2026-03-24 · English Report

Daily Report Part 1/3 — Market + Core Projects + BTC 2026-03-24

📈 Market Analyst Views

@IncomeSharks ✅ (Latest post: Mar 21)

No new posts in the past 24h. Recent views (Mar 21):

@NoLimitGains ✅ (Posts 8-14h ago, very fresh)


🚗 Tesla $TSLA

@yxinsights ✅ (5-7h ago)

@DanBTC916 ✅ (7-17h ago, mostly subscription-locked)

Publicly visible content:


📋 Core Project Updates

@LidoFinance ✅

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

  • [Security Bulletin] Immunefi Vulnerability Batch Disclosure — March 2026 (12h ago) — Funds unaffected
  • Proposal: Transition the LNOSG into the CMC (12h ago)
  • Lido Earn: $5m Treasury Allocation (16h ago) — Under discussion (20 replies)
  • Liquid Buybacks: NEST execution with LDO/wstETH (7h ago) — 74 replies, active discussion
  • Lido Protocol – LTM Financial & Valuation Tracker (5h ago) — New financial tracker
  • GOOSE-2025 & EGGs-2025 Final Report (6d ago)

@ssv_network ✅ (10h ago)

SSV Forum (forum.ssv.network) ✅:

  • ⚠️ Important: Transition to ETH-Denominated Payments — SSV Network transitioning to ETH-denominated payments (pending DAO approval). After upgrade, SSV deposits to extend cluster runway will no longer be possible. Must deposit sufficient SSV immediately to ensure pre-migration operations.
  • [DIP-56] Anchor Client Ongoing Development & Maintenance (2026-2027) (9h ago)
  • [DIP-54] Public Operator Soft Fee Floor & OC Policy Authorization (13h ago)
  • [DIP-55] Add ENS Names to Core Protocol Contracts (5d ago)
  • [DIP-50] Effective Balance Oracles, ETH Payments, SSV Staking (4d ago, 8 replies)
  • Security Report #64522 (4d ago, 4 replies)
  • MOC Report: 4-Year DAO Budget Update (7h ago)
  • SSV Rewards Distribution (Evergreen Post): web_fetch failed to render full content, no new distribution updates found

@jito_sol ✅ (4-11h ago)

Jito Gov (gov.jito.network) ✅:

  • Recently completed proposals (~1 month ago):
    • SIMD-0185 Feature Gate Upgrade Part 1 & 2
    • JIP-33: Jito x Coinbase Partnership
    • JIP-34: Liquidity and Incentive Budget
  • No new active voting proposals

@ether_fi ✅ (5h-Mar 21)


₿ BTC Dedicated Tracking

@pwuille ✅

  • Only 2 historical posts, no recent activity.

@TheBlueMatt ✅ (16h ago)

@adam3us ✅ (10-15h ago)

  • H100 Group Acquisition: Signed LOI to acquire Moonshot AS and Never Say Die AS, all-stock deal, holdings may increase to ~3,500 BTC, with Adam Back's support
  • Data Embedding Discussion: Stuffing data in transaction fields is possible in any internet protocol. Demo: DOOM code stored in DNS records and loaded/executed
  • Liberated systemd: Retweeted systemd fork (removing age verification feature), applauding open-source fork spirit

@bitcoinoptech ✅ (Mar 20)

@LukeDashjr ✅ (5h ago)

@peterktodd ✅ (9-17h ago)

Bitcoin Core & BIPs (GitHub)

  • Latest Versions: v29.3 (Feb 11), v30.2 (Jan 13)
  • Bitcoin Core 31.0rc1: Release candidate for next major version, testing guide published
  • BIP repository: no significant recent changes

⚙️ Solana SIMD Governance

Merged PRs (Recent):

  • SIMD-0490: Upgrade BPF Stake Program to v5.0.0 (Mar 14)
  • SIMD-0418: Enable Loader v2 to v3 Program Migrations (Mar 5)
  • SIMD-0266: Efficient Token program (Mar 13) — 37 comments
  • SIMD-0391: Stake Program Float to Fixed-Point (Mar 11) — 47 comments
  • SIMD-0444: Relax program data account check in migration (Mar 4)
  • Linter: add Advisory to valid category and type values (Mar 18)
  • Amend SIMD-0123, 0232, 0291: fix instruction discriminant (Mar 18)
  • Feature(0001): add advisory SIMD type to process (Mar 13)

