Recently, I saw everyone talking about "modular chains," and basically, what end users care about might just be two things: transferring/interacting without delays or high costs; and not having to install five wallets and switch networks three times right away. Modularization separates execution and data, which in theory is better for scalability, but for someone like me building positions slowly, the experience feels more like: the same application might run on different layers, and you just want it not to disconnect or swallow your bridging fees.

By the way, I saw that the funding rate side has become extreme again, with the group arguing whether to reverse or keep squeezing the bubble... I just treat it as noise for now. Progress in infrastructure is good, but users probably won't confirm more times just because the architecture is more elegant, haha. Only when it really smooths out the friction will it be a true change. That's all for now.