Daily Report Part 1/3 — Market + Core Projects + BTC 2026-03-27

📈 Market Analyst Views

@IncomeSharks

• $NKE Bearish: "Even Tim Cook buying couldn't save the stock." NKE's forward P/E is higher than $NVDA, still overvalued even after a 64% drawdown https://x.com/IncomeSharks/status/2037301289085014423
• Addiction Stock Correction: Big Tobacco and Monster Energy are experiencing major corrections, suggesting consumers may be cutting spending https://x.com/IncomeSharks/status/2037296739217211724
• Geopolitical View: "By the time you become a geopolitical expert in one conflict it's time to move on to the next." Bears look smart short-term but underperform long-term https://x.com/IncomeSharks/status/2037276301007143377

@NoLimitGains

• 🚨 Bond Market Signal: "The bond market is sending a very clear message right now." (447K views) https://x.com/NoLimitGains/status/2037277782359577036
• S&P Back to November Lows: "Things are playing out exactly as I said they would. The setup is almost ready. When I start deploying a lot of capital, you'll hear it here first." (1.8M views) https://x.com/NoLimitGains/status/2037184103074685235
• 🚨 Iran Military Action: "Axios is reporting the Pentagon is preparing options for a final strike on Iran. That includes boots on the ground." (380K views) https://x.com/NoLimitGains/status/2037108903972909564
• White House Deleted Video: White House posted then deleted a video — "It's launching soon right?" (475K views) https://x.com/NoLimitGains/status/2037089660237725989

🚗 Tesla $TSLA

@yxinsights

• $BTC Sentiment Poll: Daily sentiment poll — Will BTC go up or down in a week? 107 votes, voting ongoing https://x.com/yxinsights/status/2037213845748359197
• CLARITY Act Impact: Crypto stocks ($COIN, $HOOD, $CRCL) dropped due to CLARITY Act restricting passive stablecoin balance rewards. yxinsights sees this as positive — "Removing passive yield pushes stablecoins" https://x.com/yxinsights/status/2036791020726174097
• VIX Slow Climb: Retweet of @CestrianInc — VIX slowly climbing is harder to handle than sharp spikes, no clear reversal signal https://x.com/CestrianInc/status/2037190337249374532

@DanBTC916

• $TSLA Accumulation Plan: "Looking to add more $TSLA at and below the 50 week…" (subscriber content) https://x.com/DanBTC916/status/2037160018999730461
• FSD Milestone: Retweet @SawyerMerritt — Tesla published David Moss FSD 2,700+ miles zero-disengagement driving video (6.9M views) https://x.com/SawyerMerritt/status/2037228822529974589
• New Model Hint: Elon Musk hints "Something way cooler than a minivan is coming" — 2026 lineup may expand https://x.com/DanBTC916/status/2036675505777430999
• 21-Day MA Resistance: $TSLA continues to face 21-day moving average resistance (subscriber content) https://x.com/DanBTC916/status/2036808682399289554

📋 Core Project Updates

Lido (@LidoFinance)

• EarnETH Migration Notice: Calling DVV, GGV, stRATEGY holders to upgrade to new EarnETH vault. $100M+ already migrated https://x.com/LidoFinance/status/2037126487111778503
• stETH Rated A+: Credora gave stETH independent risk rating A+, default probability 0.10% https://x.com/CredoraNetwork/status/2036820536215642404
• Forum Highlights:
  • "Future of the Curated Module | CMv2 Landscape" (8h ago, 14 replies)
  • "Security Bulletin: Batched Immunefi-reported Weakness Disclosure — March 2026" (funds not at risk) (1d)
  • "LDO buybacks and staking" proposal (1d)
  • "Default risk assessment framework for Lido V3 (stVaults)" (1d)

SSV Network (@ssv_network)

