Capital Migration or Narrative Drift: The 2026 RWA Thesis Under Audit
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Greed
Market Sentiment
92 million ARB released
Block reward halving event
Independent validator client goes live on mainnet
Improves data availability sampling efficiency
Raises validator limit and account abstraction
Block reward reduced to 3.125 BTC
Circulating supply increases by about 2%
Team and early investor shares released
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