roll-ups are oversold?

https://twitter.com/AntonioMJuliano/status/1539721366592790533

this insight was provided by a chad colleague on why the shift by dydx -

it is likely that the main concern is how rollups currently have very centralised sequencers

if you decentralise that, the block time might slow down to 3 seconds which is equivalent to Tendermint's block time but you get sovereignty + rely on your own validator set vs the sequencers which you have no control of that might screw you over should malicious actors attack

hmmm my man Ronaldo is jumping everywhere from Shopee to Binance

part of me feels like he's accepted the Binance deal but doesn't really care for NFTs (?)

then again he has a pretty huge fan base

we'll see how this pans out

https://decrypt.co/103703/soccer-superstar-cristiano-ronaldo-is-making-nfts-for-binance

Messari's Fund Analysis across 82 Crypto Portfolios

https://twitter.com/kaushikvg/status/1540353265338093578?s=20&t=q_FsXBgp2vM-2qNnggMknw

thanks Justin for sharing this!

here's the full report from Messari for the prev post

Hodlnaut users be careful

definitely give it a read and consider your risks if you are currently staking in Hodlnaut

https://twitter.com/FatManTerra/status/1541101947943620609?s=20&t=fXHmLL597CIaNQ88GQsn4Q

some CEXes are secretly insolvent

https://twitter.com/forbescrypto/status/1541893168152690690?s=21&t=5aMf9FPXzVkeruzvyoYWDg

What Is Bullwhip Effect?
The bullwhip effect is a phenomenon where demand changes at the end of a supply chain lead to inventory fluctuations along the chain. Generally, slight variations in demand at the customer or retailer level reverberate up the chain causing greater discrepancies.

This in turn causes too many or not enough supplies as needed to be purchased at each level of the chain. These products often end up as dead stock, on backorder, or need to have their prices greatly cut to avoid total loss.

source

Retailers are now holding too much inventory which is costing them too much to store. They will be looking to clear inventory likely through dropping prices/providing discounts or allowing customers to keep returns.

The theory is that the dropping of prices will generate a deflationary effect which slows down inflation, leading to Fed "pausing" rate hikes.

For a more in-depth explanation, read the articles above!

interesting how despite consensus failures, SOL users (or maybe just SOL NFT traders) are still v bullish on the SOL NFT market

some predict that SOL will become the main NFT market in the near future, overtaking ETH due to low gas fees and UI etc.

no doubt SOL's marketing and positioning so far is genius (esp w SMS and Saga announcements)

not forgetting SOL's resilience in the recent market nukes

maybe I'm missing something here