Daily Report Part 1/3 — Market + Core Projects + BTC 2026-03-31
📈 Market Analyst Views
@IncomeSharks
- Crude Oil & Stock Correlation: The 3 best buying opportunities in the past 20 years came when crude futures crashed hard; the 3 best selling signals came when oil surged. Oil peaking means more stock selling https://x.com/IncomeSharks/status/2038686003024797773
- Market Neutral View: "The market won't crash as hard as bears think, nor bounce as easily as bulls hope. The truth is usually between the two extremes" https://x.com/IncomeSharks/status/2038695694714986920
- DCA Strategy: Emphasizes long-term S&P 500 DCA rarely produces "horror stories," advises retail to put profits into index for preservation https://x.com/IncomeSharks/status/2038696383386189899
- Historical Pattern: Consecutive yearly declines are extremely rare, occurring only 3 times (Hoover/Bush/Nixon eras) https://x.com/IncomeSharks/status/2038712740865601737
@NoLimitGains
- S&P 500 Pullback: S&P currently down 8.5%, but midterm election year average drawdown is 16.1%. Historical data implies subsequent bounce https://x.com/NoLimitGains/status/2038600081138401398
- VCX Crash Warning: VCX dropped 80% in 3 days, NoLimit claimed to have foreseen it https://x.com/NoLimitGains/status/2038632793874280515
- Market Crashes as Liquidity Extraction: Referenced earlier post claiming "volatility is not market failure, it's a designed feature of liquidity extraction," saying things are accelerating https://x.com/NoLimitGains/status/2038696821652902010
🚗 Tesla $TSLA
@yxinsights
- $TSLA Bearish Technicals: Mar 24 post (pinned RT) noted TSLA support may have turned to resistance, next target potentially $340 https://x.com/yxinsights/status/2036432156713476111
- $AAPL View: Believes market is awakening to Apple's positioning as an AI application platform https://x.com/yxinsights/status/2038635439376982183
- Retweeted SpaceX IPO trading instrument discussions and Cestrian green charts
@DanBTC916 (Public Content Only)
- TSLA Could Form Generational Bottom in April 2026: Sees major Tesla catalysts and long-term technical confluences https://x.com/DanBTC916/status/2038614233139880282
- XY Strategy Holding Cash for Worst Case: Geopolitical uncertainty and broader market meltdown are main risks, continuing to add positions https://x.com/DanBTC916/status/2038614236604338318
- Wyckoff Distribution: Mar 27 public post detailed TSLA's Wyckoff distribution has played out, Mark Down phase nearing end, not ruling out liquidity grab below $350 https://x.com/DanBTC916/status/2037546570984611968
📋 Core Project Updates
Lido (@LidoFinance)
- Linea Yield Boost Live: Lido V3 tech powers Linea's Yield Boost — bridge ETH to Linea, portion staked on Ethereum mainnet via Lido, yields flow back to Linea LPs and DeFi protocols https://x.com/LidoFinance/status/2038644567902155259
- Aave V4 Launch: Lido announces Aave V4 integration, next-gen modular lending live https://x.com/LidoFinance/status/2038638289175904670
- Forum Highlights:
- GOOSE-2025 & EGGs-2025 Final Report (10h ago)
- Lido DAO Ops Multisigs Policy 3.0 (13h ago)
- stETH/LDO trade proposal (15h ago)
- Flow Traders applying for stVault Trusted Operator (18h ago)
- EIP-8205: Towards safe delegated staking deposits (22h ago)
- Security Bulletin: March 2026 Immunefi vulnerability disclosure (5 days ago, funds unaffected)
