Daily Monitoring Combined Report — 2026-05-13

Action Priorities

🔴 High Priority / Today's Catalysts

• Bitdeer released April ops data: self-mining hashrate 65.5 EH/s (YoY +400%), 783 BTC produced (YoY +372%), SealMiner A4 entering mass production; tomorrow's Q1 earnings call is this week's key catalyst.
• Strategy launched STRC semi-monthly dividend proposal; Saylor mobilizing shareholder vote; Pendle/Royco integrating STRC into fixed-yield products — product structure and DeFi integration advancing simultaneously.
• Core Scientific dual campus expanding to ~1.5 GW path with $3.3B financing secured; MARA pivoting narrative to Long Ridge acquisition and AI infrastructure delivery timeline.
• Bitcoin Knots 29.3 now includes built-in RDTS/BIP-110; BIP-110 community submitting PRs to Umbrel/Start9/MyNode/RaspiBlitz node distributions; OP_RETURN/spam debate continuing to heat up.

🟡 Monitor / May Evolve

• f2pool sentiment remains positive with Stratum V2 and NAT ecosystem expansion as main themes; SpiderPool continues to be called out by CunyRenaud for 5 large OP_RETURN activities in 7 days.
• stakefish Cosmos proposal #1030 YES vote incident still on search front page; account silent for 3+ weeks with no public response.
• SSV's ETH payment transition, cSSV Genesis Boost, and real network fee narrative progressing; reward distribution stalled at 2025-03 with IMP admin resigned and no updates.
• Tom Lee speaking at Sohn Foundation today, but recent public content remains heavily focused on Bitmine/ETH supply disinflationary narrative.

🟢 Low Priority / No New Action

• Riot 8 days without new posts; Bitmain 15+ days without new posts; no new partnerships or business announcements short-term.
• AntPool, SpiderPool, Foundry Stratum V2 announcements remain old news; overall activity low.
• Lido, Jito, ether.fi have governance/product updates but no immediate risk events requiring action.

Daily Report Part 1/3 — Markets + Core Projects + BTC 2026-05-13

📈 Market Analyst Views

@IncomeSharks

• SPY $740 call wall still capping, market makers maintaining delta neutral ahead of Friday OPEX: Breakout above $740 expected to trigger explosive rally https://x.com/IncomeSharks/status/2054288127234375711
• Semiconductor sector approaching "Delusion" zone: Market may have one last push up; next earnings cycle priced for extreme optimism https://x.com/IncomeSharks/status/2054284158957244527
• $USAS key earnings imminent: Revenue expected to double, EPS turning positive, benefiting from silver/copper price surge and new vein discovery https://x.com/IncomeSharks/status/2054261587377295653

@NoLimitGains

• Trump publicly states "not considering Americans' financial situation": Sparks widespread controversy https://x.com/NoLimitGains/status/2054278286084043027
• Has semiconductor buying power been exhausted?: SNDK, MU flagged for attention https://x.com/NoLimitGains/status/2054251856147202239

🚗 Tesla $TSLA

@yxinsights (Yimin X)

• $IREN breakout retest complete, target $110+: Bounce from April low may have entered Wave 5 https://x.com/yxinsights/status/2054186884889288759
• No TSLA-specific posts in past 48h; mainly paid service promotion

@DanBTC916 (Dan)

• Piper Sandler values Optimus at zero: Tesla's success probability for Robotaxi at-scale is below reasonable levels (Dan reposted Bradford Ferguson) https://x.com/bradsferguson/status/2054215082729525291
• TD9 bearish signal + CPI data: Paid content, title visible https://x.com/DanBTC916/status/2054193252715376737
• Multiple paid posts on $TSLA CVD and positioning

📋 Core Project Updates

Lido (@LidoFinance)

