Daily Report Part 1/3 — Market + Core Projects + BTC 2026-04-01

📈 Market Analyst Views

@IncomeSharks

• Macro Concerns: Rising unemployment + parabolic national debt, outside the scope of Iran peace deal. Economic data had been improving, but market is now pricing in hardship rather than resilience https://x.com/IncomeSharks/status/2039098616565113118
• $XLE 15-Week Win Streak May End: 3 trading days left https://x.com/IncomeSharks/status/2039060202289525184
• Market Manipulation Pattern Prediction: Bounce to trap longs → continue dropping → force longs to cut losses, shorts to open at bottom → then back to ATH by 2027 https://x.com/IncomeSharks/status/2039057333268127745
• Beginner Advice: 50% into S&P 500, 50% trading; profits back to S&P https://x.com/IncomeSharks/status/2039075765468467468

@NoLimitGains

• 🚨 Iran FM Speaks: "Trust level is zero" regarding peace talks with US https://x.com/NoLimitGains/status/2039079907741905131
• Iran Old News Reminder: News about Iran "ready to end war with US" was actually from yesterday https://x.com/NoLimitGains/status/2039043126958964780
• 🚨 IRGC Threatens 18 US Companies: Including Boeing, Meta, Tesla, Oracle, Palantir, IBM, Apple, JP Morgan, Dell, Nvidia, Intel, Microsoft, GE, Cisco etc. Deadline: April 1 https://x.com/NoLimitGains/status/2039009518785351880

🚗 Tesla $TSLA

@yxinsights (Yimin X)

• ML Signals Mar 31: SPY neutral/hold, oil's recent strength dragging signals (paid content, title visible) https://x.com/yxinsights/status/2038866993755861229
• $TSLA Support Turned Resistance: $340 may be next target. Tough trading environment (Mar 24 repost) https://x.com/yxinsights/status/2036432156713476111
• $AAPL Insight: Apple's core interest is becoming the AI application layer carrier (Mar 30) https://x.com/yxinsights/status/2038635439376982183

@DanBTC916 (Dan)

• $TSLA Physical AI Asymmetric Upside: 2026 is the last accumulation opportunity before AI revaluation and recovery https://x.com/DanBTC916/status/2038999204421415253
• Tesla Robotaxi Geofence Expansion: First expansion to downtown Austin (north bank of river) https://x.com/SawyerMerritt/status/2038994785319489808 (Dan repost)
• Multiple paid posts about $TSLA frustration and positions

📋 Core Project Updates

Lido (@LidoFinance)

• Lido Day 🇫🇷 event announced, held in France https://x.com/LidoFinance/status/2038888860411724048
• Linea Yield Boost Live: Lido V3 powering ETH staking yields on Linea https://x.com/LidoFinance/status/2038644567902155259
• EarnETH & EarnUSD Vaults live at stake.lido.fi/earn (Pinned, Mar 12)

Lido Forum Hot Topics:

• Oracle set expansion proposal (9h active)
• stETH/LDO trade leveraging market opportunities (12h)
• 🔒 Security notice: Immunefi batch vulnerability disclosure March 2026 (funds unaffected) (12h)
• Lido V3 design and implementation proposal (15h active)
• stVaults Committee proposal (15h)
• Flow Traders as stVault professional trusted operator (1d)
• GOOSE-2025 & EGGs-2025 final reports (1d)
• Lido DAO Ops Multisigs Policy 3.0 (1d)

SSV Network (@ssv_network)

• Ethereum Economic Zone (EEZ) supporting synchronous composable rollups framework https://x.com/ssv_network/status/2038486547981353386
• 100K+ SSV Burned in 2026 (DIP-41: 50% unclaimed fees rolling burn) https://x.com/ssv_network/status/2037032324445917594
• Japanese Listed Company Using SSV DVT as ETH treasury strategy (with BITPointJP, P2Pvalidator) (Pinned)

SSV Forum Hot Topics:

