Daily Report Part 1/3 — Market + Core Projects + BTC 2026-03-23

📈 Market Analyst Views

@IncomeSharks ✅ Visited

• SPY 200-Day MA Analysis: Citing @Jake__Wujastyk, noted that $SPY/$SPX 200-day MA almost always bounces after a breakdown, and this time it occurred near Triple Witching Day https://x.com/IncomeSharks/status/2035128992563614191
• Crypto Sentiment: Crypto is frustrating 10 months out of the year, but after a significant pullback, fundamentals look more attractive https://x.com/IncomeSharks/status/2035113785527345535
• $FET Bullish Signal: OBV (On-Balance Volume) has been a leading indicator, suggesting a potential bottom https://x.com/IncomeSharks/status/2035112995240788124
• "Nothing Ever Happens" Trading Thesis: 90% of "major event" trades are either priced in or never materialize https://x.com/IncomeSharks/status/2035091688088334395

@NoLimitGains ✅ Visited

• 🚨 Insider Selling Intensifies: All top trades this week were insider sells, zero buys. "The people running these companies are getting out as fast as they can" https://x.com/NoLimitGains/status/2035753009582313729 (1.7M views, 1034 RT)
• Tech Debt Warning: "The companies selling you the future are borrowing money to build it" https://x.com/NoLimitGains/status/2035823055423893851
• Impersonation warning: scammers impersonating his account, reported to police https://x.com/NoLimitGains/status/2035789595011371308

🚗 Tesla $TSLA

@yxinsights ✅ Visited

• $TSLA Analyst Ratings: 42% BUY / 35% HOLD / 23% SELL https://x.com/yxinsights/status/2035729888590598540
• Iran Escalation: Citing Kobeissi Letter — Treasury Secretary Bessent: "50 days of high prices for 50 years without Iranian nukes" https://x.com/yxinsights/status/2035803876499107851
• ⚠️ Iran Speaker Threat: Ghalibaf calls US Treasury bonds a legitimate target, "buying Treasury bonds is a strike on headquarters" https://x.com/yxinsights/status/2035802815767941374
• AI Traffic Data (Feb): Claude and Grok both grew 300%+ YoY to 11M visits; Perplexity up 44% YoY to 6M https://x.com/yxinsights/status/2035746386797310324

@DanBTC916 ✅ Visited (public content only)

• $TSLA Wyckoff Distribution Mark Down: Price/volume dynamics consistent with post-distribution markdown; long-term investors should DCA https://x.com/DanBTC916/status/2035049538919309443
• Confirmed adding to positions today
• Pinned: TSLA outlook — expects run toward $400-$480 by late 2025, potential re-consolidation in H1 2026 (new low-cost model ramp period)
• Multiple paid content items (statistical extremes, extreme buy levels, Iran conflict resolution expectations, etc.)

📋 Core Project Updates

Lido (@LidoFinance) ✅ Visited

• 🚨 Resolv Hack Response: Lido Earn user funds are safe, no action required https://x.com/LidoFinance/status/2035607383544934483
• EarnETH available for stVaults via DeFi Wrapper, can go live in one day https://x.com/LidoFinance/status/2034974622509146182
• MixBytes completed security audit of DeFi Wrapper and Mellow strategy adapters https://x.com/MixBytes/status/2034999621693710720

Lido Forum (research.lido.fi) ✅ Visited:

• 🔥 Liquid Buybacks: NEST execution with LDO/wstETH liquidity — 68 replies, active 1 day ago (hot discussion)
• GOOSE-2025 & EGGs-2025 Final Report (5 days ago)
• Governance Portal Update (4 days ago)
• LTM Financial & Valuation Tracker (4 days ago)
• Multiple stVault node operator admission applications

SSV Network (@ssv_network) ✅ Visited

• 17% of Ethereum validators use DVT https://x.com/ssv_network/status/2032162916149977305
• EthCC creator pass giveaway (deadline March 24) https://x.com/ssv_network/status/2035061841991180698
• New operator Stake Shark onboarded

SSV Forum (forum.ssv.network) ✅ Visited:

