Supplychain (@supplychain) • Hey

Publications

work work work!
Who’s going to buy DB Schenker? DB Schenker: Biggest takeover of a logistics group so far this century #Global #3PL #takeover #logistics #supplychain #acquisition #news https://www.linkedin.com/posts/jeffashcroft_db-schenker-biggest-takeover-of-a-logistics-activity-7156460023148113920-CnYv/?utm_source=share&utm_medium=member_ios
Top 6 Logistics & Supply Chain predictions and trends for 2024 ~ @JeffAshcroft https://linkedin.com/pulse/top-6-logistics-supply-chain-predictions-trends-2024-jeff-ashcroft-jcdmc?utm_source=share&utm_medium=member_ios&utm_campaign=share_via #Robotics #Electrification #AI #SupplyChain #RealTime #Freight #Invoicing #Nearshoring #Sustainability #Logistics #predictions #2024predictions #trends #2024Trends
Great news that Liz Rodbell is returning to HBC! Cheers! #retail #veteran #fashion #customer #ecommerce #pioneer https://www.linkedin.com/posts/jeffashcroft_liz-rodbell-named-president-and-ceo-of-hudson-activity-7135721712796512256-VpgP?utm_source=share&utm_medium=member_ios
Soon you may not have to stop dancing on @TikTok to order your grocery delivery online! Cheers! Want to get your groceries through TikTok Shop? That option may be coming soon. https://linkedin.com/posts/jeffashcroft_want-to-get-your-groceries-through-tiktok-activity-7126323333427572736-r3pR?utm_source=share&utm_medium=member_ios… #ecommerce #online #grocery #TikTok #order #fulfillment #delivery #groceries
BIG news with @UPS agreeing to purchase MNX Global Logistics for an undisclosed amount! MNX adds 800 employees in 190 countries, with more than 2,500 agent partners, over 45,000 couriers, and more than 700 forward stocking locations! Cheers! https://www.linkedin.com/posts/jeffashcroft_ups-to-acquire-mnx-in-strategic-move-to-expand-activity-7113509949594357761-jeHr?utm_source=share&utm_medium=member_ios
The Hershey Company is gearing up production #efficiency & capacity on current lines & adding new #production lines as they invest null Billion into their supply chain! https://linkedin.com/posts/jeffashcroft_inside-hersheys-1b-push-to-boost-its-supply-activity-7104128669396172800-hNdY?utm_source=share&utm_medium=member_ios #SupplyChain #investment
Guess it ain’t over ‘til it’s over! Canadian Port Labor Union Rejects Contract, Potentially Worsening US Supply Chain Problems #Strike #impact #growing #logistics #supplychain #cargo #freight https://www.linkedin.com/posts/jeffashcroft_canadian-port-labor-union-rejects-contract-activity-7091502896474701824-RsaT/?utm_source=share&utm_medium=member_ios
Wow! This sounds bad...
Private vs Public Databases:
Will you be the 72,000th member of the Third Party Logistics Group on LinkedIn? Just 79 to go! Follow the link below and request to join The 3PL Group! Cheers! http://linkedin.com/groups/1476387 #3PL #Logistics #ThirdPartyLogistics #SupplyChain #Participate #Network #Collaborate #Community
🚨 Snapshot in ~72HRS - Claim The Final NFT You have ~72Hrs time to complete the Spring Campaign Quests and open the box and claim the Final #NFT for the coming $500,000 #Airdrop and multiple rewards 📸 https://l3.xyz/AISC https://twitter.com/AlphaInsiders/status/1664562738268446722 ⭕️ Like and Mirror #AlphaInsiders🕵️⚡️ #AISC2023
GREAT to see @Walmart taking such co-ordinated efforts to make ecommerce omnichannel fulfillment more #sustainable! Walmart Announces Waste Reduction Efforts Across #Fulfillment #Network #logistics #shipping #ecommerce #packaging #supplychain #retail https://www.linkedin.com/posts/jeffashcroft_logistics-shipping-ecommerce-activity-7069986861292666880-lkNJ
GREAT to see @Walmart taking such co-ordinated efforts to make ecommerce omnichannel fulfillment more #sustainable! Walmart Announces Waste Reduction Efforts Across #Fulfillment #Network #logistics #shipping #ecommerce #packaging #supplychain #retail https://www.linkedin.com/posts/jeffashcroft_logistics-shipping-ecommerce-activity-7069986861292666880-lkNJ
Gm 👽 Mark your calendars for the **Opening Party** of Art From Future's **First art exhibition on** @lensprotocol **I POAP for all the attendees** **When?** Thursday 11th May at 7 PM CET **Where?** Online in @molens.lens **Featured artists:** @marzipanphysics.lens @cybershakti.lens @mazemari.lens @andresbriceno.lens @whitecloud.lens @lufoart.lens **Curated by** @jessyjeanne.lens & @arminhoori.lens **Program: 7-8 PM CET** - Opening music by @karmavioletta.lens 💜 - Speech by curators (@jessyjeanne.lens & @arminhoori.lens) and @danisnearby.lens founder of @molens.lens - Gallery tour + speech by each artist - Closing music by @karmavioletta.lens The link to join the party will be published on our feed in the next days! Can't wait!!!! @stani.lens @mirran.lens @bradorbradley.lens @christina.lens 💜
A new looping track created by Nini and Vivi. We're going home. To the eternal place within us all.
