Recently, I saw a bunch of people discussing modularization and DA layer narratives, developers' eyes lit up, users (including me) looked confused: huh? More jargon again, right? People who have been rug-pulled twice are now wiser, first focusing on one main point: how does this chain "put data out," "who queues to pack it," "how long before it’s truly irreversible."

DA, simply put, is: can I see your transaction details externally and verify there's no hidden trick; ordering is: who cuts in line, who gets on first (that’s where MEV is hidden); finality is: you think the transaction is settled, but it gets reversed the next day—that’s when the mental breakdown happens.

So how do I decide whether to engage?
First, check if the data can be independently accessed by many people, then see if the ordering rights are too centralized, and finally ask myself: can I accept it "taking a long time to be stable"? If yes, try a small position; if not... forget it, save some life for the next rug.