Cloudflare's Guidance Raise Is a Margin Warning in Disguise
The consensus is wrong because it mistakes a cost event for a demand signal....
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Greed
Market Sentiment
Block reward reduced to 3.125 BTC
Improves data availability sampling efficiency
Raises validator limit and account abstraction
92 million ARB released
Team and early investor shares released
Independent validator client goes live on mainnet
Circulating supply increases by about 2%
Block reward halving event
Bitcoin Season
Guidance related articles
The consensus is wrong because it mistakes a cost event for a demand signal....