⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 967,275 DTG/ICOD: 1200Z 16Sep2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Drone Downed Near Mecca / EU Wants Canada as Associate / Saudi Aramco Halts Europe Shipments / NBC Helo Down in LA / Sen. McConnell Returns With Memes / CLARITY Dies on Senate Floor / Deutsche Bank to Custody / Treasury Yields High, Stocks Down, All Eyes on Fed Market Data: Price: 1 BTC= $76,164, 17.96 oz Gold/1 BTC, 5.53 BTC/Median US House 24hr Hi: $79,568 / Lo: $76,666 Volume: $29B (Up 53%) Mkt Cap: $1.54T (Down 1%) Hashrate: .935 ZH/s Avg Fee Rate: 2.0 sats/byte (Down 1 sat) Daily Total ETF Inflow/outflow (last 24 hrs): - $450 M Relative Strength Index: 50 ---Reports--- -International Events- 1. Saudi-led coalition intercepts Houthi drone near Mecca: Saudi Arabia’s air defenses destroyed a Houthi drone south of Mecca on Tuesday evening before it entered restricted airspace over the holy city, according to coalition spokesman Maj. Gen. Turki al-Maliki. He described the security of Mecca and pilgrims as a “red line” and said it was the second such attempt after a 2017 ballistic missile. Houthis denied targeting Mecca. (Reuters) 2. EU Commission proposes Canada as first “associate member”: European Commission President Ursula von der Leyen, in her State of the Union address in Strasbourg with Canadian Prime Minister Mark Carney present, proposed opening the door for Canada to become the EU’s first associate member. She outlined an “Alliance for the Future” covering manufacturing, tech, defense, Arctic projects, energy, critical minerals, AI, and economic security, building on the existing CETA trade deal. (CBC) (AC-The effort to gloablize continues.) 3. Saudi Arabia Halts Crude Oil to Europe Until November: Saudi Aramco canceled late-September crude shipments to Europe and warned no supplies until November due to the pipeline shutdown after September 10 drone strikes and Red Sea risks. The Petroline, a vital bypass for 7 million barrels daily, stopped loadings at Yanbu port, which had minimal inventory left. Brent crude hit near $108 a barrel, with buyers like Poland's Orlen sourcing from the North Sea, US, and Kazakhstan; Saudi volumes shift to Asia amid the supply gap for import-reliant Europe. (X) -US Reports- 1. NBC Los Angeles news helicopter crashes, killing three: A NewsChopper4 helicopter operated for NBC4 and Telemundo 52 crashed in Chatsworth, Los Angeles, around 7 p.m. Tuesday while covering a fatal Metro bus collision, killing pilot George Marciniw, aerial reporter Eliana Moreno, and one person on the ground. The aircraft crashed into a parking lot near storage containers, catching fire; two others were hospitalized. (NBC/LAPD) 2. Mitch McConnell Returns to Senate in Wheelchair After Three-Month Absence: McConnell, recovering from a June fall at home that caused brief unconsciousness and mild pneumonia, cast votes on September 14 and told reporters he was not quite back to 100% but committed to physical therapy and key duties. Critics raised concerns about his fitness for office and called for term limits. (X) -Regulatory and Legal- 1. U.S. Senate fails to advance Clarity Act crypto bill: The Senate rejected a procedural cloture vote on the Clarity Act (H.R. 3633) by 49-50 (or similar tallies short of 60 votes needed), blocking advancement of the digital-asset market-structure legislation. Four Republicans joined Democrats in opposition; the bill would have clarified SEC/CFTC roles. It is effectively stalled ahead of midterms. (Reuters) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Deutsche Bank plans institutional crypto custody service: Deutsche Bank announced it will launch a digital-asset custody service later in 2026 for institutional and corporate clients in Europe (initially Germany), subject to regulatory approval. It will support Bitcoin, Ether, and selected stablecoins (USDC, EURC, EURAU), with the bank managing wallets and private keys. (Bloomberg) -Economic Indicators- 1. Fed Set to Raise Rates for 1st Time Since 2023: The Federal Reserve is expected to raise the target range for the federal funds rate by 25bps to 3.75%-4.00% in September 2026, marking the first rate hike since 2023. (TradingEconomics) 2.US 10-Year Treasury Yield Holds at 5%: The yield on the US 10-year Treasury note traded around 5% on Wednesday, remaining near its highest level since July 2007. (TradingEconomics) 3. US Stocks Drop as Yields Extend Surge: US stock indices closed lower on Tuesday under continued pressure from higher bond yields. The S&P 500 fell 0.4%, the Dow shed 328 points and the Nasdaq lost 0.6%. (TradingEconomics) -Security Concerns- NSTR -Technology and Science- NSTR -Bitcoin Community NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 51/100 (Down 18 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: 967,119 DTG/ICOD: 1200Z 15Sep2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Iran's Houthi Attacks Affecting Oil / Russian Drone Strike on Train Narrowly Missed VIPs / NATO Fighter Downs Drone Over Lithuania / SCOTUS Upholds Halt on Trump EO for Mail-in Ballots / US Admits Weapons in Space / EPA Repeals Power Emissions Rules / Binance-DOJ Seize Iranian Crypto / US Bitcoin Reserve Vote on Wednesday / CLARITY Vote Today / Strive Hits 25K BTC / Orange Juice Models Berkshire Holding Style With BTC / Yields at 20 Year High, Stocks Down on AI Doomers / Trump 'Likes' Flock / Swiss Bitcoin Pay Leaks Customer Data / Microsoft Attemps AI 'Ethics' Code of Conduct Market Data: Price: 1 BTC= $76,865, 17.96 oz Gold/1 BTC, 5.53 BTC/Median US House 24hr Hi: $79,568 / Lo: $76,666 Volume: $29B (Up 53%) Mkt Cap: $1.54T (Down 1%) Hashrate: .935 ZH/s Avg Fee Rate: 3.0 sats/byte (Up 1 sat) Daily Total ETF Inflow/outflow (last 24 hrs): + $159 M Relative Strength Index: 52 ---Reports--- -International Events- 1. Houthis seize 2 strategic Red Sea islands: Yemen’s Houthi rebels have seized the strategic islands of Greater and Lesser Hanish in the southern Red Sea, bolstering the Iran-backed rebels’ ability to control a key maritime shipping route. Meanwhile, repairs to a crucial Saudi Arabian oil pipeline that was struck in an attack last week could last three to five weeks, putting it mostly out of service, two regional officials said. China, a major Middle East oil importer, called Houthi attacks on Saudi energy infrastructure “unacceptable” and said that it was “deeply concerned” about further escalations by the rebels. (AP) (AC- It's interestig to see the varied consequences on the wider conflict here. Who is reeling the most from it? It could explain why the US has not fully contained the Iranian conflict.) 2. Russia’s drone strike near Ukraine-Poland border puts NATO neighbors on edge: The Russian drone strike that hit a train near Ukraine’s border with Poland as a group of former Western officials travelled out of the country is a clear escalation by Moscow. Ukraine’s railway network said it believes former CIA chief David Petraeus, former UK prime minister Boris Johnson and other dignitaries who were all nearby, either at the local railway station or on trains, were likely targeted. The immediate impact of Ukraine’s diplomatic commuter link being under attack is profound. The railway is the best method for heads of state or senior officials from Ukraine’s allies to get in and out of Kyiv, to show vital support, share the most sensitive intelligence, or discuss vital matters. (CNN) 3. NATO jets shoot down drone over Lithuania: The drone, which is believed to have entered Lithuanian airspace from Belarus, was shot down by an Italian fighter jet in between the cities of Vilnius and Kaunas. There have been no reports of casualties or damage. (DW) -US Reports- 1. SCOTUS blocks Trump administration mail-in ballot restrictions ahead of midterms: On September 14, the Supreme Court declined to lift a lower-court injunction blocking a US Postal Service rule that would have required states to submit voter lists and use agency-approved envelopes for mail ballots. The unsigned order stated the government was unlikely to succeed on the merits; Justices Alito and Thomas dissented. Voting by mail continues under prior processes. (SCOTUSBlog) 2. US confirms for first time it has deployed space weapons: Air Force Secretary Troy Meink confirmed the United States has deployed 'space-control weapons' into orbit, marking the first public acknowledgment of American weapon systems circling Earth. He defines 'space control' as actions to 'destroy, disrupt or degrade adversary space platforms' using kinetic or non-kinetic effects. (GroundNews) 3. EPA finalizes repeal of Biden-era greenhouse gas rules for power plants: On September 14, EPA Administrator Lee Zeldin announced the repeal of 2024 Carbon Pollution Standards for coal and gas plants, projecting over $300 billion in savings, and proposed rescinding remaining GHG standards under the Clean Air Act. The agency stated the prior rules exceeded authority and required undemonstrated technologies. (EPA) -Regulatory and Legal- 1. U.S. seeks to seize $61 million of crypto it claims are proceeds from Iranian petroleum sales to Chinese buyers: On Monday, the US DOJ filed a civil forfeiture claim seeking $61 million in Iranian oil proceeds allegedly laundered through the cryptocurrency exchange @Binance. Binance stated it cooperated with law enforcement and that its compliance program remains robust. (GroundNews) -CBDCs/World Currencies/Strategic Reserves- 1. The US Bitcoin reserve faces a crucial bipartisan test Wednesday: The American Reserve Modernization Act (ARMA) would put the federal government's Bitcoin reserve into law for the first time. But ahead of its first House