• ⚠️ ETH-Denominated Payment Transition: SSV is transitioning from SSV token to ETH-denominated payments. Must immediately deposit sufficient SSV to ensure clusters run until migration completes
• DIP-54: Public operator soft fee floor and OC policy authorization (11h)
• DIP-56: Anchor Client ongoing development and maintenance 2026-2027 (1d)
• DIP-55: Core protocol contract ENS name addition (4d)

🔔 SSV Revenue Distribution Monitor: Last distribution post was Mar 16, 2025 (EridianAlpha), no new distribution updates since

Jito (@jito_sol)

• "All assets on Solana" teaser https://x.com/jito_sol/status/2039053616535757254
• Q2 New Products: New monetization methods at infrastructure layer, not tokens but products https://x.com/jito_sol/status/2039010294370894316
• BAM universal for Solana progressing https://x.com/jito_sol/status/2038760231673434611
• BAM Builder Spotlight #1: Ergonia (one of Solana's most active prop trading firms)
• Hiring Growth Lead: Special Project

Jito Governance (gov.jito.network):

• SIMD-0185 Feature Gate Upgrade Part 1&2: Completed (~1 month ago)
• JIP-33: Jito X Coinbase Partnership: Completed
• JIP-34: Liquidity and Incentive Budget: Completed
• Treasury: ~209M JTO ($58M), ~51K JitoSOL ($5.3M)

ether.fi (@ether_fi)

• weETH Enters Reserve Protocol ETH+: First liquid restaking token in the basket, 22% allocation, 2.61% yield https://x.com/ether_fi/status/2039042767578394648
• Solana/Tron Stablecoin Deposit: USDC (Solana) and USDT (Tron) can be deposited 1:1 into EtherFi account with zero fees (Pinned) https://x.com/ether_fi/status/2038680655052345678

₿ BTC Tracking

@pwuille (Pieter Wuille)

• Only 2 posts visible, no new public content in past 48h

@TheBlueMatt (Matt Corallo)

• SHRIMPS Post-Quantum Signatures: Blockstream Research published 2.5 KB hash signature scheme, supporting multi-device, 3x smaller than SLH-DSA (repost) https://x.com/Blockstream/status/2038718335790264422
• Open Payment Network: Repost about deprioritizing proprietary payment rails, promoting global open-source payment networks
• Bitcoin Tax Bill: Mining double taxation unresolved, only staking received relief (repost @BitcoinConner, Mar 28)
• Bitcoin Governance Debate: "Bitcoin is not a company, not a democracy, not a federation, not governable" (repost, Mar 28)

@adam3us (Adam Back)

• SHRIMPS & Bitcoin Quantum-Ready > Quantum FUD https://x.com/adam3us/status/2039112928603816059
• Multiple posts and reposts about SHRIMPS PQ signatures (2-4h ago)
• Liquid/Simplicity: Repost of nifty's Liquid features introduction (11h ago)

@bitcoinoptech (Bitcoin Optech)

• Newsletter #398 Podcast: Splicing spec merged, Bitcoin Core 28.4, Core Lightning 26.04rc1 https://x.com/bitcoinoptech/status/2039056497070522820
• Stack Exchange Q&A: Whether P2TR-MS multisig leaks public keys, OP_CHECKSIGFROMSTACK etc.

@LukeDashjr (Luke Dashjr)

• Big Block Debate: Shared video opposing big blocks (Mar 28)
• Two-Block Fork/Reorg: Rare event between Foundry vs AntPool+ViaBTC (repost, Mar 25)

@peterktodd (Peter Todd)

• Blockchain Jungle Podcast appearance (repost, 20h ago)
• "Spam" Definition Debate: Reposted Casey Rodarmor's response to Adam Back on BTC transactions (Mar 31)

Bitcoin Core Releases (GitHub):

• Latest: v29.3 (Feb 11, 2026), v30.2 (Jan 13, 2026)
• No new releases

BIP 110 Discussion (GitHub):

