Daily Report

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2026-04-02 · English Report

Daily Report Part 1/3 — Market + Core Projects + BTC 2026-04-02

📈 Market Analyst Views

@IncomeSharks ✅

  • ⚠️ Oil price topping has never led to a stock market bottom in nearly 100 years: "In almost 100 years the price of OIL topping has never led to a stock market bottom" — both current scenarios are unfavorable for equities (source)
  • 🐂 Bullish on $COW: "Looks like meat wants to go higher" (source)
  • ⚠️ Crypto bounce trap: Reminder that after Oct 10, everyone turned bearish, the decline was called a "buying opportunity," but a real bull market requires genuine bullish sentiment from the crowd (source)
  • 💬 Brokerages failing to adapt to the new generation of traders, compared to Toys R Us refusing to go online (source)

@NoLimitGains ✅

  • 🚨 Iran Hormuz Strait toll: Accepting yuan or stablecoin payments (source)
  • 🚨 Iran parliament: Strait closure, no negotiation, no plans to negotiate (source)
  • ⚠️ Rapid sentiment reversal: After a 9% drop, a 4% rally on fake news, everyone calling for new highs again (source)
  • 🚨 Iran speaker accuses US of profiting from FOMO (source)
  • 🐻 Implies retail may be lured in and then harvested (source)

Overall Assessment: Geopolitical risk escalating (Iran-Hormuz Strait), oil price historical signal unfavorable for equities, market sentiment extremely unstable.

🚗 Tesla $TSLA

@yxinsights ✅

  • 🔴 "Sell the rally" — Explicitly bearish on the bounce (source)
  • 🔴 Expects Trump's speech tonight to announce "troops entering" (Iran) (source)
  • ML signal SPY: Neutral – Stay Out, oil price rise is the main resistance (subscription-locked content)

@DanBTC916 ✅ (Public content only)

  • 🚀 SpaceX secretly filed IPO documents! Dan retweeted "Here we go $TSLA" (source)
  • 🚗 FSD 14.3 in employee testing, Elon says it will be widely released this weekend (source)
  • 📊 Q1-2026 delivery data tomorrow (4/3), expected range 372K-390K vehicles (source)
  • Subscription content mentions Iran escalation impact on TSLA, engulfing candle, etc. (not unlocked)

📋 Core Project Updates

Lido (@LidoFinance) ✅

  • 0x02 validator withdrawal credentials explainer video recommended (source)
  • Lido Day France event announced (source)
  • Linea Yield Boost via Lido V3 for ETH staking rewards (source)
  • Forum highlights (research.lido.fi):
    • LOL liquidity strategy update (16h)
    • Oracle Set expansion discussion (1d)
    • stETH/LDO trade proposal (1d)
    • Security bulletin: March 2026 Immunefi bug disclosure (funds safe) (1d)
    • Lido V3 stVaults committee proposal (1d)
    • Lido DAO Ops Multisigs Policy 3.0 (3d)
    • Flow Traders applying to become stVault professional trusted operator (3d)
    • GOOSE-2025 & EGGs-2025 final reports (2d)

SSV Network (@ssv_network) ✅

  • 🎉 7 million ETH staked through SSV! Milestone (source)
  • Japanese listed company using SSV DVT as ETH treasury strategy (source)
  • 100K+ SSV burned in 2026 (DIP-41: 50% unclaimed fees periodic burn) (source)
  • EEZ (Ethereum Economic Zone) synchronous composable rollup framework discussion (source)
  • 🔔 SSV Forum Major Announcement: Transitioning from SSV token payment to ETH payment!
    • Forum top banner: SSV Network transitioning to ETH-denominated payments (pending DAO approval)
    • Once upgrade goes live: Cannot top up with SSV, cannot add/remove validators or reactivate
    • Only path: Migrate to ETH payments
    • Testnet April 11 launch, mainnet TBA
    • Related proposal: Fee Abstraction Technical Analysis
  • 📊 Rewards distribution: Latest visible update March 2025 (distribution page)

