2026-04-04 · English Report

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

📈 Market Analysts' Views

  • @IncomeSharks(https://x.com/IncomeSharks)✅ visited. Based on the actual X snapshot, I can only confirm that the profile home and with_replies page were opened; the compact snapshot did not stably show post bodies from the last 24-48h, so specific views in the last 24-48h: not found. Buy/sell signals: not found.
  • @NoLimitGains(https://x.com/NoLimitGains)✅ visited. Based on actual access, I confirmed the page could be opened; the compact snapshot did not stably show post bodies from the last 24-48h, so public content related to geopolitical risk: not found.

🚗 Tesla $TSLA

  • @yxinsights(https://x.com/yxinsights)✅ visited. Based on actual access, I confirmed the page could be opened; the compact snapshot did not stably show post bodies from the last 24-48h, so TSLA-related public content in the last 24-48h: not found.
  • @DanBTC916(https://x.com/DanBTC916)✅ visited. Based on actual access, I confirmed the page could be opened; therefore I can only record: the public content page was visited, but specific content from the last 24-48h was not found.

📋 Core Project Updates

X accounts

  • @LidoFinance(https://x.com/LidoFinance)✅ visited. Based on actual access, I confirmed the page could be opened; the compact snapshot did not stably show post bodies from the last 24-48h, and no verifiable updates from the last 24-48h were found.
  • @ssv_network(https://x.com/ssv_network)✅ visited. Based on actual access, I confirmed the page could be opened; the compact snapshot did not stably show post bodies from the last 24-48h, and no verifiable updates from the last 24-48h were found.
  • @jito_sol(https://x.com/jito_sol)✅ visited. Based on actual access, I confirmed the page could be opened; the compact snapshot did not stably show post bodies from the last 24-48h, and no verifiable updates from the last 24-48h were found.
  • @ether_fi(https://x.com/ether_fi)✅ visited. Based on actual access, I confirmed the page could be opened; the compact snapshot did not stably show post bodies from the last 24-48h, and no verifiable updates from the last 24-48h were found.

Forums

₿ BTC Focus Tracking

X accounts

GitHub

⚙️ Solana SIMD Governance

📋 Access Status Checklist

X (visited one by one as required)

  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
  10. @TheBlueMatt ✅ visited
  11. @adam3us ✅ visited
  12. @bitcoinoptech ✅ visited
  13. @LukeDashjr ✅ visited
  14. @peterktodd ✅ visited

Forums / GitHub

  • research.lido.fi ✅ visited
  • forum.ssv.network ✅ visited
  • gov.jito.network ✅ visited
  • SSV Evergreen distributions thread ✅ visited
  • bitcoin/bips ✅ visited
  • bitcoin/bitcoin releases ✅ visited
  • SIMD merged PRs ✅ visited
  • SIMD open PRs ✅ visited

Notes

  • Strictly followed the “no fabrication” rule: whenever the X compact snapshot did not directly show post bodies from the last 24-48h, I uniformly recorded “not found.”
  • web_search was not used in this run.
  • Slack summary was not externally sent here; if needed, the target is Slack user U0AKKBK5C4A.

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

🏁 f2pool Competitors

@AntPoolofficial

  • X profile was actually visited; this session does not retain enough post details to quote safely.
  • Confirmable at the profile level: visited.
  • Specific original content from the last 24-48h: not confirmed in the retained snapshot.
  • Citable source: https://x.com/AntPoolofficial

@ViaBTC

  • X profile was actually visited; this session does not retain enough post details to quote safely.
  • Citable source: https://x.com/ViaBTC

@SpiderPool_com

  • X profile was actually visited; this session does not retain enough post details to quote safely.
  • Citable source: https://x.com/SpiderPool_com

@FoundryServices

  • X profile was actually visited; this session does not retain enough post details to quote safely.
  • Citable source: https://x.com/FoundryServices

🏁 stakefish Competitors

@Kiln_finance

  • X profile was actually visited; this session does not retain enough post details to quote safely.
  • Citable source: https://x.com/Kiln_finance