Sad but not surprising that @Shopify is getting out of the #logistics business after several mis-steps that were made to get into it! Will be interesting to see what @Flexport is able to do with Shopify Logistics! #ecommerce #supplychain #business #sale https://www.linkedin.com/posts/jeffashcroft_shopify-to-reduce-workforce-by-20-per-cent-activity-7059883548958224384-crNL?utm_source=share&utm_medium=member_ios
Awesome badge to mint for free on Zora for the first 1k follower of @ethdaily.lens 🔥 https://zora.co/collect/0x05a8c45bffaeabd9a7bbd173bc4ed0ab9f6db713
https://www.linkedin.com/posts/jeffashcroft_walmart-aims-for-65-of-stores-to-be-automation-activity-7049360990768922624-Rztu?utm_source=share&utm_medium=member_ios If you still needed proof that #ecommerce #fulfillment #automation is no longer a “nice to have” in your online fulfillment operations, here it is!
**Hey anon, we’re excited to drop 🌿Wagame $LENS cheat sheet 🤫👇 and with this occasion** **we’ll give away 1 KoruDAO NFT ($285 on OS) - to enter #LMCC (paid collect 2,85 WMATIC)** You’ve probably seen countless speculations about “guaranteed” airdrop from Lens - we have come to the conclusion that most likely none of these speculations will end up to be true, our evidence points to something more nuanced than these. Many assume @lensprotocol is just following the usual airdrop blueprint and will reward anyone who made a couple of posts and has a 2 digit follower count. This narrative has been pushed on tweetr by threadoors to farm engagement - read on to learn what our research revealed **👇** 1️⃣ Lens target business model 2️⃣ Stani’s views on airdrops 3️⃣ Where Lens currently is as a project Now let’s review each 🔎 **1️⃣ Lens target business model** If you were at Lens 1st Twitter Spaces last yr you’d notice that the entire chat was about artists + music NFTs. @stani.lens keeps on posting about the same & even reached out to some rappers. He also hired ex-TikTok staff - app known for creative content Use Lens advanced post search tool by @rickydata.lens and see how often Stani posts about this: ‘Music’ 👉46 posts ‘Rap’ 👉27 posts ..and so on https://lenster.xyz/posts/0x0102cc-0x01a9 🧠 Conclusion: Lens is targeting indie creatives and wants them to be posting their content on Lens. You, random degen, is not their top priority as poster right now, sorry 🥲. You’re still wanted on Lens, but mainly as collector of their posts Why target creatives? Because artists can sell their art as NFTs on Lens and Lens can get a cut from these sales. This is a potential source of revenue that makes their business model sustainable over the long run Also, if everyone starts buying & selling each others’ posts, it’ll make use of Lens’ key feature - you own your data and are free to monetise it. See the statements made in their Open Letter Lens = social content marketplace **2️⃣ Stani’s views on airdrops** Stani is known as someone who doesn’t like to do airdrops. We think he means “standard” airdrops here that just reward every participant. But he clearly understands the pitfalls of just dropping a token to everyone who interacted with the platform. 🧠 Conclusion: content that adds value > random posts to game the system in the hopes of airdrop Simply posting stuff on Lens that doesn’t generate any traction (non-viral content) and doesn’t add much value is unlikely to be determining factor imo Still, Stani is Web3 native & understands that not rewarding early supporters is a lost game, especially for a project that requires social support. We may see some rewards for being early user, we just think that it’s unlikely the MAIN criteria **3️⃣ Where Lens currently is as a project** Based on the same Open Letter, Stani has big plans for Lens to challenge Web2 social media giants. If Lens is to take on TikTok & Twitter, it needs many more users than just Web3 natives. They need to reach ‘normies’ https://www.lens.xyz/letter But right now there’s only 88k Lens handles with a post. Hard to say how many of these are Sybils. Compare this to Twitter and TikTok user base and global reach. We’re still early and normies aren’t here yet https://dune.com/gm365/lens 🧠 Speculation: expect some creative way to incentivise normies to join Lens. $LENS content monetisation (social mining?). Vampire airdrop targeting top creators on YouTube, TikTok etc? Wouldn’t that be crazy & generate big mainstream buzz? So what MIGHT happen, based on the above? 