I'm not very good at explaining those lofty models, but when it comes to staking this "shared security" system, I instinctively get a bit nervous whenever I hear about compounded yields. To put it simply, you're using the same collateral to back more places; yes, you make money, but if something goes wrong, everything collapses together. The correlation isn't written in the PPT; it's written in the liquidation process. Recently, cross-chain bridges have been hacked again, and oracles have gone haywire, so everyone starts "waiting for confirmation." I actually think this is the consensus after being educated: take it slow first, review permissions, audits, and emergency plans, even if the yields are lower, at least avoid the illusion of compounding.