• ⚠️ Major Change: ETH-Denominated Payment Migration (DIP-50) — SSV token payments will be discontinued, must migrate to ETH payments. Testnet live since March 11, mainnet date TBD
• DIP-55: Adding ENS names for core protocol contracts (4 days ago)
• DIP-54: Public operator soft fee floor (4 days ago)
• DIP-53: Development budget adjustment (9 days ago)

🔔 SSV Reward Distribution Monitoring ✅ Visited:

• Latest distribution record posted by EridianAlpha on March 16, 2026 (7 days ago)
• Previously updated monthly consistently (Oct 2023 to present)
• Status: Operating normally

Jito (@jito_sol) ✅ Visited

• Strategic Direction: "Four pillars, three phases, two tokens, one market layer" https://x.com/jito_sol/status/2035387459190522214
• 21shares JitoSOL ETP (JSOL) 🇪🇺 listed in Europe https://x.com/jito_sol/status/2035077493904867777
• Hiring Head of Institutional Strategy & Development
• MERGE Brazil event (Web3 regulatory discussions)

Jito Governance (gov.jito.network) ✅ Visited:

• SIMD-0185 upgrade preparation (Part 1&2, completed 25 days ago)
• JIP-33: Jito x Coinbase partnership (completed 1 month ago)
• JIP-34: Liquidity and incentive budget (completed 1 month ago)
• JIP-32: Community subDAO Season 2 (completed 2 months ago)
• Treasury balance: $70.5M
• 82 proposals total

ether.fi (@ether_fi) ✅ Visited

• 🚨 Resolv Hack Response: "Etherfi funds are safu" https://x.com/ether_fi/status/2035717850787094705
• 3Jane Unsecured Credit Lines: ETHFI/weETH/liquidETH/liquidBTC holders can access up to 30% unsecured credit (US only) https://x.com/ether_fi/status/2035132083249803383
• fxUSD minting: weETH as collateral, one-time fee, zero interest https://x.com/ether_fi/status/2034796401012744264
• Pinnacle Card debut in Paris
• Massive hiring (Android eng, HR, risk, accounting, smart contracts, etc.)

₿ BTC Tracking

@pwuille ✅ Visited

• Only 2 posts, no recent new content

@TheBlueMatt ✅ Visited

• Retweeted stables.rip — stablecoin blacklist tracker, real-time USDC/USDT freeze events on Ethereum and TRON https://x.com/XBToshi/status/2035060518059483455
• Retweeted MoneyDevKit on Cloudflare — compiling Lightning Dev Kit to WASM on Cloudflare, advancing Bitcoin agentic payments https://x.com/JohnCantrell97/status/2033942088983708156
• Pinned: calling on Bitcoin community to build agentic payments on open money, not let USDC dominate

@adam3us ✅ Visited

• Retweeted Bitcoin post-quantum signature paper: Hash-based Signature Schemes for Bitcoin (eprint.iacr.org/2025/2203.pdf) https://x.com/tcoratger/status/2035145555546948027
• Retweeted Bitcoin funding organization transparency discussion (Chaincode, Brink, HRF, Spiral, OpenSats, Maelstrom, etc.)
• Following Bitcoin governance debates

@bitcoinoptech ✅ Visited

• Newsletter #397 (March 20): Bitcoin Core 31.0rc1 release candidate, Cake/Sparrow/FIBRE client updates https://x.com/bitcoinoptech/status/2034959424335331479
• Newsletter #396 recap: collision-safe hash functions, Gossip Observer traffic analysis tool, BDK wallet 3.0.0-rc.1

@LukeDashjr ✅ Visited

• Continues pushing BIP-110 + Bitcoin Knots https://x.com/BitcoinBombadil/status/2035474625056870618
• Retweeted BIP-110 supporting company list compilation https://x.com/TronMonGone/status/2033667363543945332
• Expressed dissatisfaction with Bitcoin Core v31 release

@peterktodd ✅ Visited

• Recently focused on systemd age field controversy (privacy vs. compliance), less BTC-related content
• Cited David Schwartz (Ripple CTO) on resisting age fields https://x.com/peterktodd/status/2035549435422245311

