📷 BTC Daily Intelligence Bulletin (DIB) Block: 934,346 DTG/ICOD: 1200Z 30Jan2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Iran Under Pressure / Israel Opens Gaza-Egypt Crossing / S. Africa Expels Israel Dep. Ambassador / Kevin Warsh Nominated For US Fed Chair / Senate Deal Keeps Government Open For Now / Attempted Jailbreak of Mangione is Meme-Worthy / CLARITY Bill Moves Out of Committee / El Salvador Buys...Gold? / Bhutan Moves Bitcoin / Fidelity To Enter Stablecoin Market / Stocks Fall, Bitcoin Drops, Gold, Silver Drop / US Factory Orders Up / Ollama Decentralized AI Everywhere / Google Engineer Convicted For Stealing AI Secrets / Anthropic Tells Pentagon AI Ethics Parameters, DOW Not Happy Market Data: Price: 1 BTC= $82,546, 17.33 oz Gold, 4.162 BTC/Median US House 24hr Hi: $87,929/ Lo: $81,071 Volume: 82B (Up 96%) Mkt Cap: $1.65T (Down 6%) HashRate: .876 ZH/s Avg Fee Rate: 3.0 sats/vBtye (Down .8 sats) ---Reports--- -International Events- 1. Iran Warns of Consequences After EU IRGC Terror Designation: Iran threatened "hazardous consequences" after the EU designated its Revolutionary Guard as a terrorist organization, prompting Tehran to prepare for potential US military action. Protests in Iran continue amid a crackdown that has killed over 6,000, per human rights groups. (CNN) 2. Israel reopening Gaza’s border crossing with Egypt on Sunday after long closure: COGAT, the Israeli military body in charge of coordinating aid to Gaza, said in a statement that starting on Sunday a “limited movement of people only” would be allowed through the Rafah crossing, Gaza’s main gateway to the outside world. (AP) 3. South Africa declares Israel’s deputy ambassador persona non grata, orders him to leave country: The South African Foreign Ministry said that it was expelling Ariel Seidman, the charge d’affaires at the embassy, because of repeated official Israeli social media posts that insulted South African President Cyril Ramaphosa. (AP) (AC-Insulting the sitting president when you are an ambassador to that country is not so diplomatic.) -US Events- 1. President Donald Trump nominates Kevin Warsh as Fed Chair: The president confirmed his pick on Friday to replace the incumbent Jerome Powell when his term ends in May. Warsh's appointment his considered by some to be bearish for risk assets such as BTC given his emphasis on monetary discipline, which could mean higher real interest rates. (CoinDesk) (AC-Even though Warsh has dabbled in some 'crypto' projects in the past, his current proclivities are not clear. As a practiced central banker, control is most likely his default.) 2. Senate Strikes Deal to Fund Government, Averting a Shutdown: Senate Democrats and Republicans agreed to split the bill “funding the Department of Homeland Security (DHS) off from a ‘minibus’ package of five other major funding bills,” he Senate will instead move a stopgap bill known as a continuing resolution (CR) that would fund DHS at current levels until Feb. 13. The two sides had haggled over the length of the CR, with Democrats insisting on the two-week version that won out. (Breitbart) 3. Minnesota Man Impersonates FBI Agent in Failed Jailbreak of Alleged Assassin Luigi Mangione: The attempted jailbreak of Mangione allegedly occurred late Wednesday when 35-year-old Mark Anderson entered the Metropolitan Detention Center in Brooklyn, telling prison workers he had in his possession a court order mandating an unspecified prisoner’s release. When the guards asked Anderson to produce his credentials, he presented to them his Minnesota driver’s license while claiming to be “in possession of weapons,” (NBC/Brietbart) -Regulatory and Legal- 1. Crypto Market Structure Bill Advances Through Senate Agriculture Committee, No Democrats Vote In Favor: The U.S. Senate Agriculture Committee advanced its version of crypto market legislation in a 12-11 vote Thursday, marking a milestone in congressional efforts to finally legislate comprehensive crypto market structure rules. What comes next is a long and procedurally heavy road. The bill must be formally reported, placed on the Senate calendar, and then go through leadership scheduling decisions, potential filibusters, floor amendments, and a 60-vote cloture hurdle before it can pass the Senate with a simple majority. (BitcoinMag) -CBDCs/World Currencies/Strategic Reserves- 1. El Salvador Boosts Gold Reserves with $50 Million | 603 BTC Purchase Amid Bitcoin Strategy: This is only the second gold purchase made by the central bank since 1990 and follows a similar acquisition in September 2025, when El Salvador bought 13,999 troy ounces, also worth about $50 million | 603 BTC at the time. For El Salvador, the move marks a notable shift back toward a traditional reserve asset while continuing its parallel