Daily Report

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2026-03-26 · English Report

Daily Report Part 1/3 — Market + Core Projects + BTC 2026-03-26

📈 Market Analyst Views

@IncomeSharks

  • Triple Witching Day Historical Analysis: In the past 3 midterm years, March saw bloodbaths after TWD. Bears expect a repeat of 2022-23; bulls favor the 2018 pattern (channel bottom in April). Source
  • Silver/BTC/Hood Price Sync: Silver $71, BTC $71k, Hood $72 — remove decimals and they're nearly identical Source
  • $RIVN vs $BTC: RIVN holders far worse off than BTC Source
  • (Pinned) Slice portfolio YTD +3%, outperforming S&P 500

@NoLimitGains

  • 🔥 Trump announces May 14-15 Beijing trip to meet Xi Jinping. Note: China has provided radar systems and satellite navigation to Iran Source
  • 🔥 Oman crude oil crashed nearly 50% in days Source
  • Iran rejects US ceasefire talks, calling them "illogical" Source
  • OpenAI promises PE 17.5% guaranteed return to raise new capital Source
  • First-time homebuyer median age reaches 40 — all-time high Source

🚗 Tesla $TSLA

@yxinsights

  • BTC outperformed gold by 20% and S&P by 15% over past month Source
  • ETH Power Law: Current fair value $3,300, +1σ = $8k, +2σ = $20k Source
  • Off this week, returning next Thursday

@DanBTC916 (Public content only)

  • $TSLA continues to be suppressed by 21-day MA (subscription content for details) Source
  • TSLA 2026 product line expansion? Citing Elon Musk: "Something way cooler than a minivan is coming" Source
  • (Pinned) TSLA outlook: End of 2025 push to $400-$480, mid-2026 re-accumulation phase
  • $TSLA in Wyckoff Distribution waterfall decline (subscription content)

📋 Core Project Updates

Lido (@LidoFinance)

  • stETH receives Credora A+ rating, default probability 0.10% Source
  • Northstake/Balance Canada: First North American custodian to integrate Lido V3 stVaults Source
  • Lido Impact Staking celebrates 1st anniversary Source
  • (Pinned) EarnETH & EarnUSD Vault launched

Lido Forum Highlights:

  • 🔒 Security Bulletin: Immunefi-reported vulnerability disclosure (March, no funds affected)
  • Lido V3 stVaults default risk assessment framework and fee parameter discussions
  • Rewards-Share Program 2024 ongoing discussion
  • LDO buyback and staking proposal
  • Lido Earn: $5M treasury allocation proposal

SSV Network (@ssv_network)

  • EthCC Cannes ticket giveaway: Create SSV Staking content to win 5 EthCC tickets (deadline Mar 26) Source
  • 🔔 SSV transitioning to ETH payments (pending DAO approval). Once live: no more SSV top-ups, must migrate to ETH payments. Testnet already live. Mainnet date TBD.
  • SSV rewards distribution: Most recent distribution post on Mar 16 (EridianAlpha), GBeast replied Mar 18. Monthly cadence continues.

Jito (@jito_sol)

  • "coming 2026" teaser with image (product announcement?) Source
  • DAS Market Layer Talk recording released Source
  • Blockworks IR founding partners Source
  • (Pinned) Strategic pivot: from pure infrastructure to product
  • Jito Governance: Recent proposals (SIMD-0185, JIP-33 Coinbase, JIP-34 liquidity) completed. No new active proposals.
  • Treasury: 209M JTO ($69.7M), 51K JitoSOL ($5.9M)

ether.fi (@ether_fi)

  • frxUSD rewards campaign launched (Frax Finance partnership) Source
  • LiquidUSD Vault TVL grew $106M, of which $84M in Cash Vault Source
  • User testimonial: 10-year unbanked user successfully opened EtherFi business account Source
  • Active hiring (15+ positions)

₿ BTC Tracking

@pwuille

  • ✅ Visited. Only 2 posts, no recent active content.