committee vote on Sept. 16, the bill has attracted just one Democratic cosponsor, and he does not sit on the committee considering it. ARMA asks Congress to make Bitcoin a formal Federal Reserve asset and make the existing reserve harder for a future president to reverse unilaterally. H.R. 8957 enters Wednesday's House Financial Services markup with 23 cosponsors, according to the committee materials. Twenty-two are Republicans. The only Democrat is Maine Rep. Jared Golden, who does not sit on Financial Services. (CryptoSlate) -Institutional Concerns- 1. Strive's Bitcoin Stash Hits an Even 25,000 BTC After $36.6 Million | 470 BTC Buy: The asset manager funded the entire purchase through preferred stock, pushing SATA's notional value past $1 billion for the first time. (Decrypt) 2. A Bitcoin Berkshire Model: Orange Juice: Orange Juice, a firm launched by partners at ego death capital, is introducing a brand-new corporate strategy to the mix. Rather than acting as a financial engineering vehicle reliant on capital markets, Orange Juice plans to acquire profitable American businesses, hold them indefinitely, improve their operations, and direct part of their excess cash flow into a Bitcoin treasury. While the dominant model turns investor demand for credit securities into Bitcoin, @orangejuice_btc wants to turn sustainable operating earnings into Bitcoin. (BitcoinMag) -Economic Indicators- 1. US 10-Year Yield Hits Highest Since 2007: The yield on the 10-Year US Treasury note climbed above 5% on Tuesday, reaching its highest level since July 2007 as the global bond selloff intensified amid surging energy prices, mounting inflation risks and growing fiscal concerns. (TradingEconomics) 2. US Stocks Drop on Chipmaker Selloff: US equity indices closed lower on Monday, dragged down by a selloff in chipmakers. The S&P 500 fell 0.5% and the Nasdaq 100 dropped 0.8%, while the Dow shed 152 points. (TradingEconomics) -Security Concerns- 1. Trump Says He 'Likes' Flock Surveillance Cameras Amid Bipartisan Pushback: Speaking to reporters aboard Air Force One as he flew back from Ireland to Joint Base Andrews, Trump was asked whether he would back the automated license plate readers that police departments credit with cracking cases nationwide. "Yeah, I sort of like them because of that, because of law enforcement," he said. (Decrypt) 2. Swiss Bitcoin Pay Shuts Down Servers After Data Breach: Swiss Bitcoin Pay, a non-custodial bitcoin payment processor, said that it had to temporarily shut down its servers following a data breach on Monday. The Neuchâtel, Switzerland-based company said that user funds were safe but customer email addresses, bitcoin addresses and IBANs, transaction history, and hashed passwords were believed to be breached. (BitcoinMag) -Technology and Science- 1. Microsoft Unveils 'Humanist AI' Code of Conduct, Asks the Public to Poke Holes in It: Microsoft AI published a draft Code of Conduct on September 14 barring its AI models from assisting with certain weapons, cyberattacks, and nonconsensual deepfakes, opening a six-week public comment period through late October. The draft sets "Absolute Constraints" models can't be configured around, including never resisting shutdown and never concealing their reasoning, while leaving broader objectives like "Plural Values" open to interpretation. (Decrypt) -Bitcoin Community NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 69/100 (Up 12 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: 966,964 DTG/ICOD: 1200Z 14Sep2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Trump Asks Zelenskyy to Halt Diesel Strikes on Russia / Meeting on Hormuz Strait Postponed / Yemen Fighting Intesifies / Second Judge Halts Trump EO on Mail-In Ballots / DOJ Investigating Gov. Newsom / CLARITY Moving Foward For Vote / Third Measles Death in Pennsylvania / BRICS Wants End to US Empire / Another BTC Treasury Company Sells All / Yields Near 5%, US Deficit Falls Sharply, Consumer Sentiment Down / More Bitcoiner IDs Hacked From EU Firm Revolut / Most US Driver's Licenses Leaked / Calls for AI Slowdown Increase Market Data: Price: 1 BTC= $77,803, 18.13 oz Gold/1 BTC, 5.53 BTC/Median US House 24hr Hi: $78,306 / Lo: $76,367 Volume: $19B (Up 45%) Mkt Cap: $1.56T (Up 1%) Hashrate: .935 ZH/s Avg Fee Rate: 2.0 sats/byte (Up 1 sat) Daily Total ETF Inflow/outflow (last 24 hrs): - $13 M Relative Strength Index: 56 ---Reports--- -International Events- 1. Trump urges Ukraine to halt strikes on Russian diesel facilities: U.S. President Donald Trump stated on Sunday in Ireland that he had spoken with Ukrainian President Volodymyr Zelenskyy and called for an end to attacks on Russian diesel-producing infrastructure, saying the strikes were causing a global diesel shortage. U.S. average diesel prices had reached a record above $6 per gallon. (Reuters) 2. Diplomacy stumbles as meeting on Hormuz between Iran and Gulf states is postponed: Oman cites need for ‘consensus’ as Iran says countries will coordinate future date for planned Monday meeting; Trump again predicts war will end around midterms. (TimesofIsrael) 3. Fighting in Yemen intensifies, and Houthis launch more attacks on Saudi Arabia: The Yemeni government vowed to send more forces to the Red Sea coast and one official conceded a “painful” defeat last week when Houthis captured the port city of Mokha and an island on the Bab el-Mandeb Strait, a crucial shipping alternative to the Strait of Hormuz. The escalation — especially Houthi attacks on Saudi oil infrastructure and its shipping in the Red Sea — adds pressure on global oil supplies and prices, and that could give Iran leverage in its war with the United States. (AP) -US Reports- 1. Second federal judge freezes Trump mail-ballot order: A federal judge in Washington, D.C., issued an order freezing President Trump’s executive order limiting mail voting for the midterms; a prior order from another judge is already before the U.S. Supreme Court. Election officials stated the new requirements could not be implemented before November. (AP) 2. DOJ Criminal Probe of Gavin Newsom Looking at Benefactors Who Pay for His Travel: “The records requested by this subpoena are for use in a criminal investigation pending in the Eastern District of California,” according to one of the subpoenas seen by the Standard. Investigators reportedly want to scrutinize communications with members of the Protocol Foundation’s board, some who are also Newsom’s closest advisers and confidantes. (Breitbart) -Regulatory and Legal- 1. Trump agrees to ethics provisions in Clarity Act crypto bill: President Donald Trump agreed to roughly 80% of a bipartisan ethics proposal for the Digital Asset Market Clarity Act, including restrictions on federally elected officials and spouses issuing digital assets and a role for state attorneys general in enforcement, according to Republican senators. An updated bill text was released ahead of a scheduled Senate procedural vote. (AP) 2. Pennsylvania reports third measles-related death: Pennsylvania health officials reported an unvaccinated woman died from measles-related complications, the state’s third such death in less than three weeks amid an ongoing outbreak. (AP) -CBDCs/World Currencies/Strategic Reserves- 1. BRICS summit 2026: What are the key takeaways? The 11-member bloc, which accounts for 40% of global GDP, avoids condemning US-Israel war on Iran, showing divisions within the group. BRICS reiterated its “commitment to strengthening multilateralism and multipolarity”. Putin called for greater representation for Asia, Africa and Latin America on the UNSC and argued that the shift towards a multipolar world was being resisted by established powers. Xi said BRICS countries should help steer the international order towards greater “equity and justice”, while Modi called for the Global South to move from being a rule-taker to a “rule-shaper”. (AlJazeera) (AC-The BRICS phenomena is not a new effort in the historical study of global economics and a component of the transitionary portion of Global Hegemonic Stability Theory (HST). It is questionable if Pax Americana is at the transition period now and certainly questionable if a BRICS consortium is ready to assume global standing. It is still a very interesting present study in narrative and power development for future watchers.) -Institutional Concerns- 1. Another public company has abandoned its Bitcoin treasury after selling the last 764 BTC: The battery technology company KULR sold about 764 Bitcoin between Aug. 20 and Sept. 11 for roughly $58.6 million in gross proceeds, according to a regulatory filing. The transactions were completed at a weighted average price of about $76,633 per Bitcoin. (CryptoSlate) -Economic Indicators- 1. US 10-Year Yield Hovers at Multi-Year Highs: The yield on the US 10-year Treasury note stood around 4.96% on Monday, remaining near its highest levels since October 2023. (TradingEconomics) 2. US Budget Deficit Narrows in August: The US government posted a $167 billion budget deficit in August 2026, narrowing from a $345 billion shortfall a year earlier and well below forecasts for a $404 billion gap. (TradingEconomics) 3. US Consumer Sentiment Falls as Inflation Expectations Rise: The University of Michigan’s consumer sentiment index fell to 47.8 in early September 2026, down for a second co month and well below market expectations of 51.0. (TradingEconomics) -Security Concerns- 1. Revolut Leaks Passports, Bitcoin Transaction Histories to Fake Government Request: The fintech company fulfilled a fraudulent information request sent from a government agency's own email domain, exposing ID documents and full crypto transaction histories