, who was seen as a popular figure and an advocate of Ukraine’s drone warfare. The shakeup marks Ukraine’s fourth government reshuffle since Russia launched its full-scale invasion in Feb. 2022. (CNBC) (AC-Interesting tactic by Zelenskyy. Continuous reshuffling possibly keeps him alive?)\ -US Events- 1. Secretary Bessent to Reveal Treasury’s Financial Crackdown Plans on ‘Transnational Political Terrorism’: “He will highlight Treasury’s use of its financial authorities to identify, disrupt, and dismantle the illicit funding networks that enable terrorist organizations to operate. Secretary Bessent will emphasize Treasury’s efforts to prevent the abuse of charitable and nonprofit organizations as vehicles for terrorist financing, including by investigating entities that exploit tax-exempt status to finance violence and taking action where appropriate. He will also reaffirm that Treasury will continue working closely with international partners to protect the integrity of the global financial system and deny terrorists and their facilitators access to the resources they need to carry out violence.” (Breibart) (AC- The US is opening an economic domain of warfare against enemies foreign and domestic.) 2. U.S. slaps 25% tariff on most Brazilian goods over ‘unfair trade practices’: The U.S. has levied 25% tariffs on most imports from Brazil effective next week, concluding a yearlong investigation into what Washington calls unfair trade practices, and reigniting tensions with the Latin American nation after negotiation fell apart. SECSTATE Marco Rubio said that Lula’s government had “not negotiated in good faith” and that the tariffs were the price of Lula “putting his own ego ahead of making a deal.” (CNBC) 3. Trump to deliver primetime speech on election security: President Donald Trump will deliver a primetime "Speech to the Nation" at 9 p.m. ET on Thursday, July 16, 2026, focused on "free and fair elections" and potentially reviving grievances over his 2020 defeat. Trump has demanded legislation requiring proof of citizenship and limiting mail-in voting ahead of November's midterm elections, supporting the SAVE America Act as part of his broader voting regulation agenda. (GroundNews) -Regulatory and Legal- 1. Trump to meet with senators over CLARITY Act on Thursday: Senator Bernie Moreno said a group of senators will brief the president on the bill and “its path to success.” Senator Cynthia Lummis will also attend, according to a Senate Republican aide. The meeting comes as lawmakers race to pass the crypto market structure bill, known as the CLARITY Act, before the Senate’s August recess. Many lawmakers see it as the last realistic opportunity to pass the legislation before the midterm elections. (CoinTelegraph) 2. US Senate unanimously adopts resolution opposing clemency for SBF: The Senate approved a resolution opposing clemency for former FTX CEO Sam Bankman-Fried as prediction markets put the odds of a Trump pardon by July 31 below 1%. (CoinTelegraph) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- NSTR -Economic Indicators- 1. US Producer Prices Record Surprise Decline: Producer prices in the US declined 0.3% mom in June 2026, following a downwardly revised 0.6% rise in May and below forecasts of a flat reading. It is the first decrease in PPI since August 2025 and the largest since April last year. (TradingEconomics) 2. US 10Y Yield Pressured by Soft PPI: The yield on the US 10-year Treasury note hovered around 4.56% on Thursday after falling for two straight sessions, as easing inflation pressures reduced expectations of a near-term Federal Reserve interest rate hike. (TradingEconomics) 3. US Strategic Petroleum Reserve Lowest Since 1983: US Strategic Petroleum Reserve crude inventories fell by 3 million barrels to 316.5 million for the week ending July 10, marking the lowest level since April 1983. (TradingEconomics) 4. US Stocks Close Mixed Following PPI report: US stock indices closed mixed on Wednesday as support from soft inflation data offset a selloff in chipmakers. The S&P 500 gained 0.4% and the Dow rose 150 points, while the Nasdaq 100 dropped 0.3%. (TradingEconomics) -Security Concerns- 1. Traders Took $8.2 Million | 128 BTC From Polymarket’s Five-Minute Bitcoin Bets, Study Found: A new study found that Polymarket's five-minute Bitcoin contract functioned as a wealth transfer mechanism, funneling money from retail traders to a small group of manipulators while distorting Bitcoin's spot price. The paper, “Settlement Manipulation in Prediction Markets” by David Dai, Ruizhe Jia, and Shihao Yu of Stanford and Singapore Management University, studied a binary contract that paid $1 sats if Bitcoin closed a five-minute window above where it opened, and $0 otherwise. A fresh contract opened every five minutes around the clock. (BitcoinMag) (AC-Manipulators gonna manipulate. It stopped once the contracts went to 15 minutes.) 