BV DIB

BTC Daily Intelligence Bulletin (DIB) Block: 940,392 DTG/ICOD: 1200Z 12Mar2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: Iran Hits Six Ships, Closes Strait / New Iran Leader Even 'More Dangerous' / China Pause on Taiwan Flights Puzzle / US to Release Almost Half of Petroleum Reserve / AG Bondi Moves Onto Military Base for Security / FBI Says Iran Threat to California / US Agencies Collaborate on Digital Asset Oversight / Kazakhstan Central Bank to Invest in Crypto / Coinbase CEO Denies Torpedoing Bitcoin De Minimus / BTC ETFs Inflow / Yields Up, Stocks Down, Oil Up Again / Android Hot Wallets at Risk / Iranian 5GW Effort on Instagram / New Anthropic OS for Apple / ARK Lays Out Quantum Risk to Bitcoin Market Data: Price: 1 BTC= $70,212, 13.60 oz Gold, 6.13 BTC/Median US House 24hr Hi: $71,337 / Lo: $69,230 Volume: $45B (Down 4%) Mkt Cap: $1.4T (Even) HashRate: 1.0 ZH/s Avg Fee Rate: 2.0 sats/vBtye (Even) ---Reports--- -International Events- 1. Six vessels attacked amid reports of Iranian drone boats, sea mines: Explosive-laden Iranian boats appear to have attacked two fuel tankers in Iraqi waters, setting them ablaze and killing one crew member, after projectiles struck four vessels in Gulf waters, according to reports. Four other ships were damaged or sunk after unknown projectiles hit the ships. Ships from India, Iraq, Oman, Japan and the US were all hit. (AlJazeera) (AC-It seems Iran has gone 'all-in' on closing the straight in the last 2 days, which will have serious global consequences.) 2. Iran’s New Supreme Leader, Mojtaba Khamenei ‘More Dangerous’ than His Father: Jaber Rajabi, who previously studied “at a religious seminary” with Mojtaba, stated, “If war breaks out, that Mojtaba will try to control the region, and was obsessed with the end of days and had believed “he himself will have a special part in hastening humanity down that (apocalyptic) path.” (Breitbart) 3. For nearly two weeks, Chinese fighter jets stopped buzzing Taiwan. No one seems to know why: Taiwan’s military has grown used to the daily task of tracking Chinese warplanes flying near the island. So when the aircraft suddenly stopped coming for nearly two weeks, the silence was both striking and deeply puzzling. (CNN) -US Events- 1. Trump will release 172 million barrels of oil from Strategic Petroleum Reserve: The SPR currently holds 415 million barrels, about 58% of the 714 million barrels authorized, and the IEA agreed to release 400 million barrels, the largest in its history. (GroundNews) 2. AG Bondi Moves To Secure Military Housing After Threats, Joining Other Trump Officials: Attorney General Pam Bondi has reportedly moved into heavily guarded housing at a military base in the Washington area after receiving multiple threats. “One catalyst was an increase in threats following the capture and prosecution of President Nicolás Maduro of Venezuela in January." Even though legitimate threats have forced these officials to move to military bases, the liberal media outlets have been criticizing the relocations for months. (ZeroHedge) 3. FBI issues bulletin on potential Iran-linked threats in California: An FBI bulletin alerted agencies to possible Iran-backed attacks targeting locations in California. Gov. Gavin Newsom stated there is no 'imminent threat'. (Reuters) -Regulatory and Legal- 1. SEC, CFTC Sign Pact to Harmonize Oversight of Financial Markets and Digital Assets: The agencies have moved to coordinate oversight, in a bid to end years of regulatory overlap on the treatment of crypto. The fresh initiative targets product definitions, clearing rules, and reporting. (Decrypt) -CBDCs/World Currencies/Strategic Reserves- 1. Kazakhstan's Central Bank Will Invest Up to $350 Million in Crypto Assets: “This includes not only cryptocurrency itself, but we are currently developing a list of instruments in which we ⁠will invest.” (Decrypt) -Institutional Concerns- 1. Coinbase CPO Rejects Claims of Opposing Bitcoin Tax Relief as Jack Dorsey Demands Clarity from Brian Armstrong: Jack Dorsey of Block specifically called Armstrong out for clarification, saying “hope this is true for de minimis as well. @brian_armstrong?”. Armstrong responded with a denial of the rumor as well. calling it “totally false”. The denial comes after @MartyBent reported on March 11 that Coinbase is allegedly telling lawmakers the exemption is unnecessary because “No one is using bitcoin as money. A de-minimis exemption for bitcoin is a hand out that will be DOA.” (BitcoinMag) 2. Bitcoin Spot ETFs See Inflows: Bitcoin spot Exchange Traded Funds (ETFs) recorded significant net inflows totaling $115.2 million on March 11, indicating renewed investor interest. (CoinGecko) -Economic Indicators- 1. US 10Y Yield Edges Higher on Inflation Risks: The yield on the US 10-year Treasury note climbed to around 4.24% on Thursday, reaching five-week highs as oil prices resumed their rally, heightening inflationary risks and reducing the likelihood of Federal Reserve interest rate cuts. (TradingEconomics) 2. US Stocks Finish Flat to Lower: The S&P 500 edged 0.2% lower, the Nasdaq slipped 0.1%, while the Dow dropped 0.7% on Wednesday as the conflict in the Persian Gulf drove energy prices higher and intensified inflation concerns. West Texas Intermediate futures climbed past $87/ (TradingEconomics) -Security Concerns- 1. Android Phone Crypto Wallets Could Be at Risk Due to MediaTek Exploit: Ledger researchers say a flaw in certain MediaTek-powered Android phones could expose encrypted user data in about 45 seconds. The exploit allows attackers to retrieve a device PIN and decrypt storage before Android even boots. (Decrypt) 2. Iranian influence operation using fake personas to deceive US Instagram users disrupted, Meta says: Meta said Wednesday it disrupted an influence operation linked to Iran that used “sophisticated fake personas” on Instagram to build relationships with U.S. users before introducing political messaging. The network used accounts posing as journalists, commentators and ordinary people to engage users and gradually introduce political narratives, the company said. A second layer of accounts amplified posts to help spread the messaging. (RecordedFuture) (AC-Level 10 effort in 5GW.) -Technology and Science- 1. Anthropic launches ‘Personal Computer’ AI system that turns Macs into persistent AI agents: Anthropic introduced Personal Computer, an AI system that runs continuously on Mac devices to automate tasks across apps and services, coordinating multiple AI models and managing workflows even when users are offline. (Storyboard18) -Bitcoin Community- 1. Is Quantum Computing A Threat To Bitcoin? ARK Invest Breaks It Down: The authors conclude that while the technology represents a legitimate long-term concern, it does not pose an immediate threat to the network. “Our two central arguments are as follows,” the authors write. “Quantum is a long-term risk but not an imminent threat. The community must continue to research and make plans for protecting the network as quantum computers improve.” (Bitcoinist. For a complete read on the subject: https://tinyurl.com/5bp4fx68) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 18/100 (Up 5 pts) Analyst Comments (AC): NSTR Follow us on NOSTR: @Bitcoin Veterans Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report