Daily Report Part 1/3 — Market + Core Projects + BTC 2026-05-10

📈 Market Analyst Views

@IncomeSharks

• Currently in the "Buffett is an idiot" cycle phase: Retail greed driving markets; most people will never take profits https://x.com/IncomeSharks/status/2052875265240625599
• Bad habits forming: Current environment lets traders make money while developing bad habits; partial profits are the only guaranteed way to lock in gains https://x.com/IncomeSharks/status/2052839249238749424
• Greed deafens warning: When the music stops most will keep singing, because prolonged "genius feeling" becomes self-deception https://x.com/IncomeSharks/status/2052839965630029875

@NoLimitGains

• Michael Burry holds $1B short position: $912M short PLTR + $187M short NVDA https://x.com/NoLimitGains/status/2053092166210056392
• SMH ETF sees largest weekly outflow in 14 years: $2.3B outflow in 5 trading days; smart money exiting semiconductors (RT @InTheAssembly) https://x.com/InTheAssembly/status/2053191428155580655
• Trump vs. consumer confidence disconnect: Trump says "never been this hot," consumers say "never felt this poor" — both can't be true https://x.com/NoLimitGains/status/2053161130306990550

🚗 Tesla $TSLA

@yxinsights (Yimin X)

• $AMD short discussion: Asked "why not short $AMD"; comments unanimously agreed it's a melt-up — don't short. AMD +11.44% that day https://x.com/yxinsights/status/2053044463153434918
• ETH compared to early NVDA opportunity: RT @MarkBerubeth — institutions positioned in NVDA when ChatGPT launched; retail was 35 months late https://x.com/MarkBerubeth/status/2053182211726160262

@DanBTC916 (Dan)

• How a Tesla Model S converted him from skeptic to bull: Test drove in 2014, changed stance, held long-term since https://x.com/DanBTC916/status/2053172078472507459
• Wyckoff Accumulation update (paid content, title visible) https://x.com/DanBTC916/status/2053019771600613653
• $TSLA strong close (paid content, title visible) https://x.com/DanBTC916/status/2052970834550235301

📋 Core Project Updates

Lido (@LidoFinance)

• SparkLend becomes largest wstETH holder globally: SparkLend is the deepest-liquidity ETH loop lending platform; wstETH collateral has exclusive e-mode (RT @sparkdotfi, May 7) https://x.com/sparkdotfi/status/2052410159117582371
• A41 exits 7,000 validators — optimization case study: A41 decided to shut down all validators in Dec 2025; Lido contributors optimized the exit process https://x.com/LidoFinance/status/2052417812191199587
• 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:

• Node Operator Registry name & reward address changes (23h active)
• SSV Anchor Client Hoodi testnet performance update (1d)
• LEGO Grants Reports (1d)
• Lido V2 GateSeal Committee (3d)
• LEGO Grant Proposal: Vero security assessment (3d)
• Kelp incident sub-1% loss coverage authorization (4d)
• Liquid Buybacks: NEST executes LDO/wstETH liquidity (4d)

SSV Network (@ssv_network)

• cSSV Genesis Boost ongoing: $75,000 SSV reward pool, 30 days or until depleted; stake SSV to earn cSSV + ETH protocol fees (Pinned, Apr 29) https://x.com/ssv_network/status/2049489765385240785
• No major new announcements in past 48h; mainly cSSV staking promotion

SSV Forum Hot Topics:

• ⚠️ ETH Payment Transition: Testnet goes live May 11; mainnet TBD. Existing SSV clusters must top up immediately to ensure runway
• Multi-Sig Emergency Powers Usage (May 6): Stale EB Snapshot bug after v2.0.0 upgrade; patched and deployed, no exploitation (21h)
• DAO Controlled Network Parameters Feed (7d)

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

Jito (@jito_sol)

• Lightspeed podcast: Jito Plugins & BAM strategy deep dive: Jito Labs solutions engineer and Foundation BD discuss Maker Priority plugin, Solana market structure, and on-chain trading future https://x.com/jito_sol/status/2053177128695312661
• JTX trading platform early access open (continuing from May 9) https://x.com/jito_sol/status/2052822089434902925

Jito Governance (gov.jito.network):