2. LAPD sidelines relationship with license-plate reader company Flock Safety: The Los Angeles Police Department is not renewing its contract with automated license plate reader (ALPR) camera company Flock Safety amid a dispute over who controls the data Flock collects. (RecordedFuture) -Technology and Science- NSTR -Bitcoin Community 1. Jeff Booth, Lyn Alden-backed ORANGE JUICE raises $40 million | 623 BTC to launch permanent capital firm with bitcoin treasury strategy: ORANGE JUICE (@orangejuice_btc) has raised $40 million | 623 BTC to launch a permanent capital company that will acquire and permanently own American businesses while pursuing a bitcoin treasury strategy. The Connecticut-based company said in a statement on Wednesday that it will target cash-flow-generating businesses with between $1 million and $10 million in annual cash flow across various sectors. The company said acquired businesses will retain their identities, while founders can retire, continue operating, or transition leadership over time. Sellers will receive part of their consideration in ORANGE JUICE equity. (TheBlock) (AC-Good luck and get after it!) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 25/100 (Even) Analyst Comments (AC): NSTR Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 958,153 DTG/ICOD: 1200Z 15Jul2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: US Continues Iran Barrage / DOW Urges Iraq to Disarm Iran Militias / Houthis Target Saudi Airport / Former US Marine Officer Calls for Trump Killing / US House Passes DST Bill / Blanche as AG Up to Senate Hearing / Japan Law Drops Digital Asset Taxes / US Treasury Freezes Iran Tether Wallets / South Korea to Test CBDC / CleanSpark Inks AI Energy Deal / CPI Drops, Mortgage Rates Up, Stock Up / Flock CEO Calls DeFlock Terrorists / Progress Made on Alzheimer's Testing / AI Chip Controls Dampen China Access Market Data: Price: 1 BTC= $64,726, 16.0 oz Gold/1 BTC, 6.66 BTC/Median US House 24hr Hi: $65,207 / Lo: $62,716 Volume: $30B (Up 22%) Mkt Cap: $1.29T (Even) Hashrate: .915 ZH/s Avg Fee Rate: 1.0 sats/byte (Down 2 sats) Daily Total ETF Inflow/outflow (last 24 hrs): +$181M Relative Strength Index: 55 ---Reports--- -International Events- 1. US launches fresh Iran strikes as CENTCOM resumes naval blockade: "U.S. fighter aircraft, drones, and naval vessels launched precision munitions against Iranian missile and drone sites, naval capabilities, and coastal defense systems during the seven-hour wave to further degrade Iran's ability to threaten commercial shipping and civilian crews," CENTCOM said on X. "The strikes took place the same day U.S. forces resumed the naval blockade against vessels transiting to or from Iranian ports and coastal areas. The blockade went into effect at 4 p.m. ET today," the post continued. (Fox) 2. Hegseth urges Iraq to disarm Iran-aligned militias after Pentagon meeting: Secretary of War Pete Hegseth said Tuesday that Iraq must “assert its sovereignty” and disarm Iran-aligned militias, following a meeting with Iraqi Prime Minister Ali al-Zaidi at the Pentagon. "The U.S. is also looking to the Iraqi Security Forces, including the Peshmerga and other Iraqi Kurdistan Region security forces, to lead in D-ISIS efforts as the OIR military missions winds down." (Fox) 3. Yemen’s Houthis strike Saudi Arabia’s Abha airport with missiles and drones in a sharp escalation: The Iran-backed Houthi rebels in Yemen said they launched missiles and drones at Saudi Arabia’s Abha International Airport on Monday in response to airstrikes they blamed on Saudi Arabia that struck Sanaa International Airport earlier in the day. No casualties were reported. (AP) -US Events- 1. Former Marine Calls Trump Antichrist, Urges Killing in Video: William Upham, medically discharged from the Marines in May 2025, uploaded the nearly seven-minute video to X on Monday while wearing his old uniform and name tape. He called Trump an enemy of God, referenced Bible verses and an AI image, and stated Trump would be killed and sent to hell amid his write-in campaign for a Florida congressional seat. The Marine Corps (@USMC) condemned it as a violation of his oath, Acting Navy Secretary Hung Cao said he no longer represents Marine