Daily Report Part 1/3 — Markets + Core Projects + BTC 2026-05-09

📈 Market Analyst Views

@IncomeSharks

• SPY OBV Divergence Warning: SPY price at ATH but OBV not confirming — could be an anomalous rally breaking traditional indicators, or a bearish divergence forming https://x.com/IncomeSharks/status/2052796834654146615
• S&P 500 Gap Staircase: Consecutive gap-ups stacking — concern that any pullback will fill them elevator-style in one move https://x.com/IncomeSharks/status/2052771882785779900
• Retail Driving the Market: Current environment more like 2021 than 2022; most will forget to take profits due to greed https://x.com/IncomeSharks/status/2052830477707538545
• Tech ETF Breaks Multi-Year Diagonal Resistance: Continuing yesterday's trend, expanding upward https://x.com/IncomeSharks/status/2052787542634946604

@NoLimitGains

• Stock Crashes 98% in Two Days: From $8 to $0.17 — questioning why regulators allow this https://x.com/NoLimitGains/status/2052760445535084808
• Leopold Aschenbrenner to Disclose New Positions in One Week: Past track record includes SNDK +550%, BE +190% (RT @InTheAssembly) https://x.com/InTheAssembly/status/2052777499407355918

🚗 Tesla $TSLA

@yxinsights (Yimin X)

• $TSLA Wave 3 Breakout Confirmed: Clean follow-through after yesterday's breakout, targeting $480-500 ATH https://x.com/yxinsights/status/2052750259290276345
• S&P 500 Historic Danger Signal: 4th time in history that 5% of constituents hit 52-week lows while index makes new highs — previous three: July 1929, Jan 1973, Dec 1999 (RT @jasongoepfert) https://x.com/jasongoepfert/status/2052828444136718627
• $COIN Revenue Negative Growth: Reconsidering buy-the-dip thesis https://x.com/yxinsights/status/2052778193614938617

@DanBTC916 (Dan)

• $TSLA Strong Break Above 21-Week MA (paid content, title visible) https://x.com/DanBTC916/status/2052754970261565846
• $TSLA Technical Improvement (paid content, title visible) https://x.com/DanBTC916/status/2052554992461262926
• $TSLA Should Be Re-Rated Before SpaceX Merger: Market not yet pricing in merger expectations (May 7) https://x.com/DanBTC916/status/2052358973052064107

📋 Core Project Updates

Lido (@LidoFinance)

• EEA Deploys Funds to stETH: Enterprise Ethereum Alliance begins allocating treasury to Ethereum-native staking infrastructure including Lido's stETH https://x.com/LidoFinance/status/2052757642146095192
• rsETH Relief Proposal: Lido DAO proposes one-time contribution of up to 2,500 stETH to Aave-coordinated rsETH relief (Pinned, Apr 24) https://x.com/LidoFinance/status/2047371180781539827

Lido Forum Hot Topics:

• SSV Anchor Client Hoodi testnet performance update (6h active)
• LEGO Grants Reports (11h)
• Lido V2 GateSeal Committee (1d)
• LEGO Grant Proposal: Vero security assessment (1d)
• Kelp incident sub-1% threshold loss coverage authorization (3d)
• Liquid Buybacks: NEST executing LDO/wstETH liquidity (3d)
• Shorten VEBO report cycle from 8h to 4.8h proposal (4d)
• Remove SecureRPC (Manifold) relay proposal (4d)

SSV Network (@ssv_network)

• ETH Payment Migration 25% Complete: New model live for only 2 weeks, already at quarter migration rate https://x.com/ssv_network/status/2052812998662664552
• Network Scale: 7.4M+ ETH staked, 110k+ validators, 1,900+ node operators https://x.com/ssv_network/status/2052733468636008881
• cSSV Genesis Boost: $75,000 SSV reward pool, 30 days or until depleted (Pinned, Apr 29)

SSV Forum Hot Topics:

• Critical Vulnerability Report: Newly posted (2h), Contributors category, 0 replies — details pending
• Multi-Sig Emergency Power Usage Announcement (May 6): Stale EB Snapshot bug after v2.0.0 upgrade, fix deployed, no exploitation (1d)
• ⚠️ ETH Payment Transition: Testnet May 11 launch, mainnet TBD. Existing SSV clusters must top up immediately to ensure runway