SSV Network (@ssv_network)
- Japanese Institutional Adoption: A Japanese publicly listed company using SSV DVT as part of ETH treasury strategy, partnering with BITPointJP, P2P Validator, DefShimomura https://x.com/ssv_network/status/2037177494130827267
- 100K+ SSV Burned in 2026: Under DIP-41, 50% unclaimed fees burned on rolling basis https://x.com/ssv_network/status/2037032324445917594
- Ethereum Economic Zone (EEZ) Support: Commented on rollup synchronous composability framework https://x.com/ssv_network/status/2038486547981353386
- 🔔 SSV Revenue Distribution Monitor: Latest distribution post by EridianAlpha on Mar 16, 2025 (2025-02 round). Major change: SSV transitioning to ETH-denominated payments (pending DAO approval). Once live, SSV deposits to extend cluster time will no longer be possible — only path is migration to ETH payments
- SSV Forum: Confirmed ETH fee migration as ongoing major item
Jito (@jito_sol)
- BAM Promotion: "let's make BAM universal for Solana" — BAM Builder Spotlight series episode 1 released https://x.com/jito_sol/status/2038760231673434611
- Hiring: Growth Lead: Special Project and Head of Institutional Strategy & Development positions open
- JitoSOL Promotion: Emphasizing staking + liquidity + DeFi composability
- Governance: Recently completed proposals include SIMD-0185 Feature Gate preparation upgrade (Parts 1&2), JIP-33 Jito x Coinbase partnership, JIP-34 liquidity and incentive budget
ether.fi (@ether_fi)
- Solana/Tron Stablecoin Deposits: Can now use Solana USDC and Tron USDT to fund EtherFi accounts, zero fees, 1:1 conversion https://x.com/ether_fi/status/2038680655052345678
- Aave V4 Integration: Aave V4 launches dedicated $eETH Spoke, supply $weETH for lending, leveraging restaking yields https://x.com/ether_fi/status/2038641267949666790
₿ BTC Tracking
@pwuille (Pieter Wuille)
- ✅Visited. Only 2 posts, no recent activity
@TheBlueMatt (Matt Corallo)
- Retweeted Bitcoin tax bill concerns: new draft retains double taxation on Bitcoin mining, only provides relief for staking https://x.com/BitcoinConner/status/2037581084322390041
- Retweeted discussion on Bitcoin governance ≠ company/democracy/federation
- Retweeted Miles (Strike) on open payment networks
- Personal post: shared Techdirt analysis on Meta product design case (Mar 27)
@adam3us (Adam Back)
- Retweeted BTC 4-year cycle chart: BTC recent low (2/06) at channel bottom and 200-week SMA confluence at ~$60,000 https://x.com/macrocrunch/status/2038647508730286183
- Bitcoin "spam" debate: Retweeted discussion on segwit discount justification (UTXO consolidation incentive + Lightning/L2 benefits) and Andrew Poelstra on spam fundamentals
- Discussed storing things on Bitcoin costing 10,000x more than Dropbox
@bitcoinoptech
- Newsletter #398 (Mar 27): Includes Bitcoin Stack Exchange Q&A picks, Bitcoin Core 28.4, Core Lightning 26.04rc1 https://x.com/bitcoinoptech/status/2037470754627809503
- Podcast discussed #397: Cake Wallet Lightning support, Sparrow 2.4.0/2.4.2 releases
@LukeDashjr
- Reiterated anti-big-blocks stance (Mar 28)
- Retweeted Foundry two-block fork/reorg discussion (Foundry mined 6 consecutive blocks), commented "determined by mining pool centralization" https://x.com/LukeDashjr/status/2036170498606784565
- Retweeted ironic comment about "crypto startup executing massive L1 spam attack but Core devs stay silent"
