The 1GW Mirage: Why On-Chain Data Exposes the All-Domestic Chip Narrative
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Fear
Market Sentiment
Block reward halving event
Circulating supply increases by about 2%
Block reward reduced to 3.125 BTC
Raises validator limit and account abstraction
92 million ARB released
Independent validator client goes live on mainnet
Improves data availability sampling efficiency
Team and early investor shares released
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$65,017.2 |
| 1 |
Ethereum
ETH
|
$1,917.72 |
| 1 |
Solana
SOL
|
$74.74 |
| 1 |
BNB Chain
BNB
|
$593.8 |
| 1 |
XRP Ledger
XRP
|
$1.03 |
| 1 |
Dogecoin
DOGE
|
$0.0702 |
| 1 |
Cardano
ADA
|
$0.2012 |
| 1 |
Avalanche
AVAX
|
$6.54 |
| 1 |
Polkadot
DOT
|
$0.8231 |
| 1 |
Chainlink
LINK
|
$8.3 |