Daily Report Part 1/3 — Market + Core Projects + BTC 2026-03-30

📈 Market Analyst Views

@IncomeSharks

• Midterm Election Year Pullback Warning: Cited data showing S&P 500 median pullback of 15.6% in midterm election years, advising preparation for longer and deeper corrections https://x.com/IncomeSharks/status/2037694923101847987
• $META Analysis: Pointed out META's only down year in the past decade was 2022 (midterm election year), 2026 market may price in similar moves; 97% revenue from ads, high risk during consumer tightening https://x.com/IncomeSharks/status/2037690459242508676
• Historical Optimism Reminder: Only 3 presidents in 100 years saw stock market declines during their terms (Hoover/Nixon/Bush), social media panic is overblown https://x.com/IncomeSharks/status/2038297322669695342
• Pinned: February Slice portfolio YTD +3%, outperforming S&P 500 https://x.com/IncomeSharks/status/2028612899124740112

@NoLimitGains

• 🚨 Iran Military Action Report: Citing Washington Post that US military preparing ground entry into Iran, 2-month military operation https://x.com/NoLimitGains/status/2038176057610620975
• 🚨 World Uncertainty Index Hits All-Time High: Exceeding Covid, 9/11, and 2008 Financial Crisis https://x.com/NoLimitGains/status/2038311134608973926
• Validated Exit Call: Referenced own Feb 3 post at S&P 6,983 when 95% exited the market, implying price action validated the call https://x.com/NoLimitGains/status/2038377265105359278
• US Rent Decline: Published US rental price decline data https://x.com/NoLimitGains/status/2037988619550327241

🚗 Tesla $TSLA

@yxinsights

• ML signal maintains SPY Neutral – Stay Out, no change for consecutive days (Mar 26-27)
• Sentiment poll: $BTC next week bearish 55.9% vs bullish 44.1%; $META near 50:50
• Most in-depth content is subscription-locked

@DanBTC916 (public content only)

• Wyckoff Distribution Pattern Validated: Believes $TSLA has completed the Mark Down phase, liquidity grab possible below $350, accumulating positions https://x.com/DanBTC916/status/2037546570984611968
• Pinned Long-term Outlook (Aug 2025): Expects push to $400-480 by end of 2025, H1 2026 consolidation phase due to new affordable model ramp https://x.com/DanBTC916/status/1955258862845694086
• Retweeted Tesla FSD cross-country intervention-free 2,700-mile drive video

📋 Core Project Updates

@LidoFinance

• 🔥 stETH/LDO Trade Proposal: Proposing authorization for Lido Growth Committee to use up to 10,000 stETH from DAO treasury to purchase LDO https://x.com/LidoFinance/status/2037567872797483052
• Lido Day @ EthCC9: March 31, Cannes, France https://x.com/LidoFinance/status/2037472035459219627
• Earn Upgrade Notice: EarnETH vault migrated over $100M, calling DVV/GGV/stRATEGY holders to upgrade https://x.com/LidoFinance/status/2037126487111778503
• Pinned: Two new vaults (EarnETH & EarnUSD) are live

Lido Forum Hot Topics (research.lido.fi)

• Utilizing Market Opportunities: stETH/LDO trade — 1d ago, 2 replies
• SSV Network vulnerability case study — 1d ago, 5 replies
• Proposal: Transition LNOSG into CMC — 2d ago
• Proposal: Redirect DVT & APM Incentives — 2d ago
• EIP-8205: Safe delegated staking deposits — 2d ago
• Security Bulletin: Immunefi weakness disclosure Mar 2026 (funds not at risk) — 4d ago
• LDO buybacks and staking — 5d ago
• Lido V3 (stVaults) risk assessment framework — 4d ago

@ssv_network

• 🚨 SSV Transitioning to ETH-Denominated Payments: Forum banner announcement, pending DAO approval. After upgrade, cannot continue recharging with SSV, adding/removing validators, or reactivating clusters; only path is migration to ETH payment
• Japanese Institutional Adoption: Listed Japanese company using SSV DVT via BITPoint, P2P Validator as ETH treasury strategy https://x.com/ssv_network/status/2037177494130827267
• 100K+ SSV Burned in 2026: Under DIP-41, 50% unclaimed fees rolling burn https://x.com/ssv_network/status/2037032324445917594

