Daily Report Part 1/3 — Markets + Core Projects + BTC 2026-05-04

📈 Market Analyst Views

@IncomeSharks

• $GOOG vs $META earnings divergence is about margins: Both beat, but Meta's net margin dragged by $135B AI spend caused a decline, while Google rose 10% on profit growth https://x.com/IncomeSharks/status/2049919970533052638
• $MSTR technicals pointing to $200 https://x.com/IncomeSharks/status/2050262963840585967
• $USAR TA/FA confluence bullish: China monopolizes 95-99% of global yttrium supply + 2025 export restrictions, continuing to accumulate sub $20, target $30-$50 https://x.com/IncomeSharks/status/2050271356919685207

@NoLimitGains

• GameStop reportedly exploring eBay acquisition, options front-run: Massive EBAY call bets placed Friday, acquisition exploration news broke hours later https://x.com/NoLimitGains/status/2051021087060758554
• Iranian Rial hits all-time low: $555 buys 1 billion Iranian currency https://x.com/NoLimitGains/status/2050888582492041550
• Michael Burry's largest bet in 17 years (RT @InTheAssembly) https://x.com/InTheAssembly/status/2050913184677003450

🚗 Tesla $TSLA

@yxinsights (Yimin X)

• $TSLA exponential growth pricing model: Trend price $645, +1σ $1100, +2σ $1900, -1σ $377 (this week's actual price), -2σ $221 https://x.com/yxinsights/status/2050205771267223834
• $META single-quarter CapEx $19B record: Nearly matching 2025 H1 full-year $21.4B, ROIC returns the biggest concern https://x.com/yxinsights/status/2050238467154555165

@DanBTC916 (Dan)

• $TSLA closed above 50-day MA (paid content, title visible) https://x.com/DanBTC916/status/2050418062277718102
• $TSLA Wyckoff Distribution complete, April low should be the bottom: Volume dynamics show seller exhaustion, SpaceX IPO and merger uncertainty still pending https://x.com/DanBTC916/status/2050282184590987661
• Multiple paid posts on $TSLA higher low and 2026/2027 outlook

📋 Core Project Updates

Lido (@LidoFinance)

• Lido Protocol Financial Metrics 101 article published: Explaining protocol financial health metrics https://x.com/LidoFinance/status/2050150022595911754
• Last week's staking rewards distributed: 4,666 ETH (~$10.5M) https://x.com/LidoFinance/status/2049867815373459530
• EarnETH loss coverage threshold reduction Snapshot vote live: Authorizing release of Kelp incident loss coverage below 1% https://x.com/LidoFinance/status/2049821737764667603
• stETH receives Staking Rewards DeFi rating highest score A+ (RT) https://x.com/StakingRewards/status/2049455673021206583

Lido Forum Hot Topics:

• CircuitBreaker — Programmable panic layer proposal (3d active, 5 replies, new proposal)
• Authorise Loss Coverage Below 1% Threshold for Kelp Incident (3d, 8 replies)
• rsETH coordinated relief funding proposal (4d, 22 replies)
• Community Staking Module Committee (5d, 26 replies)
• VEBO Reporting Frame shortened from 8h to ~4.8h (5d, 4 replies)
• Liquid Buybacks: NEST executing LDO/wstETH liquidity (6d, 69 replies)
• Removal of SecureRPC (Manifold) from relay list due to unavailability (7d, 5 replies)

SSV Network (@ssv_network)

• cSSV Genesis Boost officially live: $75K SSV reward pool, 30-day period, stake SSV to receive cSSV and earn ETH income + bonus rewards (Pinned) https://x.com/ssv_network/status/2049489765385240785
• cSSV mainnet staking guide published: Connect → Stake SSV → Receive cSSV → Claim ETH, unstake has 7-day cooldown https://x.com/ssv_network/status/2049770391191671038

SSV Forum Hot Topics:

• ⚠️ ETH-denominated payment transition: ACT NOW — SSV top-ups closing soon, only migration path is to ETH payments. Testnet live, Mainnet TBA
• DAO Controlled Network Parameters Feed (1d active, 26 replies)
• SSV Network DAO Delegates Feed (1d, 13 replies)
• [DIP-52] SSV Network Asset Management Policy (8d, 3 replies)
• [DIP-56] Anchor Client continued development 2026-2027 (11d, 7 replies)

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

Jito (@jito_sol)