Open PRs: 24 open


📋 Visit Status Checklist

# Account/Source Status Notes
1 @IncomeSharks ✅ Visited Latest post Mar 21
2 @NoLimitGains ✅ Visited Active 8-14h ago
3 @yxinsights ✅ Visited Active 5-7h ago
4 @DanBTC916 ✅ Visited Mostly subscription-locked
5 @LidoFinance ✅ Visited Mar 20-22
6 @ssv_network ✅ Visited 10h ago
7 @jito_sol ✅ Visited Active 4-11h ago
8 @ether_fi ✅ Visited 5h-Mar 22
9 @pwuille ✅ Visited Only 2 posts, no recent activity
10 @TheBlueMatt ✅ Visited Active 16h ago
11 @adam3us ✅ Visited Active 10-15h ago
12 @bitcoinoptech ✅ Visited Mar 18-20
13 @LukeDashjr ✅ Visited Active 5h ago
14 @peterktodd ✅ Visited Active 9-17h ago
15 research.lido.fi ✅ Visited Active (5h-12h ago)
16 forum.ssv.network ✅ Visited Important: ETH payment migration
17 gov.jito.network ✅ Visited No active votes
18 SSV Rewards Post ⚠️ Partial web_fetch failed to render full content
19 Bitcoin BIPs (GitHub) ✅ Visited No major changes
20 Bitcoin Core releases ✅ Visited v29.3, v30.2 latest
21 Solana SIMD Merged PRs ✅ Visited Multiple recent merges
22 Solana SIMD Open PRs ✅ Visited 24 open

Daily Report Part 2/3 — Competitors + Sentiment 2026-03-24

🏁 f2pool Competitors

1. @AntPoolofficial (29.7K followers)

  • Latest Post: Mar 10 — The 20,000,000th BTC has been mined, total supply at 95.2%, only 1,000,000 BTC remaining (link)
  • Pinned: Jan 20 — SOC 1 Type II & SOC 2 Type II certification (link)
  • Other: Feb 15 retweeted OP_CAT Layer mainnet launch; Feb 11 Flash Swap upgrade supports LTC/DOGE→BTC, BTC→USDT
  • ⚠️ Important: AntPool+ViaBTC involved in two-block fork/reorg event (see OP_RETURN section)

2. @ViaBTC (59.6K followers)

  • Latest Post: 6h ago — ETC mining snapshot: price ~$8.51, difficulty ~2.46P, network 175.26 TH/s, ViaBTC pool 1.62 TH/s (link)
  • Pinned: Mar 21 — Recruiting volunteers for Las Vegas Bitcoin Conference side event (The Venetian, Apr 27) (link)
  • Other: Mar 17 community quiz event (3,000 TH BTC hashrate prize pool)
  • ⚠️ Important: ViaBTC involved in two-block fork/reorg event

3. @SpiderPool_com (5,814 followers)

  • Latest Post: Mar 13 — Co-founder Seven to speak at Blockchain Forum Moscow 2026 (Apr 14-15) (link)
  • Pinned: Jun 25, 2025 — SOC 2 Type I certification
  • Other: Nov 2025 BTC staking zero-interest loan product (70% LTV)
  • ⚠️ Important: SpiderPool mined block containing 4.2KB OP_RETURN payload (see OP_RETURN section)

4. @FoundryServices (19.5K followers)

  • 🔴 Major: Mar 19 — $ZEC network hashrate hits all-time high, Foundry Zcash pool launching soon (link) — 51K views
  • 🔴 Major: Mar 11 — Officially announced Foundry Zcash mining pool, launching April 2026. Compliance-first, institutional-grade infrastructure (link) — 228K views, 645 likes — Highest engagement post recently
  • ⚠️ Important: Foundry mined 6 consecutive blocks, causing two-block fork (see OP_RETURN section)

🏁 stakefish Competitors

5. @Kiln_finance (11.9K followers, $18B+ delegated assets)

  • Latest Post: 12h ago — Analysis of @doublezero Solana validator network layer, 170M+ SOL staked (link)
  • Pinned: Mar 18 — Partnership with @railnet_org, CoinShares becomes first regulated asset manager to deploy multi-source yield strategy (link)
  • Other: Mar 20 — Co-signed open letter with 1inch calling for universities to update DeFi education

