Daily Report Part 1/3 — Market + Core Projects + BTC 2026-04-13

📈 Market Analyst Views

@IncomeSharks

• ✅ Visited. No new posts (latest Apr 10, weekend silence). BTC approaching year's most important diagonal + asset correlation breakdown https://x.com/IncomeSharks/status/2042643141787013566

@NoLimitGains

• ✅ Visited
• 🆕 🚨 Trump on Iran: "Every law in the book is being violated by them" (8h) https://x.com/NoLimitGains/status/2043354078500081761
• 🆕 🚨 Trump on China: supplying weapons to Iran = 50% tariffs (9h) https://x.com/NoLimitGains/status/2043346430794887636
• 🆕 🔥 Oil futures surge to $127/barrel (11h) https://x.com/NoLimitGains/status/2043318139291632042
• 🆕 Insiders dumping heavily, retail as exit liquidity (13h) https://x.com/NoLimitGains/status/2043280409576759618

🚗 Tesla $TSLA

• @yxinsights: Personal travel post, no signals | @DanBTC916: TD16 candle (locked). Pinned thesis: $TSLA to $400-$480

📋 Core Projects

Lido

• No new X posts. Forum: stETH/LDO Trade active | 🆕 User reports Airgap wallet cannot access Lido | Pier Two joins MAVAN (Bitmine subsidiary)

SSV Network

• ⚠️ ETH Payment Migration: Testnet live Apr 11 | Mainnet TBD
• 🔔 Rewards: 2026-03 rewards published Apr 11

Jito

• 🆕 Retweet buffalu (co-founder). Governance: 0 active proposals

ether.fi

• Dine Different: 15% food cashback (Apr 11). New Earn page (Apr 9, pinned)

₿ BTC Tracking

• 🔥 adam3us: "Institutional buying hasn't even started" — Morgan Stanley ($10T) already buying entire daily mined supply https://x.com/pete_rizzo_/status/2042973342307623203
• Saylor orange pill: MS ($10T) + Citi ($2T) + TD Bank ($2T) adopting BTC https://x.com/pete_rizzo_/status/2043238691745997025
• Austin Hill (Blockstream) criticizes NYT Satoshi article: stylometry is "pseudoscience" https://x.com/austinhill/status/2043242069020356849
• Bitcoin Core dev more decentralized than ever (adam3us retweet) https://x.com/JuanSGalt/status/2043020929953845300

Daily Report Part 2/3 — Competitors + Sentiment 2026-04-14

🏁 f2pool Competitors

@AntPoolofficial — No new posts in 48h

@ViaBTC — ⚠️ Limited view (logged-out). Yesterday: AI+mining poll (Apr 13, 230 views)

@SpiderPool_com — No new posts. Moscow Blockchain Forum today (4/14-15), Seven attending

@FoundryServices

• 🔴 ZEC Pool + Block Explorer launched today: ~30% ZEC hashrate, PPLNS model, institutional compliance + Zcashinfo.com explorer | 12h ago
• Launch tweet 94K views, 512 RT | Preview rose to 139K views (+6%)
• ZEC up 75% in 30 days | Coverage: Fortune/CoinDesk/Decrypt/CoinTelegraph

🏁 stakefish Competitors

• Kiln: No new posts. Bio: "$18B+ delegated across 30+ networks"
• Figment: HK Web3 Festival next week + ETH staking rewards deep dive + Eve Wealth Summit (4/21)
• P2P.org: Paris Blockchain Week on-site
• Everstake: Solana ATH 167M monthly token holders + Aptos/Tria integration + Banxe USDC Vault

🔴 Sentiment

• f2pool 🟢: No new negatives. Trustpilot 2.7 (ongoing). Impersonation @f2_pool still active
• stakefish 🟢: No new negatives. Trofimchuck lawsuit ongoing (not new)

🚨 OP_RETURN / Spam

• BIP-110 node share breaks 2% (CryptoNews)
• Luke Dashjr: OCEAN DATUM consecutive blocks 16.9K views (+345%)
• GrassFedBitcoin renamed to Mechanic #BIP-110

Daily Report Part 3/3 — Key Companies 2026-04-14

🏢 Listed Mining Companies

Bitdeer (BTDR)

• 27.4K followers. SealMiner A4 Series triple launch (Apr 7-8): Flagship A4 Ultra Hydro 886 TH/s @ 9.45 J/TH
• BTC Weekly (Apr 4): Holdings: 0 BTC — second consecutive week zero-holding, 149.7 BTC produced and fully sold
• NVIDIA OpenShell official inference provider (Apr 6). Silent since Apr 10

Marathon (MARA)

• 82.1K followers. NGON gas-to-power expansion to 50MW (Mar 31, 55K views). $1B convertible note repurchase: ~30% debt reduction (Mar 26, 371K views). Silent since Mar 31 (2+ weeks)

Riot (RIOT)

