Pinned thesis unchanged: $TSLA to $400-$480 by late 2025
Core Project Updates
Lido
X: No new posts (latest Apr 8: Fast Swaps via CoW Protocol)
Forum active: stVaults Committee Proposal | CircuitBreaker programmable panic layer | Stakefish Council Daemon address update | Chorus One joins Bitwise | Oracle set expansion | Security bulletin Mar 2026 (funds safe) | GOOSE-2025 final report
SSV Network
X: No new posts (latest Apr 7: 7M ETH pinned)
ETH payment migration Testnet: TOMORROW Apr 11 — banner warning: "SSV top-ups / adding validators will no longer be supported, migration is the only path." Mainnet date TBD
Rewards distribution: 13+ months without update — program may have ended
DeFi Vault institutionalization series 1/3: 83% institutional investors plan to increase crypto allocation, but only 24% participate in DeFi — core issue is governance, not regulation (12h) https://x.com/P2Pvalidator/status/2042230098816815285
@GrassFedBitcoin: RT @1914ad — "Foundry mines half the blocks and spammers are silent — but plebs using DATUM get attacked" (2.8K views, growing) https://x.com/1914ad/status/2041909722719084827
@LukeDashjr: No new posts in 3 weeks. @peterktodd: only political RTs, no BTC content
Daily Report Part 3/3 — Key Companies 2026-04-10
Mining Public Companies
Bitdeer (BTDR)
@Bitdeer (migrated from @BitdeerOfficial). No new posts in 48h.
Enterprise AI private cloud direction: Exaion CEO interview — "sensitive workloads won't run on shared infrastructure forever," how Exaion fits with MARA (10h, 6K views) https://x.com/MARA/status/2042275131502760437
RT Etherealize: Marc Andreessen "grand unification of AI and crypto" — "AI agents will need money, it's already happening" (9h)
Action Items Summary
Red — Urgent
SSV ETH payment migration Testnet TOMORROW Apr 11 — SSV token payments ending, migration is the only path. Confirm stakefish ops readiness. (Part 1)
SSV rewards distribution 13+ months without update — program may have terminated. (Part 1)
Trump: crude will begin moving, with or without Iran (122K views) — energy geopolitical risk escalation. (Part 1)
Yellow — Important
Morgan Stanley BTC ETF record first day — CleanSpark CEO amplifies: "best first day ever." STRC ecosystem exploding ($152.5M TVL across 3 DeFi projects). (Part 3)
Tom Lee reinforces "market bottom" thesis — 125-year war data + Bessent CLARITY Act (1.4M views). (Part 3)
Mining companies accelerating AI infrastructure pivot — MARA Exaion private cloud + CleanSpark "repurpose to higher value compute" + Hut 8 DC policy engagement. (Part 3)