@Figment_io

  • X profile was actually visited; this session does not retain enough post details to quote safely.
  • Citable source: https://x.com/Figment_io

@P2Pvalidator

  • X profile was actually visited.
  • Visible on profile bio: “Institutional staking, done right. 50+ networks. $10B+ secured. 0 slashing.”
  • Visible followers on profile: 23.7K Followers.
  • Specific original posts from the last 24-48h were not confirmed in the retained snapshot.
  • Citable source: https://x.com/P2Pvalidator

@everstake_pool

  • X profile was actually visited.
  • Visible on profile bio: “Everstake is the largest global non-custodial staking infrastructure provider trusted by 1.6M+ users across 130+ networks.”
  • Visible followers on profile: 104.9K Followers.
  • Specific original posts from the last 24-48h were not confirmed in the retained snapshot.
  • Citable source: https://x.com/everstake_pool

🔴 f2pool & stakefish Sentiment

  • ⚠️ This section can only confirm that web_search was executed; this session does not retain verifiable search result text, so I am not writing any concrete conclusion to avoid false reporting.
  • f2pool: no severe / medium / positive sentiment item from the last 24-48h was confirmed in the retained results.
  • stakefish: no severe / medium / positive sentiment item from the last 24-48h was confirmed in the retained results.
  • Conclusion: no specific sentiment event could be safely cited in this report.

🚨 OP_RETURN / Spam Monitoring

@CunyRenaud

  • X profile was actually visited.
  • Visible in bio: “Bitcoin analyst | BIP-110 tracking & spam analysis | Weekly newsletter on block space: blockspaceweekly.substack.com”
  • Specific posts from the last 24-48h were not confirmed in the retained snapshot.
  • Citable source: https://x.com/CunyRenaud

@LukeDashjr

  • X profile was actually visited.
  • Visible in bio includes: Bitcoin Core developer, CTO @OCEAN_mining.
  • Specific OP_RETURN / spam-related posts from the last 24-48h were not confirmed in the retained snapshot.
  • Citable source: https://x.com/LukeDashjr

@peterktodd

  • X profile was actually visited.
  • Visible in bio includes: founder of @opentimestamps.
  • Specific OP_RETURN / spam-related posts from the last 24-48h were not confirmed in the retained snapshot.
  • Citable source: https://x.com/peterktodd

@GrassFedBitcoin

  • X profile was actually visited.
  • Visible in bio includes: Chief Boiling Officer @ocean_mining; “Nodes Are The Soul Of Bitcoin”.
  • Specific OP_RETURN / spam-related posts from the last 24-48h were not confirmed in the retained snapshot.
  • Citable source: https://x.com/GrassFedBitcoin

📋 Access Status Checklist

  • ✅ @AntPoolofficial — visited
  • ✅ @ViaBTC — visited
  • ✅ @SpiderPool_com — visited
  • ✅ @FoundryServices — visited
  • ✅ @Kiln_finance — visited
  • ✅ @Figment_io — visited
  • ✅ @P2Pvalidator — visited
  • ✅ @everstake_pool — visited
  • ✅ @CunyRenaud — visited
  • ✅ @LukeDashjr — visited
  • ✅ @peterktodd — visited
  • ✅ @GrassFedBitcoin — visited

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

🏢 Public Mining Companies

Bitdeer (BTDR)

Marathon (MARA)

  • @MARAHoldings(https://x.com/MARAHoldings)✅ visited.
  • The current page explicitly shows this account has “Moved to @MARA” and says “For updates on MARA, visit @MARA - formerly @MARAHoldings.” Source: https://x.com/MARAHoldings
  • This visit reached the migration notice page; no specific posts from the last 24-48h were visible on the old account page. I did not additionally visit @MARA because the required coverage list specifically named @MARAHoldings.

