Daily Report Part 1/3 — Market + Core Projects + BTC 2026-03-29

📈 Market Analyst Views

@IncomeSharks

• Midterm Election Year Pullback Warning: Cited data showing midterm election year median pullback is 15.6% (S&P 500 1950-2022), advising preparation for deeper or longer pullbacks [https://x.com/IncomeSharks/status/2037694923101847987]
• $META Bearish 2026: 97% revenue from ads — when consumer spending tightens/companies cut budgets, will replay 2022 pattern [https://x.com/IncomeSharks/status/2037690459242508676]
• Contrarian Indicator: Financial advisor call logs are the most valuable data — days when clients panic-sell are usually within 1 month of market bottom [https://x.com/IncomeSharks/status/2037616230090354871]
• Chart showing "Still looking bullish unfortunately" [https://x.com/IncomeSharks/status/2037617299335917875]

@NoLimitGains

• 🚨 Houthis Officially Enter War: If Bab al-Mandab strait closes, global oil supply drops ~6M barrels/day. "Monday will be absolutely insane" [https://x.com/NoLimitGains/status/2037861569363599444]
• 🚨 Insiders Keep Selling: 55 transactions this week, zero buys, worth $2.3B. "Not a single executive is buying" [https://x.com/NoLimitGains/status/2037906821386494439]
• $5 Trillion Market Cap Wiped: Referenced own Jan 21 prediction "this is the beginning of something worse" [https://x.com/NoLimitGains/status/2037624039594664358]
• US Rents Declining (with chart) [https://x.com/NoLimitGains/status/2037988619550327241]

🚗 Tesla $TSLA

@yxinsights

• ML Signal: SPY Neutral — Stay Out (unchanged for several days)
• Sentiment Poll: $META 51.5% bearish, $BTC 55.9% bearish
• Most content behind subscription paywall (locked)
• ⚠️ Note: This account primarily covers G10 FX & Rates, not dedicated TSLA analysis

@DanBTC916 (public content only)

• $TSLA Wyckoff Distribution Complete: Discussed with subscribers since Dec 2025, TSLA may be completing the Mark Down phase [https://x.com/DanBTC916/status/2037546570984611968]
• Possible liquidity sweep below $350, especially during geopolitical tensions
• Currently accumulating shares in the $330-$350 range
• Retweet: Tesla FSD cross-country zero-intervention drive video (Model 3, 2,700 miles, 2 days 20 hours) [https://x.com/SawyerMerritt/status/2037228822529974589]

📋 Core Project Updates

Lido (@LidoFinance)

• 🔔 stETH/LDO Trade Proposal: Authorize Lido Growth Committee to use up to 10,000 stETH from DAO treasury to purchase LDO [https://x.com/LidoFinance/status/2037567872797483052]
• EarnETH/EarnUSD Vault live, $100M+ migrated [https://x.com/LidoFinance/status/2037126487111778503]
• Lido Day @ EthCC9 Cannes, March 31 [https://x.com/LidoFinance/status/2037472035459219627]

Lido Forum Highlights (research.lido.fi):

• stETH/LDO trade proposal (active 3h ago, 2 replies)
• SSV Network vulnerability case study and new DVT architecture (active 5h ago)
• Proposal: LNOSG transition to CMC
• Proposal: Redirect DVT & APM incentives to current Meta Treasury and LoL
• EIP-8205: Secure delegated staking deposits
• Lido V3 stVaults risk assessment framework
• Security bulletin: March 2026 Immunefi vulnerability disclosure (no funds at risk)
• LDO buyback and staking discussion

SSV Network (@ssv_network)

• 🇯🇵 Japanese Listed Company Adopts SSV DVT: Partnership with BITPointJP, P2Pvalidator, DefShimomura [https://x.com/ssv_network/status/2037177494130827267]
• 100K+ SSV Burned in 2026 (DIP-41: 50% unclaimed fees rolling burn) [https://x.com/ssv_network/status/2037032324445917594]
• EthCC Cannes pass giveaway

SSV Forum Highlights (forum.ssv.network):

• ⚠️ Major Change: SSV network transitioning to ETH-denominated payments, pending DAO approval. After transition, SSV top-ups will no longer be possible
• DIP-55: Add ENS names for core protocol contracts
• DIP-56: Anchor Client continued development and maintenance (2026-2027)
• DIP-54: Public operator soft fee floor and OC policy authority
• MOC Report: 4-year DAO budget update

