2026-04-16 · English Report

Daily Report Part 1/3 — Market + Core Projects + BTC 2026-04-16

📈 Market Analyst Views

@IncomeSharks

  • ✅Visited: https://x.com/IncomeSharks
  • 🆕 BTC $83K gap prediction: "Liking that gap at $83k for Bitcoin by end of month. Right in time for May for a correction" (6h) https://x.com/IncomeSharks
  • 🆕 Crypto retest still likely: "Bears probably want higher to short, bulls want it to try and prove a bottom" (5h)
  • 🆕 $LMT head-and-shoulders forming: War stocks acting as if peace is coming (5h) | $USAR rare earth concept $30-50 target (6h)

@NoLimitGains

  • ✅Visited: https://x.com/NoLimitGains
  • 🆕 🔥 Insiders keep selling: "Only one buy out of the top 60 insider transactions. It makes you wonder who's buying and providing them with exit liquidity" (9h) https://x.com/NoLimitGains
  • 🆕 AI bubble warning: Shoe brand pivots to AI, stock up 850%, "I'm having flashbacks" (8h)
  • 🆕 VIX: "Holy shit, it's above 40 right now" (6h)

🚗 Tesla $TSLA

@yxinsights

  • ✅Visited: https://x.com/yxinsights
  • 🆕 TSLA pre-market breakout?: "$TSLA is ripping higher. Pre-earnings breakout?" (9h) https://x.com/yxinsights
  • 🆕 SPY volatility rising warning: Realized vol rising with price — similar to Mar 2025, which led to lower lows (8h)
  • 🆕 BTC leading gold by 22%: Since early March $IBIT $GLD (8h) | Cybersecurity $ZS essential in AI era (8h)

@DanBTC916

  • ✅Visited: https://x.com/DanBTC916 (mostly subscription-locked)
  • 🆕 🔥 TSLA reclaims Musk's $389.28 buy price: "very strong volume" (1h) https://x.com/DanBTC916
  • 🆕 Q1 2026 pre-earnings rally: Expecting Wyckoff Accumulation, "plenty of shakeouts and wild emotions" (9h)
  • 🆕 "Today was the most impressive $TSLA rally so far" (59m, locked) | trim calls and LEAPs into rally (9h)
  • Pinned thesis unchanged: $TSLA $400-$480 by end of 2025

📋 Core Project Updates

Lido

  • ✅Visited: https://x.com/LidoFinance + https://research.lido.fi
  • 🆕 🔥 Lido Day Cannes 2026: Full-day event — core contributors, node operators, institutional teams discussing ETH staking future (10h) https://x.com/LidoFinance
  • 🆕 Fireside chat: IsdrsP, d_gusakov, sasha__gusakova, KimonSh, penzjun on Lido's present and future (10h)
  • vaults.fyi: EarnETH "yield on yield" metric — wstETH overlay yield showcase (4h repost)
  • Forum (active):
    • 🆕 Lido CSM Dashboard (6h, 28 replies, 870 views, high activity)
    • No Drama DAO: Snapshot-mirrors Aragon full on-chain governance (10h, 10 replies)
    • 🆕 SenseiNode/Pro Delegators/FP Validated: 3 new stVault Node Operator Admissions (12-15h)
    • LIP-28 Dual Governance (15h, 17 replies, 1.3K views) | GOOSE-2025 Final Report (12h, 7 replies)
    • 🆕 High Signal: Confirming Lido forum accounts (16h, 126 replies, 1.8K views, ⚠️very high activity)

SSV Network

  • ✅Visited: https://x.com/ssv_network + https://forum.ssv.network
  • Community Call Thursday: Discord 12:00-12:30 UTC (pinned Apr 15, same as yesterday) https://x.com/ssv_network
  • ETHCapital Seoul sponsorship (Apr 14 same) | Staking Mainnet economic model update (Apr 14)
  • ⚠️ ETH payment migration urgent: Forum pinned ACT NOW unchanged — SSV deposits closing, only path is ETH payment migration
  • 🔔 Rewards distribution: IMP last updated 2025-03-16 (EridianAlpha), 46 replies/6.4K views, no new distribution

