The AI Downstream Mirage: Why Tom Lee's Ethereum Thesis Fails the Due Diligence Test
Hook Tom Lee calls Ethereum the “key AI downstream play.” The metadata whispe...
Cryptography related articles
Hook Tom Lee calls Ethereum the “key AI downstream play.” The metadata whispe...
Hook A freshly funded GitHub repository hit the blockchain security radar...
The ledger does not lie, only the narrative does. But today, the ledger is a...
Extreme Fear
Market Sentiment
Block reward halving event
Raises validator limit and account abstraction
Block reward reduced to 3.125 BTC
92 million ARB released
Circulating supply increases by about 2%
Improves data availability sampling efficiency
Independent validator client goes live on mainnet
Team and early investor shares released
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$64,137 |
| 1 |
Ethereum
ETH
|
$1,842.38 |
| 1 |
Solana
SOL
|
$74.88 |
| 1 |
BNB Chain
BNB
|
$569.8 |
| 1 |
XRP Ledger
XRP
|
$1.09 |
| 1 |
Dogecoin
DOGE
|
$0.0722 |
| 1 |
Cardano
ADA
|
$0.1659 |
| 1 |
Avalanche
AVAX
|
$6.55 |
| 1 |
Polkadot
DOT
|
$0.8370 |
| 1 |
Chainlink
LINK
|
$8.31 |