Daily Report

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2026-05-02 · English Report

Daily Report Part 1/3 — Markets + Core Projects + BTC 2026-05-02

📈 Market Analyst Views

@IncomeSharks

@NoLimitGains

🚗 Tesla $TSLA

@yxinsights (Yimin X)

@DanBTC916 (Dan)

  • $TSLA Wyckoff Distribution complete, April low should be the bottom: Price-volume dynamics improving, showing seller exhaustion, but SpaceX IPO and merger uncertainties remain https://x.com/DanBTC916/status/2050282184590987661
  • Multiple paid posts on $TSLA higher low, 21 DMA retest, and 2026/2027 outlook

📋 Core Project Updates

Lido (@LidoFinance)

Lido Forum Hot Topics:

  • CircuitBreaker — Programmable panic layer proposal (16h active, 5 replies, new)
  • Authorise Loss Coverage Below 1% Threshold for Kelp Incident (1d, 8 replies)
  • rsETH coordinated relief funding proposal (2d, 22 replies)
  • Community Staking Module Committee (3d, 26 replies)
  • VEBO Reporting Frame shortened from 8h to ~4.8h (3d)
  • Node Operator Type Assessment Framework | CMv2 (4d)
  • Liquid Buybacks: NEST executing LDO/wstETH liquidity (4d, 69 replies)

SSV Network (@ssv_network)

SSV Forum Hot Topics:

  • ⚠️ ETH-denominated payment transition: ACT NOW — SSV top-ups closing soon, sole migration path to ETH payments. Testnet live, Mainnet TBA
  • [CLOSED] Converting CDT to SSV (4d)
  • [DIP-52] SSV Network Asset Management Policy (6d, 3 replies)
  • [DIP-56] Anchor Client continued development & maintenance 2026-2027 (9d, 7 replies)

🔔 SSV Revenue Distribution Monitor: Last distribution was 2025-03-16 (EridianAlpha), thread at 46 replies, no new distribution

Jito (@jito_sol)

Jito Governance (gov.jito.network):

  • 83 total proposals, no new proposals
  • Treasury: 209M JTO ($75.5M), 51K JitoSOL ($5.5M)

ether.fi (@ether_fi)

₿ BTC Dedicated Tracking

@pwuille (Pieter Wuille)

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

@TheBlueMatt (Matt Corallo)

@adam3us (Adam Back)

@bitcoinoptech (Bitcoin Optech)

@LukeDashjr (Luke Dashjr)

@peterktodd (Peter Todd)

Bitcoin Core Releases (GitHub):

  • Latest: v31.0 (Latest), v28.4, v29.3, v30.2
  • No new releases

⚙️ Solana SIMD Governance

Merged PRs (209 Total):

  • Recently active: #465 burn_percent to SIMD-0194 (deanmlittle), #471 Remove vote CU limit (tao-stones), #508 Remove verifier mentions from SIMD-178 (LucasSte), #500 Disable SBPF-v0/v1/v2 deployment (Lichtso, 29 comments)

Open PRs: 23 pending review (+2)

  • #526 SIMD-0520: On-Chain Agent Identity Standard (dr-wilson-empty, new)
  • #525 Shorter Slot Times (bw-solana, new)
  • #177 Program Runtime ABI v2 (Lichtso, 127 comments, most active)
  • #363 Simple Alpenglow Clock (rogerANZA, 75 comments)
  • #503 Static Sysvars (deanmlittle, 50 comments)

📋 Part 1 Access Status

# Account/Source Status
1 @IncomeSharks ✅ Accessed
2 @NoLimitGains ✅ Accessed
3 @yxinsights ✅ Accessed
4 @DanBTC916 ✅ Accessed
5 @LidoFinance ✅ Accessed
6 @ssv_network ✅ Accessed
7 @jito_sol ✅ Accessed
8 @ether_fi ✅ Accessed
9 @pwuille ✅ Accessed (no recent content)
10 @TheBlueMatt ✅ Accessed
11 @adam3us ✅ Accessed
12 @bitcoinoptech ✅ Accessed
13 @LukeDashjr ✅ Accessed
14 @peterktodd ✅ Accessed (no BTC original content)
15 research.lido.fi ✅ Accessed
16 forum.ssv.network ✅ Accessed
17 SSV Revenue Distribution ✅ Accessed (no new distribution)
18 gov.jito.network ✅ Accessed (no new proposals)
19 bitcoin/bitcoin releases ✅ Accessed (no new releases)
20 Solana SIMD merged PRs ✅ Accessed
21 Solana SIMD open PRs ✅ Accessed

Daily Report Part 2/3 — Competitors + Sentiment 2026-05-02

🏁 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

🟢 Positive — NAT ecosystem expansion is the dominant topic; f2pool seen by community as core NAT infrastructure pool

