Recently, many people have been talking about sharding and parallelism, acting like opening multi-core CPUs can save the world... I'm not opposed to the technology, but as lively as it is, if I had to spend money, I’d focus on two things: how assets are protected and whether I can exit smoothly when I want to. Cross-chain bridges, shared sequencers, all kinds of "new settlement layers" are talked about with great flair, but when something goes wrong, it’s just a quick "security incident" brushed off—whoever’s money it is, they’re the ones who get hurt.

The collapse scripts of blockchain games are nothing new: once inflation kicks in, studios jump in, coin prices spiral, and all that’s left is “the ecosystem is still under construction.” What I need to be reminded of is: don’t get carried away by the narrative. First, review the exit paths thoroughly, only invest what you can afford to lose; otherwise, you’re just fueling someone else’s KPIs.