Today it’s raining and the traffic is jammed again, the coffee I bought has already cooled by the time I got it... On the way, I saw a bunch of discussions about “modularization” and “DA layer” starting up again, developers are pretty excited, normal users are confused, which is normal. To put it simply, don’t be scared by the terminology, I’ll focus on one main thread: how exactly is your transaction inserted (ordering), can others cut in line and manipulate you (that MEV stuff), and ultimately whether it’s considered “truly immutable” (finality). DA is more like “whether the data is publicly and fully available,” otherwise, you might think it’s on-chain, but in reality, only a few people can see the details. Anyway, when I look at project governance, I focus on these few things: who controls the ordering/block production, where the data is stored, who takes the blame if something goes wrong, how multi-signature setups are configured, and whether these are clearly written into the budget; if it’s not clear, don’t rush to release incentives, I’ll vote against first.

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