• BAM node first deployed in Siauliai, Lithuania: Partnership with CherryServers, enhancing geographic and datacenter decentralization https://x.com/jito_sol/status/2050258702276468757
• Pitstop Berlin event documentary released (JET Europa RT) https://x.com/JET_EUROPA_/status/2050266680517972465

Jito Governance (gov.jito.network):

• 83 total proposals, no new proposals (latest completed: StakeNet Bug Feature Gate Intervention, ~1 month ago)

ether.fi (@ether_fi)

• rsETH Exploit post-mortem published: Apr 18 Kelp DAO cross-chain bridge forged messages released ~$292M unbacked rsETH, EtherFi systems not directly affected (Pinned) https://x.com/ether_fi/status/2049552696659612152
• Dine Different cashback campaign extended to May 15: Users have earned $30K+ in cashback https://x.com/ether_fi/status/2050270293042893169

₿ BTC Tracking

@pwuille (Pieter Wuille)

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

@TheBlueMatt (Matt Corallo)

• 2026 Bitcoin Research Prize nominations open: Chaincode Labs seeking papers from 2022+ that impacted Bitcoin/Lightning (RT @ChaincodeLabs) https://x.com/ChaincodeLabs/status/2049928914198265951
• LDK Server officially released: Spiral announced at Bitcoin Conference, enabling non-developers to use LDK directly (RT @spiralbtc) https://x.com/spiralbtc/status/2049602782081003703

@adam3us (Adam Back)

• "Most companies will eventually become BTC treasury companies": RoxomTV interview discussing BTC treasury strategy, strategic reserves, and Saylor's legacy (RT @RoxomTV) https://x.com/RoxomTV/status/2051024703897162182
• Swiss referendum enshrines "right to cash" in constitution: Countering EU digital euro push and cash elimination trend (RT) https://x.com/lukomski_sebito/status/2050890871256580476
• SHRINCS+SHRIMPS post-quantum schemes progressing: SHRINCS on Liquid, SHRIMPS for hardware wallets, turning quantum FUD into engineering progress (RT) https://x.com/DI88_MARE88/status/2050693786146148365

@bitcoinoptech (Bitcoin Optech)

• Newsletter #403 published: Binary fuse filters as GCS alternative for compact block filters; post-quantum HD wallets + SPHINCS backup keys; roasbeef's zk-STARK scheme for recovering quantum-vulnerable coins https://x.com/bitcoinoptech/status/2050208454002835508
• Newsletter #402 Podcast: Toby Sharp on Hornet Node declarative consensus rule specs, Lightning onion message jamming https://x.com/bitcoinoptech/status/2050322957201735907

@LukeDashjr (Luke Dashjr)

• CopyFail Linux vulnerability warning (CVE-2026-31431): 732-byte Python script can root all Linux distros since 2017, urging node operators to take notice (Apr 30) https://x.com/LukeDashjr/status/2049633915787198677
• Bitcoin node count drops to 7,464: "Only 8% of bitcoiners want Bitcoin to succeed?" (Apr 28) https://x.com/LukeDashjr/status/2049018524316684460
• Litecoin 13-block reorg warning: Coordinated attack caused double-spend, affecting multiple cross-chain swap protocols — "Don't think this can't happen to Bitcoin" (Apr 26) https://x.com/LukeDashjr/status/2048139014746542416

@peterktodd (Peter Todd)

• GUARD Act passes Senate committee 22-0: Requires all AI chatbot users to upload government ID or face scan, effectively building a national identity system (RT @ReclaimTheNetHQ) https://x.com/ReclaimTheNetHQ/status/2051029898643296354
• Past 48h focused on geopolitical/war commentary, no new Bitcoin original content

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: #460 Virtual Address Space Adjustments (Lichtso, 14 comments), #466 SIMD-0392 balance checking semantics (igor56D, 12 comments), #459 Syscall Parameter Address Restrictions (Lichtso, 20 comments), #449 Direct Account Pointers (febo, 28 comments), #500 Disable SBPF-v0/v1/v2 (Lichtso, 29 comments)

Open PRs: 22 pending review

• #525 Shorter Slot Times (bw-solana, 4 comments)
• #177 Program Runtime ABI v2 (Lichtso, 128 comments, most active)
• #363 Simple Alpenglow Clock (rogerANZA, 75 comments)
• #503 Static Sysvars (deanmlittle, 50 comments)
• #461 Falcon signature verification syscall (zz-sol, 19 comments)