🔔 SSV Earnings Distribution Monitor: Last distribution post was March 16, 2025. No new distribution updates seen in 2026

Jito (@jito_sol)

• Strategic Direction: Expanding from infrastructure to product layer, "not staying at infrastructure" [https://x.com/jito_sol/status/2032124465857900731]
• Solana Price Discovery: Referenced Prop AMMs article [https://x.com/jito_sol/status/2037572247691420108]
• JET Europa Berlin event Apr 13-17
• buffalu prediction: "Within a year, over 50% of Solana user transactions will come from things Jito builds" [https://x.com/buffalu__/status/2037472845370884120]

Jito Governance (gov.jito.network):

• SIMD-0185 Feature Gate upgrade (completed)
• JIP-33: Jito x Coinbase partnership (completed)
• JIP-34: Liquidity and incentive budget (completed)
• JIP-32: Community subDAO Season 2 (completed)
• Treasury: 209M JTO ($61.7M), 51K JitoSOL ($5.3M)

ether.fi (@ether_fi)

• Liquid Vault APY Calculator launched [https://x.com/ether_fi/status/2037625664761684238]
• Ride & Dine event distributed $80K+ USDC in rewards [https://x.com/ether_fi/status/2037193943780114894]
• $frxUSD Rewards campaign with Frax Finance [https://x.com/ether_fi/status/2036852997821476968]
• Massive hiring (15+ positions)

₿ BTC Tracking

@pwuille (Pieter Wuille)

• Only 2 posts, no recent activity

@TheBlueMatt (Matt Corallo)

• 🚨 Bitcoin Tax Draft: New draft retains double taxation on mining, only provides relief for staking [RT @BitcoinConner, https://x.com/BitcoinConner/status/2037581084322390041]
• Bitcoin Governance Debate: RT Eric Voskuil "Bitcoin is not a company, not a democracy, not a federation, not governable"
• CLARITY Act concerns: Crypto regulation window is closing

@adam3us (Adam Back)

• 🐋 Bitfinex Margin Longs Hit ATH (since Nov 2023): 79K BTC buy margin, adding 300+ BTC daily [https://x.com/adam3us/status/2038066074822808014]
• Bitfinex Whales: Buying BTC below $69K, $20M/day, $14K/minute [https://x.com/adam3us/status/2038066771282763929]
• Trump DOJ Still Prosecuting Crypto Privacy Developers, despite promises otherwise [RT @NeerajKA]
• Bitcoin Core governance controversy continues

@bitcoinoptech (Bitcoin Optech)

• Newsletter #398: Bitcoin Core 28.4 released, Core Lightning 26.04rc1 [https://x.com/bitcoinoptech/status/2037470754627809503]
• Stack Exchange Q&A: Does Taproot M-of-N multisig leak public keys, OP_CHECKSIGFROMSTACK etc.
• Newsletter #397 podcast discussion: Cake Wallet Lightning support, Sparrow 2.4.0/2.4.2

@LukeDashjr (Luke Dashjr)

• Big Block Debate resurfaces: Posted 2019 anti-big-block video [https://x.com/LukeDashjr/status/2037887757658325266]
• 2-Block Fork/Reorg: Foundry vs AntPool+ViaBTC, "Literally decided by mining centralisation" [https://x.com/LukeDashjr/status/2036170498606784565]
• RT: BIP-110 discussion, "Core™ silent on L1 spam attacks"

@peterktodd (Peter Todd)

• Post-Quantum Signature Warning: RT suggesting governments may inject backdoors by pushing replacement (rather than addition) of post-quantum signatures [RT @giacomozucco]
• Apple Age Verification critique: UK Online Safety Act doesn't require iOS age verification, Apple voluntarily downgrading device functionality

GitHub - Bitcoin BIPs: BIP 3 (Updated BIP Process) deployed, BIP 110 still under community discussion Bitcoin Core Releases: Latest v29.3 (Feb 11, 2026), v30.2 (Jan 13, 2026), Bitcoin Core 28.4 confirmed by Optech

⚙️ Solana SIMD Governance

24 open PRs, 314 closed

Recent activity (past week):

