The $100B Question: Why ArkStream's AI-to-RWA Capital Migration Thesis Needs More Than Narrative
The report landed in my inbox at 6:47 AM. ArkStream Capital's thesis on capit...
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Greed
Market Sentiment
Block reward halving event
Circulating supply increases by about 2%
Independent validator client goes live on mainnet
Block reward reduced to 3.125 BTC
Team and early investor shares released
Improves data availability sampling efficiency
92 million ARB released
Raises validator limit and account abstraction
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$77,434.6 |
| 1 |
Ethereum
ETH
|
$2,421.94 |
| 1 |
Solana
SOL
|
$100.12 |
| 1 |
BNB Chain
BNB
|
$680.9 |
| 1 |
XRP Ledger
XRP
|
$1.35 |
| 1 |
Dogecoin
DOGE
|
$0.0820 |
| 1 |
Cardano
ADA
|
$0.1963 |
| 1 |
Avalanche
AVAX
|
$7.23 |
| 1 |
Polkadot
DOT
|
$0.8699 |
| 1 |
Chainlink
LINK
|
$11.24 |