• 54.4K followers. 10+ weeks without updates. Latest: Feb 4 internship, Jan AMD lease

CleanSpark (CLSK)

• 35.6K followers. Bio: 13,561 BTC | 1.8 GW. Ben Briggs interview 26K views (+4%). GaryVec AI demand 12K views (+9%). Mar ops: ~1,800 BTC/quarter, +11% hashrate. AIM Summit London Gold Sponsor

Hut 8 (HUT)

• 50K followers. ~7 weeks silent. Latest: Feb 26 FY2025 earnings. Google River Bend $7B AI lease (Dec 2025)

Core Scientific (CORZ)

• 21.1K followers. ~3 weeks silent. Latest: Mar 27 AI factory build thread. NVIDIA GTC (Mar 17-19)

Bitmain

• 112.9K followers. 5+ weeks silent. Latest: Mar 5 Bitmars NA ambassador. Feb: S23e U2H Hydro 865T @ 10J/T

💼 Strategy / Saylor

Strategy

• 152.2K followers. Silent since Apr 7. YTD 2026: 2.2x natural BTC supply, Yield 3.7%, Gain ₿24,675 (~$1.7B). Total: 766,970 BTC. $21B+$21B ATM programs (581K views)

Michael Saylor

• 🔥🔥🔥 TODAY: Acquired 13,927 BTC ($1.00B, avg $71,902), total 780,897 BTC ($59.02B), BTC Yield 5.6% YTD — 1.3M views, 19K likes
• 🔥🔥 First Bankless interview: "Fix the Money, Fix the World" — BTC to $21M, "8% bank account for 1B people" (combined 591K views)
• 🔥 Breakeven ARR ~2.05% rose to 860K views (+91%) — "covers dividends indefinitely"
• "Think Bigger" 687K views (+21%) | "Be Different" 300K views (+13%) | "Bitcoin works in space" 350K views
• Retweet 0xTindorr: STRC as "biggest DeFi revival catalyst" (79K views)

📈 Fundstrat / Tom Lee

• 593.5K followers
• 🔥 Iran offers 5-year enrichment suspension, Trump rejects (wants 20 years) — 400K views (Al Jazeera Breaking)
• 🔥 ETH up 17.4% since Iran conflict, outperforming S&P 500 by 1830bps, gold by 2743bps (Mike Alfred, 78K views)
• Market view: Defense spending offsetting oil shock — if Iran risk eases, stocks rally fast (106K views)
• 🔥 BMNR: 3,334,637 staked ETH ($7.4B), annualized rewards $310M (89K views)
• Ryan Detrick: 7-day streak >7% — only 3 times in 30 years, worst 6-month return +19%
• US Iran blockade underway: 15+ warships, no deal

⚡ Action Items

🔴 Urgent

• Saylor $1B BTC purchase today (13,927 BTC), total 780,897 BTC — pace accelerating (4,871→13,927 week-over-week), $STRC funded
• Iran 5-year enrichment offer rejected — 15+ warship blockade, oil pressure, but defense spending offset
• Foundry ZEC dual launch: ~30% hashrate, ZEC +75% in 30d

🟡 Important

• Saylor Bankless debut: "BTC to $21M" + "8% account for 1B people" — 591K views, global inclusion narrative
• Tom Lee pivoting to ETH: ETH +17.4% vs everything, BMNR $310M annualized staking rewards
• Breakeven ARR post doubled (451K→860K) — "2.05% covers all dividends" as new narrative anchor
• MARA 2+ weeks silent — watch for major announcement
• Riot 10+ weeks silent — lowest social presence among listed miners

🟢 Positive

• Ryan Detrick: 7-day +7% streak historically → +19% minimum in 6 months
• CleanSpark: ~1,800 BTC/quarter, +11% hashrate, AIM Summit London
• Bitdeer SealMiner A4: Flagship 886 TH/s @ 9.45 J/TH — top-tier efficiency
• Strategy: $42B ATM capacity ready
• f2pool/stakefish: Zero new negatives

Executive Summary

Key Takeaways:

1. 🔥🔥🔥 Saylor $1B BTC purchase → 780,897 total ($59.02B), 5.6% Yield YTD, $STRC funded, pace accelerating
2. 🔥🔥 Bankless debut: "BTC to $21M" + financial inclusion for 1B people — 591K views
3. 🔥🔥 Breakeven ARR post doubled to 860K views — new narrative anchor
4. 🔥 Iran deadlock: 5-year offer rejected, 15+ warship blockade, defense spending offset
5. 🔥 Tom Lee: ETH +17.4% crushing everything, BMNR 3.3M staked ETH @ $310M/yr
6. 🟡 MARA/Riot/Hut 8 — three major miners collectively silent on social
7. 🟢 CleanSpark solid (1,800 BTC/Q, +11% hashrate) | Bitdeer A4 Ultra 886 TH/s @ 9.45 J/TH