SSV Forum Latest DIPs

• DIP-55: Adding ENS names for core protocol contracts — 2d ago, 5 replies
• DIP-56: Anchor Client continued development and maintenance (2026-2027) — 2d ago, 4 replies
• DIP-54: Public operator soft fee floor and OC policy permissions — 2d ago, 6 replies
• MOC Report: 4-Year DAO Budget Update — 6d ago

🔔 SSV Rewards Distribution Monitoring

• Last update: Mar 16, 2025 (2025-02 Rewards Distribution by EridianAlpha)
• Previous update: Feb 8, 2025 (2025-01)
• Status: Monthly update cadence normal, no anomalies

@jito_sol

• Strategic Declaration: Claims they won't stay at infrastructure layer, building products on top of infrastructure advantages https://x.com/jito_sol/status/2032124465857900731
• Prop AMMs Article: Referenced magic's article on Prop AMM market maker challenges on Solana https://x.com/jito_sol/status/2037572247691420108
• Buffalu Prediction: Within one year, over 50% of Solana user trades will come from Jito-built products (retweet) https://x.com/buffalu__/status/2037472845370884120
• JET Europa Berlin event 4/13-17

Jito Governance (gov.jito.network)

• Latest completed proposal: SIMD-0185 Feature Gate upgrade (~1 month ago)
• JIP-33: Jito × Coinbase partnership (~1 month ago)
• JIP-34: Liquidity and Incentive Budget (~1 month ago)
• No active proposals currently

@ether_fi

• Liquid Vault APY Tool: Estimate annualized yield by deposit amount https://x.com/ether_fi/status/2037625664761684238
• Ride & Dine Event: Users have earned over $80K USDC in rewards https://x.com/ether_fi/status/2037193943780114894
• Pinned: iOS App Earn feature is live
• Heavy hiring (Android engineer, risk control, contract engineer, etc.)

₿ BTC Dedicated Tracking

@pwuille

• Only 2 posts, no recent activity

@TheBlueMatt

• Retweeted Bitcoin Mining Double Taxation Issue: New legislation draft only provides relief for staking, mining double taxation remains unresolved https://x.com/BitcoinConner/status/2037581084322390041
• Retweeted Bitcoin Governance Debate: Eric Voskuil pointed out Bitcoin is not a company, not a democracy, not governable https://x.com/evoskuil/status/2037804166815289828
• CLARITY Act Risk: Shared discussion on narrowing crypto regulatory window

@adam3us

• 🔥 BIP-110 Debate Continues to Heat Up: Retweeted that Adam Back/Shinobi/Bitmex Research spent 6-8 months educating community on why BIP-110 is dangerous https://x.com/Pledditor/status/2038182939209462096
• Bitcoin Core Contributor Progress: Brink fellow Marco De Leon became full-time grantee, completed txid type safety project

@bitcoinoptech

• Newsletter #398 (Mar 27): Bitcoin Core 28.4, Core Lightning 26.04rc1, Stack Exchange Q&A highlights https://x.com/bitcoinoptech/status/2037470754627809503
• Topics covered: Does Bitcoin use encryption, does P2TR-MS leak public keys, OP_CHECKSIGFROMSTACK

@LukeDashjr

• Against Bigger Blocks: Re-shared presentation on the dangers of bigger blocks https://x.com/LukeDashjr/status/2037887757658325266
• Mining Centralization Concern: Foundry mined 6 consecutive blocks causing a 2-block fork, commented "literally decided by mining centralisation" https://x.com/LukeDashjr/status/2036170498606784565
• Retweeted: Two-block fork/reorg event (Foundry vs AntPool+ViaBTC) technical details

@peterktodd

• Post-Quantum Signature Discussion: Retweeted Zucco's view — replacing existing signatures with "post-quantum" signatures may be a government backdoor attempt, any discussion should be about "adding" not "replacing" https://x.com/giacomozucco/status/2037811227083026872
• Apple Age Verification Criticism: UK Online Safety Act doesn't require iOS age verification, Apple proactively downgrading functionality https://x.com/peterktodd/status/2037813267653960146