🔔 SSV Revenue Distribution Monitor: Last distribution was 2025-03 (Mar 16, 2025 by EridianAlpha). Eridian resigned as IMP admin on Jan 27; no new distribution updates since

Jito (@jito_sol)

• JTX Trading Platform Early Access Open: Integrated trading engine for professional traders, applications now open https://x.com/jito_sol/status/2052822089434902925
• HSDT Partnership for APAC Validator Infrastructure: Jito Foundation partners with Solana Company (NASDAQ: HSDT) to deploy high-performance validators in APAC via BAM infrastructure (RT @capitalmarkets) https://x.com/capitalmarkets/status/2052814746198614424

Jito Governance (gov.jito.network):

• No new proposals. Latest: Intervention to Resolve StakeNet Bug (completed, ~1 month ago)
• Treasury: ~209M JTO ($117.9M), ~51K JitoSOL ($6M), total ~$130.3M

ether.fi (@ether_fi)

• Hiring Engineers: Actively recruiting https://x.com/ether_fi/status/2052807013105820064
• Supporting Arbitrum Proposal to Unfreeze ETH: Jointly pushing AIP with Aave Labs, KelpDAO, LayerZero, Compound (May 6) https://x.com/ether_fi/status/2051696461381841274
• Affiliate Program Live: Referral rewards up to six-figure annual income (Pinned, May 5)

₿ BTC Tracking

@pwuille (Pieter Wuille)

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

@TheBlueMatt (Matt Corallo)

• No new posts in past 24h. Recent content (Stratum V2 working group, quantum freeze debate, stablecoin bill) all from May 5-7, covered in yesterday's report

@adam3us (Adam Back)

• Blockstream Jade Plus Supports 2FA Hardware Backup: Latest firmware can back up Google Authenticator accounts to Jade, PIN protected (RT @BlockstreamJade) https://x.com/BlockstreamJade/status/2052646624397337081
• SHRINCS/SHRIMPS Post-Quantum Signature Explainer: Isabel Foxen Duke interviews Blockstream research director @n1ckler on differences between two post-quantum schemes (RT) https://x.com/isabelfoxenduke/status/2052803146007695532

@bitcoinoptech (Bitcoin Optech)

• Newsletter #404 Published: Node fingerprinting solutions, Thomas Voegtlin proposes using public fraud proofs to improve JIT channels game theory https://x.com/bitcoinoptech/status/2052650770768548140

@LukeDashjr (Luke Dashjr)

• Continues Pushing RDTS Activation: Believes miners would rush to activate if aware of risks; earliest activation date May 29 https://x.com/LukeDashjr/status/2052620237359415462
• Core 30+ CSAM Risk Stance Unchanged: Only one malicious miner needed to force all BTC nodes to participate in CSAM distribution https://x.com/LukeDashjr/status/2052491676854206752
• RDTS Filtering Logic Response: Distinguishes "data storage functionality" from "spam misread as data" — former can be completely blocked https://x.com/LukeDashjr/status/2052909457064038487

@peterktodd (Peter Todd)

• No BTC-related technical content in past 48h, mainly retweeting media/political topics

Bitcoin Core Releases (GitHub):

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

⚙️ Solana SIMD Governance

Recently Merged PRs:

• SIMD-0430: add feature ID (#523, by buffalojoec) — newly merged
• SIMD-0387: update feature ID (#518, by buffalojoec) — newly merged
• SIMD-0186: Define fee-only semantics (#514, by 2501babe, 17 comments)
• SIMD-0460: Virtual Address Space Adjustments (#460, by Lichtso, 14 comments)
• SIMD-0449: Direct Account Pointers in Program Input (#449, by febo, 28 comments)
• SIMD-0500: Disable deployment of SBPF-v0/v1/v2 (#500, by Lichtso, 29 comments)
• Total: 212 merged PRs (+2)

Open PRs: 19 pending review (-3)

• SIMD-0177: Program Runtime ABI v2 (#177, 128 comments) — continuously active
• SIMD-0525: Shorter slot times (#525, by bw-solana, 24 comments)
• SIMD-0503: Static Sysvars (#503, 50 comments)
• SIMD-0363: Simple Alpenglow Clock (#363, 75 comments)
• SIMD-0499: Deactivate execution of loader-v1 and ABI-v0 (#499, 23 comments)

