2026-04-11 · English Report

Daily Report 1/3 — Market + Core Projects + BTC 2026-04-11

Market Analyst Views

@IncomeSharks

@NoLimitGains

Tesla $TSLA

@yxinsights

  • No new trading signals. ML Signals Apr 10 (locked): SPY Neutral Stay Out

@DanBTC916

Core Project Updates

Lido

  • NEW Lido Poolside: Institutional — Apr 23 online event with Credora/FalconX/Fireblocks, discussing institutional ETH staking (14h) https://x.com/LidoFinance/status/2042598924297330878
  • Forum: NEW Bitwise applies to become stVault professional operator (12h) | NEW No Drama DAO: Snapshot to Aragon on-chain governance (11h)

SSV Network

  • No new X posts (latest Apr 7: $2M+ protocol fees in 2025)
  • WARNING ETH payment migration: Testnet April 11 (today) | Mainnet TBD
  • Rewards distribution: Latest is 2026-02 rewards (posted Mar 10). 2026-03 rewards still not posted (32 days)

Jito

ether.fi

BTC Tracking

Key Highlights

Solana SIMD Governance


Daily Report 2/3 — Competitors + Sentiment 2026-04-11

f2pool Competitors

@AntPoolofficial

  • No new posts in 48h. Latest Apr 2: cloud hashrate upgrade from $19.9

@ViaBTC

  • New poll: BTC price drivers — Gulf situation / retail adoption / hashrate stability / other (2-day vote, 172 views) | 4h ago
  • Kaspa pool promotion continues: KAS ~$0.032, ViaBTC 97.18 PH/s / network 414.66 PH/s

@SpiderPool_com

  • No new tweets in 48h. Seven attending Moscow Blockchain Forum (Apr 14-15 this Mon-Tue)

@FoundryServices

  • CRITICAL $ZEC dual announcement: "Not one, but two things coming to the $ZEC ecosystem Monday" — 78K views, 541 likes (Monday Apr 14) | 11h ago

stakefish Competitors

@Kiln_finance

  • $800M+ yield milestone: $2.7B+ deposits via OmniVaults/Railnet | Apr 9
  • Open-sourced Tron Validator Watcher for @trondao

@P2Pvalidator

  • Institutional DeFi governance gap thread (3-part): 83% institutions plan to increase crypto allocation, only 24% participate in DeFi — gap is in architecture, not regulation | Apr 9

@everstake_pool

  • Stablecoin thread (4 parts): Projects stablecoin settlement to match Visa/MC by 2031-2039; $100T wealth transfer catalyst | Apr 10
  • WETH on-chain activity hits 2026 high: 32,058 new wallets + 46,650 active wallets | Apr 10

f2pool & stakefish Sentiment

f2pool (Yellow — Neutral)

  • @BroosterWeb3 (positive): F2Pool mined Block 629,999 with NYT headline — 262 views | 15h
  • @BTC_Negotiator (positive): "F2Pool guy going to space paying $200M in Bitcoin" (65 views) | Apr 10
  • No security incidents, lawsuits, or major negatives in 48h

stakefish (Green — Clear)

  • Official: Lido council address rotation confirmed (Apr 7)
  • No negative sentiment, security incidents, or legal issues in 48h

OP_RETURN / Spam Monitoring

@CunyRenaud

  • CRITICAL Newsletter #20: "Bitcoin has value only if it stays 'decentralized and secure'" (Jeff Booth framework) — 830 views | 15h
  • CRITICAL BIP-110 signaling blocks growing: Block 944,297 post up to 6.5K views (+600), 280 likes (+21)
  • RT @mattkratter "Bitcoin Mining Just Changed Forever" video — 12.2K views (+6.9K explosive growth)

@LukeDashjr

  • CRITICAL RT @bitcoindayio Naples talk video: Luke claims "Bitcoin has probably a single-digit percentage chance of surviving," Core 30 contains "malware" — 22.5K views, 153 bookmarks (high virality) | 8h

@GrassFedBitcoin

  • CRITICAL RT @1914ad growing: "Foundry mines half the blocks and spammers are silent — but when plebs use DATUM they get attacked" — 3.2K views, 153 likes (up from 2.8K/146)

Daily Report 3/3 — Key Companies 2026-04-11

Mining Public Companies

Bitdeer (BTDR)