Daily Report Part 2/3 — Competitors + Sentiment 2026-05-04

🏁 f2pool Competitors

1. @AntPoolofficial

• Latest post (Apr 2): Cloud hashrate upgrade, BTC mining starting from $19.9 https://x.com/AntPoolofficial/status/2039522194800411087
• Pinned: SOC 1 Type II & SOC 2 Type II certification https://x.com/AntPoolofficial/status/2013507057068937572
• RT: OP_CAT Layer mainnet launch (Feb 15)
• Activity: Low (latest original post 32 days ago)

2. @ViaBTC

• Latest post (45 min ago): BCH mining feature — emphasizing diversified SHA-256 exposure for miners, encouraging cross-chain diversification https://x.com/ViaBTC/status/2051104585834496181
• Post (21h ago): Sharing Motley Fool article — implications of BTC shifting from trading asset to reserve asset for miners https://x.com/ViaBTC/status/2050797533404807620
• Post (May 2): Community poll — if you could only choose one mining setup for the next 5 years, large-scale farm 46% vs solar 34% leading https://x.com/ViaBTC/status/2050339058333733307
• Activity: Very high (multiple posts per day)

3. @SpiderPool_com

• RT (Apr 27): @romtheminer comparing "2020 LTC miners earned 100x from DOGE, 2026 it's BTC miners' turn with NAT", 13K views https://x.com/romtheminer/status/2048661009372700906
• Latest post (Apr 17): DMT-NAT officially launched, dual-layer BTC same-block rewards, 68K views https://x.com/SpiderPool_com/status/2044958652050845952
• Pinned: SOC 2 Type I certification (Jun 25, 2025) https://x.com/SpiderPool_com/status/1937662888459796878
• Activity: Low (17 days without new original post after NAT launch, maintaining NAT narrative through RTs only)

4. @FoundryServices

• Latest post (Apr 13): ZEC mining pool officially launched, reaching ~30% network hashrate, 125K views https://x.com/FoundryServices/status/2043677773516968077
• RT (Apr 13): Kyle Schneps emphasizing Foundry helping decentralize ZEC mining previously dominated by single Chinese operator https://x.com/GoBankYourself/status/2043683727339884799
• Activity: Low (21 days without new post after ZEC launch)

🏁 stakefish Competitors

5. @Kiln_finance

• Latest post (Apr 30): Citing Railnet blog on institutional on-chain risk allocation framework — emphasizing institutional allocators should prioritize mapping risk across layers rather than modeling returns https://x.com/Kiln_finance/status/2049820586767966591
• Major announcement (Apr 29): Shutting down Story (IP) validator by end of May, delegators must re-delegate by 5/31 https://x.com/Kiln_finance/status/2049473247524114701
• Pinned (Mar 18): CoinShares onboards Railnet, first regulated asset manager deploying multi-source yield strategies https://x.com/Kiln_finance/status/2034206441066700822
• Activity: High
• Bio: $18B+ assets delegated, 30+ networks

6. @Figment_io

• Latest post (May 1): Joint webinar with Fireblocks, Uphold, eToro on staking revenue — how to integrate staking into exchange/brokerage products https://x.com/Figment_io/status/2050214459944104007
• Major announcement (May 1): Became founding member of Solana Research Institute (SRI), providing institutional Solana risk/performance assessment framework https://x.com/Figment_io/status/2049920714203861324
• Event (Apr 30): CEO Lorien speaking at Yield Summit (May 4 Miami) on "which yield enhancement strategies can pass institutional due diligence" https://x.com/Figment_io/status/2049836174018052234
• Activity: High
• Bio: 1000+ institutional clients

7. @P2Pvalidator (P2P.org)

• Latest post (May 1): Announced partnership with Cysic https://x.com/P2Pvalidator/status/2050213452392657117
• Product update (Apr 30): BitMart launches ETH/SOL/DOT staking — powered by P2P.org Unified Staking API https://x.com/P2Pvalidator/status/2049867567972680114
• Events (May 1): 5/20 online institutional roundtable + 5/4 Tokenized Capital Summit (Consensus Miami) https://x.com/P2Pvalidator/status/2049892110946754895
• Pinned: Syncro Sender — Solana transaction landing tool https://x.com/P2Pvalidator/status/2034266672769683903
• Activity: Very high
• Bio: $10B+ secured, 0 slashing