for a "limited" number of users. ZachXBT said the breach appeared to target high-net-worth users, raising "wrench attack" concerns amid a wave of similar leaks. (Decrypt) 2. IDScan confirms breach after hackers offer 153 million driver’s license scans for sale: Identity verification firm IDScan said hackers obtained customer data held in its cloud platform following recent reports connecting the company to a database breach exposing scans of some 153 million driver’s licenses. “The types of information contained within the affected data may include full names and driver’s license or other government-issued identification numbers.” (RecordedFuture) (AC-This is approximately 63% of all US licenses based on simple calculations.) -Technology and Science- 1. Anthropic CEO calls for paced AI development: Anthropic CEO Dario Amodei published an essay on Saturday urging a slowdown in frontier AI capabilities advancement, citing risks including recursive self-improvement and potential internet-scale damage from uncontrolled agents within 6–12 months. He outlined a three-step plan starting with independent evaluators inside companies; OpenAI’s Sam Altman and others publicly agreed on the need for pacing. (NYTimes) -Bitcoin Community NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 57/100 (Down 4 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: 966,502 DTG/ICOD: 1200Z 11Sep2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Houthis Targeting Key Strait / Tienanmen Vigil Organizers Sent to Prison / SECSTATE Trip to S. America Draws Questions / 9/11 Commemorations Held in DC and NYC / NAVSEC Says Bahrain Hit Hard / Bitcoin ATMs Banned in Albuquerque / CLARITY Act Revised For Dems / Bitcoin Theft Ringleader Pleads Guilty / BRICS Meet in India, Goals Divide / Blockstream Refuses Ransom Demand / UST Yields High. Stocks Drop, Housing Sales Drop / Anthropic Releases AI Misuse Report, Scary / Deepseek Eerily Similar to Astra, 98% Cheaper / 9/11 Was a Unifying Wakeup, What Happened Since? Market Data: Price: 1 BTC= $76,911, 17.74 oz Gold/1 BTC, 5.43 BTC/Median US House 24hr Hi: $77,895 / Lo: $76,470 Volume: $29B (Up 3 %) Mkt Cap: $1.54T (Down 1%) Hashrate: .936 ZH/s Avg Fee Rate: 1.0 sats/byte (Even) Daily Total ETF Inflow/outflow (last 24 hrs): - $282 M Relative Strength Index: 54 ---Reports--- -International Events- 1. Yemen's Houthis reach strategic island at mouth of vital shipping lane: Yemen's Iran-aligned Houthis on Friday reached the strategic island of Perim in the Bab el-Mandeb Strait, four Yemeni ‌government sources told Reuters, potentially tightening their grip on one of the world's vital shipping routes. If the Houthis gain full control of the Bab el-Mandeb Strait, on the opposite side of the Arabian Peninsula from the Strait of Hormuz, it could give their backer Iran a critical advantage in the war with the U.S., reducing supplies through a second major transit corridor and sending oil prices surging. (Reuters) 2. Hong Kong’s Tiananmen vigil organizers handed lengthy prison terms: Three key organizers behind what used to be the only large-scale public commemoration for the 1989 Tiananmen Square massacre on Chinese soil will spend years in prison for inciting subversion in Hong Kong after judges handed down their sentence on Friday. (CNN) 3. Rubio’s Latin America tour triggers backlash: Over three days, Rubio visited Colombia, Ecuador and Peru: all led by right-wing presidents — two of them recently elected — who came to power promising to combat crime and work closely with the United States. Two of the three presidents — Ecuador’s Daniel Noboa and Colombia’s Abelardo de la Espriella — are also U.S. nationals. In Peru, U.S. Ambassador Bernie Navarro is a longtime friend and fundraiser of Rubio’s, and the Peruvian foreign minister is a former spokesperson for the U.S. Embassy in Lima. (Politico) (AC-Seeming to be a US vassal is not the same as actually being one, unless it is. Most likely, the critics are strong socialists/statists.) -US Reports- 1. Trump absent as New York marks 25 years since 9/11 with first Muslim mayor: New York on Friday marks the 25th anniversary of the September 11, 2001 attacks, with President Donald Trump set to attend a ceremony at the Pentagon while Vice President JD Vance and four former presidents join commemorations at Ground Zero, where victims’ relatives will read the names of those killed. (France24) 2. Acting Navy Secretary Says Iran 'Blew the Hell Out of' U.S. Base in Bahrain: Acting Navy Secretary Hung Cao admitted Iranian forces "blew the hell out of" the U.S. Navy's 5th Fleet base in Bahrain, marking a rare senior official acknowledgment of extensive damage to the installation. Cao told The Epoch Times that the Iranian strike left American forces unable to "pull in" the USS Abraham Lincoln, which remained at sea for months due to the damage. (GroundNews) -Regulatory and Legal- 1. Albuquerque Bans Bitcoin ATMs, Giving Operators 45 Days to Remove Them: District 1 Councilor Stephanie Telles, who co-sponsored the measure with District 7 Councilor Tammy Fiebelkorn, said 90% of crypto ATM transactions in Albuquerque are tied to fraud. "No one who legitimately exchanges or transmits virtual currency uses these kiosks, because the high fees make them a ripoff," Telles said in a press release. (Decrypt) 2. Senate Republicans Release Revised Clarity Act Ahead of September 15 Vote: “This updated Clarity Act text reflects bipartisan hard work over August—specifying when decentralized-in-name-only DeFi protocols must register with the CFTC and limiting the DeFi provisions to spot and cash transactions, in response to Native American concerns about prediction markets,” Lummis wrote on X, adding that the new version contains over 100 changes requested by Democrats. (Decrypt) 3. Ringleader of $245M Crypto Theft Pleads Guilty: Malone Lam, 22, a Miami resident from Singapore, on Tuesday admitted his role as ringleader of the international crime group which stole 4,100 bitcoins — worth over $230 million at the time — to fund a life of luxury. Lam and others hacked databases to steal crypto users’ information and con them into providing user logins and private keys. (BitcoinMag) -CBDCs/World Currencies/Strategic Reserves- 1. Emerging Powers Seek an Alternative to the West, but War Divides Them: Leaders of China, Russia, India and other BRICS club nations meet in New Delhi this weekend, but wars and soaring energy prices threaten to undermine unity. The summit of BRICS nations brings together countries like China, Russia, Brazil and India that share an interest in reducing the world’s dependence on Western institutions. But it also includes countries like the United Arab Emirates, a U.S. security partner that has come under attack by Iran, a fellow BRICS member. The coalition expanded in recent years to include Egypt, Ethiopia, Iran, the Emirates and Indonesia. Ten other nations joined as so-called partner countries. But as a group, they have struggled to agree on a clear common objective. (NYTImes) -Institutional Concerns- 1. Blockstream refuses ransom demand after recovering 85% of stolen BTC from Liquid Network exploit: Blockstream just drew a line in the sand. After recovering roughly 3,400 BTC from the 4,000 BTC drained from its Liquid Network federation wallet on September 6, the company announced on September 11 that it will not pay a ransom for the remaining 598.5 BTC, worth approximately $47 million. (CryptoBriefing) -Economic Indicators- 1. US 10-Year Yield Holds at Near 3-Year High: The yield on the 10-year US Treasury note climbed to around 4.97% on Friday, scaling its highest levels since October 2023 after the US Treasury Department’s first expanded buyback operation resulted in weaker-than-expected purchases.(TradingEconomics) 2. US Stocks Pressured by Higher Yields: US stock indices closed lower on Thursday as a surge in oil and fuel prices lifted Treasury yields and weighed on corporate margins. The S&P 500 fell 0.6%, the Nasdaq lost 1.1%, and the Dow shed 316 points. Producer prices jumped 0.4% month-over-month in August as the war in Iran lifted wholesale energy prices. (TradingEconomics) 3. US Existing Home Sales Fall as Expected: Existing home sales in the United States fell by 2.0% from the previous month to a seasonally adjusted annualized rate of 3.98 million units in August of 2026, aligned with market expectations. It follows a 1.7% decline in the previous months. (TradingEconomics) -Security Concerns- 1. Anthropic details bad actors’ efforts to misuse its AI for bioweapons: Criminals, state-sponsored groups, spyware vendors, scientists and propagandists have attempted to use Anthropic’s powerful artificial intelligence models to design missiles and bombs, create deadly pathogens and surveil dissidents, according to a threat intelligence report the company published on Thursday. “We’re publishing this work because we believe we have a responsibility to disclose malicious misuse of our services.” Anthropic said it banned these accounts. The company did not reveal the names of the research institutions or the countries where the misuse took place, saying it was uncertain of the researchers’ intent. (TheGuardian) -Technology and Science- 1. DeepSeek's New Model Nearly Matches GPT-6 Astra on Design—at 1.4% of the Cost: OpenDesign put 13 AI models through the same design tasks. DeepSeek V4.1 Flash landed a point and a half behind GPT-6 Astra and roughly 70 times cheaper. (Decrypt) (AC-So obvious copying and undercutting is just standard practice now, apparently in most business domains, not just AI and software. Do customers care? How secure is the data?) -Bitcoin Community NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 56/100 (Down 13 pts) Analyst Comments (AC): On this 25th anniversary of the 9/11 hijacking and attack on the twin towers in NYC, it is useful to explore where America has journeyed as a society, nation and people. The united purpose following 9/11 was a rare time relative to the division we've experienced since. The violence of hatred seems not to only have struck at our unity at the time, but now seems to have even infected our own culture since. The reflection of this 25-year path should give us pause before we continue down the path of increasing division, which will certainly end in more violence. Find common ground and engage. Respect each other as God's creations. Speak truth, fight evil when necessary, and love each other with a love not your own. 