Jito

  • ✅Visited: https://x.com/jito_sol + https://gov.jito.network
  • 🆕 🔥 PropAMMs narrative: Citing Jump Crypto — "onchain can't compete on execution is becoming outdated", PropAMMs on Solana proving permissionless can win (5h) https://x.com/jito_sol
  • 🆕 BAM Builder Series #2: Aphelion Trading: Solana market-making landscape discussion, ep4 tomorrow (51m)
  • 🆕 Prop AMMs infrastructure article: Building tighter spreads and competitive execution quality for market makers (8h)
  • Q2 product preview "infrastructure layer monetizable" (pinned Apr 1)

ether.fi

  • ✅Visited: https://x.com/ether_fi
  • 🆕 🔥 OP Mainnet migration complete: 70K+ active cards, 300K+ accounts, $220M+ TVL now on Optimism (11h) https://x.com/ether_fi
  • 🆕 🔥 $3B ETH committed to ETHGAS: Building Ethereum blockspace forward market — "validators need predictable income, institutions need execution certainty" (4h)

₿ BTC Tracking

Key Highlights

  • 🆕 🔥 BIP54 Signet live demo: b10c measures slow-validation blocks, median node verification slowed 160x (176ms→20s) — fanquake repost emphasizes BIP54 fix necessity, adam3us amplifies
  • 🆕 🔥 Blockstream three post-quantum advances: Simplicity deploying new cryptography | SHRINCS produces 324-byte signatures (SHA-256 only) | SHRIMPS for hardware wallet PQ signatures. First PQ transaction confirmed on Liquid March 2026
  • 🆕 OCEAN DATUM expansion: 14 entities now building own block templates on Ocean (Sodium stats)
  • 📌 BRCA bill political risk persists: "No market structure bill without BRCA" (TheBlueMatt/valkenburgh, Apr 11 same)

Per-Account Tweet Highlights

  • @pwuille: ✅Visited. No posts, page shows "hasn't posted" https://x.com/pwuille
  • @TheBlueMatt: ✅Visited. No new content. RTs: Austin Hill stylometry is pseudoscience (Apr 12) | Frank Corva BRCA targeted by politicians (Apr 11) | valkenburgh "No market structure bill without BRCA" (Apr 11)
  • @adam3us: ✅Visited. 🆕 RT Cointelegraph: LONGITUDE Paris — "scale Bitcoin to next billion users" (7h) | 🆕 RT fanquake/b10c: BIP54 Signet slow-validation demo (9h) | 🆕 RT Blockstream: three PQ advances (10h) | RT Rocio: Paris Blockchain Week (4h)
  • @bitcoinoptech: ✅Visited. Newsletter #400 Live Show (Apr 15) — Julian Moik discusses Bitcoin Core 31.0 RC + Core #33908 + Eclair #3283 + LDK #4529 https://x.com/bitcoinoptech
  • @LukeDashjr: ✅Visited. 🆕 RT Sodium/BIP-110: 14 entities now building own block templates on Ocean (13h) https://x.com/LukeDashjr | OCEAN DATUM consecutive blocks (Apr 12 same)
  • @peterktodd: ✅Visited. No BTC technical posts. Education/gifted course discussion (3h) https://x.com/peterktodd

⚙️ Solana SIMD Governance

Merged PRs (no new merges, same as yesterday)

  • SIMD-0430 Loader V3 Relax Buffer | SIMD-0406 Update | SIMD-0194 Deprecate Rent Exemption | SIMD-0458 Stop Static SimpleVote Cost | SIMD-0457 amend SIMD-0387 | SIMD-0464 Vote Account Initialize V2 | SIMD-0512 Sha512 Syscall | SIMD-0504 Stricter Shred Validation

Active Open PRs (21 open)

  • SIMD-0186: Define fee-only semantics (#514, 13 comments)
  • SIMD-0500: Disable deployment of SBPF-v0/v1/v2 (#500, 13 comments)
  • SIMD-0461: Falcon signature verification syscall (#461, 18 comments)
  • SIMD-0363: Simple Alpenglow Clock (#363, 75 comments)
  • SIMD-0177: Program Runtime ABI v2 (#177, 121 comments, most active)
  • SIMD-0503: Static Sysvars (#503, 50 comments)