6. @Figment_io (27.4K followers, 1000+ institutional clients)

  • Latest Post: 11h ago — Brazil event summary (Institutional Summit + Digital Asset Sidebar Brasil) (link)
  • Important: Mar 20 — SEC addressed protocol staking this week, Figment says "this is progress" (link)
  • Other: Mar 20 attending Cannes EthCC; Mar 19 supporting Tempo mainnet launch (stablecoin infrastructure)
  • Security: COO Annalea Sanders (CISSP) also serves as Blockchain Security Standards Council co-chair

7. @P2Pvalidator (23.7K followers, $10B+ secured assets, 50+ networks, 0 slashing)

  • Latest Post: 13h ago — Solana transaction landing speed analysis, emphasizing routing and Stake Weighted QoS (link)
  • Pinned: Mar 18 — Launched Syncro Sender (Solana transaction landing tool) (link)
  • Other: Mar 20 — Attending Digital Asset Summit NYC and Cannes events (partnering with 1inch)

8. @everstake_pool (105.1K followers, 1.6M+ users, 130+ networks)

  • Latest Post: 7h ago — Announced participation in EthCC 2026 Cannes (link)
  • Important: 9h ago — Aptos Proposal #185 10x Gas Fee passed and executed (link)
  • Important: 9h ago — SEC officially classifies SOL as non-security (link)
  • Pinned: Mar 17 — $ADA staking via Trezor 0% validator fee promotion

🔴 f2pool & stakefish Sentiment

⚠️ web_search unavailable, based on X platform search only

f2pool Sentiment

  • 🟢 Positive: f2pool 20h ago published BTC mining difficulty drop 7.76% analysis, miners below 22W/T profitable at $68K BTC
  • 🟢 Positive: JingleMiner SOLO miner featured on f2pool "Hot Miners" leaderboard (first low-hashrate product featured)
  • 🟡 Neutral: $NAT token distribution discussion (community miners requesting f2pool distribute $NAT as "secondary subsidy")
  • 🟢 No Negative: No lawsuit, hack, scam, or downtime related content found

stakefish Sentiment

  • 🟢 Positive: Mar 11 stakefish integrated into OneKey wallet DeFi module
  • 🟡 Neutral Speculation: Mar 11 analyst speculated if Zcash crosslink launches, stakefish and Lido might join ZEC staking
  • 🟢 No Negative: No SEC, hack, downtime, or scam related content found

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (1,612 followers)

  • 🔴 Major: Mar 22 — LARGE OP_RETURN ALERT: 4.2KB payload in block 941652, Miner: SpiderPool (link)
  • 🔴 Major: Mar 22 — BIP-110 node adoption reaches 10%. Bitcoin Knots 21.6%, Core v30 21.5%. 163 days until September 2026 activation (link) — 12K views, 142 likes
  • Mar 19 — Newsletter Issue#16 exploring defaults and soft forks (link)
  • Pinned: BIP-110 activating September 2026, tracking miner signaling and node adoption

10. @LukeDashjr (103.5K followers)

  • 🔴 Major: 5h ago — Commented "Literally decided by mining centralisation", citing @0xB10C report of two-block fork/reorg: Foundry vs AntPool+ViaBTC. Foundry mined 6 consecutive blocks (link) — 8.3K views, 145 likes
  • Retweeted BIP-110 supporting enterprises list (Mar 17) and "Run Knots + BIP-110" advocacy (Mar 22)

11. @peterktodd (205.2K followers)

  • Recent posts mainly about Ukraine/geopolitics and "Bitcoin fixes this" (Iranian currency devaluation)
  • No recent OP_RETURN related posts found

12. @GrassFedBitcoin (25.6K followers, OCEAN mining CBO)

  • Mar 23 — Sarcastically quoted "Most OP_RETURNs were 83 bytes or smaller" (link) — 5.2K views
  • Mar 23 — Bitcoin mostly contains financial activity because it's optimized for that (link) — 4.9K views
  • Continues promoting BIP-110 and OCEAN mining