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: 966,354 DTG/ICOD: 1200Z 10Sep2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Houthis Target Shipping Strait / Ukraine Drones Hit Siberian Oil Facility / Trump Promises $5K Dividend For Americans / US Census Looks to Drop Non-Citizens / Charlie Kirk Memorial Today in Utah / Germany Looks to Tax Crypto Gains / SECTREAS Weighs in on CLARITY / Iran Using BTC, ETH for Sanction Go-Around / Yields High, Dollar Down, Stocks Drop / Trezor Email Hacked / Wrench Attack in Mexico Turns Grizzly / Chinese Hackers Using Chrome Malware / Apple Unveils Flip Phone / AI Researcher Raises Extinction Alarm / Steak N Shake Booming From Bitcoin Market Data: Price: 1 BTC= $77,876, 17.78 oz Gold/1 BTC, 5.43 BTC/Median US House 24hr Hi: $79,655 / Lo: $77,693 Volume: $28B (Up 3 %) Mkt Cap: $1.5T (Down 2%) Hashrate: .936 ZH/s Avg Fee Rate: 2.0 sats/byte (Up 1 sat) Daily Total ETF Inflow/outflow (last 24 hrs): - $120 M Relative Strength Index: 57 ---Reports--- -International Events- 1. Yemen's Houthis close in on stranglehold over strategic Bab el-Mandeb Strait: Yemen's Iran-aligned Houthis seized control of the historic port city of Mocha on Thursday, four Yemeni government military sources said, gaining further leverage over the Bab el-Mandeb Strait, one of the world's most important shipping routes. It is one of the world's most important routes for crude oil and fuel from the Gulf bound for the Mediterranean via the Suez Canal. (Reuters) 2. Drones Hit Russia's Gas Hinterland in Northern Siberia for the First Time: An industrial facility caught fire in Novy Urengoy, a gas-producing city in northern Russia, following the first such drone attack on the country's natural gas hinterland. Novy Urengoy is Russia's unofficial gas capital, located in the Yamal-Nenets autonomous district in northwestern Siberia. (MoscowTimes) -US Reports- 1. Trump pledges $5,000 | 0.06 BTC “Trump dividend”: At the Republican midterm convention in Dallas on September 9, President Trump stated that if Republicans retain control of both the House and Senate in November, he would issue a $5,000 dividend to every adult US citizen, to be spent in the United States and potentially funded partly by tariffs. He compared it to prior “warrior dividends” and urged voters to “pretend I’m on the ballot.” The proposal would cost over $1 trillion based on adult population estimates. (WSJ) 2. US census overhaul proposals: The Trump administration advanced proposals for the 2030 census that would exclude certain non-citizens without green cards from counts used for congressional apportionment and remove questions on race, ethnicity, and sexual orientation. (NYTimes) 3. One year after Charlie Kirk was assassinated on a Utah college campus, the organization he built is returning to the place where he was killed: Utah Valley University has canceled classes today as Turning Point USA gathers on campus for "Freedom Built to Last," a memorial honoring Kirk and the movement he spent years building among young Americans. (Fox) -Regulatory and Legal- 1. German Finance Ministry Drafts 25% Tax on Crypto Gains From 2027: Germany would tax profits on crypto sales at a flat 25% regardless of how long the asset was held, under a draft bill from Vice Chancellor and Finance Minister Lars Klingbeil. The law would take effect on January 1, 2027, and apply only to crypto bought from that date. Anything acquired earlier stays under today's rules, so anyone already holding Bitcoin keeps the exemption. (Decrypt) 2. US Treasury Secretary Scott Bessent ‘Strongly Urges’ Senate To Pass Clarity Act: U.S. Secretary of the Treasury Scott Bessent urged lawmakers to move forward with the crypto Clarity Act when they return from recess next week. (BitcoinMag) -CBDCs/World Currencies/Strategic Reserves- 1. Cut off From Global Finance, Iran Turns to Bitcoin and Tether: According to reports, cryptocurrency use in Iran is not fringe but a working trade-settlement rail. Tehran is quietly moving funds across these digital rails using bitcoin (BTC) and tether (USDT) to undermine financial sanctions. (BitcoinCom) -Institutional Concerns- NSTR -Economic Indicators- 1. US 10-Year Yield Holds at Near 3-Year High: The yield on the 10-year US Treasury note traded around 4.85% on Thursday, hovering at its highest level since October 2023 after the Treasury Department announced plans to buy back up to $6 billion in longer-term debt, three times the usual amount. (TradingEconomics) 2. Dollar Steadies Ahead of Key Inflation Data: The dollar index held around 98.8 on Thursday, pausing its recent decline as investors awaited key inflation figures that could shape the Federal Reserve’s next policy decision. (TradingEconomics) 3. Wall Street Slips on Higher Yields: US stock indices closed lower on Wednesday as higher yields weighed on corporate margins and consumer demand. The S&P 500 fell 0.5%, the Nasdaq lost 0.3%, and the Dow shed 405 points. (TradingEconomics) -Security Concerns- 1. Bitcoin Wallet Maker Trezor Says Hackers Breached Its Email Provider: Hardware wallet maker Trezor warned users Wednesday that hackers breached its third-party email provider and used it to distribute a phishing email disguised as a critical security warning. “Please be aware that the email named ‘Critical Security Alert: STM32 Entropy Vulnerability’ is not coming from us, and it’s a phishing attempt. Do not click on any link,” Trezor wrote on X. (Decrypt) 2. Mexican Musician and Family Killed Over Bitcoin Cold Wallet Believed to Hold Millions: Prosecutors allege the suspects entered Meléndez’s home searching for a cold wallet they believed held “million-dollar amounts in Bitcoin.” Meléndez, his pregnant wife, their three-year-old daughter and a domestic worker were killed. The couple’s six-year-old son survived. Two men have been arrested, with prosecutors alleging one offered the other 2 million pesos, or about $118,000, if they obtained the crypto. (Decrypt) 3. Multiple Chinese hacking groups seen using identical Chrome zero-day exploit: At least four cyber-espionage groups, most linked to Chinese state intelligence, have been using the same previously unknown Google Chrome vulnerability in attacks beginning late August and continuing into this week. The effort is to compromise Chrome browsers and deploy malware against U.S. defense contractors, NGOs and Southeast Asian government agencies. (RecordedFuture) -Technology and Science- 1. Apple unveils first foldable iPhone Duo: At its September 9 event, Apple announced the iPhone Duo, its first foldable smartphone with a 5.4-inch outer display and 7.6-inch inner Retina display (passport-style form factor), A20 Pro chip, dual 48MP cameras, IP68 rating, and under-display selfie camera; starts at $1,999. (TechCrunch) (AC-$2K for a phone?) 2. Ex-Anthropic Researcher Warns AI Could End Humanity by Decade's End: After four months at Anthropic and three years total at OpenAI and Anthropic, Jacob Coxon accused both labs of rushing toward self-improving superintelligence without enough safeguards, calling it a gamble with human lives. Anthropic's Alignment Science Lead Evan Hubinger backed him, estimating over a 10% chance of AI killing all humans in the next decade, though he noted current models pose low risk. (X) -Bitcoin Community 1. Steak ‘n Shake Says Sales Grew Double Digits Since Bitcoin Adoption: Writing on its X account (@steaknshake) Tuesday, the Indianapolis, Indiana-based company said since accepting the largest cryptocurrency, it has achieved double-digit same-store sales growth. It added: “And this quarter has been extraordinary, with franchise-partners same-store sales gaining 19%.” (BitcoinMag) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 69/100 (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: 966,207 DTG/ICOD: 1200Z 09Sep2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: US Sinks 5 Iranian Tankers / US-Canada Tariff War Escalates / Krakatoa Erupts, Closing Airports / DOJ Asks SCOTUS To Intervene on Activist Judge Over Voter Rolls / Missouri Rulings Confuse Congressional Race / Mid-Term GOP Convention Held in Dallas / Block Applies For Bank Charter / UK Doubles Down on Crypto Transactions / Miners in Mexico Steal Electricity / Lummis Pushes CLARITY / Strive Adds More BTC / Oil Over $100 a Barrel, Stocks Down, Yields Up, Housing Shaky / Police Warn Over Meta Glasses / Lloyd's Now Insures Multi-Sig Custody Market Data: Price: 1 BTC= $79,568, 18.05 oz Gold/1 BTC, 5.43 BTC/Median US House 24hr Hi: $79,737 / Lo: $77,635 Volume: $28B (Down 7%) Mkt Cap: $1.59T (Up 1%) Hashrate: .936 ZH/s Avg Fee Rate: 1.0 sats/byte (Even) Daily Total ETF Inflow/outflow (last 24 hrs): - $46 M Relative Strength Index: 62 ---Reports--- -International Events- 1. U.S. military destroys five Iranian oil tankers: USCENTCOM stated that forces destroyed five Iranian crude oil tankers (M/T