🆕 Bull-Bear Washout Thesis: "Bulls aren't going to take profits here, bears are being forced out of shorts. Sideliners probably get pushed back into the markets here soon" — referencing his own Apr 1 dip-then-rally script (16h) https://x.com/IncomeSharks
🆕 Q1 was "objectively one of the more difficult quarters to trade" (15h)
@NoLimitGains
✅ Visited: https://x.com/NoLimitGains
🆕 🔥 Historic Market Illiquidity: "The stock market has never been this illiquid in history" — $127T global market cap, Buffett Indicator 232% ATH (2h) https://x.com/NoLimitGains
🆕 Liquidity ratio 6:1 to 8:1: Only $125K-$167K counterparty per $1M invested, "uncharted territory" (1h)
🆕 Volume-price divergence: "Volume is declining as price rises." (12h)
🚗 Tesla $TSLA
@yxinsights
✅ Visited: https://x.com/yxinsights
🆕 TSLA bounced but not broken out: "Four consecutive green candles. But nothing has really changed yet. Price still below key resistance trendline" (17h)
🆕 ETH fair value $3000-3500 based on BTC/Nasdaq regression; bull case to $10K (17h)
🆕 Cross-asset correlation compression: stocks, credit, crypto moving together; USD & oil inverse — "macro is in control" (19h)
🆕 ML signals 4/15: ETH flipped Short, SPY remains Short (4h)
Forum (active): 🆕 No Drama DAO on-chain governance | 🆕 LIP-28 Dual Governance (17 replies) | 🆕 Accounting Oracle Second Opinion | 🆕 StereumLabs AI node monitoring | Security: batch Immunefi disclosures (no fund risk)
🆕 🔥 Rebecca Rettig on Bloomberg: "SEC is going to be very motivated to codify guidance into actual rules...very hard to reverse rules" (12h) https://x.com/jito_sol
🆕 SEC 4/13 guidance: Non-custodial frontends/wallets trading tokenized securities need not register as broker (12h)
🆕 🔥 Blockworks Q1 2026 Solana Report: "JitoBAM saw a 155% increase in stake, representing 28% of stake at quarter end" | Solana 41% on-chain spot trading share (18h)
🆕 🔥 Presidio Bitcoin Quantum Readiness Paper v1.0: Comprehensive BTC quantum risk review — adam3us/Shinobi/benthecarman all discussing. "CRQCs still an 'if,' not a 'when'"
🆕 Optech Newsletter #400 Live Show: Bitcoin Core 31.0 RC testing, Core #33908, Eclair #3283, LDK #4529
BRCA bill political risk continues: "No market structure bill without BRCA" (Apr 11)
OCEAN DATUM consecutive blocks (Apr 12)
Per-Person Tweet Highlights
@pwuille: No recent content
@TheBlueMatt: Retweets on BRCA + Satoshi stylometry criticism + AI model lock-in concerns
@adam3us: 🆕 Presidio quantum paper retweet + "developers ARE doing quantum prep"
@bitcoinoptech: 🆕 Newsletter #400 Live Show (15h)
@LukeDashjr: OCEAN DATUM blocks + BitcoinDay "single-digit % chance of surviving"
@peterktodd: AI robots + Ukraine war retweets, no BTC technical posts
⚙️ Solana SIMD Governance
21 open PRs. Most active: SIMD-0177 (121 comments), SIMD-0363 (75 comments), SIMD-0503 (50 comments)
🆕 #517: Clarify TXV1 accounts data size and heap treatment
Daily Report Part 2/3 — Competitors + Sentiment 2026-04-15
🏁 f2pool Competitors
@AntPoolofficial
No new posts in 48h. Latest: Apr 2 cloud hashrate upgrade $19.9
🆕 Digital Power Network panel: Elizabeth Duchek — "BTC mining builds essential power infrastructure to accelerate American AI development" (8h, 1.2K views)
🔥🔥🔥 $STRC liquidity milestone: "$1.56 billion of liquidity. One-cent market. Closed at par." (14h, 416K views, 856 RT, 9.2K likes)
🔥🔥 "It's all about the Sharpe. $STRC" (17h, 232K views, 616 RT, 5.8K likes)
🔥 Retweet Adam Livingston: "SAYLOR HAS WON: THE BITCOIN SINGULARITY IS HERE" — raised more in one trading day than entire annual dividend obligation (13h, 168K views)
Pinned: "stocks higher on bad news" — market bottom confirmed (Apr 9, 129K views)
⚡ Action Items Summary
🔴 Urgent
$STRC record day $1.1B volume + Saylor "$1.56B liquidity closed at par" — Strategy digital credit product enters liquidity explosion phase; one trading day raised more than annual dividend. Saylor pinned "four-year cycle is dead" at 2.3M views
SpiderPool NAT joint mining launch (41K views): BTC+DMT-NAT dual rewards, community calling on f2pool to follow — direct competitive threat requiring response evaluation. Source: Part 2