Key news:

  • @TheBlockRunner (6h ago) listed AntPool, f2pool, ViaBTC, SpiderPool, Luxor as "$NAT ready" pools; NAT has expanded from SpiderPool exclusive to industry-wide trend https://x.com/TheBlockRunner/status/2050291721615941808
  • @thewhiterabbitM (15h ago) published BTC mining concentration data — Foundry ~37%, AntPool ~14%, ViaBTC ~14.5%, F2Pool ~10%, 6 pools mine 95% of blocks, NC=3 https://x.com/thewhiterabbitM/status/2050151617584837013
  • Chinese community discussing third pool about to integrate NAT distribution: "better to proactively distribute than be forced to"

No f2pool lawsuit / f2pool hack / f2pool scam / switch from f2pool negative content found.

stakefish Sentiment

🟡 Moderate — Cosmos community criticism of stakefish's scam proposal vote remains a top-level search result; stakefish has not publicly responded

Key news:

No stakefish SEC / stakefish down / stakefish hack new events found.

⚠️ web_search unavailable (Brave API key not configured), based on X platform search only

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (Renaud Cuny)

10. @LukeDashjr (Luke Dashjr)

  • Post (Apr 30): RT of critical Linux vulnerability CVE-2026-31431 (CopyFail) — 732-byte Python script can root all Linux distros since 2017, called "irresponsibly disclosed" https://x.com/LukeDashjr/status/2049633915787198677
  • Post (Apr 28): Bitcoin node count dropped to 7,464, questioning "only 8% of bitcoiners want Bitcoin to succeed?", continuing to criticize Core's gaslighting https://x.com/LukeDashjr/status/2049018524316684460
  • No new OP_RETURN-specific posts in past 48h, currently focused on node security and Linux infrastructure
  • Activity: Medium

11. @peterktodd (Peter Todd)

12. @GrassFedBitcoin (Mechanic #BIP-110)

OP_RETURN Summary

  • Spam share at new high: CunyRenaud Newsletter #23 data shows non-financial data now occupies 45% of Bitcoin block space (3-year average 30%); fee market and miners cannot self-correct
  • Bitcoin Core "CAPTURE" investigation: hodlonaut series part 2 "The Lever" amplified by both CunyRenaud and GrassFedBitcoin; anti-Core governance narrative continues to build
  • Node data: Bitcoin total nodes dropped to 7,464; Core pre-v30 lost 6K nodes in one month (55K→49K), Knots may be the alternative target
  • Linux infrastructure: CVE-2026-31431 (CopyFail) affects all Linux distros since 2017; Luke Dashjr urges mining pool/node operators to patch

📋 Part 2 Access Status

# Account Status
1 @AntPoolofficial ✅ Accessed
2 @ViaBTC ✅ Accessed
3 @SpiderPool_com ✅ Accessed
4 @FoundryServices ✅ Accessed
5 @Kiln_finance ✅ Accessed
6 @Figment_io ✅ Accessed
7 @P2Pvalidator ✅ Accessed
8 @everstake_pool ✅ Accessed
9 @CunyRenaud ✅ Accessed
10 @LukeDashjr ✅ Accessed
11 @peterktodd ✅ Accessed
12 @GrassFedBitcoin ✅ Accessed

Sentiment searches:

  • f2pool (X search): ✅ Searched, NAT ecosystem expansion + mining concentration data as main topics
  • stakefish (X search): ✅ Searched, Cosmos proposal controversy remains top search result
  • f2pool hack/lawsuit/scam + stakefish SEC/down/hack (X search): ✅ Searched, no new events
  • ⚠️ web_search unavailable (Brave API key not configured)

Daily Report Part 3/3 — Key Companies 2026-05-02

🏢 Mining Public Companies

Bitdeer (BTDR)

  • BTC-AI coexistence business model thesis: Published article arguing mining and AI boundaries have blurred — operators leverage BTC-AI coexistence to monetize power instantly while scaling for high-margin AI workloads, business models fluidly switching between both https://x.com/Bitdeer/status/2050089797516251438
  • NVIDIA Nemotron 3 Nano Omni live on Bitdeer AI Model Studio (Apr 30): Open multimodal inference model, AI Cloud extending from compute rental to model services https://x.com/Bitdeer/status/2049706771472941423
  • BTC2026 wrap-up (Apr 30): SealMiner A4 series live demo https://x.com/Bitdeer/status/2049748147967082613
  • Pinned: SealMiner A4 Series (Apr 7), flagship A4 Ultra Hydro 900 TH/s @ 9.45 J/TH
  • Note: AI Cloud has product updates, but mining/financial side has no new announcements; BTC holdings remain at 0

