The Deflationary AI Thesis: A Forensic Audit of Cathie Wood's Macro Bet on Bitcoin and Stablecoins
Hook: On August 9, 2024, Cathie Wood published a contrarian macro view that...
Raises validator limit and account abstraction
Circulating supply increases by about 2%
Independent validator client goes live on mainnet
Improves data availability sampling efficiency
Team and early investor shares released
Block reward halving event
92 million ARB released
Block reward reduced to 3.125 BTC
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Greed
Market Sentiment
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$75,734.2 |
| 1 |
Ethereum
ETH
|
$2,400.42 |
| 1 |
Solana
SOL
|
$96.89 |
| 1 |
BNB Chain
BNB
|
$713.3 |
| 1 |
XRP Ledger
XRP
|
$1.28 |
| 1 |
Dogecoin
DOGE
|
$0.0800 |
| 1 |
Cardano
ADA
|
$0.1954 |
| 1 |
Avalanche
AVAX
|
$7.26 |
| 1 |
Polkadot
DOT
|
$0.9469 |
| 1 |
Chainlink
LINK
|
$10.97 |