• #503 (deanmlittle, 23 comments, Mar 26) — Active discussion
• #504 (ptaffet-jump, 4 comments, Mar 26) — New proposal
• #506 (samkim-crypto, Mar 27) — Latest proposal
• #502 (lidatong) — Merged Mar 24
• #488 (joncinque, 75 comments, opened Mar 9) — Active discussion
• #498 (cavemanloverboy) — Closed Mar 28
• SIMD-0401: Stake program Pinocchio migration (p-stake) — Ongoing discussion
• SIMD-0319: Fully remove Accounts is_executable Flag — Long-term discussion (36 comments)
• #177 (Lichtso) — 117 comments, continuously active

📋 Visit Status Checklist

X Accounts

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 (only 2 posts, no recent content)
10. @TheBlueMatt ✅ Visited
11. @adam3us ✅ Visited
12. @bitcoinoptech ✅ Visited
13. @LukeDashjr ✅ Visited
14. @peterktodd ✅ Visited

Forums

• research.lido.fi ✅ Visited (browser)
• forum.ssv.network ✅ Visited (browser)
• SSV earnings distribution page ✅ Visited (browser)
• gov.jito.network ✅ Visited (browser)

GitHub

• Bitcoin BIPs ✅ Visited (web_fetch)
• Bitcoin Core releases ✅ Visited (web_fetch)
• Solana SIMDs ✅ Visited (browser)

Daily Report Part 2/3 — Competitors + Sentiment 2026-03-29

🏁 f2pool Competitors

1. AntPool (@AntPoolofficial) ✅ Visited

• Followers: 29.7K
• Recent Activity:
  • Mar 10: Celebrated the 20 millionth BTC mined, reaching 95.2% of total supply, only 1M BTC remaining https://x.com/AntPoolofficial/status/2031040874264854633
  • Feb 15: RT 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-exchange https://x.com/AntPoolofficial/status/2021422259412533306
  • Pinned: SOC 1 Type II & SOC 2 Type II certification (Jan 20) https://x.com/AntPoolofficial/status/2013507057068937572
• ⚠️ Important: AntPool + ViaBTC experienced a 2-block fork/reorg event on Mar 24 against Foundry pool, where Foundry mined 6 consecutive blocks. Cited by Luke Dashjr and others as evidence of "mining centralization" https://x.com/LukeDashjr/status/2036170498606784565

2. ViaBTC (@ViaBTC) ✅ Visited

• Followers: 59.7K
• Recent Activity:
  • Pinned (Mar 21): Hosting Bitcoin Conference side event in Las Vegas, recruiting on-site support team, location The Venetian, date Apr 27 https://x.com/ViaBTC/status/2035274960504332496
  • 6h ago: Educational thread comparing PPS+/PPLNS/SOLO mining model risk management https://x.com/ViaBTC/status/2037970310641705399
  • Mar 17: Community Q&A event, prize pool 3,000 TH BTC Hashrate (24h) https://x.com/ViaBTC/status/2033753281542164506
• High activity, clear content marketing strategy

3. SpiderPool (@SpiderPool_com) ✅ Visited

• Followers: 5,813
• Recent Activity:
  • Mar 13: Co-founder Seven to participate in roundtable at Blockchain Forum Moscow 2026 (Apr 14-15) https://x.com/SpiderPool_com/status/2032297093822665162
  • Pinned (Jun 25, 2025): SOC 2 Type I certification https://x.com/SpiderPool_com/status/1937662888459796878
  • Nov 2025: BTC collateral zero-interest loan product, LTV up to 70% https://x.com/SpiderPool_com/status/1984563065569083586
• Low posting frequency, most recent original post is Mar 13

4. Foundry (@FoundryServices) ✅ Visited

• Followers: 19.5K
• Recent Activity (Important):
  • 🔥 Mar 19: Announced $ZEC hashrate hit ATH, Foundry Zcash pool coming soon (53K views) https://x.com/FoundryServices/status/2034331540579029493
  • 🔥 Mar 11: Officially announced institutional-grade Zcash pool launching April 2026, compliance-first (231K views) https://x.com/FoundryServices/status/2031721467700793749
  • Jan 22: CEO Mike Colyer on The Wilmac Wire https://x.com/FoundryServices/status/2014015934965441026
• ⚡ Foundry mined 6 consecutive blocks during the Mar 24 2-block fork event (see AntPool section)