• BIPs repository operational, BIP 3 (Updated BIP Process) deployed
• No notable recent BIP 110 activity found

⚙️ Solana SIMD Governance

Recently Merged PRs:

• PR #502 merged Mar 24 (by lidatong)
• PR #490 merged Mar 14 (by 2501babe, 15 comments)
• PR #418 merged Mar 5 (by febo, 42 comments)
• PR #494, #478, #476, #477 all merged by buffalojoec on Mar 18
• PR #491 merged Mar 16 (by 2501babe)
• Total: 198 merged PRs, 25 Open PRs

Open PRs: 25 pending review

📋 Visit Status Checklist

Daily Report Part 2/3 — Competitors + Sentiment 2026-04-01

🏁 f2pool Competitors

1. @AntPoolofficial

• Latest Post (Mar 10): Celebrating the 20,000,000th BTC mined, reaching 95.2% of total supply, only 1 million BTC left to mine https://x.com/AntPoolofficial/status/2031040874264854633
• Pinned: Announced SOC 1 Type II and SOC 2 Type II certifications https://x.com/AntPoolofficial/status/2013507057068937572
• Repost: OP_CAT Layer mainnet launch (Feb 15)
• Product: Flash Swap upgrade, added LTC/DOGE→BTC, BTC→USDT auto-conversion
• Activity: Low (latest original post 3 weeks ago)

2. @ViaBTC

• Latest Post (19 min ago): BTC mining update — next difficulty adjustment in ~2 days, expected +3.73%, hashrate recovering, fees ~1-3 sat/vB https://x.com/ViaBTC/status/2039151183038685650
• Follow-up (17 min ago): Discussing +3-4% difficulty increase impact on miner margins https://x.com/ViaBTC/status/2039151599730209224
• Pinned: Hiring Vegas Bitcoin Conference event support (Apr 27, The Venetian) https://x.com/ViaBTC/status/2035274960504332496
• Activity: Very high (multiple posts per day)

3. @SpiderPool_com

• Latest Post (Mar 13): Co-founder Seven to speak at Moscow Blockchain Forum 2026 (Apr 14-15) https://x.com/SpiderPool_com/status/2032297093822665162
• Pinned: Obtained SOC 2 Type I certification (Jun 25, 2025) https://x.com/SpiderPool_com/status/1937662888459796878
• Product: BTC collateral zero-interest lending (LTV 70%)
• Activity: Low (long intervals between posts)
• ⚠️ Note: CunyRenaud reported a 6.3KB OP_RETURN payload found in SpiderPool-mined block (see OP_RETURN section)

4. @FoundryServices

• Latest Post (Mar 19): $ZEC hashrate hits all-time high, Foundry ZEC pool coming soon https://x.com/FoundryServices/status/2034331540579029493
• Major Announcement (Mar 11): Institutional-grade Zcash mining pool launching April 2026 (via BusinessWire), 231K+ views https://x.com/FoundryServices/status/2031721467700793749
• Activity: Medium (2-3 posts/month, but high quality and engagement)
• ⚠️ Note: Luke Dashjr reposted the 2-block fork/reorg between Foundry and AntPool+ViaBTC (Mar 24-25)

🏁 stakefish Competitors

5. @Kiln_finance

• Latest Post (14h ago): Railnet launches BTC yield strategy (Monarq managed, FalconX backed, target 6% APY) https://x.com/Kiln_finance/status/2038941194009362617
• Major Announcement (Mar 30): Shutting down Kusama (KSM) and Polkadot (DOT) validators by end of April https://x.com/Kiln_finance/status/2038556851147805119
• Pinned (Mar 18): CoinShares onboards Railnet, first regulated asset manager deploying multi-source yield strategies https://x.com/Kiln_finance/status/2034206441066700822
• Activity: High
• Bio: $18B+ assets delegated, 30+ networks

