The AI Storage Tectonic Shift: Why July 21 Was Not a Bounce But a Repricing of an Entire Sector
July 21, 2025, 10:14 AM EST — The tape is bleeding green on storage names....
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July 21, 2025, 10:14 AM EST — The tape is bleeding green on storage names....
Fear
Market Sentiment
92 million ARB released
Block reward reduced to 3.125 BTC
Raises validator limit and account abstraction
Independent validator client goes live on mainnet
Team and early investor shares released
Circulating supply increases by about 2%
Block reward halving event
Improves data availability sampling efficiency
Bitcoin Season
| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$62,808.6 |
| 1 |
Ethereum
ETH
|
$1,862.38 |
| 1 |
Solana
SOL
|
$72.16 |
| 1 |
BNB Chain
BNB
|
$577.6 |
| 1 |
XRP Ledger
XRP
|
$1.06 |
| 1 |
Dogecoin
DOGE
|
$0.0697 |
| 1 |
Cardano
ADA
|
$0.1730 |
| 1 |
Avalanche
AVAX
|
$6.34 |
| 1 |
Polkadot
DOT
|
$0.7764 |
| 1 |
Chainlink
LINK
|
$8.07 |