The Great Decoupling: Why Your 'Crypto' Miner Stock Is No Longer a Bitcoin Proxy
On a quiet Tuesday morning, Tom Lee of Fundstrat published a ranking that...
Decoupling related articles
On a quiet Tuesday morning, Tom Lee of Fundstrat published a ranking that...
Everyone is watching the foamโtech stocks down 1.2%, Nasdaq futures red, Nvid...
Chaos is data in disguise. In mid-July 2025, a brief wire crossed my desk:...
Neutral
Market Sentiment
Block reward halving event
Team and early investor shares released
92 million ARB released
Independent validator client goes live on mainnet
Block reward reduced to 3.125 BTC
Raises validator limit and account abstraction
Improves data availability sampling efficiency
Circulating supply increases by about 2%
Bitcoin Season