🏁 stakefish Competitors

5. Kiln (@Kiln_finance) ✅ Visited

• Followers: 11.9K | AUM: $18B+
• Recent Activity:
  • Pinned (Mar 18): Partnership with Railnet, CoinShares becomes first regulated asset manager to deploy multi-source yield strategies on Railnet https://x.com/Kiln_finance/status/2034206441066700822
  • Mar 26: Stock Vaults concept — yield strategies for tokenized equities, no token subsidies https://x.com/Kiln_finance/status/2037195622852264403
  • Mar 25: Yield product webinar series https://x.com/Kiln_finance/status/2036765747255382017
  • Mar 23: DoubleZero/Solana validator network analysis https://x.com/Kiln_finance/status/2036065670912254222
• Strategic Direction: Expanding from staking to DeFi and RWA, positioning as institutional onchain asset manager

6. Figment (@Figment_io) ✅ Visited

• Followers: 27.4K | 1000+ institutional clients
• Recent Activity:
  • Mar 26: 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 addressed protocol staking this week, commented "This is progress" https://x.com/Figment_io/status/2034973986862367062
  • Mar 20: Heading to Cannes EthCC https://x.com/Figment_io/status/2034917874595504212
  • Mar 19: Supporting Tempo mainnet launch (stablecoin infrastructure) https://x.com/Figment_io/status/2034643954226856099
• Dense global event participation, actively engaging in regulatory dialogue

7. P2P.org (@P2Pvalidator) ✅ Visited

• Followers: 23.8K | $10B+ secured | 0 slashing
• Recent Activity:
  • Pinned (Mar 18): Launched Syncro Sender — Solana transaction landing tool https://x.com/P2Pvalidator/status/2034266672769683903
  • Mar 27: Deep-dive thread on Solana transaction landing https://x.com/P2Pvalidator/status/2037510242141868427
  • Mar 27: Partnership with Balance Canada for institutional Midnight Network ADA staking workflow https://x.com/P2Pvalidator/status/2037215528159502628
• Deep technical content + new product launches

8. Everstake (@everstake_pool) ✅ Visited

• Followers: 105K | 1.6M+ users | 130+ networks
• Recent Activity:
  • Pinned (Mar 26): Security architecture overview — SOC2, ISO27001, GDPR certified https://x.com/everstake_pool/status/2037172319341236321
  • Mar 28: ETH developer activity leadership analysis https://x.com/everstake_pool/status/2037579368994619854
  • Mar 27: Polygon enters L1 TPS top 5 at 116.7 TPS https://x.com/everstake_pool/status/2037546936769638879
  • Mar 27: Injective ($INJ) staking community promotion https://x.com/MB14H0110/status/2037283081594576924
• Largest follower count in the industry, high content frequency, broad coverage

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

⚠️ web_search unavailable, based on X platform search only

Overall Assessment: 🟢 No hack/scam/lawsuit/SEC related serious negatives found. Main risk comes from BIP-110 community's ongoing criticism of large pools (including f2pool).

stakefish Sentiment

⚠️ web_search unavailable, based on X platform search only

Overall Assessment: 🟢 Extremely quiet. No negative sentiment found. Very little stakefish-related discussion on X.

🚨 OP_RETURN / Spam Monitoring

9. Renaud Cuny (@CunyRenaud) ✅ Visited

• Key Data:
  • 🔥 47% of Bitcoin block space consumed by spam in past 7 days https://x.com/CunyRenaud/status/2037482625154142241
  • Barefoot Mining mined block #942,509, the 2nd BIP-110 signaling block https://x.com/CunyRenaud/status/2037644492954546199
  • BIP-110 targeting activation before September 2026
  • Weekly block space analysis newsletter launching (Mondays 08:00 UTC)

10. Luke Dashjr (@LukeDashjr) ✅ Visited

• Key Updates:
  • RT and commented on 2-block fork/reorg event: "Literally decided by mining centralisation" https://x.com/LukeDashjr/status/2036170498606784565
  • RT BIP-110 related videos and explanatory content
  • Re-shared old anti-big-block presentation video https://x.com/LukeDashjr/status/2037887757658325266
  • RT discussion about post-quantum signatures potentially being backdoored by governments

11. Peter Todd (@peterktodd) ✅ Visited

• Key Updates:
  • No recent OP_RETURN/spam related posts found
  • RT post-quantum signature discussion: "replacing established signatures with post-quantum ones may be an attempt to inject backdoors" https://x.com/giacomozucco/status/2037811227083026872
  • Criticized Apple's age verification practices under UK Online Safety Act https://x.com/peterktodd/status/2037813267653960146
  • Primarily focused on privacy, freedom, social commentary