Kaviz, Charminar, Horizon 1, Riesco in the Gulf of Oman; M/T Derya near Kharg Island) on Sept. 8 after Iran’s IRGC twice attempted ballistic missile strikes on a U.S. Navy warship over two days. Crews were directed to abandon ship beforehand; one vessel sank. No U.S. personnel were harmed. Iran responded with missile launches toward a U.S. base in Jordan (most intercepted) and claimed attacks on vessels in the Strait of Hormuz. (AP) 2. U.S. bans certain Canadian imports amid trade escalation: President Trump signed proclamations under Section 338 of the Tariff Act of 1930 banning imports of specified Canadian alcoholic beverages (including beer, wine, spirits), certain dairy products (e.g., whey), molasses, non-alcoholic beer, and motorcycles effective Sept. 29, 2026. The action followed Canada’s retaliatory tariffs on about $20 billion in U.S. goods taking effect Sept. 8. Additional 50% tariffs were adjusted on other Canadian products. (Reuters) 3. Indonesia reopens Jakarta airport as Anak Krakatau volcanic ash clears: Indonesia has reopened its main airport in Jakarta and four others that had been closed due to volcanic ash from a series of eruptions at Mount Anak Krakatau. Anak Krakatau began emerging a century ago from the area previously occupied by Krakatau. The older volcano destroyed itself in mass eruptions in 1883, which killed more than 36,000 people after triggering a series of tsunamis. (CNN) -US Reports- 1. Trump Asks SCOTUS to Permit Voter Verification System Ahead of Midterms: President Donald Trump’s Department of Justice (DOJ) is asking the Supreme Court of the United States to intervene to allow the government to use an updated verification system, known as the SAVE program, to remove foreign nationals and other ineligible voters from state voter rolls. (Breitbart) 2. Dueling Court Rulings Leave Missouri’s Congressional Races in Chaos: Conflicting court orders issued on the same day threw the congressional elections in Missouri into chaos on Tuesday, two months before an election in which a handful of races could decide control of the House. Taken together, the dueling court orders left Missouri where it began, with no agreement about which congressional map should be in effect in November and no immediate route to resolving that question. (NYTimes) 3. Republicans gather in Dallas for two-day midterm convention billed as a ‘Trump-a-Palooza’: The convention, which is part rally and part fundraiser, comes as Republicans try to boost enthusiasm heading into the midterms’ final stretch despite Trump’s low approval ratings. (AP) -Regulatory and Legal- 1. Jack Dorsey's Block joins rush for federal bank charters from OCC: The payments company said on Tuesday it filed an application with the Office of the Comptroller of the Currency to establish an uninsured national trust bank called Builders Bank & Trust, N.A. If approved, Builders Bank would provide custody and other fiduciary services, including for bitcoin and stablecoins. (TheBlock) 2. UK Crime Agency Warns of 'Innovative Use' of Crypto by Launderers: Criminals are making "innovative use of crypto asset products to evade detection and move illicit value at scale," Britain's National Economic Crime Centre, a National Crime Agency unit coordinating the country's response to economic crime, a report said yesterday. (Decrypt) (AC-This is the second scorching govenment report is as many days to malign all crypto transactions. This is obviously a clarion call to throttle crypto transactions throughout the EU as it considers rules to control them.) 3. Mexico Seizes 300 Crypto Mining Rigs Wired Into a Hydroelectric Dam: Mexican federal prosecutors, the Navy and Puebla state police have seized 300 mining machines from a property in the Sierra Norte that was drawing electricity illegally from a federal hydroelectric complex. Alongside the rigs, officers took transformers, medium-voltage terminals and working satellite internet antennas from the site in Tlaola. (Decrypt) (AC-If you're going to mine, don't steal the electricity.) 4. Lummis Blasts Democrats Ahead of Clarity Act Vote — But Adds Bill Can Get Passed: Writing on X on Tuesday, the pro-crypto lawmaker responded to an article from Semafor that reported Republican senators saying the bill was likely to fail when the senate returns next week. Lawmakers were hoping a crucial vote on the long-awaited crypto market structure bill would go ahead in August before their five-week recess. But it was delayed and the Senate will now vote on it next week. (BitcoinMag) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Strive adds 1,375 bitcoin as SATA approaches 'billion-dollar' milestone: Strive acquired another 1,375 bitcoin for approximately $109 million last week, bringing its total holdings to 24,531 BTC as the company continues its push up the rankings of public bitcoin treasuries. The BTC was purchased at an average of $79,281 per bitcoin. (TheBlock) -Economic Indicators- 1. Brent Tops $100 As Gulf Conflict Escalates; UBS Warns US-Iran "Off-Ramp Remains Elusive": Brent crude futures topped $100 a barrel for the first time since July as US strikes on Iranian oil tankers and renewed attacks on Saudi energy infrastructure and a US base in Jordan suggested to UBS energy specialist Dominic Ellis that a "US-Iran off-ramp remains elusive." (ZeroHedge) 2. US 10-Year Yield Rises to 3-Year High: The yield on the 10-year US Treasury note rose past 4.8% on Wednesday, the highest since October of 2023. (TradingEconomics) 3. US Mortgage Applications Fall Most in 1 Month:The volume of mortgage applications in the US fell by 2.7% in the first week of September, the sharpest decline in a little over one month, while the average contract rate for a 30-year fixed mortgage in the US rose to 6.85% in the week ended September 4, its highest level since June 2025. (TradingEconomics) 4. US Stocks Fall Amid Rising Energy Prices: US stock indices closed lower on Tuesday as higher energy prices dented the outlook for corporate margins and increased the risk of higher interest rates. Traders are also awaiting key inflation data due later this week. The S&P 500 fell 0.6%, the Nasdaq lost 0.3%, and the Dow shed 628 points. (TradingEconomics) -Security Concerns- 1. US Police Fear Meta Glasses Are Watching Them Back: Police forces across the U.S. are warning each other that Meta's camera-equipped glasses are being used to record inside jails and police facilities. NYPD described Ray-Ban Meta glasses as a "security and counterintelligence" threat and telling officers to inspect all eyewear allowed into inmate cells. Covert recording inside a facility could expose "cell layouts, camera placements, or officer patrol/site protection routines," it warned. (Decyrypt) -Technology and Science- NSTR -Bitcoin Community 1. CoinCorner Launches Lloyd’s-Insured Multisig Bitcoin Vault with AnchorWatch: British bitcoin exchange CoinCorner has debuted a multisig BTC custody service that splits control of customer keys between the Isle of Man exchange and its US partner AnchorWatch — with holdings insured by Lloyd’s of London. The service charges 1.5% a year and is pitched at owners who want cold-storage security without managing hardware themselves. (BitcoinMag) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 66/100 (Down 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: 966,071 DTG/ICOD: 1200Z 08Sep2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Houthis Attack Saudi Arabia / Russia-DPRK Road Opens / Germany's AfD Win Surprises / Canadian Tariffs Take Effect / Amazon Cargo Plane Overruns Runway at Miami, Kills 5 / Narco Boat Sunk in Pacific / Mideast Crypto Traffic Triples / Irish Gangs Hide Crypto Keys in Vaults / Bitcoin Volatility At ATL / Strategy to Buy Back More STRC / Yields Still High, Small Biz Optimism Drops / Liquid Network Hacked, Paused / LG TVs Spying on You / China All-In on Humanoid Robots for Warfare / Tesla Cybercab Debuts in Austin / Coldcard Hacker Moving BTC Market Data: Price: 1 BTC= $78,285, 17.85 oz Gold/1 BTC, 5.48 BTC/Median US House 24hr Hi: $79,636 / Lo: $78,171 Volume: $30B (Up 31%) Mkt Cap: $1.57T (Down 1%) Hashrate: .957 ZH/s Avg Fee Rate: 1.0 sats/byte (Down 1 sats) Daily Total ETF Inflow/outflow (last 24 hrs): + $174 M Relative Strength Index: 59 ---Reports--- -International Events- 1. Houthi attacks on Saudi Arabia ignite fires at oil facilities and wound 73 people: A wave of Houthi attacks on Saudi Arabia Tuesday wounded more than 70 people and ignited fires at several oil facilities and utilities in the kingdom's southern region, authorities said, a major escalation in the renewed conflict between an important U.S. ally and the Iranian-backed rebels in Yemen. The attacks early Tuesday hit "civilian and economic facilities" in the Saudi cities of Abha, Jazan, Najran and Khamis Mushait. The southern region houses major oil facilities, including a 400,000-barrel-per-day oil refinery in Jazan, which is one of Saudi Arabia's largest. (NPR) 2. Russia and North Korea open the first road link across shared border: North Korea only shares a 17-kilometer border with Russia, a tiny part of its porous northern border that stretches more than 1,400 kilometers and is mostly shared with China. But Pyongyang and Moscow have hailed the bridge’s opening as yet another key moment in their booming ties. (AP) 3. Far-right AfD wins Saxony-Anhalt state election: In the September 6 Landtag election in the German state of Saxony-Anhalt, Alternative for Germany (AfD) received 43.8% of the vote and 39 of 83 seats, short of an absolute majority. Turnout reached 77.8%. Chancellor Friedrich Merz’s CDU rules out coalition with AfD. (BBC) (AC-For context, the AfD is also very pro-Bitcoin.) 