Daily Report

中文 / English · market intelligence archive

Public web edition
2026-04-09 · English Report

Daily Report Part 1/3 — Market + Core Projects + BTC 2026-04-09

📈 Market Analyst Views

@IncomeSharks

@NoLimitGains

🚗 Tesla $TSLA

@yxinsights

@DanBTC916

📋 Core Project Updates

Lido

  • ✅ Visited: https://x.com/LidoFinance + https://research.lido.fi
  • 🆕 Integrated Fast Swaps launched — skip withdrawal queue, unstake directly to ETH/WETH/USDC/WBTC, routed via CoW Protocol https://x.com/LidoFinance/status/2041862761064304805
  • Retweeted Will Shannon: stVaults consolidations achieve 98.4% capital efficiency (skipping 50-day entry queue) https://x.com/KimonSh/status/2041878575331025379
  • Forum active: Galaxy Infrastructure Update (11h) | Pier Two joins MAVAN (13h) | Relay Maintenance Committee (14h) | stETH/LDO trading strategy (15h) | CMv2 Landscape (20h) | Alliance BORG proposal (21h)

SSV Network

  • ✅ Visited: https://x.com/ssv_network + https://forum.ssv.network
  • No new X posts (last Apr 7: $2M+ protocol fees in 2025) https://x.com/ssv_network/status/2041518613740306634
  • ⚠️ ETH payment migration: Forum banner still active — "Once live, cannot top up with SSV / add validators." Testnet: April 11 (Wednesday)
  • No new forum posts (recent: DAO Parameters Feed 6d | DIP-54 9d | DIP-56 9d)
  • 🔔 Rewards distribution: Latest still 2025-02 rewards (Fixed). 2026-03 rewards still unpublished (30 days since last release)

Jito

ether.fi

₿ BTC Dedicated Tracking

Key Highlights

  • 🆕 Morgan Stanley BTC ETF officially trading on NYSE — $10T AUM; Bloomberg analyst says it will trigger ETF "fee war" vs $14T competitor (retweeted by adam3us) https://x.com/pete_rizzo_/status/2041868067018281053
  • Satoshi identity debate: NYT John Carreyrou new article sparks fierce debate — Saylor dismisses stylometry as non-evidence | Lopp opposes targeting Adam Back | peterktodd responds sarcastically
  • Bitcoin Core v28.4 maintenance release (Apr 6) — latest major version still v30.2

Per-Account Tweet Highlights

⚙️ Solana SIMD Governance

Merged PRs (no new merges, latest still Apr 7)

  • SIMD-0504: Stricter Shred Validation | SIMD-0430: Loader V3 Buffer Constraints | SIMD-0123 amendment (same as yesterday)

🆕 New Open PR

Active Open PRs

  • SIMD-0363: Simple Alpenglow Clock (#363) | SIMD-0503: Static Sysvars (#503) | SIMD-0495: Core BPF Upgrade Procedure (#495) | SIMD-0461: Falcon signature verification (#461) | SIMD-0177: Program Runtime ABI v2 (#177, most active)

📋 Visit Status Checklist

    1. @IncomeSharks — ✅ Visited
    1. @NoLimitGains — ✅ Visited
    1. @yxinsights — ✅ Visited
    1. @DanBTC916 — ✅ Visited (mostly subscription-locked)
    1. @LidoFinance — ✅ Visited (new post: Fast Swaps launched)
    1. @ssv_network — ✅ Visited (no new posts)
    1. @jito_sol — ✅ Visited (new posts: BAM push + JIP-31)
    1. @ether_fi — ✅ Visited (#DineDifferent only)
    1. @pwuille — ✅ Visited (no recent content)
    1. @TheBlueMatt — ✅ Visited (Satoshi defense + PQ signatures)
    1. @adam3us — ✅ Visited (Morgan Stanley ETF + Satoshi discussion)
    1. @bitcoinoptech — ✅ Visited (no new posts)
    1. @LukeDashjr — ✅ Visited (no new posts)
    1. @peterktodd — ✅ Visited (mocking Satoshi investigation + Iran BTC)
  • Lido Forum — ✅ Visited (Galaxy Update, Pier Two, etc. active)
  • SSV Forum — ✅ Visited (no new posts, ETH migration banner still active)
  • SSV Rewards Distribution — ✅ Visited (2026-03 rewards unpublished, 30 days)
  • Jito Governance — ✅ Visited (StakeNet Bug Fix complete, 0 active proposals)
  • Bitcoin Core releases — ✅ Visited (v28.4 Apr 6)
  • SIMD merged PRs — ✅ Visited (no new merges)
  • SIMD open PRs — ✅ Visited (new #514 opened)

Completion summary: All 14 X accounts visited, 4 forums + 3 GitHub pages visited.

