Big Ideas 2026 crypto check-in. Here's what we covered in our review: ▪️What rattled Bitcoin in the first half ▪️What long-term holder supply is telling us ▪️Our on-chain floor model ▪️Where we are in the four-year cycle, and what it means for our 2030 forecast ▪️ARK joins the Bitcoin Security Council ▪️How big tokenized assets have gotten, and which category is growing fastest ▪️What Robinhood’s layer 2 on Arbitrum could mean for traditional finance ▪️Who captures more on-chain revenue ▪️Hyperliquid and http://Pump.fun revenue run rates