values, and veterans called for accountability while decrying the tarnishing of the Corps' reputation. (X) 2. House Passes Bill to Make Daylight Savings Time Permanent: The Sunshine Protection Act of 2025 passed the U.S. House 308-117, with 22 Republicans and 95 Democrats voting against. President Trump has expressed support for the bill, which now heads to the U.S. Senate, where it will face opposition from both parties for reasons pertaining to school start times, sunrises, and effects on circadian rhythms. (Breitbart) 3. Todd Blanche has to win over skeptical Republicans. Democrats are laying lots of traps: His confirmation as the attorney general by the Senate isn’t assured. Sen. Lindsey Graham’s sudden death left the Judiciary Committee Republicans with just one vote to lose, a razor thin margin of error that has given the few Republicans with hesitations an ability to negotiate with the department on matters most important to them. Inside the White House, officials have been optimistic about Blanche’s chances and have cited those same controversial actions as reasons for his confirmation. (CNN) -Regulatory and Legal- 1. Japan passes key bill recognizing crypto as financial product, lowering tax rate: Japan’s parliament passed amendments to the Financial Instruments and Exchange Act, officially classifying cryptocurrencies as financial products. The amendments establish the basis for separate crypto taxation at an effective rate of approximately 20%, down from the current maximum 55% rate. (TheBlock) 2. US Treasury freezes over $130 million | 2,011 BTC tied to Iran-linked crypto wallets: The U.S. Treasury's Office of Foreign Assets Control (OFAC) designated multiple cryptocurrency wallets tied to Iran, resulting in the freeze of more than $130 million | 2,011 BTC, according to Treasury Secretary Scott Bessent. Onchain analyst Specter said minutes before the Treasury secretary's post that Tether had frozen four Tron wallets holding a combined $131 million in USDT. (TheBlock) -CBDCs/World Currencies/Strategic Reserves- 1. South Korea to test tokenized government bonds with CBDC in 2027: South Korea plans to conduct a 2027 pilot linking tokenized government bonds to its institutional central bank digital currency (CBDC) infrastructure, moving sovereign debt tokenization from a proposal to an official government timeline. -Institutional Concerns- 1. CleanSpark Signs $6.6 Billion | 102,039 BTC Data Center Lease as Bitcoin Miner Pivots to Compute: @CleanSpark_Inc the Nasdaq-listed bitcoin miner, said on July 14 that it has signed a 20-year infrastructure lease with an unnamed high-investment-grade global technology company at its campus in Sandersville, Georgia. The deal marks the firm’s largest step from pure bitcoin mining toward high-performance computing for hyperscale clients. (BitcoinMag) -Economic Indicators- 1. US Inflation Drops to 3.5% in June: The Bureau of Labor Statistics reported a 0.4% monthly decline in the Consumer Price Index for June, the largest since April 2020, bringing the annual rate to 3.5% (below 3.8% forecasts). Core CPI eased to 2.6% yearly, driven by a 9.7% gasoline drop. (BLS) 2. US 30-Year Mortgage Rates Surge, Matching May Peak: The average US 30-year fixed mortgage rate for loans of up to $806,500 rose to 6.65% in the week ending July 10, 2026, from 6.58% a week earlier, matching the nine-month high reached in May. (TradingEconomics) 3. US Stocks Rally on Softer Inflation: US stock indices closed higher on Tuesday after softer inflation data all but ruled out a Fed rate hike this month. The S&P 500 gained 0.4%, the Nasdaq rose 1.1%, and the Dow Jones inched up.(TradingEconomics) -Security Concerns- 1. Flock Safety CEO Calls Camera-Mapping Project a Terrorist Group: In a Forbes interview, Langley labeled DeFlock—a volunteer project mapping over 100,000 automated license plate reader locations, mostly Flock's—as a 'terroristic organization' driven by chaos. DeFlock (@therealDeFlock) aims to expose mass surveillance of innocent drivers without warrants, while Flock's AI cameras aid law enforcement in recovering stolen cars and finding missing persons. Critics mocked the comparison as trivializing terrorism and highlighted privacy risks, including data sharing with immigration enforcement and potential stalking, amid ongoing lawsuits and community pushback. (X) -Technology and Science- 1. Study Shows a Blood Test Can Help Identify Healthy People at High Risk for Alzheimer's Disease: Harvard Medical School associate professor Rachel Buckley reported that a p-tau217 blood test