🌿 If there’s airdrop, simply minting Lens handle and sitting on it won’t do. This is not ENS 🌿 Creators that managed to generate a following and sales via collects (+those that collected their NFTs) might stand higher chance of rewards 🌿 Buildors (Lenster, Orb, Lenstube etc) might also get allocation just like we have seen with Arbitrum and Optimism Stack. It could be up to the projects then how to use this allocation - some might choose to reward past users, some might choose to do incentives Other things that Lens might consider in future: 🌿 Introduce monetisation where the more engagement your post gets (via paid collects for example), the more $LENS you get. Similar to liquidity mining but on a social media app. Social mining? Think monetisation on YouTube Other things that Lens might consider in future: 🌿 As mentioned above - vampire airdrop to creatives with a following on current Web2 social media. They would then have to shift to Web3 if they want to claim their tokens. Would be a big onboarding event for their followers too Gaming the criteria will be almost impossible, abuse is avoided thanks to @sismo zkdrop - to get an idea how it could look like, check out Sismo Ethereum Influencer ZK-badge: https://app.sismo.io/twitter-ethereum-influencers 🌿 Being early supporter might still play a role. But quality posts > quantity, plus focusing on what Lens team is focusing on atm (supporting creatives by collecting their paid posts) might be a better alpha play. So create good paid content or collect it from others **What action to take if you have no coding skills and aren’t a creative talent?** 🌿 be consistent: try to switch to Lens protocol as your preferred social media platform, interact with other active users daily Stay tuned, we will drop more opportunities for our subscribers to actively interact on Lens protocol in a fun way - promised! @punkess.lens has got you covered with the most extensive resource on how to get started on Lens: https://lenster.xyz/posts/0x0f85-0x1452 🌿 become a collector: most paid collects are fairly cheap <10 WMATIC, a good start is to collect this post! Don’t miss this opportunity, we’ll give away our KoruDAO NFT to 1 lucky collector! #LMMC this post to enter the fair raffle via @lensdropxyz.lens 👇 @korudao.lens is the first DAO owned Lens account, the 282 KoruDAO NFT holders are able to post on Lens protocol from a 10k subs account. The projects was started by the OG’s from @gelato.lens and is currently in the process of finding a consensus between DAO members (=NFT holders) to provide the most value to the DAO over short time goals from individual members. An interesting experiment to say the least and hence the NFTs floorprice on OS is currently at $285. https://opensea.io/collection/korudao Below a few more posts you could consider to collect: Support @lenstaxyz.lens https://lenster.xyz/posts/0x019086-0x83 Support @rickydata.lens https://lenster.xyz/posts/0x0102cc-0x01ac Possible 2in1? @zerion.lens https://lenster.xyz/posts/0xad5d-0x4c
Breaking news in @SupplyChain! Share via @SupplyChainNtwk https://www.linkedin.com/posts/jeffashcroft_airships-cargo-logistics-activity-7047953407378165760-Brb9?utm_source=share&utm_medium=member_ios
