Daily Report

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2026-05-15 · English Report

Daily Report Part 1/3 — Markets + Core Projects + BTC 2026-05-15

📈 Market Analyst Views

@IncomeSharks

@NoLimitGains

  • Trump 278-T discloses $5M+ Dell stock: bought multiple times since Feb 10, publicly promoted "go buy Dell" on May 8 without disclosing holdings — potential conflict of interest https://x.com/NoLimitGains/status/2054987242892865560
  • Trump 2026 full holdings list revealed: covers 50+ stocks and ETFs including VOO/NVDA/MSFT/AMZN/AAPL/DELL/SMCI https://x.com/NoLimitGains/status/2054944042987700723
  • 13F filing deadline today (May 15): all $100M+ funds must disclose Q1 2026 holdings to SEC, including Buffett/Druckenmiller/Ackman

🚗 Tesla $TSLA

@yxinsights (Yimin X)

@DanBTC916 (Dan)

📋 Core Project Updates

Lido (@LidoFinance)

  • wstETH cross-chain security strategy published: amid frequent bridge exploits, Lido releases wstETH multi-chain strategy security principles, explaining the choice of Chainlink CCIP as official cross-chain solution https://x.com/LidoFinance/status/2055000355029807117
  • EarnETH protected by DAO first-loss coverage after Kelp exploit: vault will re-enable after rsETH exchange rate update; EarnETH users will not bear losses https://x.com/LidoFinance/status/2054978945901064208
  • rsETH relief proposal: proposing DAO allocation of up to 2,500 stETH for Aave-coordinated Kelp rsETH bridge exploit relief (Pinned, Apr 24)

Lido Forum Hot Topics:

  • Multiple delegates (Kuzmich / Cp0x / Polar) updated Delegate Threads (5-15h active)
  • Pier Two joins MAVAN (Bitmine immersion cooling company) (1d)
  • Proposal: reduce VEBO report frame from 8h to ~4.8h (75→45 epochs) (1d)
  • Lido Alliance as DAO-Adjacent BORG organization (1d, 47 replies)
  • LIP-28 Dual Governance (1d, 19 replies)
  • SSV community NO validator pathway proposal (1d)

SSV Network (@ssv_network)

  • 2M+ ETH effective balance migrated to ETH fee clusters: more networks shifting to ETH-denominated fees and effective balance accounting, SSV stakers currently earning ~25% APR https://x.com/ssv_network/status/2054976298683088929
  • cSSV Genesis Boost staking checklist released: reminding users about wallet selection, no early unstaking, and other details to maintain boost eligibility https://x.com/ssv_network/status/2055020802177679389
  • 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 since May 11, mainnet TBD. Existing SSV clusters must top up immediately to ensure runway
  • DIP-53: revising DIP-31 and revoking DIP-46 — DVT and Compose development budget adjustments (15h active)
  • Multi-Sig emergency authority usage announcement (May 6) (6d)

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

Jito (@jito_sol)

Jito Governance (gov.jito.network):

  • No new proposals. Latest: Intervention to Resolve StakeNet Bug (completed, ~1 month ago)
  • Treasury: ~209M JTO ($109M), ~95K JitoSOL ($11.2M), ~11.7K SOL ($1.1M), total ~$121.5M

ether.fi (@ether_fi)

₿ BTC Dedicated 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)

  • Canada's Bill C-22 threatens Signal and VPN services: Signal threatens to leave Canada, Windscribe says it would be forced to log user data if passed. Todd defends Signal's Sealed Sender technology, arguing Signal doesn't hold as much metadata as commonly believed https://x.com/peterktodd/status/2055012872640688269
  • No Bitcoin-related original content in past 48h, mainly focused on privacy/surveillance 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-0525: Shorter slot times (#525, by bw-solana, 56 comments) — merged (was Open yesterday)
  • SIMD-0266: Efficient Token program (#266, by febo, 38 comments)
  • SIMD-0391: Stake Program Float to Fixed-Point (#391, by grod220, 47 comments)
  • SIMD-0430: add feature ID (#523, by buffalojoec)
  • Total 213 merged PRs (212 yesterday)

Open PRs: 17 pending review (18 yesterday, SIMD-0525 merged)

