Recently, I saw a bunch of people talking about "modularity" and claiming to rewrite everything. Frankly, as a end-user, I only have two feelings: first, the chain is no longer so easily congested like PPT, and transferring funds no longer takes forever; second, a bunch of "similar mainnet but actually not" networks pop up in the wallet, switching bridges back and forth, and one wrong click is both funny and frustrating... From an indicator perspective, it seems more like splitting congestion and security into separate parts for sale, which might improve the user experience, but also introduces more points of failure. By the way, on the macro side, the rate cut expectations swing between pushing risk assets and the US dollar index acting up, making market sentiment feel more "modular" than the technical route—today disassemble, tomorrow reassemble. Anyway, I’m mainly watching costs and failure rates as my benchmarks, so don’t get too excited.

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