I just closed the market page and switched to viewing on-chain data to clear my mind a bit. The word "modularization" sounds pretty grand, but for someone like me, a end-user, honestly it boils down to two things: first, it should be smooth and affordable to use, and transfers shouldn't feel like opening a blind box; second, when something goes wrong, the whole system shouldn't crash all at once—at least if one execution layer gets clogged, the asset layer should still be intact, so I have some confidence.

But reality is pretty cynical: the more layers there are, the more points of failure exist. Bridges, sequencers—it's like breaking down coffee into espresso + milk + sugar, making the flavor more controllable, but the cup also more prone to leaks. Recently, the group has been talking about stablecoin regulation, reserve audits, and de-pegging rumors. I casually opened the funding rate panel to take a look, and when emotions run high, it's easy to click buttons recklessly... Anyway, right now I'm more concerned about "whether I can switch back at any time" rather than how pretty the new narrative is. That's all for now.