Daily Report

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2026-05-14 · English Report

Daily Report Part 1/3 — Markets + Core Projects + BTC 2026-05-14

📈 Market Analyst Views

@IncomeSharks

@NoLimitGains

🚗 Tesla $TSLA

@yxinsights (Yimin X)

@DanBTC916 (Dan)

📋 Core Project Updates

Lido (@LidoFinance)

  • May Snapshot votes live: NEST automated LDO buyback, node operator type assessment framework CMv2, GateSeal-to-CircuitBreaker migration, Pier Two joining Curated Module, etc. Voting deadline May 18 4PM UTC https://x.com/LidoFinance/status/2054519728668897658
  • Credora analyzes stETH resilience against DeFi exploits: 1:1 algorithmic minting with no centralized mint authority, 5-45 day timelock protection, native Ethereum with no direct bridge dependency risk https://x.com/LidoFinance/status/2054590544400003576
  • rsETH relief proposal: proposal for DAO to allocate up to 2,500 stETH for Aave-coordinated Kelp rsETH bridge exploit relief (Pinned, Apr 24)

Lido Forum Hot Topics:

  • Pier Two joins MAVAN (Bitmine immersive cooling company) (1h active)
  • Proposal: reduce VEBO report frame from 8h to ~4.8h (75 to 45 epochs) (9h)
  • Lido Alliance as DAO-Adjacent BORG organization (9h, 47 replies)
  • LIP-28 Dual Governance (9h, 19 replies)
  • SSV community NO validation path proposal (11h)
  • stETH/LDO trade exploiting market opportunity (12h)

SSV Network (@ssv_network)

SSV Forum Hot Topics:

  • ⚠️ ETH payment transition: testnet live May 11, mainnet TBD. Existing SSV clusters must top up immediately to ensure runway
  • Multi-Sig emergency authority usage disclosure (May 6) (5d active)
  • DAO Controlled Network Parameters Feed (11d)

🔔 SSV Revenue Distribution Monitor: last distribution was 2025-03 (Mar 16, 2025 by EridianAlpha). No new distributions since

Jito (@jito_sol)

  • FireBAM client released: Frankendancer-compatible BAM client live on testnet and third-party early access, extending BAM and Early Subsidy Program to additional ~12% of Solana validators https://x.com/jito_sol/status/2054607357443711258
  • JTX positioning article (Pinned): all-in-one trading app capturing next-gen trader attention and on-chain volume (Pinned, May 6)

Jito Governance (gov.jito.network):

  • No new proposals. Latest: Intervention to Resolve StakeNet Bug (completed, ~1 month ago)
  • Treasury: ~209M JTO ($107M), ~95K JitoSOL ($11M), ~11.7K SOL ($1.1M), total ~$119.5M

ether.fi (@ether_fi)

  • $220M TVL, 70K cards migrated to OP Mainnet completed: partnered with Optimism, zero-downtime migration of Cash product, Cash contributing ~50% of revenue (retweet @0xWeiler) https://x.com/0xWeiler/status/2054546759624303038
  • eETH ARM averaging 7.67% APY over past 30 days: Origin Protocol's ARM profits by buying eETH at DEX discount and redeeming 1:1 (retweet @OriginProtocol) https://x.com/OriginProtocol/status/2054254242077016267
  • $EURC Liquid vault launched: partnered with k3_capital and MidasRWA, offering yield for euro stablecoin holders (Pinned, May 12)

₿ BTC Tracking

@pwuille (Pieter Wuille)

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

@TheBlueMatt (Matt Corallo)

@adam3us (Adam Back)

@bitcoinoptech (Bitcoin Optech)

@LukeDashjr (Luke Dashjr)

@peterktodd (Peter Todd)

  • Sweden plans GPS tracking devices for children 13+: based on "pre-crime prediction," social workers can flag children deemed "at risk of crime" (retweet @ReclaimTheNetHQ) https://x.com/ReclaimTheNetHQ/status/2054605813210095788
  • No Bitcoin-related original content in past 48h, mainly retweeting privacy/surveillance and media ethics topics

Bitcoin Core releases (GitHub):

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

⚙️ Solana SIMD Governance

Merged PRs (recently active):

