📷 BTC Daily Intelligence Bulletin (DIB)
Block: 967,119
DTG/ICOD: 1200Z 15Sep2026
Precedence: Routine (RR)
Controls: Public Release
QQQQ
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BLUF: Iran's Houthi Attacks Affecting Oil / Russian Drone Strike on Train Narrowly Missed VIPs / NATO Fighter Downs Drone Over Lithuania / SCOTUS Upholds Halt on Trump EO for Mail-in Ballots / US Admits Weapons in Space / EPA Repeals Power Emissions Rules / Binance-DOJ Seize Iranian Crypto / US Bitcoin Reserve Vote on Wednesday / CLARITY Vote Today / Strive Hits 25K BTC / Orange Juice Models Berkshire Holding Style With BTC / Yields at 20 Year High, Stocks Down on AI Doomers / Trump 'Likes' Flock / Swiss Bitcoin Pay Leaks Customer Data / Microsoft Attemps AI 'Ethics' Code of Conduct
Market Data: Price: 1 BTC= $76,865, 17.96 oz Gold/1 BTC, 5.53 BTC/Median US House
24hr Hi: $79,568 / Lo: $76,666
Volume: $29B (Up 53%)
Mkt Cap: $1.54T (Down 1%)
Hashrate: .935 ZH/s
Avg Fee Rate: 3.0 sats/byte (Up 1 sat)
Daily Total ETF Inflow/outflow (last 24 hrs): + $159 M
Relative Strength Index: 52
---Reports---
-International Events-
1. Houthis seize 2 strategic Red Sea islands: Yemen’s Houthi rebels have seized the strategic islands of Greater and Lesser Hanish in the southern Red Sea, bolstering the Iran-backed rebels’ ability to control a key maritime shipping route. Meanwhile, repairs to a crucial Saudi Arabian oil pipeline that was struck in an attack last week could last three to five weeks, putting it mostly out of service, two regional officials said. China, a major Middle East oil importer, called Houthi attacks on Saudi energy infrastructure “unacceptable” and said that it was “deeply concerned” about further escalations by the rebels. (AP) (AC- It's interestig to see the varied consequences on the wider conflict here. Who is reeling the most from it? It could explain why the US has not fully contained the Iranian conflict.)
2. Russia’s drone strike near Ukraine-Poland border puts NATO neighbors on edge: The Russian drone strike that hit a train near Ukraine’s border with Poland as a group of former Western officials travelled out of the country is a clear escalation by Moscow. Ukraine’s railway network said it believes former CIA chief David Petraeus, former UK prime minister Boris Johnson and other dignitaries who were all nearby, either at the local railway station or on trains, were likely targeted. The immediate impact of Ukraine’s diplomatic commuter link being under attack is profound. The railway is the best method for heads of state or senior officials from Ukraine’s allies to get in and out of Kyiv, to show vital support, share the most sensitive intelligence, or discuss vital matters. (CNN)
3. NATO jets shoot down drone over Lithuania: The drone, which is believed to have entered Lithuanian airspace from Belarus, was shot down by an Italian fighter jet in between the cities of Vilnius and Kaunas. There have been no reports of casualties or damage. (DW)
-US Reports-
1. SCOTUS blocks Trump administration mail-in ballot restrictions ahead of midterms: On September 14, the Supreme Court declined to lift a lower-court injunction blocking a US Postal Service rule that would have required states to submit voter lists and use agency-approved envelopes for mail ballots. The unsigned order stated the government was unlikely to succeed on the merits; Justices Alito and Thomas dissented. Voting by mail continues under prior processes. (SCOTUSBlog)
2. US confirms for first time it has deployed space weapons: Air Force Secretary Troy Meink confirmed the United States has deployed 'space-control weapons' into orbit, marking the first public acknowledgment of American weapon systems circling Earth. He defines 'space control' as actions to 'destroy, disrupt or degrade adversary space platforms' using kinetic or non-kinetic effects. (GroundNews)
3. EPA finalizes repeal of Biden-era greenhouse gas rules for power plants: On September 14, EPA Administrator Lee Zeldin announced the repeal of 2024 Carbon Pollution Standards for coal and gas plants, projecting over $300 billion in savings, and proposed rescinding remaining GHG standards under the Clean Air Act. The agency stated the prior rules exceeded authority and required undemonstrated technologies. (EPA)