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

• Key Updates:
  • Tracking BIP-110 node adoption: Found organization running 2,500 IPs with BIP-110 nodes, 500 Core nodes https://x.com/GrassFedBitcoin/status/2037737902915117109
  • RT Barefoot Mining's BIP-110 signaling block https://x.com/TheBoozles/status/2037627325056168165
  • Continues emphasizing spam filtering stance: "Act like stupid kids filling the chain up with..." https://x.com/GrassFedBitcoin/status/2038045110395666625
  • OCEAN Mining CBO (Chief Boiling Officer), strong anti-spam stance

OP_RETURN / Spam Summary

• BIP-110 Momentum Growing: Barefoot Mining begins signaling support, node and miner adoption data tracked by Cuny Renaud is increasing
• Spam Remains Core Issue: 47% block space consumed by spam (7-day average)
• 2-Block Fork Event: Foundry vs AntPool+ViaBTC, sparking mining centralization discussion
• Post-Quantum Signature Debate: Peter Todd and Giacomo Zucco warn governments may use post-quantum signature replacement to embed backdoors

📋 Visit Status Checklist

Sentiment Search:

• f2pool: ✅ Searched (X platform live + negative keywords)
• stakefish: ✅ Searched (X platform live)
• ⚠️ web_search unavailable (Brave API key not configured), based on X platform search only

Report generated: 2026-03-29 09:40 SGT

Daily Report Part 3/3 — Key Companies 2026-03-29

🏢 Mining Public Companies

Bitdeer (BTDR) ✅ Visited

• BTC Weekly Report (as of Mar 27): BTC Holdings: 0 (pure holdings, excluding customer deposits), BTC Output: 146.0 BTC, BTC Sold: 146.0 BTC, Net BTC Added: 0 BTC [https://x.com/BitdeerOfficial/status/2037752079494901882]
• AI Cloud + NVIDIA: Bitdeer AI Cloud now supports NVIDIA OpenShell (open-source autonomous agent runtime), powered by GB200 NVL72 systems, GTC recap published [https://x.com/BitdeerOfficial/status/2036656328601649239]
• Sealminer A2 Major Order: Uminers ordered 4,000 Sealminer A2 units, praised Bitdeer as "no longer just a challenger" [https://x.com/BitdeerOfficial/status/2036363364042228208]
• Previous Week BTC Report (as of Mar 20): Output 126.3 BTC, all sold, net holdings remain 0 [https://x.com/BitdeerOfficial/status/2035180120915190064]
• Hiring: Product Manager, Marketing Specialist, Compliance Director (Singapore/US)
• Strategy Profile: Full-sell strategy (output = sales), zero BTC holdings, focused on AI Cloud + mining hardware manufacturing dual-engine approach

Marathon (MARA) ✅ Visited

• 🔥 Major News — $1B Convertible Note Repurchase: Repurchased ~$1B of 0.00% convertible senior notes due 2030 at ~9% discount to par. ~30% convertible debt reduction, ~$88M value captured, eliminates future dilution from retired notes. Funded through BTC sales, not ATM [https://x.com/MARA/status/2037139164785680398] (192 replies, 348K views, pinned)
• IR Link: ir.mara.com published official announcement [https://x.com/MARA/status/2037139166186676294]
• Robert Samuels (IR) Confirmed: ~$1B repurchase, ~9% discount, 30% debt reduction [https://x.com/RobSamuelsIR/status/2037144098566467833]
• Salman Khan Comment: "Balance sheet discipline" [https://x.com/theRealSalKhan/status/2037144693239107836]
• MARA Pool Upgrade: Aligned with proposed Great Consensus Cleanup soft fork (BIP 54), locktime now defaults to current block height minus 1, sequence value uses 21,000,000 representation [https://x.com/andurobtc/status/2036824532506288459]
• Strategic Direction: "Strengthening balance sheet and increasing optionality as we scale into digital energy and AI/HPC"
• X account migrated from @MARAHoldings to @MARA

Riot (RIOT) ✅ Visited

• Latest post is Mar 3 — No new posts in ~4 weeks
• FY2025 Results (Mar 3): Record $647.4M total revenue, 5,686 BTC mined [https://x.com/RiotPlatforms/status/2028848241396121980]
• AMD Data Center Lease (Jan 21): Agreement signed, initial 25 MW deployment, phased delivery Jan-May 2026, expandable up to 200 MW [https://x.com/RiotPlatforms/status/2013665311271112929]
• ⚠️ Very low social activity — Most recent post is the Mar 3 earnings release

