DIB 27 MAR 2025

BTC Daily Intelligence Bulletin (DIB)
Block: 889,667
DTG/ICOD: 1200Z 27Mar2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: Four US Soldiers Missing in Lithuania / US Lists Key Chinese Firms to Export Control / North Korea Send 3,000 More Troops / Appeals Court Uphold Deportation Hold / VA Sec Spars with CNN / DeFi-SEC Bill Heads to POTUS / Stablecoins Set to Disrupt Global Trade / Wyoming To Issue Own Stablecoin / Gamestop All-In on BTC Reserve, MSTR-Style / French Company Become BTC Reserve in EU / US Durable Goods Up, Stocks Down, UST Yields Up on Tariff War Moves / Canaan Mining Secures More Hash / How Much Bitcoin is Needed For Retirement?

Market Data: Price: 1 BTC= $87,054, 28.49 oz Gold, .20 Median US House
24hr Hi: $87,924 / Lo: $85,861
Vol: $26B (Down 11%)
Mkt Cap: $1.72T (Dwon 1%)
HashRate: 837 EH/s
Avg Fee Rate: 1 sats/vBtye (Down 94%)

—Reports—
-International Events-
1. Search underway for 4 US Army soldiers missing in Lithuania: The search for four US soldiers who went missing during a training mission near Lithuania’s border with Belarus is ongoing, the US Army said Wednesday, after their armored vehicle was found submerged in a body of water. Emergency crews were digging into a swamp, which was drained after vehicle was discovered more than 5 meters down. (CNN)

2. US adds Chinese tech firms to its export control list, says they sought US knowhow for military use: China protested Wednesday after the U.S. added dozens of companies to its export control list, including more than 50 based in China that it says sought advanced knowhow in supercomputing, artificial intelligence and quantum technology for military purposes. Companies from Taiwan, Iran, Pakistan, South Africa and United Arab Emirates also were included in the roughly 80 companies added to the “entity list” of the Commerce Department’s Bureau of Industry and Security. (AP)

3. North Korea sent 3,000 more troops to Russia: North Korea sent around 3,000 additional troops to Russia in January and February in continued support for Russian President Vladimir Putin’s war on Ukraine, South Korea’s military said Thursday in its latest assessment. The South’s Joint Chiefs of Staff said North Korea has also been sending more missiles, artillery equipment and ammunition to help Russia and that North Korea could increase its weapons supplies further depending on the war situation. North Korea has sent approximately 11,000 military personnel to fight in the war against Ukraine in its first involvement in a large-scale conflict since the 1950-53 Korean War, and the Joint Chiefs assessed that around 4,000 of them have been killed or wounded. (AP)

-US Events-
1. US appeals court upholds block on Trump deportation of some Venezuelans: On Wednesday, a split three-judge panel of the U.S. Court of Appeals for the District of Columbia Circuit upheld a March 15 order, barring the Trump administration from deporting Venezuelan migrants to El Salvador.
The order, issued by U.S. District Judge James Boasberg, temporarily prohibited deportations under the Alien Enemies Act of 1798, which the Trump administration invoked for the first time since World War II, based on a presidential proclamation that designated the Tren de Aragua gang as an invading force. (GroundNews)

2. VA Secretary Confronts CNN Over Veteran Coverage: During a live interview on CNN’s ‘The Source’, VA Secretary Doug Collins engaged in a tense exchange with anchor Kaitlan Collins. The conversation, which took place on March 26, 2025, centered around allegations of hostility towards veterans by CNN, specifically mentioning a $5 million defamation suit in Florida. (CNN, X) (AC-The terse exchange highlights the hostility by the MSM towards the current administration.)

-Regulatory and Legal-
1. Resolution to kill IRS DeFi broker rule heads to Trump’s desk: US President Donald Trump is expected to sign off on a resolution undoing a rule that requires DeFi protocols to report to US tax authorities. (CoinTelegraph) (AC-Other reporting notes the Sen E. Warren surprisingly does not like the new law.)