• NEST final specification proposed: Prior 10k stETH one-time LDO accumulation plan passed, now entering NEST execution phase (repost @0xwatercup) https://x.com/0xwatercup/status/2053886579660251254
• Tokenholder Update call May 21 at 14:00 UTC: Lido Labs leadership to share protocol updates (May 11) https://x.com/LidoFinance/status/2053778485823361088
• rsETH relief proposal: DAO proposed to allocate up to 2,500 stETH for Aave-coordinated Kelp rsETH bridge exploit relief (Pinned, Apr 24)

Lido Forum Hot Topics:

• PGov Delegate Thread (4h active)
• Authorise Loss Coverage Below 1% Threshold For Kelp Incident (13h)
• Node Operator Type Assessment Framework | CMv2 (1d)
• Liquid Buybacks: NEST execution with LDO/wstETH liquidity (1d, 74 replies)
• CircuitBreaker — Programmable panic layer (1d)
• Proposal: Second Opinion ZK Oracle (3d)

SSV Network (@ssv_network)

• cSSV Genesis Boost reward details published: OG holders (4/22 snapshot) get 50%/30%/20% boost by staking tier, minimum 50 SSV https://x.com/ssv_network/status/2054222567980855454
• SSV staking yield from real network usage fees: Non-emission model — validators pay fees → ETH → stakers https://x.com/ssv_network/status/2054182702291509366
• cSSV Genesis Boost ongoing: $75,000 SSV reward pool, 30 days or until depleted (Pinned, Apr 29)

SSV Forum Hot Topics:

• ⚠️ ETH payment transition: Testnet live, mainnet TBD. Existing SSV clusters must top up immediately to maintain runway
• Publication of Multi-Sig emergency powers use on May 6 (5h active)
• DAO Controlled Network Parameters Feed (10d)

🔔 SSV Reward Distribution Monitor: Last distribution was 2025-03 (Mar 16, 2025 by EridianAlpha). Eridian has resigned as IMP administrator; no new distribution updates since

Jito (@jito_sol)

• Jito Q1 Quarterly Call scheduled for May 20 at 1pm ET: With Blockworks, reviewing Q1 data and key trends https://x.com/jito_sol/status/2054264626854940682
• BAM Builder Series #5: Switchboard: CTO discusses how BAM layer reduces latency by hundreds of milliseconds to a full second https://x.com/jito_sol/status/2054259105133425044
• JTX positioning: JTX describes itself as "all-in-one for trading precious metals, stocks, crypto, prediction markets" (JTX repost)

Jito Governance (gov.jito.network):

• No new proposals. Latest: Intervention to Resolve StakeNet Bug (completed, ~1 month ago)
• Treasury: ~209M JTO ($102M), ~51K JitoSOL ($5.3M), ~11.7K SOL ($1.1M), total ~$114M

ether.fi (@ether_fi)

• $220M scale, 70K cards, zero-downtime migration to OP Mainnet: Completed infrastructure migration in partnership with Optimism for faster, cheaper UX https://x.com/ether_fi/status/2054215696314466561
• eETH ARM 30-day average 7.67% APY: Origin Protocol's ARM profits by buying eETH at DEX discount and redeeming 1:1 (repost @OriginProtocol) https://x.com/OriginProtocol/status/2054254242077016267
• $EURC Liquid vault launched: With k3_capital and MidasRWA, providing yield for Euro stablecoin holders (Pinned, May 12)

₿ BTC Dedicated Tracking

@pwuille (Pieter Wuille)

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

@TheBlueMatt (Matt Corallo)

• Loupe: AI-powered open-source Bitcoin vulnerability scanner released: Built by Block/Spiral; Bitcoin Core, BDK, LDK, rust-bitcoin, Cashu already onboarded (repost @spiralbtc) https://x.com/spiralbtc/status/2054252720937206103
• LDK releases production-grade Lightning server node: Capabilities used by CashApp, Square, Lightspark, Alby now packaged as standalone daemon (repost @lightningdevkit) https://x.com/lightningdevkit/status/2054231998458175553
• CLARITY Act draft modifies BRCA provisions: Prosecution under 1960 statute only when there is clear intent and knowledge, protecting neutral developers (repost @valkenburgh) https://x.com/valkenburgh/status/2054176552863056221