• 🔔 Major: Transition to ETH Payments: SSV Network switching from SSV token to ETH payments. Once the upgrade goes live, SSV token top-ups will no longer extend cluster runtime. Immediate action required https://forum.ssv.network/t/dip-50-introduction-of-effective-balance-oracles-effective-balance-accounting-eth-denominated-payments-and-ssv-staking/2106
• Japanese Institutional Adoption: A listed Japanese company using SSV DVT via BITPoint, P2P Validator, and DefShimomura as ETH treasury strategy https://x.com/ssv_network/status/2037177494130827267
• 100K+ SSV Burned: Over 100K SSV burned YTD 2026. DIP-41 stipulates 50% of unclaimed fees go to rolling burns https://x.com/ssv_network/status/2037032324445917594
• SSV Revenue Distribution: Last distribution post updated Mar 16, 2025 (last year's data). No new distribution update
• Forum New DIPs:
  • DIP-54: Soft Fee Floor for Public Operators (18h)
  • DIP-56: Anchor Client Continued Development (1d)
  • DIP-55: Adding ENS names for Core Protocol Contracts (1d)
  • MOC Report: Update on the 4-year DAO Budget (3d)

Jito (@jito_sol)

• BAM Builder Series: New video series, Ergonia's Chris discusses market maker needs, market structure, client diversity https://x.com/jito_sol/status/2037264618725294346
• ForgeX Acquisition: Sonic SVM acquired ForgeX MM toolkit and open-sourced it, Jito infrastructure supports protected launches https://x.com/jito_sol/status/2037204177726677246
• DeFi Regulation: Retweet of DeFi Education Fund on software developer protections https://x.com/fund_defi/status/2037177482114212057
• Governance Proposals: Recently completed include SIMD-0185 Feature Gate upgrade (1 month ago), JIP-33/34 etc.

ether.fi (@ether_fi)

• Ride & Dine Event: Users have won over $80K USDC in rewards https://x.com/ether_fi/status/2037193943780114894
• frxUSD Rewards: Partnership with Frax Finance, rewards for holding and using $frxUSD https://x.com/ether_fi/status/2036852997821476968
• LiquidUSD TVL Growth $106M: Since EtherFi Cash launch, $84M in Cash vaults https://x.com/ether_fi/status/2036466336101171625

₿ BTC Dedicated Tracking

@pwuille (Pieter Wuille)

• Only 2 posts visible, no recent activity

@TheBlueMatt (Matt Corallo)

• CLARITY Act Discussion: Retweet about crypto regulation urgency — "Time is running out to get wins for crypto locked in" https://x.com/NeerajKA/status/2037283290642620470
• Lexe Wallet Launch: First publicly released self-custodial Lightning wallet using TEE-based always-online lightning node https://x.com/lexeapp/status/2037206479577424057
• Bitcoin Developer Morale: Retweet @callebtc — "The Bitcoin builder space is at a moral low. A handful of teams are still moving things forward." https://x.com/callebtc/status/2036793105173664129

@adam3us (Adam Back)

• libsecp256k1: Blockstream Research is a key contributor and maintainer of libsecp256k1 https://x.com/Blockstream/status/2037286421648769288
• HODL Company: Bitcoin HODL Co holds 164.487 BTC https://x.com/BTCTimescom/status/2037202621610545408
• MSTR vs STRC: Retweet — ~40% MSTR held by retail vs ~80% STRC held by retail; retail prefers low volatility high yield https://x.com/phongle/status/2037160077774238030

@bitcoinoptech

• Newsletter #397: Covers Cake Wallet Lightning support, Sparrow 2.4.0/2.4.2, Bitcoin Core 31.0rc1 https://x.com/bitcoinoptech/status/2036531428931019240
• Bitcoin Core 31.0rc1: Release candidate for next major version, testing guide published https://x.com/bitcoinoptech/status/2034959427619410013

@LukeDashjr

• Two-Block Fork Event: Rare 2-block fork/reorg between Foundry and AntPool+ViaBTC. Luke commented "Literally decided by mining centralisation" https://x.com/LukeDashjr/status/2036170498606784565
• BIP-110 Advocacy: Continues pushing BIP-110 and Bitcoin Knots

