The Bomb and the Basis Trade: Deconstructing the 2026 Iran Strike Threat
The market is pricing a 30% probability of a 2026 reconstruction fund for Ira...
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Fear
Market Sentiment
Circulating supply increases by about 2%
Improves data availability sampling efficiency
Block reward reduced to 3.125 BTC
Block reward halving event
Team and early investor shares released
92 million ARB released
Raises validator limit and account abstraction
Independent validator client goes live on mainnet
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$64,494.1 |
| 1 |
Ethereum
ETH
|
$1,885.3 |
| 1 |
Solana
SOL
|
$75.07 |
| 1 |
BNB Chain
BNB
|
$571.9 |
| 1 |
XRP Ledger
XRP
|
$1.1 |
| 1 |
Dogecoin
DOGE
|
$0.0733 |
| 1 |
Cardano
ADA
|
$0.1656 |
| 1 |
Avalanche
AVAX
|
$6.76 |
| 1 |
Polkadot
DOT
|
$0.8228 |
| 1 |
Chainlink
LINK
|
$8.45 |