Daily Report Part 2/3 — Competitors + Sentiment 2026-05-09

🏁 f2pool Competitors

1. @AntPoolofficial

• Latest Post (23h ago): Officially joined the Stratum V2 Working Group, supporting safer, more efficient, decentralized mining protocol evolution https://x.com/AntPoolofficial/status/2052570385200431428
• Retweet: Stratum V2 announcement — AntPool, Block Inc, f2pool, Foundry, MARA Foundation, SpiderPool, DMND joined simultaneously https://x.com/StratumV2/status/2052395730694795274
• Pinned: SOC 1 Type II & SOC 2 Type II certification https://x.com/AntPoolofficial/status/2013507057068937572
• Activity Level: Low (previous original post was Apr 2, 5+ week gap)

2. @ViaBTC

• Latest Post (1h ago): Miner poll — rumors of air-cooled ASIC supply tightening while next-gen machines not yet available, asking miners whether to buy now https://x.com/ViaBTC/status/2052896446576316748
• Follow-up (1h ago): Reminding miners of last bull market's lesson of waiting for "better hardware" and missing timing; emphasizing timing, power cost, and uptime over hype https://x.com/ViaBTC/status/2052896781617311913
• Content (May 8): ZEC surging on privacy narrative and Equihash mining interest revival; ViaBTC says it's back on miners' radar https://x.com/ViaBTC/status/2052546529559277732
• Activity Level: Very high (multiple posts per day)

3. @SpiderPool_com

• Latest Post (20h ago): Quoting Stratum V2 announcement, proud to advance safer, more open mining protocol standards with industry partners https://x.com/SpiderPool_com/status/2052616794926665789
• Retweet: @romtheminer comparing NAT opportunity for BTC miners to the 2020-21 LTC/DOGE merge-mining boom https://x.com/romtheminer/status/2048661009372700906
• Product (Apr 17): BTC same-block dual rewards live — DMT-NAT joint mining https://x.com/SpiderPool_com/status/2044958652050845952
• Pinned: SOC 2 Type I certification https://x.com/SpiderPool_com/status/1937662888459796878
• Activity Level: Low (latest original post 3 weeks ago, today only quoted Stratum V2 RT)
• ⚠️ Note: CunyRenaud reports SpiderPool had 5 large OP_RETURN instances in past 7 days, frequency accelerating (see OP_RETURN section)

4. @FoundryServices

• Latest Post (May 8): Joined Stratum V2 Working Group, with Bitcoin Magazine feature link https://x.com/FoundryServices/status/2052443128435490938
• Major Announcement (Apr 13): Zcash mining pool officially launched, reaching ~30% of network hashrate at launch with multiple institutional miners https://x.com/FoundryServices/status/2043677773516968077
• Activity Level: Low (long gaps between posts, but Stratum V2 and ZEC pool are two notable recent moves)

🏁 stakefish Competitors

5. @Kiln_finance

• Latest Post (May 7): TON staking promotion — Telegram user growth, Catchain 2.0 live, price breaking key resistance https://x.com/Kiln_finance/status/2052327041442172982
• Product (May 5): Ledger integrates Kiln OmniVault — users can access stablecoin yields via Aave/Morpho/Compound https://x.com/Kiln_finance/status/2051640404764692805
• Product (May 4): Added XDC Network staking support, targeting trade finance and RWA sectors https://x.com/Kiln_finance/status/2051247807642607679
• Pinned (Mar 18): CoinShares onboarded to Railnet https://x.com/Kiln_finance/status/2034206441066700822
• Activity Level: High
• Bio: $18B+ assets delegated, 30+ networks

6. @Figment_io

• Latest Post (May 5): Glamsterdam — Ethereum's next protocol upgrade explained, covering block building market and exit queue changes https://x.com/Figment_io/status/2051670077464850800
• Major Announcement (May 1): Became founding member of Solana Research Institute (SRI), providing risk assessment frameworks for institutions https://x.com/Figment_io/status/2049920714203861324
• Event: Joint staking integration webinar with Fireblocks/Uphold/eToro (May 13) https://x.com/FireblocksHQ/status/2047388156765307306
• Activity Level: High
• Bio: 1,000+ institutional clients