Daily Report Part 2/3 — Competitors + Sentiment 2026-04-16

🏁 f2pool Competitors

@AntPoolofficial

  • No new tweets in 48h. Latest: Apr 2 cloud mining upgrade from $19.9 | Mar 10 20-millionth BTC
  • Pinned: SOC 1 Type II & SOC 2 Type II certification (Jan 20)

@ViaBTC

  • DOGE/Scrypt mining promotion: Encouraging miners to showcase LTC+DOGE merged mining rigs, "small gains add up over time" (138 views) | 6h ago
  • "Price up, Difficulty down" mining window thesis (continued): rose to 468 views | Apr 14

@SpiderPool_com

  • 🔴 NAT joint mining continues to explode: BTC + DMT-NAT dual rewards post surged to 104K views, 126 replies, 264 RT, 1.2K likes (21h ago), miners migrating from Foundry to SpiderPool, multiple users tagging @f2pool @ViaBTC @FoundryServices urging them to follow | 21h ago

@FoundryServices

  • ZEC mining pool launch post growing: rose to 116K views (114K yesterday), 179 likes, 557 RT, now ~30% of ZEC network hashrate | Apr 13
  • Original announcement 248K views, 667 RT | Mar 11

🏁 stakefish Competitors

@Kiln_finance

  • TON Catchain 2.0 upgrade: Sub-second finality, promoting TON staking (410 views) | Apr 14
  • ETH validator March performance report: Zero slashing events (544 views) | Apr 13

@Figment_io

  • Q1 2026 Solana validator report: 6.93% SRR, 99.4% vote efficiency (282 views) | 4h ago
  • Q1 2026 ETH validator report: 2.92% SRR, 99.9% participation, 0 slashing (317 views) | 6h ago
  • ETH staking rewards layered explainer: CL 90-93% predictable + EL captures priority fees (424 views) | Apr 14

@P2Pvalidator

  • DeFi Vault conflict-of-interest deep dive: Institutional governance framework vs retail DeFi architecture contradictions (207 views) | 10h ago
  • Paris Blockchain Week dinner recap: Co-hosted "The Circle - Paris Edition" with @sygnumofficial (255 views) | 17h ago

@everstake_pool

  • Cardano developer ecosystem dominance thread: Repos ~1.9x, Stars ~1.8x ahead, "most underestimated ecosystem" (580 views) | 8h ago
  • Monad network scale showcase: 200 validators, 30 countries, 58 cities (827 views) | 12h ago

🔴 f2pool & stakefish Sentiment

f2pool 🟢

  • No new security incidents, lawsuits, hacks, or major negatives in 48h
  • X search: miners tagging f2pool under SpiderPool NAT announcement urging follow-up (neutral) + hashrate distribution discussions (Foundry ~30%, AntPool ~20%, F2Pool ~11%)
  • Impersonation account @f2_pool still active (ongoing)

stakefish 🟢

  • Lido council address rotation confirmed (Apr 7) + Lido Oracle set address rotation confirmed (Mar 31) — routine ops
  • No new negative mentions in 48h

🚨 OP_RETURN / Spam Monitoring

@CunyRenaud

  • Mining concentration report spreading: Foundry 32%, Top 5 = 78%, entity-adjusted ~90%, rose to 2.6K views (2.1K yesterday) | Apr 14
  • BIP-110 signaling block: Block 944,981 by OCEAN (234 Alberta) signaling BIP-110 (2.6K views) | Apr 14

@GrassFedBitcoin (now "Mechanic #BIP-110")

  • BIP-361 quantum freeze proposal strong opposition: "forcing Satoshi to choose between proving alive or lose access...Eject these fools" (6.5K views) | 3h ago
  • DATUM rental hashrate defense continues: RT @BitcoinMonk21 economic incentive argument ($0.30+/kWh self-purchase vs rental) (3K views) | 10h ago
  • RT OCEAN CCO Nacho on SimplyBitcoin: "giving control back to the miner" (2.4K views) | 12h ago

Daily Report Part 3/3 — Key Companies 2026-04-16

🏢 Mining Public Companies

Bitdeer (BTDR)