6. @Figment_io

• Latest Post (7h ago): About DoubleZero network infrastructure solving blockchain consensus latency https://x.com/Figment_io/status/2039042148746567921
• Regulatory Update (Mar 20): SEC statement on protocol staking, Figment calls it progress https://x.com/Figment_io/status/2034973986862367062
• Events: Heading to Tokyo WEB3/AI & Teamz Summit, Cannes EthCC
• Activity: High
• Bio: 1000+ institutional clients

7. @P2Pvalidator (P2P.org)

• Latest Post (10h ago): Hosting The Table private event at NYC Chelsea Hotel during Blockworks DAS https://x.com/P2Pvalidator/status/2038993885624410569
• Product Update (15h ago): TON staking via Ledger wallet vesting contracts now supported https://x.com/P2Pvalidator/status/2038917103395455356
• Fee Adjustment (15h ago): Kusama fees raised to 30%, Starknet fees also increased https://x.com/P2Pvalidator/status/2038915922501439575
• Pinned: Syncro Sender — Solana transaction landing tool https://x.com/P2Pvalidator/status/2034266672769683903
• Activity: Very high
• Bio: $10B+ secured, 0 slashing

8. @everstake_pool

• Latest Post (9h ago): Ethereum stablecoin dominance analysis — 52% of stablecoins on ETH, 71% excluding Tron https://x.com/everstake_pool/status/2039016872797221152
• Pinned (Mar 26): Security architecture introduction — SOC2, ISO27001, GDPR certified https://x.com/everstake_pool/status/2037172319341236321
• Repost: Pye CLI V2 — Solana validator configurable reward sharing (SIMD-228)
• Activity: High
• Bio: 1.6M+ users, 130+ networks

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

🟢 Positive/Neutral — No Negative Events

Key news: f2pool co-founder Chun Wang (@satofishi) shared personal story — bought Pattaya apartment in 2015 for 2,900 BTC, sold yesterday for 7 BTC. Widely reported as a classic BTC opportunity cost case study.

• Source: Chun Wang original post https://x.com/satofishi/status/2038763301996572790 (Mar 31)
• Cointelegraph report: https://x.com/CryptoBro_4alls/status/2039119801025438142
• ZoneCrypto report: https://x.com/ZoneCrypto/status/2039096728234983880

No f2pool lawsuit / f2pool hack / f2pool scam / switch from f2pool negative content found.

stakefish Sentiment

🟢 Positive/Neutral — No Negative Events

Key activity:

• stakefish confirmed Lido Oracle address rotation (10h ago) https://x.com/stakefish/status/2039002979123036249
• Listed in SOL Strategies' Solana validator roster https://x.com/solstrategies/status/2038643037295821081

No stakefish SEC / stakefish down / stakefish scam negative content found.

⚠️ web_search unavailable (Brave API key not configured), based on X platform search only

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (Renaud Cuny)

• 🚨 OP_RETURN ALERT (Mar 30): 6.3KB OP_RETURN payload, miner: SpiderPool, block 942847 https://x.com/CunyRenaud/status/2038356537257673127
• 🎉 BIP-110 Signal (Mar 30): Block 942,906 signals BIP-110, miner: OCEAN (234 Alberta) https://x.com/CunyRenaud/status/2038537122064322804
• Analysis (11h ago): Bitcoin antifragility discussion — "antifragility describes outcomes, not mechanisms" https://x.com/CunyRenaud/status/2038987966479999148
• Repost: @oomahq mining at 4444 Th/s and helping Bitcoin whales run DATUM gateway

10. @LukeDashjr (Luke Dashjr)

• Repost (Mar 25): Jason Hughes analyzing Foundry vs AntPool+ViaBTC 2-block fork/reorg — Foundry mined 6 consecutive blocks, Hughes' node never directly saw Foundry's blocks 941881/941882 https://x.com/wk057/status/2036674054971703361
• Post (Mar 28): Shared anti-big-block speech video, criticizing "bad actors' gaslighting" https://x.com/LukeDashjr/status/2037887757658325266
• No recent direct OP_RETURN posts