  • 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, 49 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)

📋 Access Status Checklist

# Account/Source Status
1 @IncomeSharks ✅ Accessed
2 @NoLimitGains ✅ Accessed
3 @yxinsights ✅ Accessed
4 @DanBTC916 ✅ Accessed
5 @LidoFinance ✅ Accessed
6 @ssv_network ✅ Accessed
7 @jito_sol ✅ Accessed
8 @ether_fi ✅ Accessed
9 @pwuille ✅ Accessed (no recent content)
10 @TheBlueMatt ✅ Accessed
11 @adam3us ✅ Accessed
12 @bitcoinoptech ✅ Accessed
13 @LukeDashjr ✅ Accessed
14 @peterktodd ✅ Accessed
15 research.lido.fi ✅ Accessed
16 forum.ssv.network ✅ Accessed
17 SSV Revenue Distribution ✅ Accessed (latest 2025-03, no new distributions)
18 gov.jito.network ✅ Accessed
19 bitcoin/bitcoin releases ✅ Accessed
20 Solana SIMD merged PRs ✅ Accessed
21 Solana SIMD open PRs ✅ Accessed

Daily Report Part 2/3 — Competitors + Sentiment 2026-05-14

🏁 f2pool Competitors

1. @AntPoolofficial

2. @ViaBTC

3. @SpiderPool_com

4. @FoundryServices

🏁 stakefish Competitors

5. @Kiln_finance

6. @Figment_io

7. @P2Pvalidator (P2P.org)

8. @everstake_pool

🔴 f2pool & stakefish Sentiment

f2pool Sentiment

🟢 Positive — NAT ecosystem continues expanding, global mining pool alliance narrative forming after Luxor joins

Key news: X search for "f2pool" dominated by NAT ecosystem content. KuCoin published its third consecutive NAT deep-dive article, analyzing why major pools like f2pool quickly followed SpiderPool's NAT mining mechanism. Community now positions f2pool, SpiderPool, AntPool, and Luxor as a global mining pool alliance, claiming "East vs West divide has disappeared."

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

stakefish Sentiment

🟡 Neutral-to-Caution — Cosmos voting incident still prominent in search results, account silent for 3+ weeks

Ongoing incident:

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

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (Renaud Cuny)

10. @LukeDashjr (Luke Dashjr)

11. @peterktodd (Peter Todd)

  • Past 48h posts focused on geopolitics/privacy topics (Sweden child GPS tracking pre-crime system, NYT Gaza photo controversy, UK politician resignation)
  • No OP_RETURN / spam / mining-related technical content
  • Activity: High (but unrelated to BTC mining/spam topics)

12. @GrassFedBitcoin (Mechanic #BIP-110)

OP_RETURN Summary

  • Foundry USA first large OP_RETURN: CunyRenaud recorded 7.3KB payload in block 949185; Foundry had never been flagged before, possibly indicating node upgrade to versions that no longer filter large OP_RETURNs
  • BIP-110 enters node distribution promotion phase: with Bitcoin Knots 29.3 including built-in RDTS, PRs submitted to Umbrel/Start9/MyNode/RaspiBlitz, aiming for one-click upgrade for regular node operators
  • GrassFedBitcoin acknowledges industry apathy: despite grassroots support for BIP-110, "industry majority remains apathetic," forced activation faces resistance in the short term
  • BIP-54 coinbase locktime sparks new controversy: already active in 5.5% of blocks; Luke Dashjr camp criticizes Bitcoin Core for unilateral deployment without sufficient discussion
  • Peter Todd absent from OP_RETURN discussion this week: attention shifted to privacy/geopolitics topics

📋 Access Status Checklist

# Account Status
1 @AntPoolofficial ✅ Accessed
2 @ViaBTC ✅ Accessed
3 @SpiderPool_com ✅ Accessed
4 @FoundryServices ✅ Accessed
5 @Kiln_finance ✅ Accessed
6 @Figment_io ✅ Accessed
7 @P2Pvalidator ✅ Accessed
8 @everstake_pool ✅ Accessed
9 @CunyRenaud ✅ Accessed
10 @LukeDashjr ✅ Accessed
11 @peterktodd ✅ Accessed
12 @GrassFedBitcoin ✅ Accessed

