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):
- $VIX Triple Witching Pattern: Dec 19 Triple Witching Day = VIX bottomed; Mar 20 Triple Witching Day = VIX peaked. Believes this is not a coincidence.
- Contrarian Buy Signal: Mar 20 Triple Witching Day is suitable for buying (vs Dec 19 for selling)
- Fund Flows: SPY+QQQ record $64B outflows over past 3 months; record sidelined cash = no reason to fear
- $BTC: February squiggles still valid; support levels drawn months ago still being respected
- $SPY OBV: OBV indicator performing excellently; often makes mistakes by ignoring it
- Trading Philosophy: "Buy the ugliest charts when there's no bullish news... most people don't bid when fearful because they're busy listening to fear"
@NoLimitGains ✅ (Posts 8-14h ago, very fresh)
- 🚨 Ukraine strikes Russia's largest oil port Primorsk: Baltic's largest oil export terminal, handles 1.5M barrels/day, 60M tons/year. Fire broke out, oil tanks burning, workers evacuated, operations suspended.
- Oil Crash: Oil prices dropped 9% within minutes. Iran denies everything, prices still crashed.
- Trump/Iran: Trump says talks underway, Iran denies. 48-hour ultimatum became 5-day ceasefire. NoLimit expects short-term bounce then downtrend continues.
- OIH Profit: Sold partial OIH at $400, +18% in 1.5 months. Being profitable when everything drops is luxury.
🚗 Tesla $TSLA
@yxinsights ✅ (5-7h ago)
- $TSLA Broke Support: Still below support after Friday's breakdown, "still has much work to do 😞"
- $PLTR Cycle Turn: Recent lows align with cycle trough, price rebounding from that zone. If pattern holds, next step points to retest of highs.
- China Gold Buying: Continuous heavy buying since 2022, projecting higher levels at current pace. $GLD $GDX
@DanBTC916 ✅ (7-17h ago, mostly subscription-locked)
Publicly visible content:
- $TSLA Waterfall Decline in Wyckoff Distribution (subscription content, title only visible)
- Key $TSLA Levels: $365, $361.93, $358 (subscription locked)
- Pre-market Buy: "Good morning to all the overnight and pre market $TSLA buyers"
- Adding Position: Added pre-market below $360 (subscription locked)
- Pinned Long-term Outlook (Aug 2025): $TSLA should rally toward $400-$480 by end of 2025, then enter new consolidation phase through mid-2026 (due to soft Q1/Q2 from new affordable model ramp)
📋 Core Project Updates
@LidoFinance ✅
- 🚨 Resolv Hack Response (Mar 22): Lido is aware of the Resolv hack. Lido Earn user funds are safe, no action needed.
- EarnETH Vault: Flagship Lido Earn DeFi strategy EarnETH now available for stVaults via DeFi Wrapper connector, enabling DeFi-enhanced APR public staking products within one day.
- MixBytes Security Review Complete: Audit of Lido DeFi Wrapper and Mellow Strategy Adapter (EarnETH vault) completed
- Pinned: EarnETH & EarnUSD two new vaults launched (Mar 12)
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)
- EthCC Cannes Content Creator Tickets: 5 EthCC full passes giveaway, submissions due Mar 24, winners announced Mar 25.
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)
- 🆕 Bitwise Onchain Solutions Joins BAM: Running latest BAM validator. 8 years experience, $15B in assets, 40+ products.
- JET Latam Brazil: mmerge_io 2026 Brazil event video (4h ago)
- Pinned: "Infrastructure companies that stay infrastructure die. The winners build products on top of their infrastructure advantage."
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)
- Resolv Incident: "Etherfi funds are safu, as always." (Mar 22)
- 3Jane Unsecured Credit: ETHFI, weETH, liquidETH, liquidBTC holders can access up to 30% unsecured credit lines via 3Jane (>$1B DeFi assets)
- Cashback Vote: Users voting on cashback categories (Dining/Groceries vs Rideshare/Delivery vs Entertainment) — 427 votes ongoing
- Pinned: iOS App Earn feature launched (Feb 24)
₿ BTC Dedicated Tracking
@pwuille ✅
- Only 2 historical posts, no recent activity.
@TheBlueMatt ✅ (16h ago)
- ⚡ Lightning Channel Splicing PR Merged: bolts #1160 (feature 62/63) merged
- Stablecoin Censorship Tracker: Retweeted stables.rip — Real-time tracking of every USDC/USDT freeze on Ethereum and TRON
- Pinned: Call for Bitcoin community to build agentic payments on open money (Feb 13)
@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)
- Newsletter #397: Bitcoin Core 31.0rc1 release candidate, Cake/Sparrow/FIBRE and other client software updates
- Newsletter #396 Podcast (Mar 18): Discussion on collision-resistant hash function for Bitcoin Script, Gossip Observer traffic analysis tool, BDK wallet 3.0.0-rc.1
@LukeDashjr ✅ (5h ago)
- 🚨 Two-Block Fork/Reorg: Rare 2-block fork/reorg between Foundry and AntPool+ViaBTC. Foundry mined 6 consecutive blocks. Comment: "Literally decided by mining centralisation"
- BIP-110 Advocacy: Continues promoting Run Knots + BIP-110, retweeted BIP-110 supporting enterprises list
@peterktodd ✅ (9-17h ago)
- "Bitcoin fixes this": Commented on Iran issuing highest-denomination new banknote (10M rial ≈ $7)
- Ukraine Situation: Nearly boarded a train that was subsequently attacked en route to Kramatorsk. Russia increasing targeted attacks on passenger trains.
- Oil Prices and War: Iran war pushing oil prices up benefits Russia, but Ukraine is "implementing solutions" (drone attacks on Primorsk oil port)
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)
- Shipping within 7 working days
- Tweet link
- U2L9H (Hydro-Cooling): 27G, 5,670W, 210J/G — $5,670/unit ($210/G)
- Shipping within 30 working days
- Tweet link
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:
- 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]
- Ukraine strikes Russia's Primorsk oil port — 1.5M barrels/day processing capacity suspended, oil prices -9%. Geopolitical risk escalation [Source: Part 1 @NoLimitGains]
- 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:
- 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]
- CleanSpark "Mullet Mining" strategy — Co-located AI+BTC outperforms full pivot. 1.8GW power + 13,363 BTC holdings [Source: Part 3 @CleanSpark_Inc]
- BIP-110 node adoption reaches 10% — 163 days until activation. SpiderPool mined 4.2KB OP_RETURN block [Source: Part 2]
- SSV Network transitioning to ETH-denominated payments — Need to deposit sufficient SSV before migration to ensure cluster runway [Source: Part 1]
- Resolv hack incident — Lido Earn users safe, but DeFi security trends warrant attention [Source: Part 1]
- Bitmain launches Scrypt miners (LTC/DOGE) — Competing with Bitdeer SEALMINER DL1 [Source: Part 3]
🟢 Positive:
- Riot 2025 record revenue $647M — AMD 25-200MW data center lease signed [Source: Part 3]
- Hut 8 River Bend $7B AI lease — One of the largest single deals in the industry [Source: Part 3]
- Foundry launching Zcash mining pool (April 2026) — ZEC network hashrate at all-time high [Source: Part 2]
- SEC classifies SOL as non-security — Positive for staking services industry [Source: Part 2]
- 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 |