Daily Report

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2026-03-25 · English Report

Daily Report Part 1/3 — Market + Core Projects + BTC 2026-03-25

📈 Market Analyst Views

@IncomeSharks

  • Post-US-Iran Peace Concerns (2h ago): Worried that stocks may still fall after a US-Iran peace deal, as the conflict was merely a smokescreen for weakening US economic data — economic indicators were already deteriorating before the conflict https://x.com/IncomeSharks/status/2036579035900465641
  • Crypto Market Outlook (3h ago): Expecting a month of straight-up crypto gains this year to make up for prior pain, followed by months of sideways action where traders over-trade and give back profits https://x.com/IncomeSharks/status/2036567196718264598
  • BTC-Silver Pattern Comparison (8h ago): BTC and silver are tracing nearly identical chart patterns — $BTC $69,000 vs $SILVER $69, tops nearly identical ($BTC ~$125k, $SILVER ~$121), pullback magnitudes also similar https://x.com/IncomeSharks/status/2036494656641572894

@NoLimitGains

🚗 Tesla $TSLA

@yxinsights

@DanBTC916

📋 Core Project Updates

Lido (@LidoFinance)

X Updates:

Forum (research.lido.fi) Hot Topics (24h):

  • Community Staking Module (193 replies, active 5m ago)
  • Rethinking Ethereum Staking: UltraCore RFT (7h ago)
  • [PERCH] Request for Node Operators to run and test ETHGas (9h ago)
  • Lido Impact Staking - One Year Update (10h ago)
  • Organize the Lido Alliance Program as BORG (12h ago)
  • SSV Network vulnerability case study (15h ago)
  • [Security Bulletin] Immunefi Weakness Disclosure March 2026 (1d ago, funds not at risk)
  • Proposal: Transition LNOSG into CMC (1d ago)
  • Lido Earn: $5m Treasury Allocation (1d ago)
  • GOOSE-2025 & EGGs-2025 Final Report (7d ago)

SSV Network (@ssv_network)

X Updates:

Forum (forum.ssv.network) Key Updates:

  • 🚨 Major Change: SSV Network transitioning to ETH-denominated payments (banner notice), pending DAO approval. Once upgrade goes live: SSV token deposits to extend cluster runtime will no longer be accepted; the only path forward is migration to ETH payments
  • [DIP-55] Adding ENS names to core protocol contracts (2h ago)
  • [DIP-56] Anchor Client continued development & maintenance 2026-2027 (1d ago)
  • [DIP-54] Public operator soft fee floor and OC policy permissions (1d ago)
  • [DIP-50] Effective Balance Oracles, ETH-denominated payments, SSV Staking (5d ago, 8 replies)
  • MoC Report: 4-year DAO budget update (1d ago)
  • Security Report #64522 (5d ago)
  • Eridian resigned from IMP admin role (Jan 27)

🔔 SSV Reward Distribution Monitor:

  • Latest distribution post: 2025-03-16 (EridianAlpha posted 2025-02 reward distribution), followed by Mar 18 GBeast reply
  • ⚠️ Note: Eridian has resigned as IMP admin; future distributions may be handled by new personnel

Jito (@jito_sol)

X Updates:

  • Blockworks IR Portal Launch (4-6h ago): Blockworks launched dedicated investor relations platform for Jito (jito.blockworks.com), Jito among first partners https://x.com/jito_sol/status/2036544577121693783
  • Pinned: Infrastructure + Product Strategy (Mar 13): "Companies that stay at the infrastructure layer die. The winners build products on top of infrastructure advantages. We won't just be infrastructure." https://x.com/jito_sol/status/2032124465857900731
  • Hiring Head of Institutional Strategy & Development

Governance (gov.jito.network):

  • 82 proposals total; page requires wallet connection for details

ether.fi (@ether_fi)

X Updates:

₿ BTC Tracking

@pwuille (Pieter Wuille)

  • Only 2 posts, no recent activity found ✅ Visited

@TheBlueMatt (Matt Corallo)

