Daily Report Part 1/3 — Market + Core Projects + BTC 2026-04-08

Market Analysts

@IncomeSharks

• $BTC SuperTrend never failed, "Squiggles" prediction since early Feb still playing out https://x.com/IncomeSharks/status/2041659288733806643
• $MSTR SuperTrend support intact, still targeting $200 https://x.com/IncomeSharks/status/2041660741087064246
• $SPY 2022 fractal perfectly executed bounce, heading to $670 https://x.com/IncomeSharks/status/2041658874038776281

@NoLimitGains

• "Wow. This is absolutely insane." (1M views) https://x.com/NoLimitGains/status/2041612042281365607
• Iran closes ALL diplomatic & indirect channels with US (Tehran Times, 310K views) https://x.com/NoLimitGains/status/2041516148198395932
• Strait of Hormuz closure impact visualization (226K views) https://x.com/NoLimitGains/status/2041565317499965642
• Trump: "We will find out tonight, one of the most important moments in the long and complex history of the World" https://x.com/NoLimitGains/status/2041480513575596147

Tesla $TSLA

@yxinsights

• $TSLA entered pullback target zone, downside to $320, then expect significant bounce https://x.com/yxinsights/status/2041527875640217606
• $BTC mid-cycle drawdown analysis: 2026 mirrors 2014/2018/2022 pattern https://x.com/yxinsights/status/2041554160034677106

@DanBTC916

• Largest $TSLA buy since April 2025 "tariff crisis" — indiscriminate selling, price decoupling, extreme fear, highly confluent chart https://x.com/DanBTC916/status/2041558551383216283
• Continued adding $TSLA today https://x.com/DanBTC916/status/2041535252812964344

Core Project Updates

Lido

• X: No new posts (last Apr 6: "Staked ETH is up only")
• Forum: Stakefish updated Council Daemon address (10h, by seven) https://research.lido.fi/t/stakefish-is-updating-the-address-for-council-daemon/11394
• Forum active: Lido Alliance BORG proposal (45 replies, 2.6K views) | stETH/LDO trading strategy | DAO Ops multisig strategy 3.0

SSV Network

• 2025 generated $2M+ protocol fees, SSV Staking Mainnet approaching — stakers will earn ETH from real validator activity https://x.com/ssv_network/status/2041518613740306634
• ETH payment migration: Forum banner warning — "once live, cannot recharge with SSV / add validators". Testnet: Apr 11 (Wed)
• Governance: [DIP-54] Public operator soft fee floor (7d) | [DIP-56] Anchor client continued dev (8d)
• Rewards distribution: Latest is 2026-02 rewards (Mar 10). 2026-03 rewards still not published (29 days since last)

Jito

• "Future of Solana = where all of finance happens" (2h ago) https://x.com/jito_sol/status/2041655043674296779
• CEO Lucas Bruder a16z interview: "The bull case for crypto isn't memes. It's better market structure." https://x.com/jito_sol/status/2041655051693773133
• Q2 product preview (pinned): Infrastructure layer monetization, "not tokens, products"

ether.fi

• Still running #DineDifferent campaign (daily winners until Apr 30). No product/technical updates.

BTC Tracking

• CME to launch 24/7 BTC trading next month: 2025 notional volume hit $3T record https://x.com/pete_rizzo_/status/2041563098524287339
• Optech #399 podcast live: Payjoin privacy, wallet backup metadata BIP, SHRIMPS post-quantum signatures, isogenies https://x.com/bitcoinoptech/status/2041601906871591337
• Bitcoin Core: No new release, latest v30.2

Solana SIMD Governance

Newly Merged (Apr 7-8)

• SIMD-0504: Stricter Shred Validation https://github.com/solana-foundation/solana-improvement-documents/pull/504
• SIMD-0430: Loader V3: Relax Program Buffer Constraints https://github.com/solana-foundation/solana-improvement-documents/pull/430
• Amend SIMD-0123: Clarify block revenue distribution https://github.com/solana-foundation/solana-improvement-documents/pull/497

Daily Report Part 2/3 — Competitors + Sentiment 2026-04-08

f2pool Competitors

@AntPoolofficial

• No new posts in 48h. Latest Apr 2: Cloud hashrate upgrade, starting $19.9

@ViaBTC

• Q2 mining poll: What are you mining? BTC / Scrypt / Kaspa / Other (70 votes, 1 day left) | 10h ago
• Wallet security guide: Hot vs Cold wallet + miner reward storage tips