@adam3us (Adam Back)

• Hash-based signatures (SHRINCS) as conservative post-quantum choice for Bitcoin: Longer peer-review history and more understandable cryptographic security assumptions than lattice-based signatures https://x.com/adam3us/status/2054343934365561167
• BIP54 coinbase locktime adopted by ~5.5% of blocks: Past 30-day data (repost @fanquake) https://x.com/fanquake/status/2054228443424788586
• Adam Back speaking at Crypto Valley Conference May 28 (repost @Blockstream) https://x.com/Blockstream/status/2054166059091886328

@bitcoinoptech (Bitcoin Optech)

• Newsletter #404 Podcast live (May 13): Discussing node fingerprinting solutions, JIT channels open fraud proofs https://x.com/bitcoinoptech/status/2054238452263309352
• No new newsletter this week (#404 was May 8)

@LukeDashjr (Luke Dashjr)

• Security vulnerability disclosure should follow an orderly process: Notify upstream devs first → downstream distributors → give users upgrade time → then public disclosure https://x.com/LukeDashjr/status/2054303025221517386
• Bitcoin Knots 29.3 released, first to include RDTS support (repost @BitcoinKnots, May 12) https://x.com/BitcoinKnots/status/2053892462934901089
• BIP110 activation scenario analysis: Either smooth migration, or non-migrators cause chain split and BIP-110 side wins by renting hashpower with duplicate coins (repost @RC_Free_D, May 10) https://x.com/RC_Free_D/status/2053168298636759439

@peterktodd (Peter Todd)

• Android VPN backdoor vulnerability: Security researcher found Android apps can bypass VPN tunnel to leak data; Android official refuses to fix (repost @vinibarbosabr) https://x.com/vinibarbosabr/status/2054164015207621109
• No Bitcoin-related original content in past 48h; mainly reposting privacy/security and geopolitics

Bitcoin Core Releases (GitHub):

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

⚙️ Solana SIMD Governance

Recently Merged PRs:

• SIMD-0391: Stake Program Float to Fixed-Point (#391, by grod220, 47 comments)
• SIMD-0430: add feature ID (#523, by buffalojoec)
• SIMD-0387: update feature ID (#518, by buffalojoec)
• SIMD-0186: Define fee-only semantics (#514, by 2501babe, 17 comments)
• SIMD-0460: Virtual Address Space Adjustments (#460, by Lichtso, 14 comments)
• Total: 212 merged PRs

Open PRs: 18 pending review

• SIMD-0525: Shorter slot times (#525, by bw-solana, 46 comments) — actively discussed
• SIMD-0177: Program Runtime ABI v2 (#177, 130 comments) — actively discussed
• SIMD-0503: Static Sysvars (#503, 50 comments)
• SIMD-0363: Simple Alpenglow Clock (#363, 75 comments)
• SIMD-0461: falcon signature verification syscall (#461, 19 comments)

📋 Part 1 Access Status

Daily Report Part 2/3 — Competitors + Sentiment 2026-05-13

🏁 f2pool Competitors

1. @AntPoolofficial

• Latest post (May 8): Announced officially joining Stratum V2 Working Group, supporting more secure, efficient, and decentralized mining protocol https://x.com/AntPoolofficial/status/2052570385200431428
• Pinned: SOC 1 Type II & SOC 2 Type II certifications (unchanged) https://x.com/AntPoolofficial/status/2013507057068937572
• Repost: Stratum V2 official announcement — AntPool joined alongside f2pool, Foundry, SpiderPool and four others https://x.com/StratumV2/status/2052395730694795274
• Activity: Low (latest original post 5 days ago; prior post Apr 2, 5+ week gap)

