There's plenty of analysis out there on this. From Twitter threads to podcasts. 

https://x.com/BitPaine/status/1768634216651350298?t=Y9lpRWar3nrdJECHQOdN8w&s=33

https://x.com/BitPaine/status/1768635216573460488?t=PzmhFes8R8FwXarB-2r81A&s=33

https://twitter.com/WalkerAmerica/status/1766179253895233956

https://twitter.com/real_vijay/status/1764763733207949647?t=HEP2gGcc8IPSYNcESwSVKg&s=19

https://twitter.com/adam3us/status/1768641513578234038?t=4gsgkbQjQtWkVusI5Ommjg&s=19