📋 Visit Status Checklist

# Account Status
1 @AntPoolofficial ✅ Visited
2 @ViaBTC ✅ Visited
3 @SpiderPool_com ✅ Visited
4 @FoundryServices ✅ Visited
5 @Kiln_finance ✅ Visited
6 @Figment_io ✅ Visited
7 @P2Pvalidator ✅ Visited
8 @everstake_pool ✅ Visited
9 @CunyRenaud ✅ Visited
10 @LukeDashjr ✅ Visited
11 @peterktodd ✅ Visited
12 @GrassFedBitcoin ✅ Visited

Sentiment Search: ✅ f2pool (X search) | ✅ stakefish (X search) | ❌ web_search unavailable


Daily Report Part 3/3 — Key Companies 2026-03-24

🏢 Mining Public Companies

Bitdeer (BTDR) ✅

BTC Holdings Weekly Report (Mar 21):

  • BTC Holdings: 0 (pure holdings, excluding customer deposits)
  • BTC Output: 126.3 BTC
  • BTC Sold: 126.3 BTC (all sold)
  • Net BTC Added: 0 BTC
  • Data as of March 20, 2026
  • Tweet link

NVIDIA GTC Exhibition (Mar 19-22):

  • Attended NVIDIA GTC 2026, Booth #3206
  • Showcased end-to-end AI power and GPU compute capabilities via @Bitdeer_AI
  • Summary: AI builders need more power, Bitdeer positioning as supplier
  • Tweet link

SEALMINER DL1 Air Live Test (Mar 18-19):

  • YouTube 24h live test of SEALMINER DL1 Air (Scrypt miner for LTC/DOGE)
  • First 24h in Normal Mode, then switched to Low Power Mode
  • Demonstrating real hashrate and power consumption data
  • Tweet link

📌 Key Takeaway: Bitdeer maintains zero BTC holding strategy (mine and sell), while actively developing AI infrastructure and proprietary mining hardware.


Marathon / MARA (MARA) ✅

🔴 Major — Starwood & Exaion Dual Announcement (11h ago):

  • Announced Starwood partnership and Exaion acquisition in the same week
  • Explicitly stated "Bitcoin mining isn't going anywhere" — mining is the reason they have these sites
  • Mining helps energize sites, earn revenue from day one, prove under real load
  • Starwood Partnership (SDV): Converts select mining sites into AI/enterprise data center campuses, bypassing years-long buildout
  • Hosted Q&A with CEO @fgthiel, CFO @theRealSalKhan, and Chief Growth & Strategy Officer Duncan Dickerson
  • Tweet link — 12K views, 184 likes

🔴 Major — Exaion Acquisition (Mar 19):

  • Exaion operates secure private cloud environments powering France's most critical energy infrastructure
  • CEO @fgthiel released video explaining acquisition value
  • Tweet link — 10K views, 128 likes

AI Infrastructure Strategy Article (Mar 19):

  • "The AI Bottleneck Is Power" — Data center industry faces fundamental constraint: power
  • Hardware deliverable in months, new transmission development takes 7-10 years
  • MARA already owns energized, grid-connected sites running at scale
  • Tweet link — 20K views, 191 likes

📌 Key Takeaway: MARA pursuing dual strategy — maintaining BTC mining while actively pivoting to AI/HPC data centers. Starwood+Exaion marks a strategic transformation milestone.


Riot Platforms (RIOT) ✅

No Recent Posts (latest Mar 3)

Full Year 2025 Financials (Mar 3):

  • Record full year total revenue of $647.4 million
  • Mined 5,686 BTC
  • 2025 called a "watershed year" for Riot
  • Tweet link

AMD Data Center Lease (Jan 21):

  • Signed data center lease agreement with AMD
  • Initial 25 MW deployment (phased delivery Jan-May 2026)
  • Expandable to 200 MW
  • Tweet link

📌 Key Takeaway: Riot has been socially silent for 3 weeks. Record 2025 revenue but low engagement. AMD partnership marks entry into AI/HPC space.