-CBDCs/World Currencies/Strategic Reserves-
1. Crypto Fund Manager: This Is The ‘Single Largest Arbitrage In Human History’: Investors from both traditional finance and the crypto world are increasingly aligning on the view that stablecoins represent one of the most significant business opportunities in a generation. “My suspicion is if you went and asked everyone in the world and they could answer the question without fear of political persecution, I suspect five to seven billion of them would say U.S. dollars, and crypto rails are going to be the mechanism by which you do so, and so I think there’s a massive opportunity to get stablecoins in the hands of billions of people.” Fund Manager Kyle Managi said. (ZeroHedge)

2. Wyoming moves to launch the first state-issued ‘stable token’ in July: Testing on the token will begin in the next few weeks and a launch date is set for July. The token is to be redeemable for $1 held in a trust by the state and is interchangeable with the term stablecoins, according to the commission’s website. Funds from issuing the token would then be placed into a trust and “shall invest funds exclusively in cash, United States treasury bills securities.” (TheBlock)

-Institutional Concerns-
1. Gamestop Raising $1.3B to Advance Bitcoin Strategy, Echoing Michael Saylor’s Blueprint: Gamestop is raising $1.3 billion to supercharge its bitcoin treasury strategy—despite holding $4.76 billion in cash—mirroring an aggressive, Microstrategy-style playbook. (BitcoinCom)

2. French Bitcoin Treasury Company Snaps up 580 BTC: The Blockchain Group, based in Puteaux, France, and listed on Euronext Growth Paris, announced March 26 that it acquired 580 BTC for about €47.3 million ($50.8 million). Alexandre Laizet, deputy CEO and director of bitcoin strategy at The Blockchain Group, describes the firm as “Europe’s First Bitcoin Treasury Company.” Laizet expressed his gratitude for Saylor, applauding his leadership in bitcoin strategy and acknowledging the influence of Metaplanet leaders like Dylan LeClair and Gerovich. (BitcoinCom)

-Economic Indicators-
1. U.S. Durable Goods Orders Surge Well Above Expectations in February: Orders for durable goods rose far above expectations in February, climbing 0.9 percent to $289.3 billion, according to the Commerce Department’s report released Wednesday. Economists had forecast a 1.0 percent decline, but instead, businesses continued to invest heavily in big-ticket items, particularly automobiles, computers, and machinery. (Breitbart)

2. Treasury Yields March Higher on Tariffs Concerns: The yield on the US 10-year Treasury note rose about 6 bps to 4.39% on Thursday, its highest level in nearly a month, as traders assessed the escalating trade war and its potential economic impact. The Trump administration announced a 25% tariff on “all cars not made in the United States,” set to take effect on April 2, while President Trump warned of imposing “far larger” tariffs on the EU and Canada if they coordinate efforts to counter US trade measures. (TradingEconomics)

-Security Incidents and Concerns-
NSTR

-Technology and Science-
NSTR

-Bitcoin Community-
1. Canaan Advances North American Mining Strategy via New Agreements: Canaan (Nasdaq: CAN) entered a three-year colocation agreement with Mawson Infrastructure Group affiliate Mawson Hosting LLC for a Midland, Pennsylvania, facility. A separate 24-month hosting agreement covers a site in Edna, Texas. Most of the 4.7 EH/s Hashrate increase is expected to be operational by Q2 2025, according to the announcement. (BitcoinCom)

2. Analyst Reveals How Much Bitcoin Is Needed for Retirement in the US: According to Miles Deutscher on X, approximately 30 Bitcoin units may be required to retire comfortably in the United States. This estimation is based on the current Bitcoin price and Carl Menger’s economic principles. Notably, these principles evaluate purchasing power and wealth sustainability. As of this writing, market data shows that Bitcoin was trading at approximately $86,620 per BTC. At this valuation, 30 BTC units would be worth around $2.6 million, a figure estimated as enough for retirement in the country. (CoinGape) (AC-Though 30 BTC may seem unattainable for many, the principles based on retirement are well-grounded and empirical. The assessment does not take into account the 61.3% 5-year CAGR however, revealing that much less BTC would be necessary based on individual retirement timelines.)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 40/100 (Down 7 pts)

Analyst Comments (AC): NSTR

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Analyst: BV2A
END REPORT
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*NSTR-Nothing Significant To Report