Bitcoin Core GitHub ✅ Visited:

• Latest releases: v29.3 (Feb 11), v30.2 (Jan 13)
• ⚠️ v31.0rc1 release candidate (consistent with Optech Newsletter #397)

Bitcoin BIPs GitHub ✅ Visited:

• BIP-110 continues to receive community attention (driven by Luke Dashjr)
• BIP-3 (Updated BIP Process by Murch) deployed

⚙️ Solana SIMD Governance

Merged PRs ✅ Visited (github.com/solana-foundation/solana-improvement-documents):

• 197 total merged PRs
• Recent active merges (concentrated March 13-18): multiple PRs by buffalojoec, febo, 2501babe, etc.
• #490 (by 2501babe, merged March 14, 15 comments) — one of the most active recent discussions
• #418 (by febo, merged March 5, 42 comments) — high discussion volume
• #266 (by febo, merged March 13, 37 comments)
• #391 (by grod220, merged March 11, 47 comments)
• SIMD-0388 subgroup encoding details update, SIMD-0302 subgroup check rules, SIMD-0392 balance check semantics, etc.

Open PRs: 24 pending

📋 Visit Status Checklist

Daily Report Part 2/3 — Competitors + Sentiment 2026-03-23

🏁 f2pool Competitors

1. @AntPoolofficial ✅ Visited

• Followers: 29.7K | Posts: 1,094
• Recent Activity:
  • [Mar 10] The 20 millionth BTC mined, 95.2% of supply already mined https://x.com/AntPoolofficial/status/2031040874264854633
  • [Feb 15] Retweeted OP_CAT Layer mainnet launch https://x.com/op_catlayer/status/2022913748223017353
  • [Feb 11] Flash Swap upgrade, supporting LTC/DOGE→BTC, BTC→USDT https://x.com/AntPoolofficial/status/2021422259412533306
  • [Pinned] SOC 1 Type II & SOC 2 Type II certification achieved
• Assessment: Low posting frequency, no new posts in 48h. Focus on compliance certification and product features

2. @ViaBTC ✅ Visited

• Followers: 59.6K | Posts: 2,868
• Recent Activity:
  • [10h ago] Community Q&A Day 7 — on payment methods https://x.com/ViaBTC/status/2035736822156800349
  • [Mar 22] BCH mining snapshot: price ~$460, network hashrate 6.55 EH/s, ViaBTC 1.53 EH/s https://x.com/ViaBTC/status/2035524955186553272
  • [Mar 21] Bitcoin Conference Side Event (The Venetian, April 27), recruiting on-site volunteers https://x.com/ViaBTC/status/2035274960504332496
  • [Mar 17] Community Q&A launched, prize pool 3000 TH BTC hashrate https://x.com/ViaBTC/status/2033753281542164506
• Assessment: Very active, strong community operations. Preparing for Bitcoin Conference side event

3. @SpiderPool_com ✅ Visited

• Followers: 5,813 | Posts: 797
• Recent Activity:
  • [Mar 13] Seven (Co-founder) to speak at Moscow Blockchain Forum 2026 (April 14-15) panel https://x.com/SpiderPool_com/status/2032297093822665162
  • [Nov 2025] BTC-collateralized zero-interest loans, LTV up to 70% https://x.com/SpiderPool_com/status/1984563065569083586
  • [Pinned] SOC 2 Type I certification https://x.com/SpiderPool_com/status/1937662888459796878
• Assessment: Infrequent posting but focused on industry events and compliance. ⚠️ Note: CunyRenaud reported SpiderPool mined a block containing a 4.2KB OP_RETURN (see OP_RETURN monitoring section)

4. @FoundryServices ✅ Visited

• Followers: 19.5K | Posts: 985
• Recent Activity:
  • [Mar 19] $ZEC hashrate hits all-time high, Foundry ZEC pool launching soon — 50K views https://x.com/FoundryServices/status/2034331540579029493
  • [Mar 11] Officially announced Foundry Zcash pool launching April 2026 — 227K views, 644 likes https://x.com/FoundryServices/status/2031721467700793749
  • [Jan 22] CEO on The Wilmac Wire podcast https://x.com/FoundryServices/status/2014015934965441026
• Assessment: 🔴 Key Development — Foundry entering Zcash mining market with compliance-first institutional infrastructure. High engagement (227K views), strategic expansion

