Daily Report

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2026-05-17 · English Report

Daily Report Part 1/3 — Market + Core Projects + BTC 2026-05-17

📈 Market Analyst Views

@IncomeSharks

@NoLimitGains

🚗 Tesla $TSLA

@yxinsights (Yimin X)

  • Tesla FSD Safety Data: 1 Crash Per 5.3M Miles: ~8x safer than US average (1 per 660K miles) (repost @PeterDiamandis) https://x.com/PeterDiamandis/status/2055355181320097962
  • Low original content in past 48h; stated reducing posting frequency to protect algorithm recommendations

@DanBTC916 (Dan)

📋 Core Project Updates

Lido (@LidoFinance)

Lido Forum Hot Topics:

  • High Signal account confirmations (14h active)
  • BCV Finance / Kuzmich / Cp0x / Polar delegates updating Delegate Threads (2-3d)
  • Proposal: Reduce VEBO Reporting Frame 8h→~4.8h (3d)
  • Lido Alliance as DAO-Adjacent BORG organization (3d, 47 replies)
  • LIP-28 Dual Governance (3d, 19 replies)
  • SSV Anchor Client on Hoodi Testnet Performance Update (8d)
  • Liquid Buybacks: NEST execution with LDO/wstETH (5d, 74 replies)

SSV Network (@ssv_network)

SSV Forum Hot Topics:

  • ⚠️ ETH Payment Transition: Testnet live since May 11, mainnet TBD. Existing SSV clusters must top up immediately to ensure runway
  • [Micro-Grant Request] SSVScan Sunset Support & Domain Transfer (1d)
  • DIP-53: Revising DIP-31 and revoking DIP-46 — DVT & Compose development budget adjustments (2d, 5 replies)

🔔 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. Realms page shows 0 active Proposals

ether.fi (@ether_fi)

  • Nonce Capital's Rapid Response to rsETH Bridge Exploit: As EtherFi Liquid vault curator, immediately paused vault entrance, isolated cross-chain routes and unwound Aave exposure after Kelp rsETH bridge theft of ~$292M https://x.com/ether_fi/status/2055340573830373424
  • $EURC Liquid Vault Launch: Partnership with k3_capital and MidasRWA (Pinned, May 12)

₿ 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)

  • Solana Memecoin $LADA Raises $22K for Ukraine: Raised $22K overnight via Solana $LADA token (vs Bitcoin raising $1.4K in weeks) to purchase frontline vehicles https://x.com/peterktodd/status/2055730619330568626
  • No Bitcoin technical content in past 48h, focus on Ukraine war fundraising

Bitcoin Core Releases (GitHub):

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

⚙️ Solana SIMD Governance

Merged PRs (Recently Active):

  • SIMD-0495: Core BPF Upgrade Procedure (#495, by buffalojoec) — Newly merged
  • SIMD-0388: Specify pairing length bounded by 8 (#521, by samkim-crypto)
  • SIMD-0525: Shorter slot times (#525, by bw-solana, 56 comments)
  • SIMD-0266: Efficient Token program (#266, by febo, 38 comments)
  • Total 215 merged PRs (yesterday: 214)

Open PRs: 15 pending review (yesterday: 16)

  • 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)

📋 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 distribution)
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 2026-05-17

🏁 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/Neutral — No Negative Events

Key news:

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

stakefish Sentiment

🟡 Neutral-Cautious — Cosmos Voting Incident Still Prominent in Search Results, Account Silent 3.5+ Weeks

Ongoing incident:

  • Apr 24: POSTHUMAN_DVS and Cosmos Ecosystem publicly criticized stakefish for voting YES on Cosmos Hub proposal #1030 (community-identified scam proposal), demanding change to NoWithVeto https://x.com/POSTHUMAN_DVS/status/2047425039939834224
  • stakefish has not publicly responded (incident ongoing 3.5+ weeks, still prominent when searching "stakefish")
  • stakefish's latest post remains Apr 23 Multi-Chain Staking API/SDK
  • Positive signal: May 14 user posted about their ETH validator node going live via stakefish https://x.com/WangPanda666/status/2054883244198465586

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

🚨 OP_RETURN / Spam Monitoring

9. @CunyRenaud (Renaud Cuny)

10. @LukeDashjr (Luke Dashjr)

11. @peterktodd (Peter Todd)

12. @GrassFedBitcoin (Mechanic #BIP-110)

OP_RETURN Summary

  • BIP-110 Camp Confidence Rising: CunyRenaud declares "spammers won't recover from BIP-110"; OP_NET losing momentum seen as victory signal
  • RDTS Activation Push Accelerating: Luke Dashjr reposts urging all users to run Bitcoin Knots latest and enable RDTS; rhetoric escalated to "Bitcoin is in danger"
  • Foundry USA Large OP_RETURN Remains Focus: Block 949185 (7.3KB) is Foundry's first such transaction; no official response
  • Bitcoin Core vs Knots Divide Deepening: BitcoinMonk criticizes Core's unilateral BIP-54 coinbase locktime deployment; Luke Dashjr amplifies
  • GrassFedBitcoin Debate Fatigue: Expresses tiredness of same debate, but still actively reposting anti-spam content