11. @peterktodd (Peter Todd)

• Repost (Mar 31): Casey Rodarmor (@rodarmor) important debate on spam definition — "spam is something sent from A to B that B doesn't want to receive" vs what third parties don't want — 213 RT, 890 likes https://x.com/rodarmor/status/2038696407432106450
• Repost (20h ago): Blockchain Jungle podcast interview https://x.com/JuanCGuerreroE/status/2038839480262463866
• No recent direct OP_RETURN technical posts

12. @GrassFedBitcoin (Mechanic #BIP-110)

• Repost (Mar 30): CunyRenaud data — approximately 60% of transactions in past 7 days are "junk" transactions https://x.com/CunyRenaud/status/2038615536653783529
• Repost (Mar 30): BIP-110 signal block (mined by OCEAN)
• Post (Mar 30): "How to ruin an open source project" — criticizing Bitcoin Core governance https://x.com/GrassFedBitcoin/status/2038475289072976132

OP_RETURN Summary

• BIP-110 Progress: OCEAN pool signaled BIP-110 in block 942,906, targeting September 2026 activation
• SpiderPool Note: 6.3KB large OP_RETURN payload found in SpiderPool-mined block
• Spam Data: ~60% of transactions in past 7 days considered non-standard/junk
• Casey Rodarmor (Ordinals creator) redefining spam sparked wide discussion
• Two-Block Fork: Foundry vs AntPool+ViaBTC fork/reorg event closely watched

📋 Visit Status Checklist

Sentiment Search:

• f2pool (X search): ✅ Searched
• stakefish (X search): ✅ Searched
• ⚠️ web_search unavailable (Brave API key not configured)

Daily Report Part 3/3 — Key Companies 2026-04-01

🏢 Mining Public Companies

Bitdeer (BTDR)

• Major Norway AI Data Center Progress: Tydal data center appointed DCI (Sparc Group subsidiary) for development, converting to AIDC, primarily deploying NVIDIA Vera Rubin technology, 180 MW total installed capacity https://x.com/BitdeerOfficial/status/2038771668076900642
• Energy Strategy Positioning: Elizabeth Duchek shared at PubKey DC: The winner in mining won't be the one with the most rigs but the one with the most robust energy portfolio; mining has shifted from fringe topic to a national-level core issue https://x.com/BitdeerOfficial/status/2038898232818823511
• BTC Weekly Report (Mar 27 data): BTC holdings 0 (pure holdings, excluding customer deposits), output 146.0 BTC, sold 146.0 BTC, net added 0 BTC https://x.com/BitdeerOfficial/status/2037752079494901882
• AI Cloud + OpenShell: Bitdeer AI Cloud supports NVIDIA OpenShell (open-source autonomous agent runtime), based on GB200 NVL72 systems https://x.com/BitdeerOfficial/status/2036656328601649239
• Miner Sales: Uminers ordered 4,000 Sealminer A2 units https://x.com/BitdeerOfficial/status/2036363364042228208
• Hiring: Product Manager (SG), Marketing Specialist (SG/US), Compliance Director (SG)

Marathon (MARA)

• 🔥 Today's Highlight — Gas-to-Power Expansion: MARA and NGON gas-to-power data center expanded from 25MW to 50MW, fully energized and operational as of December 2025 https://x.com/MARA/status/2039003717081481248
• Pinned — Convertible Note Repurchase: Repurchased ~$1B in convertible notes at ~9% discount to par; ~30% convertible debt reduction; ~$88M value captured; zero future dilution exposure; funded through BTC sales, not ATM https://x.com/MARA/status/2037139164785680398
• Quantum Security Focus: Reposted Anduro (@andurobtc) on Google's 57-page quantum vulnerability paper, "first gen CRQC could solve secp256k1 in 9 minutes on average" https://x.com/MARA/status/2038962273700520330
• CEO View: Fred Thiel at FII PRIORITY Miami stated the defining advantage in the AI era will be mastery over energy at scale https://x.com/FIIKSA/status/2037670759783714850

