BTC Daily Intelligence Bulletin (DIB)
Block: 896,665
DTG/ICOD: 1200Z 14May2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: US Lifts Syria Sanctions / US-Saudi Deal Announced / Gaza Faces Starvation / Columbia Joins Chinas Belt and Road / US Judge Indicted on Harboring Charges / Trump's Alien Enemies Invocation Upheld in Court / US Senators Push for Corporate Tax Exemption on Digital Asset Holdings / Trump's Crypto Ties May Be Hurting Legislation / Largest One-Day Bitcoin Exodus From Exchanges in 2025 / Twenty-One Company Prepares to Play / Dollar Down, Stocks Up / Another Wrench Attack in France Draws Attention / Alabama Gov Offices Under Cyberattack / AI Helping Those Who Use It / OP_RETURN Battle Foremost For Bitcoiners
Market Data: Price: 1 BTC= $104,072, 32.23 oz Gold, .24 Median US House
24hr Hi: $104,997 / Lo: $102,895
Volume: $51 (Down 11%)
Mkt Cap: $2.06T (Up 1%)
HashRate: 856 EH/s
Avg Fee Rate: 2 sats/vBtye (Down 50%)
---Reports---
-International Events-
1. Trump Lifts Syria Sanctions, Secures $600 Billion Saudi Deal: President Trump announced the U.S. will lift long-standing sanctions on Syria and secured a $600 billion investment commitment from Saudi Arabia during a Gulf tour focused on economic partnerships. (Reuters)
2. Some IDF officers warn Gaza could face starvation in weeks without new aid: Some officers in the Israeli military have concluded that Gaza could face widespread starvation if the delivery of food aid is not restored in the coming weeks, The New York Times reported on Tuesday, citing three Israeli defense officials familiar with conditions in the Strip. Israel cut off aid to Gaza on March 2, following the collapse of a hostage-ceasefire release deal, amid an effort to pressure the Hamas terror group into releasing more captives. (TimesofIsrael)
3. Colombia Joins Belt And Road Initiative As China Courts Latin America: Colombia's foreign ministry hailed the agreement as a "historic step that opens up new opportunities for investment, technological cooperation, and sustainable development for both countries". China has surpassed the United States as the biggest trading partner of Brazil, Peru, Chile and other Latin American nations, and two-thirds of countries there have signed up to Chinese leader Xi Jinping's Belt and Road infrastructure drive. (IBTimes)
-US Events-
1. Federal grand jury indicts Milwaukee County Judge Hannah Dugan: The FBI arrested Dugan on federal obstruction charges last month, after they alleged she helped an undocumented migrant avoid immigration agents who were trying to arrest him after his appearance in her courtroom. The indictment claims that Judge Dugan directed immigration agents to leave the location of the planned arrest and go to the Chief Judge's office, and instructed Ruiz and his attorney to exit the courtroom through a non-public jury door. (WISN)
2. Judge upholds Trump's authority to deport criminal migrants under Alien Enemies Act: A federal judge on Tuesday said the Trump administration can invoke the Alien Enemies Act (AEA) to deport criminal illegal immigrant members of the Venezuelan Tren De Aragua gang, but that it has not given adequate prior notice to those subject to removal, before those deportations can take place, which would allow possible due process and habeas legal challenges. (Fox)
-Regulatory and Legal-
1. U.S. Senators Request Treasury Exemption for Unrealized Crypto Gains from CAMT: Senators Lummis and Moreno propose exempting unrealized crypto gains from Corporate Alternative Minimum Tax (CAMT). FASB’s 2023 accounting rule requires fair value reporting of digital assets, creating potential tax burden on unrealized gains. (Blockonomi)
2. Trump’s crypto influence scrutinized as stablecoin legislation stalls in Congress: Trump’s deepening ties to crypto projects are raising ethical questions as regulation efforts stall. The president’s memecoin and stablecoin connections have complicated bipartisan talks on digital asset laws. (TheBlock) (AC-This issue highlights the subversive nature of memecoins and altcoins in relation to Bitcoin's transparency.)