🏁 stakefish Competitors

5. @Kiln_finance ✅ Visited

• Followers: 11.9K | Posts: 2,497 | AUM: $18B+
• Recent Activity:
  • [Mar 20] Co-signed open letter with @1inch calling on universities to update DeFi curricula https://x.com/Kiln_finance/status/2034978189672337523
  • [Mar 19] OmniVault webinar: ETH up to 8%, USDC up to 8%, BTC up to 6% https://x.com/Kiln_finance/status/2034627183784739069
  • [Mar 18] Railnet + CoinShares Partnership — first regulated asset manager deploying multi-source yield strategies on Railnet https://x.com/Kiln_finance/status/2034206441066700822
  • [Mar 19] Railnet enterprise-grade risk control infrastructure https://x.com/railnet_org/status/2034631239567589455
• Assessment: Very active, expanding from staking into DeFi and RWA. CoinShares partnership is a major milestone

6. @Figment_io ✅ Visited

• Followers: 27.4K | Posts: 6,623 | 1000+ institutional clients
• Recent Activity:
  • [Mar 20] SEC discussed protocol staking this week — regulatory progress https://x.com/Figment_io/status/2034973986862367062
  • [Mar 20] Attending EthCC (Cannes) https://x.com/Figment_io/status/2034917874595504212
  • [Mar 19] Supporting Tempo mainnet (stablecoin infrastructure + Machine Payments Protocol) https://x.com/Figment_io/status/2034643954226856099
  • [Mar 18] COO attended MERGE São Paulo + BSSC https://x.com/blockchainssc/status/2033978632150913211
  • [Mar 17] Attending Blockworks DAS NYC https://x.com/Figment_io/status/2033891103196516670
• Assessment: Most active staking competitor. Dense conference schedule (EthCC, DAS NYC, MERGE São Paulo). Key focus on SEC staking regulatory progress

7. @P2Pvalidator (P2P.org) ✅ Visited

• Followers: 23.8K | Posts: 6,857 | $10B+ secured, 0 slashing
• Recent Activity:
  • [Mar 20] Attending DAS NYC 2026 https://x.com/P2Pvalidator/status/2034681019115221222
  • [Mar 20] Co-hosting Cannes Perception Loops event with 1inch https://x.com/P2Pvalidator/status/2035023328142860397
  • [Mar 20] Supporting TACEO Network (privacy execution layer) https://x.com/P2Pvalidator/status/2034671107752480963
  • [Mar 18] Launched Syncro Sender — Solana transaction landing tool https://x.com/P2Pvalidator/status/2034266672769683903
• Assessment: High activity, product innovation (Syncro Sender). Clear Solana ecosystem positioning

8. @everstake_pool (Everstake) ✅ Visited

• Followers: 105.1K | Posts: 19.3K | 1.6M+ users, 130+ networks
• Recent Activity:
  • [Mar 21] DAS 2026 Gold Sponsor, CCDO David Kinitsky attending (March 24-26, NYC) https://x.com/everstake_pool/status/2035042317279617105
  • [Mar 20] Monad delegation commission adjusted to 20% https://x.com/everstake_pool/status/2035022615589298283
  • [Mar 20] ICON validator shutdown (March 23), as network reduced to 7 core nodes https://x.com/everstake_pool/status/2035004011997204926
  • [Mar 17] ADA 0% commission limited-time offer ending soon (via @Trezor) https://x.com/everstake_pool/status/2033906206637486517
• Assessment: Largest competitor (105K followers). DAS Gold Sponsor demonstrates financial strength. ICON exit worth monitoring

