The Memory-to-Light Rotation: A Physical-Layer Forecast for On-Chain AI Infrastructure
The market turned on memory stocks in August. Not because AI demand collapsed...
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Greed
Market Sentiment
Team and early investor shares released
Block reward halving event
Circulating supply increases by about 2%
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
92 million ARB released
Block reward reduced to 3.125 BTC
Improves data availability sampling efficiency
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