Daily Report

中文 / English · market intelligence archive

Public web edition
2026-04-20 · English Report

Daily Report Part 1/3 — Market + Core Projects + BTC 2026-04-20

📈 Market Analyst Views

@IncomeSharks

  • No new posts in 48h (latest Apr 18); continuing prior thesis: S&P at ATH but consumer confidence at historic lows, charts already pricing in conflict and resolution

@NoLimitGains

🚗 Tesla $TSLA

@yxinsights (Yimin X)

@DanBTC916 (Dan)

📋 Core Project Updates

Lido (@LidoFinance)

Lido Forum Hot Topics:

  • ⚠️ Potential losses to EarnETH in connection with rsETH incident (5h, new post)
  • Proposal: Transition the LNOSG into the CMC (44m active, 21 replies)
  • Chorus One Joins Bitwise (3d, new post)
  • Community Staking Module (199 replies, 3d)
  • Oracle set expansion proposal (81 replies, 3d)
  • Lido V3 design & implementation proposal (24 replies, 3d)
  • A41 node operator announces exit and requests DAO vote (3d)

SSV Network (@ssv_network)

SSV Forum Hot Topics:

  • ⚠️ ETH-denominated payment transition: ACT NOW — SSV top-up closing, sole migration path to ETH payments. Testnet live, Mainnet TBA
  • DIP-52: SSV Network Asset Management Policy (2h, new proposal)
  • SSV Labs Marketing monthly report (6d)

🔔 SSV Revenue Distribution Monitor: Last distribution 2025-03-16 (EridianAlpha), 46 replies/6.4K views, no new distribution

Jito (@jito_sol)

Jito Governance (gov.jito.network):

  • 83 total proposals, StakeNet Bug fix completed (19 days ago), no new proposals

ether.fi (@ether_fi)

₿ BTC Dedicated Tracking

@pwuille (Pieter Wuille)

  • Only 2 posts visible, no new public content in 48h

@TheBlueMatt (Matt Corallo)

@adam3us (Adam Back)

@bitcoinoptech (Bitcoin Optech)

@LukeDashjr (Luke Dashjr)

@peterktodd (Peter Todd)

  • No new Bitcoin technical content in 48h, mainly political/social commentary RTs

Bitcoin Core releases (GitHub):

  • Latest: v30.2 (Latest), v29.3, v28.4
  • No new releases

⚙️ Solana SIMD Governance

Merged PRs (207 Total):

  • SIMD-0437: Incremental Reduction of lamports_per_byte to 696 (#437, 34 comments, newly merged)
  • SIMD-0432: Loader V3 Reclaim Closed Program (#432, 34 comments)
  • SIMD-0430: Loader V3 Relax Buffer Constraints (#430, 43 comments)
  • SIMD-0194: Deprecate Rent Exemption (#194, 18 comments)
  • SIMD-0458: Stop Static SimpleVote Cost (#458, 22 comments)
  • SIMD-0512: Sha512 Syscall (#512, 23 comments)

Open PRs: 21 pending review

  • SIMD-0177 Program Runtime ABI v2 (#177, 121 comments, most active)
  • SIMD-0363 Simple Alpenglow Clock (#363, 75 comments)
  • SIMD-0503 Static Sysvars (#503, 50 comments)
  • SIMD-0319 Remove Accounts is_executable Flag (#319, 36 comments)
  • SIMD-0389 Reduce Account Creation Cost (#389, 32 comments)

Daily Report Part 2/3 — Competitors + Sentiment 2026-04-20

🏁 f2pool Competitors

1. @AntPoolofficial

2. @ViaBTC

3. @SpiderPool_com

4. @FoundryServices

🏁 stakefish Competitors

5. @Kiln_finance

6. @Figment_io

7. @P2Pvalidator (P2P.org)

8. @everstake_pool

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

🟡 Moderate — NAT community continues tagging + Chun Wang DeFi exposure tracked, but no security/legal incidents

Key news:

No new events found for f2pool lawsuit / hack / scam / switch from f2pool (search results all from 2025 or earlier).

stakefish Sentiment

🟢 Positive/Neutral — No negative events

Main activity: stakefish latest post remains Lido council address rotation confirmation (Apr 7) https://x.com/stakefish/status/2041526695866323442, routine operations, no new posts in 13 days.

No new events found for stakefish SEC / down / hack (search results only show 2025 SUI/Cetus voting old news, not new events).

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (Renaud Cuny)

10. @LukeDashjr (Luke Dashjr)

11. @peterktodd (Peter Todd)

12. @GrassFedBitcoin (Mechanic #BIP-110)

OP_RETURN Summary

  • BIP-110 node scale questioned: Eli Nagar independently crawled 115,000 nodes, questioning whether Bitnodes' 23,000 underestimates Knots share — if true, BIP-110 actual coverage may be higher than public data suggests
  • Spam fee argument rebutted: GrassFedBitcoin directly points out "normal tx fees will outprice spam" prediction has not materialized, combined with CunyRenaud's 44% blockspace / 0.6% fee data forming closed-loop argument
  • DATUM ecosystem continues expanding: OCEAN template entities grow to 14, hashrate rental blog spreading, GrassFedBitcoin actively legitimizing rental model
  • Peter Todd recently silent: No OP_RETURN / spam statements, content shifted to political/cultural commentary

Daily Report Part 3/3 — Key Companies 2026-04-20

🏢 Mining Public Companies

Bitdeer (BTDR)

