The AI Frenzy Is Over? Auditing the Skeleton of Winklevoss’s Capital Rotation Thesis
The AI trading frenzy is over. Or so says Cameron Winklevoss. His July 29th...
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Fear
Market Sentiment
Block reward reduced to 3.125 BTC
Block reward halving event
Improves data availability sampling efficiency
Raises validator limit and account abstraction
Independent validator client goes live on mainnet
Circulating supply increases by about 2%
92 million ARB released
Team and early investor shares released
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$62,808.6 |
| 1 |
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ETH
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$1,862.38 |
| 1 |
Solana
SOL
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$72.16 |
| 1 |
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BNB
|
$577.6 |
| 1 |
XRP Ledger
XRP
|
$1.06 |
| 1 |
Dogecoin
DOGE
|
$0.0697 |
| 1 |
Cardano
ADA
|
$0.1730 |
| 1 |
Avalanche
AVAX
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$6.34 |
| 1 |
Polkadot
DOT
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$0.7764 |
| 1 |
Chainlink
LINK
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$8.07 |