Lately I keep hearing the word "modularization," talked about in a grandiose way, but honestly for ordinary people it might just mean two things: cheaper and smoother (don’t let the fees suddenly jump to dozens of dollars), and cross-chain / cross-layer experiences that don’t feel like solving a puzzle. The ideal is that you use one wallet, and you don’t have to care about which settlement layer or data layer is running underneath — just like watching videos without needing to understand CDN.

But in reality… there are layer one, layer two, and a bunch of other layers, and the information noise is also high. Especially these days, the funding rates are extreme again, and the group chat is buzzing: is it a reversal or just more bubble squeezing? I, who place orders at the last second, am more easily carried away by emotions.

My noise reduction strategy is pretty crude: only watch two or three big on-chain addresses + the transaction fee/failure rate of the chain I use most often, and treat other “narratives” as background noise. Only when it really affects my feel for the market will I catch up. That’s it for now.