The Hoarding Problem: Why Circle's Banking License Doesn't Fix the USDC Contraction
Over the past 90 days, USDC's market cap dropped by $70 billion. The net flow...
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Fear
Market Sentiment
92 million ARB released
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
Circulating supply increases by about 2%
Block reward reduced to 3.125 BTC
Block reward halving event
Team and early investor shares released
Improves data availability sampling efficiency
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