  • 🔥 Today — SealMiner A4 Ultra Hydro achieves 1 PH/s: High-Performance Mode enables single-unit 1 PH/s hashrate milestone https://x.com/Bitdeer/status/2046080916465021404
  • AI Cloud promo (Apr 19): Bitdeer AI Cloud supports AI agent production deployment, emphasizing security and scalability, paired with @Bitdeer_AI OpenClaw adoption growth narrative https://x.com/Bitdeer/status/2045799246918742203
  • BTC Weekly (Apr 17 data): Produced 177.0 BTC, all sold, net +0 BTC — full-sell strategy unchanged https://x.com/Bitdeer/status/2045351738925101384
  • Pinned: SealMiner A4 Series (Apr 7), flagship A4 Ultra Hydro 900 TH/s @ 9.45 J/TH
  • Note: Account is @Bitdeer (migrated from @BitdeerOfficial). 1 PH/s is today's only hard data news

Marathon (MARA)

  • No new posts (latest Apr 16, 4 days ago): CEO Fred Thiel confirmed 4/27 BTC2026 Nakamoto Stage keynote "Powering The Future Economy - How HPC + Bitcoin Mining Changes Energy Markets" https://x.com/MARA/status/2044799654592741436
  • BTC2026 multi-speaker lineup (Apr 14): Thiel + CFO Sal Khan + Jayson Browder + Nir Rikovitch, covering energy/policy/AI infra/capital allocation https://x.com/MARA/status/2043806717423620496
  • AI dual-track strategy reiterated (Apr 10): Starwood hyperscale + Exaion private cloud, no new progress data https://x.com/MARA/status/2042604881668706658
  • Note: All content is BTC2026 pre-event warmup and narrative building, no new production/financial data

Riot (RIOT)

  • ⚠️ Low activity: Latest post Mar 3 (48+ days ago), FY2025 earnings ($647.4M annual revenue, 5,686 BTC annual production) https://x.com/RiotPlatforms/status/2028848241396121980
  • Note: No posts since Mar 3, no BTC2026 exhibition/speaking announcements, social media silence intensifying

CleanSpark (CLSK)

Hut 8 (HUT)

Core Scientific (CORZ)

Bitmain

Section Key Theme: BTC2026 (4/27-29 Vegas) only 7 days away. Bitdeer today announced 1 PH/s single-unit hashrate milestone — only hard data mining news this week. Three strong: Bitdeer (1PH/s + Booth #923), CleanSpark (Moon Sponsor full coverage), MARA (CEO Nakamoto Stage multi-speaker). Three absent: Riot 48+ days silent, Hut 8 no posts 13 days, Core Scientific CSR/construction only. Bitmain has new products but no conference presence.

💼 Strategy / Saylor

Strategy (@Strategy)

Michael Saylor (@saylor)

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat)

⚡ Action Items Summary

Combined from Part 1 + Part 2 + Part 3:

🔴 Urgent

  1. rsETH vulnerability contagion risk — Kelp DAO rsETH incident has spread to Lido earnETH (deposits paused) and Aave (rsETH frozen). Chun Wang (f2pool) listed as affected KelpDAO aETHWETH supplier. Immediately confirm whether f2pool/stakefish-related addresses have rsETH exposure and assess potential losses.

  2. SSV cSSV Genesis snapshot April 22 (day after tomorrow) — Holding $SSV qualifies for OG Holder status with up to 50% reward boost. Simultaneously, SSV top-up closing soon — confirm whether stakefish SSV nodes have completed ETH payment migration.

🟡 Important

  1. NAT community continues pressuring f2pool — SpiderPool DMT-NAT launch drove engagement explosion (152K views), community claiming "60% hashrate adopted NAT" and heavily tagging f2pool. Evaluate whether f2pool needs to make a public statement or follow NAT support.

  2. Oil surges 7% + liquidity tightening — Strait of Hormuz closure again pushes oil to $88.31, TGA drainage accelerating. Mining electricity costs and macro risk rising simultaneously, monitor transmission to BTC price and miner margins.

  3. BTC2026 conference countdown 7 days (4/27-29 Vegas) — Bitdeer/CleanSpark/MARA three strong attendees, Riot/Hut 8/Core Scientific absent. Major announcements possible during conference, monitor Bitdeer 1 PH/s commercialization trajectory.

  4. BIP-110 node scale potentially underestimated — Independent crawl found 115,000 nodes (vs Bitnodes' 23,000). If Knots share is understated, BIP-110 spam filtering activation threshold may be closer than expected. Direct implications for f2pool block template strategy.

🟢 Positive

  1. Bitdeer SealMiner A4 Ultra Hydro achieves 1 PH/s — Single-unit hashrate milestone, only hard data mining news this week. Bitdeer simultaneously pushing AI Cloud + OpenClaw adoption narrative, business diversification accelerating.

  2. Saylor engagement continues breaking records — "Think Even Bigger" single post 975K views, $STRC semi-monthly dividend proposal 1.3M views. BTC nation-state censorship resistance narrative heating up, bullish for overall market sentiment.

  3. stakefish sentiment clean — No negative events, Lido council address rotation routine operations. Competitors Everstake/Figment/P2P active but no directly threatening moves.

📋 Global Access Status

Part 1 — Market + Core Projects + BTC: 21/21 all completed Part 2 — Competitors + Sentiment: 12/12 all completed + sentiment searches done Part 3 — Key Companies: 10/10 all completed

Generated from reports/2026-04-20_combined_en.md