Bitcoin Core GitHub Releases

• Latest: Bitcoin Core v29.3 (Feb 11, 2026), v30.2 (Jan 13), v30.1 (Jan 2)
• Bitcoin Core 28.4 mentioned in Optech #398 (possibly RC or upcoming release)

BIP-110 Discussion

• Community hotly debated, Adam Back and Luke Dashjr both oppose, consider it dangerous
• Core argument: Block size, governance power distribution

⚙️ Solana SIMD Governance

Recently Merged PRs

• SIMD-0377: eBPF ISA compatibility (merged Jan 23)
• SIMD-406: Restrict the number of accounts in an instruction (merged Jan 6)

Active Open PRs (Updated in Past 48h)

• SIMD-0503: Static Sysvars — created Mar 26, updated Mar 28 https://github.com/solana-foundation/solana-improvement-documents/pull/503
• SIMD-0504: Stricter Shred Validation — created Mar 26, updated Mar 27 https://github.com/solana-foundation/solana-improvement-documents/pull/504
• SIMD-506: Upgrade Agave secp256k1 syscall to k256 — created Mar 27 https://github.com/solana-foundation/solana-improvement-documents/pull/506
• SIMD-0499: Deactivate execution of loader-v1 and ABI-v0 — created Mar 18 https://github.com/solana-foundation/solana-improvement-documents/pull/499
• SIMD-0177: Program Runtime ABI v2 — long-running, updated Mar 27 https://github.com/solana-foundation/solana-improvement-documents/pull/177

📋 Visit Status Checklist

Daily Report Part 2/3 — Competitors + Sentiment 2026-03-30

🏁 f2pool Competitors

1. @AntPoolofficial ✅ Visited

• Followers: 29.7K
• Latest Original Post: Jun 20, 2025 — ANTPOOL Shop and BITMAIN jointly launched Host Antminer, first supporting S21 Hyd https://x.com/AntPoolofficial/status/1936001491254558923
• Recent Retweets: Jul 1 Botanix mainnet launch (412K views); Jun 5 Botanix Founding Federation 16 node operators
• 48h Activity: No new posts
• Note: AntPool mentioned in the recent two-block fork event (see OP_RETURN section)

2. @ViaBTC ✅ Visited

• Followers: 59.7K
• Latest Post: Mar 29 — PPS+/PPLNS/SOLO mining method comparison educational thread https://x.com/ViaBTC/status/2037970310641705399
• Pinned: Mar 21 — Recruiting Bitcoin Conference side event volunteers (The Venetian, Apr 27) https://x.com/ViaBTC/status/2035274960504332496
• Mar 17: Community Q&A event, prize pool 3,000 TH BTC hashrate (5.8K views) https://x.com/ViaBTC/status/2033753281542164506
• Note: ViaBTC also mentioned in the two-block fork event

3. @SpiderPool_com ✅ Visited

• Followers: 5,812
• Latest Post: Mar 13 — SpiderPool co-founder Seven will speak at Blockchain Forum Moscow 2026 (Apr 14-15) roundtable https://x.com/SpiderPool_com/status/2032297093822665162
• Pinned: Jun 25, 2025 — Achieved SOC 2 Type I certification https://x.com/SpiderPool_com/status/1937662888459796878
• ⚠️ Related Event: CunyRenaud reported 4 hours ago that SpiderPool mined block 942847 containing a 6.3KB OP_RETURN payload

4. @FoundryServices ✅ Visited

• Followers: 19.5K
• 🔥 Key Updates:
  • Mar 19 — $ZEC hashrate hit all-time high, Foundry Zcash mining pool coming soon (54K views, 494 likes) https://x.com/FoundryServices/status/2034331540579029493
  • Mar 11 — Officially announced Foundry Zcash Mining Pool launching April 2026, positioned as institutional-grade compliant infrastructure (231K views, 649 likes) https://x.com/FoundryServices/status/2031721467700793749
• ⚠️ Related Event: Foundry mined 6 consecutive blocks in the two-block fork event, sparking mining centralization discussion