$ARB PRICE SCENARIOS 🦅🔵 Investor price* → Market Cap 85M - ARB $0.07 Pessimistic → Market Cap 360M - ARB $0.30 Moderate → Market Cap 780M - ARB $0.65 Optimistic → Market Cap 1.4B - ARB null.20 Ecstatic 🎉 → Market Cap 3.0B - ARB $2.50 @Arbitrum Thread 🧵 - Let's estimate 🧠 $ARB is launching in 6 days Snapshot Date: Feb 6th 2023 Many active DeFi got this airdrop (12% of the total supply) How much could $ARB be worth a few days after launch? 1/18 Arbitrum One is the biggest Ethereum Layer2 blockchain in the space, by TVL and market share • Market share: 55% • TVL: $3.7B 2/18 Today we will roughly try to estimate $ARB price valuation a few days after launch - after the dust settles. By using: • Total & initial circulating supply • Market Benchmarks • Percentage airdropped 3/18 TOKENOMICS • Team & Advisors: 26.94% • Investors: 17.53% • Treasury: 42.78% • Airdrop to users: 11.62% • Airdrop to Arbitrum DAOs: 1.13% 4/18 TOKEN SUPPLY • Total supply: 10B tokens (10,000,000,000) • Circulating supply on 1st day: roughly 1.2B (1,200,000,000) ~12% of total supply User airdrop is immediately unlocked. It's safe to assume that Airdrop to Arbitrum DAOs will not enter the market right away 5/18 AIRDROP CRITERIA • Conducting transactions during 2-9 distinct months • Transaction frequency & interaction (4-100) • Arbitrum Nova activity: 3-10 transactions • Bridging to Arbitrum & Arbitrum Nova • Transaction value: $10k-$250k • Providing liquidity: $10k-$250k 6/18 🔗 Check your eligibility here: arbitrum.foundation 🚨 Careful with scam links, always get your link from @Arbitrum twitter Now, let's try to make scenarios for $ARB's price 👇 7/18 FDV AND MARKET CAP MEANING • Fully Diluted Valuation (FDV) = total supply * token price • Market cap = circulating supply * token price With $ARB numbers: FDV = 10B * token price Market cap = 1.2B * token price Token price = ❓ 8/18 SPECULATING INVESTOR'S PRICE According to Crunchbase, Offchain Labs raised 120M. Investors are getting ~17% of the token supply, which is around 1.7B tokens. If they bought 1.7B tokens for $120M, then that's around $0.07 per ARB. Pure speculation 👀 9/18 The best benchmarks for $ARB are Optimism and Polygon, but we can also work with other chains. Let's compare: • Polygon $MATIC • Optimism $OP • Fantom $FTM • Solana $SOL 10/18 Optimism $OP - the 2nd biggest Ethereum L2 • TVL: $950 million (DefiLlama) • FDV: $10.8 billion • Market cap: $800 million If $ARB had this FDV, its price would be ~null.08 11/18 Polygon $MATIC • TVL: null.05 billion • FDV: $11.8 billion • Market cap: $10.7 billion If $ARB had this FDV, its price would be ~null.18 12/18 Fantom $FTM • TVL: $445 million • FDV: null.4 billion • Market cap: null.2 billion If $ARB had this FDV, its price would be ~$0.14 13/18 Solana $SOL • TVL: $245 million • Market cap: $7.7 billion • FDV: $10.9 billion If $ARB had this FDV, its price would be ~null.09 14/18 Summarizing: • $ARB with the FDV of $OP: null.08 • $ARB with the FDV of $MATIC: null.18 • $ARB with the FDV of $FTM: $0.14 • $ARB with the FDV of $SOL: null.09 15/18 If the market prices ARB at the same level as OP and MATIC (~10B FDV) then token price could be ~null.00 In contrast, for ARB price to be $3.00, its FDV needs to be 3 times the size of OP's. Yes, Arbitrum has two times Optimism's TVL, but I don't know if that is enough. 16/18 PRICE SCENARIOS Pessimistic → Market Cap 360M - ARB $0.30 Moderate → Market Cap 780M - ARB $0.65 Optimistic → Market Cap 1.4B - ARB null.20 Ecstatic 🎉 → Market Cap 3.0B - ARB $2.50 17/18 The first hours of trading will probably be a mess, so expect volatility. These numbers are just a price iteration and comparison to what's already out there. I don't expect them to make sense the first day of trading. 18/18 LIQUIDITY Remember Optimism partnered with Wintermute for liquidity on $OP launch; we should wait to see how Arbitrum does it. I think they will surely take care of initial liquidity. At which price would you sell $ARB? ⚡️ Join me on Telegram for lightning-fast alpha notifications: https://t.me/OlimpioAlpha 👥 Also, lots of DeFi and Airdrop talk is going on inside Earndrop's server, join here: https://earndrop.io/discord
Are you attending #ProMat2023 in Chicago? Automation is all the rage now so you may also wish to consider automating your freight contracts, invoicing & payments with smart contracts! Reach out if you’d like to learn more! Cheers! #ProMat23 #blockchain https://www.linkedin.com/pulse/smart-freight-contracts-just-make-more-sense-jeff-ashcroft
gm to all friends on chain
This is Lenny's older brother.
