Today I forced myself to "pause" first, no longer engaging in those mouthwatering debates about L2 TPS, fees, and subsidies. Watching them for too long just makes my mindset more floaty. Frankly, for us end users, the most direct changes brought by modular blockchains are twofold: first, "which chain to do things on" is becoming more like choosing a routing, the experience might be smoother but also more fragmented; second, risks are more dispersed, with each additional layer—bridges, DA, sequencers—adding another potential point of failure. For someone like me who keeps an eye on lending positions, modularity hasn't made me more willing to leverage; it’s just made me draw more complex escape routes: multi-chain price differences, cross-chain delays, thicker liquidation margins... Anyway, when the market gets frantic, no narrative beats risk control thresholds. Time to stop, reduce positions.