@peterktodd

• Hong Kong NSL Update: From March 23, refusing to provide device passwords/decryption to Hong Kong police is now a criminal offense — significant impact for transit travelers https://x.com/peterktodd/status/2037198990622560648
• Geopolitical Commentary: Comments on Australia, New Zealand, Philippines fuel reserve insufficiency https://x.com/peterktodd/status/2037263957983924278

GitHub

• Bitcoin Core: Latest release v29.3 (Feb 11), v30.2 (Jan 13). 31.0rc1 in testing
• BIPs: No major new BIP merges. BIP-110 discussion continues

⚙️ Solana SIMD Governance

Recently Merged PRs (Past Two Weeks):

• PR #502: merged Mar 24 (11 comments)
• PR #490: merged Mar 14 (15 comments) by 2501babe
• PR #494: merged Mar 18 by buffalojoec
• PR #478, #476, #477: all merged Mar 18 by buffalojoec
• PR #491: merged Mar 16 by 2501babe
• PR #418: merged Mar 5 (42 comments) by febo
• PR #470: merged Mar 14 (9 comments) by buffalojoec
• PR #266: merged Mar 13 (37 comments) by febo
• PR #391: merged Mar 11 (47 comments) by grod220

Total 198 merged PRs. Moderate activity in the past week.

📋 Visit Status Checklist

Daily Report Part 2/3 — Competitors + Sentiment 2026-03-27

🏁 f2pool Competitors

1. AntPool (@AntPoolofficial) ✅ Visited

• Followers: 29.7K
• Recent Activity:
  • Mar 10: Published 20M BTC milestone post — "The 20 millionth Bitcoin has been mined, 95.2% of total supply" 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 — added LTC/DOGE→BTC and BTC→USDT auto-swap https://x.com/AntPoolofficial/status/2021422259412533306
  • Pinned: SOC 1 Type II & SOC 2 Type II certification (Jan 20) https://x.com/AntPoolofficial/status/2013507057068937572
• Activity Level: Low (most recent original post March 10)
• ⚠️ Note: AntPool + ViaBTC involved in Mar 24 2-block reorg event (see OP_RETURN monitoring section)

2. ViaBTC (@ViaBTC) ✅ Visited

• Followers: 59.6K
• Recent Activity:
  • 2h ago: Summer mining preparation reminders — cooling, electricity costs, hashrate difficulty https://x.com/ViaBTC/status/2037309478576566444
  • 2h ago: Miner summer preparation checklist https://x.com/ViaBTC/status/2037309482015887814
  • 20h ago: Bitcoin mining snapshot — BTC ~$70,850, Diff ~133.80T, network 981.85 EH/s, ViaBTC Pool: 81.54 EH/s https://x.com/ViaBTC/status/2037029324587511811
  • Mar 21 (Pinned): Bitcoin Conference side event recruitment (Las Vegas The Venetian, Apr 27) https://x.com/ViaBTC/status/2035274960504332496
• Activity Level: High (daily posts)
• Key Data: ViaBTC 81.54 EH/s = ~8.3% of total network hashrate

3. SpiderPool (@SpiderPool_com) ✅ Visited

• Followers: 5,810
• Recent Activity:
  • Mar 13: Co-Founder Seven speaking at Blockchain Forum Moscow 2026 (Apr 14-15) https://x.com/SpiderPool_com/status/2032297093822665162
  • Pinned: SOC 2 Type I certification (Jun 2025) https://x.com/SpiderPool_com/status/1937662888459796878
  • Nov 2025: BTC-collateralized zero-interest loan product (up to 70% LTV)
• Activity Level: Very low (monthly posting)
• ⚠️ Note: CunyRenaud's OP_RETURN monitoring found SpiderPool mined a 34.4KB OP_RETURN payload in block 942027 https://x.com/CunyRenaud/status/2036500886382391656