7. @P2Pvalidator (P2P.org)

• Latest Post (12h ago): Hosting "Institutional Digital Asset Infrastructure in 2026" virtual roundtable on May 20, inviting custody, asset management, banking, and infra executives https://x.com/P2Pvalidator/status/2052736191121039397
• Event (May 7): The Table Miami Edition — private event at Four Seasons https://x.com/P2Pvalidator/status/2052408855183626545
• Research (May 7): Travel Rule compliance thread — smart contracts in DeFi vault rebalancing cannot satisfy Travel Rule identity data requirements https://x.com/P2Pvalidator/status/2052352730358833438
• Pinned: Syncro Sender — Solana transaction landing tool https://x.com/P2Pvalidator/status/2034266672769683903
• Activity Level: Very high
• Bio: $10B+ secured, 0 slashing

8. @everstake_pool

• Latest Post (9h ago): Monad April transaction volume hit ATH of 62.7M, growing against broader market downturn https://x.com/everstake_pool/status/2052781756902731876
• Analysis (11h ago): Cardano validator count rises to 2nd among L1s (2,900), Everstake highlights its decentralization https://x.com/everstake_pool/status/2052748221219221985
• Partnership (Pinned): Partnership with Cypherock hardware wallet, offering non-custodial staking via cySync app https://x.com/everstake_pool/status/2052390740395737583
• Retweet (May 7): Injective mainnet native USDC and CCTP live https://x.com/everstake_pool/status/2052407938988282292
• Activity Level: Very high (multiple posts per day)
• Bio: 1.6M+ users, 130+ networks

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

🟢 Positive — Stratum V2 Working Group Membership is the Main Topic

Key news: f2pool joined the Stratum V2 Working Group alongside AntPool, Block Inc, Foundry, SpiderPool, MARA Foundation, and DMND. Stratum V2 enables miners to construct their own transaction templates — a critical protocol upgrade for mining decentralization. Bitcoin Magazine published a feature story; X search for "f2pool" is dominated by this topic. Additionally, NAT community mentions SpiderPool and f2pool have officially integrated NAT, with a third pool coming soon.

• Stratum V2 announcement: https://x.com/StratumV2/status/2052395730694795274
• NAT integration mention: https://x.com/LovePeaceCHN/status/2052780319804461101

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

stakefish Sentiment

🟡 Neutral-to-Cautious — Cosmos Voting Incident Still in Top Search Results

Recent events:

• Apr 24: POSTHUMAN_DVS and Cosmos Ecosystem publicly criticized stakefish for voting YES on Cosmos Hub Proposal #1030 (deemed a scam proposal by the community), calling for a change to NoWithVeto https://x.com/POSTHUMAN_DVS/status/2047425039939834224
• stakefish has not publicly responded (not a new event, but still a prominent first-page result when searching "stakefish" — persisting for two weeks)
• stakefish's most recent post was Apr 23: Multi-Chain Staking API/SDK https://x.com/stakefish/status/2047050042607902770

No new negative content found regarding stakefish SEC / down / scam.

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (Renaud Cuny)

• 🚨 OP_RETURN ALERT (May 7): SpiderPool large OP_RETURN activity accelerating — 5 instances in past 7 days, latest being a 10KB MP3 file (SoundJay.com royalty-free UI click sound) written via 3 OP_RETURN outputs using 'pwm1:' file inscription protocol https://x.com/CunyRenaud/status/2052330399653658950
• BIP-110 Signal (May 6): Newsletter Issue #24 — "BIP-110 has changed the game" https://x.com/CunyRenaud/status/2051955407204000061
• Retweet: Matthew Kratter's "Bitcoin Hashers vs. Bitcoin Miners" distinguishing miners who protect the network from pure hashrate renters https://x.com/mattkratter/status/2052384591386919221

10. @LukeDashjr (Luke Dashjr)

