In the past couple of days, I've been discussing "what's the use of modular chains," and honestly, the most intuitive changes for end users are just two: the bunch of chains in your wallet increasingly look like "the backend just changed its engine," but what you feel is smoother transfers/interactions and more controllable fees; and cross-chain stuff is gradually shifting from "mysterious" to "something you should default to," otherwise the experience gets stuck.

However, I'm also quite conservative; modularity sounds great, but when it comes down to it, I still look at who takes the blame when problems occur, and whether assets moving back and forth between different layers makes it easier to stumble. There are many tutorials, but I prefer those that explain risks very specifically and break down failure cases, not those with fancy tricks.

By the way, on the macro side, expectations of rate cuts fluctuate back and forth, and discussions about the dollar index and risk assets rising and falling together are quite noisy... When market noise is loud, I don't want to bet on "new architecture necessarily bringing new narratives," I prefer to observe first and stay alive.