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

🔴 Severe — @satofishi "cult of losers" Controversy

• @MajorianBTC (Mar 21): "Reminder that the leader of F2Pool...called bitcoin maximalists 'a cult of losers' this week. If this pisses you off...run a full listening node with BIP-110." — 138 likes, 30 reposts, 1.8K views https://x.com/MajorianBTC/status/2035377752669307165
• @CaminaDrummer4 (Mar 22): "Stop using F2Pool. Only losers use that pool." — 72 likes, 10 reposts https://x.com/CaminaDrummer4/status/2035421792509055008
• @BTC_commons (Mar 21): "Any pleb still mining with @f2pool, be aware that this is what @satofishi thinks of you. If you haven't already pulled your hash from them, now is the time." — 22 likes https://x.com/BTC_commons/status/2035179752227504396
• @LeTenken (Mar 21): "f2pool has a history of supporting malicious actors in soft forks rather being a good steward" https://x.com/LeTenken/status/2035361300801552462

🟡 Moderate — BIP-110 Related Pressure

• BIP-110 supporters continue pressuring f2pool to take a stance
• Discussions mention language barriers may prevent f2pool miners from understanding BIP-110 developments
• @BlockHostOS (Mar 22) positive comment: "F2Pool people seem smart and down to earth"

Summary

@satofishi's deleted "cult of losers" post continues to generate fallout. The BIP-110 community is leveraging this incident to rally miners to leave f2pool. Impact scope is moderate (post engagement ranging 22-138 likes), but the narrative direction is unfavorable for f2pool.

stakefish Sentiment

🟢 Calm — No negative sentiment in the past 48 hours. Search results mainly consist of spam tag mentions and one neutral question about BTC yield risk.

Security/Legal Search

⚠️ web_search unavailable (missing Brave API key), searches below are X platform only:

• f2pool lawsuit / f2pool SEC / f2pool hack / f2pool scam — no related posts found in timeline
• stakefish SEC / stakefish hack / stakefish down — no related posts found
• switch from f2pool — BIP-110 community calling miners to leave f2pool (see above)

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud ✅ Visited

• Focus: BIP-110 tracking & spam analysis | 1,613 Followers
• Recent Activity:
  • [20h ago] 🚨 LARGE OP_RETURN ALERT: 4.2KB payload in block 941652, Miner: SpiderPool https://x.com/CunyRenaud/status/2035590416037253584 — 39 likes
  • [Mar 22] 🎯 BIP-110 node adoption reaches 10%, 163 days until September 2026 activation. Bitcoin Knots: 21.6%, Core v30: 21.5% (bug fixed) https://x.com/CunyRenaud/status/2035393591124668605 — 142 likes, 12K views
  • [Mar 19] Newsletter Issue #16 — on why "defaults" matter, and why a soft fork is needed https://x.com/CunyRenaud/status/2034586715969466867 — 110 likes

10. @LukeDashjr ✅ Visited

• Focus: Bitcoin Core developer, OCEAN CTO | 103.6K Followers
• Recent Activity:
  • [Mar 22] Retweeted "Run Knots + BIP-110" advocacy (analogizing 2010's 184B BTC bug) https://x.com/BitcoinBombadil/status/2035474625056870618
  • [Mar 17] Retweeted BIP-110 supporting company list — 169 likes https://x.com/TronMonGone/status/2033667363543945332
  • [Mar 19] Retweeted Core v31 release criticism https://x.com/spoonmvn/status/2034338955156718058
• Assessment: Continues driving BIP-110, critical of Bitcoin Core's position

11. @peterktodd ✅ Visited

• Focus: OpenTimestamps founder | 205.3K Followers
• Recent Activity: Recent posts mainly discuss systemd age field controversy and geopolitics, no OP_RETURN/spam related content found

12. @GrassFedBitcoin (Mechanic #BIP-110) ✅ Visited

• Focus: OCEAN CBO, core BIP-110 advocate | 25.6K Followers
• Recent Activity:
  • [5h ago] Mocking the argument that "most OP_RETURNs are under 83 bytes" https://x.com/GrassFedBitcoin/status/2035817677663695105
  • [5h ago] Bitcoin optimized for financial activity argument https://x.com/GrassFedBitcoin/status/2035804063162683404
  • [23h ago] Retweeted "BIP110 is a grass roots pleb effort...Run BIP110 or bow to mining pools" https://x.com/BitcoinMotorist/status/2035533055641919900 — 106 likes
• Assessment: Highly active, core voice of the BIP-110 movement. Narrative themes: "OP_RETURN is spam", "Run BIP-110 or bow to mining pools"