2. @ViaBTC

• Latest post (23h ago): BTC difficulty expected +4.17%, adjustment in ~3 days, block time ~9m36s, miners continuing to add capacity https://x.com/ViaBTC/status/2054023986271428808
• Follow-up (23h ago): Difficulty increase reflects miner confidence in the network; efficiency and operational discipline determine margins https://x.com/ViaBTC/status/2054023988800582044
• Product (May 10): Scrypt mining community check-in — LTC/DOGE/BELLS/PEP/DINGO multi-coin merge mining active https://x.com/ViaBTC/status/2053298421813887191
• Activity: Very high (multiple posts daily, active engagement)

3. @SpiderPool_com

• Latest post (May 8): Cited Stratum V2 announcement, committed to advancing safer, open mining protocol standards with industry partners https://x.com/SpiderPool_com/status/2052616794926665789
• Repost: @romtheminer comparing 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 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: Low (latest original post 5 days ago)
• ⚠️ Note: CunyRenaud continues tracking SpiderPool large OP_RETURN activity — 5 times in past 7 days (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% network hashrate at launch with multiple institutional miners https://x.com/FoundryServices/status/2043677773516968077
• Repost: Kyle Schneps analyzing how Foundry is breaking Chinese hashrate concentration in Zcash mining https://x.com/GoBankYourself/status/2043683727339884799
• Activity: Low (long intervals between posts, but Stratum V2 and ZEC pool are two significant recent moves)

🏁 stakefish Competitors

5. @Kiln_finance

• Latest post (13h ago): L1 fee ranking — Top 10 L1s generated ~$314M fees over past 30 days; Tron leads with $225M (72%), followed by Zcash, ETH, SOL https://x.com/Kiln_finance/status/2054169726750757209
• Product (May 5): Ledger integrates Kiln OmniVault for stablecoin yields via Aave/Morpho/Compound https://x.com/Kiln_finance/status/2051640404764692805
• Pinned (Mar 18): CoinShares onboards to Railnet https://x.com/Kiln_finance/status/2034206441066700822
• Activity: High
• Bio: $18B+ assets delegated, 30+ networks

6. @Figment_io

• Latest post (5h ago): Optimistic about US CLARITY Act draft — latest language continues to classify staking and non-custodial validator operations as technical infrastructure; collaborating with Blockchain Association and Crypto Council to advance legislation https://x.com/Figment_io/status/2054290258368307572
• Event (12h ago): Consensus 2026 Miami recap — three themes: tokenization moving from PoC to institutional deployment, US regulatory clarity accelerating, stablecoins becoming payment infrastructure https://x.com/Figment_io/status/2054184822390591931
• Partnership: Fireblocks co-hosting webinar (5/13) showcasing how Uphold and eToro integrate staking via Figment https://x.com/FireblocksHQ/status/2054200285610889275
• Activity: High
• Bio: 1000+ institutional clients

7. @P2Pvalidator (P2P.org)

• Latest post (10h ago): Promoting May 20 "Institutional Digital Asset Infrastructure in 2026" online roundtable https://x.com/P2Pvalidator/status/2054218247634092156
• Product (13h ago): Published inaugural DeFi Dispatch — tokenized private credit nearing $18B, analysts project $40B by year-end; staked assets increasingly used as structured lending collateral https://x.com/P2Pvalidator/status/2054167724327096419
• Case study (15h ago): BitMart integrates ETH/SOL/DOT staking via P2P.org without building own validator infrastructure https://x.com/P2Pvalidator/status/2054135434423488570
• 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 (6h ago): Consensus 2026 Miami Beach event recap — hosted intimate discussions at botanical garden venue, focused on industry future https://x.com/everstake_pool/status/2054278476044067047
• Analysis (10h ago): Ethereum developer activity continues to lead, maintaining #1 among major ecosystems in April https://x.com/everstake_pool/status/2054218869141582093
• Partnership (Pinned, May 7): Partnership with Cypherock hardware wallet for non-custodial staking via cySync app https://x.com/everstake_pool/status/2052390740395737583
• Activity: Very high (multiple posts per day)
• Bio: 1.6M+ users, 130+ networks

