Recently, we've been talking about sharding and parallelism again, and it feels just as lively as the wave of "performance takeoff" back then... But I honestly don't feel excited now; there are only two things on my mind: where to put the assets and whether I can get them out. To put it simply, no matter how big the narrative is, if the bridge and cross-chain segment have issues, everything is for nothing—exit paths aren't smooth, and no matter how good the positions look, they're just on paper.

AI agents and automated trading have also been trending these days. Some people treat them as universal remotes, but I actually feel more nervous: handing over your private key/authorization is the real "signal." What I care about more now is whether permissions can be revoked with one click, whether the contract is upgradeable, and whether withdrawals have to go through strange bridges... Anyway, I first think through the worst-case scenario—losing money is painful, but losing tokens is even worse.