@peterktodd
- Retweeted Casey (Ordinals creator @rodarmor) spam definition discussion: "spam is something A sends to B that B doesn't want. If A wants to send it, B wants to receive it, but C doesn't want it to exist — that's not spam" https://x.com/rodarmor/status/2038696407432106450
- Remaining posts are non-Bitcoin technical content
Bitcoin Core Releases
- Latest: v29.3 (Feb 11, 2026), v30.2 (Jan 13), v30.1 (Jan 2)
- No recent new releases
Bitcoin BIPs
- No significant BIP 110 discussion updates found in past 48h
⚙️ Solana SIMD Governance
Merged PRs (Recently Active)
- #502: by lidatong, merged Mar 24 (past week)
- #490: by 2501babe, merged Mar 14 (2 weeks ago), 15 comments
- #418: by febo, merged Mar 5
- #494: by buffalojoec, merged Mar 18
- #478, #476, #477: all by buffalojoec, merged Mar 18
- #470: by buffalojoec, merged Mar 14
- #266: by febo, merged Mar 13 (37 comments)
- #391: by grod220, merged Mar 11 (47 comments)
Open PRs
- 24 open PRs, 8 issues
📋 Access Status Checklist
| # | Account/Source | 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 (IMP) | ✅Visited |
| 17 | gov.jito.network | ✅Visited |
| 18 | Bitcoin Core releases | ✅Visited |
| 19 | Solana SIMD (merged) | ✅Visited |
| 20 | forum.ssv.network (main) | ⚠️ Covered indirectly via IMP post |
| 21 | bitcoin/bips | ⚠️ No significant recent BIP 110 updates found |
| 22 | Solana SIMD (open) | ⚠️ Covered via merged page (24 open PRs) |
Daily Report Part 2/3 — Competitors + Sentiment 2026-03-31
🏁 f2pool Competitors
1. @AntPoolofficial ✅Visited
- Latest Original Post (Mar 10): Announced the 20 millionth BTC has been mined, supply at 95.2%, only 1 million BTC remaining — Tweet
- Retweet (Feb 15): RT'd OP_CAT Layer mainnet launch — Original
- Product Update (Feb 11): Flash Swap upgrade, added LTC/DOGE→BTC and BTC→USDT auto-swap pairs — Tweet
- Pinned (Jan 20): SOC 1 Type II & SOC 2 Type II certification — Tweet
- Key Event: Involved in Mar 24 two-block reorg (Foundry vs AntPool+ViaBTC), documented by @0xB10C
2. @ViaBTC ✅Visited
- Latest Posts (2h ago, ~7:37 SGT): Three consecutive posts about Kaspa (KAS), discussing KAS ecosystem upgrades and mining trends — Tweet1 Tweet2 Tweet3
- Price Board (12h ago): BTC $67,508 / LTC $53.93 / BCH $454.44 / KAS $0.03312 / ZEC $226.59 — Tweet
- Pinned (Mar 21): Vegas Bitcoin Conference side event recruiting on-site support (Apr 27, The Venetian) — Tweet
- Posting Frequency: Very active, multiple posts daily
3. @SpiderPool_com ✅Visited
- Latest Post (Mar 13): Seven (co-founder) to speak at Moscow Blockchain Forum 2026 (Apr 14-15) — Tweet
- Pinned (Jun 25, 2025): SOC 2 Type I certification — Tweet
- Historical: BTC-collateralized zero-interest loan product (LTV 70%) — Tweet
- ⚠️ OP_RETURN Connection: @CunyRenaud reported SpiderPool mined a 6.3KB OP_RETURN payload in block 942847
- Posting Frequency: Low, last original post ~18 days ago
4. @FoundryServices ✅Visited
- 🔴 Important (Mar 19): $ZEC hashrate hit all-time high, announced Foundry Zcash pool coming soon — Tweet (54K views, 494 likes)
- 🔴 Major Announcement (Mar 11): Officially announced Foundry Zcash Mining Pool launching April 2026, positioned as compliance-focused, institutional-grade — Tweet (231K views, 650 likes, BusinessWire press release)