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

🟢 Positive — Stratum V2 + NAT ecosystem continues expanding

Key news: f2pool joining Stratum V2 Working Group remains the biggest topic over the past week. Multiple X posts cite "75% of network hashrate supports Stratum V2 decentralization upgrade." Additionally, NAT ecosystem expansion — Luxor Mining officially claiming NAT mining rewards; Chinese community lists f2pool, SpiderPool, and Luxor as top NAT mining pool endorsers.

• Tutellus reporting 75% hashrate support: https://x.com/tutellus/status/2054189989445996923
• NAT ecosystem expansion discussion: https://x.com/TianszstarPeng/status/2054348248660476169

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

stakefish Sentiment

🟡 Neutral-to-Caution — Cosmos voting incident still on search front page; account silent for 3+ weeks

Ongoing incident:

• Apr 24: POSTHUMAN_DVS and Cosmos Ecosystem publicly criticized stakefish for voting YES on Cosmos Hub proposal #1030 (deemed scam proposal by community), urging switch to NoWithVeto https://x.com/POSTHUMAN_DVS/status/2047425039939834224
• stakefish has not publicly responded to date (incident ongoing for nearly 3 weeks; still prominent result when searching "stakefish")
• stakefish's most recent post remains the Apr 23 Multi-Chain Staking API/SDK https://x.com/stakefish/status/2047050042607902770

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

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (Renaud Cuny)

• Repost (May 12): Dathon Ohm announces BIP-110 officially included in latest Bitcoin Knots version; no longer need to run a separate fork for RDTS support https://x.com/dathon_ohm/status/2053996464028742095
• Repost (May 12): Bitcoin Knots 29.3 official release announcement https://x.com/BitcoinKnots/status/2053892462934901089
• 🚨 OP_RETURN ALERT (May 7): SpiderPool large OP_RETURN activity accelerating — 5 times in past 7 days, latest is 10KB MP3 file (SoundJay.com royalty-free UI click sound) inscribed via 3 OP_RETURN outputs using 'pwm1:' file inscription protocol https://x.com/CunyRenaud/status/2052330399653658950

10. @LukeDashjr (Luke Dashjr)

• Post (4h ago): Articulated orderly security vulnerability disclosure process — notify upstream devs first → downstream distributors → give users upgrade time → then public disclosure https://x.com/LukeDashjr/status/2054303025221517386
• Repost (May 12): Bitcoin Knots 29.3 released — first node software with built-in RDTS/BIP-110 support https://x.com/BitcoinKnots/status/2053892462934901089
• Repost (May 10): Rob B Cool on BIP-110 activation scenarios — either smooth migration, or chain split where BIP-110 side wins by renting hashpower with duplicate coins https://x.com/RC_Free_D/status/2053168298636759439
• Post (May 9): Distinguishing data storage functionality from spam — "you can block the former and also mitigate the latter with filters" https://x.com/LukeDashjr/status/2052909457064038487
• Activity: Very high

11. @peterktodd (Peter Todd)

• Past 48h posts focused on privacy/security topics (Android VPN backdoor repost, GrapheneOS discussion, geopolitics)
• No OP_RETURN / spam / mining-related technical content seen
• Activity: High (but unrelated to BTC mining/spam topics)

12. @GrassFedBitcoin (Mechanic #BIP-110)

• Post (7h ago): BIP-110 has not been substantively rejected; "confiscation" FUD is malicious, but industry majority attitude remains apathetic with lack of active support https://x.com/GrassFedBitcoin/status/2054262132557193526
• Repost (May 12): Intensive reposting of Bitcoin Knots 29.3 RDTS release — including Leo submitting PRs to Umbrel/Start9/MyNode/RaspiBlitz major node distributions https://x.com/leo_haf/status/2054240500639498676
• Repost (May 12): Simple Steve says "watch when Odell and Marty realize this isn't going away" https://x.com/SteveSimple/status/2053918624969265276
• Activity: Very high

