Recently, I got the itch again and went to check out the modular stuff. To be honest, I’m not trying to be an expert, I just saw the funding rate hitting an extreme, and in the group, people are arguing whether to reverse or keep squeezing the bubble. That made me want to find some certainty that’s not so tightly tied to the price.

What exactly has modularization changed for end users? The feeling is mainly two things: first, fewer moments of “getting stuck / ridiculously expensive” (settlement layer may not necessarily be faster, but after separating execution layer and DA, it can at least be scaled on demand); second, application migration isn’t as much like moving house—data availability, block production, ordering, these are just layered differently, and the app interface you use might not even change. There are also downsides: more chains, more bridges, and if something goes wrong, you simply don’t know who to blame… I’m currently just monitoring node/DA status graphs, which makes me feel more at ease. That’s all for now.