Recently, I've been looking at the PFP/membership scene again, and honestly, I'm a bit cautious now: the hype is real, but many times it's just short-term attention with a different shell.

Can a brand maintain long-term value? My simple approach is to look at two points: whether people can stay above the floor price, and whether the rights can still be used in a bear market (otherwise a wave of retracement will wipe it all out).
Modularization and the DA layer are very exciting for developers right now, but users are confused, and I'm pretty much the same... Anyway, no matter how big the narrative, it ultimately comes down to "why should I hold."
The information environment is too noisy, and my noise reduction strategy is one: only track updates related to my holdings, block the rest first, and don't let emotions leverage.