CleanSpark (CLSK) ✅

Profile Update — Key Metrics:

  • Power Under Contract: 1.8 GW
  • BTC Holdings: 13,363 BTC (100% self-mined)
  • Repositioned from Bitcoin miner to "Data Center Developer for AI, HPC and Bitcoin"

Recent Retweet Highlights:

"Mullet Mining" Strategy (Mar 19 retweet):

  • Hashrate Index article: "Running AI + Bitcoin on One Site Beats a Full Pivot"
  • Running AI and BTC mining on the same site outperforms a full pivot
  • CEO Matt Schultz (@smatthewschultz) retweeted
  • Tweet link — 5.3K views

CEO Interview: Company Journey (Mar 18 retweet):

  • CEO Schultz recalls early struggles (wife once offered her wedding ring to help make payroll)
  • Now $CLSK sees $1B+ in single-day trading liquidity
  • Tweet link

Analyst Views (Mar 16 retweet):

  • "1,809 MW of scarce power, zero ATM dilution, $2B+ liquidity"
  • Active conversations with potential clients
  • Tweet link — 20K views

BTC Holdings Yield (Mar 15 retweet):

  • Generated approximately $13.2 million revenue from BTC holdings management last quarter
  • "We definitely benefit from the volatility"
  • Tweet link — 8.2K views

Policy Advocacy (Mar 18 retweet):

  • CleanSpark President @mplaisted99 questioned Senator @SteveDaines about constituents' views on digital assets
  • Tweet link

📌 Key Takeaway: CleanSpark's 1.8GW power + 13,363 BTC holdings among industry strongest. "Mullet Mining" strategy (co-located AI+BTC) worth monitoring.


Hut 8 (HUT) ✅

No Recent Original Posts (latest Feb 25-26)

Pinned — 2025 Full Year Strategic Review (Feb 25):

  • Signed 15-year AI infrastructure lease (River Bend), valued at $7.0 billion
  • Commercialized next-generation data center architecture (Vega)
  • Launched dedicated publicly traded Bitcoin entity
  • Tweet link — 17K views

Personnel Change (Mar 16 retweet):

  • SVP Sue Ennis departing, taking on role as President in AI and robotics space
  • CEO Asher Genoot posted appreciation for her five years of contribution
  • Tweet link — 18K views

📌 Key Takeaway: Hut 8's River Bend $7B AI lease is one of the largest single deals in the industry. Low recent social activity; executive departure worth tracking.


Core Scientific (CORZ) ✅

Community Outreach (7h ago):

  • Partnered with @CTXFoodBank to deliver 3,000 meals to Central Texas families
  • Tweet link

NVIDIA GTC Exhibition (Mar 17-19):

  • Booth #130, showcasing fully integrated AI data center platform
  • Covering power, cooling, construction, scaling across full lifecycle
  • Tweet link

AI Data Center Construction Progress (Mar 18):

  • Shared photos of fiber conduit installation
  • Tweet link

📌 Key Takeaway: Core Scientific steadily advancing AI infrastructure buildout, NVIDIA GTC showcased tech capabilities, but lacking major commercial announcements recently.


Bitmain ✅

Scrypt Miners Now Available for Spot Sale (12h ago):

  • ANTMINER L9: 16G, 3,360W, 210J/G — $3,360/unit ($210/G)
  • U2L9H (Hydro-Cooling): 27G, 5,670W, 210J/G — $5,670/unit ($210/G)

Channel Partnerships:

  • Mar 5: Bitmars appointed as official North America Hashrate Ambassador
  • Feb 9: Unijoule (Unistar Group) appointed as official Asia Hashrate Ambassador

📌 Key Takeaway: Bitmain launches Scrypt miners (LTC/DOGE) at 210J/G efficiency. Directly competing with Bitdeer's SEALMINER DL1 Air.


💼 Strategy / Saylor

Strategy (@Strategy) ✅

🔴 Major — Acquired 1,031 BTC (13h ago):

  • Purchased 1,031 BTC for ~$76.6 million at ~$74,326/BTC
  • As of 3/22/2026, total holdings: 762,099 BTC
  • Total acquisition cost: ~$57.69 billion at ~$75,694/BTC average
  • Tweet link — 71K views, 4.4K likes

🔴 Major — New $42 Billion ATM Programs (12h ago):

  • New $21 Billion $STRC ATM Program
  • New $21 Billion $MSTR ATM Program
  • Combined $42 billion in new funding capacity
  • Tweet link — 433K views, 2.1K likes

$STRC Growth (Mar 19-21):