OP_RETURN Summary

• BIP-110 enters node distribution promotion phase: After Bitcoin Knots 29.3 built-in RDTS, BIP-110 community has submitted PRs to Umbrel, Start9, MyNode, RaspiBlitz — four major node distributions, aiming for one-click upgrade for regular node operators
• GrassFedBitcoin acknowledges industry apathy: Despite grassroots support for BIP-110, "industry majority attitude remains apathetic" — forced activation faces resistance in the short term
• SpiderPool continues to be called out: CunyRenaud tracking 5 large OP_RETURNs in 7 days, frequency accelerating
• Luke Dashjr continues CSAM narrative: Prior posts escalated OP_RETURN issue to CSAM distribution risk to pressure miners into activating RDTS
• Peter Todd absent from OP_RETURN discussion this week: Attention shifted to privacy/security topics

📋 Part 2 Access Status

Sentiment searches:

• f2pool (X search): ✅ Searched — Stratum V2 + NAT ecosystem expansion as main topics, no negative content
• stakefish (X search): ✅ Searched — Cosmos voting incident still on first page of results (ongoing for nearly 3 weeks), no new negative content

Daily Report Part 3/3 — Key Companies 2026-05-13

🏢 Public Mining Companies

Bitdeer (BTDR)

• 🔥 Today — April operational data released: Self-mining hashrate 65.5 EH/s (YoY +400%), mined 783 BTC (YoY +372%); SealMiner A4 (9.45 J/TH) entering mass production; Norway Tydal hosting lease agreement in advanced negotiation https://x.com/Bitdeer/status/2054156694306091467
• Q1 earnings call tomorrow (5/14): Management to discuss Q1 financials and operations, 8:00 AM EST https://x.com/Bitdeer/status/2052594476678266987
• BTC weekly report (May 8 data): Holdings 0, output 193.8 BTC, all sold — continuing zero-hold strategy https://x.com/Bitdeer/status/2052944849956118828
• Note: Pinned post still SealMiner A4 Series (Apr 7); Oslo Tech Show exposure wrapped up; no new contracts/clients/financing

Marathon (MARA)

• 🔥 Today — Long Ridge acquisition promotion: Emphasizing AI compute demand won't wait 7-10 years for infrastructure to catch up; MARA acquired Long Ridge at below replacement cost to shorten delivery timeline https://x.com/MARA/status/2054232041701384212
• Yesterday — Q1 2026 shareholder letter + earnings call: Full shareholder letter published, earnings call completed same day https://x.com/MARA/status/2053930938984235081
• Starwood partnership enters execution phase: IR head Rob Samuels explains — MARA site contribution with upfront equity confirmation, cash requirements deferred; Q1 moved from announcement to permitting and site selection https://x.com/RobSamuelsIR/status/2053939560946754030
• Note: Core narrative shifted from convertible debt deleveraging to Long Ridge acquisition + Starwood execution; still no AI tenant signing announced

Riot (RIOT)

• ⚠️ Low activity: Latest post was May 5 Q1 results summary, 8 days without new posts https://x.com/RiotPlatforms/status/2051349041544372568
• Q1 highlights: $167.2M total revenue, $33.2M data center revenue, produced 1,473 BTC, 50 MW AMD contracted IT capacity
• Note: Broke long silence with one post then went quiet again; social media frequency remains lowest among public miners

CleanSpark (CLSK)