can predict Alzheimer's symptoms in healthy adults, with high levels linked to a 38% risk of cognitive impairment within five years. Buckley cautioned that the blood tests are not yet precise enough for individualized prognosis, stating experts should combine them with cognitive testing rather than rely on results alone. (GroundNews) 2. Nvidia Cuts Over Half of Asian AI Chip Buyers as BIS Compliance Net Widens: For any cloud provider, data center operator, or AI infrastructure company in the region, the question is no longer "can I buy Blackwell chips?" It is "can I prove to a field inspector that my business is real, my ownership is clean, and my parent company has no Chinese headquarters?" (TechTimes) -Bitcoin Community NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 25/100 (Up 3 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩

⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 957,853 DTG/ICOD: 1200Z 14Jul2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Day Three of Increased Iran Conflict / Bangkok Bar Fire Kills 30 / Trump Welcomes New Iraqi PM / SC Gov. Appoint Sen. Graham's Sister to Finish Term / ICE Shooting in Maine Kills Colombian / Mexico Sues ICE / Chinese Lawyers Push for Coin Mixer Use as Laundering / Trump Pushes for CLARITY / USG Moves $288M in BTC and ETH to Coinbase Prime / Banks Prep to Score Your Stack / Stocks Slide, Yields Up / India Uses AI to Shut off 50M Fraudulent Sim Cards / Protesters in SF Target AI / South Korea to Grant Citizens Free AI Access / Solo Miner Hits It With BitAxe Market Data: Price: 1 BTC= $62,727, 15.48 oz Gold/1 BTC, 6.86 BTC/Median US House 24hr Hi: $62,907 / Lo: $61,769 Volume: $21B (Down 1%) Mkt Cap: $1.25T (Even) Hashrate: .882 ZH/s Avg Fee Rate: 3.0 sats/byte (Up 2 sats) Daily Total ETF Inflow/outflow (last 24 hrs): -$424M Relative Strength Index: 48 ---Reports--- -International Events- 1. Iran hits tankers after third night of US attacks; Trump reimposes naval blockade: The US military carried out a third night of strikes against Iran after President Donald Trump said he is reinstating its blockade of Iranian shipping. The UAE says at least two tankers came under ​Iranian fire in the Strait of Hormuz that Iran insists it has the right to control. Trump earlier declared the United States would ensure the Hormuz strait is open and said it would charge a 20% fee. Bahrain and Jordan say they have intercepted new Iranian attacks on Tuesday. (Reuters) 2. Death toll from a Bangkok music bar fire rises to 30, dozens remain in hospital: The death toll from a huge fire in a Bangkok music bar has increased to 30, officials said Tuesday. More than 70 people were injured, with 24 of them still in critical condition. The blaze at the Rong Beer Na Ladprao bar, the city’s deadliest in 17 years, broke out late Sunday in a northern part of the Thai capital. (AP) 3. Trump rolls out the White House welcome mat for new Iraqi Prime Minister Ali al-Zaidi: Ali al-Zaidi, a businessman with no political background, emerged as a consensus candidate in Iraq. The issue of Iran is likely to loom large in the discussions Tuesday. Iraq has been under pressure to disarm a network of Iran-backed militias operating in the country, some of which launched attacks on U.S. bases and diplomatic facilities after the U.S. and Israel launched their war against Iran in February. (AP) -US Events- 1. South Carolina Gov. Appoints Darline Graham Nordone to Finish Lindsey Graham’s Term: Gov. Henry McMaster (R-SC) picked Sen. Lindsey Graham’s (R-SC) sister, Darline Graham Nordone, to serve as interim senator, and complete the remainder of her brother’s term. 2. Deadly ICE shootings in Maine and Texas put renewed scrutiny on immigration crackdown: The man killed in Maine was identified by a neighbor as 26-year-old father Joan Sebastian Guerrero, who was from Colombia. The Maine Immigrants’ Rights Coalition said Guerrero was authorized to work in the US and was issued a social security number. (CNN) 3. Mexico’s Sheinbaum announces criminal charges request in US over ICE deaths: Mexico has said that it will request that criminal charges be filed in United States courts after more than a dozen of its citizens were killed by US immigration authorities or died in their custody. (AlJazeera) -Regulatory and Legal- 1. Chinese Prosecutors Push to Consider Coin Mixer Use as Criminal Intent in Laundering Cases: A recent article in China's top prosecutors' office newspaper outlines a framework for prosecuting crypto money laundering, suggesting courts presume criminal intent for suspects