PIMCO’s $16B Oracle Bet: A Liquidity Migration Pattern, Not an AI Breakthrough
Error: A fixed-income giant committing $16 billion to a single cloud provider...
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Fear
Market Sentiment
Circulating supply increases by about 2%
Block reward halving event
Improves data availability sampling efficiency
Block reward reduced to 3.125 BTC
Raises validator limit and account abstraction
92 million ARB released
Independent validator client goes live on mainnet
Team and early investor shares released
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