• No new proposals. Latest: Intervention to Resolve StakeNet Bug (completed, ~1 month ago)
• Treasury: ~209M JTO ($111M), ~51K JitoSOL ($6M), total ~$123.5M

ether.fi (@ether_fi)

• Hiring engineers: Actively recruiting (May 9) https://x.com/ether_fi/status/2052807013105820064
• Affiliate Program launched: Referral rewards up to six-figure annual income (Pinned, May 5)
• No major protocol announcements in past 48h

₿ BTC Tracking

@pwuille (Pieter Wuille)

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

@TheBlueMatt (Matt Corallo)

• Stratum V2 Working Group expansion: AntPool, Blocks, f2pool, Foundry, MARA, SpiderPool, DMND join founding members Braiins and Spiral (RT @StratumV2, May 7) https://x.com/StratumV2/status/2052395730694795274
• Quantum freeze & time-locked coins: Holders of time-locked coins cannot upgrade when CRQC appears; only protection is disabling EC and allowing TXID pre-commitment broadcast https://x.com/TheBlueMatt/status/2051698146909298727
• Stablecoin bill progress: Banks reject Tillis compromise, revealing their intent is delay rather than negotiation (RT @intangiblecoins, May 5) https://x.com/intangiblecoins/status/2051625790324777417

@adam3us (Adam Back)

• OPNEXT 2026: Bitcoin Core status report: @bitschmidty (Bitcoin Brink) presents 100 slides on Bitcoin Core project personnel and work; notes "code is transparent but code understanding is scattered across IRC etc." (RT, May 8) https://x.com/OPNEXT2026/status/2052737651992658170
• Jeff Walton on BTC long-term returns: Balance sheet growing 5.5%/year can sustain perpetual dividends; BTC CAGR 30-35% over next 8-10 years (RT TFTC, May 9) https://x.com/TFTC21/status/2052780733165678990

@bitcoinoptech (Bitcoin Optech)

• Newsletter #404 (May 8): Node fingerprinting solutions; Thomas Voegtlin proposes public fraud proofs to improve JIT channels game theory https://x.com/bitcoinoptech/status/2052650770768548140

@LukeDashjr (Luke Dashjr)

• RDTS filtering logic clarification: Distinguishes "data storage functionality" from "spam misread as data" — former can be fully blocked, latter mitigated with filters https://x.com/LukeDashjr/status/2052909457064038487
• Core 30+ CSAM forced distribution risk: Just one malicious miner running Core 30+ can force all BTC nodes to permanently participate in CSAM distribution https://x.com/LukeDashjr/status/2052491676854206752
• RDTS earliest activation date May 29: Plans to release new Knots version with RDTS before then https://x.com/LukeDashjr/status/2052240152588640484
• CLN v26.04.1 message padding bug: Vincenzo Palazzo found message padding defect in CLN since v26.02 (RT, May 6) https://x.com/PalazzoVincenzo/status/2051746422450512331

@peterktodd (Peter Todd)

• No BTC-related technical content in past 48h; mainly political/media retweets

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) — recently merged
• SIMD-0387: update feature ID (#518, by buffalojoec) — recently merged
• SIMD-0186: Define fee-only semantics (#514, by 2501babe, 17 comments)
• SIMD-0460: Virtual Address Space Adjustments (#460, by Lichtso, 14 comments)
• SIMD-0392: Balance checking semantics clarification (#466, by igor56D, 12 comments)
• Total: 212 merged PRs

Open PRs: 19 pending review

• 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)
• New: big integer modexp syscall (#529, Draft)

📋 Part 1 Access Status

Daily Report Part 2/3 — Competitors + Sentiment 2026-05-10

🏁 f2pool Competitors

1. @AntPoolofficial

• Latest post (May 8): Announced joining the Stratum V2 Working Group, supporting safer, more efficient, decentralized mining protocol evolution https://x.com/AntPoolofficial/status/2052570385200431428
• RT: Stratum V2 announcement — AntPool, Block Inc, f2pool, Foundry, MARA Foundation, SpiderPool, DMND all join in the same batch https://x.com/StratumV2/status/2052395730694795274
• Pinned: SOC 1 Type II & SOC 2 Type II certification https://x.com/AntPoolofficial/status/2013507057068937572
• Activity: Low (previous original post Apr 2, 5+ week gap)

