The AI Trade Is Built on Borrowed Time: On-Chain Data Shows the Leverage Layer Breaking First
A note started making the rounds in my Telegram channels last Tuesday. A macr...
Guide
•
CredWolf
•
2026-07-31
#AI Compute
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2026-07-11
Market Prices
| Coin | Price | 24h |
|---|---|---|
|
BTC
Bitcoin
|
$65,023.2 | +0.22% |
|
ETH
Ethereum
|
$1,921.21 | +0.36% |
|
SOL
Solana
|
$74.95 | +1.82% |
|
BNB
BNB Chain
|
$595.5 | +0.81% |
|
XRP
XRP Ledger
|
$1.04 | +0.16% |
|
DOGE
Dogecoin
|
$0.0703 | +1.15% |
|
ADA
Cardano
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$0.1998 | -1.04% |
|
AVAX
Avalanche
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$6.52 | +1.12% |
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DOT
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$0.8191 | +0.73% |
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LINK
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|
$8.33 | +1.24% |
Fear & Greed
30
Fear
Market Sentiment
Event Calendar
202608
04
upgrade
Solana Firedancer
Independent validator client goes live on mainnet
30
04
upgrade
Celestia Mainnet Upgrade
Improves data availability sampling efficiency
18
03
unlock
Sui Token Unlock
Team and early investor shares released
10
05
upgrade
Ethereum Pectra Upgrade
Raises validator limit and account abstraction
12
05
halving
BCH Halving
Block reward halving event
15
04
halving
Bitcoin Halving
Block reward reduced to 3.125 BTC
22
03
unlock
Optimism Unlock
Circulating supply increases by about 2%
28
03
unlock
Arbitrum Token Unlock
92 million ARB released
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Market Cap
All →| # | Coin | Price |
|---|---|---|
| 1 |
Bitcoin
BTC
|
$65,023.2 |
| 1 |
Ethereum
ETH
|
$1,921.21 |
| 1 |
Solana
SOL
|
$74.95 |
| 1 |
BNB Chain
BNB
|
$595.5 |
| 1 |
XRP Ledger
XRP
|
$1.04 |
| 1 |
Dogecoin
DOGE
|
$0.0703 |
| 1 |
Cardano
ADA
|
$0.1998 |
| 1 |
Avalanche
AVAX
|
$6.52 |
| 1 |
Polkadot
DOT
|
$0.8191 |
| 1 |
Chainlink
LINK
|
$8.33 |
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