  • SIMD-0177: Program Runtime ABI v2 (#177, 130 comments) — continuously active
  • SIMD-0363: Simple Alpenglow Clock (#363, 75 comments)
  • SIMD-0503: Static Sysvars (#503, 50 comments)
  • SIMD-0389: Reduce Account Creation Cost (#389, 35 comments)
  • SIMD-0319: Remove Accounts is_executable Flag (#319, 36 comments)

Daily Report Part 2/3 — Competitors + Sentiment 2026-05-15

🏁 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 global mining pool alliance narrative spreading, f2pool also appearing in Kaspa hashrate rankings

Key developments:

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

stakefish Sentiment

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

Ongoing issue:

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

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (Renaud Cuny)

10. @LukeDashjr (Luke Dashjr)

11. @peterktodd (Peter Todd)

12. @GrassFedBitcoin (Mechanic #BIP-110)

OP_RETURN Summary

  • Foundry USA large OP_RETURN incident not fading: CunyRenaud's block 949185 (7.3KB) record remains a focal point, no official response from Foundry on node version upgrade
  • BIP-110 entering node distribution phase: Bitcoin Knots 29.3 includes RDTS, PRs submitted to Umbrel/Start9/MyNode/RaspiBlitz for one-click upgrade
  • GrassFedBitcoin vs. Adam Back clash: public criticism of Back's PoW understanding, further escalating the spam definition debate
  • BIP-54 coinbase locktime causing friction: active in 5.5% of blocks, Luke Dashjr camp criticizes Bitcoin Core for unilateral deployment without sufficient discussion
  • Peter Todd still not engaging in OP_RETURN debate this week: attention on Canadian privacy legislation and RGB protocol

Daily Report Part 3/3 — Key Companies 2026-05-15

🏢 Public Mining Companies

Bitdeer (BTDR)

  • 🔥 Today — Q1 2026 earnings released: total revenue $188.9M (+169% Y/Y), adjusted EBITDA $14.4M (+132% Y/Y), AI Cloud ARR $43M (+300% Y/Y); self-mining hashrate 65.1 EH/s (+466% Y/Y), 207,000 miners (+113% Y/Y), mined 2,033 BTC (+481% Y/Y), global power capacity 3 GW https://x.com/Bitdeer/status/2054881148988211461
  • GB300 NVL72 deployment begins: showcasing NVIDIA GB300 NVL72 rack deployment progress, ultra-high-density AI compute going live https://x.com/Bitdeer/status/2054920784230129912
  • SealMiner A4 Pro Hydro testing: compact 2U design, 10.9 J/TH efficiency, high-density liquid-cooled miner demonstration https://x.com/Bitdeer/status/2054914095523217675
  • Note: Q1 earnings call today at 8:00 AM EST; pinned post remains SealMiner A4 Series (Apr 7)

Marathon (MARA)

Riot (RIOT)

  • ⚠️ Low activity: latest post is May 5 Q1 results summary, 10 days without new posts https://x.com/RiotPlatforms/status/2051349041544372568
  • Note: social frequency remains lowest among public miners; Q1 data ($167.2M revenue, 1,473 BTC mined, 50 MW AMD hosting) with no follow-up

CleanSpark (CLSK)

Hut 8 (HUT)

  • Today — Great Place to Work certification: received GPTW official certification based on anonymous employee survey https://x.com/Hut8Corp/status/2054914862308794682
  • $9.8B Beacon Point lease still digesting: CEO appeared on CNBC Power Lunch last week discussing 15-year triple-net hyperscale AI data center lease, 1 GW campus https://x.com/Hut8Corp/status/2052404064776851937
  • Note: today's only new post is employer branding content; no hard business updates; last week's catalysts ($9.8B lease + $HUT breaking $100) still digesting

Core Scientific (CORZ)

Bitmain

Group Key Narrative: Bitdeer is today's biggest mining catalyst — Q1 earnings blowout (revenue +169%, self-mining hashrate +466%, BTC output +481%), plus GB300 NVL72 deployment. Core Scientific released Muskogee on-the-ground progress (dual campuses 3 GW). CleanSpark CTO interview pushing HPC capital strategy. MARA has no new posts, still digesting yesterday's Bloomberg appearance. Hut 8 today only employer branding. Riot 10-day silence, Bitmain 17-day silence.