4. Canadian retaliatory tariffs on U.S. goods take effect: Effective 12:01 a.m. EDT September 8, Canada imposed counter-tariffs of 15%, 25% and 50% on approximately CA$27.6 billion (US$19.9–20 billion) of U.S. imports covering more than 700 products, including steel, aluminum, dairy, appliances, agricultural equipment, electronics, furniture and clothing. (CanGov) -US Reports- 1. At least 5 dead after Amazon cargo plane barreled off runway at Miami airport: Yesterday, Air Flight 7598, a Boeing 767-300 operating for Amazon Prime Air, overran Miami International Airport's diagonal runway and struck multiple vehicles near the northwest perimeter, catching fire. A full ground stop was announced at MIA, disrupting operations airport-wide. (GroundNews) 2. US forces sink narco-refueling station linked to Ecuadorian cartel in Pacific: Forces with Joint Task Force Western Hemisphere (JTFWH) interdicted the refueling vessel used for "at-sea drug trafficking operations" in the Eastern Pacific Ocean, U.S. Southern Command (SOUTHCOM) said. (Fox) -Regulatory and Legal- 1. Middle East Crypto Activity Triples to $350 Billion Amid Ongoing Conflicts: The Iran conflict is pushing a growing share of regional capital into digital assets as investors seek to preserve wealth and move money during disruption, according to the Bitcoin Policy Institute. Annual MENA blockchain transactions reached an estimated $350 billion by 2025–2026, up from about $100 billion in 2022. (Decrypt) 2. Irish Gangs Are Renting Private Vaults to Hide Crypto Keys: Ireland’s Criminal Assets Bureau says gangs store crypto wallet seed phrases and private keys in rented vaults alongside cash, watches and passports. The committee is preparing Ireland for EU rules due next summer that will ban cash transactions above €10,000 and require businesses to identify anyone spending €3,000 or more in cash. (Derypt) (AC-This report is a self-reporting from a police study, which is actually speculating on the contents of the vaults, at a time when the EU is preparing rules for crypto transfers. Suspect, for sure.) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Bitcoin volatility remains historically low, driven by long-term holders refusing to sell: Bitcoin’s 30-day realized volatility has fallen to the 1.5th percentile as of early September 2026. To put that in perspective, Bitcoin has been less volatile than this only 1.5% of the time in its entire history. The culprit isn’t some exotic macro force or regulatory crackdown. It’s the people who bought Bitcoin and simply refused to let go. (CryptoBriefing) 2. Strategy doubles preferred stock repurchase authorization to $2 billion: Strategy on Monday reported that its Bitcoin holdings remained unchanged at approximately 845,050 BTC as of Sept. 7. The company also disclosed increasing the authorization for its digital credit securities repurchase program from $1 billion to $2 billion. During the same period, the company repurchased 1.81 million STRC shares for $176.3 million, funded with USD Cash. (CryptoBriefing) -Economic Indicators- 1. US 10-Year Treasury Yield Highest Since 2023: The yield on the US 10-year Treasury note topped 4.8% on Tuesday, the highest since October 2023, as traders returned from a long weekend to a week packed with key economic data that could help shape expectations for the Fed’s next moves. (TradingEconomics) 2. US Small Business Sentiment Deteriorates: The US NFIB Small Business Optimism Index fell to 98.7 in August 2026 from 99.8 in July and below forecasts of 99.3. (TradingEconomics) 3. Week Ahead - Sep 7th: Signs of tanker traffic through the Persian Gulf will be monitored after the outbreak of strikes between Iran and the US, prolonging the shock to energy supply from the region. The US will publish consumer and producer inflation rates, the last major releases before the Federal Reserve's September decision. Other key data includes Michigan consumer sentiment and existing home sales.(TradingEconomics) -Security Concerns- 1. Liquid Network Bitcoin sidechain security incident: On September 6, approximately 4,000 BTC (roughly $320 million at the time) was withdrawn from Blockstream’s Liquid Network federation wallet via a vulnerability in the Elements software that allowed invalid L-BTC tokens to be processed through a peg-out. No federation private keys were compromised. On September 7–8 the actors, identifying as white-hats, returned 3,400 BTC after a patch was confirmed; approximately 598 BTC remains outstanding. Network remains paused. (CoinDesk) 2. Your LG TV Might Still Be Listening to You—Even When It Looks Like It’s Off: A Gamers Nexus investigation found LG sets scanning every device on a home network and capturing microphone audio with the screen off, four months after LG promised Texas regulators it had cleaned up its tracking. Researchers muted a TV's main microphone through the settings menu, then pulled a usable recording off a second, hidden microphone the mute switch never touches. So much for the mute switch. (Decrypt) -Technology and Science- 1. China Accelerates Military Research on Humanoid Robots: China's defense establishment is accelerating research and procurement of humanoid robots for military use after reviewing more than 100 procurement notices, studies and patents. The PLA is testing and acquiring humanoids and urging lab‑to‑training transfer, but Reuters found no evidence of armed humanoids in operational units. Chinese manufacturers account for roughly 95 per cent of global humanoid shipments in 2025.(Reuters) 2. Tesla Cybercab Carries Paying Passengers in Austin Robotaxi Debut: @Tesla launched public rides in its purpose-built Cybercab robotaxi on September 4, 2026, in Austin, Texas, featuring a minimalist two-seater cabin with scissor doors, a 22-inch screen, and no driver controls. The innovative manufacturing uses colored plastic panels to cut emissions by 35 percent and aims for one vehicle every 10 seconds, targeting $25,000-$30,000 prices and rides at 30-40 cents per mile—far below Uber or Lyft rates. (X) -Bitcoin Community 1. Coldcard exploiter moves 45% of funds stolen from 'Wave 3' attacks: The attacker has been moving the stolen coins in size order, largest first. Galaxy said ranks 1-11 are already moved, while the next 10 untouched vaults hold 30.81 BTC, and the smaller vaults (ranks 61-293) hold 33.77 BTC combined. (TheBlock) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 69/100 (Down 2 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: 965,472 DTG/ICOD: 1200Z 04Sep2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Nepal Rescuers Find 2 Alive / Argentina Escalates Falklands Dispute / Norway Seizes Russian Research Ship / Missouri Court Blocks Redistricting Effort, Dems Happy / ICE Arrests 50K in August / Diesel Prices at ATH / BTC ETFs Strong Inflow / Perpetual Contracts Blossom / Yields Steady, Stocks Up, Mortgage Rates High / FL Cracks Down on Flock / More Trezor Customer Data Hacked / Utah Targets VPNs / OpenAI Astra Released, Near AGI / Luke Dashjr Opines On Bitcoin Market Data: Price: 1 BTC= $81,235, 18.17 oz Gold/1 BTC, 5.31 BTC/Median US House 24hr Hi: $82,262 / Lo: $77,849 Volume: $43B (Up 74%) Mkt Cap: $1.63T (Up 4%) Hashrate: .932 ZH/s Avg Fee Rate: 2.0 sats/byte (Up 1 sats) Daily Total ETF Inflow/outflow (last 24 hrs): + $730 M Relative Strength Index: 72 ---Reports--- -International Events- 1. Nepal flood rescue operations: Rescuers in Nepal pulled two workers alive from a tunnel at the Trishuli 3A hydropower project nine days after flash floods triggered by a glacier collapse on August 26. The death toll has exceeded 1,200 with thousands still missing, including foreign nationals; search efforts continue with international teams using heavy machinery and helicopters. (AP) 2. Argentina’s Milei escalates Falklands dispute, seizing on Trump comments and oil tensions: Argentine President Javier Milei escalated his country’s dispute with Britain over the Falkland Islands on Thursday, vowing new measures to halt an oil project near the British-controlled archipelago and praising U.S. President Donald Trump for saying Washington could reconsider its neutral stance on the islands’ sovereignty. The Argentine leader announced sweeping actions aimed at stopping the development of the deep-sea Sea Lion oil project, about 220 kilometers (140 miles) north of the islands. (AP) 3. Tensions Between Moscow And Europe Continue To Escalate. Norway Just Seized a Russian Ship: Norway seized a Russian research vessel over a compensation claim won by an Ukrainian energy firm, according to a new report. The Professor Molchanov was taken off the Norwegian Arctic archipelago of Svalbard. It is aimed at enforcing a compensation claim won by an Naftogaz over the seizure of assets following Moscow's annexation of Crimea in 2014. The claim called for compensation of $4.22 billion. Russian President Vladimir Putin has threatened to retaliate for such actions. (IBTimes) -US Reports- 1. Missouri supreme court blocks congressional maps backed by Trump for midterms: The ruling could save the House seat of longtime Democratic U.S. Representative Emanuel Cleaver. His Kansas City-based district had been dismantled under the redrawn map. The decision marked a setback for Republicans in a national redistricting battle, as Republicans had hoped Missouri’s new congressional boundaries could help them win an additional seat and hold on to their slim House majority in the midterms. (TheGuardian) 2. US ICE immigration arrests: US Immigration and Customs Enforcement reported 50,925 arrests in August 2026, described by DHS as a monthly record and the third co record month. (AP) 3. U.S. Retail