HBM Bottleneck: Why SK Hynix’s ‘Missed’ Earnings Signal a Structural Shift for Blockchain Infrastructure
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Fear
Market Sentiment
Raises validator limit and account abstraction
Block reward halving event
Team and early investor shares released
92 million ARB released
Improves data availability sampling efficiency
Circulating supply increases by about 2%
Block reward reduced to 3.125 BTC
Independent validator client goes live on mainnet
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$63,061.7 |
| 1 |
Ethereum
ETH
|
$1,871.64 |
| 1 |
Solana
SOL
|
$72.87 |
| 1 |
BNB Chain
BNB
|
$578.3 |
| 1 |
XRP Ledger
XRP
|
$1.06 |
| 1 |
Dogecoin
DOGE
|
$0.0700 |
| 1 |
Cardano
ADA
|
$0.1729 |
| 1 |
Avalanche
AVAX
|
$6.36 |
| 1 |
Polkadot
DOT
|
$0.7763 |
| 1 |
Chainlink
LINK
|
$8.1 |