Jito (@jito_sol) ✅

  • ⚠️ Drift attacked, Jito products unaffected (source)
  • 📊 120M SOL staked via BAM validators, 134M via jito-solana, JitoSOL TVL 11.4M (source)
  • BAM Builder Spotlight #1: Ergonia podcast (source)
  • Pitstop Berlin event April 13-17 (source)

ether.fi (@ether_fi) ✅

  • 🍽️ "Dine Different" marketing campaign: Invite friends for 10% spend-back, friends get 10% dining cashback (source)
  • Instagram cross-platform promotion (source)

₿ BTC Tracking

@pwuille ✅

  • No new posts in the past 48h (only 2 historical posts)

@TheBlueMatt ✅

  • 🦐 SHRIMPS post-quantum signature scheme: Blockstream released a 2.5 KB hash-based multi-device signature, 3x smaller than SLH-DSA (source)
  • Open payment network discussion (source)
  • ⚠️ BTC taxation: New draft retains mining double taxation, provides relief only for staking (source)
  • Bitcoin governance debate: "Bitcoin is not a company, not a democracy, not governable" (source)

@adam3us ✅

  • 🦐 SHRIMPS upgrade: "Protocol will simply upgrade to post-quantum signatures like SHRIMPS" (source)
  • 📊 SHRIMPS TPS impact analysis chart (source)
  • Quantum FUD rebuttal: ~20K logical qubit claims questioned, 1000→500K fault-tolerant qubits by 2029 called "physical miracle or major bluff" (source)
  • Liquid/Simplicity discussion (source)

@bitcoinoptech ✅

  • 📰 Newsletter #398 podcast: Splicing spec merged, Stack Exchange Q&A (source)
  • Bitcoin Core 28.4 & Core Lightning 26.04rc1 released (source)

@LukeDashjr ✅

  • 🃏 April Fools: "re-joining Bitcoin Magazine as intern proofreader" (source)
  • 🃏 Bitcoin Knots "acquired by Bitcoin Core" (April Fools joke) (source)
  • Big block debate (source)

@peterktodd ✅

  • Iran/nuclear geopolitical commentary (source)
  • Blockchain Jungle podcast appearance (source)
  • No recent major BTC technical posts

GitHub

  • Bitcoin Core: Latest versions v29.3 (Feb 11), v30.2 (Jan 13), no new releases
  • BIP 110: No recent new discussions found
  • Optech confirmed: Bitcoin Core 28.4 released

⚙️ Solana SIMD Governance

Recently Merged PRs:

  • #508 - Remove mentions to the verifier from SIMD-178 (Apr 1) by LucasSte
  • #506 - (Apr 1) by samkim-crypto
  • #502 - (Mar 24) by lidatong
  • #494 - (Mar 18) by buffalojoec
  • #478 - (Mar 18) by buffalojoec
  • #476 - (Mar 18) by buffalojoec
  • #477 - (Mar 18) by buffalojoec
  • #491 - (Mar 16) by 2501babe
  • #490 - (Mar 14) by 2501babe

Open PRs: 23 pending

High recent activity, multiple PRs merged in a concentrated March period.

📋 Visit 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 posts)
10 @TheBlueMatt ✅ Visited
11 @adam3us ✅ Visited
12 @bitcoinoptech ✅ Visited
13 @LukeDashjr ✅ Visited
14 @peterktodd ✅ Visited
15 research.lido.fi ✅ Visited
16 forum.ssv.network (distribution monitoring) ✅ Visited
17 gov.jito.network ⏭️ Skipped (X already covered core updates)
18 GitHub bitcoin/bitcoin releases ✅ Visited
19 GitHub bitcoin/bips ✅ Visited
20 GitHub Solana SIMD merged PRs ✅ Visited
21 GitHub Solana SIMD open PRs ⏭️ Skipped (merged already covered)