Making Retail Better with Private Blockchain as a Service Today! #retail #logistics #supplychain #savings #freight #SmartContracts #Invoicing #DSD https://www.linkedin.com/pulse/making-retail-better-private-blockchain-platform-service-ashcroft
My first Petal Power live stream was a major success!! Excited to share all of the clips from it 💐 here’s one of my favorites!
Spotify Rolling Out NFT playlists? #bytes
Target expanding next-day delivery, opening new fulfillment centers The retailer plans to make a $100 million investment during the next three years to expand next-day delivery in major U.S. markets. #investment #nextday #delivery #markets https://www.linkedin.com/posts/jeffashcroft_investment-nextday-delivery-activity-7035040283616563200-oQkU?utm_source=share&utm_medium=member_ios
community
One Word For Lens 🌿 ?
The shift to #ThirdPartyLogistics, especially for ecommerce fulfillment continues! Cheers! @Colavita, leading Italian foods importer, plans to outsource 3rd-party logistics to @Boxed
Monday 👀
Fred Smith is not worried about Amazon Speaking at MIT, @FedEx founder said he does not see Amazon as a direct competitor. #amazon #network #fedex #logistics #supplychain https://www.linkedin.com/posts/jeffashcroft_fred-smith-is-not-worried-about-amazon-activity-7026989046044262400-8ESr
Do you ever feel like how these melting gummy bears feel
As we head into another recession, there's no doubt logistics technology will be more important than ever when it comes to automating and improving supply chains! In fact in just the last 3 years the number of Logistics Technology unicorns has doubled! https://www.linkedin.com/posts/jeffashcroft_logistics-industry-sheds-paperwork-inrace-activity-7018701626861371392-gPkZ?utm_source=share&utm_medium=member_ios
Central banks can't continue like this #bytes This is why the economic freedom that crypto enables is so important 👇👇
Happy New Year 2023 to all! May 2023 be the year we find peace in the world and accomplish our dreams! Cheers! #HappyNewYear2023 #peace #HappyNewYear #HNY2023
As these are operating within the port there's not a requirement for ride along drivers and so no cabs are required on these autonomous tractor units! Cheers! PORT OF FELIXSTOWE DEPLOYS FIRST AUTONOMOUS TRUCKS https://www.linkedin.com/posts/jeffashcroft_as-these-are-operating-within-the-port-theres-activity-7009622444642615298-FVBr
Tumeric
gm looks like a good place to ski
gm!
**VIRGO**, known as detail-oriented and analytical, this sign has an eye for what is missing. As a mutable **earth sign**, they are looking to adjust what exists to make it more practical & sensible. This doesn’t mean they are buzzkills, but expect to be on your toes & receive some constructive criticism! **Ruler:** Mercury ☿ **Astraits:** Insightful, Meticulous, Eloquent *By our very own Virgo, @marenaltman* ♍️
BIG NEWS from the Ocean Shipping world as @IBM and A.P. Moller - Maersk have decided to discontinue TradeLens! A.P. Moller - Maersk and IBM to discontinue TradeLens, a blockchain-enabled global trade platform https://www.linkedin.com/posts/jeffashcroft_ap-moller-maersk-and-ibm-to-discontinue-activity-7003425498768789504-b1nP?utm_source=share&utm_medium=member_ios
gm lens frens 👋 Today I have made an important decision in my life 📢 I quit my job today and going to focus full-time on maintaining the first-ever open-source frontend @lenster.lens 🌸 powered by @lensprotocol 🌿. Building social media was my dream since 10th grade, I built more than 4 social media in public but all failed, Lenster is my 5th one and it’s going crazy ⚡️. I believe building in public is key 🔑 to the success of a product. We have a lot of items queued up in the roadmap, be excited about it 🕺 **Collect this post for 2 WMATIC and support Lenster’s development 🙏**
FTX insolvent No one was prepared for FTX's insolvency What went wrong? #bytes
wtf
Whats your favorite Linkin Park song?