CleanSpark (CLSK) ✅ Visited

• Bio Key Data: 1.8 GW power under contract, 13,363 BTC holdings (100% self-mined)
• Recent posts mainly retweets:
  • CEO Matt Schultz on "BTC mining + AI co-location" vision [https://x.com/smatthewschultz/status/2034311980866240748]
  • Analyst says CLSK is "not a miner trying AI" but "structurally different" — 1,809 MW scarce power, zero ATM dilution, $2B+ liquidity [https://x.com/smatthewschultz/status/2033290194393407927]
  • BTC stack management yield Q4 ~$13.2M [https://x.com/wsfoxley/status/2032878700748833021]
  • CEO early startup story (wife offered wedding ring to help make payroll) [https://x.com/marketopolis_/status/2033956351567917176]
• Positioning: Data center developer (AI + HPC + BTC), emphasizing no-dilution, no-sell strategy

Hut 8 (HUT) ✅ Visited

• Pinned — 2025 Strategic Results (Feb 25): Signed 15-year AI infrastructure lease (River Bend), valued at $7.0 billion; commercialized next-generation data center architecture at Vega [https://x.com/Hut8Corp/status/2026647761207083429]
• Personnel Change: Sue Ennis departed, moving to President role in AI and robotics. CEO Asher Genoot praised her five-year contribution [https://x.com/ashergenoot/status/2033532257550377001]
• FY2025 Results (Feb 26): Released, webcast recording available [https://x.com/Hut8Corp/status/2026778205072273908]
• ⚠️ Most recent post is Mar 16 retweet — Original posts stopped at Feb 26

Core Scientific (CORZ) ✅ Visited

• AI Factory Build (Mar 27): Published 8-post thread showcasing "one of the fastest AI factory builds in the country" from project management perspective [https://x.com/Core_Scientific/status/2037537777730900098]
• F1 Sponsorship: RT Cadillac Formula 1 Team Japanese Grand Prix content [https://x.com/Cadillac_F1/status/2037314965808243042]
• Positioning: "Build smarter. Scale faster." High-density data centers for demanding workloads

Bitmain ✅ Visited

• ANTRACK Heating Solution (Mar 27): "Earn BTC While Heating!" — ANTRACK + Bitcoin Miner combo [https://x.com/BITMAINtech/status/2037513661103890533]
• Scrypt Miner Sales (Mar 23):
  • U2L9H liquid-cooled miner (LTC/DOGE): 27G, 5,670W, 210J/G, $5,670/unit [https://x.com/BITMAINtech/status/2036064249454498127]
  • ANTMINER L9: 16G, 3,360W, 210J/G, $3,360/unit, 7 working days shipping [https://x.com/BITMAINtech/status/2036063197028065723]
• North America Hashrate Ambassador: Partnership with Bitmars [https://x.com/BITMAINtech/status/2029540388374200516]
• ⚠️ No recent BTC miner (S series) new product announcements

💼 Strategy / Saylor

Strategy (@Strategy) ✅ Visited

• 🔥 $42B ATM Program (Mar 23): Announced new $21B STRC ATM program + $21B MSTR ATM program [https://x.com/Strategy/status/2036075958738850102] (574K views, 2.4K likes)
• $STRC Promotion (Mar 27): "Everyone Likes Money" [https://x.com/Strategy/status/2037535211970290064]
• Bitcoin Hub (Mar 25): Opened free coworking space at Tysons Corner HQ for Bitcoin individuals, startups, and companies [https://x.com/Strategy/status/2036518298678886658]
• Anchorage Digital (Mar 24): Confirmed as Strategy's trading and custody partner, Anchorage added $STRC to its balance sheet [https://x.com/Anchorage/status/2036458501481128077]

Michael Saylor (@saylor) ✅ Visited

• 🔥 "Laser Eyes Are Back" (11h ago): "It's time to put the laser eyes back on. $BTC" — 640K views, 18K likes, 2.3K reposts [https://x.com/saylor/status/2037900112152625428]
• Digital Asset Summit 2026 Keynote (Mar 27): "The best way to build a billion-dollar finance company today is Digital Credit" — $STRC, @Blockworks DAS 2026 [https://x.com/saylor/status/2037529183421599770] (258K views, 5.2K likes)
• New Book on Audible (RT): The Treasury of Michael Saylor [https://x.com/anilpatel/status/2037962447513149445]
• STRC Analysis (RT): "Bitcoin-backed asset paying 11.5% monthly... and gets MORE stable after a crash?" [https://x.com/kinetic_finance/status/2037661881347846624]