-Regulatory and Legal-
1. U.S. seeks to seize $61 million of crypto it claims are proceeds from Iranian petroleum sales to Chinese buyers: On Monday, the US DOJ filed a civil forfeiture claim seeking $61 million in Iranian oil proceeds allegedly laundered through the cryptocurrency exchange @Binance. Binance stated it cooperated with law enforcement and that its compliance program remains robust. (GroundNews)
-CBDCs/World Currencies/Strategic Reserves-
1. The US Bitcoin reserve faces a crucial bipartisan test Wednesday: The American Reserve Modernization Act (ARMA) would put the federal government's Bitcoin reserve into law for the first time. But ahead of its first House committee vote on Sept. 16, the bill has attracted just one Democratic cosponsor, and he does not sit on the committee considering it. ARMA asks Congress to make Bitcoin a formal Federal Reserve asset and make the existing reserve harder for a future president to reverse unilaterally. H.R. 8957 enters Wednesday's House Financial Services markup with 23 cosponsors, according to the committee materials. Twenty-two are Republicans. The only Democrat is Maine Rep. Jared Golden, who does not sit on Financial Services. (CryptoSlate)
-Institutional Concerns-
1. Strive's Bitcoin Stash Hits an Even 25,000 BTC After $36.6 Million | 470 BTC Buy: The asset manager funded the entire purchase through preferred stock, pushing SATA's notional value past $1 billion for the first time. (Decrypt)
2. A Bitcoin Berkshire Model: Orange Juice: Orange Juice, a firm launched by partners at ego death capital, is introducing a brand-new corporate strategy to the mix. Rather than acting as a financial engineering vehicle reliant on capital markets, Orange Juice plans to acquire profitable American businesses, hold them indefinitely, improve their operations, and direct part of their excess cash flow into a Bitcoin treasury. While the dominant model turns investor demand for credit securities into Bitcoin, @orangejuice_btc wants to turn sustainable operating earnings into Bitcoin. (BitcoinMag)
-Economic Indicators-
1. US 10-Year Yield Hits Highest Since 2007: The yield on the 10-Year US Treasury note climbed above 5% on Tuesday, reaching its highest level since July 2007 as the global bond selloff intensified amid surging energy prices, mounting inflation risks and growing fiscal concerns. (TradingEconomics)
2. US Stocks Drop on Chipmaker Selloff: US equity indices closed lower on Monday, dragged down by a selloff in chipmakers. The S&P 500 fell 0.5% and the Nasdaq 100 dropped 0.8%, while the Dow shed 152 points. (TradingEconomics)
-Security Concerns-
1. Trump Says He 'Likes' Flock Surveillance Cameras Amid Bipartisan Pushback: Speaking to reporters aboard Air Force One as he flew back from Ireland to Joint Base Andrews, Trump was asked whether he would back the automated license plate readers that police departments credit with cracking cases nationwide. "Yeah, I sort of like them because of that, because of law enforcement," he said. (Decrypt)
2. Swiss Bitcoin Pay Shuts Down Servers After Data Breach: Swiss Bitcoin Pay, a non-custodial bitcoin payment processor, said that it had to temporarily shut down its servers following a data breach on Monday. The Neuchâtel, Switzerland-based company said that user funds were safe but customer email addresses, bitcoin addresses and IBANs, transaction history, and hashed passwords were believed to be breached. (BitcoinMag)
-Technology and Science-
1. Microsoft Unveils 'Humanist AI' Code of Conduct, Asks the Public to Poke Holes in It: Microsoft AI published a draft Code of Conduct on September 14 barring its AI models from assisting with certain weapons, cyberattacks, and nonconsensual deepfakes, opening a six-week public comment period through late October. The draft sets "Absolute Constraints" models can't be configured around, including never resisting shutdown and never concealing their reasoning, while leaving broader objectives like "Plural Values" open to interpretation. (Decrypt)
-Bitcoin Community
NSTR
-Bitcoin Sentiment-
1. Fear(0)/Greed(100) Index: 69/100 (Up 12 pts)
Analyst Comments (AC): NSTR
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Analyst: BV2A
END REPORT
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*NSTR-Nothing Significant To Report