Recently, I saw new L1/L2 projects issuing incentives to boost TVL, and a bunch of veterans in the comment section complaining "mine, sell," which doesn't surprise me... The moment TVL fluctuates, I get nervous. To put it simply, don’t be scared by terms like "data availability/ordering/finality," just focus on one main point: who is lining up for your transaction, whether the data can be checked, and whether it can truly be finalized in the end.



Now I don’t first listen to the story when evaluating projects; I look at where they store data, who has the authority, and whether issues can be rolled back (of course, they all say it can’t). Incentives can create a lively scene, but if the ordering rights and finality are unclear, the excitement can easily turn into background music for "mine, sell"... Anyway, I’ll remember the word "finality," and when the system really gets stuck someday, I’ll come back to verify.
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