The Ghost in the Stablecoin: Why USDC's Supply Drop on Arbitrum Tells a Story No One's Reading
The data arrived at 3:47 AM Sydney time, triggered by a Dune dashboard I had...
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Fear
Market Sentiment
Circulating supply increases by about 2%
92 million ARB released
Raises validator limit and account abstraction
Block reward halving event
Independent validator client goes live on mainnet
Improves data availability sampling efficiency
Block reward reduced to 3.125 BTC
Team and early investor shares released
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$63,097.4 |
| 1 |
Ethereum
ETH
|
$1,869.07 |
| 1 |
Solana
SOL
|
$72.98 |
| 1 |
BNB Chain
BNB
|
$579 |
| 1 |
XRP Ledger
XRP
|
$1.06 |
| 1 |
Dogecoin
DOGE
|
$0.0701 |
| 1 |
Cardano
ADA
|
$0.1753 |
| 1 |
Avalanche
AVAX
|
$6.35 |
| 1 |
Polkadot
DOT
|
$0.7716 |
| 1 |
Chainlink
LINK
|
$8.11 |