using coin mixers and privacy coins. The piece also proposes the creation of a platform to sell seized cryptocurrency, addressing the challenge of cashing out tokens due to Beijing's trading ban. (Decrypt) 2. Trump puts Senate on a 24-day clock to find 60 votes for America’s crypto CLARITY Act rulebook: The White House is increasing pressure on the Senate to pass the CLARITY Act before lawmakers leave Washington for their August recess. Yesterday President Donald Trump urged the US Congress to approve the legislation and cast the measure as part of the United States’ competition with China over cryptocurrency and artificial intelligence. (CryptoSlate) -CBDCs/World Currencies/Strategic Reserves- 1. US Government Moves $288M in Seized Crypto to Coinbase Prime: The U.S. government moved $288 million in seized Bitcoin and Ethereum to Coinbase Prime on Monday, according to on-chain tracker Arkham. The transfers revived speculation about a possible sale, though @Coinbase Prime is the government's custodian and a deposit there does not confirm one. A 2025 executive order bars selling Bitcoin held in the Strategic Bitcoin Reserve, but that rule covers finally forfeited coins, and these appear to come from still-active criminal cases. (Decrypt) -Institutional Concerns- 1. Banks are building the rails to profit from 13.9 million BTC they do not own: Bitwise's Q3 2026 Crypto Market Review estimates that individuals hold 66.1% of Bitcoin's 21-million maximum supply, equivalent to about 13.9 million BTC, dwarfing the 7.8% held by businesses and the 7.2% held by funds and ETFs. The large ownership base gives banks an existing pool of holders to compete for rather than having to create a market from scratch. A bank can custody a customer's Bitcoin, execute trades, administer collateral, and charge for those services while the customer may remain the beneficial owner. (CryptoSlate) (AC-In other words, banks are betting that they can eventually separate you from your stack.) -Economic Indicators- 1. Wall Street Slides on AI and Middle East Concerns: US stock indices closed lower on Monday amid weakness in chipmakers and a deteriorating macroeconomic backdrop. The S&P 500 fell 0.8%, the Nasdaq 100 lost 1.9%, and the Dow dropped 138 points. (TradingEconomics) 2. Treasury Yields Rise: The yield on the US 10-year Treasury note rose to 4.59% on Monday, reaching its highest level in nearly two months, while the two-year Treasury yield climbed to its highest level since early 2025. (TradingEconomics) -Security Concerns- 1. India’s Biometric AI Disconnects 50 Million Fraudulent Mobile Connections: India's Department of Telecommunications confirmed on July 14, 2026 that the country's ASTR artificial intelligence system has now disconnected more than 50 million fraudulent mobile SIM connections. (TechTimes) -Technology and Science- 1. Protesters March on @OpenAI, Anthropic, and Google DeepMind Demanding AI Development Pause: About 200 protesters marched through San Francisco on Saturday, calling on leading AI companies to halt development of more powerful models over concerns about AI safety, jobs, and the environment. Saturday's demonstration, organized by Stop the AI Race, went beyond AI safety to include concerns over job losses, the environmental impact of AI, rising housing costs in San Francisco, and the growing influence of major technology companies. (Decrypt) (AC-I'm sure there's no funding of these protests from other countries.) 2. South Korea Becomes First G20 Nation to Give All Citizens Free AI Access: South Korea's Ministry of Science and ICT opened bidding on Monday for what would be the most ambitious deployment of government-funded artificial intelligence in history: a free, unlimited AI chatbot and public-service assistant available to all 52 million of the country's residents, backed by domestic models and a statutory mandate to close a widening digital equity gap. (TechTimes) -Bitcoin Community 1. Hobby-level miner bags $200K solo BTC block with budget Bitaxe rig: The miner was using a single Bitaxe mining rig, according to the BTC mining pool Public Pool. That @Bitaxe is a budget, lower-power Bitcoin miner that costs less than $200 sats and has a hashrate of about 1 terahash per second (TH/s), which is a tiny fraction of the global Bitcoin network. (CoinTelegraph) (AC-As the big miners continue to leave BTC mining for AI fortunes, smaller miners will pick up the slack and be rewarded.) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 22/100 (Down 6 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