Marathon (MARA)

Riot (RIOT)

CleanSpark (CLSK)

Hut 8 (HUT)

Core Scientific (CORZ)

Bitmain

Group focus areas: MARA Long Ridge acquisition (505 MW + 1,600 acres) entering investor digestion phase with call replay now available. Hut 8 $3.25B investment-grade notes officially closed. Bitdeer articulating BTC-AI coexistence at narrative level but no new hard data. CleanSpark pursuing policy + media track. Core Scientific Pecos 1.5 GW expansion announced, today focused on F1 brand exposure, awaiting May 6 Q1 earnings. Riot 60-day+ silence continues to be anomalous. Bitmain has no updates.

💼 Strategy / Saylor

Strategy (@Strategy)

Michael Saylor (@saylor)

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat)

📋 Part 3 Access Status

  1. ✅ @Bitdeer — Accessed normally
  2. ✅ @MARA — Accessed normally
  3. ✅ @RiotPlatforms — Accessed normally (60+ days no new posts)
  4. ✅ @CleanSpark_Inc — Accessed normally
  5. ✅ @Hut8Corp — Accessed normally
  6. ✅ @Core_Scientific — Accessed normally
  7. ✅ @BITMAINtech — Accessed normally
  8. ✅ @Strategy — Accessed normally
  9. ✅ @saylor — Accessed normally
  10. ✅ @fundstrat — Accessed normally

⚡ Action Items Summary

Combined from Part 1 + Part 2 + Part 3:

🔴 Urgent

  1. CVE-2026-31431 (CopyFail) Linux privilege escalation vulnerability — Affects all Linux distros since 2017; 732 bytes to root. Mining pools/nodes/servers must immediately check patch status (Luke Dashjr warning + Part 1 BTC tracking)
  2. SSV ETH-denominated payment migration — SSV top-ups closing soon; must migrate to ETH payment path. Testnet live, Mainnet timing TBA. Begin testing migration flow immediately (Part 1 SSV Forum)
  3. stakefish Cosmos proposal #1030 voting controversy — Community criticism continues to escalate and remains a top search result. stakefish has not publicly responded. Recommend immediate evaluation of whether a public statement is needed (Part 2 Sentiment)

🟡 Important

  1. Strategy Q1 earnings call May 5 (Tuesday) — STRC ecosystem expansion (DeFi synthetic dollar apyUSD + semi-monthly dividend vote) is a market focus; prepare analysis framework in advance (Part 3)
  2. Core Scientific Q1 earnings May 6 — Pecos 1.5 GW expansion announced; earnings will validate AI data center pivot progress (Part 3)
  3. Bitcoin block space spam at 45% — Up from 3-year average of 30%; fee market and miners cannot self-correct. hodlonaut "CAPTURE" anti-Core governance investigation continues to gain traction (Part 1 + Part 2)
  4. Kiln shutting down Story (IP) validator — Delegators must redelegate before 5/31; competitor exit from network may create stakefish client acquisition opportunity (Part 2)
  5. Riot 60-day+ social media silence — Zero activity throughout BTC2026; anomaly deepening. Monitor for potential major internal changes (Part 3)

🟢 Positive

  1. f2pool listed among "$NAT ready" mining pools — NAT ecosystem expanding from SpiderPool exclusive to industry-wide trend; f2pool recognized by community as core infrastructure pool (Part 2)
  2. Lido weekly distribution: 4,666 ETH (~$10.5M) — Protocol revenue stable; CircuitBreaker proposal and Liquid Buybacks show active governance (Part 1)
  3. Hut 8 $3.25B investment-grade notes closed — First-of-its-kind single-sponsor data center investment-grade construction bond financing model, industry benchmark (Part 3)
  4. MARA Long Ridge 505 MW acquisition entering digestion phase — AI infrastructure buildout accelerating; call replay now available for investor analysis (Part 3)
  5. Tom Lee remains strongly bullish, S&P target 7,300 — Software sector upgraded to top recommendation; Crypto alongside as top pick (Part 3)
  6. Jito BAM stake reaches ~28% of network — Maker Priority entering early testing; Solana MEV infrastructure continues expanding (Part 1)

📋 Global Access Status

Part 1 — Markets + Core Projects + BTC: 21/21 accounts/sources fully accessed ✅ Part 2 — Competitors + Sentiment: 12/12 accounts fully accessed ✅, 4 sentiment search sets completed ✅ Part 3 — Key Companies: 10/10 accounts fully accessed ✅

⚠️ web_search unavailable (Brave API key not configured); Part 2 sentiment based on X platform search only

Generated from reports/2026-05-02_combined_en.md