-CBDCs/World Currencies/Strategic Reserves-
NSTR
-Institutional Concerns-
1. Bitcoin ETFs Cling to Inflow Momentum With $5 Million Net Gain: Bitcoin ETFs marked their fourth straight day of inflows, narrowly holding ground with a $5 million net gain led solely by Blackrock’s IBIT. (BitcoinCom)
2. $1B Bitcoin exits Coinbase in a day as analysts warn of supply shock: On May 9, Coinbase saw 9,739 Bitcoin, worth more than $1 billion, withdrawn from the exchange — the highest net outflow recorded in 2025. “In 2025 alone, corporations have bought four times more Bitcoin than all US spot Bitcoin ETFs combined, which is crazy,” he said. “We’re close to 200,000 Bitcoin already, which is the annual supply of new Bitcoin.” (CoinTelegraph)
3. Bitcoin Treasury Company Twenty One Has $459M in BTC Coming via Tether: Tether purchased nearly $459 million worth of Bitcoin for Twenty One's treasury, to be sold at the same price post-merger. The new Bitcoin company, formed by Tether, Bitfinex, Cantor Fitzgerald, and SoftBank Group, plans to launch with over 42,000 Bitcoin. (Decrypt)
-Economic Indicators-
1. Dollar Holds Decline as Inflation Cools: The US dollar index hovered around 100.9 on Wednesday, after falling nearly 1% in the previous session, pressured by weaker-than-expected inflation data that signaled only a limited impact from President Donald Trump’s tariffs. (TradingEconomics)
2. S&P Turns Positive for 2025, Nvidia Fuels Tech Gains: Wall Street extended its rally on Tuesday as easing US-China trade tensions and softer inflation data boosted investor confidence. The S&P 500 closed 0.7% higher, reclaiming positive territory for 2025, while the Nasdaq 100 jumped 1.6%, driven by a sharp rebound in chipmakers.(TradingEconomics)
-Security Concerns-
1. French interior minister to meet with crypto businesses after recent kidnappings: On Tuesday, the daughter and grandson of a French cryptocurrency entrepreneur narrowly escaped a kidnap attempt by armed men in central Paris. The Interior Ministry meeting is scheduled for Friday, officials said. (LeMonde)
2. Alabama says ‘cybersecurity event’ could disrupt state government services: Alabama’s governor said the state is responding to a “cybersecurity event” and is advising residents to be patient with any disruptions to government website access or other communications. (TheRecord)
-Technology and Science-
1. Your A.I. Radiologist Will Not Be With You Soon: Experts predicted that artificial intelligence would steal radiology jobs. But at the Mayo Clinic, the technology has been more friend than foe. Today, radiologists — the physician specialists in medical imaging who look inside the body to diagnose and treat disease — are still in high demand. (NYTimes)
-Bitcoin Community-
1. OP_RETURN Limits: Bitcoin’s Battle Over Arbitrary Data: An OP_RETURN debate flared up in the Bitcoin industry in recent weeks and has by now invaded most conversation spaces within the industry. Spearheaded by Peter Todd, though supported by many Bitcoin Core contributors, the removal of the OP_RETURN limit represents a harm reduction approach to the problem of spam and arbitrary data on Bitcoin. The opposition, led by Luke Dashjr, not only wants to keep the OP_RETURN limit in place and retain the datacarrier size but proposes further mempool policy restrictions on arbitrary data and “non-monetary” transactions on Bitcoin. (BitcoinMag) (AC-The article is a good primer on the debate complete with opposing agendas and viewpoints.)
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 73/100 (Up 3 pts)
Analyst Comments (AC): NSTR
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Analyst: BV2A
END REPORT
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*NSTR-Nothing Significant To Report