- Key Event: Foundry mined 6 consecutive blocks on Mar 24 causing two-block reorg, @wk057 and @LukeDashjr discussed mining centralization concerns
- Posting Frequency: Low but high-impact
🏁 stakefish Competitors
5. @Kiln_finance ✅Visited
- 🔴 Important (15h ago): Announced closing Kusama (KSM) and Polkadot (DOT) validator nodes by end of April, focusing on protocols where clients are more active — Tweet
- Pinned (Mar 18): Building on-chain asset management infrastructure for CoinShares via Railnet — Tweet
- EthCC (Mar 29): Speaking at EthCC 9 (Cannes) on "The Future of On-Chain Asset Management" — Tweet
- RWA Innovation (Mar 26): Stock Vaults concept — borrow stablecoins against pledged stocks, deploy yield strategies — Tweet
- Data: $18B+ assets under delegation, across 30+ networks
6. @Figment_io ✅Visited
- Latest (Mar 26): Attending Tokyo WEB3/AI & Teamz Summit — Tweet
- Brazil Event (Mar 23): Digital Asset Sidebar Brasil recap — Tweet
- SEC News (Mar 20): SEC commented on protocol staking this week, Figment published analysis — Tweet
- New Partnership (Mar 19): Supporting Tempo mainnet for compliant, secure stablecoin infrastructure — Tweet
- EthCC (Mar 20): Attending EthCC in Cannes — Tweet
- Posting Frequency: Active, multiple posts per week
7. @P2Pvalidator (P2P.org) ✅Visited
- EthCC Active (13h ago): Co-hosted private dinner with AMINA Bank and Fireblocks — Tweet
- EthCC The Circle (13h ago): Private dinner "The Circle" in Cannes — Tweet
- Art Show (19h ago): Co-hosted [not crypto] ART Show with 1inch — Tweet
- Pinned (Mar 18): Released Syncro Sender — Solana transaction landing optimization tool — Tweet
- Data: $10B+ secured, 50+ networks, 0 slashing
8. @everstake_pool ✅Visited
- BTC Institutional (9h ago): 5-tweet thread analyzing corporate BTC purchases plunging 99%, Strategy alone holds ~76% of corporate BTC reserves — Tweet
- ETH Supply (10h ago): Citing Cointelegraph, ~38M ETH staked (~33% of supply), liquidity declining — Tweet
- Ethereum EIP-8141 (12h ago): Ethereum developers agreed to consider EIP-8141 (Frame Transaction) in Hegota upgrade — Tweet
- Security Pinned (Mar 26): SOC2, ISO27001, GDPR certified — Tweet
- Data: 130+ networks, 1.6M+ users
- Posting Frequency: Very high, multiple quality posts daily
🔴 f2pool & stakefish Sentiment
⚠️ web_search unavailable, X platform search only
f2pool Sentiment
- 🟡 Wang Chun Apartment Sale (trending now): Wu Blockchain and others reported — F2Pool co-founder Wang Chun bought a Pattaya, Thailand apartment in 2015 for 2,900 BTC, sold yesterday for 7 BTC (99.7% loss in BTC terms). Created the Zcash pool in that apartment. — Wu Blockchain Tweet
- 🟡 9,000 ETH Major Move (Mar 30): Wang Chun withdrew 9,000 ETH (~$17.86M) from Binance to Aave for yield strategy, total holdings $158M ETH — Tweet
- 🟢 NAT Discussion: Users asking if F2Pool and ViaBTC have interacted with NAT, community watching pool attitudes toward new protocols — Tweet
- Not Found: f2pool lawsuit / hack / scam / down related negative info
stakefish Sentiment
- 🟢 SOL Strategies Mention: stakefish listed as one of SOL Strategies' validator nodes — Tweet
- Not Found: stakefish SEC / hack / down / scam related negative info
Sentiment Summary: 🟢 No major negative events. f2pool attention focused on Wang Chun's personal asset moves (apartment sale + ETH strategy), neutral to positive topic (demonstrates long-term conviction).