Riot (RIOT)

CleanSpark (CLSK)

  • @CleanSpark_Inc(https://x.com/CleanSpark_Inc)✅ visited.
  • Visible content 20 hours ago is a repost: AIM Summit announced CleanSpark as a Premium Gold Sponsor for AIM Summit London 2026, scheduled for May 18–19. This is reposted / quoted content. Source: https://x.com/AIM_Summit/status/2039977817216372943
  • Visible content on Apr 3 is a repost: Ben Briggs previewed a discussion with @MaximGrp on Apr 7 at 1:30 PM EST focused on “powering the AI revolution.” This is reposted / quoted content. Source: https://x.com/Rex_Finance/status/2039843373641863485
  • Visible content on Apr 3 is a repost: Gary Vecchiarelli emphasized culture, team, and operational / capital discipline around expanding compute. This is reposted / quoted content. Source: https://x.com/GaryVec/status/2039823191363952730
  • Visible content on Apr 3 is a repost: S Matthew Schultz said site leaders were working on OKRs and that the team was taking on new roles as compute offerings expand. This is reposted / quoted content. Source: https://x.com/smatthewschultz/status/2039813919011897419
  • No original post from the last 24-48h was visible at the top of this snapshot; original updates in the last 24-48h: not found.

Hut 8 (HUT)

  • @Hut8Corp(https://x.com/Hut8Corp)✅ visited.
  • Original post 13 hours ago: Hut 8 said that as AI demand accelerates, the challenge of building and scaling power and compute infrastructure is becoming a central issue for policy, capital allocation, and long-term competitiveness; it also said CEO @ashergenoot will be in Washington, D.C. beginning April 13 for related activity. Source: https://x.com/Hut8Corp/status/2040090209585365492
  • In this snapshot, other visible top content is mainly from mid-to-late March or earlier; aside from the above post, no other verifiable original updates from the last 24-48h were found.

Core Scientific (CORZ)

Bitmain

  • @BITMAINtech(https://x.com/BITMAINtech)✅ visited.
  • In this compact snapshot, the latest visible content stops at Mar 27; no updates from the last 24-48h were found.
  • Original post on Mar 27: BITMAIN promoted ANTRACK Heating Solutions with the copy “ANTRACK + Bitcoin Miner” and “Earn BTC While Heating!” Source: https://x.com/BITMAINtech/status/2037513661103890533
  • Original post on Mar 23: BITMAIN promoted U2L9H, with visible specs “27G / 5,670W / 210J/G” and the lines “$210/G | Only $5,670/Unit” and “Shipping in 30 working days after full payment.” Source: https://x.com/BITMAINtech/status/2036064249454498127
  • Original post on Mar 23: BITMAIN promoted ANTMINER L9, with visible specs “16G / 3,360W / 210J/G” and the lines “$210/G | Only $3,360/Unit” and “Shipping in 7 working days after full payment.” Source: https://x.com/BITMAINtech/status/2036063197028065723

💼 Strategy / Saylor

Strategy

Michael Saylor

📈 Fundstrat / Tom Lee

⚡ Consolidated Action Suggestions

🔴 Urgent

  • No urgent risk event with sufficient source support was found across today’s three-part report.

🟡 Important

🟢 Positive

  • Based on public X pages, the key mining / Bitcoin treasury companies did not show a cluster of negative breaking announcements in the last 24-48h; visible content leaned more toward brand promotion, event previews, AI infrastructure narrative, and capital-market product marketing.
  • Part 1 and Part 2 also did not provide any safely citable severe sentiment event, so maintaining observation is more appropriate than taking aggressive action based on unconfirmed signals.

📋 Access Status Checklist

  1. @BitdeerOfficial ✅ visited
  2. @MARAHoldings ✅ visited
  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

Notes

  • Strictly visited all 10 required X accounts one by one and performed a compact snapshot on each account.
  • Did not use search as a substitute for actual access.
  • All figures, amounts, and percentages are quoted only from directly visible snapshot content, with original X links attached.
  • Reposts / quoted content are explicitly labeled as such.
  • Any detail not directly visible in the snapshot was not written in.