📋 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 — Hashrate ranking #3 (116,639 PH/s), NAT discussions ongoing, Stratum V2 joint announcement cited, no negative content
  • stakefish (X search): ✅ Searched — Cosmos voting incident still prominent in results (ongoing 3.5+ weeks), user opened new ETH validator node, no new negative content

Daily Report Part 3/3 — Key Companies 2026-05-17

🏢 Public Mining Companies

Bitdeer (BTDR)

Marathon (MARA)

Riot (RIOT)

  • ⚠️ Low Activity: Latest post is May 5 Q1 results summary, 12 days without new posts https://x.com/RiotPlatforms/status/2051349041544372568
  • Note: Social media frequency consistently lowest among public miners; Q1 data ($167.2M revenue, 1,473 BTC produced, 50 MW AMD data center) with no follow-up

CleanSpark (CLSK)

Hut 8 (HUT)

Core Scientific (CORZ)

Bitmain

Group Focus: Bitdeer is the only one publishing new data today (BTC weekly output up to 198.3), while continuing AI Cloud competitions and new miner showcases. CleanSpark covered by TheStreet (CEO counter-cyclical BTC sales strategy), dense executive media exposure. Core Scientific dual campus ~3 GW is the largest substantive expansion among miners. MARA 3 days without posts but IR clarification still resonating. Riot 12 days silent, Bitmain 19 days silent. Hut 8 employer branding only, $9.8B lease being digested.

💼 Strategy / Saylor

Strategy (@Strategy)

Michael Saylor (@saylor)

📈 Fundstrat / Tom Lee

Tom Lee (@fundstrat)

Group Focus: Strategy delivered convertible buyback + semi-monthly dividend vote in two days, Saylor personally pushing votes today. Tom Lee today clearly pivots bullish on ETH (CLARITY Act + $7K target), while maintaining "tests this summer" near-term caution.

📋 Access Status Checklist

  1. ✅ @Bitdeer — Accessed (formerly @BitdeerOfficial, migrated)
  2. ✅ @MARA — Accessed (formerly @MARAHoldings, migrated)
  3. ✅ @RiotPlatforms — Accessed (latest post May 5, 12 days silent)
  4. ✅ @CleanSpark_Inc — Accessed
  5. ✅ @Hut8Corp — Accessed
  6. ✅ @Core_Scientific — Accessed
  7. ✅ @BITMAINtech — Accessed (19+ days without 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 Still Escalating — Immediate Public Response Needed: POSTHUMAN_DVS criticism ongoing 3.5+ weeks, still top result when searching "stakefish," account silence deepening negative perception. Recommend issuing statement or changing vote to NoWithVeto this week.

  2. SSV ETH Payment Transition — Existing Clusters Need Immediate Top-Up: Testnet live since 5/11, mainnet TBD. Insufficient runway will cause cluster shutdown; check all SSV cluster balances and ensure adequate runway.

  3. Kelp rsETH Bridge Stolen ~$292M — Assess Own Exposure: Lido EarnETH vault triggered first-loss mechanism, EtherFi paused Liquid vault. Confirm whether any portfolio exposure to rsETH-related assets.

🟡 Important

  1. Nasdaq Sharpe Ratio at All-Time High — Late Bull Market Signal: Historically this signal appears near market tops. Semis entering "Delusion" zone. Tom Lee warns "tests this summer." Recommend tightening risk controls, reviewing stop-loss levels.

  2. CLARITY Act Passes Senate Banking Committee — Staking Defined as Technical Infrastructure: Directly positive for stakefish business compliance. Figment publicly optimistic. Tom Lee now bullish ETH to $7K based on this. Monitor full Senate progress and practical impact on institutional staking.

  3. Strategy $1.5B Convertible Buyback + STRC Semi-Monthly Dividend Vote: Intensive capital structure actions, Saylor personally pushing votes. If holding MSTR/STRC positions, note vote deadlines and dilution implications.

  4. BIP-110 / RDTS Activation Push Escalating — f2pool Must Review Pool Filtering Policy Consistency: Luke Dashjr rhetoric escalated to "Bitcoin is in danger," Foundry USA showing 7.3KB OP_RETURN. f2pool should confirm current OP_RETURN filtering policy aligns with Stratum V2 Working Group consensus.

🟢 Positive

  1. f2pool Sentiment Clean, Hashrate Stably #3: 116,639 PH/s, NAT subsidies ongoing, Stratum V2 joint announcement positive exposure. No negative content.

  2. Lido Ecosystem Operating Healthily: EarnETH vault unpaused and running normally, wstETH cross-chain security strategy published (Chainlink CCIP), SEAL security framework participation. Normal forum activity.

  3. Japan JPX to Launch BTC/Crypto ETFs: Adam Back reposts Bloomberg live stream news. Asian institutional access channels widening, long-term BTC demand-side positive.

  4. Core Scientific Dual Campus ~3 GW Progressing: Muskogee + Pecos represents largest substantive expansion among miners. Mining peer expansion trend (power → AI data centers) continues to validate.

📋 Global Access Status Checklist

Part 1 (21 items): All ✅ Accessed Part 2 (12 items + 2 sentiment searches): All ✅ Accessed Part 3 (10 items): All ✅ Accessed

Total 43 data sources, all successfully accessed and content extracted.

Generated from reports/2026-05-17_combined_en.md