The AI-Oil Analogy: On-Chain Data Tests Zhu Su's Commodity Thesis
Hook: A Metric Anomaly in Decentralized Compute Over the past 30 days, on-cha...
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2026-07-20
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Fear & Greed
25
Extreme Fear
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202630
04
upgrade
Celestia Mainnet Upgrade
Improves data availability sampling efficiency
10
05
upgrade
Ethereum Pectra Upgrade
Raises validator limit and account abstraction
15
04
halving
Bitcoin Halving
Block reward reduced to 3.125 BTC
18
03
unlock
Sui Token Unlock
Team and early investor shares released
12
05
halving
BCH Halving
Block reward halving event
28
03
unlock
Arbitrum Token Unlock
92 million ARB released
22
03
unlock
Optimism Unlock
Circulating supply increases by about 2%
08
04
upgrade
Solana Firedancer
Independent validator client goes live on mainnet
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🐋 Whale Tracker
🔵
0x8692...ec49
12m ago
Stake
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🔴
0x7d8b...2921
12m ago
Out
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🔴
0xa8fb...4caa
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0x721e...f185
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-$2.9M
95%
0xef3e...b82e
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85%
0x2b80...3842
Arbitrage Bot
+$2.1M
71%