Recently, people have been talking a lot about "modular" blockchains, sounding like taking apart LEGO to sell it... but for someone like me, a end user, honestly it boils down to two things: making sure transfers don't turn into PPT slides, and avoiding bridges that suddenly send my assets to another dimension. Separating execution, data, and settlement is pretty cool, but my personal experience is—less "confirming..." in my wallet, and more usable chains.

On the macro side, there's also talk about interest rate cut expectations, with the US dollar index and risk assets moving together up and down. When the market heats up, I get itchy hands, last night I almost thought about "exiting the market/uninstalling the app," but then I thought about my ID—before leaving, don’t become someone else’s exit liquidity... So I held back, watching for a while.