• Yesterday — Q2 FY2026 earnings released: Revenue $136.4M, total assets $2.9B, power contracts doubled YoY (including 585 MW ERCOT approved capacity) https://x.com/CleanSpark_Inc/status/2053938572692971596
• VP repost validating AI capex ROI: Harry Sudock cites David Sacks "1 GW data center ~$50B capex, $25-30B annual revenue, ~2 year payback" — says market has completed infrastructure capex ROI validation https://x.com/harry_sudock/status/2053598585107746957
• April operational data: Produced 640 BTC (21.33 daily avg), operating hashrate 50.0 EH/s, BTC holdings 13,453, 1.8 GW power contracts https://x.com/CleanSpark_Inc/status/2052011382393000025
• Note: Executive media blitz — CEO on podcast + CTO on Earnest Hamilton channel; actively pushing AI/HPC narrative

Hut 8 (HUT)

• $9.8B Beacon Point 15-year lease: CEO Asher Genoot on CNBC Power Lunch discussing 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 contract lease revenue, blue-chip investment-grade counterparties https://x.com/Hut8Corp/status/2051999085381423208
• Stock breaks $100: CEO posts commemorating $HUT historic milestone https://x.com/ashergenoot/status/2052054004432077305
• Note: Latest post May 7 (6 days ago); last week's catalysts ($9.8B lease + stock breaking $100) still being digested; no new posts this week

Core Scientific (CORZ)

• Yesterday — Pecos campus expansion path to 1.5 GW: Added 300 MW gross power contracts, 200+ acres of land, developing behind-the-meter solutions https://x.com/Core_Scientific/status/2053920676424319381
• Q1 earnings + $3.3B financing: Completed $3.3B 7.75% senior secured notes offering (2031 maturity) to support data center development https://x.com/Core_Scientific/status/2052117907916849165
• Muskogee campus ~1.5 GW: Oklahoma campus total gross power expanded to ~1.5 GW (~1 GW leasable) https://x.com/Core_Scientific/status/2051990575268635040
• Note: Dual campus pushing 1.5 GW simultaneously (Pecos + Muskogee); $3.3B financing secured; largest expansion effort among miners

Bitmain

• ⚠️ Low activity: Latest post was Apr 28 Bitcoin 2026 Las Vegas expo post, 15+ days without new posts https://x.com/BITMAINtech/status/2048941822710538705
• Recent product: AR1901/AR1902 liquid cooling solution (Apr 18) https://x.com/BITMAINtech/status/2045487315045540068
• Note: 15+ consecutive days without new posts; only product promo + expo backlog; no new partnerships or business announcements

Group focus: Bitdeer released April ops data today (65.5 EH/s, +400% YoY); tomorrow's Q1 earnings is this week's key catalyst. MARA shifted from earnings to Long Ridge acquisition promotion; Starwood entering execution but still no AI tenant signing. Core Scientific dual campus pushing 1.5 GW + $3.3B financing secured — largest expansion. CleanSpark Q2 earnings strong ($136.4M + power doubled). Hut 8 digesting last week's $9.8B lease catalyst. Riot 8-day silence. Bitmain 15+ day silence.

💼 Strategy / Saylor

Strategy (@Strategy)

• 🔥 Today — STRC semi-monthly dividend proposal: Proposing to change STRC dividends from monthly to semi-monthly payment, expected to result in smaller ex-dividend price fluctuation, tighter par trading, and more reinvestment windows; calling for shareholder vote https://x.com/Strategy/status/2054243521930891328
• Tomorrow retail investor Q&A: Saylor + Phong Le participating, Natalie Brunell hosting, 5pm ET on X + YouTube https://x.com/Strategy/status/2054179062336114779
• Note: Bought 535 BTC yesterday (total holdings 818,869); today's focus shifted to STRC product structure optimization

Michael Saylor (@saylor)