OP_RETURN Summary

• BIP-110 node adoption has reached 10%, 163 days until September 2026 activation
• SpiderPool mined a block with 4.2KB OP_RETURN, flagged by CunyRenaud
• BIP-110 camp (LukeDashjr, GrassFedBitcoin/OCEAN) continues intensifying pressure
• Community-driven "companies supporting BIP-110" list movement emerging

📋 Visit Status Checklist

Sentiment Search:

• f2pool X search ✅
• stakefish X search ✅
• ⚠️ web_search unavailable (missing Brave API key)

Daily Report Part 3/3 — Key Companies 2026-03-23

🏢 Listed Mining Companies

Bitdeer (BTDR) ✅ Visited

• BTC Weekly Report (as of March 20): BTC Holdings: 0 (pure holdings, excluding client deposits) | BTC Output: 126.3 BTC | BTC Sold: 126.3 BTC | Net BTC Added: 0 BTC https://x.com/BitdeerOfficial/status/2035180120915190064
• NVIDIA GTC Attendance: Bitdeer AI sub-brand exhibiting, citing strong demand from AI builders for compute, positioning as "end-to-end AI compute" https://x.com/BitdeerOfficial/status/2035715650996564102
• SEALMINER DL1 Air Livestream: YouTube continuous livestream of Scrypt miner real hashrate/power data, Low Power Mode vs Normal Mode comparison https://x.com/BitdeerOfficial/status/2034562042984898868
• Hiring: Product Manager, Marketing Specialist, Compliance Director (Singapore/US)
• Assessment: Bitdeer sells 100% of mining output (BTC Holdings=0), no hodl strategy. Aggressively expanding AI Cloud business (NVIDIA GTC exhibition + Bitdeer AI brand), Scrypt miner promotion underway

Marathon (MARA) ✅ Visited

• Note: @MARAHoldings migrated to @MARA (new account, 82.7K followers)
• 🔴 Major News — Exaion Acquisition: MARA CEO @fgthiel video introducing acquisition of Exaion (French secure private cloud, serving France's most critical energy infrastructure) https://x.com/MARA/status/2034631687678668827 — 127 likes, 10K views
• 🔴 Starwood Digital Ventures (SDV) Partnership: MARA leveraging existing energized, grid-connected, scaled mining sites to convert into AI/enterprise data center campuses. "Hardware arrives in months, but new transmission lines can take 7-10 years" https://x.com/MARA/status/2034336464704508070 — 190 likes, 19K views
• Assessment: MARA pursuing dual tracks — Exaion acquisition (energy infrastructure) + SDV partnership (mine-to-AI data center conversion). Clear strategic ambition

Riot (RIOT) ✅ Visited

• Latest post Mar 3: Reported FY2025 financials, record $647.4M total revenue, mined 5,686 BTC https://x.com/RiotPlatforms/status/2028848241396121980 — 79 likes, 6K views
• AMD Data Center Lease (Jan 21): Signed data center lease with AMD, initial 25 MW phased delivery (Jan-May 2026), expandable to 200 MW https://x.com/RiotPlatforms/status/2013665311271112929
• Assessment: Very few recent posts (latest 20 days ago), low social media activity. But AMD lease and earnings data show decent fundamentals