🚨 OP_RETURN / Spam Monitoring
9. @CunyRenaud ✅Visited
- 🔴 BIP-110 Signal Block (16h ago): Block 942,906 signaled for BIP-110, miner: OCEAN (234 Alberta) — Tweet (9K views, 270 likes, 68 RTs)
- 🟡 Large OP_RETURN Alert (Mar 30): Block 942847 had 6.3KB payload, miner: SpiderPool — Tweet
- BIP-110 Signal (Mar 29): Block 942,721 also signaled by OCEAN — Tweet (17K views, 365 likes)
- RT'd BIP-110 Explainer Video: From @elkrun21 — Tweet
- Pinned: Tracking BIP-110 activation (expected before September 2026), inscriptions consuming 37% of block space
10. @LukeDashjr ✅Visited
- Anti-Big-Blocks (Mar 28): Shared "why blocks shouldn't get bigger" talk video — Tweet (14K views, 229 likes)
- Two-Block Reorg Comment (Mar 24): Called Foundry vs AntPool+ViaBTC reorg a manifestation of "mining centralization" — Tweet (14K views)
- RT (Mar 25): Jason Hughes (@wk057) analyzing Foundry reorg details — Tweet
- RT (Mar 25): "Crypto startup executes massive spam attack, Core silent; Bitcoiners announce new implementation, Core furious" — Tweet
11. @peterktodd ✅Visited
- Spam Definition Debate (6h ago): RT'd Casey Rodarmor (@rodarmor): "Spam is something A sends to B that B doesn't want. Not something A sends to B that both want but C doesn't want it to exist." — Tweet (19K views, 664 likes, 145 RTs — high engagement)
- No recent OP_RETURN original content, mainly active on political topics
12. @GrassFedBitcoin (Mechanic #BIP-110) ✅Visited
- OCEAN Mining Chief Boiling Officer, strong BIP-110 advocate
- Spam Data (11h ago): RT'd CunyRenaud — past 7 days ~60% of transactions are spam — Tweet
- BIP-110 (16h ago): RT'd BIP-110 signal block — Tweet
- Bitcoin Core Criticism (21h ago): "How to destroy an open source project" — criticized Core's management approach — Tweet (5.8K views, 387 likes)
- Meme War (8h ago): RT'd anti-spam debate meme — Tweet
OP_RETURN/Spam Heat Summary
🟡 Moderate intensity, steadily rising:
- BIP-110 signal block frequency increasing (OCEAN consecutive signals)
- Spam proportion data alarming: ~60% of transactions in past 7 days are spam/inscriptions
- SpiderPool mined large OP_RETURN payload (6.3KB), needs monitoring
- Casey Rodarmor (Ordinals creator) spam definition tweet sparked major discussion
- Two-block reorg (Foundry vs AntPool+ViaBTC) raised mining centralization concerns
- BIP-110 community momentum continuing to build, target September 2026 activation
📋 Access 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 |
All 12 accounts actually visited and snapshotted. ⚠️ web_search unavailable (missing Brave API key), sentiment search X platform only.
Daily Report Part 3/3 — Key Companies 2026-03-31
🏢 Mining Public Companies
Bitdeer (BTDR) ✅Visited
- 🔴 Norway AI Data Center (1h ago): Tydal Data Center appointed DCI (Data Center Installations AS, Sparc Group subsidiary) to develop Norway's largest AI data center, 180MW gross capacity, primarily for Nvidia Vera Rubin AI technology co-location, expected December 2026 completion — Tweet
- 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 (as of Mar 27) — Tweet
- AI Cloud + NVIDIA (Mar 25): Bitdeer AI Cloud supporting NVIDIA OpenShell (open source autonomous agent runtime) + GB200 NVL72 systems, GTC recap — Tweet
- Sealminer A2 Orders (Mar 24): Uminers ordered 4,000 Sealminer A2 units, calling Bitdeer "no longer just a challenger, they are a leader" — Tweet
- NVIDIA GTC Recap (Mar 22): AI builders need more power, Bitdeer ready to deliver — Tweet
Marathon (MARA) ✅Visited