💼 Strategy / Saylor

Strategy (@Strategy)

Michael Saylor (@saylor)

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat)

Group Key Narrative: Strategy pushing STRC semi-monthly dividend vote + "8 engines" product matrix hint. Saylor showcasing STRC all-time high liquidity ($1.53B), Apyx position grew from $180M to $280M in 48 hours. Tom Lee's biggest signal today is the crypto market structure bill (Clarity Act) passing the Senate Banking Committee, declaring "crypto spring" has begun.

⚡ Action Items Summary

Combined from Part 1 + Part 2 + Part 3:

🔴 Urgent

  1. stakefish Cosmos voting incident now 3 weeks without response — searching "stakefish" still shows criticism prominently, account silent for 3+ weeks. Must formulate PR response or internal review immediately; delay only hardens negative perception.

  2. SSV ETH payment transition: existing clusters must top up immediately — testnet live, mainnet TBD. Insufficient cluster runway will cause service interruption. Confirm all cluster funding is in place.

🟡 Important

  1. Clarity Act passes Senate Banking Committee (15-9) — staking classified as technical infrastructure (per Figment's read), BRCA developer protection provisions preserved. Major compliance tailwind for stakefish/f2pool. Track full Senate vote progress and prepare compliance narrative.

  2. Bitdeer Q1 blowout + GB300 deployment — revenue +169%, self-mining hashrate +466%, BTC output +481%. Mining competitive landscape rapidly diverging. Monitor Bitdeer and Core Scientific hashrate expansion impact on market share.

  3. STRC liquidity hits ATH at $1.53B, Apyx accumulates to $280M in 48h — Strategy's BTC financial product matrix entering accelerated validation. "8 engines" hints at more products. Watch May 20 retail Q&A for potential announcements.

  4. 13F filing deadline today (May 15) — Buffett/Druckenmiller/Ackman and other major funds' Q1 holdings going public; may trigger sector rotation.

  5. Foundry USA's first large 7.3KB OP_RETURN — no response on whether Foundry upgraded node version. BIP-110 entering node distro distribution phase (Umbrel/Start9/MyNode/RaspiBlitz PRs submitted). f2pool needs to clarify its stance on OP_RETURN filtering policy.

🟢 Positive

  1. f2pool sentiment remains positive — NAT global mining pool alliance narrative spreading, Kaspa hashrate ranked #2 (18.6%). No negative content.

  2. Jito BAM stake share doubled to 28.1%, SOL staked doubled to $9.83B — validator count grew 56%. Jito's dominant position in Solana ecosystem further consolidated.

  3. Lido wstETH cross-chain security strategy released — chose Chainlink CCIP, strengthening security narrative amid frequent bridge exploits. EarnETH users protected by DAO first-loss coverage after Kelp exploit.

  4. SHRINCS post-quantum signatures running in production on Liquid — Adam Back suggests this may allow Bitcoin to avoid hard fork for post-quantum security. Technical roadmap worth continued tracking.

  5. SIMD-0525 Shorter slot times merged — Solana performance roadmap advancing, total merged PRs now 213.

📋 Global Access Status Checklist

Part 1 — Markets + Core Projects + BTC

# 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 distribution)
18 gov.jito.network ✅ Accessed
19 bitcoin/bitcoin releases ✅ Accessed
20 Solana SIMD merged PRs ✅ Accessed
21 Solana SIMD open PRs ✅ Accessed

Part 2 — Competitors + Sentiment

# 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
- f2pool sentiment search ✅ Searched — Positive
- stakefish sentiment search ✅ Searched — Neutral-cautious

Part 3 — Key Companies

# Account Status
1 @Bitdeer ✅ Accessed
2 @MARA ✅ Accessed
3 @RiotPlatforms ✅ Accessed (10-day silence)
4 @CleanSpark_Inc ✅ Accessed
5 @Hut8Corp ✅ Accessed
6 @Core_Scientific ✅ Accessed
7 @BITMAINtech ✅ Accessed (17+ day silence)
8 @Strategy ✅ Accessed
9 @saylor ✅ Accessed
10 @fundstrat ✅ Accessed

All 43 sources + 2 sentiment searches completed, 0 failures.

Generated from reports/2026-05-15_combined_en.md