@TheBlueMatt

  • BTC developer morale is low — only a few teams still pushing forward Source
  • CLARITY Act FUD clarified: Section 302 is merely guidance on existing sanctions law, not an expansion of power Source
  • Cashu wallet implements BIP321 — unified QR standard Source
  • ⚡ Lightning Channel Splicing PR #1160 merged Source

@adam3us

  • BlackRock characterizes BTC: Neither "risk on" nor "risk off", traditional models cannot categorize it Source

@bitcoinoptech

  • Newsletter #397 Podcast (Mar 25): Cake Wallet adds Lightning, Sparrow 2.4.0/2.4.2 released Source
  • Bitcoin Core 31.0rc1 released (Mar 20), testing guide ready Source

@LukeDashjr

  • 🔥 Rare 2-block fork/reorg: Foundry vs AntPool+ViaBTC, Foundry mined 6 consecutive blocks. Nodes didn't see blocks 941881-941882 until block 941883 Source
  • Luke's comment: "Literally decided by mining centralisation" Source
  • BIP-110 discussion continues Source

@peterktodd

  • EU #ChatControl revote — European Parliament votes tomorrow on whether to extend privacy exemption Source

GitHub

  • Bitcoin Core releases: Latest v29.3 (Feb 11), v30.2 (Jan 13). Bitcoin Core 31.0rc1 in testing.
  • BIP 110: No recent new PRs or updates found on GitHub (discussion mainly on X/forums)

⚙️ Solana SIMD Governance

Recently Merged PRs (by update time):

  • #502 — Merged Mar 24, 11 comments
  • #490 — Merged Mar 14, 15 comments
  • #494, #478, #476, #477 — Batch merged Mar 18 (by buffalojoec)
  • #491 — Merged Mar 16
  • #418 — Merged Mar 5, 42 comments

22 Open PRs with active development continuing. 198 total merged proposals.

📋 Visit Status Checklist

Account/Source Status
@IncomeSharks ✅ Visited
@NoLimitGains ✅ Visited
@yxinsights ✅ Visited
@DanBTC916 ✅ Visited (public content only)
@LidoFinance ✅ Visited
@ssv_network ✅ Visited
@jito_sol ✅ Visited
@ether_fi ✅ Visited
@pwuille ✅ Visited (no recent content)
@TheBlueMatt ✅ Visited
@adam3us ✅ Visited
@bitcoinoptech ✅ Visited
@LukeDashjr ✅ Visited
@peterktodd ✅ Visited
research.lido.fi ✅ Visited (browser)
forum.ssv.network ✅ Visited (browser)
gov.jito.network ✅ Visited (browser)
GitHub bitcoin/bitcoin/releases ✅ Visited
GitHub bitcoin/bips ✅ Visited
GitHub Solana SIMD (merged PRs) ✅ Visited (browser)

Daily Report Part 2/3 — Competitors + Sentiment 2026-03-26

🏁 f2pool Competitors

1. @AntPoolofficial (29.7K followers)

  • Latest original post (Mar 10): Celebrating the milestone of 20 millionth BTC being mined, reaching 95.2% of total supply, only 1M BTC remaining
  • Retweet: OP_CAT Layer mainnet launch (Feb 15)
  • Pinned: SOC 1 Type II & SOC 2 Type II certification (Jan 20)
  • Product: Flash Swap upgrade, supporting LTC/DOGE→BTC, BTC→USDT auto-conversion (Feb 11)
  • ⚠️ Major event: AntPool+ViaBTC involved in 2-block fork/reorg with Foundry (see OP_RETURN monitoring section)

2. @ViaBTC (59.6K followers)

3. @SpiderPool_com (5.8K followers)

4. @FoundryServices (19.5K followers)

🏁 stakefish Competitors

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

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

7. @P2Pvalidator (23.7K followers, $10B+ protected, 0 slashing)

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

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

  • 🟢 Positive: Bitcoin Magazine published Chun Wang profile article — from BTC miner to commanding SpaceX polar orbit mission
  • 🟡 Moderate: BIP-110 supporters criticize Bitcoin Magazine for "puff piece" on f2pool — Chun Wang positioned as BIP-110 critic
  • 🟡 Moderate: f2pool mentioned in 2-block reorg event (alongside ViaBTC), Foundry 6 consecutive blocks, sparking mining centralization discussion
  • Not found: lawsuit, SEC, hack, scam, down related negative information

stakefish Sentiment

  • 🟢 Normal: X platform search found no negative sentiment (no lawsuit, SEC, hack, scam, down mentions)
  • Recent mentions are mostly tag spam, no substantive discussion
  • ⚠️ web_search unavailable, based on X platform search only

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (1.6K followers)

10. @LukeDashjr (103.5K followers)

11. @peterktodd (205.2K followers)

