The Boring Machine: Strategy's Capital Cost Arbitrage and the Quiet War for Bitcoin's Corporate Soul
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Greed
Market Sentiment
92 million ARB released
Raises validator limit and account abstraction
Team and early investor shares released
Block reward reduced to 3.125 BTC
Independent validator client goes live on mainnet
Block reward halving event
Improves data availability sampling efficiency
Circulating supply increases by about 2%
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$76,647.4 |
| 1 |
Ethereum
ETH
|
$2,372.37 |
| 1 |
Solana
SOL
|
$98.87 |
| 1 |
BNB Chain
BNB
|
$683.5 |
| 1 |
XRP Ledger
XRP
|
$1.33 |
| 1 |
Dogecoin
DOGE
|
$0.0808 |
| 1 |
Cardano
ADA
|
$0.1947 |
| 1 |
Avalanche
AVAX
|
$7.12 |
| 1 |
Polkadot
DOT
|
$0.8532 |
| 1 |
Chainlink
LINK
|
$11.04 |