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat) ✅ Visited

• 2026 ≈ 2025 (Mar 28): Referenced his prior view on The Compound "Will We See a Bear Market in 2026?" — implying similar to 2025 [https://x.com/fundstrat/status/2037637618351886722] (97K views)
• CNBC Closing Bell (Pinned, Mar 24): Discussing oil, gold, stocks, war [https://x.com/fundstrat/status/2036155238843896054] (88K views)
• $BMNR Acquires Pier Two (RT, Mar 26): BitMine's MAVAN acquires Pier Two (94K views) [https://x.com/Kross_Roads/status/2037185901873250668]
• Tom Lee is also Chairman of BitMine ($BMNR)

⚡ Action Items Summary

Comprehensive summary from Parts 1/2/3:

🔴 Urgent

1. MARA $1B Convertible Note Repurchase — Major capital structure change, 30% convertible debt reduction, $88M value capture. Funded by BTC sales not ATM, sets precedent for miner ecosystem [https://x.com/MARA/status/2037139164785680398]
2. Houthis Enter War + Geopolitical Risk — If Bab al-Mandab strait closes, global oil supply drops ~6M barrels/day, Monday markets may see severe volatility [https://x.com/NoLimitGains/status/2037861569363599444]
3. Zero Insider Buying — 55 transactions this week, all selling, worth $2.3B [https://x.com/NoLimitGains/status/2037906821386494439]

🟡 Important

4. Strategy $42B ATM Program — $21B STRC + $21B MSTR ATM, the largest financing tool for "BTC standard" corporate strategy [https://x.com/Strategy/status/2036075958738850102]
5. Saylor "Laser Eyes Are Back" — Extremely bullish signal, 640K views, may signal larger BTC buying action [https://x.com/saylor/status/2037900112152625428]
6. Bitfinex Whales Building Massive Position — Margin longs at ATH (79K BTC), adding 300+ BTC daily, buying below $69K [https://x.com/adam3us/status/2038066074822808014]
7. SSV Transitioning to ETH-Denominated Payments — Major change, SSV top-ups no longer possible after transition, pending DAO approval
8. Lido stETH/LDO Buyback Proposal — Authorize up to 10,000 stETH from treasury to purchase LDO [https://x.com/LidoFinance/status/2037567872797483052]
9. 47% Block Space Consumed by Spam — 7-day average, BIP-110 momentum growing [https://x.com/CunyRenaud/status/2037482625154142241]
10. Foundry Launching Zcash Pool — April 2026, institutional-grade, compliance-first [https://x.com/FoundryServices/status/2034331540579029493]
11. BTC Tax Draft Double-Taxes Mining — Only provides relief for staking [https://x.com/BitcoinConner/status/2037581084322390041]
12. Bitdeer Zero BTC Holdings — Sold all output for two consecutive weeks (146 + 126.3 BTC), strategy sharply contrasts MARA/CLSK

🟢 Positive

13. Tom Lee: 2026 ≈ 2025 — Implies no bear market [https://x.com/fundstrat/status/2037637618351886722]
14. CleanSpark BTC Management Yield — Q4 ~$13.2M from 13.3K BTC holdings [https://x.com/wsfoxley/status/2032878700748833021]
15. Hut 8 River Bend $7B AI Lease — 15-year term, signed [https://x.com/Hut8Corp/status/2026647761207083429]
16. Core Scientific AI Factory Accelerating — One of the fastest AI factory builds in the US [https://x.com/Core_Scientific/status/2037537777730900098]
17. SSV DVT Adopted by Japanese Listed Company [https://x.com/ssv_network/status/2037177494130827267]
18. Bitcoin Core 28.4 Released [https://x.com/bitcoinoptech/status/2037470754627809503]
19. Chun Wang (f2pool) Withdrew 9,000 ETH from Binance — Deposited to Aave, total holdings ~79,818 ETH [https://x.com/EmilioBojan/status/2037888377693884908]

📋 Visit Status Checklist

Report generated: 2026-03-29 09:55 SGT