4. Foundry (@FoundryServices) ✅ Visited

• Followers: 19.5K
• Recent Activity:
  • Mar 19: $ZEC hashrate hits all-time high, Foundry Zcash mining pool coming soon https://x.com/FoundryServices/status/2034331540579029493
  • Mar 11: Officially announced Foundry Zcash Mining Pool launching April 2026 (compliance-first, institutional-grade infrastructure) — 230K views, 648 likes https://x.com/FoundryServices/status/2031721467700793749
• Activity Level: Low but with major news
• ⚠️ Major Event: Mar 24 2-block reorg/fork — Foundry mined 6 consecutive blocks, creating fork with AntPool+ViaBTC. Multiple nodes (including OCEAN's 1000+ nodes) didn't see Foundry's blocks 941881 and 941882 until 941883 was mined. Luke Dashjr commented "Literally decided by mining centralisation" https://x.com/LukeDashjr/status/2036170498606784565

🏁 stakefish Competitors

5. Kiln (@Kiln_finance) ✅ Visited

• Followers: 11.9K | AUM: $18B+
• Recent Activity:
  • 9h ago: Stock Vaults concept — providing tokenized stock yield without token subsidies https://x.com/Kiln_finance/status/2037195622852264403
  • Mar 25: Yield product webinar registration (Mar 26 CET / Apr 2 ET) https://x.com/Kiln_finance/status/2036765747255382017
  • Mar 23: Solana DoubleZero analysis — 170M+ SOL staked through their network https://x.com/Kiln_finance/status/2036065670912254222
  • Mar 18 (Pinned): CoinShares building on Railnet, first regulated asset manager deploying multi-source yield strategies https://x.com/Kiln_finance/status/2034206441066700822
• Activity Level: High
• Key Trend: Expanding from pure staking to DeFi + RWA yield management

6. Figment (@Figment_io) ✅ Visited

• Followers: 27.4K | 1000+ institutional clients
• Recent Activity:
  • 18h ago: Heading to Tokyo for WEB3/AI & Teamz Summit https://x.com/Figment_io/status/2037061994109690073
  • Mar 23: Brazil Digital Asset Sidebar event concluded https://x.com/Figment_io/status/2036089696133210620
  • Mar 20: SEC issued statement on protocol staking this week, Figment's Eme Housser says "this is what progress looks like" https://x.com/Figment_io/status/2034973986862367062
  • Mar 20: Heading to EthCC Cannes https://x.com/Figment_io/status/2034917874595504212
  • Mar 19: Supporting Tempo mainnet launch (Machine Payments Protocol) https://x.com/Figment_io/status/2034643954226856099
• Activity Level: High (multiple daily posts)
• Key Trend: Global event expansion (Tokyo, Brazil, Cannes), SEC staking regulation progress

7. P2P.org (@P2Pvalidator) ✅ Visited

• Followers: 23.8K | $10B+ staked | 0 slashing
• Recent Activity:
  • 8h ago: Partnership with Balance_Canada for Midnight institutional staking — ADA staking + NIGHT token access https://x.com/P2Pvalidator/status/2037215528159502628
  • 10h ago: Ledger partnership — TON direct staking from vesting contracts now live (157 likes, 5.7K views) https://x.com/Ledger/status/2037182788735303824
  • 10h ago: Heading to EthCC 9 Cannes https://x.com/P2Pvalidator/status/2037190051180761280
  • Mar 18 (Pinned): Released Syncro Sender — Solana transaction landing optimization product https://x.com/P2Pvalidator/status/2034266672769683903
• Activity Level: Very high
• Key Trend: Ledger integration is a significant partnership; Solana + TON expansion

8. Everstake (@everstake_pool) ✅ Visited

• Followers: 105K | 1.6M+ users | 130+ networks
• Recent Activity:
  • 7h ago: EthCC Proof of Run 5K event (Cannes, Mar 30) https://x.com/everstake_pool/status/2037237554907640156
  • 10h ago: Ethereum gas fees at all-time low thread (38 likes, 1.9K views) https://x.com/everstake_pool/status/2037191721553985817
  • 11h ago: Security architecture post — SOC2, ISO27001, GDPR certified https://x.com/everstake_pool/status/2037172319341236321
• Activity Level: Very high (multiple daily posts)
• Key Trend: Largest scale (105K followers), actively attending industry events