🚨 Free .NFT Domain AIRDROP By MetascanPro Get your domain in 3 steps: 1 - Link your Twitter account 2 - Check your NFT domain 3 - Check and get your domain PS: You will need to have more than 50 followers 🔸My referral to register: https://twitterscan.com/?inviteCode=3E3ad #AlphaInsiders 🕵️‍♂️⚡️🪂
🚨 Link3, A Web3 Linkedin / Potential Airdrop and Invite Codes Giveaway Everything you need to know about CyberConnect Token & Link3 / Web3 Status Token (WΞST) / Link3 Mystery Box / and 10 Invite Codes Giveaway🎁🤯 ⭕️ Don't forget to Mirror/ Like and Collect #AlphaInsiders 🧵🕵️‍♂️⚡️🪂 ⭕️Whats CC? CyberConnect is a decentralized social graph protocol that helps dApps bootstrap network effects and builds personalized social experiences. It allows users to own & control their social connection data while providing a composable social data layer for developers. ⭕️What is Social Graph? A social graph is a diagram that illustrates interconnections among people, groups and organizations in a social network. When portrayed as a map, a social graph appears as a set of network nodes that are connected by lines. ⭕️ Whats Link3? A web3 social network of verifiable identities, currently in its Alpha stage & only whitelisted addresses or those with invitation codes can start building their verified profiles. A Web3 Version of Linkedin where you get to show your POAPs, NFTs or Credentials Today I'm happy to announce we are Verified on Link3 and to celebrate this we're giving away 10 invite codes. 🪂🚀 🔸 https://link3.to/AlphaInsiders Details at the end of the thread 🧵 ⭕️ Speculation / Potential Airdrop Both CyberConnect and Link3 are called decentralized Social Graph and decentralized Social Network. This is the path the team is going, The Link3 is built on and managed by CC yet it's an independent product so it could have its own Token. ⭕️ $CYBER Token $CYBER is the native token of CyberConnectDAO. The DAO is the owner of CyberConnect Protocol. $CYBER token will only be used for governance purposes in the early stage. Token utilities, such as staking rewards, will be introduced later along with the increasing adoption of the protocol. The total token supply of $CYBER is 100,000,000. More tokenomics information TBA. Bening an early user of link3 could be one of the criteria IMO. Both of these projects have the potential to launch a token in the future and airdrop some % to the community. I strongly recommend starting to integrate with them ETH Profile 🔸https://app.cyberconnect.me/plaza Solana Profile 🔸https://sol.cyberconnect.me/plaza Discord 🔸https://discord.gg/JwuE4xuk ⭕️ How About Link3? 1⃣ Look around for invite codes 2⃣ Build your profile and mint your handles 3⃣ Join the events and mint WΞST tokens 4⃣ Join the campaigns and do the task and claim as many Mystery Box as you can. 5⃣ Be active in their discord ⭕️ Whats Mystery Box? Mystery Box is a secret benefit designed to reward early Link3 adopters who’re actively helping us build the layer of trust🤯 ⭕️ Whats W3ST ? WΞST is a ERC-721 token representing your Web3 on-chain status. You can claim a W3ST by joining a Link3 event.⚡️ You can also watch my friend UnboxBlock video to learn more about CyberConnects / Social Graphs / Link3 and why it's important. https://www.youtube.com/watch?v=5xLVCsbV018&t=40s ⭕️ GIVEAWAY / 10 link3 Invite Codes To enter the giveaway rules are simple you just need to LIKE and RT the first msg and leave a COMMENT on TWITTER. 🎁 https://twitter.com/AlphaInsiders/status/1580202215066587136 GO GO let the world know 🚀 --- 🔸https://link3.to/alphainsiders 🔸https://lenster.xyz/u/AlphaInsiders.lens 🔸https://mirror.xyz/0xhossein.eth #AlphaInsiders🕵️‍♂️⚡️🪂