Last night, I checked out some updates on the "modular/DA layer" projects, and the developers there were so excited I couldn't keep up. From my user perspective, I was a bit confused: honestly, can it really help me avoid pitfalls, pay less, and wait less?

The changes I can feel are probably twofold: first, the experience feels more like "switching to a wider road," so during congestion, it won't get stuck like a PowerPoint slide, and the costs don't suddenly skyrocket to ridiculous levels; second, the interactions between chains are more frequent, but the prerequisite is that bridges, wallets, and risk control keep up, otherwise, no matter how good the modularization is, the risks will just be scattered and placed in more places.

Anyway, I still look at cold metrics: whether the real transaction fees/revenue can support it, and whether user retention depends on subsidies to be artificially maintained. Whether the narrative is hot or not doesn't matter; surviving the bear market is the real deal. That's all for now.