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

• 🟡 BIP-110 Controversy: BIP-110 supporters criticize f2pool (Chun Wang) as "outspoken BIP-110 critic," Bitcoin Magazine accused of publishing positive Chun Wang coverage and being "hostile to BIP-110" (228 likes, 8.5K views) https://x.com/MajorianBTC/status/2036780496638636480
• 🟢 Positive Coverage: Bitcoin Magazine published Chun Wang SpaceX polar orbit mission coverage, widely discussed https://x.com/ezmodev/status/2036857154049892846
• 🟡 Reorg Event: f2pool and ViaBTC mentioned in Mar 24 2-block reorg event (vs Foundry) https://x.com/0xB10C/status/2036118084734349542
• Not found: lawsuit, hack, scam, SEC related content

stakefish Sentiment

• 🟢 No Negative Sentiment: Recent posting normal (3h ago published staking promotional post)
• Not found: lawsuit, hack, down, SEC, scam related content
• stakefish mentions mostly tag spam (no substantive discussion)

⚠️ web_search unavailable, sentiment based on X platform search only

🚨 OP_RETURN / Spam Monitoring

9. Renaud Cuny (@CunyRenaud) ✅ Visited

• Key Findings:
  • Mar 25: 5-year Large OP_RETURN study — 307× daily frequency spike after PR #32359 opened, only 3 mining pools executing https://x.com/CunyRenaud/status/2036744116692717866
  • Mar 25: 🚨 Large OP_RETURN alert — 34.4KB payload in block 942027, miner: SpiderPool https://x.com/CunyRenaud/status/2036500886382391656
  • Mar 24: OP_NET accounts for 13.6% of Bitcoin spam after just one week, 89MB in 6 days (178 likes, 7.7K views) https://x.com/CunyRenaud/status/2036452542876381452
  • Pinned: BIP-110 expected to activate September 2026, inscriptions occupy 37% of block space

10. Luke Dashjr (@LukeDashjr) ✅ Visited

• Key Findings:
  • Mar 25: RT analysis of Foundry 2-block reorg — nodes never saw blocks 941881/941882 https://x.com/wk057/status/2036674054971703361
  • Mar 25: RT anti-spam voices "crypto startup executes massive spam attack on Bitcoin L1" (338 likes) https://x.com/1914ad/status/2036618121176559918
  • Mar 24: "Literally decided by mining centralisation" (208 likes, 14K views) https://x.com/LukeDashjr/status/2036170498606784565

11. Peter Todd (@peterktodd) ✅ Visited

• No recent OP_RETURN related content. Mainly discussing geopolitics (Hong Kong NSL changes, fuel reserves)
• 9h ago: Comments on new Hong Kong NSL regulation — refusing to provide device passwords to police is now criminal https://x.com/peterktodd/status/2037198990622560648

12. GrassFedBitcoin / Mechanic (@GrassFedBitcoin) ✅ Visited

• Key Findings:
  • 4h ago: "We used to joke about how difficult it was to run an Ethereum node. Now we're the joke." (192 likes, 4.8K views) — implying Bitcoin node bloat from spam https://x.com/GrassFedBitcoin/status/2037274460487901433
  • Mar 26: RT BIP-110 advocacy post https://x.com/cguida6/status/2036952323411366078
  • Mar 25: RT Foundry reorg discussion + OCEAN 1000+ nodes didn't see Foundry's blocks https://x.com/MarkArtymko/status/2036749921622081697

OP_RETURN Summary

🔴 Escalating: OP_NET accounts for 13.6% of Bitcoin spam after just one week. SpiderPool mined a 34.4KB OP_RETURN in block 942027. BIP-110 camp gaining volume, BIP-110 expected to activate September 2026. Foundry's 2-block reorg used to argue "mining centralization."