Daily Report Part 2/3 — Competitors + Sentiment 2026-04-02

🏁 f2pool Competitors

1. @AntPoolofficial ✅ Visited

  • Latest update: Most recent original post Mar 10 — Announced the 20 millionth BTC mined, total supply reached 95.2%, only 1 million BTC remaining
  • Pinned post: SOC 1 Type II & SOC 2 Type II certification (Jan 20)
  • Retweet: OP_CAT Layer mainnet launch (Feb 15)
  • Product: Flash Swap upgrade, added LTC/DOGE→BTC and BTC→USDT exchange pairs (Feb 11)
  • Activity: Low, no new posts within 48h
  • Followers: 29.7K

2. @ViaBTC ✅ Visited

3. @SpiderPool_com ✅ Visited

  • Latest update: Mar 13 — Seven (Co-Founder) to participate in roundtable discussion at Moscow Blockchain Forum 2026 (Apr 14-15)
  • Pinned post: SOC 2 Type I certification (Jun 25, 2025)
  • Product: BTC-collateralized zero-interest loans, LTV up to 70% (Nov 2025)
  • Activity: Low, large gaps between posts
  • Followers: 5,813
  • ⚠️ Note: CunyRenaud reported SpiderPool-mined block 942847 contains a 6.3KB OP_RETURN payload (Mar 30) — see OP_RETURN monitoring section

4. @FoundryServices ✅ Visited

🏁 stakefish Competitors

5. @Kiln_finance ✅ Visited

6. @Figment_io ✅ Visited

7. @P2Pvalidator ✅ Visited

8. @everstake_pool ✅ Visited

🔴 f2pool & stakefish Sentiment

⚠️ web_search unavailable, based on X platform search only

f2pool Sentiment

  • 🟡 Medium — Wang Chun 2,900 BTC Apartment Story
    • f2pool co-founder Wang Chun revealed spending 2,900 BTC on an apartment in Pattaya, Thailand in 2015, eventually selling it for 7 BTC
    • Reported by Cointelegraph, shared by multiple crypto media accounts
    • https://x.com/DunblaneHoDLer/status/2039312077647470646
    • Sentiment: Neutral-to-positive (HODL lesson), no negative attacks
  • 🟢 Positive — $NAT Mining Rewards
  • No f2pool lawsuit / hack / scam / down related negative content found

stakefish Sentiment

  • 🟢 Positive — Lido Oracle Address Rotation
  • 🟢 Positive — Ecosystem Integration
    • SOL Strategies mentions stakefish in Solana validator list (Mar 30)
    • OneKey wallet DeFi module integrates stakefish (Mar 11)
  • No stakefish SEC / hack / down / scam related negative content found

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud ✅ Visited

10. @LukeDashjr ✅ Visited

11. @peterktodd ✅ Visited

  • Recent focus on geopolitics (Iran/nuclear weapons topics, 7-8h ago)
  • Blockchain Jungle podcast interview (Mar 31)
  • No recent OP_RETURN / spam specific discussion

12. @GrassFedBitcoin ✅ Visited

📋 Visit Status Checklist

# Account Status
1 @AntPoolofficial ✅ Visited
2 @ViaBTC ✅ Visited
3 @SpiderPool_com ✅ Visited
4 @FoundryServices ✅ Visited
5 @Kiln_finance ✅ Visited
6 @Figment_io ✅ Visited
7 @P2Pvalidator ✅ Visited
8 @everstake_pool ✅ Visited
9 @CunyRenaud ✅ Visited
10 @LukeDashjr ✅ Visited
11 @peterktodd ✅ Visited
12 @GrassFedBitcoin ✅ Visited

All 12 accounts visited, 0 failures.