  • RT BIP321 Adoption (11h ago): Most Cashu wallets implementing BIP321 — a unified QR code standard https://x.com/callebtc/status/2036450428515148149
  • RT Lightning Channel Splicing Merged (Mar 23): Channel Splicing (feature 62/63) PR #1160 merged into lightning/bolts https://x.com/realtbast/status/2036010806379229214
  • RT stables.rip: Stablecoin censorship tracker — real-time tracking of USDC/USDT freezes on Ethereum/TRON
  • Pinned: Calling for Bitcoin community to build open monetary system based on agentic payments

@adam3us (Adam Back)

@bitcoinoptech (Bitcoin Optech)

@LukeDashjr (Luke Dashjr)

  • Mining Centralization (Mar 24): Commented on a rare two-block fork/reorg (Foundry vs AntPool+ViaBTC), Foundry mined 6 consecutive blocks, criticized as "decided by mining centralisation" https://x.com/LukeDashjr/status/2036170498606784565
  • RT BIP-110 Support: Continues promoting Run Knots + BIP-110; someone compiling list of businesses supporting BIP-110

@peterktodd (Peter Todd)

  • Recent retweets mainly about Russia-Ukraine war: Primorsk port burning after Ukrainian attack, UNESCO protected buildings attacked
  • RT Meta/Digital Identity: Zuckerberg spending $200M lobbying for digital identity/age verification, as advertisers realize many ads are viewed by bots
  • No Bitcoin technical original content found recently

GitHub

Bitcoin Core Releases

  • Latest version tags: v29.3 (2026-02-11) and v30.2 (2026-01-13)
  • Bitcoin Core 31.0rc1 released (from Optech Newsletter #397)

Bitcoin BIPs

  • BIP repository active; BIP-110 under ongoing community discussion (Luke Dashjr actively promoting)

⚙️ Solana SIMD Governance

Recently Merged PRs (as of 2026-03-25):

  • SIMD-0340 revision: Mark dead blocks (intra- and inter-block CMR) — merged Mar 24, 2026 [#502]
  • SIMD-490: Upgrade BPF Stake Program to v5.0.0 — merged Mar 14, 2026 [#490]
  • SIMD-0418: Enable Loader v2 to v3 program migration — merged Mar 5, 2026 [#418]
  • SIMD-0266: Efficient Token program — merged Mar 13, 2026 [#266]
  • SIMD-0391: Stake Program Float to Fixed-Point — merged Mar 11, 2026 [#391]
  • SIMD-0189: SBPF stricter ELF headers — merged Jan 9, 2026 [#189]
  • SIMD-0438: Proactive Rent-Increase Safeguard — merged Jan 9, 2026 [#438]
  • Multiple revision PRs (instruction discriminant fixes for SIMD-0123, 0232, 0291, 0464)

Open PRs

  • ⚠️ Login required to view full list

📋 Visit Status Checklist

# Account/Source Status
1 @IncomeSharks ✅ Visited
2 @NoLimitGains ✅ Visited
3 @yxinsights ✅ Visited
4 @DanBTC916 ✅ Visited (mostly paid content)
5 @LidoFinance ✅ Visited
6 @ssv_network ✅ Visited
7 @jito_sol ✅ Visited
8 @ether_fi ✅ Visited
9 @pwuille ✅ Visited (only 2 posts, no recent activity)
10 @TheBlueMatt ✅ Visited
11 @adam3us ✅ Visited
12 @bitcoinoptech ✅ Visited
13 @LukeDashjr ✅ Visited
14 @peterktodd ✅ Visited
15 research.lido.fi ✅ Visited
16 forum.ssv.network ✅ Visited
17 gov.jito.network ✅ Visited (wallet connection needed for proposal details)
18 SSV Reward Distribution Monitor ✅ Visited (latest: 2025-03 distribution)
19 GitHub bitcoin/bips ✅ Visited
20 GitHub bitcoin/bitcoin releases ✅ Visited
21 Solana SIMD merged PRs ✅ Visited
22 Solana SIMD open PRs ❌ Login required

