The Data Behind the AI Hype: On-Chain Signals Expose the Narrative Gap
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Floor broken. Not a price chart — a narrative floor. The AI supercycle thesis...
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Fear
Market Sentiment
Improves data availability sampling efficiency
Block reward reduced to 3.125 BTC
Block reward halving event
Independent validator client goes live on mainnet
Team and early investor shares released
Circulating supply increases by about 2%
92 million ARB released
Raises validator limit and account abstraction
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Bitcoin Season