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2026-05-12 · English Report

Daily Monitoring Combined Report — 2026-05-12

Action Priorities

🔴 High priority / today’s catalysts

  • MARA released its Q1 2026 shareholder letter today; the Starwood partnership is moving into execution and ~90% of non-hosted capacity is being evaluated for AI/IT hosting, but no AI tenant signing was reported.
  • CleanSpark released FY2026 Q2 results today; revenue, power contracts, and approved ERCOT capacity provide the strongest hard data in the miner/HPC narrative.
  • Core Scientific added a Pecos expansion path toward 1.5 GW, supported by recent $3.3B financing for data-center development.
  • Bitcoin Knots 29.3 shipped with RDTS/BIP-110 support, moving RDTS from PR debate into runnable software and escalating the OP_RETURN/spam dispute.

🟡 Watch / may evolve

  • Strategy bought another 535 BTC, opened STRC proxy voting, and has a retail investor Q&A scheduled for May 13.
  • The stakefish Cosmos voting issue still appears on the first search results page with no public response; f2pool sentiment remains mainly positive around Stratum V2.
  • SpiderPool was called out for 5 large OP_RETURN events in 7 days, with accelerating frequency.
  • Tom Lee’s activity today was almost entirely Bitmine/ETH promotion; watch whether this becomes a sustained theme.

🟢 Lower priority / no urgent action

  • Bitdeer’s Q1 call is due May 14; current updates are mainly events and earnings preview.
  • Riot has been quiet for 7 days; Bitmain has been quiet for 14+ days.
  • Lido, Jito, and ether.fi had product/governance updates but no urgent action item.

Part 1/3 — Market + Core Projects + BTC

Market analysts

@IncomeSharks

@NoLimitGains

Tesla $TSLA

@yxinsights (Yimin X)

@DanBTC916 (Dan)

Core project updates

Lido (@LidoFinance)

  • Tokenholder Update call on May 21: Lido Labs leadership will share protocol updates and market progress at 14:00 UTC. https://x.com/LidoFinance/status/2053778485823361088
  • rsETH relief proposal: DAO one-time grant of up to 2,500 stETH for Aave-coordinated relief after the Kelp rsETH LayerZero bridge vulnerability (pinned, Apr 24).
  • Forum hot topics: Liquid Buybacks / NEST execution with LDO-wstETH liquidity; Node Operator Type Assessment Framework / CMv2; Easy Track setup for LOL to align with EGG; CircuitBreaker programmable panic layer; Pier Two joins MAVAN; May 21 Tokenholder Update call.

SSV Network (@ssv_network)

  • cSSV staking promotion continues: protocol fee APR up to 22% in ETH terms; three steps to start earning ETH yield. https://x.com/ssv_network/status/2053894004199309577
  • cSSV Genesis Boost ongoing: $75,000 SSV pool for 30 days or until depleted (pinned, Apr 29).
  • Forum: ETH-payment transition testnet went live May 11; mainnet TBD; existing SSV clusters must top up runway immediately. Other topics include May 6 multi-sig emergency powers use and DAO-controlled network parameters feed.
  • Yield distribution monitor: latest distribution was 2025-03 (Mar 16, 2025 by EridianAlpha). Eridian resigned as IMP administrator; no later distribution update.

Jito (@jito_sol)

  • BAM Maker Priority plugin progressing: gives registered prop AMMs deterministic top-of-batch execution every 50ms, enabling tighter spreads and deeper liquidity. https://x.com/jito_sol/status/2053952216281559402
  • Latest Lightspeed clip: Jito Labs and Jito Foundation discussed BAM plugins and Solana market structure. https://x.com/jito_sol/status/2053947105551503486
  • JTX positioning as “Solana’s Everything Home” was reposted.
  • Governance: no new proposal; latest was “Intervention to Resolve StakeNet Bug” completed about 1 month ago. Treasury: ~209M JTO ($111M), ~51K JitoSOL ($6.4M), total ~$124M.

ether.fi (@ether_fi)

BTC tracking

Solana SIMD governance

Merged PRs: SIMD-0391 Stake Program Float to Fixed-Point (#391), SIMD-0430 add feature ID (#523), SIMD-0186 fee-only semantics (#514), SIMD-0460 Virtual Address Space Adjustments (#460); 212 merged PRs total.

Open PRs: 18 under review, including SIMD-0525 Shorter slot times (#525), SIMD-0177 Program Runtime ABI v2 (#177), SIMD-0503 Static Sysvars (#503), SIMD-0363 Simple Alpenglow Clock (#363), SIMD-0461 falcon signature verification syscall (#461).

Part 2/3 — Competitors + Sentiment

f2pool competitors

stakefish competitors

Sentiment

f2pool

Positive — Stratum V2 WG membership remains the main topic. X search results are almost entirely about f2pool joining AntPool, Foundry, SpiderPool, and others in the Stratum V2 Working Group. Media framed it as seven major pools representing 75% of hashrate backing a decentralization upgrade. Sources: Coin Knowledge https://x.com/coinknowledge1/status/2054000989078970505; Stratum V2 follow-up https://x.com/StratumV2/status/2053904546615709831. No f2pool lawsuit / hack / scam / switch-from-f2pool negative content found.

stakefish

Neutral / watch — Cosmos voting incident still visible. Apr 24 criticism by POSTHUMAN_DVS and Cosmos Ecosystem said stakefish voted YES on Cosmos Hub proposal #1030, which the community identified as a scam proposal, and urged NoWithVeto. https://x.com/POSTHUMAN_DVS/status/2047425039939834224 stakefish has not publicly responded; latest stakefish post remains Apr 23 Multi-Chain Staking API/SDK. https://x.com/stakefish/status/2047050042607902770 No new stakefish SEC / down / scam negatives found.

OP_RETURN / spam monitoring

Summary: Bitcoin Knots 29.3 made RDTS/BIP-110 runnable software; the CSAM narrative continues; SpiderPool remains named in large OP_RETURN monitoring; BIP-110 supporters are using game-theory framing to argue adoption is the lower-risk path.

Part 3/3 — Key Companies

Public mining companies

Mining-company main line: CleanSpark has the strongest hard data today; MARA moved Starwood into execution but still has no AI tenant; Core Scientific is pushing dual 1.5 GW campuses with financing; Hut 8 keeps leading the AI-data-center narrative; Bitdeer awaits May 14 earnings; Riot and Bitmain remain quiet.

Strategy / Saylor

Fundstrat / Tom Lee

Access status / completion summary

All 10/10 company accounts were successfully accessed in the source report. Key takeaways: CleanSpark Q2, MARA Q1 letter, Strategy 535 BTC buy, Core Scientific Pecos expansion, Tom Lee/Bitmine ETH push, Saylor CoinDesk/STRC framing, Hut 8 lease narrative, Bitdeer May 14 earnings pending, Riot quiet 7 days, Bitmain quiet 14+ days.

Generated from reports/2026-05-12_combined_en.md