📋 Visit Status Checklist

All 12 accounts visited.

Report generated: 2026-03-27 09:38 SGT Data sources: X (Twitter) actual visits + X search ⚠️ web_search unavailable, sentiment based on X platform search only

Daily Report Part 3/3 — Key Companies 2026-03-27

🏢 Mining Public Companies

Bitdeer (BTDR) ✅ Visited

• Followers: 28.4K | NASDAQ: $BTDR
• BTC Weekly Update (Mar 21): BTC Holdings: 0 (pure holdings, excluding customer deposits) | BTC Output: 126.3 BTC | BTC Sold: 126.3 BTC | Net BTC Added: 0 BTC (as of Mar 20) https://x.com/BitdeerOfficial/status/2035180120915190064
• GTC Recap (Mar 25): Bitdeer AI Cloud supports NVIDIA OpenShell (autonomous evolving agent runtime), powered by GB200 NVL72 systems https://x.com/BitdeerOfficial/status/2036656328601649239
• Sealminer A2 Order (Mar 24): Uminers ordered 4,000 Sealminer A2 units, stated "Bitdeer is no longer just a challenger" https://x.com/BitdeerOfficial/status/2036363364042228208
• SEALMINER DL1 Air Livestream (Mar 19): Scrypt miner live testing, showcasing Normal and Low Power modes https://x.com/BitdeerOfficial/status/2034562042984898868
• Key Observation: Bitdeer selling all BTC output (zero-HODL strategy), AI Cloud direction continues

Marathon (MARA) ✅ Visited

• Followers: 82.8K | New handle: @MARA (migrated from @MARAHoldings)
• 🔴 Major: ~$1B Convertible Note Repurchase (13h ago): MARA announced repurchase of ~$1B of 0.00% convertible senior notes due 2030 at ~9% discount to par. ~30% convertible debt reduction, ~$88M value captured, eliminated future dilution from retired notes. Funded through BTC sales, not ATM https://x.com/MARA/status/2037139164785680398
• IR Details (13h ago): Robert Samuels (VP of IR) detailed the transaction https://x.com/RobSamuelsIR/status/2037144098566467833
• AI/HPC Expansion (13h ago): "Strengthening our balance sheet and increasing optionality as we scale into digital energy and AI/HPC" https://x.com/MARA/status/2037139166186676294
• MARA Pool Upgrade (Mar 25): Upgraded to align with BIP 54 Great Consensus Cleanup soft fork proposal https://x.com/andurobtc/status/2036824532506288459
• Key Observation: MARA implementing aggressive balance sheet management while expanding into AI/HPC

Riot (RIOT) ✅ Visited

• Followers: 54.7K | NASDAQ: RIOT
• 2025 Annual Report (Mar 3): Record full-year revenue of $647.4M, mined 5,686 BTC https://x.com/RiotPlatforms/status/2028848241396121980
• AMD Data Center Lease (Jan 21): Signed 25 MW initial deployment lease, expandable to 200 MW https://x.com/RiotPlatforms/status/2013665311271112929
• Activity Level: Low (most recent post Mar 3, before that Feb 27)
• Key Observation: Social media activity has dropped significantly. 2025 annual performance was strong, AMD lease is AI/HPC pivot signal

CleanSpark (CLSK) ✅ Visited

• Followers: 35.8K | NASDAQ: $CLSK
• Profile Key Data: Power Under Contract: 1.8 GW | BTC Holdings: 13,363 (100% self-mined)
• Mullet Mining (Mar 19): CEO Matt Schultz shared Hashrate Index article "The Case for Running AI and Bitcoin Mining on the Same Site" https://x.com/smatthewschultz/status/2034311980866240748
• BTC Stack Yield (Mar 15): "We did about $13.2M in revenue last quarter from managing our BTC stack" — generating yield through volatility https://x.com/wsfoxley/status/2032878700748833021
• Structural Advantage (Mar 16): Described by analysts as "structurally different" — 1,809 MW of scarce power, zero ATM dilution, $2B+ liquidity https://x.com/smatthewschultz/status/2033290194393407927
• Policy Advocacy (Mar 18): Discussed digital asset education and regulation at Bitcoin Voter Project https://x.com/BitcoinVoter/status/2034289573308637317
• Key Observation: "Mullet Mining" (AI in front, BTC in back) is a unique strategic positioning. 13,363 BTC is among the largest miner holdings

