https://blossom.primal.net/1c7d7924ce38b30b228ffd83ee10b1a75512944339fbc4190473534de51024ee.jpg ⁨📷⁩ ⁨BTC Daily Intelligence Bulletin (DIB) Block: 935,258 DTG/ICOD: 1200Z 06Feb2026 Precedence: Routine (RR) Controls: Public Release QQQQ __________________________ BLUF: US-Iran Nuke Talks Commence / Russian General Shot / Suicide Bomber in Pakistan Kills 31+ / FBI Gets Involved in Guthrie Search / Trump Launches Meds Website / SECTREAS Hits Back at No Crypto Regs Groups / Lummis Vies for De Minimus Exemption / First $1M Lighting Transaction / Strategy Gets Involved in Quantum Threat / Dollar Up, Stocks Down, Yields Down / Schools Using AI on School Laptops For Mental Health / OpenAI and Anthropic Battle for Enterprise Dollars / Bitcoin Miners Struggle / Core Maintainer Steps Down / Bitcoin Fear High Market Data: Price: 1 BTC= $66,834, 13.54 oz Gold, 4.162 BTC/Median US House 24hr Hi: $70,715/ Lo: $60,074 Volume: 141B (Up 58%) Mkt Cap: $1.34T (Down 3%) HashRate: .914 ZH/s Avg Fee Rate: 3.0 sats/vBtye (Even) ---Reports--- -International Events- 1. US and Iranian officials commenced indirect nuclear talks in Oman, mediated by regional diplomats, amid heightened tensions following Iran's crackdown on protests and US military buildup in the Middle East. The discussions aim to address Iran's uranium enrichment program and ballistic missile activities, with both sides expressing cautious optimism for progress on nuclear issues but pessimism on broader demands. Iranian state media reported the seizure of two foreign oil tankers in the Persian Gulf during the talks. (Reuters) 2. A senior Russian military general, Vladimir Alekseyev, was shot multiple times and hospitalized in critical condition in Moscow, in what authorities described as the latest attack on top military leaders. The Kremlin stated President Putin was briefed on the incident, with investigations underway. (NBC) 3. At least 31 killed in Islamabad mosque explosion: At least 31 people have been killed and 169 injured after an explosion at a Shiite Muslim mosque in Pakistan’s capital Islamabad on Friday, authorities said. Internal investigations suggest that Pakistan’s Taliban, or Tehrik-i-Taliban Pakistan (TTP), was behind the suicide attack, (CNN) -US Events- 1. The disappearance of Nancy Guthrie, mother of NBC host Savannah Guthrie, entered its sixth day with the FBI offering a $50,000 | 0.73 BTC reward and authorities arresting an individual for posing as a ransom demander. Family members issued a video plea for her safe return, and police believe she is still alive based on evidence including a timeline and impostor communications. (Fox) 2. President Trump launched TrumpRx.gov, a direct-to-consumer prescription drug website offering over 40 medications at discounted prices, including weight loss drugs, as part of efforts to lower healthcare costs. The platform reflects the administration's push for affordable pharmaceuticals amid ongoing policy reforms. Initial listings include generics and branded options with steep reductions. (WaPo) -Regulatory and Legal- 1. Treasury Secretary: Crypto 'Nihilists' Who Say They Don't Need Clarity Act 'Should Move to El Salvador': “There seems to be a nihilist group in the industry who would prefer no regulation over this very good regulation,” Bessent said. Coinbase CEO Brian Armstrong said at the time that the company would “rather have no bill than a bad bill.” Coinbase has since returned to negotiations on the bill, but continues to insist the legislation must allow for stablecoins—crypto tokens pegged to the value of the dollar—to generate interest for holders. The banking lobby has furiously protested that ask, warning it could destabilize the U.S. banking system and lead to deposit flight, particularly at the community bank level. (Decrypt) 2. Senator Lummis to Work With Treasury on Bitcoin Tax Guidance, Hints At Potential Exemption: Lummis also raised questions about digital asset taxation, particularly the treatment of small transactions — known as de minimis — and the calculation of capital gains for users with mixed portfolios of Bitcoin purchased at different prices over time. Bessent acknowledged the complexity of the issue and offered to have the Treasury’s Office of Tax Policy work with Lummis’ team to provide guidance. (BitcoinMag) (AC- Imagine what a complete tax exemption on Bitcoin cap gains would do, but a de minimus exemption is a start in the right direction.) -CBDCs/World