Sentiment searches:

  • f2pool (X search): ✅ Searched — NAT global mining pool alliance narrative dominant, KuCoin serial coverage, no negative content
  • stakefish (X search): ✅ Searched — Cosmos voting incident still prominent in search results (ongoing 3 weeks), no new negative content

Daily Report Part 3/3 — Key Companies 2026-05-14

🏢 Public Mining Companies

Bitdeer (BTDR)

Marathon (MARA)

  • Today — CEO on Bloomberg emphasizing energy moat: Fred Thiel on Bloomberg Open Interest stated AI's key bottleneck is power; MARA has 1.1+ GW energized capacity + ready land, can directly serve AI workloads https://x.com/MARA/status/2054612318751760631
  • CFO at NAFES 2026: Sal Khan emphasized MARA has transitioned from asset-light to self-operating 70% of infrastructure https://x.com/MARA/status/2054606642897998049
  • IR clarifies BTC sale misinterpretation: Rob Samuels clarified MARA did not additionally sell $1.5B BTC; previously reported BTC sales were part of disclosed debt reduction operations, not new sales https://x.com/RobSamuelsIR/status/2054572593919738100
  • Note: core narrative has shifted from convertible debt deleveraging to "energy + self-owned infrastructure"; Long Ridge acquisition promotion ongoing

Riot (RIOT)

CleanSpark (CLSK)

Hut 8 (HUT)

  • $9.8B Beacon Point lease being digested: latest post May 7, CEO on CNBC Power Lunch discussing second hyperscale AI data center lease — 15-year triple-net, investment-grade tenant, 1 GW campus https://x.com/Hut8Corp/status/2052404064776851937
  • Q1 2026 + stock breaks $100: $16.8B triple-net take-or-pay contracted lease revenue; CEO posted celebrating $HUT breaking $100 milestone https://x.com/Hut8Corp/status/2051999085381423208
  • Note: 7 days without new post; last week's catalysts ($9.8B lease + stock breaking $100 + ABTC joint earnings debrief) still being digested

Core Scientific (CORZ)

Bitmain

  • Low activity: latest post Apr 28 Bitcoin 2026 Las Vegas exhibition, 16+ days silent https://x.com/BITMAINtech/status/2048941822710538705
  • Note: 16+ consecutive days without new posts, only legacy product promotion + exhibition content, no new partnerships or business announcements

Group focus: MARA CEO on Bloomberg pushing "1.1 GW + AI-ready" narrative; Core Scientific CEO long strategic review (dual campus 3 GW total); Bitdeer updates miner fleet to 297K but Q1 call post pending. CleanSpark CEO intensive media push for AI/HPC narrative. Hut 8 digesting last week's $9.8B lease catalyst. Riot 9-day silence, Bitmain 16-day silence.

💼 Strategy / Saylor

Strategy (@Strategy)

Michael Saylor (@saylor)

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat)

  • Today — Crypto regulatory bill breakthrough: citing Bitcoin Historian report — Bitcoin and Crypto Clarity Act passed Senate Banking Committee with 13 votes, Kennedy confirmed yes vote, Democrats cannot block the bill https://x.com/fundstrat/status/2054742998399783390
  • ETH positioning upgrade: citing report that Europe is considering Ethereum as settlement layer for euro stablecoins, commenting "$ETH is the settlement layer of the future" https://x.com/fundstrat/status/2054669482035904633
  • Retweet — Semiconductor/memory parabolic rally: Fundstrat Capital weekly noting Semis and Memory parabolic trends highlight strong risk-reward for MAG7 and software https://x.com/FundstratCap/status/2054608280027115865
  • Pinned — "Scarcity assets leading" thesis: S&P 500 leaders all selling "scarce goods" — compute, AI hardware, energy infrastructure (May 7 CNBC) https://x.com/fundstrat/status/2052170071964078155
  • Note: first time commenting on crypto regulatory bill progress today; ETH narrative expanding from supply thesis to "European settlement layer"

Group focus: Strategy retail Q&A rescheduled to May 20; today's focus shifted to STRC semi-monthly dividend vote. Saylor showcasing STRC par stability ($100 par, $508M liquidity) + institutional adoption cases. Tom Lee's biggest signal today: crypto regulatory bill clearing committee + ETH as euro stablecoin settlement layer.