@SpiderPool_com

• No new posts in 48h. Latest Mar 13: Co-founder Seven at Moscow Blockchain Forum (4/14-15)

@FoundryServices

• No new posts in 48h. Latest Mar 19: $ZEC hashrate ATH, Foundry ZEC pool upcoming (55K views)

stakefish Competitors

@Kiln_finance

• Paris Blockchain Week prep: Railnet demo at Circle event | 10h ago
• EthCC Cannes recap: Main stage Railnet showcase + Agora + Vault Summit

@Figment_io

• Paris Blockchain Week: @_evalawrence 4/15 talk on Custody/Clearing/Execution at Scale | Apr 6

@P2Pvalidator

• Sumsub compliance cert: "Risk Intolerant Sentinel" designation — institutional compliance advantage | 14h ago
• DeFi Widget live on iLuminaryAI: On-chain protocols embedded directly

@everstake_pool

• BanxePay partnership: Institutional USDC yield via Banxe digital bank (Pinned) | 11h ago

f2pool & stakefish Sentiment

f2pool

• @1914ad (RT by GrassFedBitcoin): Calls out Foundry, Antpool, F2Pool — "buy hashrate from people who don't care about Bitcoin, nobody cares. But when monetary maxis rent hashrate for decentralization — virtue signaling!" (5.4K views) | 9h ago
• @thebillyboone: Claims "F2Pool is basically an AntPool wrapper" — corrected by Grok as independent pool | 2h ago
• @CriptoNoticias: F2Pool listed as mid-tier miner option, 10-12% global hashrate
• Fake account @f2_pool still active

stakefish

• Official account active: Confirmed Lido council address rotation | 11h ago
• No negative sentiment in 48h

OP_RETURN / Spam Monitoring

@CunyRenaud

• Newsletter Issue #19: "BTC -45% crash started on the exact day Bitcoin Core V30 was released" — BIP-110 camp gains new ammunition (2.1K views) | 16h ago
• Pinned: BIP-110 activates September 2026, tracking miner signaling

@LukeDashjr

• RT @MajorianBTC: "BIP-110 supporters: run full nodes, DATUM hashrate, contribute to decentralized dev. Core 30 supporters: more spam on Bitcoin" (6.3K views)

@GrassFedBitcoin

• RT @1914ad: Directly calls out Foundry/Antpool/F2Pool (see above)

Daily Report Part 3/3 — Key Companies 2026-04-08

Mining Public Companies

Bitdeer (BTDR)

• SealMiner A4 Series officially launched (pinned, 6.5K views): Flagship A4 Ultra Hydro 886 TH/s / 9.45 J/TH | A4 Pro Hydro 680 TH/s / 10.9 J/TH | A4 Pro Air 336 TH/s / 10.9 J/TH https://x.com/BitdeerOfficial/status/2041495112090542172
• 4 product posts today — differentiated positioning (flexibility/stability/performance)
• Hiring: Product Manager / Marketing Specialist / Compliance Director (Singapore)

Marathon (MARA)

• Strategic pivot: "Power is becoming the strategic unit in digital infrastructure. MARA thinks in MW, not just EH/s." As of 12/31/25: 1.3GW operational, 1.9GW total (10K views) https://x.com/MARA/status/2041526148555854011
• IR head Robert Samuels posted new investor presentation (17K views) | European roadshow recap (18K views)
• NGON gas-to-power 25MW→50MW fully operational (Mar 31)

Riot (RIOT)

• No updates in 48h. Latest Mar 3: FY2025 revenue $647.4M, mined 5,686 BTC

CleanSpark (CLSK)

• Bio updated: BTC holdings 13,561 (up from 13,363) | Contracted power 1.8 GW
• March 2026 operational update: ~1,800 BTC mined in Q1, average monthly hashrate +11% (12K views) https://x.com/CleanSpark_Inc/status/2041512268416893075
• CEO RT: Nearly half of US data centers delayed/cancelled due to power shortages, CLSK 1.8GW advantage (21K views)
• MaximGrp "Powering the AI Revolution" presentation completed Apr 7

Hut 8 (HUT)