🏁 stakefish Competitors

5. @Kiln_finance ✅ Visited

• Followers: 11.9K | $18B+ delegated assets
• Latest Post: 13 hours ago — EthCC 9th edition (Cannes), CEO Laszlo Szabo speaking on Monroe Stage about "The Future of Onchain Asset Management" https://x.com/Kiln_finance/status/2038231757103759446
• Pinned Mar 18: CoinShares became first regulated asset manager building on Railnet (Kiln infrastructure) https://x.com/Kiln_finance/status/2034206441066700822
• Mar 26: Stock Vaults concept — solving demand issues for tokenized stocks https://x.com/Kiln_finance/status/2037195622852264403

6. @Figment_io ✅ Visited

• Followers: 27.4K | 1000+ institutional clients
• Latest Post: Mar 26 — Heading to Tokyo for WEB3/AI & Teamz Summit https://x.com/Figment_io/status/2037061994109690073
• Mar 23: Brazil event recap https://x.com/Figment_io/status/2036089696133210620
• Mar 20: SEC commented on protocol staking, Figment calls it progress https://x.com/Figment_io/status/2034973986862367062
• Mar 19: Supporting Tempo mainnet launch (stablecoin infrastructure) https://x.com/Figment_io/status/2034643954226856099

7. @P2Pvalidator ✅ Visited

• Followers: 23.7K | $10B+ secured | 0 slashing
• Latest Post: Mar 27 — Solana transaction landing analysis thread + Midnight Network & Balance partnership https://x.com/P2Pvalidator/status/2037510242141868427
• Pinned Mar 18: Launched Syncro Sender — Solana transaction landing tool https://x.com/P2Pvalidator/status/2034266672769683903
• Mar 27: P2P.org + Balance launched institutional-grade Midnight Network staking workflow https://x.com/P2Pvalidator/status/2037215528159502628

8. @everstake_pool ✅ Visited

• Followers: 105K | 1.6M+ users | 130+ networks
• Latest Post: Mar 28 — Ethereum developer activity continues to lead https://x.com/everstake_pool/status/2037579368994619854
• Pinned Mar 26: Security architecture — SOC2, ISO27001, GDPR certified https://x.com/everstake_pool/status/2037172319341236321
• Mar 27: Polygon becomes 5th highest TPS L1 (116.7 TPS) https://x.com/everstake_pool/status/2037546936769638879

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

• 🟢 Positive: Chun Wang (f2pool co-founder) withdrew 9,000 ETH ($17.86M) from Binance into Aave for yield. Wallet holds 79,818 ETH (~$158.7M). Multiple accounts reported. https://x.com/gascope/status/2038353091490148674 / https://x.com/lendra_io/status/2038314511111684524
• 🔴 Legal/Security/Reputation: No f2pool lawsuit / hack / scam / SEC related negative information found
• ⚠️ Mining Event: Two-block fork/reorg event (Mar 24) involving Foundry vs AntPool+ViaBTC; Luke Dashjr commented "mining centralisation decided the outcome" https://x.com/LukeDashjr/status/2036170498606784565

stakefish Sentiment

• X platform search for "stakefish" returned no recent results
• 🔴 Legal/Security/Reputation: No stakefish related negative information found
• ⚠️ web_search unavailable, based on X platform search only

Market Background

• Bitcoin fell below $65,000, Iran escalation triggered $190M liquidations

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud ✅ Visited

• 🔥 4 hours ago: LARGE OP_RETURN ALERT — 6.3KB payload in block 942847, Miner: SpiderPool https://x.com/CunyRenaud/status/2038356537257673127
• 🔥 23 hours ago: BIP-110 SIGNALING BLOCK! Block 942,721 signals for BIP-110, Miner: OCEAN (234 Alberta) (16K views, 345 likes) https://x.com/CunyRenaud/status/2038071292469882935
• Retweeted BIP-110 explainer video content

