RWA ๐ Global & Macro: Google reveals that memory costs now exceed 75% of AI server expenses, prompting a dual-track hardware and software strategy to optimize memory in AI infrastructure โ a critical shift for the AI supply chain.
๐ฆ RWA & Institutional: Arbitrum receives ~$1.3M in revenue sharing from Robinhood Chain, underscoring its growing institutional relevance in the crypto ecosystem.
โก Crypto & Market Flow: ARB surges 46.7% in two weeks on the Robinhood Chain news. Meanwhile, a Bit-linked entity increases its ETH long position to 33,000 ETH, now facing a $2.48M unrealized loss after previously securing $55.065M in profits.
๐ก Key Takeaway: Institutional integrations and AI-driven cost structures are reshaping crypto and tech narratives, with ARB’s rally highlighting the market’s appetite for real-world utility.