The Alpaca Paradox: $135M for Agent-First Infrastructure, or Just Another TradFi Trojan Horse?
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Fear
Market Sentiment
Block reward reduced to 3.125 BTC
92 million ARB released
Block reward halving event
Raises validator limit and account abstraction
Circulating supply increases by about 2%
Team and early investor shares released
Improves data availability sampling efficiency
Independent validator client goes live on mainnet
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$64,541.2 |
| 1 |
Ethereum
ETH
|
$1,876.02 |
| 1 |
Solana
SOL
|
$76.23 |
| 1 |
BNB Chain
BNB
|
$569.2 |
| 1 |
XRP Ledger
XRP
|
$1.1 |
| 1 |
Dogecoin
DOGE
|
$0.0726 |
| 1 |
Cardano
ADA
|
$0.1653 |
| 1 |
Avalanche
AVAX
|
$6.51 |
| 1 |
Polkadot
DOT
|
$0.8336 |
| 1 |
Chainlink
LINK
|
$8.37 |