10. @LukeDashjr ✅ Visited

• Mar 28: Shared old video against bigger blocks, said "bad actors are brainwashing" (14K views) https://x.com/LukeDashjr/status/2037887757658325266
• Mar 25 Retweet: Two-block fork event detailed analysis (Jason Hughes), Foundry mined 6 consecutive blocks (18K views) https://x.com/wk057/status/2036674054971703361
• Mar 24: Commented on two-block fork: "Literally decided by mining centralisation" (14K views) https://x.com/LukeDashjr/status/2036170498606784565
• Mar 25 Retweet: Criticized Core™ for being silent on spam but angry about BIP-110 (11K views) https://x.com/1914ad/status/2036618121176559918

11. @peterktodd ✅ Visited

• No recent direct OP_RETURN/spam related posts
• Mar 28 Retweet: Warning that "post-quantum" signatures could be government backdoor injection https://x.com/giacomozucco/status/2037811227083026872
• Mar 28: Criticized Apple age verification as "deliberate sabotage" (54K views) https://x.com/peterktodd/status/2037813267653960146

12. @GrassFedBitcoin ✅ Visited

• 🔥 23 hours ago: Celebrating BIP-110 signaling block (OCEAN 234 Alberta) https://x.com/GrassFedBitcoin/status/2038083642724110545
• Mar 29: Criticized undisciplined on-chain behavior as inviting government regulation https://x.com/GrassFedBitcoin/status/2038045110395666625
• Mar 28: Discovered bitprojects deploying 2500 IPs for BIP-110 nodes (suspected Sybil attack) https://x.com/GrassFedBitcoin/status/2037737902915117109

📋 Visit Status Checklist

Sentiment Search: f2pool ✅ | stakefish ✅ | f2pool negative keywords ✅ ⚠️ Note: web_search unavailable, sentiment based on X platform search only

Daily Report Part 3/3 — Key Companies 2026-03-30

🏢 Mining Public Companies

Bitdeer (BTDR) ✅ Visited

• BTC Weekly Update (Mar 28): BTC Holdings: 0 (pure holdings, excluding customer deposits), BTC Output: 146.0 BTC, BTC Sold: 146.0 BTC, Net BTC Added: 0 BTC. Data as of March 27 https://x.com/BitdeerOfficial/status/2037752079494901882
• Strategy Observation: Bitdeer continues "sell all" strategy, no BTC reserves, focusing on operational cash flow
• AI Cloud + NVIDIA GTC (Mar 25): Bitdeer AI Cloud now supports NVIDIA OpenShell (autonomous 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, calling Bitdeer "no longer just a challenger" https://x.com/BitdeerOfficial/status/2036363364042228208
• Last Week BTC Weekly (Mar 21): Output 126.3 BTC, also all sold https://x.com/BitdeerOfficial/status/2035180120915190064
• 28.3K followers

Marathon / MARA (MARA) ✅ Visited

• Note: @MARAHoldings has migrated to @MARA (new main account)
• 🔥 Major: $1B Convertible Notes Repurchase (Mar 26, Pinned): Repurchased ~$1B of 0.00% convertible notes due 2030 at ~9% discount to par. ~30% convertible debt reduction. ~$88M value captured. Zero future dilution on retired notes. Funded through BTC sales, not ATM. 355K views, 666 likes https://x.com/MARA/status/2037139164785680398
• Robert Samuels (IR Head) Commentary: Same repurchase news, called it a "strategic transaction" https://x.com/RobSamuelsIR/status/2037144098566467833
• Expanding into Digital Energy + AI/HPC: Repurchase announcement stated — strengthening balance sheet, providing flexibility for digital energy and AI/HPC expansion https://x.com/MARA/status/2037139166186676294
• MARA Pool Upgrade (Mar 25, Retweet Anduro): MARA Pool upgraded to support BIP 54 (Great Consensus Cleanup soft fork) — locktime defaults to current block height -1, sequence value set to representation of 21,000,000 https://x.com/andurobtc/status/2036824532506288459
• 82.8K followers