  • @Bitdeer (https://x.com/Bitdeer) ✅Visited. Bio: "Bitcoin mining & AI Cloud", NASDAQ: $BTDR. 27.4K followers.
  • 🆕 🔥 March 2026 Operations Update (14h, 2.9K views): Self-mining hashrate 69.5 EH/s (+504% YoY), mined 661 BTC (+480% YoY) | SealMiner A4 series launched (~9.45 J/T) | AI Cloud ARR ~$43M (+105% MoM), AI agent workload demand growing. Source: https://x.com/Bitdeer
  • Digital Power Network panel (23h, 1.6K views): Elizabeth Duchek — "BTC mining builds essential power infrastructure for AI development". Source: https://x.com/Bitdeer
  • BTC Weekly Update (Apr 11, 2.8K views): BTC Holdings: 0 | Output: 165.0 BTC | Sold: 165.0 | Net Added: 0 — third consecutive week zero holdings, full sell-through. Source: https://x.com/Bitdeer

Marathon (MARA)

  • @MARA (https://x.com/MARA) ✅Visited. Bio: "Energy. Bitcoin. AI." 82.2K followers.
  • No new posts (latest Apr 14 Bitcoin Conference). Same as yesterday:
  • Bitcoin Conference lineup (Apr 14, 17K views): CEO fgthiel + CFO SalKhan + JaysonBrowder + Nir Rikovitch, Las Vegas 4/27-29. Source: https://x.com/MARA
  • AI dual-channel strategy (Apr 10, 34K views): Starwood hyperscale + Exaion private cloud. Source: https://x.com/MARA

Riot (RIOT)

CleanSpark (CLSK)

  • @CleanSpark_Inc (https://x.com/CleanSpark_Inc) ✅Visited. Bio: 13,561 BTC | 1.8 GW. 35.6K followers.
  • 🆕 🔥 CEO Schultz Washington DC policy lobbying (2h, 2.3K views): Dinner with Senator Hagerty | Speaker Johnson's balcony | Meeting with Rep. Hageman — "The future looks great!". Source: https://x.com/smatthewschultz
  • 🆕 Schultz intensive Capitol Hill visits (4h, 3.9K views): Multiple Hill meetings + "quick stock tips… $clsk". Source: https://x.com/smatthewschultz
  • CEO Schultz Duke University study citation (Apr 14, 17K views): BTC mining "interruptibility" paired with AI/HPC is "absolute no brainer". Source: https://x.com/smatthewschultz
  • VP Harry Sudock portfolio details (Apr 13, 8.8K views): Sandersville 250MW | Sealy 285MW | Brazoria 300→600MW — latter two acquired specifically for AI/HPC. Source: https://x.com/harry_sudock

Hut 8 (HUT)

  • @Hut8Corp (https://x.com/Hut8Corp) ✅Visited. 50K followers. Followed by Eric Trump.
  • No new posts (latest Apr 7 same as yesterday).
  • VP Chris Vickery power bottleneck thesis (Apr 7, 2.9K views). Source: https://x.com/Hut8Corp
  • CEO Genoot heading to Washington for Semafor AI infrastructure event (Apr 3, 6K views). Source: https://x.com/Hut8Corp

Core Scientific (CORZ)

Bitmain

💼 Strategy / Saylor

Strategy

  • @Strategy (https://x.com/Strategy) ✅Visited. 152.5K followers.
  • 🆕 $STRC nonprofit promotion (1h, 13K views): Citing Bitcoin Scholars Fund — "$STRC is for everyone, including nonprofits". Source: https://x.com/Strategy
  • 🔥🔥 $STRC record trading day (Apr 14, 252K views): $1.1B daily volume, +46.5% all-time high. Source: https://x.com/Strategy
  • Q1 2026 earnings call announcement: May 5, 5 PM ET, Zoom/X/YouTube livestream (24K views). Source: https://x.com/Strategy

