Tokenized Fixed Income Is Becoming a Collateral Question, Not Just an RWA Narrative
Hook: The Quiet Repricing of Collateral Over the past year, the most importan...
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|---|---|---|
|
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Neutral
Market Sentiment
92 million ARB released
Raises validator limit and account abstraction
Team and early investor shares released
Circulating supply increases by about 2%
Improves data availability sampling efficiency
Block reward halving event
Block reward reduced to 3.125 BTC
Independent validator client goes live on mainnet
Bitcoin Season
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Hook: The Quiet Repricing of Collateral Over the past year, the most importan...
The balance sheet says $2.77 billion. The stock says $1.56 billion. That's a...