2. @ViaBTC

• Latest post (May 9): Miner poll — rumors of air-cooled ASIC supply tightening while next-gen machines not yet shipping; asking miners whether to buy now https://x.com/ViaBTC/status/2052896446576316748
• Follow-up (May 9): Reminds miners of last bull cycle's lesson of waiting for "better hardware" and missing timing; emphasizes timing, power cost, and uptime over hype https://x.com/ViaBTC/status/2052896781617311913
• Content (May 8): ZEC surging driven by privacy narrative and Equihash mining interest revival; ViaBTC says it's back on miners' radar https://x.com/ViaBTC/status/2052546529559277732
• Announcement (May 6): English Telegram group temporarily closed, being restored https://x.com/ViaBTC/status/2051852957956890676
• Activity: Very high (multiple posts per day)

3. @SpiderPool_com

• Latest post (May 8): Quoted Stratum V2 announcement, proud to advance safer, open mining protocol standards with industry partners https://x.com/SpiderPool_com/status/2052616794926665789
• RT: @romtheminer compares NAT opportunity for BTC miners to 2020-21 LTC/DOGE merge mining https://x.com/romtheminer/status/2048661009372700906
• Product (Apr 17): BTC same-block dual rewards launched — 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: Low (latest original post 2 days ago, only Stratum V2 quote 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): Announced joining 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 on day one; multiple institutional miners onboarded; Decrypt coverage https://x.com/FoundryServices/status/2043677773516968077
• Activity: Low (long gaps between posts, but Stratum V2 and ZEC pool are two significant recent moves)

🏁 stakefish Competitors

5. @Kiln_finance

• Latest post (May 7): TON staking promotion — Telegram user growth, Catchain 2.0 launch, price breaking key resistance https://x.com/Kiln_finance/status/2052327041442172982
• Product (May 5): Ledger integrates Kiln OmniVault; users can earn 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 https://x.com/Kiln_finance/status/2051247807642607679
• Pinned (Mar 18): CoinShares joins Railnet https://x.com/Kiln_finance/status/2034206441066700822
• Activity: High
• Bio: $18B+ assets delegated, 30+ networks

6. @Figment_io

• Latest post (May 5): Glamsterdam — Ethereum's next protocol upgrade explainer, covering block builder market and exit queue changes https://x.com/Figment_io/status/2051670077464850800
• Major announcement (May 1): Founding member of Solana Research Institute (SRI), providing institutional risk assessment framework https://x.com/Figment_io/status/2049920714203861324
• Events: Yield Summit (Miami, May 4) and multiple NYC Digital Asset Week roadshows https://x.com/Figment_io/status/2049473777348583845
• Activity: High
• Bio: 1000+ institutional clients

7. @P2Pvalidator (P2P.org)

• Latest post (May 8): Hosting "Institutional Digital Asset Infrastructure in 2026" virtual roundtable on May 20, inviting custody, asset management, and banking 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
• Pinned: Syncro Sender — Solana transaction landing tool https://x.com/P2Pvalidator/status/2034266672769683903
• Activity: High
• Bio: $10B+ secured, 0 slashing

8. @everstake_pool

• Latest post (May 9): Monad April transaction volume hit ATH of 62.7M, growing against market downturn https://x.com/everstake_pool/status/2052781756902731876
• Analysis (May 8): Cardano validator count rises to #2 among L1s (2,900), emphasizing decentralization edge https://x.com/everstake_pool/status/2052748221219221985
• Partnership (Pinned, May 7): Partnership with Cypherock hardware wallet for non-custodial staking via cySync app https://x.com/everstake_pool/status/2052390740395737583
• RT (May 7): Injective mainnet native USDC and CCTP launch https://x.com/everstake_pool/status/2052407938988282292
• Activity: 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 dominant topic

Main news: f2pool joined the Stratum V2 Working Group alongside AntPool, Block Inc, Foundry, SpiderPool, MARA Foundation, and DMND. Stratum V2 enables miners to build their own transaction templates — a key protocol upgrade for mining decentralization. Top results for "f2pool" on X all relate to this topic, with coverage from Wu Blockchain, Bpay News, and other CN/EN media. Additionally, NAT community continues to mention f2pool's official NAT distribution integration.