Riot (RIOT)

• ⚠️ Low Activity: Latest post from March 3 (about one month ago), published 2025 full-year results
• 2025 Annual Highlights: Record $647.4M total revenue, 5,686 BTC mined https://x.com/RiotPlatforms/status/2028848241396121980
• AMD Data Center Lease (Jan 21): Initial 25MW, phased delivery, expandable to 200MW https://x.com/RiotPlatforms/status/2013665311271112929
• Note: No new posts since March 3, abnormally low social media activity

CleanSpark (CLSK)

• Bio Key Data: 1.8 GW power under contract, 13,363 BTC holdings (100% self-mined)
• Mullet Mining Strategy: CEO Matt Schultz promoting "running AI + BTC mining on same site" as superior to full AI pivot https://x.com/smatthewschultz/status/2034311980866240748
• BTC Yield Management: Generated ~$13.2M revenue last quarter from managing BTC holdings https://x.com/wsfoxley/status/2032878700748833021
• Investor Perspective: Positioned by analysts as "structurally differentiated" — 1,809MW of scarce power, zero ATM dilution, $2B+ liquidity https://x.com/smatthewschultz/status/2033290194393407927
• Note: Recent posts mostly reposts (latest original ~2-3 weeks ago), but narrative consistent

Hut 8 (HUT)

• Pinned — 2025 Strategy Review: Signed River Bend 15-year AI infrastructure lease valued at $7.0 billion; commercialized Vega next-gen data center architecture https://x.com/Hut8Corp/status/2026647761207083429
• Executive Change: SVP Sue Ennis departed, moving to President role in AI and robotics; CEO Asher Genoot published farewell https://x.com/ashergenoot/status/2033532257550377001
• Note: Latest post from March 16 (~2 weeks ago), medium activity

Core Scientific (CORZ)

• AI Factory Construction: Shared progress photos of one of the fastest AI factory builds in the country (8-photo series), from project manager perspective https://x.com/Core_Scientific/status/2037537777730900098
• Cadillac F1 Sponsorship: Reposted Cadillac F1 team content (Core Scientific tagged), showcasing brand partnership https://x.com/Cadillac_F1/status/2037314965808243042
• Latest Post: March 27, medium activity

Bitmain

• ANTRACK Heating Solution: Launched ANTRACK + Bitcoin miner combined heating solution, "Earn BTC while heating" https://x.com/BITMAINtech/status/2037513661103890533
• New Product Sales: U2L9H hydro-cooling miner (LTC & DOGE, 27G, $210/G) and ANTMINER L9 (16G, $210/G) https://x.com/BITMAINtech/status/2036064249454498127
• North America Agent: Bitmars became official North America Hashrate Ambassador https://x.com/BITMAINtech/status/2029540388374200516
• Note: Recent posts mainly product promotions, latest Mar 27

💼 Strategy / Saylor

Strategy (@Strategy)

• 🔥 Today — STRC Dividend Maintained: Stretch Dividend Rate maintained at 11.50% for April 2026 https://x.com/Strategy/status/2039130644739981480
• STRC Promotion: "Everyone Likes Money" promo post, 1,347 likes https://x.com/Strategy/status/2037535211970290064
• Bitcoin Hub: Opened free Bitcoin coworking space at Tysons Corner HQ https://x.com/Strategy/status/2036518298678886658
• Institutional Partnership: Anchorage Digital added $STRC to balance sheet, citing shared Bitcoin conviction with Strategy https://x.com/Anchorage/status/2036458501481128077

Michael Saylor (@saylor)

• 🔥 Today — STRC Dividend: Simultaneously posted Stretch 11.50% announcement, 176 replies, 2,382 likes, 79K views https://x.com/saylor/status/2039130658555990512
• STRC Marketing: "Stretch your income a little further" — 840 replies, 6,713 likes, 433K views https://x.com/saylor/status/2038949791577625046
• Repost Highlights: Jeff Walton "Probably nothing" + Bitcoin For Corporations Show Ep.32 (Strive evolving into Bitcoin treasury powerhouse)
• Overall Tone: Continued aggressive $STRC promotion, extremely high engagement