Daily Report Part 2/3 — Competitors + Sentiment 2026-03-25

🏁 f2pool Competitors

1. @AntPoolofficial ✅ Visited

  • Followers: 29.7K | Posts: 1,094
  • Recent Activity: Last original tweet was 2025-07-15, extremely low activity
  • Recent Content:
    • Jul 15, 2025: ANTPOOL Shop & BITMAIN jointly launched on-rack miner, first supporting ANTMINER S21+ Hyd https://x.com/AntPoolofficial/status/1945066502735958449
    • Retweeted Bitlayer Summer Launch 2025 (Jul 16) and Botanix mainnet (Jul 1)
    • Retweeted Antalpha Global Nasdaq listing $ANTA (May 15)
  • ⚠️ Note: Account has not posted original content for over 8 months

2. @ViaBTC ✅ Visited

3. @SpiderPool_com ✅ Visited

4. @FoundryServices ✅ Visited

  • Followers: 19.5K | Posts: 985 | Verified ✓ | 📍Rochester, NY
  • Recent Activity: Mar 19
  • Recent Content:

🏁 stakefish Competitors

5. @Kiln_finance ✅ Visited

6. @Figment_io ✅ Visited

7. @P2Pvalidator ✅ Visited

8. @everstake_pool ✅ Visited

🔴 f2pool & stakefish Sentiment

⚠️ web_search unavailable, based on X platform search only

f2pool Sentiment

  • 🟡 Medium — Half-empty block concerns: Users discussing why f2pool mines half-empty blocks / whether there's a high fee threshold. "What is f2pool refusing to include?" https://x.com/moonbootspleb/status/2036566935349936442
  • 🟡 Medium — Mining centralization discussion: In context of 2-block reorg event (Foundry vs AntPool+ViaBTC), f2pool as 3rd largest pool included in centralization risk discussion
  • 🟢 Positive — Hashrate share stable: Grok citing Hashrate Index data shows F2Pool at ~11.79% (3rd place) https://x.com/grok/status/2036607058263322862
  • Not Found: f2pool lawsuit, f2pool hack, f2pool scam, f2pool SEC, switch from f2pool — no serious negative sentiment

stakefish Sentiment

  • 🟢 Normal: Search results mainly promotional / airdrop mentions, no substantive negative content
  • Not Found: stakefish lawsuit, stakefish SEC, stakefish hack, stakefish down, stakefish scam — no negative sentiment

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud ✅ Visited

10. @LukeDashjr ✅ Visited

11. @peterktodd ✅ Visited

  • Bio: OpenTimestamps founder
  • Recent Content: Past 48h mainly retweeting Ukraine/Russia war content, no OP_RETURN or spam-related discussion found

12. @GrassFedBitcoin ✅ Visited

⚡ OP_RETURN Key Findings Summary

  1. OP_NET protocol launched one week ago, already 13.6% of all Bitcoin spam (89 MB / 6 days) — this is a new spam source
  2. SpiderPool repeatedly flagged as miner including large OP_RETURN payloads (34.4KB and 4.2KB)
  3. BIP-110 Timeline: Expected activation September 2026; community collecting supporting business list
  4. 2-block reorg event (Foundry vs AntPool+ViaBTC) used as argument for mining centralization risk
  5. OCEAN mining camp (Luke Dashjr + GrassFedBitcoin) continues pushing BIP-110 + Bitcoin Knots

📋 Visit Status Checklist

# Account Status Active 48h
1 @AntPoolofficial ✅ Visited ❌ (last post Jul 2025)
2 @ViaBTC ✅ Visited ✅ (today 16min ago)
3 @SpiderPool_com ✅ Visited ❌ (last post Mar 13)
4 @FoundryServices ✅ Visited ❌ (last post Mar 19)
5 @Kiln_finance ✅ Visited ✅ (Mar 23)
6 @Figment_io ✅ Visited ✅ (Mar 23)
7 @P2Pvalidator ✅ Visited ✅ (today 10h ago)
8 @everstake_pool ✅ Visited ✅ (today 7h ago)
9 @CunyRenaud ✅ Visited ✅ (today 7h ago)
10 @LukeDashjr ✅ Visited ✅ (Mar 24)
11 @peterktodd ✅ Visited ✅ (today 7h ago, but no OP_RETURN content)
12 @GrassFedBitcoin ✅ Visited ✅ (Mar 23)

