Nexus Rollup Q2 2026: The AI Demand Mirage and the Sequencer Single Point of Failure
Revenue up 215% year-over-year. Operating margin positive for the first time....
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Fear
Market Sentiment
Team and early investor shares released
92 million ARB released
Circulating supply increases by about 2%
Independent validator client goes live on mainnet
Block reward halving event
Improves data availability sampling efficiency
Raises validator limit and account abstraction
Block reward reduced to 3.125 BTC
Bitcoin Season
rollup risk related articles
Revenue up 215% year-over-year. Operating margin positive for the first time....
Over the past week, I watched a protocol I advised in 2020 lose 40% of its...