Riot Platforms (RIOT) ✅ Visited

• Latest post is Mar 3: FY2025 earnings — record $647.4M total revenue, 5,686 BTC mined https://x.com/RiotPlatforms/status/2028848241396121980
• AMD Data Center Lease (Jan 21): Signed data center lease with AMD, initial 25MW (phased delivery Jan-May 2026), expandable to 200MW https://x.com/RiotPlatforms/status/2013665311271112929
• ��️ Low Social Media Activity: No new posts for nearly a month (last Mar 3), possibly focused on operations or IR channels
• 54.7K followers

CleanSpark (CLSK) ✅ Visited

• Bio Updated: Now positioned as "Data Center Developer for AI, HPC and Bitcoin", Power Under Contract: 1.8 GW, BTC Holdings: 13,363 (100% self-mined)
• Mullet Mining Concept (Retweet Mar 19): CEO Matt Schultz shared Hashrate Index article — running AI and BTC mining at the same site beats a full pivot https://x.com/smatthewschultz/status/2034311980866240748
• BTC Yield Strategy (Retweet Mar 15): CFO revealed $13.2M revenue last quarter from managing BTC stack, "We definitely benefit from the volatility" https://x.com/wsfoxley/status/2032878700748833021
• Valuation Discussion (Retweet Mar 16): 1,809 MW of scarce power, zero ATM dilution, $2B+ liquidity, positioned as energy infrastructure not just a miner https://x.com/smatthewschultz/status/2033290194393407927
• Policy Advocacy (Retweet Mar 18): CEO at Bitcoin Voter Project event discussing digital asset education with Senator Steve Daines https://x.com/BitcoinVoter/status/2034289573308637317
• 35.8K followers

Hut 8 (HUT) ✅ Visited

• FY2025 Strategic Review (Feb 25, Pinned): Signed River Bend 15-year AI infrastructure lease ($7.0B value); commercialized Vega data center architecture; launched dedicated publicly traded Bitcoin entity https://x.com/Hut8Corp/status/2026647761207083429
• Executive Change (Retweet Mar 16): Sue Ennis left Hut 8 for President role in AI and robotics. CEO Asher Genoot posted tribute https://x.com/ashergenoot/status/2033532257550377001
• ⚠️ Low Social Media Activity: Most recent original post is Feb 26 post-earnings call thank you
• 50.2K followers

Core Scientific (CORZ) ✅ Visited

• AI Factory Construction (Mar 27): Published 8-tweet thread showcasing project manager POV of AI factory construction progress — called "one of the fastest AI factory builds in the country" https://x.com/Core_Scientific/status/2037537777730900098
• F1 Sponsorship (Mar 27, Retweet): Core Scientific sponsors Cadillac Formula 1 team, Japan GP promotion https://x.com/Cadillac_F1/status/2037314965808243042
• Positioning: High-density data centers purpose-built for most demanding workloads
• 21.3K followers

Bitmain ✅ Visited

• ANTRACK Heating Solution (Mar 27): ANTRACK + Bitcoin Miner combo — earn BTC while heating https://x.com/BITMAINtech/status/2037513661103890533
• Scrypt Miner Promotions (Mar 23): U2L9H hydro-cooling (27G, $210/G) and ANTMINER L9 (16G, $210/G), for LTC & DOGE mining https://x.com/BITMAINtech/status/2036064249454498127
• North America Partnership (Mar 5): Bitmars became BITMAIN's official Hashrate Ambassador for North America https://x.com/BITMAINtech/status/2029540388374200516
• Paraguay Hydro-Cooling Farm Showcase (Feb 13): 300MW capacity, 40K+ S21 miners, 236 ANTSPACE HW5 hydro-cooling systems https://x.com/BITMAINtech/status/2022295135850291571
• 113.3K followers

💼 Strategy / Saylor

@Strategy ✅ Visited

• 🔥 $42B ATM Program (Mar 23): Announced new $21B STRC ATM and $21B MSTR ATM programs. 575K views, 2.4K likes https://x.com/Strategy/status/2036075958738850102
• STRC Promotion (Mar 27): "Everyone Likes Money" — promoting $STRC https://x.com/Strategy/status/2037535211970290064
• Bitcoin Hub (Mar 25): Opened free coworking space at Tysons Corner HQ for Bitcoin individuals/startups/companies https://x.com/Strategy/status/2036518298678886658
• Anchorage Digital Partnership (Retweet Mar 24): Anchorage as Strategy's trading and custody partner, added $STRC to own balance sheet. 87K views https://x.com/Anchorage/status/2036458501481128077
• 152.7K followers

