The Great Divergence: Google's World Model Bet and the Quiet Reordering of AI Crypto Narratives
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Fear
Market Sentiment
Circulating supply increases by about 2%
Team and early investor shares released
Raises validator limit and account abstraction
Independent validator client goes live on mainnet
Block reward reduced to 3.125 BTC
Improves data availability sampling efficiency
92 million ARB released
Block reward halving event
Bitcoin Season