8. @everstake_pool

• Latest post (May 2): Ethereum network activity surges, daily transactions hit ~3.6M new high, predicting potential 6M by year-end https://x.com/everstake_pool/status/2050250503888744823
• Major milestone (May 1): Ethereum officially finalized block 25,000,000, zero downtime since launch https://x.com/everstake_pool/status/2050231358111232264
• Pinned/Event (May 1): Full team attending Consensus 2026 Miami — founder Sergii Vasylchuk, COO, CCDO, and other executives https://x.com/everstake_pool/status/2049897842982940874
• Activity: Very high
• Bio: 1.6M+ users, 130+ networks

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

🟢 Positive — NAT ecosystem continues expanding, f2pool listed as core "NAT ready" pool by community

Key news:

• @TheBlockRunner (May 3) podcast discussing f2pool adding $NAT to miner distributions, viewing NAT as an industry-level trend rather than single pool project https://x.com/TheBlockRunner/status/2050687288036962693
• @natgmi (May 2): 65% of hashrate mining NAT, F2Pool and SpiderPool already distributing, predicting Binance and Coinbase will eventually need to market-buy https://x.com/natgmi/status/2050410571208826909

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 top search result for "stakefish", still no public response

Key news:

• @POSTHUMAN_DVS (Apr 24) publicly criticized stakefish for voting YES on Cosmos Hub scam proposal #1030, stating "should fire whoever is responsible for voting" https://x.com/POSTHUMAN_DVS/status/2047425039939834224
• @CosmosEcosystem (Apr 24) directly @'d stakefish requesting vote change to NoWithVeto https://x.com/CosmosEcosystem/status/2047426258967888303
• stakefish has not publicly responded (not a new event, but still prominent first-page result when searching "stakefish")

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

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

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (Renaud Cuny)

• 🚨 Spam data (Apr 28): Newsletter #23 "The 45% Problem" — non-financial data in Bitcoin block space rose from 3-year average of 30% to 45%, argues neither fee market nor miners can self-correct https://x.com/CunyRenaud/status/2049059785186726109
• RT (Apr 29): hodlonaut "CAPTURE" series Part 2 "The Lever" — investigating how Bitcoin Core's informal power is assembled and maintained https://x.com/hodlonaut/status/2049505117863325864
• Analysis (Apr 25): Core pre-v30 nodes dropped from 55K to 49K in one month, speculating legacy users migrating to Knots https://x.com/CunyRenaud/status/2047715949483012492
• Activity: Low (latest original post 6 days ago)

10. @LukeDashjr (Luke Dashjr)

• Post (Apr 30): RT Linux critical 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 drops 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)

• RT (5h ago): Hawley GUARD Act passed Senate Judiciary Committee 22-0 — requiring all Americans to upload government ID or face scan before using AI chatbots, Peter Todd focused on privacy implications https://x.com/ReclaimTheNetHQ/status/2051029898643296354
• Post (11h ago): Analyzing economic efficiency of Ukrainian drone strike on Russia's Perm oil storage — estimating single strike saved Ukraine ~5000 soldier casualty equivalent https://x.com/peterktodd/status/2050943982214201345
• No OP_RETURN / spam technical posts in past 48h, currently focused on privacy legislation and geopolitics
• Activity: Medium

12. @GrassFedBitcoin (Mechanic #BIP-110)

• Post (7h ago): Comparing Bitcoin Core governance to media power capture — "truth needs to be sourced from outside Core", continuing to escalate anti-Core narrative https://x.com/GrassFedBitcoin/status/2051004481190379741
• RT (May 2): hodlonaut replying to @giacomozucco — "I genuinely don't think Bitcoin will 'be fine regardless', humans can break it, and the current trajectory is heading that way" https://x.com/hodlonaut/status/2050525824231641475
• Post (May 2): "Time to get Bitcoin back on track" — continuing to push BIP-110 narrative https://x.com/GrassFedBitcoin/status/2050601070590648651
• Activity: High (BIP-110 advocacy + anti-Core governance dual-track)

