Daily Report

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2026-03-28 · English Report

Daily Report Part 1/3 — Market + Core Projects + BTC 2026-03-28

📈 Market Analyst Views

@IncomeSharks ✅Visited

  • 36m ago: Midterm election year pullback warning — Data shows S&P 500 median pullback in midterm election years is 15.6%, suggests preparing for deeper/longer pullbacks https://x.com/IncomeSharks/status/2037694923101847987
  • 54m ago: $META analysis — 97% revenue from advertising, 2026 midterm year may replay 2022 pattern (consumer spending tightening → ad revenue decline) https://x.com/IncomeSharks/status/2037690459242508676
  • Pinned (Mar 3): February earnings update — Still green in difficult trading environment, YTD +3%, outperforming S&P 500

@NoLimitGains ✅Visited

🚗 Tesla $TSLA

@yxinsights ✅Visited

  • 8h ago: $META sentiment poll — Up or down next week? (25 votes)
  • 17h ago: ML Signal (Mar 27) — SPY: Neutral – Stay Out; Energy sector strengthening in recent months, emerging market momentum visible https://x.com/yxinsights/status/2037437559249252673 (subscriber content, only partial summary visible)
  • Mar 27: BTC sentiment poll — 44.1% bullish vs 55.9% bearish
  • Mar 25: CLARITY Act analysis — $COIN/$HOOD/$CRCL fell due to stablecoin passive yield restrictions, but argues removing passive yield actually pushes stablecoins toward DeFi (not negative) https://x.com/yxinsights/status/2036791020726174097

@DanBTC916 ✅Visited (public content only)

  • 10h ago: $TSLA Wyckoff Distribution pattern validated, possibly completing Mark Down phase. Expects potential liquidity grab below $350, especially with geopolitical tensions. Accumulating positions https://x.com/DanBTC916/status/2037546570984611968
  • 12h ago: Key support levels $365, $359, $355 (subscriber content)
  • 20h ago: $350-$330 important support zone (subscriber content)
  • Retweet: Tesla FSD video — Model 3 cross-country drive 2,700 miles zero disengagement
  • Pinned (Aug 2025): $TSLA outlook — End of 2025 push to $400-$480, H1 2026 re-accumulation phase due to new affordable vehicle ramp

📋 Core Project Updates

@LidoFinance ✅Visited

  • 9h ago: 🔔 Major proposal — Authorize Lido Growth Committee to use up to 10,000 stETH from DAO treasury to purchase LDO https://x.com/LidoFinance/status/2037567872797483052
  • 15h ago: Lido Day scheduled for March 31 in Cannes, France (EthCC9)
  • Mar 26: EarnETH Vault upgrade notice — $100M+ migrated
  • Pinned (Mar 12): New products launched — EarnETH & EarnUSD Vaults

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

  • 6h: "Utilizing Market Opportunities: stETH / LDO trade" — 10,000 stETH→LDO proposal details
  • 8h: "Transition LNOSG into CMC" proposal
  • 9h: "Redirect DVT & APM Incentives to Current Meta Treasury and LoL"
  • 11h: EIP-8205: Towards safe delegated staking deposits
  • 2d: Security Bulletin — Immunefi-reported vulnerability disclosure (funds unaffected)
  • 3d: SSV Network vulnerability case study and new DVT staking architecture

@ssv_network ✅Visited

SSV Forum (forum.ssv.network) ✅Visited:

  • 🔔 Major banner announcement: SSV transitioning to ETH-denominated payments! Once live, SSV top-ups will no longer be available; must migrate to ETH payments
  • 11h: DIP-54 — Public operator soft fee floor and OC policy authority
  • 12h: DIP-55 — Adding ENS names for core protocol contracts
  • 12h: DIP-56 — Anchor Client continued development and maintenance (2026-2027)
  • 4d: MOC Report: 4-year DAO budget update
  • 8d: DIP-50 — Introducing effective balance oracle, ETH-denominated payments, and SSV Staking

SSV Reward Distribution Monitor (forum.ssv.network/t/.../1256): Page visited but web_fetch returned no content (requires login or JS rendering), no new distribution updates found.

