The Hardware Silence: Why SK Hynix’s 13% Surge Reveals the Structural Scarcity Beneath the AI Noise
On a quiet Tuesday in Seoul, SK Hynix’s stock surged 13% in a single session....
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Fear
Market Sentiment
Block reward reduced to 3.125 BTC
Team and early investor shares released
Independent validator client goes live on mainnet
92 million ARB released
Block reward halving event
Raises validator limit and account abstraction
Circulating supply increases by about 2%
Improves data availability sampling efficiency
Bitcoin Season
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On a quiet Tuesday in Seoul, SK Hynix’s stock surged 13% in a single session....