When the Treasury Mints Its Own Liquidity: Bessent's Buyback Plan, the 20-Year Yield Ceiling, and the Narrative Fracture in the Bond Market
By Andrew Thompson | Web3 Research Partner # Hook: The Signal That Isn't in t...
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Greed
Market Sentiment
Independent validator client goes live on mainnet
92 million ARB released
Improves data availability sampling efficiency
Block reward halving event
Circulating supply increases by about 2%
Team and early investor shares released
Block reward reduced to 3.125 BTC
Raises validator limit and account abstraction
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$78,048.6 |
| 1 |
Ethereum
ETH
|
$2,503.81 |
| 1 |
Solana
SOL
|
$106.03 |
| 1 |
BNB Chain
BNB
|
$751.4 |
| 1 |
XRP Ledger
XRP
|
$1.33 |
| 1 |
Dogecoin
DOGE
|
$0.0853 |
| 1 |
Cardano
ADA
|
$0.2148 |
| 1 |
Avalanche
AVAX
|
$7.94 |
| 1 |
Polkadot
DOT
|
$1.16 |
| 1 |
Chainlink
LINK
|
$11.82 |