Currencies/Strategic Reserves- 1. Bitcoin’s Lightning Network clears record $1M | 15.05 BTC transfer to Kraken: Secure Digital Markets (SDM) completed a $1 million | 15.05 BTC Bitcoin transaction via the Lightning Network on January 28 in a pilot project with cryptocurrency exchange Kraken, the companies announced. The transaction represents the largest Lightning payment ever publicly recorded, according to the companies. The payment settled almost instantly with minimal fees. (CryptoNews) -Institutional Concerns- 1. Strategy to initiate a bitcoin security program addressing quantum uncertainty: Strategy, the largest corporate holder of bitcoin, plans to initiate a bitcoin security program to coordinate with the global cyber, crypto, and bitcoin security community. The company addressed growing discussion around quantum risk and reaffirmed its commitment to bitcoin security, framing quantum not as an immediate threat but as a future engineering challenge the network can prepare for. (CoinDesk) -Economic Indicators- 1. Dollar Holds Near 2-Week High: The dollar index traded just below 98 on Friday, staying near a two-week high as a broad selloff in stocks, commodities, and cryptocurrencies boosted demand for the currency. (TradingEconomics) 2. US Stocks Post Heavy Losses: The S&P 500 fell 1% and the Nasdaq slid 1.1% on Thursday as a tech led pullback stretched into a third session, while the Dow also dropped 1%, with consumer discretionary and communication services among the weakest performers as investors trimmed exposure to crowded big cap positions. (TradingEconomics) 3. 10-Year Treasury Yield Falls Further: The yield on the 10-year US Treasury note fell below the 4.2% mark, the lowest in three weeks, as a batch of soft labor data supported the outlook of multiple rate cuts by the Federal Reserve this week. (TradingEconomics) -Security Concerns- 1. Houston-area schools are using AI tools to watch for mental health red flags. Experts are worried: While online monitoring systems are standard for school-issued devices, districts across Houston and Texas have signed contracts with technology companies like GoGuardian and Lightspeed Systems. They offer features aimed at detecting self-harm behavior by scanning what students type on their school-issued laptops and alerting school officials when the software detects red flags. But the problem with these tools, experts say, is that they often misidentify harmless online searches by students as dangerous behavior. Even if they don't actually send a message or search, what they type on school computers can trigger alerts that lead to disciplinary action, a call home to parents or even a visit from law enforcement. (HoustonCronicle) -Technology and Science- 1. OpenAI and Anthropic Roll Out Rival AI Models as Competition for Enterprise Heats Up: OpenAI and Anthropic unveiled new flagship AI models in their respective product lines within an hour of each other on Thursday, highlighting intensifying competition among leading developers to dominate enterprise software and advanced coding tools. Claude Opus 4.6 showed stronger performance on tasks tied to legal and financial reasoning, while GPT-5.3 Codex outperformed on agentic coding tests and efficiency metrics, according to figures released by both companies. (Decrypt) -Bitcoin Community- 1. Bitcoin Miners Could Face Crisis After BTC Price Falls 50% From Peak: "High-cost miners curtail or shut down, and hash rate growth slows," Nishant Sharma said. Lagging prices also leads to consolidation, with stronger operators picking up assets from distressed firms. "In practice, there is no single cost of production because miners’ economics vary widely by power price, uptime, ASIC [mining hardware] mix, curtailment programs, and financing," he said. (Decrypt) 2. Bitcoin Core Maintainer Gloria Zhao Steps Down: Bitcoin Core maintainer Gloria Zhao stepped down and revoked her signing key. This is a routine move not affecting Bitcoin's consensus or security. (CoinGecko) -Bitcoin Sentiment- 1. Fear(0)/Greed(100) Index: 12/100 (Down 5 pts) Analyst Comments (AC): It's amazing to see most website headlines push Bitcoin fears to immediately suggest buying into an up-and-coming crypto project. The level of negative press on Bitcoin today is staggering. It seems almost designed, like a coordinated global effort. The 'fight you' stage is certainly not over. 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