• 🔥 Today — Pushing STRC semi-monthly dividend vote: "Help us make $STRC even better," citing Strategy's semi-monthly dividend proposal https://x.com/saylor/status/2054245706693476719
• Repost — STRC enters DeFi yield layer: Pendle launched STRC fixed-yield product (srRoyAPYUSD); Royco protocol Senior tranche apyUSD also live https://x.com/pendle_fi/status/2054260441271214475
• Repost — Crypto regulatory bill: Stand With Crypto published Digital Asset Market Clarity Act draft analysis; Senate Banking Committee markup scheduled this Thursday https://x.com/standwithcrypto/status/2054197414123213117
• Pinned: "Bitcoin has won. The four-year cycle is dead" (Apr 4) https://x.com/saylor/status/2040438683380146574
• Overall tone: Shifted from yesterday's CoinDesk interview back to STRC product promotion + crypto regulation focus; tomorrow's Q&A is next engagement peak

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat)

• 🔥 Today — Sohn Foundation luncheon speech: Speaking at Jazz at Lincoln Center Sohn Foundation luncheon, alongside Barry Silbert https://x.com/fundstrat/status/2054232502537986161
• ETH supply "disinflationary" thesis continues: Claims ETH supply has been disinflationary for the past year; Bitmine's massive buying + staking further reduces available supply; purchased over 1M ETH (4.3% of supply) https://x.com/fundstrat/status/2053998394473951577
• ETHPrague sponsorship: Bitmine sponsors ETHPrague 2026 https://x.com/fundstrat/status/2054015979722543447
• Pinned — "Scarcity assets leading" thesis: S&P 500 leaders all sell "scarce goods" — compute, AI hardware, energy infrastructure (May 7 CNBC) https://x.com/fundstrat/status/2052170071964078155
• Note: Recent content almost entirely focused on Bitmine ($BMNR) / ETH; today's Sohn speech may yield new macro views

Group focus: Strategy pushing STRC semi-monthly dividend proposal today (product structure optimization); Pendle launching STRC fixed yield is a new DeFi integration milestone. Saylor hosting retail Q&A tomorrow. Tom Lee speaking at Sohn Foundation today, but recent content remains Bitmine/ETH focused.

📋 Part 3 Access Status

1. ✅ @Bitdeer — Accessed
2. ✅ @MARA — Accessed
3. ✅ @RiotPlatforms — Accessed (latest post May 5, 8-day silence)
4. ✅ @CleanSpark_Inc — Accessed
5. ✅ @Hut8Corp — Accessed (latest post May 7)
6. ✅ @Core_Scientific — Accessed
7. ✅ @BITMAINtech — Accessed (15+ days no new posts)
8. ✅ @Strategy — Accessed
9. ✅ @saylor — Accessed
10. ✅ @fundstrat — Accessed

Key Takeaways

1. 🔥 Bitdeer April ops: 65.5 EH/s self-mining (+400% YoY), 783 BTC output (+372% YoY), SealMiner A4 mass production, Q1 earnings tomorrow
2. 🔥 Strategy STRC semi-monthly dividend proposal: Product structure optimization — smaller ex-dividend fluctuation, tighter par trading, more reinvestment windows
3. 🔥 Core Scientific dual campus 1.5 GW: Pecos +300 MW + Muskogee ~1.5 GW, $3.3B financing secured
4. 🔥 MARA Long Ridge acquisition: Below replacement cost to shorten AI infrastructure delivery
5. 🟡 CleanSpark Q2 earnings: $136.4M revenue + power doubled + 585 MW ERCOT, strong hard data (released yesterday)
6. 🟡 Saylor retail Q&A tomorrow + STRC on Pendle: DeFi integration expanding
7. 🟡 Tom Lee Sohn Foundation speech: High-profile venue, may produce new macro views
8. 🟡 Hut 8: $9.8B lease + stock breaking $100 catalyst continuing, no new posts this week
9. ⚠️ Riot: 8-day silence, social frequency remains lowest
10. ⚠️ Bitmain: 15+ day silence, only expo backlog content

📋 Global Access Status

Part 1 (Markets + Core Projects + BTC): 21/21 ✅ Part 2 (Competitors + Sentiment): 12/12 ✅ + 2 sentiment searches ✅ Part 3 (Key Companies): 10/10 ✅

All 43 data sources accessed successfully. No gaps.