📋 Access Status Checklist

  1. ✅ @Bitdeer — Accessed (formerly @BitdeerOfficial, migrated)
  2. ✅ @MARA — Accessed (formerly @MARAHoldings, migrated)
  3. ✅ @RiotPlatforms — Accessed (latest post May 5, 9 days silent)
  4. ✅ @CleanSpark_Inc — Accessed
  5. ✅ @Hut8Corp — Accessed (latest post May 7)
  6. ✅ @Core_Scientific — Accessed
  7. ✅ @BITMAINtech — Accessed (16+ days without new posts)
  8. ✅ @Strategy — Accessed
  9. ✅ @saylor — Accessed
  10. ✅ @fundstrat — Accessed

⚡ Action Items Summary

Combined from Part 1 + Part 2 + Part 3:

🔴 Urgent

  1. stakefish Cosmos voting incident unaddressed for 3 weeks — searching "stakefish" still surfaces criticism; account silent for 3+ weeks. Decision needed on whether to publicly respond or at minimum resume social activity to prevent ongoing reputation erosion.
  2. SSV ETH payment transition: existing clusters must top up immediately — testnet live 5/11, mainnet timing TBD. Insufficient cluster runway will cause validator shutdown; all SSV cluster balances need immediate review.
  3. 13F disclosure day tomorrow (5/15) — Buffett, Druckenmiller, Ackman, Aschenbrenner and other major funds' Q1 2026 holdings going public; potential market volatility catalyst.

🟡 Important

  1. Foundry USA first large OP_RETURN (7.3KB) — may indicate Foundry upgraded to v30+ and no longer filters; resistance from major pools to OP_RETURN camp further diminishing. f2pool needs to clarify its own OP_RETURN filtering policy stance.
  2. BIP-110 enters node distribution promotion phase — PRs submitted to Umbrel/Start9/MyNode/RaspiBlitz; if accepted, RDTS node share will significantly increase. Monitor whether distributions merge these PRs.
  3. Lido May Snapshot vote deadline 5/18 — includes NEST automated LDO buyback and other proposals; ensure voting participation.
  4. Everstake exiting Story Protocol (redelegate before 5/18) — competitor network footprint change worth monitoring.
  5. Bitcoin and Crypto Clarity Act clears Senate committee — staking and non-custodial validator operations classified as technical infrastructure, favorable for stakefish's business characterization. Figment has publicly voiced support.
  6. MARA IR clarifies BTC sale misinterpretation — market had circulated reports of MARA additionally selling $1.5B BTC; clarified as previously disclosed debt reduction. Note sensitivity of miner BTC holdings narratives.

🟢 Positive

  1. f2pool NAT ecosystem narrative remains positive — KuCoin's third consecutive deep-dive, community forming "global mining pool alliance" narrative, East-West divide disappeared.
  2. ether.fi $220M TVL migration to OP Mainnet completed — zero downtime, Cash contributing ~50% revenue, strong execution.
  3. cSSV staking reaches 1.75M SSV, 7-day APR 22-25% — high ecosystem activity, Genesis Boost ongoing.
  4. Core Scientific dual campus ~3 GW total + $3.3B financing secured — most aggressive expansion among miners, most advanced AI/HPC transition.
  5. STRC par stability validated — $100 par, $508M daily liquidity, only 2 cents volatility; Apyx holding $180M, small businesses starting to allocate BTC+STRC.
  6. Jito FireBAM client released — BAM coverage extended to additional ~12% of Solana validators.
  7. Kevin Warsh officially confirmed as Fed Governor — pro-Bitcoin stance, long-term positive for the industry.

📋 Global Access Status Summary

Group Accessed Total Completion
Part 1 Markets+Projects+BTC 21 21 100%
Part 2 Competitors+Sentiment 12+2 searches 12+2 searches 100%
Part 3 Key Companies 10 10 100%
Total 45 45 100%

Generated from reports/2026-05-14_combined_en.md