  • @Bitdeer (https://x.com/Bitdeer) — Visited. Bio: "Bitcoin mining & AI Cloud," NASDAQ: $BTDR.
  • NEW AI Cloud business launch: Quote-tweeted @Bitdeer_AI — launch sandboxed AI agents with NVIDIA NemoClaw on Bitdeer AI Cloud, supporting NVIDIA-Nemotron-3-Super-120B and Moonshot Kimi-K2.5 (16h, 851 views). Source: https://x.com/Bitdeer/status/2042534121264812304
  • SealMiner A4 Series still pinned (Apr 7, 8K views). Full lineup: A4 Pro Air 336 TH/s / A4 Pro Hydro 680 TH/s / A4 Ultra Hydro 900 TH/s.

Marathon (MARA)

Riot (RIOT)

  • @RiotPlatforms (https://x.com/RiotPlatforms) — Visited.
  • No updates for 6+ weeks. Latest post Mar 3: FY2025 revenue $647.4M, 5,686 BTC mined (7K views).

CleanSpark (CLSK)

Hut 8 (HUT)

Core Scientific (CORZ)

Bitmain

  • @BITMAINtech (https://x.com/BITMAINtech) — Visited.
  • No new posts. ANTRACK mining+heating packages still latest (Apr 8): AR1901 $6,204 | AR1902 $11,804.

Strategy / Saylor

Strategy

Michael Saylor

Fundstrat / Tom Lee

Action Items Summary

URGENT

  • SSV ETH payment migration Testnet today (Apr 11): Mainnet date TBD. Confirm stakefish operations ready for migration. (Part 1)
  • SSV rewards distribution 2026-03 still not posted (32 days) — program may have ended, needs internal confirmation. (Part 1)
  • Foundry ZEC dual launch this Monday (Apr 14): 78K views teaser — ZEC mining pool + another product launching simultaneously. (Part 2)
  • Hormuz Strait shipping dropped ~50% post-ceasefire — Iran says will open strait after war; energy geopolitical risk evolving. (Part 1)

IMPORTANT

  • $STRC Day 2 liquidity exceeds Mag 7: Saylor's "$526M liquidity, closed at par" got 288K views; Phong Le confirms STRC liquidity/market cap ratio exceeds all Mag 7 common stocks. Saturn $40M TVL day-one. DeFi ecosystem expanding. (Part 3)
  • Tom Lee defines crypto as "wartime store of value" — recommends ETH/BMNR first, BTC/IBIT second; Joe Lubin "better than MicroStrategy" points to BITMINE model. (Part 3)
  • Mining companies accelerating AI pivot: MARA dual-track (Starwood hyperscale + Exaion private cloud) | Bitdeer NemoClaw AI Cloud | CleanSpark Ben Briggs "could have signed any number of AI deals" | industry narrative shifting from BTC mining to AI infrastructure. (Part 3)
  • BIP-110 narrative escalating: Luke Dashjr "BTC survival single-digit %" gets 22.5K views + mattkratter video surges from 5.3K to 12.2K views. (Part 1 & 2)
  • Kiln $800M+ yield milestone + $2.7B OmniVault — stakefish's strongest competitor expanding. (Part 2)
  • Hut 8 CEO heading to Washington this Sunday for Semafor AI compute policy. (Part 3)
  • Lido Poolside Institutional event Apr 23 (Credora/FalconX/Fireblocks) + Bitwise stVault operator application. (Part 1)

POSITIVE

  • IncomeSharks: BTC approaching year's most important technical diagonal — all asset correlations broken, DXY down/inflation up/metals down/stocks down but BTC up. (Part 1)
  • $MSTR is Amplified $BTC — Strategy's concise brand narrative gaining traction (31K views). (Part 3)
  • Morgan Stanley BTC ETF "best first day ever" — CleanSpark CEO amplifies. (Part 3)
  • Jito BAM structurally favoring Phoenix + Berlin builder villa + Blockworks Q1 IR quarterly covering Jito. (Part 1)
  • Bitcoin Optech #400 milestone | Core 31.0 RC group testing underway. (Part 1)
  • f2pool/stakefish sentiment clean: f2pool positive mentions (space trip + historic block), stakefish zero negatives. (Part 2)
  • Riot 6-week silence — lowest social presence among public miners, worth monitoring for internal changes. (Part 3)