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat)

• 🔥 Today's Big Call — "Buy the Market": On CNBC Closing Bell, said "buy now", believes sell-off is 90-95% complete. Reasoning: VIX >30, AII sentiment bulls-bears ~-20, Goldman hedge fund selling = capitulation, since 1900 markets bottom early in wars https://x.com/fundstrat/status/2039056970049585551
• Oil Price View: US economy can handle $100 or even $120 oil
• Reposted Ethereum Economic Zone: Supporting EEZ framework to solve L2 fragmentation
• BitMine ($BMNR) Connection: Tom Lee is BitMine chairman, mentioned multiple times in bio

⚡ Action Items Summary

Combined Part 1 + Part 2 + Part 3:

🔴 Urgent

• IRGC Threat to 18 US Companies Deadline is April 1 (Today): Including Boeing, Meta, Tesla, Oracle, Nvidia etc. Monitor geopolitical risk impact on markets and mining companies closely [Part 1: https://x.com/NoLimitGains/status/2039009518785351880]
• Iran Situation: FM says "trust level is zero", geopolitical uncertainty intensifying [Part 1: https://x.com/NoLimitGains/status/2039079907741905131]

🟡 Important

• BTC Difficulty Expected +3.73%: ~2 days away, hashrate recovering, pressuring miner margins [Part 2: https://x.com/ViaBTC/status/2039151183038685650]
• MARA Convertible Note Repurchase ~$1B: Major financial deleveraging signal, 30% debt reduction [Part 3: https://x.com/MARA/status/2037139164785680398]
• Bitdeer Full AI+Energy Pivot: Norway 180MW AIDC + Vera Rubin deployment, reshaping competitive landscape [Part 3: https://x.com/BitdeerOfficial/status/2038771668076900642]
• Quantum Computing Threat Attention Rising: Google paper + SHRIMPS PQ signatures + MARA/Adam Back all discussing [Part 1+3]
• SSV ETH-Denominated Payment Migration: Must ensure clusters have sufficient SSV balance for transition [Part 1]
• Tom Lee "Buy the Market" Signal: Believes sell-off 90-95% complete, may drive sentiment rebound [Part 3: https://x.com/fundstrat/status/2039056970049585551]

🟢 Positive

• Strategy STRC Dividend Maintained at 11.50%: Continues attracting yield investors [Part 3: https://x.com/Strategy/status/2039130644739981480]
• MARA Gas-to-Power Expanded to 50MW: Energy autonomy strategy advancing [Part 3: https://x.com/MARA/status/2039003717081481248]
• CleanSpark 1.8GW + 13,363 BTC: Industry-leading power + BTC holdings combination [Part 3]
• f2pool/stakefish Sentiment Positive: No negative events [Part 2]
• Jito Q2 New Product Teaser: New monetization at infrastructure layer [Part 1: https://x.com/jito_sol/status/2039010294370894316]
• ether.fi weETH Enters Reserve Protocol: DeFi integration expanding [Part 1: https://x.com/ether_fi/status/2039042767578394648]

📋 Visit Status Checklist

1. ✅ @BitdeerOfficial — Successfully visited
2. ✅ @MARA (formerly @MARAHoldings, migrated) — Successfully visited
3. ✅ @RiotPlatforms — Successfully visited (low activity, latest post Mar 3)
4. ✅ @CleanSpark_Inc — Successfully visited
5. ✅ @Hut8Corp — Successfully visited
6. ✅ @Core_Scientific — Successfully visited
7. ✅ @BITMAINtech — Successfully visited
8. ✅ @Strategy — Successfully visited
9. ✅ @saylor — Successfully visited
10. ✅ @fundstrat — Successfully visited