- 🔴 $1B Convertible Note Repurchase (Mar 26, Pinned): Repurchased ~$1B in 0.00% convertible senior 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 — Tweet (192 replies, 175 RTs, 667 likes, 362K views)
- FII PRIORITY Miami (Mar 28): CEO Fred Thiel stated the defining advantage in the AI era is "mastery over energy at scale" — securing, owning, and transforming power into dependable compute infrastructure is the decisive competitive edge — Tweet
- Strategic Direction: Strengthening balance sheet and increasing optionality, scaling into digital energy and AI/HPC — Tweet
- Note: @MARAHoldings has migrated to @MARA
Riot (RIOT) ✅Visited
- FY2025 Results (Mar 3): Record $647.4M total revenue, 5,686 BTC mined — Tweet
- AMD Data Center Lease (Jan 21): Signed data center lease with AMD, initial 25MW deployment (Jan-May 2026 phased), expandable to 200MW — Tweet
- ⚠️ Social Silence: Last original post Mar 3 (nearly a month ago), very low posting frequency
CleanSpark (CLSK) ✅Visited
- Bio Data: 1.8 GW power under contract | 13,363 BTC holdings (100% self-mined)
- "Mullet Mining" Strategy (Mar 19): Hashrate Index article recommends AI + BTC co-siting over full pivot — Tweet
- BTC Stack Yield (Mar 15): ~$13.2M revenue last quarter from BTC asset management (leveraging volatility) — Tweet
- CEO Story (Mar 18): Marketopolis interview with CEO Matt Schultz, recalling early days when his wife offered her wedding ring to make payroll — Tweet
- Valuation View (Mar 16): Analysts see CLSK as "structurally different" — 1,809 MW scarce power, zero ATM dilution, $2B+ liquidity — Tweet
- ⚠️ Social Silence: Recent content mainly retweets, no original posts
Hut 8 (HUT) ✅Visited
- FY2025 Highlights (Feb 25, Pinned): Power-first, innovation-driven strategy delivered at scale in 2025 — Tweet
- River Bend: 15-year AI infrastructure lease valued at $7.0B
- Vega: next-generation data center architecture commercialized
- Publicly traded Bitcoin vehicle launched
- Personnel Change (Mar 16): SVP Sue Ennis departed for President role in AI/robotics, CEO Asher Genoot thanked her — Tweet
- ⚠️ Social Silence: Last original post Feb 26 (over a month ago)
Core Scientific (CORZ) ✅Visited
- AI Factory Build Progress (Mar 27): Posted 8-image thread showcasing "fastest AI factory build in the country" construction progress — Tweet
- F1 Sponsorship (Mar 27): RT'd Cadillac Formula 1 Team content, Core Scientific as team sponsor/partner — Tweet
- Positioning: High-density data centers purpose-built for the most demanding workloads
Bitmain ✅Visited
- ANTRACK Heating Solution (Mar 27): ANTRACK + Bitcoin Miner combo, mine BTC while heating — Tweet
- Scrypt Miners on Sale (Mar 23):
- North America Hashrate Ambassador (Mar 5): Appointed Bitmars as official North America Hashrate Ambassador — Tweet
- Paraguay Hydro Farm Showcase (Feb 13): 300MW capacity, 40K+ S21 series miners, 236x ANTSPACE HW5 hydro-cooling systems — Tweet
💼 Strategy / Saylor
Strategy (@Strategy) ✅Visited
- 🔴 $42B ATM Program (Mar 23): Announced new $21B STRC ATM + $21B MSTR ATM programs (total $42B) — Tweet (104 replies, 395 RTs, 2417 likes, 576K views)
- $STRC Promotion (Mar 27): "Everyone Likes Money" — Tweet
- Bitcoin Hub (Mar 25): Opened free Bitcoin coworking space at Tysons Corner HQ for individuals, startups, and Bitcoin companies — Tweet
- Institutional Adoption (Mar 24): Anchorage Digital added $STRC to balance sheet, reinforcing Bitcoin conviction — Tweet
Michael Saylor (@saylor) ✅Visited