strategy of accumulating Bitcoin. (CoinPedia) 2. The Bhutanese government sent $8.31 million | 101 BTC worth of Bitcoin to QCP Capital: The Royal Government of Bhutan sent 100.82 $BTC worth $8.31M | 101 BTC to #QCP Capital and is likely to send more. (OnChainLLens) (AC-Don't forget that Bhutan mines Bitcoin, so there are valid reasons for occasional selling.) -Institutional Concerns- 1. Wall Street Giant Fidelity Enters Stablecoin Market: Fidelity Investments has entered the stablecoin market with the launch of the Fidelity Digital Dollar (FIDD), a U.S. dollar‑backed token issued on the Ethereum blockchain. Fidelity says the token is designed for both retail and institutional clients, offering real‑time settlement, 24/7 liquidity, and low‑cost treasury management. (BitcoinSensus) -Economic Indicators- 1. Stocks Fall and Bitcoin Crashes to $81K: Bitcoin fell to $81,000 triggering $1.68 billion in crypto liquidations with long positions accounting for 93% of losses. Stock futures declined 0.5-0.7% as investors await Trump’s Friday announcement for new Fed chair pick. (Blockonomi) (AC- Gold and silver also dropped about 10% each last night.) 2. US 10-Year Yield Rises on Warsh Bets: The yield on the 10-year US Treasury note rose nearly 5 basis points to above 4.27% on Friday, continuing this week’s upward trend amid speculation that President Donald Trump will nominate former Fed Governor Kevin Warsh as the next Federal Reserve chair. (TradingEconomics) 3. Wall Street Slips as Microsoft Shock Rekindles AI Valuation Fears: US stocks closed mixed on Thursday after a weak session, with the S&P 500 slipping 0.1% and the Nasdaq falling 0.5%, while the Dow edged 0.1% higher. Losses were driven by a sharp selloff in technology as investors reassessed AI related valuations amid a heavy slate of earnings. Microsoft sank 10% after flagging slower cloud growth alongside a surge in AI infrastructure spending. (TradingEconomics) 4. US Factory Orders Rise Most in 6 Months: New orders for US manufactured goods rose by 2.7% from the previous month to a seasonally adjusted $621.6 billion in November of 2025, rebounding from the revised 1.2% drop in the previous month, the sharpest increase in six months. (TradingEconomics) -Security Concerns- 1. Researchers Find 175,000 Publicly Exposed Ollama AI Servers Across 130 Countries: Ollama is an open-source framework that allows users to easily download, run, and manage large language models (LLMs) locally on Windows, macOS, and Linux. The fact that Ollama, like the recently popular Moltbot (formerly Clawdbot), is hosted locally and operates outside of the enterprise security perimeter, poses new security concerns. This, in turn, necessitates new approaches to distinguish between managed and unmanaged AI compute, the researchers said. (HackerNews) (AC-This threat vector is wound up in the ancient centralized-decentralized battle, with the immediate result of many first users applying these decentralized servers to more nefarious jobs. Look for centralizing overreach soon. Of course these tools can be used for good too.) 2. Former Google Engineer Convicted of Stealing AI Secrets for China: Linwei Ding has been convicted of economic espionage for siphoning Google’s trade secrets to China-based companies. Federal agents arrested Ding in March 2024, accusing him of stealing 500+ confidential AI files while secretly collaborating with China-based companies. Ding built his own AI startup in China, pitched investors on replicating Google’s tech, and applied to a Shanghai government talent program. (Decrypt) -Technology and Science- 1. AI Company Anthropic Refuses Pentagon Demand for Unrestricted Military Access to Claude: Anthropic is in a heated dispute with the U.S. Defense Department over how the military can use its Claude AI system. The conflict threatens to end a contract worth up to $200 million. Anthropic does not want Claude used for domestic surveillance or autonomous weapons targeting. The company requires human oversight for any weapons-related operations. Pentagon officials reject these restrictions. They say the military should be able to use commercial AI technology however it wants. The only requirement should be following U.S. law, not company policies. (Blockonomi) (AC-AI ethics will become a front and center issue in the coming years.) -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 1/100 (Down 10 pts) Analyst Comments (AC): Economic news is climaxing today with major corrections in most markets and the new Fed chair announced. Every situation has it's threats, obligations and opportunities. If one can look ahead with first principles and maybe a few steps ahead, there is opportunity today. Follow us on NOSTR: Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report