Daily Report Part 3/3 — Key Companies 2026-03-25

🏢 Mining Public Companies

Bitdeer (BTDR) ✅ Visited

  • Bio: Bitcoin mining & AI Cloud — Operating data centers in the U.S., Canada, Norway, and Bhutan | NASDAQ: $BTDR
  • Followers: 28.4K | Posts: 2,102

Recent Updates:

📌 Key Takeaway: Bitdeer advancing on two fronts — miner sales (Sealminer A2 with 4,000-unit order) + AI Cloud business (GTC exhibition). All BTC sold, no hodl strategy. Scrypt miner (DL1 Air) actively being promoted.

Marathon Digital / MARA (MARA) ✅ Visited

  • Bio: Energy. Bitcoin. AI. | @MARA (migrated from @MARAHoldings)
  • Followers: 82.7K | Posts: 2,693

Recent Updates:

  • 🔥 Starwood + Exaion Dual Announcement (Mar 23): Two major partnerships announced in the same week. MARA stated "The timing revealed something bigger," emphasizing Bitcoin mining is the pathway to acquiring power sites, while Starwood and Exaion convert those sites into AI/enterprise data centers https://x.com/MARA/status/2036087476935143475
  • Starwood Partnership Details (Mar 19-23): MARA owns energized, grid-connected sites at scale. Bitcoin mining monetizes from day one. SDV (Starwood Digital Ventures) partnership converts select sites into data center campuses for AI and enterprise tenants without years-long buildout. CEO @fgthiel and CFO @theRealSalKhan hosted Q&A https://x.com/MARA/status/2034336464704508070
  • Exaion Acquisition (Mar 19): Exaion operates secure private cloud environments powering France's most critical energy infrastructure. CEO Fred Thiel explained the significance https://x.com/MARA/status/2034631687678668827
  • Core View: "Bitcoin mining isn't going anywhere. It's the reason we have these sites in the first place." https://x.com/MARA/status/2036087491850113365

📌 Key Takeaway: MARA signaling major strategic pivot this week — from pure mining to "Energy + BTC + AI" trifecta. Starwood leverages existing mining infrastructure for AI data centers; Exaion acquisition enters European (France) market.

Riot Platforms (RIOT) ✅ Visited

  • Bio: Riot's (NASDAQ: RIOT) mission is to empower the future of digital infrastructure | Castle Rock, CO
  • Followers: 54.7K | Posts: 1,503

Recent Updates:

📌 Key Takeaway: Riot's X update frequency is low (latest post Mar 3), but FY2025 numbers are impressive. AMD partnership is a significant step toward AI/HPC data center transition.

CleanSpark (CLSK) ✅ Visited

  • Bio: Data Center Developer for AI, HPC and Bitcoin | Nasdaq: $CLSK | Power Under Contract: 1.8 GW | BTC Holdings: 13,363 (100% Self-Mined)
  • Followers: 35.8K | Posts: 2,418

Recent Updates:

📌 Key Takeaway: CleanSpark championing "Mullet Mining" — running AI and BTC mining on the same site. 1.8 GW power contracts, 13,363 BTC holdings (100% self-mined), zero ATM dilution — positioned as one of the most structurally unique miners in the industry.

Hut 8 (HUT) ✅ Visited

  • Bio: Integrated energy infrastructure platform | Nasdaq, TSX: HUT | Miami, FL
  • Followers: 50.2K | Posts: 1,898

Recent Updates:

📌 Key Takeaway: Hut 8's $7B River Bend AI lease is its biggest highlight. Personnel change (Sue Ennis departure) notable but not negative.

Core Scientific (CORZ) ✅ Visited

  • Bio: Build smarter. Scale faster. High-density data centers purpose-built for demanding workloads | NASDAQ: $CORZ | Austin, Texas
  • Followers: 21.3K | Posts: 2,525

Recent Updates:

📌 Key Takeaway: Core Scientific fully positioned as an "AI data center" company. Recent X content focuses on GTC exhibition and infrastructure construction, with minimal mention of Bitcoin mining.

