The Physical AI Capital Pivot: How World Models Are Reshaping the Web3 Infrastructure Stack
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Hook: The Data Spike That Broke The Narrative Over the past 90 days, the...
Fear
Market Sentiment
Circulating supply increases by about 2%
Improves data availability sampling efficiency
Independent validator client goes live on mainnet
Block reward reduced to 3.125 BTC
92 million ARB released
Block reward halving event
Raises validator limit and account abstraction
Team and early investor shares released
Bitcoin Season