Three Doors, One Drain: Reading the AI Capital Funnel in a Bear Market
Three doors. One drain. That's the frame that landed in my feed at 4 a.m....
Team and early investor shares released
Raises validator limit and account abstraction
92 million ARB released
Independent validator client goes live on mainnet
Block reward reduced to 3.125 BTC
Circulating supply increases by about 2%
Improves data availability sampling efficiency
Block reward halving event
Three doors. One drain. That's the frame that landed in my feed at 4 a.m....
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We assume that a lending market clearing $190 million in borrowed Bitcoin is ...
Forty percent of jobs will be hit by AI. That sentence has been copied, paste...
Most people think a due diligence report is a product. It is not. It is a...
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No input. No output. No conclusion. That's the brutal reality of my morning. ...
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The coffee was cold before I noticed. For eleven minutes I had been staring a...
The device arrived sealed. The shrink wrap was intact. The holographic sticke...
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Let's look at the data, not the headline. Friday's close: Dow +0.83%, S&P 500...
Extreme Fear
Market Sentiment
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$62,822 |
| 1 |
Ethereum
ETH
|
$1,781.79 |
| 1 |
Solana
SOL
|
$81.04 |
| 1 |
BNB Chain
BNB
|
$590.5 |
| 1 |
XRP Ledger
XRP
|
$1.14 |
| 1 |
Dogecoin
DOGE
|
$0.0774 |
| 1 |
Cardano
ADA
|
$0.1892 |
| 1 |
Avalanche
AVAX
|
$6.92 |
| 1 |
Polkadot
DOT
|
$0.8826 |
| 1 |
Chainlink
LINK
|
$8.03 |