@saylor ✅ Visited

• STRC Stability Data (~12h ago): Over the past 30 days, $STRC has been less volatile than every company in the S&P 500 and every major asset class, while delivering 11.5% dividend yield. 317K views, 7.2K likes https://x.com/saylor/status/2038242570791211363
• Retweet Metaplanet (Mar 27): Metaplanet's Bitcoin-per-share up 5,000% since adoption, Japan's best-performing public equity. 172K views https://x.com/BitcoinNews/status/2037439482278924600
• Retweet STRC Analysis Video (Mar 28): "What if a Bitcoin-backed asset paid 11.5% monthly… and got MORE stable after a crash?" 207K views https://x.com/kinetic_finance/status/2037661881347846624
• Retweet Book (Mar 29): "The Treasury of Michael Saylor" now on Audible. 106K views https://x.com/anilpatel/status/2037962447513149445
• 4.9M followers

📈 Fundstrat / Tom Lee

@fundstrat ✅ Visited

• 2026 Outlook (Mar 28): "2026 similar to 2025" — referencing own interview on The Compound. 105K views https://x.com/fundstrat/status/2037637618351886722
• CNBC Appearance Preview (Mar 24, Pinned): Closing Bell 3pm ET, discussing oil, gold, stocks, war. 90K views https://x.com/fundstrat/status/2036155238843896054
• Retweet ETH Analysis: Bitwise CIO Matt Hougan: "Ethereum is the leading play on stablecoins and tokenization"; Standard Chartered predicts $40,000 ETH by 2030 https://x.com/Etherealize_io/status/2038317497544294525
• 593.7K followers

⚡ Action Items Summary

Consolidated Across All Three Parts

🔴 Urgent

1. Iran Escalation + BTC Below $65K: World Uncertainty Index at all-time high, $190M liquidations. Monitor macro risk impact on mining revenue
2. BIP-110 Signaling Block Appeared: OCEAN pool mined BIP-110 signaling block (block 942,721), suspected Sybil attack deploying 2500 nodes supporting BIP-110. Heated community debate
3. SpiderPool Mined 6.3KB OP_RETURN Block: Block 942847 contains large payload, OP_RETURN controversy continues

🟡 Important

4. MARA $1B Convertible Notes Repurchase: 30% debt reduction, $88M value captured — new benchmark for miner balance sheet management
5. Strategy $42B ATM Program: New $21B STRC + $21B MSTR ATM, enterprise-scale Bitcoin buying expands further
6. SSV Transitioning to ETH-Denominated Payments: Affects all SSV operators and users, must monitor migration window
7. Mining Pool Centralization Discussion Heating Up: Foundry mined 6 consecutive blocks in two-block fork, raising decentralization concerns
8. Riot Social Media Silence: No tweets for nearly a month, monitor for undisclosed events
9. Hut 8 Executive Departure: Sue Ennis (5-year veteran) departed for AI/robotics, executive attrition signal

🟢 Positive

10. Bitdeer AI Cloud + NVIDIA OpenShell: Another milestone in miner-to-AI infrastructure transformation
11. CleanSpark "Mullet Mining" Model: AI + BTC co-located operation concept gaining industry recognition, 1.8GW power + 13,363 BTC holdings
12. Foundry Entering Zcash Mining Pool: Launching April 2026, institutional multi-chain mining expansion
13. Saylor STRC Data Impressive: 30-day volatility below all S&P 500 constituents, 11.5% dividend yield
14. Tom Lee 2026 Outlook Optimistic: "2026 similar to 2025", retweet bullish on ETH $40K by 2030
15. Lido stETH/LDO Trade Proposal: DAO using stETH to buy back LDO, if passed will reduce circulating supply

📋 Visit Status Checklist

All 10 accounts individually visited and information extracted, none skipped.