NVIDIA's Earnings Are a Liquidity Signal. The AI Trade Is Not What You Think.
The report landed. Headlines screamed. NASDAQ futures jumped. NVIDIA printed...
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Greed
Market Sentiment
92 million ARB released
Raises validator limit and account abstraction
Circulating supply increases by about 2%
Team and early investor shares released
Independent validator client goes live on mainnet
Block reward halving event
Improves data availability sampling efficiency
Block reward reduced to 3.125 BTC
Bitcoin Season
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