@jito_sol ✅Visited

  • 3h ago: JET Europa Berlin event April 13-17
  • 8h ago: Solana as the best venue for price discovery; shared Prop AMMs challenges article https://x.com/jito_sol/status/2037572247691420108
  • 9h ago: Execution flywheel thesis: predictable execution → tighter spreads → better prices → more users → deeper liquidity
  • 15h ago (retweet): buffalu predicts >50% of Solana user trades will come from Jito-built products within a year
  • Pinned (Mar 13): "Infrastructure-only infrastructure companies will die" — pivoting toward products

Jito Governance (gov.jito.network) ✅Visited: No active proposals

@ether_fi ✅Visited

  • 5h ago: Liquid Vault APY estimator launched; promoting earn features https://x.com/ether_fi/status/2037625664761684238
  • Mar 26: Ride & Dine event — Users have won over $80K USDC rewards
  • Mar 26: $frxUSD rewards campaign launched (collaboration with Frax Finance)
  • Pinned (Feb 24): iOS App Earn feature launched

₿ BTC Dedicated Tracking

@pwuille ✅Visited

  • Only 2 tweets, no recent public activity

@TheBlueMatt ✅Visited

@adam3us ✅Visited

  • Retweet (1h): Blockstream — Post-quantum signatures live on Liquid_BTC; Jonas Nick speaking at Bitcoin 2026 Las Vegas
  • Retweet (4h): 🔔 Morgan Stanley filed S-1 amendment — Proposing spot BTC ETF (ticker MSBT), fee 14 bps (lower than Grayscale's 0.15% and BlackRock's 25 bps). If approved, would be the first spot BTC ETF directly issued by a major US bank https://x.com/martypartymusic/status/2037632704456569019
  • Retweet (10h): BTC ETFs have reversed ~$3B of the $9B outflows, nearly flat YTD
  • Retweet (10h): libsecp256k1-zkp update — 2.5 years of improvements
  • 23h ago: Bitcoin 200WMA breaks $59K https://x.com/adam3us/status/2037345240441340292

@bitcoinoptech ✅Visited

@LukeDashjr ✅Visited

  • Retweet (Mar 25): Foundry 2-block fork/reorg discussion — Foundry mined 6 consecutive blocks; nodes didn't see blocks until the third was mined
  • Mar 24: "Literally decided by mining centralisation" — Comment on Foundry reorg https://x.com/LukeDashjr/status/2036170498606784565
  • BIP-110 + Knots advocacy

@peterktodd ✅Visited

  • Retweet (7h): 🔔 Coinbase reportedly secretly lobbying to remove BTC's de minimis tax exemption while pushing exemption only for stablecoins like USDC https://x.com/TFTC21/status/2037596051809677633
  • Mar 27: Geopolitical commentary — Australia/New Zealand/Philippines fuel reserves issues

GitHub

Bitcoin Core releases: Latest v29.3 (Feb 11), v30.2 (Jan 13). No recent new releases. Bitcoin BIPs: No significant recent BIP-110 related updates found.

⚙️ Solana SIMD Governance

Merged PRs (recent activity):

  • #502 — Merged Mar 24 (latest)
  • #490 — Merged Mar 14
  • #494, #478, #476, #477 — All by buffalojoec, merged Mar 18
  • #491 — Merged Mar 16

Open PRs: 25 pending review

📋 Visit Status Checklist

# Account/Site Status
1 @IncomeSharks ✅Visited
2 @NoLimitGains ✅Visited
3 @yxinsights ✅Visited
4 @DanBTC916 ✅Visited
5 @LidoFinance ✅Visited
6 @ssv_network ✅Visited
7 @jito_sol ✅Visited
8 @ether_fi ✅Visited
9 @pwuille ✅Visited (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 (no active proposals)
18 SSV Reward Distribution page ⚠️ Visited but content didn't render
19 Bitcoin Core releases ✅Visited
20 Solana SIMD (merged) ✅Visited
21 Solana SIMD (open) ✅Visited
22 Bitcoin BIPs Not separately visited (tracked via @LukeDashjr)

