Recently, I got the itch again and went to check out the modular stuff. Honestly, I’m not trying to be an expert; I just saw extreme funding rates, and in the group, people were arguing whether to reverse or keep squeezing the bubble. That made me want to find some certainty that’s not so tightly tied to the price.

What exactly has modularization changed for end users? From my experience, there are two main things: first, fewer moments of “getting stuck / outrageously expensive” (settlement layer may not necessarily be faster, but after separating execution and DA layers, it can at least be scaled on demand); second, application migration isn’t as much like moving house—data availability, block production, and ordering are replaced with a different layer, but the app interface you use might stay the same. There are also downsides: more chains, more bridges, and when something goes wrong, you have no idea who to blame… I’m currently just monitoring node/DA status graphs, which makes me feel more at ease. That’s all for now.