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Recently, some people have been confusing themselves with "data availability / ordering / finality," so I'll focus on one main thread: what do you believe, who do you really trust? To put it simply, DA = whether others have released the original ledger materials for you to verify; ordering = who decides the sequence, can they sneak in line; finality = whether this matter is truly stamped and finalized, whether it will turn into a fiasco. Cross-chain is more like passing through a toll booth; if you don't give me the materials, I’ll assume you're just fooling around, don’t blame me for being verbose.
By the way, that macro set of "interest rate cut expectations + US dollar index + risk assets jumping together" is quite heated, but I now treat it more as noise. In trading, I adopt a "practice" mindset: practice not chasing hot topics, not being led by buzzwords, just understanding which layer of trust I am betting on. If I make a mistake, I treat it as a review material... Anyway, don’t get angry and increase your position.