Hut 8 (HUT) ✅ Visited

• Followers: 50.2K | Nasdaq, TSX: HUT
• Pinned — 2025 Annual Highlights (Feb 25): Signed 15-year AI infrastructure lease at River Bend valued at $7.0B; commercialized next-gen data center architecture at Vega; launched dedicated publicly traded Bitcoin fund https://x.com/Hut8Corp/status/2026647761207083429
• Executive Change (Mar 16): Sue Ennis departed Hut 8, taking President role in AI/robotics. CEO Asher Genoot expressed gratitude https://x.com/ashergenoot/status/2033532257550377001
• Earnings Call (Feb 26): Full-year 2025 results review https://x.com/Hut8Corp/status/2026778205072273908
• Key Observation: $7.0B River Bend lease is one of the largest single AI deals among miners. Sue Ennis departure worth monitoring

Core Scientific (CORZ) ✅ Visited

• Followers: 21.3K | NASDAQ: $CORZ
• Dalton Phase 2 Construction (Mar 26): Showcased rapid greenfield-to-vertical construction progress https://x.com/Core_Scientific/status/2036902943400825335
• Community Service (Mar 24): Partnered with Central Texas Food Bank to deliver 3,000 meals https://x.com/Core_Scientific/status/2036152228759658737
• GTC Exhibition (Mar 19): "AI shows no signs of slowing down" https://x.com/Core_Scientific/status/2034400194654343326
• F1 Sponsorship (2h ago): Retweeted Cadillac F1 Team post (Core Scientific tagged), Japan GP related https://x.com/Cadillac_F1/status/2037314965808243042
• Key Observation: Data center construction accelerating, F1 brand sponsorship expanding visibility

Bitmain ✅ Visited

• Followers: 113.4K
• Scrypt Miner Spot Sale (Mar 23): U2L9H hydro-cooling miner (27G, 5,670W, 210J/G, $5,670/unit) and ANTMINER L9 (16G, 3,360W, 210J/G, $3,360/unit) https://x.com/BITMAINtech/status/2036064249454498127
• North America Hashrate Ambassador (Mar 5): Appointed Bitmars as official North America hashrate ambassador https://x.com/BITMAINtech/status/2029540388374200516
• Paraguay Mining Farm (Feb 13): Showcased 300MW capacity farm (40K+ S21 series, 236x ANTSPACE HW5 hydro-cooling) https://x.com/BITMAINtech/status/2022295135850291571
• Asia Hashrate Ambassador (Feb 9): Appointed Unijoule (Unistar Group) as Asia region hashrate ambassador https://x.com/BITMAINtech/status/2020844766402089385
• Key Observation: Scrypt miners (LTC/DOGE) well-stocked, building global hashrate ambassador network

💼 Strategy / Saylor

Strategy (@Strategy) ✅ Visited

• Followers: 152.6K | $MSTR $STRC $STRK $STRF $STRD $STRE
• 🔴 Major: $42B ATM Program (Mar 23): Announced new $21B $STRC ATM Program + $21B $MSTR ATM Program (571K views, 2.4K likes) https://x.com/Strategy/status/2036075958738850102
• 🔴 BTC Acquisition (Mar 23): Acquired 1,031 BTC for $76.6M ($74,326/BTC), total holdings 762,099 BTC (total cost ~$57.69B, avg ~$75,694) (88K views, 5.2K likes) https://x.com/Strategy/status/2036051067247431739
• Bitcoin Hub (Mar 25): Launched free Bitcoin coworking space at Tysons Corner HQ https://x.com/Strategy/status/2036518298678886658
• Anchorage Digital Partnership (Mar 24): Anchorage added $STRC to its balance sheet https://x.com/Anchorage/status/2036458501481128077

