I only take notes on one sentence: no matter how you twist the terms like DA, ordering, finality, the main thread is to focus on "Does this transaction finally count, who makes the call, and how long does it take." Recently, I’ve also seen some places tighten and loosen taxes/compliance, and everyone's deposit and withdrawal expectations change easily, which can lead to emotional reactions. Anyway, I’ll follow this main thread and slowly analyze on-chain data, and not rush to give a full score to the narrative.