https://blossom.primal.net/f4604403e4f18b00f967b21fb98df98b382c1b48ac8fff3d125aec828979885b.jpg ⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 935,120 DTG/ICOD: 1200Z 05Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: START Expires After 50 Years / Trump-XI Phone Call Looks to Isolate Iran / Gaza Reignites / ICE Pullback From Minnesota / Ryan Routh Sentenced to Life / Wildfire Smoke Kills 24K Per Year in US / House Investigates World Liberty Over UAE Money / Russian Bank Makes Bitcoin-Backed Loans / SECTREAS Says He Cannot Bailout Bitcoin / BTC ETFs Continue Outflows / MSTR Stock Hurting / US Jobs Cuts Spike / Stocks Sink on AI Fear / FCC Reviews SpaceX Orbit Plans / Market Data: Price: 1 BTC= $69,556, 14.28 oz Gold, 4.162 BTC/Median US House 24hr Hi: $76,075/ Lo: $69,062 Volume: 90B (Up 33%) Mkt Cap: $1.39T (Down 9%) HashRate: .912 ZH/s Avg Fee Rate: 3.0 sats/vBtye (Up 2 sats) ---Reports--- -International Events- 1. START Expires: The last remaining nuclear arms control treaty between the United States and Russia, known as New START, expired today, removing limits on deployed strategic nuclear warheads and delivery systems for the first time in over five decades. U.S. officials confirmed no extension was negotiated, citing Russia's suspension of inspections and data sharing since 2023 amid the Ukraine conflict. Russian President Vladimir Putin stated Moscow would not initiate a new arms race but warned of potential escalation if the U.S. deploys new missiles in Europe. (AP) 2. Trump pushes Beijing to break from Tehran in phone call with Xi: Trump said he held an “excellent” phone call with his Chinese counterpart Xi Jinping on Wednesday where the pair discussed many things, from trade to the war in Ukraine. Topping the agenda of their talks was the situation in Iran, as Washington continues to urge countries to isolate Tehran. (EuroNews) 3. Israel strikes across Gaza, killing 24, and says militants attacked its soldiers: Israeli strikes pounded Gaza on Wednesday, killing at least 24 Palestinians, including two babies, according to health officials in the territory, where a fragile ceasefire is under increasing strain. Israel said it killed three militant leaders and others who posed a threat to its forces, and that some strikes came in response to a Hamas attack that seriously wounded one of its soldiers. (AP) -US Events- 1. ICE Drawdown in Minnesota: U.S. ICE announced the immediate withdrawal of 700 officers from Minnesota on February 4, 2026, following state and local cooperation in turning over arrested immigrants. Border Czar Tom Homan stated the move allows redeployment to non-compliant areas, amid a surge in detentions under Operation Metro Surge. (USNews) 2. Man who tried to shoot Trump at a Florida golf course gets life in prison: U.S. District Judge Aileen Cannon pronounced Ryan Routh’s fate in the same Fort Pierce courtroom that erupted into chaos in September when he tried to stab himself shortly after jurors found him guilty on all counts. (AP) 3.Study ties particle pollution from wildfire smoke to 24,100 US deaths per year: The paper, published Wednesday in the journal Science Advances, found that from 2006 to 2020, long-term exposure to tiny particulates from wildfire smoke contributed to an average of 24,100 deaths a year in the lower 48 states. (AP) (AC-This is one of those 'studies' that requires discernment and grounding.) -Regulatory and Legal- 1. House launches probe into $500 Million UAE deal linked to World Liberty Financial: Rep. Ro Khanna has launched a probe into Donald Trump-linked crypto project World Liberty Financial (WLFI) over a reported $500 million investment from an entity tied to the United Arab Emirates royal family. (TheBlock) 2. Russia’s Banking Sector Opens the Door to Bitcoin-Backed Corporate Loans: Sovcombank’s new campaign focuses on making day-to-day operations cheaper and simpler for mining companies. Eligible businesses receive free account servicing, full online banking access, and more flexible foreign exchange oversight. The more consequential step, however, is the launch of loans secured by bitcoin holdings. (CoinDoo) 3. U.S. Treasury confirms it has no authority to bail out Bitcoin: During a House Financial Services Committee hearing, California Representative Brad Sherman pressed Sec. Bessent on whether the Treasury Department could use taxpayer funds to support Bitcoin during a downturn. Bessent replied unequivocally that neither he nor the council holds that authority. (CryptoNews) (AC-Sometimes the obvious has to be said.) -CBDCs/World Currencies/Strategic Reserves- NSTR -Institutional Concerns- 1. Spot bitcoin ETFs register second consecutive day of outflows totaling $545 million: Despite the recent outflows, the structural footprint of the funds remains substantial. Since their launch two years ago, U.S. spot bitcoin ETFs have accumulated $54.75 billion in total net inflows. Their aggregate net assets currently represent 6.36% of bitcoin's total market capitalization. (TheBlock) 2. Strategy ($MSTR) Shares Sink Over 20% in 5 Days as Bitcoin Crashes to $72,000: MSTR shares tumbled roughly 9% on the session, dipping to intraday lows near $121.19. At current levels the stock is down roughly 15% year‑to‑date and a staggering 72% from its November 2024 peak. (BitcoinMag) -Economic Indicators- 1. US January Job Cuts Highest Since 2009: US-based employers announced 108,435 job cuts in January 2026, the highest level since October and the largest January total since 2009, compared to 33,553 cuts announced in December. (TradingEconomics) 2. US Stocks Sharply Lower on AI Fears: US stocks sold off on Wednesday, with the S&P 500 down about 1%, the Nasdaq sliding 2.3%, and the Dow slightly higher, as technology led a broad risk-off move tied to renewed AI disruption fears and weak guidance. (TradingEconomics) -Security Concerns- NSTR -Technology and Science- 1. FCC Opens Review of Elon Musk's SpaceX Plan for Orbital AI Data Centers: The Federal Communications Commission on Wednesday opened public review of a SpaceX proposal to build a non-geostationary satellite system that would move energy-intensive AI computing into orbit, potentially allowing the company to deploy up to one million data-center-style satellites to train xAI models, including Grok. (Decrypt) 2.Anthropic’s AI Tools Rattle Software Stocks, Prompt Rethink of Sector Valuations: Shares of several information and professional-services companies slid sharply this week amid Anthropic's unveiling of a legal-automation tool that rattled investors’ confidence in the sector’s long-term pricing power. The panic began after Anthropic announced 11 open-source plugins for Claude Cowork on January 30, but focused on one in particular. That included a legal plugin, which automates contract review, NDA triage, and compliance workflows. In a nutshell, it does the grunt work that keeps thousands of paralegals and junior associates employed. (Emerge) -Bitcoin Community- NSTR -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 12/100 (Down 5 pts) Analyst Comments (AC): For those not used to pullbacks like this in Bitcoin, perspective and deep study help the psychological pressure ease. These are the times to stack more, but to also focus on what makes life meaningful. Follow us on NOSTR: npub1qktts9naunvjdwsktq5xjdhwh539xt4x0mqj4yxq0q9dvm03ljvs6sms0r Listen to us daily on X discuss the DIB and more: X Spaces, Bitcoin Veterans, 10amEST/7amPST Watch us on YouTube and X Spaces: Tuesdays at 9pmEST/6pmPST ____________________ Analyst: BV2A END REPORT NNNN *NSTR-Nothing Significant To Report⁩