Recently, I've been seeing the narratives of "modularization" and "DA layer" being repeated again, with developers talking excitedly, while ordinary users are mostly confused... I myself am a perfectionist, so I focus on one main thread: from the moment you transfer money to "irreversibility," who is actually holding your data, who is queuing, and who makes the decisions.

Changing terms back and forth really boils down to three things: whether the data can be found (DA), how your transaction gets included in the block (ordering), and finally when it is considered final (finality). The only "signal" on the chain that I pay more attention to is this: only after a whale confirms that a transaction has crossed several layers or confirmations will they dare to take the next step—hesitation indicates that the confidence in the layer below isn't enough. Anyway, I’m focusing on this first, leaving other terms aside.