Daily Report Part 2/3 — Competitors + Sentiment 2026-03-28

🏁 f2pool Competitors

1. @AntPoolofficial ✅Visited

2. @ViaBTC ✅Visited

3. @SpiderPool_com ✅Visited

4. @FoundryServices ✅Visited

🏁 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

  • 🟡 On-chain activity (today): Lookonchain reported — Wang Chun-associated address withdrew 9,000 ETH ($17.86M) from Binance to Aave, total position reaching 79,818 ETH ($158.72M). https://x.com/lookonchain/status/2037704407627030901
    • Impact assessment: Neutral to positive, showing long-term ETH holding conviction and DeFi participation. May trigger community discussion about "where mining pool revenue goes."
  • 🟢 Positive mention: @opnetbtc brought significant revenue to Foundry/AntPool/f2pool and other pools within 7 days. https://x.com/proph3ttt/status/2037574950681297383
  • 🟢 f2pool not directly involved in 2-block fork event — Mainly between Foundry vs AntPool+ViaBTC.
  • ❌ No lawsuit/hack/scam/down related negative sentiment found.

stakefish Sentiment

  • 🟢 Latest post (Mar 27): "A year from now you will wish you had staked today." https://x.com/stakefish/status/2037290005266076040
  • ❌ No lawsuit/SEC/hack/down/scam related negative sentiment found.
  • Mentions mainly from @stakefish_sui related Sui ecosystem airdrop activities.

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud ✅Visited

10. @LukeDashjr ✅Visited

11. @peterktodd ✅Visited

  • Recent posts mainly about Coinbase lobbying to kill BTC de minimis tax exemption (retweet from TFTC), Ukraine aid, geopolitics.
  • No recent OP_RETURN related posts found.

12. @GrassFedBitcoin (Mechanic #BIP-110) ✅Visited

OP_RETURN / BIP-110 Comprehensive Assessment

  • 🔴 Spam problem continues to worsen: 47% block space consumed
  • 🟡 BIP-110 momentum growing: Barefoot Mining 2nd signal block; PRs closed but attracting community attention
  • 🟡 Large OP_RETURN 307× surge highly correlated with PR #32359 timing, only 3 mining pools involved
  • 🟡 Core vs BIP-110 community tension escalating: PRs closed by bot triggering strong backlash

📋 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
- f2pool sentiment search ✅Searched (X)
- stakefish sentiment search ✅Searched (X)

⚠️ web_search unavailable, based on X platform search only

Daily Report Part 3/3 — Key Companies 2026-03-28

🏢 Mining Public Companies

Bitdeer (BTDR) ✅Visited

Marathon Digital / MARA (MARA) ✅Visited

  • 🔴 Mar 26 (Pinned/Major): Repurchased ~$1B in convertible notes at ~9% discount to par. ~30% convertible debt reduction, captured ~$88M in value, zero future dilution on retired notes. Funded through BTC sales, not ATM. 341K views https://x.com/MARA/status/2037139164785680398
  • Mar 26: Official press release — "Strengthening our balance sheet and increasing optionality as we scale into digital energy and AI/HPC" https://x.com/MARA/status/2037139166186676294
  • Mar 25 (retweet): MARA Pool upgraded to align with BIP 54 (Great Consensus Cleanup soft fork) — Locktime defaults to current block height minus 1, Sequence value uses 21,000,000 representation https://x.com/andurobtc/status/2036824532506288459
  • Account change: @MARAHoldings migrated to @MARA
  • Strategic direction: Balance sheet optimization + digital energy + AI/HPC expansion