Key takeaways:

  1. 🆕 Morgan Stanley BTC ETF officially trading on NYSE, $10T AUM triggers ETF fee war — major BTC institutional milestone
  2. 🔥 Satoshi identity back in focus: NYT Carreyrou article sparks intense BTC community debate (Saylor/Lopp/peterktodd all participating)
  3. 🆕 Lido Fast Swaps launched — skip withdrawal queue, directly swap to multi-asset (CoW Protocol routing)
  4. 🆕 Jito aggressively pushing BAM adoption (currently <30% of validators), JIP-31 Subsidy Programme promoted
  5. ⚠️ SSV ETH payment migration Testnet April 11 (day after tomorrow) | 2026-03 rewards still unpublished (30 days)
  6. 🔔 yxinsights announces social media fatigue, reducing posts | DanBTC916 TSLA key support $339
  7. NoLimitGains bullish on MSFT long-term (314K views) | ceasefire doubts (291K views)
  8. Solana SIMD new PR opened: SIMD-0186 fee-only semantics

Daily Report Part 3/3 — Featured Companies 2026-04-09

🏢 Mining Public Companies

Bitdeer (BTDR)

Marathon (MARA)

Riot (RIOT)

CleanSpark (CLSK)

Hut 8 (HUT)

Core Scientific (CORZ)

Bitmain

💼 Strategy / Saylor

Strategy

Michael Saylor

📈 Fundstrat / Tom Lee

⚡ Action Items Summary

🔴 Urgent

  • SSV ETH payment migration Testnet in 2 days, April 11 (Friday): Forum banner warns "Once live, cannot top up with SSV / add validators." Need to confirm stakefish operations are ready. Source: Part 1
  • SSV 2026-03 rewards still unpublished (30 days since last release). Source: Part 1
  • Morgan Stanley BTC Trust (MSBT) officially launched — $10T AUM institution formally enters BTC ETF, fee war begins (0.14%), Saylor prominently retweeted. Source: https://x.com/MorganStanley/status/2041908936517808417

🟡 Important

  • Tom Lee declares "market bottom is in" — CNBC Closing Bell; oil/equity decoupling and ceasefire proposal as inflection signals. Bullish on Energy/MAG7/Software/Crypto. Source: https://x.com/fundstrat/status/2042001032415150231
  • MARA CFO NAFES keynote: From leasing to controlling 2GW — four-phase energy self-sufficiency strategy. Robert Samuels proactively clarifies wind farm misconceptions — elevated IR sensitivity. Source: https://x.com/MARA/status/2041961216839446651
  • Strategy Bio adds $STRD/$STRE — may signal new financial products coming soon (following $STRK/$STRF/$STRC).
  • Saylor $STRC narrative continues heating up: "$330M liquidity, closed at par" (246K views) | Saturn chain sUSDat 11.5% yield echoes STRC 11.5% in ecosystem.
  • CleanSpark CEO intensive international speaking: AIM Summit London in May + Marketopolis podcast — accelerating image transition from miner to AI infrastructure developer.
  • Satoshi identity debate: NYT Carreyrou article sparks fierce BTC community debate (Saylor/Lopp/peterktodd/Adam Back all participating), Adam Back "i'm not satoshi" post reaches 2.4M views. Source: Part 1

🟢 Positive

  • Tom Lee explicitly bullish on ETH + Energy: ETH as "Unified Global Ledger" narrative supported by Raoul Pal; Energy $XLE listed as recommendation.
  • Lido Fast Swaps launched — skip withdrawal queue, directly swap to ETH/WETH/USDC/WBTC (CoW Protocol routing). Source: Part 1
  • Jito BAM push intensified — currently <30% of validators running BAM, JIP-31 Subsidy Programme promoted. Source: Part 1
  • Mining company AI transition narrative continues across the board: CleanSpark (CEO AI demand thesis + international speaking), MARA (MW > EH/s + 2GW), Hut 8 (Washington policy + VP of Energy) — "AI + energy infrastructure" positioning unshaken.
  • Bitmain new heating miner bundles on sale: AR1901/AR1902 ANTRACK packages, dual-purpose mining + heating positioning.

📋 Visit Status Checklist

  1. @BitdeerOfficial ✅ Visited
  2. @MARAHoldings ✅ Visited (→@MARA additionally 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

Completion Summary

All 10 X accounts individually visited and content extracted. All information based on actual visited content; retweets are labeled.

Key takeaways:

  1. 🔥🔥 Morgan Stanley BTC Trust (MSBT) officially launched — Saylor prominently retweeted, $10T AUM institutional BTC ETF fee war begins
  2. 🔥🔥 Tom Lee announces on CNBC "market bottom is in" — oil/equity decoupling + ceasefire proposal as inflection signals
  3. 🔥 MARA CFO NAFES keynote — four-phase energy strategy from leasing to controlling 2GW
  4. 🔥 Saylor $STRC "One penny volatility, $330M liquidity" (246K views) | Saturn sUSDat 11.5% launched
  5. 🟡 Strategy Bio adds $STRD/$STRE — new financial products may be imminent
  6. 🟡 CleanSpark CEO intensive international speaking (AIM Summit London + Marketopolis podcast)
  7. 🟡 Adam Back "i'm not satoshi" post reaches 2.4M views — Satoshi identity discussion reaches new heights
  8. 🟢 Bitmain ANTRACK heating miner new products AR1901/AR1902 on sale

Generated from reports/2026-04-09_combined_en.md