Diesel Prices Hit Record High as Global Supply Tightens: U.S. diesel prices hit a record $5.85 a gallon for the first time, while international benchmark Brent crude trades at more than $95 a barrel amid the 6-month war with Iran. (GroundNews) -Regulatory and Legal- NSTR -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Bitcoin ETF inflows: US spot Bitcoin ETFs recorded approximately $731 million in net inflows on September 3, the largest single day since mid-January, led by BlackRock’s IBIT with about $454 million. (TheBlock) 2. From Bitcoin to oil, perpetual contracts are breaking into American financial markets: CryptoQuant data shows that global crypto perpetual-futures volume reached about $61.7 trillion in 2025, up 29% from the previous year, while spot trading totaled $18.6 trillion over the same period. The CME case could shape how much of that activity US exchanges can pursue through the CFTC's futures framework. (CryptoSlate) -Economic Indicators- 1. US 10-Year Yield Holds Retreat: The yield on the US 10-year Treasury note held around 4.76% on Friday after pulling back from three-year highs, as traders reduced bets on a Federal Reserve rate hike this month. (TradingEconomics) 2. US Stocks Gain as Treasury Yields Retreat: US stock indices closed higher on Thursday as bond yields halted their recent surge, supporting credit-sensitive sectors. The S&P 500 rose 1.1%, the Dow gained 624 points, and the Nasdaq advanced 1.2%. (TradingEconomics) 3. US 30-Year Mortgage Rate Rises to 6.71%: US 30-year fixed mortgage rates averaged 6.71% as of September 3rd, 2026, up from 6.66% a week earlier and 6.50% a year ago. (TradingEconomics) -Security Concerns- 1. Gov. Ron DeSantis: Imagine the Tyranny if Flock Was Widespread During Coronavirus Lockdowns: Americans should imagine the tyranny that would have reigned if Flock Safety surveillance cameras were widespread during the coronavirus lockdowns, Florida Gov. Ron DeSantis (R) said this week, calling for legislation “that will protect Floridians from allowing the state to turn into some type of digital prison, digital surveillance state where somebody knows everything about what you’re doing every day of the week.” (Breitbart) 2. 67,000 More Trezor Customers Exposed as Data Breach Widens: Trezor said Friday that another 67,000 U.S. customers were caught in the ShipMonk breach it disclosed last month. The records cover orders placed between November 2019 and August 2021, and include names, phone numbers and home addresses. (Decrypt) -Technology and Science- 1. Utah Becomes First State to Target VPNs in Age-Verification Crackdown: Utah is testing new ground in the digital rights battle, becoming the first state to directly target VPN use for age verification. The state will now require websites that host adult material to verify visitors’ ages even when VPNs hide their location, putting operators on the hook for determining whether users are physically inside the state. (Decrypt) 2. OpenAI Releases GPT-6 Astra: The Closest AI Model Yet to AGI: OpenAI on Thursday released GPT-6 Astra, a model president Greg Brockman called a "generational leap in capability" and the arrival of artificial general intelligence, or AGI. “Welcome to the AGI era,” he said, after introducing the company’s most-capable model to date. (Decrypt) -Bitcoin Community 1. Your Exchange Is Selling ‘Fake Bitcoins,' Says the Bitcoin Knots Developer: Bitcoin Knots developer Luke Dashjr says major exchanges now sell fake bitcoins, days after the Bitcoin hard fork split his BLAKE2b chain from the network. He blames platforms that skipped running their own full nodes. Meanwhile, the rest of the market treats his chain as dead. (BeInCrypto) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 73/100 (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: 965,308 DTG/ICOD: 1200Z 03Sep2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Spanish Government in Turmoil Over Ceuta Invasion / Iran Launches Missiles At Kuwait, Jordan, UAE / Chevron to Lead Oil Investments in Venezuela / Minneapolis Shooting Kills 2, Injures Cops / Trump Signs Stopgap Funding / Constitutional Admendment On SCOTUS Justices Fails / NYC Bans AI For Kids / FBI Intercepts Crypto Bound For Hamas / New US Bank Effort for Joint Stablecoin / Bitcoin-Gold Correlation Up / Billionaire Salinas Continues Bitcoin Push Online / Standard Chartered Opens Bitcoin Trade in UAE / Job Cuts Up, Stocks Bump, Yields Steady / Microsoft Exchange Hacked for Many / Drone Warfare on Logistics Supply Chain In High Demand Market Data: Price: 1 BTC= $78,019, 17.54 oz Gold/1 BTC, 5.53 BTC/Median US House 24hr Hi: $78,163 / Lo: $76,572 Volume: $25B (Down 18%) Mkt Cap: $1.56T (Even) Hashrate: .902 ZH/s Avg Fee Rate: 1.0 sats/byte (Down 3 sats) Daily Total ETF Inflow/outflow (last 24 hrs): + $101 M Relative Strength Index: 67 ---Reports--- -International Events- 1. Spanish government in turmoil as Ceuta crisis deepens: There is a sense of growing chaos at the heart of the government in Madrid this morning after a leaked police report suggested the Ceuta border crisis, which saw over 80,000 migrants cross into the Spanish enclave, was planned and steered by Moroccan authorities and designed to violate the Spanish border under the guise of a migratory wave. (EuroNews) 2. Iran targets Kuwait in retaliation for US bombardments: Iran fired at Kuwait on Thursday as part of its retaliation for U.S. bombardments earlier in the week. It came after U.S. allies Bahrain and Jordan said their air defense systems also intercepted several Iranian air attacks Wednesday. (AP) 3. US oil giant Chevron confirms it will expand operations in Venezuela: Oil giant Chevron confirmed that it will expand operations in Venezuela after President Donald Trump announced an ambitious deal to develop the nation’s oil reserves and give the Pentagon a stake in the profits. The company plans to invest more than $7 billion | 89,926 BTC over the next five years, with the goal of more than doubling its current production to about 600,000 barrels a day. (AP) -US Reports- 1. Minneapolis: At Least Six People Shot, Including Two Officers: Officers confronted a barrage of gunfire, their vision clouded by a haze, as they responded to a shooting at a Minneapolis apartment building Wednesday that left at least two people dead and injured multiple others, officials said. The shooter, who officials have not yet named, was also confirmed dead, officials said. Peterson said police “were familiar with who this individual was.” (CNN/Various) 2. Trump signs stopgap funding bill into law, temporarily avoiding shutdown: On Wednesday, President Donald Trump signed a funding bill to avert a government shutdown, extending current spending through December 11 and keeping federal agencies operating beyond October 1. (GroundNews) 3. Democrats sink Republican bid to cap Supreme Court at nine justices: Democrats in the U.S. House of Representatives defeated ​a constitutional amendment on Wednesday to permanently cap the Supreme Court at nine justices, voting against a Republican proposal designed ‌to make the court's conservative majority a campaign issue ahead of November 3 elections. The measure failed 212-206, far short ​of the necessary two-thirds majority to pass in the House. Republicans control 218 seats in the House, compared with 214 held by ​Democrats. Even had the measure passed, it faced long odds in the U.S. Senate and would have needed ⁠to then be ratified by 38 of the 50 U.S. states. (Reuters) -Regulatory and Legal- 1. NYC Public Schools Impose One-Year AI Moratorium Through 8th Grade: New York City’s DOE announced a one-year moratorium on student-facing generative AI for 2-K through eighth grade for the 2026-27 school year, covering about 600,000 students. It bans chatbots and AI tutors, exempts assistive tech and English learners, permits limited teacher use for planning, plus grade-based screen-time caps. (GroundNews) 2. FBI Seizes $560K in Crypto Bound for Hamas, Takes Over Fundraising Sites: The FBI seized about $560,000 in cryptocurrency allegedly intended for the Al Qassam Brigades. Agents took control of domains and servers linked to AlQassam.(ps). The FBI obtained information on thousands of people who contacted Hamas about donating. (Decrypt) -CBDCs/World Currencies/Strategic Reserves- 1. Goldman Sachs, BofA Among 21 Banks Planning Joint Dollar Stablecoin Launch: Twenty-one of the world's largest financial institutions committed Tuesday to build a company that will issue a U.S. dollar stablecoin. Goldman Sachs, Bank of America, and Citi anchor the group, according to a joint statement. The banks want the token used across wholesale, institutional, and retail markets, with cross-border payments and digital asset settlement as the first applications. (Decrypt) -Institutional Concerns- 1. Bitcoin-gold correlation hits six-year high, but analysts question whether equity decoupling will last: Bitcoin’s correlation with gold reached its highest level since 2020 at the end of August, Bitwise data shows. Glassnode is less convinced by bitcoin’s recent divergence from U.S. equities, saying similar moves during bond selloffs have previously been short-lived. (TheBlock) 2. Mexican Billionaire Ricardo Salinas Tells People To Escape Fiat Inflation With Bitcoin: This time, the third richest man in Mexico told his followers that “fiat inflation is a hidden tax,” and the way to hedge against it was to buy bitcoin. Salinas, the former chairman of home appliance and electronics retailer Grupo Elektra and Banco Azteca founder, told his followers to opt out and start protecting their savings. The billionaire posts on X almost daily to millions of