• Post (1h ago): Responding to data storage vs spam distinction — "We can block the former (data storage functionality), and mitigate the latter (spam misread as data) with filters" https://x.com/LukeDashjr/status/2052909457064038487
• Post (1h ago): CSAM narrative escalation — claims miners will suffer losses from invalid CSAM blocks if RDTS isn't activated https://x.com/LukeDashjr/status/2052909011515691287
• Post (20h ago): Warning miners are taking enormous risk, should push for RDTS activation ASAP https://x.com/LukeDashjr/status/2052620237359415462
• RDTS Timeline (May 7): Confirmed RDTS can activate as early as May 29; new Knots version to be released before then https://x.com/LukeDashjr/status/2052240152588640484
• Activity Level: Very high

11. @peterktodd (Peter Todd)

• Posts in past 48h primarily geopolitical (Israel/Palestine news disputes, Utah privacy lawsuit, military tech discussions)
• No OP_RETURN / spam / mining-related technical content
• Activity Level: High (but unrelated to BTC topics)

12. @GrassFedBitcoin (Mechanic #BIP-110)

• Retweet (May 8): OCEAN pool promoting DATUM decentralized block templates — "fighting the centralization wave" https://x.com/ocean_mining/status/2052548699780427876
• Post (May 5): Criticizing Citrea — "Building Ethereum on Bitcoin creates perverse incentives, corrupts development process," calling for BIP-110 adoption https://x.com/GrassFedBitcoin/status/2051658912651424093
• Retweet: hodlonaut long thread — connecting Citrea to OP_RETURN limit removal https://x.com/hodlonaut/status/2031033140605538438
• Retweet (May 6): Citrea technical critique response — blockchain not fast enough, data must flood the network as unconfirmed transactions https://x.com/GrassFedBitcoin/status/2051778283247899108

OP_RETURN Summary

• SpiderPool Continuously Called Out: 5 large OP_RETURN instances in past 7 days, CunyRenaud tracking accelerating frequency
• RDTS Activation Countdown: Luke Dashjr confirms earliest May 29, intensifying "miners will suffer losses" narrative
• CSAM Narrative Linked to RDTS: Luke Dashjr escalating OP_RETURN issue to CSAM distribution risk, pressuring miners to accelerate action
• Anti-Citrea Camp Active: GrassFedBitcoin and hodlonaut continuously criticizing Citrea's link to OP_RETURN limit removal

Daily Report Part 3/3 — Key Companies 2026-05-09

🏢 Public Mining Companies

Bitdeer (BTDR)

• Q1 2026 Earnings Call Preview: Scheduled for May 14, 8:00 AM EST, management to discuss financial and operational data https://x.com/Bitdeer/status/2052594476678266987
• Consensus Miami Brand Presence: Co-hosted crypto media awards event with ACJR Network, pure brand networking, no business announcements https://x.com/Bitdeer/status/2052271146176024754
• Oslo Tech Show Talk Preview: Tydal data center lead Haakon Bryhni to discuss resilient networking and energy-aware design for AI workloads https://x.com/Bitdeer/status/2051549733588779204
• Pinned: SealMiner A4 Series (Apr 7), flagship A4 Ultra Hydro 900 TH/s @ 9.45 J/TH https://x.com/Bitdeer/status/2041495112090542172
• Note: No new contracts/clients/hard data this week, focused on events and earnings preview; account migrated from @BitdeerOfficial to @Bitdeer

Marathon (MARA)

• Today's Focus — Long Ridge Acquisition Strategic Rationale: Latest post emphasizes Long Ridge core value — existing campus infrastructure + below-replacement-cost power + owned expansion capacity, positioning as large-scale AI/IT hosting platform https://x.com/MARA/status/2052745013981770189
• CEO Emphasizes Skipping 7-10 Year Build Cycle: Fred Thiel says acquisition gives immediate access to 1GW+ total power capacity digital infrastructure campus https://x.com/MARA/status/2052122279253872705
• Non-Dilutive Financing Structure Disclosed: Published Long Ridge acquisition funding sources, emphasizing multi-channel non-dilutive financing https://x.com/MARA/status/2051311148746563691
• Note: All content centered on Long Ridge acquisition; investor community reaction split — bullish on infrastructure value vs skeptical about no AI tenants signed yet

Riot (RIOT)

• ⚠️ Low Activity: Posted Q1 2026 earnings summary on May 5 then went silent again https://x.com/RiotPlatforms/status/2051349041544372568
• Q1 Highlights: $167.2M total revenue, $33.2M data center revenue, mined 1,473 BTC, 50 MW AMD contracted IT capacity; CEO calls Q1 a "defining inflection point"
• Note: Broke long silence with one post then stopped again; social media frequency abnormally low

