The 60/40 Portfolio Is Dead — And So Is the Digital Gold Thesis
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Fear
Market Sentiment
Raises validator limit and account abstraction
Block reward reduced to 3.125 BTC
Independent validator client goes live on mainnet
92 million ARB released
Block reward halving event
Improves data availability sampling efficiency
Circulating supply increases by about 2%
Team and early investor shares released
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$64,475.2 |
| 1 |
Ethereum
ETH
|
$1,879.18 |
| 1 |
Solana
SOL
|
$74.68 |
| 1 |
BNB Chain
BNB
|
$569.8 |
| 1 |
XRP Ledger
XRP
|
$1.1 |
| 1 |
Dogecoin
DOGE
|
$0.0717 |
| 1 |
Cardano
ADA
|
$0.1653 |
| 1 |
Avalanche
AVAX
|
$6.78 |
| 1 |
Polkadot
DOT
|
$0.8162 |
| 1 |
Chainlink
LINK
|
$8.4 |