followers, and criticizing central bank money creation is one of his recurring themes. Earlier this year admitted he had increased his allocation in the asset from 10% to 70% of his portfolio. (BitcoinMag) 3. Standard Chartered launches Bitcoin, Ether spot trading for UAE institutions: Standard Chartered has rolled out deliverable spot trading in Bitcoin and Ethereum for institutional clients in the UAE, making it the first global systemically important bank to provide the service in the Gulf market. (CryptoBriefing) -Economic Indicators- 1. US Job Cuts Rise in August: US-based employers announced 52,881 job cuts in August 2026 compared to 33,429 in July. However, the figure is down 38.5% compared with the same month last year and represents the lowest August month since 2022. (TradingEconomics) 2. US 10-Year Yield Pulls Back From 3-Year High: The yield on the 10-year US Treasury note traded around 4.78% on Thursday after pulling back from three-year highs. (TradingEconomics) 3. US Stocks Rebound on Big Tech Gains: US stock indices closed higher on Wednesday, rebounding as heavyweight technology stocks posted gains. The S&P 500 rose 0.5%, the Nasdaq gained 0.2%, and the Dow added 295 points. (TradingEconomics) -Security Concerns- 1. Microsoft Exchange Exploit Requires No Password: 22,000 Servers Exposed: A weaponized, credential-free exploit for CVE-2026-62911 is publicly available on GitHub, and Shadowserver Foundation's daily scans flagged 21,899 unpatched Exchange servers worldwide as of August 31, 2026. Every one of those servers hands an attacker unauthenticated access to every mailbox it hosts. A substantial fraction cannot be patched at all: organizations still running Exchange 2016 or 2019 without enrollment in Microsoft's paid Extended Security Update program have no supported patch path. (TechTimes) -Technology and Science- 1. Ukraine's Drone Warfare Devouring 4% Of Global Germanium Demand As China Chokes Supplies: BMO analyst George Heppel noted that the Russia-Ukraine war is expected to account for more than 4% of global germanium demand this year, with an estimated 15 million drones set to be deployed in an environment where China has weaponized critical materials supply chains, given its control of much of the space. "Our analysis suggests that gallium, germanium and NdFeB magnets are the most important enablers of drone warfare, with gallium and germanium (alongside heavy rare earths) also being vital components required for counterdrone systems." (ZeroHedge) -Bitcoin Community NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 65/100 (Up 2 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: 965,033 DTG/ICOD: 1200Z 01Sep2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Nepal Rescuers Focus on 500 in Tunnels / Two Saudi Tankers Hit in Hormuz / PM Modi Asks Putin to End Ukraine War / US Army Secretary Departs / USPS Chaffes Agaist Trump Ballot EO / Feds Shut Down 110 Truck Driving Schools / NK Hackers Wash Crypto / Strategy, Strive Resume BTC Buying / Yields At 19 Month Highs, Stocks Drop, Logistics Slow / Texas Halts Flock Funding / South Korea Gives AI Access to All / Saylor's Essay Supports Self-Custody and Institutional Custody Market Data: Price: 1 BTC= $77,925, 17.78 oz Gold/1 BTC, 5.48 BTC/Median US House 24hr Hi: $79,247 / Lo: $77,727 Volume: $30B (Up 6%) Mkt Cap: $1.56T (Even) Hashrate: .914 ZH/s Avg Fee Rate: 4.0 sats/byte (Up 3 sats) Daily Total ETF Inflow/outflow (last 24 hrs): + $216 M Relative Strength Index: 67 ---Reports--- -International Events- 1. Rescuers comb through mud and debris as Nepal-China floods leave more than 1,000 dead: Rescue teams with search dogs combed through mud, rocks and debris Tuesday in Nepal and China looking for thousands of people still missing after catastrophic flooding tore through communities across the Himalayas, leaving more than 1,000 dead. In Nepal, rescuers were racing to reach hundreds of workers believed to be trapped inside tunnels at hydropower projects damaged by the floods. About 900 workers are missing from 12 projects, with roughly 500 believed to be trapped in tunnels. (AP) 2. Two tankers carrying Saudi oil attacked in Strait of Hormuz: Two supertankers carrying Saudi ​oil were struck by unknown projectiles within minutes of each other while ‌transiting outbound through the Strait of Hormuz late on Monday (Reuters) 3. Indian Prime Minister Modi asks Putin to end Ukraine war amid U.S. tariff threat on Russian oil: Indian PM Narendra Modi urged Russia to end the Ukraine war and for a cessation of hostilities. India’s reliance on Russian crude has risen sharply as the Iran war has caused a global energy shortage. Later this month, the Graham bill, which proposes up to 100% tariffs on countries buying Russian oil, will move to the U.S. House for final approval. (CNBC) -US Reports- 1. U.S. Army Secretary Resignation: Army Secretary Daniel P. Driscoll submitted his resignation to President Trump on August 31, 2026, after approximately 18 months in the role. The White House confirmed the departure, stating Driscoll advanced readiness and lethality efforts and assisted in Russia-Ukraine negotiations. Reports indicate prior tensions with Defense Secretary Pete Hegseth, including over personnel decisions. (WSJ) 2. USPS whistleblower says system for Trump mail ballot rules could fail at multiple points: The US Postal Service effort to develop a sweeping new system for verifying mail ballots has invited a host of IT concerns among agency officials, with some describing the process internally as a “sh*t show,” according to a new whistleblower report released Tuesday by a Democratic senator. Those procedures will make an already complicated and risky plan even more vulnerable to potential mass disenfranchisement, the whistleblower says. (CNN) (AC-This is not quite the definition of a whistleblower, but more of an internal activist, unhappy with the EO.) 3. Federal officials shutting down hundreds of truck driving schools combatting fraud: The Federal Motor Carrier Safety Administration removed more than 110 Entry-Level Driver Training providers from its registry and launched investigations across 40 states. Those probes exposed widespread compliance problems, including missing records, unlicensed instructors, and extreme violations—such as a fraudulent training school whose supposed classroom instruction took place inside a school bus parked in the back of a trailer. (Fox) -Regulatory and Legal- 1. North Korean Crypto Activity on Hyperliquid: Blockchain data reviewed by Arkham shows wallets linked to North Korea’s Lazarus Group sold more than $30 million in bitcoin on the Hyperliquid decentralized derivatives platform over the prior three weeks. Proceeds were converted to ether and Solana, then transferred to exchanges including Kraken, LBank, and KuCoin. (CoinDesk) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Strategy Resumes Bitcoin Purchases: Strategy purchased approximately $370 million in bitcoin in the prior week, ending a roughly two-month pause in acquisitions. (CoinDesk) 2. Strive Adds $143 Million in Bitcoin: The Nasdaq-listed asset manager paid an average of $79,431 per coin, lifting its total stash to 23,156 BTC amid a wave of renewed treasury buying. (Decrypt) -Economic Indicators- 1. US 10Y Bond Yield Hits 19-month High: US 10 Year Government Bond Yield increased to 4.80%, the highest since January 2025. Over the past 4 weeks, US 10 Year Note Bond Yield gained 11.30 basis points, and in the last 12 months, it increased 52.90 basis points. (TradingEconomics) 2. US Logistics Sector Slows for 2nd Straight Month in August: The US Logistics Managers’ Index fell for a second co month to 66.6 in August 2026, from 68.9 in July, pointing to the slowest growth in the logistics sector in six months. (TradingEconomics) 3. US Stocks Fall as Rising Oil Prices Fuel Inflation Fears: US stock indices closed mostly lower on Monday as higher oil prices added to inflation risks and reinforced expectations of a Federal Reserve rate hike. The S&P 500 fell 0.3%, the Nasdaq edged down 0.1% and the Dow shed 374 points. (TradingEconomics) -Security Concerns- 1. Texas Halts State Funding for Flock Cameras: Texas Governor Greg Abbott ordered state agencies to pause funding for Flock Safety AI-powered license-plate reader cameras. A Texas Tribune investigation found a state agency had directed at least $30 million from a $1 auto-insurance fee (intended for catalytic converter theft prevention) toward installing thousands of the cameras. (TexasTribune) -Technology and Science- 1. South Korea Will Give Every Citizen Free AI Access With Unlimited Tokens: South Korea plans to give its entire population free access to premium generative AI under a programme called "AI for All." Three tech consortia will provide the services, and the government will split up to 512 Nvidia B200 chips between them. Around two-thirds of South Koreans have tried AI and roughly 23 million use generative tools regularly. (Decrypt) -Bitcoin Community 1. How Saylor’s $2 billion capital loop is quietly rewriting the rules of Bitcoin ownership: Michael Saylor recently published an essay arguing that institutional custody and securities can expand Bitcoin without eliminating self-custody. Saylor's “The Bitcoin Reformation” defines sovereignty as the ability to choose among direct ownership and transparent institutional claims. Saylor describes self-custody as a vital exit right and a check on intermediaries. He rejects turning that right into an obligation for every person and institution. (CryptoSlate) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 69/100 (Up 7 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