The Tether Broke: How AI’s Narrative Shift from Compute to Storage Just Re-rated the Entire Semiconductor Stack
The Tether Broke: How AI’s Narrative Shift from Compute to Storage Just...
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The Tether Broke: How AI’s Narrative Shift from Compute to Storage Just...
Fear
Market Sentiment
92 million ARB released
Block reward reduced to 3.125 BTC
Improves data availability sampling efficiency
Raises validator limit and account abstraction
Circulating supply increases by about 2%
Block reward halving event
Independent validator client goes live on mainnet
Team and early investor shares released
Bitcoin Season