Bitmain ✅ Visited

  • Bio: The world's leading manufacturer of cryptocurrency mining servers through its brand ANTMINER
  • Followers: 113.4K | Posts: 2,500

Recent Updates:

📌 Key Takeaway: Bitmain recently focused on Scrypt miner (LTC/DOGE) sales and global channel building (Hashrate Ambassador program). No SHA-256 miner updates seen on X. In direct competition with Bitdeer in the Scrypt mining space.

💼 Strategy / Saylor

Strategy (@Strategy) ✅ Visited

  • Bio: The world's first & largest Bitcoin Treasury Company & leading provider of AI + BI software | $MSTR $STRC $STRK $STRF $STRD $STRE
  • Followers: 152.6K | Posts: 487

Recent Updates:

Michael Saylor (@saylor) ✅ Visited

  • Followers: 4.9M | Posts: 7,307

Recent Updates:

📌 Key Takeaway: Strategy extremely active this week — $42B ATM programs + continued BTC buying (total holdings 762,099 BTC). Saylor retweeting Bernstein's $150K target signals confidence in the outlook. Anchorage adding $STRC to balance sheet is a significant institutional adoption signal.

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat) ✅ Visited

  • Bio: CIO Fundstrat Capital | Research Head @fundstratdirect | @CNBC Contributor | Chairman @BitMNR $BMNR BitMine
  • Followers: 593.3K | Posts: 45.1K

Recent Updates:

📌 Key Takeaway: Tom Lee's focus today is macro — Brent at $100, war uncertainty, S&P below 200-day MA. These macro headwinds may pressure mining stocks, but BTC could benefit if its safe-haven narrative strengthens.

⚡ Action Items Summary

Synthesizing all three parts of today's report:

🔴 Urgent

  1. Macro Environment Deteriorating: Brent crude back at $100, S&P below 200-day MA, 30-year mortgage rate at 7% — risk assets may face further pressure
  2. SSV Network Major Change: SSV transitioning from SSV token to ETH-denominated payments (pending DAO approval); operators need to prepare for migration

🟡 Important

  1. Strategy $42B ATM Programs: New $21B $STRC + $21B $MSTR ATM programs, combined with continued buying (total holdings 762,099 BTC), provides medium-to-long-term BTC price support https://x.com/Strategy/status/2036075958738850102
  2. Miner AI Transition Accelerating: MARA (Starwood + Exaion), Riot (AMD lease), CleanSpark (Mullet Mining), Core Scientific (full AI pivot), Hut 8 ($7B River Bend) — entire industry shifting from pure mining to Energy + AI + BTC hybrid model
  3. Foundry Zcash Pool April Launch: Foundry entering ZEC mining; as the largest BTC pool (~34% hashrate), its expansion is worth watching
  4. f2pool Half-Empty Block Questioned: Community discussing why f2pool mines half-empty blocks; monitor sentiment https://x.com/moonbootspleb/status/2036566935349936442
  5. Bernstein BTC $150K Target: Saylor retweeted Bloomberg — Bernstein believes BTC has bottomed, could reach $150K by end-2026 https://x.com/business/status/2036477267107266686

🟢 Positive Signals

  1. BTC Safe-Haven Narrative Strengthening: Adam Back and Bloomberg analysts noting BTC is outperforming gold; gold ETF outflows while BTC ETF inflows
  2. Bitdeer Sealminer A2 Gets 4,000-Unit Order: Miner sales business growing
  3. Lightning Channel Splicing Merged: BIP technical progress; BIP321 unified QR standard also gaining adoption
  4. Lido Annual Report + EarnETH/EarnUSD Vaults: DeFi staking products continuing to diversify

📋 Visit Status Checklist

  1. @BitdeerOfficial ✅ Visited
  2. @MARAHoldings → Migrated to @MARA ✅ Visited
  3. @RiotPlatforms ✅ Visited
  4. @CleanSpark_Inc ✅ Visited
  5. @Hut8Corp ✅ Visited
  6. @Core_Scientific ✅ Visited
  7. @BITMAINtech ✅ Visited
  8. @Strategy ✅ Visited
  9. @saylor ✅ Visited
  10. @fundstrat ✅ Visited

Generated from reports/2026-03-25_combined_en.md