Michael Saylor (@saylor) ✅ Visited

• Followers: 4.9M
• STRC Promotion — CNBC Power Lunch (4h ago): Discussed $STRC (Stretch) — "11% is a big number" "Am I offending you if I call it a money market fund?" Positioning STRC as "Digital Credit" redefining yield (208K views, 3.7K likes) https://x.com/saylor/status/2037270676529160436
• Bloomberg Coverage (5h ago): "Retail Owns 80% of Strategy's High Yield Securities" — retail holds 80% of STRC (78K views) https://x.com/business/status/2037260099236802657
• Roxom Trading (8h ago): 19,000 $STRC bought on Roxom by users across 45+ countries (79K views) https://x.com/roxom/status/2037219416346419660
• Key Observation: Saylor going all-in on STRC promotion (11.5% yield Bitcoin-backed digital credit instrument), extremely high retail adoption

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat) ✅ Visited

• Followers: 593.4K
• Pinned — CNBC Closing Bell (Mar 24): Discussing oil, gold, stocks, war https://x.com/fundstrat/status/2036155238843896054
• GRNY ETF Update (10h ago): "Despite the 'fog of war' GRNY outperforms broader market YTD" — Fundstrat Granny Shots ETFs ($GRNY $GRNJ $GRNI) weekly update https://x.com/FundstratCap/status/2037188072941486421
• S&P 500 Concentration (9h ago): Retweeted Eric Balchunas — US is actually one of the least concentrated markets globally (by top 10 market cap company share) https://x.com/EricBalchunas/status/2037194927839285424
• Key Observation: Tom Lee maintains "fog of war" framing but overall leaning bullish, GRNY ETF outperforming market

⚡ Action Items Summary

Combined from All Three Parts (Part 1 + Part 2 + Part 3)

🔴 Urgent

1. SSV Network Transition to ETH Payments — Once the upgrade goes live, SSV token top-ups will no longer extend cluster runtime. Prepare ETH funds in advance (Source: Part 1)
2. MARA $1B Convertible Note Repurchase — 30% debt reduction + $88M value capture, significant impact on MARA stock price, monitor market reaction closely (Source: Part 3)

🟡 Important

3. Strategy $42B ATM Program — $21B STRC + $21B MSTR ATM programs will continue expanding BTC purchasing power, long-term market support (Source: Part 3)
4. 2-Block Reorg Event — Foundry vs AntPool+ViaBTC fork exposed mining pool centralization risks, Luke Dashjr's sharp critique (Source: Part 1/2)
5. Foundry Launching Zcash Mining Pool (April) — Multi-chain competition intensifying (Source: Part 2)
6. f2pool Mentioned in BIP-110 Controversy — Chun Wang labeled "outspoken BIP-110 critic," monitor sentiment trend (Source: Part 2)
7. Geopolitical Risk — Pentagon preparing military options for Iran (including ground operations), VIX slowly climbing (Source: Part 1)
8. CLARITY Act Impact — Restricting passive stablecoin balance rewards, crypto stocks under pressure (Source: Part 1)

🟢 Positive

9. Miner AI/HPC Transformation Continues — Bitdeer (GB200 + OpenShell), MARA (AI/HPC), Riot (AMD 200MW), CleanSpark (Mullet Mining 1.8GW), Hut 8 ($7B River Bend), Core Scientific (Dalton Phase 2) — all advancing AI direction
10. Saylor STRC Retail Adoption — 80% held by retail, 11.5% yield attracting strong demand, Roxom trading across 45 countries
11. Tom Lee Remains Optimistic — GRNY outperforming market, "fog of war" but not bearish
12. CleanSpark 13,363 BTC — 100% self-mined + $13.2M quarterly BTC management revenue

📋 Visit Status Checklist

1. @BitdeerOfficial ✅ Visited
2. @MARA (formerly @MARAHoldings) ✅ 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