• Stratum V2 announcement: https://x.com/StratumV2/status/2052395730694795274
• Wu Blockchain coverage: https://x.com/wublockchain12/status/2053271850994782639

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

stakefish Sentiment

🟡 Neutral-to-caution — Cosmos voting incident still prominent in search results

Recent events:

• Apr 24: POSTHUMAN_DVS and Cosmos Ecosystem publicly criticized stakefish for voting YES on Cosmos Hub Proposal #1030 (widely considered a scam proposal), calling for a change to NoWithVeto https://x.com/POSTHUMAN_DVS/status/2047425039939834224
• stakefish has not publicly responded to this incident (not new, but remains a top-page result when searching "stakefish", persisting for 2+ weeks)
• stakefish's most recent post is the Apr 23 Multi-Chain Staking API/SDK launch https://x.com/stakefish/status/2047050042607902770

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

🚨 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 landscape" https://x.com/CunyRenaud/status/2051955407204000061
• RT: Matthew Kratter posts "Bitcoin Hashers vs. Bitcoin Miners," distinguishing real network protectors from pure hashrate renters https://x.com/mattkratter/status/2052384591386919221

10. @LukeDashjr (Luke Dashjr)

• Post (May 9): Clarifies 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 (May 9): CSAM narrative escalation — claims just one malicious miner (running Core 30+) can force all nodes to permanently participate in CSAM distribution https://x.com/LukeDashjr/status/2052491676854206752
• Post (May 8): Warns miners are taking enormous risk; should push for RDTS activation ASAP https://x.com/LukeDashjr/status/2052620237359415462
• RDTS timeline (May 7): Confirms RDTS can activate as early as May 29; new Knots version will ship before then https://x.com/LukeDashjr/status/2052240152588640484
• Activity: Very high

11. @peterktodd (Peter Todd)

• Past 48h posts focused on geopolitics (Ukraine/Russia, NYT photo controversy, Utah privacy lawsuit, etc.)
• No OP_RETURN / spam / mining-related technical content
• Activity: High (but unrelated to BTC topics)

12. @GrassFedBitcoin (Mechanic #BIP-110)

• Post (10h ago): BIP-110 consensus game theory — cites Tim Urban's red/blue button thought experiment; argues "the least destructive scenario is everyone running BIP-110"; two coexisting consensus rulesets is the real danger https://x.com/GrassFedBitcoin/status/2053131150013641121
• RT (May 8): OCEAN pool promoting DATUM decentralized block templates — "fighting the centralization wave" https://x.com/ocean_mining/status/2052548699780427876
• Post (May 6): Criticizes Citrea — blockchain not fast enough, data must flood the network as unconfirmed transactions https://x.com/GrassFedBitcoin/status/2051778283247899108

OP_RETURN Summary

• SpiderPool repeatedly flagged: 5 large OP_RETURN instances in past 7 days; CunyRenaud tracking frequency acceleration
• RDTS activation countdown: Luke Dashjr confirms May 29 earliest; ramping up "miners will suffer losses if they don't activate" messaging
• CSAM narrative linked to RDTS: Luke Dashjr escalates OP_RETURN issue to CSAM distribution risk, claiming one malicious miner can pollute the entire network
• BIP-110 game theory heating up: GrassFedBitcoin using game theory framework to argue everyone should run BIP-110, implying non-adopters are the risk party

📋 Part 2 Access Status

Sentiment Search:

• f2pool (X search): ✅ Searched — Stratum V2 Working Group is primary topic; NAT integration mentioned by community
• stakefish (X search): ✅ Searched — Cosmos voting incident still in top search results; no new negative content

Daily Report Part 3/3 — Key Companies 2026-05-10

🏢 Public Mining Companies

Bitdeer (BTDR)

• BTC Weekly Report (May 8 data): BTC holdings 0 (pure custody, excluding customer deposits), produced 193.8 BTC, sold 193.8 BTC, net increase 0 — continuing "mine and sell" strategy https://x.com/Bitdeer/status/2052944849956118828
• Oslo Tech Show wrap-up: Bitdeer AI completed presentation at Oslo Tech Show 2026 on AI infrastructure, high-density data centers, and scalable GPU compute https://x.com/Bitdeer/status/2052947877975175613
• Q1 earnings call May 14: Management to discuss Q1 financials and operations https://x.com/Bitdeer/status/2052594476678266987
• 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/customers/financing this week; mainly conference presence and earnings preview; account migrated to @Bitdeer