Michael Saylor

  • @saylor (https://x.com/saylor) ✅Visited. 4.9M followers.
  • 🆕 🔥🔥🔥 BTC Gain milestone (11h, 219K views, 843 RT, 7K likes): "Strategy has generated ₿17,585 of BTC Gain in the first two weeks of April, worth ~$1.3 billion. BTC Gain is the closest analog to Net Income on the Bitcoin Standard." Source: https://x.com/saylor
  • 🆕 🔥 Apyx holds $100M STRC (10h, 74K views): 1,000,000 shares on-chain — "Onchain digital credit yield is taking over stablecoins & DeFi". Source: https://x.com/apyx_fi
  • 🆕 Saturn DeFi STRC tokenization (9h, 77K views): @edge_pod interview — Saturn tokenizing Saylor's 11.5% $STRC BTC-backed yield for DeFi. Source: https://x.com/DeFi_Dad
  • 🔥 "$1.56 billion of liquidity. One-cent market. Closed at par. $STRC" (Apr 15, 494K views, 1.2K RT, 10K likes). Source: https://x.com/saylor
  • Pinned: "Bitcoin has won. The four-year cycle is dead." (Apr 4, 2.3M views). Source: https://x.com/saylor

📈 Fundstrat / Tom Lee

  • @fundstrat (https://x.com/fundstrat) ✅Visited. 594K followers.
  • 🆕 🔥🔥 S&P 500 new ATH + CNBC bullish call (pinned 2h, 48K views): S&P breaks 7,000 ATH, Tom Lee on CNBC Closing Bell — "investors remain skeptical and sidelined", leaders: crypto $ETH $BTC $BMNR + MAG7/software $MAGS $IGV. Source: https://x.com/fundstrat
  • 🆕 CNBC Closing Bell repost (5h, 76K views): Tom Lee says "Stock market is in better position now than the all-time highs earlier this year". Source: https://x.com/CNBCClosingBell
  • 🆕 S&P 500 back above 7,000 (7h, 50K views): Citing Apr 9 "market bottom is in" CNBC segment. Source: https://x.com/fundstrat

⚡ Action Items Summary

🔴 Urgent

  • Saylor ₿17,585 BTC Gain (~$1.3B) in first two weeks of April — Strategy digital credit entering full production phase, $STRC DeFi ecosystem accelerating (Apyx $100M on-chain + Saturn tokenization), $1.1B record daily volume
  • SpiderPool NAT joint mining viral explosion (104K views doubled from yesterday, miners leaving Foundry): Multiple users tagging f2pool urging follow-up — direct competitive threat requiring response assessment. Source: Part 2
  • S&P 500 ATH at 7,000 but insiders only 1 buy in top 60 (NoLimitGains): Tom Lee extremely bullish vs VIX>40 + massive insider selling — contradictory signals warrant caution. Source: Part 1

🟡 Important

  • Bitdeer March ops data exceeds expectations: 69.5 EH/s (+504% YoY), 661 BTC monthly (+480% YoY), AI Cloud ARR $43M (+105% MoM) — but still zero BTC holdings, full sell-through
  • CleanSpark CEO intensive Washington DC lobbying: Senator Hagerty + Speaker Johnson + Rep. Hageman — mining industry policy influence rising
  • Tom Lee CNBC bullish on crypto: $ETH $BTC $BMNR listed as leaders, S&P 7,000 endorsement
  • Figment Q1 dual quarterly reports: SOL 6.93% SRR + ETH 2.92% SRR, stakefish needs to monitor content competitiveness. Source: Part 2
  • ether.fi dual major news: OP Mainnet $220M TVL + $3B ETH committed to ETHGAS. Source: Part 1
  • BIP54 Signet live demo + Blockstream three PQ advances. Source: Part 1

🟢 Positive

  • Strategy 780,897 BTC + Q1 earnings 5/5 | $STRC nonprofit ecosystem expansion
  • MARA Bitcoin Conference 4-person lineup 4/27-29 + AI dual-channel strategy ongoing
  • Jito PropAMMs narrative + BAM Builder Series continuing. Source: Part 1
  • Lido Day Cannes 2026 full-day institutional event + forum high activity. Source: Part 1
  • f2pool/stakefish sentiment 🟢: Zero new negatives. Source: Part 2
  • Riot 7+ weeks silent | Hut 8 no new posts | Bitmain 1+ week no posts — competitor activity at low point