CleanSpark (CLSK)

• April Operations Data: Mined 640 BTC (21.33 BTC/day), operating hashrate 50.0 EH/s, BTC holdings down to 13,453 (net sold 748 BTC via derivatives at avg $74,807), 1.8 GW power contracts https://x.com/CleanSpark_Inc/status/2052011382393000025
• CEO Sets AI Strategy: Matt Schultz says building "multi-gigawatt AI infrastructure platform," pursuing first hyperscaler customer — "BTC mining funds the platform, AI monetizes it" https://x.com/CleanSpark_Inc/status/2052011382393000025
• CTO Deep Interview: Taylor Monnig on Earnest Hamilton's channel discussing HPC experience and CleanSpark innovation strategy https://x.com/FinancialErnie/status/2052740912657109196
• Sandersville Campus Progress: CEO shows 122-acre site grading and soil compaction analysis nearing completion https://x.com/smatthewschultz/status/2051795985752637572

Hut 8 (HUT)

• This Week's Absolute Focus — $9.8B Beacon Point Hyperscale Lease: Second hyperscale AI data center lease, 15-year triple-net, investment-grade tenant, 1 GW Beacon Point campus https://x.com/Hut8Corp/status/2052404064776851937
• Q1 2026 Earnings: $16.8B triple-net take-or-pay contracted lease revenue, blue-chip investment-grade counterparties https://x.com/Hut8Corp/status/2051999085381423208
• Stock Breaks $100: CEO Asher Genoot marks $HUT historic milestone https://x.com/ashergenoot/status/2052054004432077305
• ABTC Joint Spaces: Q1 results discussion with American Bitcoin team (including Eric Trump) https://x.com/Hut8Corp/status/2052077810982764748

Core Scientific (CORZ)

• Q1 2026 Earnings + $3.3B Financing: Completed $3.3B 7.75% senior secured notes offering (due 2031) to fund data center development https://x.com/Core_Scientific/status/2052117907916849165
• Muskogee Campus Expansion to ~1.5 GW: Multi-tiered strategy expanding Oklahoma campus gross power to ~1.5 GW (~1 GW leasable) https://x.com/Core_Scientific/status/2051990575268635040
• Note: Business posts focused on earnings + financing + expansion; brand presence includes Cadillac F1 and Ron Capps racing sponsorships

Bitmain

• ⚠️ Low Activity: Latest post was Apr 28 (12 days ago), Bitcoin 2026 Las Vegas exhibition post https://x.com/BITMAINtech/status/2048941822710538705
• Recent Product: AR1901/AR1902 next-gen liquid cooling solutions (Apr 18) https://x.com/BITMAINtech/status/2045487315045540068
• Note: 12+ consecutive days without new posts; only product promos and event content in backlog, no new partnerships or business announcements

Group Focus: Hut 8 leads with $9.8B Beacon Point lease + Q1 earnings + stock breaking $100. Core Scientific follows with $3.3B financing + Muskogee 1.5GW expansion. CleanSpark has the hardest data — 640 BTC/month + 50 EH/s + CEO explicitly pursuing hyperscale AI customer. MARA pushing Long Ridge hard but no tenant signed yet. Bitdeer has no new hard data, only earnings preview and events. Riot posted once then went silent again. Bitmain 12+ days silent.

💼 Strategy / Saylor

Strategy (@Strategy)

• Today — CEO Phong Le on CNBC: Discussing how $MSTR maximizes Bitcoin Per Share, $STRC new options, dividend coverage, and BTC liquidity https://x.com/Strategy/status/2052831180429447310
• $STRC Semi-Monthly Dividend Vote Results: 70.6% voted in favor of semi-monthly dividends (1,122 votes, concluded) https://x.com/Strategy/status/2052401009142460725
• May 13 Saylor + Phong Le Retail Investor Q&A Preview: Hosted by Natalie Brunell, dual-streamed on X and YouTube https://x.com/natbrunell/status/2052747987550433753
• HODL Merchandise Launch: Basketball, ties, tie pins and other HODL-themed items https://x.com/Strategy/status/2052738439276101744