- $STRC Promotion (9h ago): "You weren't meant to live an uncomfortable life." — 2.1M views — Tweet
- "Elon Groks Bitcoin" (13h ago): Grok-generated video, 482K views, 12K likes — Tweet
- Strive ETF (13h ago): RT'd Matt Cole — Strive filed T-Strive Digital Credit ETF registration with SEC — Tweet
- Bitcoin For Corporations Ep 32 (11h ago): Strive's evolution from solving retirement crisis to Bitcoin treasury powerhouse, 13% yields — Tweet
📈 Fundstrat / Tom Lee
Tom Lee (@fundstrat) ✅Visited
- CNBC Appearance (6h ago): Appearing on CNBC Closing Bell 3:35pm ET discussing markets as "the war moves into its 5th week" — Tweet
- CNBC Appearance (Mar 24, Pinned): With Scott Wapner discussing oil, gold, stocks, war — Tweet (94K views)
- $GRNY ETF Promotion (12h ago): Fundstrat Granny Shots US Large Cap ETF now available on UBS / LPL / Morgan Stanley / Schwab and other major advisor platforms — Tweet
- Identity: CIO Fundstrat Capital | Chairman BitMine ($BMNR)
⚡ Action Items Summary
Consolidated Across All Three Parts
🔴 Urgent / Needs Attention
- MARA $1B Convertible Note Repurchase — Benchmark move in miner capital structure optimization, 362K views high engagement, 30% convertible debt reduction. Compare with Bitdeer: BTDR holds 0 BTC, full-sell strategy contrasts with MARA
- Strategy $42B ATM Program — $21B STRC + $21B MSTR, unprecedented fundraising scale. Saylor pushing $STRC hard, Anchorage Digital joined
- BIP-110 Signal Blocks Continue — OCEAN pool consecutively signaling in blocks 942,721 and 942,906, inscriptions consuming 37% of block space, possible activation by September 2026
- Tom Lee CNBC "War Entering 5th Week" — Geopolitics continues to impact markets, watch his BTC and mining stock views
🟡 Important / Worth Tracking
- Miner AI Transformation Race Accelerating:
- Bitdeer: 180MW Norway AI DC (Vera Rubin)
- MARA: Digital Energy + AI/HPC expansion
- Riot: AMD lease 25→200MW
- Hut 8: River Bend $7B AI lease
- Core Scientific: "Fastest AI factory build"
- CleanSpark: "Mullet Mining" AI+BTC co-siting strategy
- Foundry ZEC Pool Launching April 2026 — Compliance-focused, institutional-grade positioning, expanding non-BTC pool presence
- Kiln Closing KSM/DOT Validator Nodes (End of April) — Validator industry focusing on active protocols, edge chains abandoned
- Strive T-Strive Digital Credit ETF — SEC registration filed, Saylor endorsed
- SpiderPool 6.3KB OP_RETURN Payload — Monitor pool attitudes toward spam
- f2pool Wang Chun Personal Moves — Apartment sale (2900→7 BTC) + 9000 ETH Aave strategy, high community attention
- ETH Supply ~33% Staked — Liquidity declining, EIP-8141 (Frame Transaction) entering Hegota upgrade consideration
🟢 Positive Signals
- Bitdeer Sealminer A2 Gets 4,000 Unit Order — Self-developed miner gaining market acceptance
- Lido V3 + Aave V4 Integration — DeFi infrastructure upgrade, Linea Yield Boost live
- SSV Burned 100K+ SSV in 2026 — Deflationary mechanism active
- Jito BAM Promotion — Solana MEV infrastructure standardization
- ether.fi Multi-Chain Deposits — Solana USDC + Tron USDT, zero fees
- BTC 4-Year Cycle Analysis — Adam Back RT shows recent low ~$60,000 at channel bottom and 200-week SMA confluence
- f2pool/stakefish Sentiment Clean — No major negative events
📋 Access Status Checklist
| # | Account | Status |
|---|---|---|
| 1 | @BitdeerOfficial | ✅Visited |
| 2 | @MARAHoldings → @MARA | ✅Visited (migrated to @MARA) |
| 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 |