Daily Report Part 3/3 — Key Companies 2026-04-02

🏢 Mining Public Companies

Bitdeer (BTDR) ✅ Visited

Marathon Digital / MARA (MARA) ✅ Visited

  • ⚠️ Note: @MARAHoldings has migrated to @MARA
  • Gas-to-Power Expansion: MARA's gas-to-power data center initiative with NGON successfully expanded from 25 MW to 50 MW, fully energized and operational as of December 2025 https://x.com/MARA/status/2039003717081481248
  • ~$1B Convertible Notes Repurchase: MARA announced repurchase of ~$1B in convertible notes at ~9% discount to par value. ~30% convertible debt reduction, ~$88M in value captured, zero future dilution exposure on retired notes. Funded through BTC sales, not the ATM https://x.com/MARA/status/2039003510327349412 (quoting Mar 26 original post)
  • Quantum Security Focus: Retweeted @andurobtc discussion on Google's 57-page quantum vulnerability paper — "A 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 — securing, owning, and transforming power into dependable compute infrastructure https://x.com/FIIKSA/status/2037670759783714850
  • Activity: High
  • Followers: 82.7K
  • 📌 Key Signal: MARA's financial discipline stands out ($1B debt repurchase), while energy deployment accelerates (50MW gas-to-power expansion)

Riot Platforms (RIOT) ✅ Visited

  • Latest post: Mar 3 — Full Year 2025 financial results, record $647.4M total revenue, 5,686 BTC mined https://x.com/RiotPlatforms/status/2028848241396121980
  • AMD Data Center Lease: Announced Jan 21 — signed data center lease with AMD, initial 25 MW deployment (phased January to May 2026), expandable to 200 MW https://x.com/RiotPlatforms/status/2013665311271112929
  • Activity: Low, no new posts in the past 30 days
  • Followers: 54.7K
  • 📌 Key Signal: Riot's social media activity is extremely low, but the AMD partnership is an important AI/HPC transformation signal

CleanSpark (CLSK) ✅ Visited

  • Bio Update: "Data Center Developer for AI, HPC and Bitcoin"; Power Under Contract: 1.8 GW; BTC Holdings: 13,363 (100% Self-Mined)
  • AI+BTC Co-location: CEO Matt Schultz retweeted Hashrate Index analysis "Mullet Mining: The Case for Running AI and Bitcoin Mining on the Same Site" https://x.com/smatthewschultz/status/2034311980866240748
  • BTC Yield Management: CFO stated "generated about $13.2M in revenue last quarter from managing our BTC stack," benefiting from volatility https://x.com/wsfoxley/status/2032878700748833021
  • Market Positioning: Analysts highlight CLSK's structural differentiation — 1,809 MW of scarce power, zero ATM dilution, $2B+ liquidity https://x.com/smatthewschultz/status/2033290194393407927
  • Policy Advocacy: CEO discussed digital asset education with Senator Steve Daines https://x.com/BitcoinVoter/status/2034289573308637317
  • Activity: Medium (mainly active via retweets)
  • Followers: 35.8K
  • 📌 Key Signal: CLSK is the best representative of the "AI+BTC dual-track" narrative. 1.8GW power contracts, 13,363 BTC zero-dilution holdings, $13.2M quarterly BTC yield management — solid data

Hut 8 (HUT) ✅ Visited

  • Pinned Annual Report Highlights: 2025 strategic delivery — signed 15-year AI infrastructure lease at River Bend valued at $7.0 billion; commercialized next-generation data center architecture at Vega; launched dedicated, publicly traded Bitcoin subsidiary https://x.com/Hut8Corp/status/2026647761207083429
  • Executive Change: Sue Ennis (5-year veteran executive) left Hut 8, moved to President role in AI and robotics. CEO Asher Genoot thanked her for contributions https://x.com/ashergenoot/status/2033532257550377001
  • Activity: Low, most recent post Mar 16 retweet
  • Followers: 50.2K
  • 📌 Key Signal: $7B River Bend AI lease is an industry benchmark deal. Executive change (Sue Ennis departure) worth monitoring

Core Scientific (CORZ) ✅ Visited

  • AI Factory Construction: Showcased "one of the fastest AI factory builds in the country" from a project manager's perspective, 8-photo thread https://x.com/Core_Scientific/status/2037537777730900098
  • Cadillac F1 Sponsorship: Retweeted Cadillac F1 Japanese Grand Prix content (brand partnership signal) https://x.com/Cadillac_F1/status/2037314965808243042
  • Bio: "Build smarter. Scale faster. High-density data centers purpose-built for your most demanding workloads."
  • Activity: Medium
  • Followers: 21.3K
  • 📌 Key Signal: Core Scientific fully focused on AI data center construction narrative, Cadillac F1 sponsorship enhancing brand visibility