  • No recent OP_RETURN/spam-related original content
  • Main retweets: EU #ChatControl privacy topic, political/social issues
  • No recent posts found related to mining/f2pool/stakefish

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

📋 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: ✅ Completed
  • stakefish X search: ✅ Completed
  • ⚠️ web_search (Brave) unavailable, based on X platform search only

Daily Report Part 3/3 — Key Companies 2026-03-26

🏢 Mining Public Companies

Bitdeer (BTDR)

  • NVIDIA GTC Recap: Bitdeer AI Cloud announced support for NVIDIA OpenShell (open-source agent runtime), deployed on GB200 NVL72 systems. Source
  • Sealminer A2 Major Order: Uminers ordered 4,000 Sealminer A2 units; founder Batyr Hydyrov bullish on patented high-efficiency air intake design and dust/cold protection. Source
  • GTC Summary: AI builders need more compute power; Bitdeer positioning as infrastructure provider. Source
  • BTC Weekly Report (as of 3/20): BTC Holdings = 0 (pure holdings, excluding customer deposits); weekly output 126.3 BTC, all sold; net BTC added = 0. Source
  • Sealminer DL1 Air Livestream: Switched from Normal Mode to Low Power Mode; YouTube live showing real Scrypt mining data. Source

Marathon Digital / MARA

  • ⚠️ Note: @MARAHoldings has migrated to @MARA
  • MARA Pool Upgrade: Aligned with the proposed Great Consensus Cleanup soft fork (BIP 54); locktime now defaults to current block height minus 1, sequence value set to 21,000,000. Source (MARA retweet)
  • CTO Profile Video: Nir Rikovitch (Chief Technology & Product Officer) shares his career path and experience since joining MARA. Source
  • 🔥 Starwood + Exaion Strategy Explained: Announced both deals in the same week, revealing a larger strategic play. Mining isn't going anywhere — it's how MARA "earns revenue from day one" and aggregates powered land. Starwood and Exaion are how they convert it. Source
  • Exaion Acquisition: Operates secure private cloud environments powering France's most critical energy infrastructure. CEO Fred Thiel on what the acquisition unlocks. Source

Riot Platforms (RIOT)

  • Latest post on Mar 3: Reported full year 2025 financial results — record $647.4M total revenue, 5,686 BTC mined. Source
  • AMD Data Center Lease (Jan 21): Initial 25 MW deployment (phased Jan-May), expandable to 200 MW. Source
  • No new posts recently (last post over 3 weeks ago)

CleanSpark (CLSK)

  • Key Bio Data: Power Under Contract 1.8 GW; BTC Holdings 13,363 (100% self-mined)
  • "Mullet Mining" Strategy: CEO S Matthew Schultz promoting AI + BTC co-location concept — better than full pivot. Source (CleanSpark retweet)
  • $13.2M Quarterly BTC Management Revenue: CFO confirmed yield generation from 13.3K BTC holdings via volatility management. Source (CleanSpark retweet of Blockspace interview)
  • Structural Differentiation: 1,809 MW of scarce power, zero ATM dilution, $2B+ liquidity, in conversations with hyperscalers. Source (CleanSpark retweet)
  • Policy Advocacy: CleanSpark's Matt Plaisted discussed digital asset education with Senator Steve Daines at Bitcoin Voter Project. Source (CleanSpark retweet)

Hut 8 (HUT)

  • Pinned/Annual Summary (Feb 25): 2025 strategic achievements — signed River Bend 15-year AI infrastructure lease (valued at $7.0B); commercialized Vega next-gen data center architecture; launched dedicated publicly traded Bitcoin vehicle. Source
  • Executive Change: Sue Ennis leaves Hut 8 for President role in AI and robotics. CEO Asher Genoot thanked her five years of contribution. Source (Hut 8 retweet)
  • No new original posts recently (last original post Feb 26)

Core Scientific (CORZ)

  • 🆕 Dalton Phase 2 Under Construction (5h ago): From greenfield to vertical construction in rapid progression video. Source
  • Community Service: Partnered with Central Texas Food Bank to deliver 3,000 meals. Source
  • NVIDIA GTC Exhibit: Booth #130, discussing AI data center full lifecycle support. Source
  • Infrastructure Details: Showcased fiber conduit laying process — AI data center construction begins long before foundation is poured. Source

