HBM Bottleneck: Why SK Hynix’s ‘Missed’ Earnings Signal a Structural Shift for Blockchain Infrastructure
Check the logs, not the tweets. The market punished SK Hynix for Q2 gross...
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Check the logs, not the tweets. The market punished SK Hynix for Q2 gross...
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Fear
Market Sentiment
Independent validator client goes live on mainnet
92 million ARB released
Block reward halving event
Raises validator limit and account abstraction
Circulating supply increases by about 2%
Team and early investor shares released
Improves data availability sampling efficiency
Block reward reduced to 3.125 BTC
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$62,808.6 |
| 1 |
Ethereum
ETH
|
$1,862.38 |
| 1 |
Solana
SOL
|
$72.16 |
| 1 |
BNB Chain
BNB
|
$577.6 |
| 1 |
XRP Ledger
XRP
|
$1.06 |
| 1 |
Dogecoin
DOGE
|
$0.0697 |
| 1 |
Cardano
ADA
|
$0.1730 |
| 1 |
Avalanche
AVAX
|
$6.34 |
| 1 |
Polkadot
DOT
|
$0.7764 |
| 1 |
Chainlink
LINK
|
$8.07 |