Marathon (MARA)

• Long Ridge acquisition progressing: Latest post highlights Long Ridge core value — existing campus infrastructure + below-replacement-cost power + proprietary expansion capacity, positioned as large-scale AI/IT hosting platform https://x.com/MARA/status/2052745013981770189
• CEO emphasizes skipping 7-10 year build cycle: Fred Thiel says Long Ridge acquisition provides 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 focused on Long Ridge acquisition; no AI tenant signed yet

Riot (RIOT)

• ⚠️ Low activity: Latest post is May 5 Q1 2026 results summary, then went silent again https://x.com/RiotPlatforms/status/2051349041544372568
• Q1 highlights: $167.2M total revenue, $33.2M data center revenue, 1,473 BTC produced, 50 MW AMD contracted IT capacity
• Note: Broke long silence with one post then stopped again; abnormally low social frequency

CleanSpark (CLSK)

• April operational data (published May 6): Produced 640 BTC (21.33 BTC/day), operating hashrate 50.0 EH/s, BTC holdings 13,453, 1.8 GW power contracts 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 construction progress: CEO showcases 122-acre site grading and soil compaction analysis nearing completion https://x.com/smatthewschultz/status/2051795985752637572
• Note: CEO previously stated pushing "multi-gigawatt AI infrastructure platform," pursuing first hyperscaler customer

Hut 8 (HUT)

• $9.8B Beacon Point hyperscale lease + CEO on CNBC: Second hyperscale AI data center lease, 15-year triple-net, investment-grade tenant, 1 GW Beacon Point campus. CEO Asher Genoot on CNBC Power Lunch discussing the deal 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 posted celebrating $HUT historic milestone https://x.com/ashergenoot/status/2052054004432077305
• ABTC joint Spaces: Joint Q1 performance 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 (maturing 2031), supporting data center development https://x.com/Core_Scientific/status/2052117907916849165
• Muskogee campus expansion to ~1.5 GW: Multi-tier strategy expanding Oklahoma campus total 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 sponsorship

Bitmain

• ⚠️ Low activity: Latest post from 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 solution (published Apr 18) https://x.com/BITMAINtech/status/2045487315045540068
• Note: 12+ days of silence; only product promotion + conference backlog; no new partnerships or business announcements

Group Key Takeaway: Hut 8 leads with $9.8B Beacon Point lease + Q1 earnings + stock breaking $100 + CEO on CNBC. Core Scientific follows with $3.3B financing + Muskogee 1.5GW expansion. CleanSpark has the hardest data — 640 BTC/month + 50 EH/s + 122-acre AI campus under construction. MARA pushing Long Ridge hard but still no tenant signed. Bitdeer has no new hard data, just Oslo conference wrap-up + earnings preview. Riot posted once then went silent. Bitmain 12+ days silent.

💼 Strategy / Saylor

Strategy (@Strategy)

• CEO Phong Le on CNBC: Discussed 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 result: 70.6% voted to change to semi-monthly dividends (1,122 votes, closed) https://x.com/Strategy/status/2052401009142460725
• May 13 Saylor + Phong Le retail investor Q&A preview: Hosted by Natalie Brunell, dual-platform stream on X and YouTube https://x.com/natbrunell/status/2052747987550433753
• HODL merchandise launched: Dunk balls, ties, lapel pins and other HODL-themed items https://x.com/Strategy/status/2052738439276101744

Michael Saylor (@saylor)

• Today — Consensus 2026 deep interview: Discussed with Bonnie Chang and David Lin about Strategy's BTC selling controversy, the true meaning of "never sell BTC," and how Strategy achieves net accumulation by buying more than selling https://x.com/saylor/status/2053225568871780548
• STRC credit structure definition: Calls STRC "credit-engineered for income, stability, liquidity, and principal protection," issued as preferred stock rather than debt for scalability https://x.com/saylor/status/2053190051983503425
• BPS as the Bitcoin-standard EPS: Quotes Phong Le — Strategy YTD BTC Yield 9.4%, BTC Gain $5.0B https://x.com/saylor/status/2053094633131880935
• RT: J64 argues "the highest-performing capital will create the highest-performing credit" https://x.com/J64/status/2053117598976356449
• Pinned: "Bitcoin has won. The four-year cycle is dead" (Apr 4) https://x.com/saylor/status/2040438683380146574
• Overall tone: Shifted from STRC marketing to Consensus thought leadership; core narrative is "BPS is the new EPS" + STRC credit advantages