Bitmain ✅ Visited

💼 Strategy / Saylor

Strategy (@Strategy) ✅ Visited

Michael Saylor (@saylor) ✅ Visited

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat) ✅ Visited

  • 🔴 Key View: "Buy the market": "We would be buying the market here" — even if the bottom is not confirmed, primarily because they believe the US economy can handle $100, even $120 oil https://x.com/fundstrat/status/2039056970049585551
    • Key indicators: VIX > 30, AII sentiment bulls-bears ~-20, Goldman hedge fund selling = capitulation signal
    • Assessment: 90-95% of the sell-off is complete
  • Franklin Crypto New Division: Retweeted Franklin Templeton launching "Franklin Crypto" — professional institutional-grade crypto investment management unit https://x.com/FTDA_US/status/2039328153408078232
  • Oil Price Analysis: Analysis of major US micro-economies (TX/FL/NYC) shows higher oil prices won't absolutely destroy these economies https://x.com/fundstrat/status/2039352478479556714
  • Activity: Very high
  • Followers: 594K
  • 📌 Key Signal: Tom Lee explicitly bullish — "I would buy the market today," 90-95% of the sell-off complete. Contrasts with IncomeSharks' cautious stance in Part 1

⚡ Action Items Summary

Combining Part 1, Part 2, and Part 3:

🔴 Urgent

  1. Iran-Hormuz Strait situation continues escalating: Strait toll (accepting yuan/stablecoins), parliament claims no negotiation. Energy-sensitive assets (mining stocks) directly affected — monitor oil price trends
  2. Trump tariff speech imminent, high market volatility expected

🟡 Important

  1. TSLA Q1 delivery data tomorrow (4/3): Expected 372K-390K vehicles, SpaceX secretly filed IPO
  2. Tom Lee vs IncomeSharks divergence: Tom Lee says "90-95% sell-off complete, buy"; IncomeSharks warns oil price topping has never led to stock market bottom. Need to closely track actual data
  3. SSV Network major upgrade: Transitioning from SSV token to ETH payments, testnet April 11 launch. Direct impact on stakefish operations
  4. MARA $1B convertible notes repurchase: Strong financial discipline signal, 30% debt reduction
  5. f2pool Wang Chun 2,900 BTC story: Neutral-to-positive sentiment (HODL lesson), but monitor for escalation
  6. Drift attacked: Jito stated its products were unaffected, need to continue monitoring Solana DeFi security

🟢 Positive

  1. Bitdeer Norway 180MW AI DC + NVIDIA Vera Rubin: Mining→AI transformation benchmark
  2. Hut 8 $7B River Bend AI lease: One of the industry's largest AI infrastructure deals
  3. CleanSpark 1.8GW power, 13,363 BTC holdings: Clear AI+BTC dual-track positioning
  4. Jito data strong: 120M SOL via BAM staking, 134M via jito-solana
  5. SSV milestone: 7M ETH staked, 100K+ SSV annual burn
  6. Franklin Templeton launches Franklin Crypto: Institutional-grade crypto investment management
  7. SHRIMPS post-quantum signature scheme: Blockstream released 2.5KB hash-based scheme

📋 Visit Status Checklist

  1. @BitdeerOfficial (BTDR) → ✅ Visited
  2. @MARA (formerly @MARAHoldings, MARA) → ✅ Visited
  3. @RiotPlatforms (RIOT) → ✅ Visited
  4. @CleanSpark_Inc (CLSK) → ✅ Visited
  5. @Hut8Corp (HUT) → ✅ Visited
  6. @Core_Scientific (CORZ) → ✅ Visited
  7. @BITMAINtech → ✅ Visited
  8. @Strategy → ✅ Visited
  9. @saylor → ✅ Visited
  10. @fundstrat (Tom Lee) → ✅ Visited

Generated from reports/2026-04-02_combined_en.md