OP_RETURN Summary

• Spam share new high: CunyRenaud Newsletter #23 data shows non-financial data now occupies 45% of Bitcoin block space (3-year average 30%), neither fee market nor miners can self-correct
• BIP-110 narrative continues: GrassFedBitcoin compares Core governance to "captured media", hodlonaut pessimistic that Bitcoin's current trajectory is "heading toward being broken"
• Node data: Bitcoin total nodes drop to 7,464; Core pre-v30 lost 6K nodes in one month (55K→49K), Knots may be the migration target
• Linux infrastructure: CVE-2026-31431 (CopyFail) affects all Linux distros since 2017, mining pools/node operators should prioritize patching

Daily Report Part 3/3 — Key Companies 2026-05-04

🏢 Mining Public Companies

Bitdeer (BTDR)

• No new content: Latest post is May 2 BTC weekly report, no new posts today
• BTC Weekly Report (May 1 data): Produced 186.0 BTC, all sold, holdings at 0 — continuing full-sell, zero-accumulation pattern https://x.com/Bitdeer/status/2050406891088703943
• Pinned: SealMiner A4 Series (Apr 7), flagship A4 Ultra Hydro 900 TH/s @ 9.45 J/TH
• Note: No new contracts/clients/hard data this week, only BTC-AI coexistence narrative output without substance

Marathon (MARA)

• No new content: Latest post is May 2 Long Ridge acquisition call replay, no new posts today
• Pinned — Long Ridge Energy & Power acquisition (Apr 30): 505 MW CCGT natural gas plant + 1,600 acres contiguous land, PJM grid ~600 gross MW AI capacity https://x.com/MARA/status/2049806832290676823
• Investor call replay live (May 2): Project Leopard transaction details https://x.com/MARA/status/2050258283483570565
• Note: In Long Ridge acquisition investor digestion period, awaiting transaction progress

Riot (RIOT)

• ⚠️ Low activity: Latest post still from Mar 3 (62+ days), FY2025 earnings https://x.com/RiotPlatforms/status/2028848241396121980
• Note: Only mining company with extended social media silence, absent throughout BTC2026

CleanSpark (CLSK)

• Executive deep-dive interview coming (May 1 RT): Earnest Hamilton at BTC2026 interviewed executive team covering technology/land/power/HPC/financing/treasury management https://x.com/FinancialErnie/status/2049916561004322981
• CEO intensive Capitol Hill meetings (Apr 30 RT): Matt Schultz met with Sen. Bernie Moreno, Rep. Nick Begich, Rep. Zach Nunn, Rep. MMM https://x.com/smatthewschultz/status/2049605630428868666
• Note: No new business/financial announcements, pursuing policy + media route. Bio: 13,561 BTC | 1.8 GW

Hut 8 (HUT)

• $3.25B investment-grade notes closed (May 1): River Bend becomes first single-sponsor data center project financed through investment-grade construction bond market, pioneering financing model https://x.com/Hut8Corp/status/2049978937397158317
• Financing structure (Apr 28): Fully amortizing notes maturing 2042 (16 years), financing River Bend 245 MW turnkey data center construction https://x.com/Hut8Corp/status/2049108992983486619
• Note: No new posts today, $3.25B closing remains this week's largest single mining company financing event

Core Scientific (CORZ)

• Brand exposure only (May 3): Cadillac F1 Miami Grand Prix Family Day, Zhou Guanyu in attendance — pure brand sponsorship content, no business announcements https://x.com/Core_Scientific/status/2050701076207116395
• Note: Q1 2026 earnings call scheduled for May 6 (day after tomorrow) 3:30 PM CT

Bitmain

• No new posts: Latest post still from Apr 28 BTC2026 Las Vegas booth (#651) https://x.com/BITMAINtech/status/2048941822710538705
• Note: 6 consecutive days silent, only product promo + trade show content, no new partnerships or business announcements

Group Focus: Weekend overall low activity. Hut 8 $3.25B note closing remains this week's hardest event. MARA Long Ridge acquisition in investor digestion period. Core Scientific Q1 earnings day after tomorrow is next key catalyst. Bitdeer continues full BTC sell, zero accumulation. CleanSpark pursuing policy + media route, executive interview coming this weekend. Riot 62+ day silence remains anomalous. Bitmain no updates.