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat)

• Pinned — "Scarcity assets lead" thesis: S&P 500 leaders all sell "scarce goods" — compute ($NVDA $INTC $AMD), AI hardware ($MU $SNDK), energy infrastructure ($GEV); believes "the reason stocks are rising is correct" https://x.com/fundstrat/status/2052170071964078155
• RT Clarity Act legislative tailwind: Digital Oil analyzes five winners from Clarity Act passage — American public, ETH, LINK, CRCL, COIN+HOOD https://x.com/TokenizedDollar/status/2053087654514655708
• RT Cathie Wood: SpaceXAI partnership with Anthropic turned massive losses into $5-6B+ annual revenue; GPU depreciation concerns refuted by real case https://x.com/CathieDWood/status/2053156667949539664
• $BMNR connection: ORBS post recalls Tom Lee's 2016 BTC white paper for institutional clients; institutions now fully embracing it; also mentions Tom Lee as BitMine ($BMNR) chairman https://x.com/Iamhuman_ORBS/status/2053152702150983841

Group Key Takeaway: Strategy/Saylor in full Consensus 2026 output mode — Saylor does long-form interview addressing BTC selling controversy + defines STRC credit structure + pushes "BPS is the new EPS." Phong Le on CNBC explaining BTC Per Share mechanics. Retail investor Q&A on 5/13. Tom Lee's core thesis unchanged — "scarcity assets lead," RT focus on Clarity Act legislative tailwind and SpaceXAI/Anthropic deal.

📋 Part 3 Access Status

⚡ Action Items Summary

Combined from Part 1 + Part 2 + Part 3:

🔴 Urgent

1. SSV ETH Payment Transition — testnet goes live tomorrow (5/11): Existing SSV clusters must top up immediately to ensure runway. Mainnet timing TBD but window is closing. Verify our cluster funding is sufficient.
2. stakefish Cosmos #1030 voting incident still festering: Over 2 weeks with no public response; still top-page result when searching "stakefish." Recommend internal assessment on whether a public statement or vote change is needed.
3. RDTS earliest activation May 29: Luke Dashjr ramping up rhetoric, escalating OP_RETURN to CSAM narrative. f2pool as a mining pool needs to clarify internal stance and response strategy.

🟡 Important

4. Michael Burry $1B short PLTR+NVDA + SMH $2.3B outflow: Smart money exiting semiconductor/AI sector; overheating warnings intensifying. Monitor spillover impact on mining stock valuations.
5. Stratum V2 Working Group — f2pool joined: Alongside AntPool, Foundry, SpiderPool in same batch; positive sentiment dominating. Need to follow up on actual technical integration progress.
6. SpiderPool OP_RETURN activity accelerating: 5 large instances in past 7 days; CunyRenaud tracking closely. SpiderPool is an f2pool competitor; their behavior may impact entire mining pool industry reputation.
7. Bitdeer Q1 earnings 5/14: Watch SealMiner A4 shipping data and AI infrastructure transition progress; may shift mining competitive landscape.
8. Saylor 5/13 retail investor Q&A: Dense Consensus output; "BPS is the new EPS" narrative taking shape. Monitor impact on BTC market sentiment.

🟢 Positive

9. Hut 8 $9.8B Beacon Point lease + stock breaks $100: Benchmark case for mining-to-AI infrastructure transition; validates capital market acceptance of the pivot.
10. Core Scientific $3.3B financing + 1.5GW expansion: Large-scale non-dilutive financing success; mining infrastructure continues to attract traditional capital.
11. CleanSpark 50 EH/s + 640 BTC/month: Industry-leading pure mining hard data; AI campus progressing in parallel.
12. Clarity Act legislative tailwind: Tom Lee RT analysis of five winners (ETH, LINK, etc.); regulatory clarity improvement positive for the entire industry.
13. f2pool sentiment fully positive: No negative content found; Stratum V2 and NAT integration recognized by community.

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