Bitmain

  • Scrypt Miner Promotions:
    • U2L9H (hydro-cooling): 27G / 5,670W / 210J/G, $210/G = $5,670/unit, 30 working days shipping. Source
    • ANTMINER L9 (air-cooling): 16G / 3,360W / 210J/G, $210/G = $3,360/unit, 7 working days shipping. Source
  • Bitmars becomes North America Hashrate Ambassador (Mar 5). Source
  • Paraguay Mining Farm Showcase (Feb 13): 300MW capacity, 40K+ S21 series miners, 236x ANTSPACE HW5 hydro-cooling systems. Source
  • No new SHA-256 miner release announcements recently

💼 Strategy / Saylor

@Strategy (MicroStrategy)

  • 🔥🔥 New $42B ATM Program (Mar 23): $21B $STRC ATM + $21B $MSTR ATM. 569K views. Source
  • 🔥 Acquired another 1,031 BTC (Mar 23): Average ~$74,326/BTC, total holdings 762,099 BTC, total cost ~$57.69B (average ~$75,694/BTC). Source
  • Bitcoin Hub Opened: Free Bitcoin coworking space at Tysons Corner HQ. Source
  • Anchorage Digital: Announced adding $STRC to their balance sheet. Source (Strategy retweet)

@saylor (Michael Saylor)

  • "71% to 2%. We engineer volatility.": Shared Strategy's volatility engineering results chart. Source
  • Hiring Bitcoin Security Director: To coordinate with global cyber, crypto, and Bitcoin security community. Source (Saylor retweet)
  • 🔥 Retweeted Bloomberg/Bernstein Analysis: BTC has likely reached a floor and could rise to $150,000 by end of 2026. Institutional ownership and financing reshaping BTC. Source (186K views)

📈 Fundstrat / Tom Lee

@fundstrat (Tom Lee)

  • Pinned (Mar 24): CNBC Closing Bell appearance discussing oil, gold, stocks, war. Source (77K views)
  • Watching $ORBS/OpenAI: Commented OpenAI's $1B humanitarian grants as "good to see". Source
  • Iran Risk Analysis: Fundstrat Direct warns — Iran missile attacks down from peak but real risk still building. Source
  • Kraken/ORBS Holdings: Kraken parent Payward disclosed 11,959,427 shares of Eightco (ORBS) (3.6% stake). Source (Tom Lee retweet)

⚡ Action Items Summary

(Consolidated from Part 1 + Part 2 + Part 3)

🔴 Urgent

  1. Strategy $42B ATM + 1,031 BTC Purchase: Institutional capital continues flowing into BTC, directly supporting mining demand and price. Closely monitor MSTR/STRC issuance pace. Source
  2. Bitcoin 2-Block Reorg Event: Foundry 6 consecutive blocks vs AntPool+ViaBTC, SpiderPool issued 34.4KB OP_RETURN. Mining centralization debate heating up; monitor subsequent community reactions and potential protocol-level discussions. Source

🟡 Important

  1. MARA Pool Upgrade Aligned with BIP 54: Great Consensus Cleanup making tangible progress, mining pools proactively aligning. Watch whether f2pool follows. Source
  2. Bernstein Predicts BTC $150K by 2026 EOY: Saylor retweeted Bloomberg report, institutional narrative strengthening. Source
  3. Trump May 14-15 Beijing Visit: Geopolitical inflection point signal; Iran situation + Oman crude crash overlapping, macro volatility increasing. Source
  4. Mining Company AI Transition Accelerating: Bitdeer (GB200+OpenShell), MARA (Starwood+Exaion), CleanSpark (Mullet Mining), Core Scientific (Dalton Phase 2), Hut 8 (River Bend $7B) all advancing AI/HPC infrastructure.
  5. Bitmain Scrypt Miner Promotions: L9 and U2L9H both at 210J/G, may signal intensifying Scrypt hashrate competition or upcoming new product releases. Source

🟢 Positive

  1. Bitdeer Sealminer A2 Receives 4,000 Unit Order: Mining equipment sales continue growing, brand recognition increasing. Source
  2. CleanSpark BTC Management Strategy Success: $13.2M quarterly revenue from 13.3K BTC holdings volatility management. Source
  3. Foundry Launching ZEC Pool in April: Mining pool diversification trend; Zcash ecosystem may see hashrate boost. Source

📋 Visit Status Checklist

  1. @BitdeerOfficial ✅ Visited
  2. @MARAHoldings → @MARA ✅ Visited (migrated to new handle)
  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/2026-03-26_combined_en.md