Riot Platforms (RIOT) ✅Visited

CleanSpark (CLSK) ✅Visited

Hut 8 (HUT) ✅Visited

Core Scientific (CORZ) ✅Visited

Bitmain ✅Visited

💼 Strategy / Saylor

@Strategy ✅Visited

@saylor ✅Visited

📈 Fundstrat / Tom Lee

@fundstrat ✅Visited

⚡ Action Items Summary

Combined from all three parts (Part 1 + Part 2 + Part 3)

🔴 Urgent / High Priority

  1. Morgan Stanley filed BTC spot ETF S-1 amendment (ticker MSBT, fee 14 bps) — If approved, would be first major bank-issued spot BTC ETF, extremely bullish for mining and the industry. Monitor approval progress [Part 1: https://x.com/martypartymusic/status/2037632704456569019]

  2. US oil price breaks $100/barrel — Major macro signal. Rising energy costs directly impact mining profitability. Mining company energy hedging and power contract strategies are critical [Part 1: https://x.com/NoLimitGains/status/2037599205150056804]

  3. 47% BTC block space consumed by spam (past 7 days) — Continuing to worsen. BIP-110 momentum growing, Barefoot Mining 2nd signal block. Core vs BIP-110 community tension escalating [Part 2: https://x.com/CunyRenaud/status/2037482625154142241]

  4. MARA repurchased ~$1B in convertible notes (9% discount) — 30% debt reduction, $88M value captured. Benchmark for mining company balance sheet management [Part 3: https://x.com/MARA/status/2037139164785680398]

  5. Strategy $42B ATM program ($21B STRC + $21B MSTR) — Unprecedented BTC accumulation financing capacity. Saylor aggressively promoting $STRC on CNBC and Blockworks Summit [Part 3: https://x.com/Strategy/status/2036075958738850102]

🟡 Important / Continue Tracking

  1. Lido proposal — 10,000 stETH to purchase LDO — DAO treasury token buyback, potentially bullish for LDO price [Part 1: https://x.com/LidoFinance/status/2037567872797483052]

  2. SSV transitioning to ETH-denominated payments — Once live, SSV top-ups no longer available, must migrate. Affects all SSV operators [Part 1]

  3. Foundry expanding to Zcash pool (April launch) + 2-block reorg event — Mining centralization concerns [Part 2: https://x.com/FoundryServices/status/2031721467700793749]

  4. Coinbase secretly lobbying to kill BTC de minimis tax exemption — Pushing exemption only for stablecoins like USDC [Part 1: https://x.com/TFTC21/status/2037596051809677633]

  5. Bitdeer AI Cloud + NVIDIA OpenShell/GB200 differentiation — Bitdeer's AI infrastructure strategy continues advancing [Part 3: https://x.com/BitdeerOfficial/status/2036656328601649239]

  6. Midterm election year pullback risk — S&P 500 median pullback 15.6%, NoLimitGains 95% exited [Part 1: https://x.com/IncomeSharks/status/2037694923101847987]

🟢 Positive Signals

  1. Tom Lee: "2026 similar to 2025" — Maintaining bullish stance [Part 3: https://x.com/fundstrat/status/2037637618351886722]

  2. BTC ETF flows reversing — Reversed ~$3B of $9B outflows, nearly flat YTD [Part 1]

  3. Mining companies AI transformation trend clear — Riot/AMD 200MW, Hut 8/$7B River Bend, Core Scientific AI factory accelerating, CleanSpark "Mullet Mining." Industry transitioning from pure mining to energy infrastructure platforms

  4. Bloomberg reports retail investors own 80% of Strategy's high-yield securities — Strong retail demand for BTC-linked financial products [Part 3: https://x.com/business/status/2037260099236802657]

  5. Blockstream post-quantum signatures live on Liquid — Long-term security improvement [Part 1]

📋 Visit Status Checklist

# Account Status
1 @BitdeerOfficial (BTDR) ✅Visited
2 @MARA (formerly @MARAHoldings) ✅Visited
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

Generated from reports/2026-03-28_combined_en.md