CleanSpark (CLSK) ✅ Visited

• Bio Highlights: Power Under Contract: 1.8 GW | BTC Holdings: 13,363 (100% self-mined)
• "Mullet Mining" Strategy: CEO S Matthew Schultz retweeted hashrateindex article — why AI+BTC co-located mining beats full conversion https://x.com/smatthewschultz/status/2034311980866240748 — 65 likes
• $13.2M BTC Stack Revenue: Managing 13.3K BTC holdings, generated $13.2M income via volatility management last quarter https://x.com/wsfoxley/status/2032878700748833021 — 42 likes
• MarketMaverick Analysis: 1,809 MW scarce power, zero ATM dilution, $2B+ liquidity https://x.com/smatthewschultz/status/2033290194393407927 — 107 likes, 20K views
• Policy Advocacy: CEO met with Senator Steve Daines on digital asset education https://x.com/BitcoinVoter/status/2034289573308637317
• Assessment: CleanSpark uniquely positioned — 100% self-mined + full BTC hodl + "Mullet Mining" (AI+BTC hybrid) strategy. 1.8GW power contracts are core competitive advantage

Hut 8 (HUT) ✅ Visited

• Pinned — FY2025 Results: 15-year AI infrastructure lease (River Bend, valued at $7.0B) | Vega next-gen data center architecture commercialization | Spun out independent BTC public entity https://x.com/Hut8Corp/status/2026647761207083429 — 58 likes, 17K views
• Personnel Change: Sue Ennis departed to become president in AI and robotics. CEO Asher Genoot thanked her for 5 years of contribution https://x.com/ashergenoot/status/2033532257550377001 — 115 likes, 18K views
• Assessment: Latest original post from Feb 25-26. River Bend $7.0B AI lease is the company's biggest highlight. Personnel shift signals AI direction

Core Scientific (CORZ) ✅ Visited

• NVIDIA GTC Exhibition: Booth #130, positioning "AI shows no signs of slowing down" https://x.com/Core_Scientific/status/2034400194654343326 — 25 likes
• Cadillac F1 Partnership: Became official data center partner for Cadillac Formula 1 team, supporting their new US headquarters https://x.com/Core_Scientific/status/2033569982483685771 — 35 likes
• Dalton, GA Phase 2: ~145 MW AI-ready capacity | 250,000+ sqft | ~170 acres | advanced direct-to-chip liquid cooling | Gen 2 data center design https://x.com/Core_Scientific/status/2032536923298787459 — 32 likes
• Assessment: Core Scientific fully pivoting to AI data centers (Cadillac F1, Dalton GA Phase 2), moderate activity level

Bitmain ✅ Visited

• Latest post Mar 5: Appointed Bitmars @BITMARSGroup as North American hashrate ambassador https://x.com/BITMAINtech/status/2029540388374200516
• Paraguay Mine Showcase (Feb 13): 300MW capacity | 40K+ S21 series miners | 236x ANTSPACE HW5 water-cooled systems https://x.com/BITMAINtech/status/2022295135850291571
• Regional Ambassador Program: Asia (Unijoule/Unistar), LatAm (Vulcan), North America (Bitmars) — global layout
• ANTMINER D9 In Stock (Feb 3): DASH miner 1,770G / 2,839W / $1,168/unit https://x.com/BITMAINtech/status/2018661248091799659
• Assessment: Infrequent posting (latest 18 days ago), but global ambassador program and large-scale mines (Paraguay 300MW) show continued channel expansion

💼 Strategy / Saylor

@Strategy ✅ Visited

• 🔴 Continuing BTC Purchases: "We've been buying more $BTC through $STRC lately." (Mar 21) https://x.com/Strategy/status/2035060460106514845 — 3.2K likes, 151K views
• $STRC Reaches $5B: "Grew to $5B during a bitcoin bear market" (Mar 19) https://x.com/Strategy/status/2034321174209909201 — 3.1K likes, 286K views
• $STRC ATM = ~3.5x $BTC Supply (Mar 18) https://x.com/Strategy/status/2033938676619559204 — 1.5K likes, 522K views
• BPS Growth 3.0%: Bitcoin per Share grew 3.0% in first two weeks of March, driven by $STRC demand (Mar 17) https://x.com/Strategy/status/2033662262808903792 — 3.4K likes, 183K views
• Assessment: Strategy extremely active, continuously purchasing BTC via $STRC. $STRC ATM flywheel effect evident (ATM→Size→Liquidity→Demand→ATM)