Michael Saylor (@saylor)

• Today — STRC Liquidity Data: "Two cents of volatility. $216 million of liquidity. At par after market." Emphasizing STRC trading quality https://x.com/saylor/status/2052867427436753335
• Retweet Highlights: Halston debunking MSTR FUD + potential BTC sale is actually $2.2B tax optimization; Zynx says Bitcoin Twitter is a decade ahead of public perception; David Battaglia comparing insurance company float model to BTC treasury; Pendle PT market ~$50.5M TVL, STRC yield 18% fixed APY https://x.com/pendle_fi/status/2052604601921393121
• Pinned: "Bitcoin has won. The four-year cycle is dead" (Apr 4) https://x.com/saylor/status/2040438683380146574
• Overall Tone: STRC ecosystem expanding — DeFi integration (Pendle/Morpho) + retail Q&A + anti-FUD campaign

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat)

• Today — "Scarcity Assets Leading" Thesis: Pinned post analyzing S&P 500 leaders all selling "scarce goods" — compute ($NVDA $INTC $AMD), AI hardware ($MU $SNDK), energy infrastructure ($GEV); argues "the reason stocks are rising is correct" https://x.com/fundstrat/status/2052170071964078155
• Granny Shots ETF Promotion: Retweeted Fundstrat Capital weekly video, core holdings $PWR $GOOGL $CAT $TSLA $AMD https://x.com/FundstratCap/status/2052786010669412562
• $BMNR Technical Setup: Retweeted analyst saying BitMine ($BMNR) "extremely coiled" in wedge, waiting for $ETH to break 200 WMA for volume https://x.com/TheLongInvest/status/2052700878906212863
• Note: Back to regular cadence post-Consensus 2026, focused on Granny Shots ETF and BMNR promotion

⚡ Action Items Summary

Combined from Part 1 + Part 2 + Part 3:

🔴 Urgent

1. SSV Critical Vulnerability Report — Follow Up Required — Newly posted on forum (2h), 0 replies, details unknown. Must immediately confirm whether this affects stakefish-operated SSV clusters; assess vulnerability scope and severity.
2. SSV ETH Payment Transition — Cluster Runway Check — Testnet launching May 11, existing SSV clusters must top up immediately to ensure uninterrupted operation. Verify all stakefish cluster SSV balances and runway.
3. stakefish Cosmos Voting Incident Still Active — Searching "stakefish" still surfaces Cosmos Hub #1030 voting criticism as a top result, persisting for two weeks with no response. Recommend deciding promptly whether to publicly respond or change vote.

🟡 Important

4. RDTS Activation Countdown May 29 — Luke Dashjr intensifying narrative offensive, linking OP_RETURN issue to CSAM risk. SpiderPool continuously called out by CunyRenaud (5 large OP_RETURN in 7 days). f2pool needs a clear internal position and external messaging ready.
5. Stratum V2 Working Group Follow-Through — f2pool joined alongside AntPool, Foundry, SpiderPool, etc. Need to confirm technical implementation plan and external communications cadence.
6. Hut 8 / Core Scientific / CleanSpark Competition Accelerating — Hut 8's $9.8B lease, Core Scientific's $3.3B financing, CleanSpark's 50 EH/s + AI customer pursuit — mining-to-AI race intensifying. Monitor for indirect impact on stakefish/f2pool client competition.
7. Bitdeer Q1 Earnings May 14 — Watch for SealMiner shipment data and self-mining hashrate changes; may impact mining pool hashrate landscape.

🟢 Positive

8. f2pool Sentiment Healthy — Stratum V2 membership getting positive coverage, NAT integration mentioned by community, no negative sentiment detected.
9. EEA Deploys to stETH — Enterprise Ethereum Alliance allocating treasury to Lido stETH — institutional adoption expanding, bullish for stakefish's Ethereum staking ecosystem.
10. SSV ETH Payment Migration 25% Complete — New model live for only 2 weeks, already at quarter migration rate — solid progress.
11. Jito JTX Trading Platform Early Access — New Solana ecosystem product line, Jito treasury well-funded at $130.3M.

📋 Access Status Checklist (Global Merged)

Part 1 — Markets + Core Projects + BTC

Part 2 — Competitors + Sentiment

Part 3 — Key Companies