• Chris Vickery (VP Energy) on AI power constraints: Surging demand + shifting policy + evolving capital strategies tightening power access (2K views) https://x.com/Hut8Corp/status/2041532884910047470
• CEO @ashergenoot heading to Washington D.C. Apr 13 for AI power/compute policy event
• Sue Ennis departed for AI/robotics company president role (Mar 16)

Core Scientific (CORZ)

• No updates in 48h. Latest Mar 27: AI factory build photo series

Bitmain

• No updates in 48h. Latest Mar 27: ANTRACK heating solutions
• Mar 23: U2L9H hydro LTC/DOGE miner $210/G | ANTMINER L9 LTC/DOGE $210/G

Strategy / Saylor

Strategy

• YTD 2026 acquired 2.2x BTC natural supply, BTC Yield 3.7%, BTC Gain 24,675 BTC (~$1.7B) (129K views) https://x.com/Strategy/status/2041530487613641186
• Last week: +4,871 BTC (~$329.9M, avg $67,718), total 766,970 BTC ($58.02B, avg ~$75,644) (168K views) https://x.com/Strategy/status/2041124253039272071
• $STRC April dividend rate maintained at 11.50% (56K views)

Michael Saylor

• Pinned (Apr 4, 2.1M views): "Bitcoin has won... The four-year cycle is dead..."
• "Closed at par. As designed. $STRC" (245K views, 6.3K likes) https://x.com/saylor/status/2041638573959487525
• RT Phong Le (Strategy CEO): "$STRC is our iPhone moment. $5B cumulative revenue in 7 months" (347K views)
• RT Natalie Brunell: STRC 11.5% yield, tax-deferred, $100 to $1M (509K views)

Fundstrat / Tom Lee

• Pinned (Apr 6, 133K views): 90-95% through Iran-war stock decline. Wars boost GDP→EPS. Risk: high oil + inflation expectations → Fed credibility moment https://x.com/fundstrat/status/2041134150879490202
• ETH wartime performance: "Since Iran war, $ETH rose 7%, outperformed SPY by 1,130bp" (95K views) https://x.com/fundstrat/status/2041165369608384743
• RT: BitMine approaching 4% mNAV, upcoming NYSE listing (66K views) | $11.4B holdings incl. 4,803,334 ETH

Action Items

Urgent

• Geopolitical risk escalating: Iran closes all diplomatic channels with US | Strait of Hormuz closure impact | Trump "tonight most important historical moment". No public response from mining companies. (Part 1)
• SSV ETH payment migration Testnet Apr 11 (Wed): "Once live, cannot recharge with SSV". Confirm stakefish ops readiness. (Part 1)
• CunyRenaud Newsletter #19: BTC -45% crash started on Core V30 release day — BIP-110 camp gains ammunition. (Part 2)

Important

• Strategy YTD buying 2.2x BTC natural supply: BTC Yield 3.7%, Gain ~$1.7B. Phong Le: "$STRC is our iPhone moment — $5B in 7 months"
• Bitdeer SealMiner A4 Series launched: Flagship 886 TH/s / 9.45 J/TH — direct Bitmain Antminer competition. Milestone in Bitdeer's pivot to hardware manufacturing
• CleanSpark March update: ~1,800 BTC quarterly + hashrate MoM +11% + holdings up to 13,561 BTC
• MARA strategic pivot: "Think in MW, not EH/s" — 1.3GW/1.9GW capacity, direct benchmark vs CleanSpark 1.8GW
• BIP-110 camp pressure continues: @1914ad (RT by GrassFedBitcoin) directly names Foundry/Antpool/F2Pool
• SSV 2026-03 rewards still not published (29 days since last)

Positive

• Tom Lee bullish + ETH outperformance: ETH +7% during Iran war, beat SPY by 1,130bp. BitMine upcoming NYSE listing
• TSLA buy signals strengthening: DanBTC916 largest buy since 2025 tariff crisis | yxinsights pullback target zone ($320), expects bounce
• Saylor $STRC ecosystem accelerating: "Closed at par" 245K views | Natalie Brunell 509K views | Phong Le "iPhone moment" 347K views
• Mining AI pivot fully unified: Bitdeer (SealMiner A4 + AI Cloud), CleanSpark (AI Revolution + power advantage), Hut 8 (DC policy + energy VP), MARA (MW > EH/s) — industry narrative fully shifting to "AI + Energy Infrastructure"
• CME launching 24/7 BTC trading next month, 2025 notional volume $3T record