DIB 3 MAR 2025

BTC Daily Intelligence Bulletin (DIB)
Block: 886,140
DTG/ICOD: 1200Z 03Mar2025
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: NATO Summit Without USA / Israel, US Push to Extend Gaza Ceasefire / Trudeau Talks With King Charles About Sovereignty Threat / Wildfires in Carolinas / Trump to Address Congress Tuesday / AI Agents Using Crypto Coming Online / Crypto Summit at White House This Week / 50X Levered Bet on BTC/ETH Nets $6.8M / Economy Readies for Tariffs / Bitcoin Rallies After 20% Fall / CyberCommand Told to Halt Ops on Russia for Now / NASA Back on the Moon / US SBR Announcement Compels Discernment

Market Data: Price: 1 BTC= $92,986, 32.30 oz Gold, .22 Median US House
24hr Hi: $95,043 / Lo: $85,040
Vol: $76B (Up 264%)
Mkt Cap: $1.84T (Up 8%)
HashRate: 808 EH/s
Avg Fee Rate: 5 sats/vBtye (Up 150%)

—Reports—
-International Events-
1. NATO Summit Without U.S.: Ukraine’s Security and NATO’s Future Debated: Following recent statements by former President Trump, an emergency NATO summit excluding the United States was convened in London, involving European NATO countries and Ukraine. Discussions centered around enhancing security guarantees for Ukraine and addressing the potential implications of U.S. policy shifts regarding NATO. Meanwhile, there has been a notable debate within the U.S. about potentially withdrawing from NATO, sparked by influential figures like Elon Musk, highlighting a broader discourse on America’s role in European security. (X, Various) (AC-The domino of effects of the disagreement on live broadcast between Trump, Vance and Zelensky is leading towards historic events. The argument is simply a result of the policy shift in US executive administration that has real consequences, many yet to be seen. It certainly seems as though ‘America First’ is the premier policy in effect.)

2. White House backs Israel’s decision to halt Gaza aid shipments until Hamas accepts ceasefire extension: Earlier on Sunday, Israeli officials announced that they are stopping the entry of all goods and supplies into the Gaza Strip and warned Hamas it would face “additional consequences” if it does not accept a new proposal for an extended ceasefire. (Fox)

3. Trudeau to bring up Trump’s threat to annex Canada in meeting with King Charles: Canadian Prime Minister Justin Trudeau will meet King Charles III, the country’s head of state, on Monday where he will discuss US President Donald Trump’s threats to make Canada the 51st state. Charles is the head of state in Canada, which is a member of the British Commonwealth of former colonies. (TribuneIndia)

-US Events-
1. Carolinas Wildfires Trigger State Of Emergency In South, North Battles With 9 Active Fires: Some 175 fires were estimated to have sparked across South Carolina over the weekend. Most fires in the south have been contained and several are controlled, but the 1,600-acre Myrtle Beach fire rages on. Dozens of new fires were reported Sunday night in North Carolina even as the state grapples with 9 active fires. (IBTimes)

2. Trump’s Tuesday address to a Joint Session of Congress: President Donald Trump will address a Joint Session of Congress on Tuesday, March 4 at 9 p.m. ET. The forum is not officially a State of the Union address, which traditionally comes during the second, third and fourth year of a presidency. During such addresses, when all three branches of government are typically present, one member of the president’s cabinet is named “designated survivor” – and stays home from the address in case terrorism or another catastrophe leads to the deaths of all assembled in the chamber. (Fox)

-Regulatory and Legal-
1. When AI Agents Have Their Own Economy, Everything Changes: AI agents are starting to act independently, which could usher in a fundamentally new type of economic reality in which the technology is more than a tool. Bringing AI on-chain allows autonomous agents to participate in the digital economy in ways that traditional, off-chain financial rails would never allow for. This ability to move and allocate capital without a human bottleneck unlocks brand new possibilities for the human users deploying this form of AI, as these agents find creative approaches to general pre-set goals or define and capture entirely new forms of value. (Decrypt) (AC-This is one of those ‘weak signal’ indicators of impending change. AI agents are not yet mainstream as a autonomous financial entity, but this article hints at the very real, near possibility, with the requisite increase in risks.)

2. Trump’s Crypto Summit: A Game-Changer for Bitcoin?: March 7 is shaping up to be a historic day for crypto. President Donald Trump is hosting the first-ever crypto summit at the White House, bringing together industry giants to discuss regulation, stablecoins, and a potential Bitcoin reserve strategy for the U.S. (BitcoinSensus)

-CBDCs/World Currencies/Strategic Reserves-
1. Trader Profits $6.8 Million by Leveraging Bitcoin and Ethereum Before Trump’s Crypto Reserve News: A crypto trader made $6.8 million by leveraging bets on Bitcoin and Ethereum before Trump’s U.S. crypto reserve announcement. The trader used 50x leverage on Hyperliquid, acquiring ETH contracts before the market surged post-announcement. (Decrypt)

-Institutional Concerns-
NSTR

-Economic Indicators-
1. US 10-Year Yield Rises on Impending Tariffs: The yield on the 10-year US Treasury note rose above 4.23% on Monday, recovering slightly from a two-month low hit in the previous session, as investors braced for the March 4 deadline of President Donald Trump’s latest tariffs. The US is set to impose 25% tariffs on Mexico and Canada starting Tuesday, along with an additional 10% duty on Chinese goods. (TradingEconomics)

2. Bitcoin Rallies on Trump Push: Bitcoin surged nearly 10% to around $94,000 on Sunday, hitting a one-week high, after US President Donald Trump revealed plans to establish a strategic crypto reserve for the country. The reserve will include Bitcoin, Ether, XRP, Solana (SOL), and Cardano (ADA). (TradingEconomics)

-Security Incidents and Concerns-
1. Hegseth orders Cyber Command to stand down on Russia planning: Defense Secretary Pete Hegseth last week ordered U.S. Cyber Command to stand down from all planning against Russia, including offensive digital actions, according to three people familiar with the matter. The order does not apply to the National Security Agency, which Haugh also leads, or its signals intelligence work targeting Russia, the sources said. (TheRecord)

-Technology and Science-
1. Private lunar lander Blue Ghost aces moon touchdown with a special delivery for NASA: A private lunar lander carrying a drill, vacuum and other experiments for NASA touched down on the moon Sunday, the latest in a string of companies looking to kickstart business on Earth’s celestial neighbor ahead of astronaut missions. (AP)

-Bitcoin Community-
1. XRP vs Bitcoin Community Debate Heats Up After US Strategic Reserve Announcement: Bitcoin advocates criticized the inclusion of altcoins, particularly XRP, despite its ongoing legal challenges. Prominent figures like Peter Schiff and Bitwise CEO Hunter Horsely questioned the rationale for including altcoins, emphasizing Bitcoin’s role as a digital store of value. Coinbase CEO Brian Armstrong suggested a market cap-weighted index as a balanced alternative. (CoinGape)

-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 33/100 (Up 23 pts)

Analyst Comments (AC): NSTR

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