  • $STRC grew to $5 billion market cap in a bitcoin bear market
  • "The $STRC reactor is spinning up. ATM → Size → Liquidity → Demand → ATM"
  • Tweet link — 287K views

Michael Saylor (@saylor) ✅

  • Simultaneously posted the BTC acquisition and ATM program announcements
  • BTC acquisition post: 1.1M views, 14K likes — Tweet link
  • ATM program post: 1.2M views, 9K likes — Tweet link
  • Retweeted Apyx (@apyx_fi) adding 111,112 shares of $STRC, bringing total holdings to 400,000 shares

📌 Key Takeaway: Strategy acquired 1,031 BTC in one week + announced $42B ATM programs, continuing aggressive accumulation. Total holdings: 762,099 BTC ($57.69B). $STRC growing against the trend in a bear market.


📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat) ✅

CNBC Appearance Today (6h ago):

  • Appearing on CNBC Closing Bell (3pm ET) with Scott Wapner
  • Topics: oil, gold, stocks, war
  • Tweet link — 42K views

Market Views:

  • Retweeted Etherealize on Wall Street's attitude toward Ethereum shifting from "terrified" to "eager"
  • Retweeted Danny Ryan: "Wall Street has flipped from terrified to use Ethereum to eager in the last 12 months"
  • Tweet link — 51K views

📌 Key Takeaway: Tom Lee's discussion topics today focus on macro (oil/war). Retweets indicate attention to Ethereum institutional adoption.


⚡ Action Items Summary

Consolidated from All Three Parts

🔴 Urgent:

  1. Strategy's new $42B ATM programs + 1,031 BTC acquisition — Total holdings 762,099 BTC, signaling extremely aggressive accumulation. Positive impact on overall BTC buyer liquidity [Source: Part 3 @Strategy]
  2. Ukraine strikes Russia's Primorsk oil port — 1.5M barrels/day processing capacity suspended, oil prices -9%. Geopolitical risk escalation [Source: Part 1 @NoLimitGains]
  3. BTC two-block fork/reorg — Foundry vs AntPool+ViaBTC, Foundry mined 6 consecutive blocks. @LukeDashjr calls it "Literally decided by mining centralisation" [Source: Part 2]

🟡 Important:

  1. MARA Starwood+Exaion dual announcement — Mining sites converting to AI data centers + acquisition of French cloud company. Signal of accelerating mining industry transformation [Source: Part 3 @MARA]
  2. CleanSpark "Mullet Mining" strategy — Co-located AI+BTC outperforms full pivot. 1.8GW power + 13,363 BTC holdings [Source: Part 3 @CleanSpark_Inc]
  3. BIP-110 node adoption reaches 10% — 163 days until activation. SpiderPool mined 4.2KB OP_RETURN block [Source: Part 2]
  4. SSV Network transitioning to ETH-denominated payments — Need to deposit sufficient SSV before migration to ensure cluster runway [Source: Part 1]
  5. Resolv hack incident — Lido Earn users safe, but DeFi security trends warrant attention [Source: Part 1]
  6. Bitmain launches Scrypt miners (LTC/DOGE) — Competing with Bitdeer SEALMINER DL1 [Source: Part 3]

🟢 Positive:

  1. Riot 2025 record revenue $647M — AMD 25-200MW data center lease signed [Source: Part 3]
  2. Hut 8 River Bend $7B AI lease — One of the largest single deals in the industry [Source: Part 3]
  3. Foundry launching Zcash mining pool (April 2026) — ZEC network hashrate at all-time high [Source: Part 2]
  4. SEC classifies SOL as non-security — Positive for staking services industry [Source: Part 2]
  5. Jito BAM expansion — Bitwise Onchain Solutions joins [Source: Part 1]

📋 Visit Status Checklist

# Account Status
1 @BitdeerOfficial (BTDR) ✅ Visited
2 @MARA (formerly @MARAHoldings) ✅ Visited (migrated to @MARA)
3 @RiotPlatforms (RIOT) ✅ Visited
4 @CleanSpark_Inc (CLSK) ✅ Visited
5 @Hut8Corp (HUT) ✅ Visited
6 @Core_Scientific (CORZ) ✅ Visited
7 @BITMAINtech ✅ Visited
8 @Strategy ✅ Visited
9 @saylor ✅ Visited
10 @fundstrat (Tom Lee) ✅ Visited