Pricing Mirage or Structural Shift: Deconstructing SK Hynix’s HBM3E Margin Miracle and the Unseen Cost of HBM4's Tether
The market is trained to see high margins as a signal of invulnerability; a...
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The market is trained to see high margins as a signal of invulnerability; a...
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Fear
Market Sentiment
Circulating supply increases by about 2%
Block reward halving event
Block reward reduced to 3.125 BTC
92 million ARB released
Team and early investor shares released
Raises validator limit and account abstraction
Improves data availability sampling efficiency
Independent validator client goes live on mainnet
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 |