💼 Strategy / Saylor

Strategy (@Strategy)

• Q1 2026 earnings call tomorrow: May 5 (Tuesday) 5 PM ET, simultaneous Zoom/X/YouTube broadcast, investor questions collected during BTC2026 https://x.com/Strategy/status/2050306224566981008
• STRC dividend maintained at 11.50% (May 1): May Stretch Dividend Rate unchanged https://x.com/Strategy/status/2050002507271704605
• STRC semi-monthly dividend vote notice sent (May 1): Brokers sent voting notices to $MSTR and $STRC holders, proposing dividend change from monthly to semi-monthly https://x.com/Strategy/status/2049968284620267837

Michael Saylor (@saylor)

• Today — Confirmed no BTC purchases this week: "No buys this week. Back to work next week." with Strategy BTC Tracker chart https://x.com/saylor/status/2050927636814168433
• Today — Dividend frequency poll: Launched poll "How often would you prefer to be paid dividends?" (quarterly/monthly/semi-monthly), 17,020 votes, tied to STRC semi-monthly proposal https://x.com/saylor/status/2050992943352234150
• RTs: AAStack "11.5% is Life Changing $STRC" (May 3); Matt Cole watching $SATA back to $99-101 (May 2)
• Overall tone: Paused accumulation this week, focus shifting to STRC dividend frequency upgrade vote + tomorrow's Q1 earnings

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat)

• Today — Backing US regulatory transparency: Agrees with CFTC Chairman Mike Selig, calling US regulatory structure one of the most transparent and highest-integrity markets globally, rebutting "prediction market insider trading rampant" claims https://x.com/fundstrat/status/2051020520913854697
• Maintaining S&P 7,300 target (May 2 pinned): CNBC Closing Bell — leadership still MAG7/AI, software sector $IGV promoted to top pick, downside tail risk diminishing https://x.com/fundstrat/status/2050324554849951907
• RT ETH bullish content: RT THE SHORT BEAR (ETH long-term 30%+ CAGR) and ChemistDeFi ("nobody loves it but money is coming back"), signaling ETH positive outlook https://x.com/TheShortBear/status/2051009582428811529

⚡ Action Items Summary

Combined from Part 1 + Part 2 + Part 3:

🔴 Urgent

1. CVE-2026-31431 (CopyFail) Linux vulnerability — Immediately check mining pool/node server patch status: 732-byte script can root all Linux distros since 2017, Luke Dashjr has issued warning, mining pool and validator node infrastructure directly exposed
2. SSV ETH-denominated payment migration — SSV top-ups closing soon: Operators must migrate to ETH payment path immediately, Testnet live, Mainnet date TBA, missing window means inability to top up
3. Strategy Q1 earnings tomorrow May 5 5PM ET: Saylor confirmed no BTC purchases this week ("Back to work next week"), STRC dividend frequency vote concurrent, prepare response strategy in advance

🟡 Important

4. stakefish Cosmos proposal #1030 vote controversy still unaddressed: Remains prominent first-page result when searching "stakefish", POSTHUMAN_DVS and CosmosEcosystem public criticism continues, recommend pushing internal response
5. Core Scientific Q1 earnings May 6 (day after tomorrow): First quarterly report after Pecos expansion, next key catalyst for mining sector
6. Bitcoin block space spam reaches 45%: CunyRenaud data shows non-financial data share at all-time high, neither fee market nor miners can self-correct, BIP-110 anti-Core narrative continues escalating
7. Kiln shutting down Story (IP) validator by end of May: Delegators must re-delegate by 5/31, competitor exiting network may present share migration opportunity
8. Riot 62+ day social silence: Only mining company with extended no-updates, absent throughout BTC2026, anomalous signal requires continued monitoring

🟢 Positive

9. f2pool NAT ecosystem positive sentiment expanding: TheBlockRunner podcast + 65% of hashrate mining NAT, f2pool listed as core "NAT ready" pool, no negative sentiment found
10. Hut 8 $3.25B investment-grade notes closed: River Bend pioneering DC investment-grade construction bond financing model, this week's largest single mining company financing event
11. stETH receives Staking Rewards DeFi rating highest score A+: Lido protocol health externally endorsed by authoritative source
12. Tom Lee maintains S&P 7,300 + ETH bullish signal: Software $IGV top pick unchanged, today added ETH bullish RTs (30%+ CAGR), downside tail risk diminishing
13. cSSV Genesis Boost live: $75K SSV reward pool + 30-day period, new entry point for staking SSV to earn ETH income

📋 Access Status Checklist (Global Merged)

Part 1 — Markets + Core Projects + BTC

Part 2 — Competitors + Sentiment

Part 3 — Key Companies