Lately, the whole narrative about parallel processing and sharding has gotten hot again. In the group chat, people are talking TPS nonstop—almost like it’s flying. But instead, I want to ask one thing first: where does the money go, and can you get it back out? In plain terms, no matter how fast a chain is, once there’s a problem with bridges, cross-chain, permissions, or multi-signatures, speed will only make you lose money faster… I’ve been around DAOs for this long, and I’ve seen too many proposals that look flashy on paper, only to get stuck in execution and risk control.

In the past couple of days, Meme and celebrity trading-room shouts have stirred up another wave of attention. I’m not pretending to be some old master—I’m just watching how excited newcomers get, like they’re grabbing tickets, and I can’t help worrying about who ends up holding the last baton. Anyway, I’m watching only two things: asset safety (don’t make contracts/permissions too “mystical”) + an exit path (liquidity, unlocks, and the costs of getting assets out).

As for whether to trust data or intuition? I trust the data a bit more, because intuition in a bull market is way too easy to get hijacked by emotions. For now, that’s all.