Lately I’ve been a bit anxious watching all sorts of unlock calendars. The sell pressure from staked token unlocks feels like a fish tank hanging over your head—you never know which day it’ll break. But think about this “data availability” thing: it’s actually the same as what we do with arbitrage. The ordering and finality you see are separated by several layers of confirmations in between. At the end of the day, don’t let those buzzwords scare you—the main thread is: how does the information reach your hands, and whether you believe it. Anyway, my current position is very lightly sized; I’d rather wait for the bubble to burst before picking up the pieces.