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BTC Daily Intelligence Bulletin (DIB)

Block: 926,138

DTG/ICOD: 1200Z 02Dec2025

Precedence: Routine (RR)

Controls: Public Release

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BLUF: Ukraine Talks Continue in Moscow / DR Congo, Rwanda to Sign Peace Deal / SECTREAS Opens Investigation into Minnesota Fraud / US Court Disqualifies Alina Habba / Coinbase Execs Sued For Insider Trading / Vanguard Lists Bitcoin ETFs / Strategy Builds a Moat / Silver Zooms / US Fed QT Ends / Stocks Hold / India To Install Cyber Control on Phones / AI Cracks Smart Contracts / Bitmain Crackdown Worries Miners

Market Data: Price: 1 BTC= $87,363, 20.76 oz Gold, .20 Median US House

24hr Hi: $87,578 / Lo: $83,578

Volume: 70B (Up 2%)

Mkt Cap: $1.74T (Up 2%)

HashRate: 1 ZH/s

Avg Fee Rate: 6 sats/vBtye (Up 500%)

---Reports---

-International Events-

1. Ukraine Talks: Russian President Vladimir Putin hosted U.S. envoy Jared Kushner in Moscow for discussions aimed at ending the Ukraine war, following recent progress in preliminary negotiations. The meeting focused on cease-fire terms, territorial adjustments, and NATO involvement, with both sides expressing cautious optimism but no immediate agreements announced. (BBC)

2. White House Says DR Congo, Rwanda To Sign Deal Thursday: President Donald Trump has been instrumental in brokering the peace agreement, hosting the leaders for the signing ceremony, which is expected to mark significant progress after over 30 years of conflict. (GroundNews)

-US Events-

1. Minnesota Fraud 'Explosion': Minnesota House speaker highlighted an explosion in social services fraud under Governor Tim Walz, costing the state significant funds. Investigations revealed Somali-linked scams totaling $1 billion. SECTREAS Scott Bessent announced today that the Treasury Department was investigating reports that Minnesota taxpayer funds “may have been diverted to the terrorist organization” Al-Shabaab.(Fox/Breitbart)

2. US appeals court rules former Trump lawyer Alina Habba disqualified as New Jersey prosecutor: After her interim appointment expired, the administration used a novel sequence of legal and personnel moves to keep Habba in office, but judges ruled the Federal Vacancies Reform Act barred her acting role as First Assistant U.S. Attorney. (GroundNews)

-Regulatory and Legal-

1. Coinbase C-Suite, Marc Andreessen Sued for Billions Over Alleged Insider Trading Scheme: A group of Coinbase stockholders has filed a lawsuit against the company’s leadership over an alleged yearslong scheme involving the insider trading of billions of dollars worth of company stock. (Decrypt)

2. US FDIC to propose GENIUS Act implementation framework this month: "The FDIC has begun work to promulgate rules to implement the GENIUS Act," Hill said in prepared testimony for a House Financial Services Committee hearing on oversight of prudential regulators. "We expect to issue a proposed rule to establish our application framework later this month and a proposed rule to implement the GENIUS Act’s prudential requirements for FDIC-supervised payment stablecoin issuers early next year." (TheBlock)

-CBDCs/World Currencies/Strategic Reserves-

NSTR

-Institutional Concerns-

1. Vanguard ETF Trading: Vanguard, the second-largest asset manager globally, announced it will permit trading of Bitcoin and other cryptocurrency-linked ETFs and mutual funds on its U.S. platform. The decision reverses prior restrictions and applies to select products meeting regulatory standards. (InvestorDaily) (AC-The option to buy Bitcoin ETFs is now live on the Vanguard website.)

2. Strategy new ‘last resort’ to sell Bitcoin could trigger on 15% dip – sets $1.4B cash reserve contingency: MSTR was prioritizing a $1.44 billion cash reserve and providing investors with detailed parameters for potential asset sales. This represents a pragmatic evolution of its treasury management that acknowledges current market constraints. (CryptoSlate)

-Economic Indicators-

1. Silver Breaks $58, Then Just Keeps on Going: Silver’s new high comes just over a month after a severe supply squeeze in the dominant silver trading hub in London last month, which sent prices soaring above levels in Shanghai and New York. (ZeroHedge)

2. US FED Injects $13.5B | 154,621 BTC in Liquidity Overnight as QT Ends: The US Federal Reserve (FED) injected $13.5 billion | 154,621 BTC into the banking system through overnight repurchase agreements as quantitative tightening (QT) ended on Monday. This marks the second-largest liquidity injection since the Covid pandemic. (CoinGape)

3. US Stocks Remain Subdued in Afternoon Trading: US stocks snapped five day win streaks at the start of December as the S&P 500 fell 0.4%, the Nasdaq eased 0.3% and the Dow declined 0.8% while caution dominated ahead of key economic releases this week including the delayed September PCE report and next week’s FOMC decision. (TradingEconomics)

-Security Concerns-

1. India orders phone makers to preload devices with state-owned cyber safety app: India’s telecoms ministry has privately asked smartphone makers to preload all new devices with a state-owned cybersecurity app that cannot be deleted, a government order showed, a move likely to antagonize Apple and privacy advocates. (TheGuardian)

2. AI agents pose immediate threat to smart contract security, Anthropic says: The company said in its latest report that it tested models including Claude Opus 4.5 and Claude Sonnet 4.5 in a mock blockchain environment on previously exploited smart contracts deployed after March 2025. Anthropic said the AI agents successfully exploited 17 of 34 test contracts, stealing $4.5 million | 51.53 BTC in simulated funds. (TheBlock)

-Technology and Science-

NSTR

-Bitcoin Community-

1. A US crackdown on Bitmain will leave miners scrambling as repair lines and deliveries seize up: The US government has opened a security review into Bitmain, the Beijing-based manufacturer that sells most of the world’s Bitcoin mining rigs. A months-long federal investigation, known internally as Operation Red Sunset, has been probing whether Bitmain’s machines can be remotely steered for spying or used to interfere with the American power grid. (CryptoSlate)

-Bitcoin Sentiment-

1. Fear(0)/Greed(100) Index: 24/100 (Down 4 pts)

Analyst Comments (AC): NSTR

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