@saylor ✅ Visited

• "The Orange March Continues" (12h ago) — Strategy brand image https://x.com/saylor/status/2035706528490013146 — 15K likes, 932K views
• Retweeted: CFTC allows BTC as margin collateral — Futures Commission Merchants can accept BTC as margin https://x.com/BitcoinMagazine/status/2035007397324853674 — 2.5K likes, 207K views
• Retweeted: Morgan Stanley BTC ETF Progress — Morgan Stanley filed S-1 amendment, $8T AUM recommending 0-4% BTC allocation, 2% = $160B (~3x IBIT) https://x.com/phongle/status/2035014988910207241 — 4.2K likes, 453K views
• Assessment: Saylor continues as Bitcoin's biggest evangelist. CFTC + Morgan Stanley represent two regulatory/institutional tailwinds worth monitoring

📈 Fundstrat / Tom Lee

@fundstrat ✅ Visited

• Pinned — March Bullish: Expects stocks to rally in March, led by MAG7, software $IGV, and crypto $BTC $ETH (Mar 3) https://x.com/fundstrat/status/2028507584265605402 — 956 likes, 302K views
• 🔴 Iran War View: Retweeted Altcoin Daily — "Tom Lee explains why despite Iran war, 2026 should still be bullish for crypto and stocks" (Mar 22) https://x.com/AltcoinDaily/status/2035446944051630132 — 867 likes, 115K views
• Ethereum Institutionalization: Retweeted Etherealize — Monday NYC 150+ US institutional executives at Institutional Ethereum Forum, $250T+ in assets represented https://x.com/Etherealize_io/status/2035343046498308460 — 665 likes, 76K views
• Clarity Act Progress: Retweeted Polymarket 69% probability Clarity Act signed in 2026. Tim Scott says new draft ready this week https://x.com/RyanSAdams/status/2035085893053141082
• BitMine ($BMNR): Tom Lee also serves as BitMine chairman, continues promoting $ETH acquisition strategy
• Assessment: Tom Lee maintains bullish stance (even amid Iran situation), key focus on Ethereum institutional adoption. Clarity Act regulatory progress is an important catalyst

⚡ Action Items Summary

Consolidated Across All Three Parts

🔴 Urgent

1. f2pool Sentiment Crisis Ongoing — @satofishi "cult of losers" controversy continues, BIP-110 community leveraging incident to rally miners away from f2pool. Response strategy needed ASAP
2. SSV DIP-50 Migration — ETH-denominated payment transition, SSV token payments to be discontinued. Monitor mainnet migration timeline and impact
3. Resolv Hack Event — Lido and ether.fi both confirmed user funds safe, but continued monitoring needed

🟡 Important

4. Mining Companies Pivoting to AI Data Centers — MARA (Exaion acquisition + SDV partnership), Riot (AMD 200MW), CleanSpark ("Mullet Mining"), Core Scientific (Dalton GA 145MW), Hut 8 (River Bend $7B) — clear industry trend
5. BIP-110 Adoption Reaches 10% — 163 days until September 2026 activation, pressure mounting. SpiderPool 4.2KB OP_RETURN flagged
6. Strategy $STRC Flywheel — Continuous BTC purchasing via $STRC, $5B scale, BPS +3%/month. Strong institutional BTC demand signal
7. Dense Regulatory Progress — CFTC allows BTC as margin, Morgan Stanley BTC ETF S-1, Clarity Act 69% probability, SEC discussed staking
8. Foundry Entering Zcash Pool — Launching April 2026, institutional-grade compliance infrastructure, 227K views

🟢 Positive

9. Tom Lee Remains Bullish — Expects March rally despite Iran situation (MAG7 + crypto)
10. Bitdeer SEALMINER DL1 Air — Scrypt miner livestream marketing, AI Cloud + NVIDIA GTC exhibition
11. Jito Strategy Clear — Four pillars, three phases framework + European ETP listing + $70.5M treasury
12. Ethereum Institutionalization Accelerating — NYC Institutional Ethereum Forum ($250T+ in assets), staking competitors attending conferences densely (EthCC, DAS NYC)

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