Margin Cascades in the AI Hardware Stack: A Blockchain Infrastructure Stress Test
On July 29, 2024, the on-chain footprint of a major AI-focused hedge fund...
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Fear
Market Sentiment
Improves data availability sampling efficiency
Raises validator limit and account abstraction
Team and early investor shares released
Block reward reduced to 3.125 BTC
92 million ARB released
Circulating supply increases by about 2%
Block reward halving event
Independent validator client goes live on mainnet
Bitcoin Season
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