The word "modular chain" has been heard so much lately that it's starting to get tiresome. To put it simply, the most direct changes for end users are actually just two: first, it's easier to "use anywhere," as the costs of migrating assets and applications decrease after separation; second, it's easier to "have issues anywhere," because if any link in the chain—bridge, ordering, DA—fails, what you see on the front end is just a stuck, expensive, or suddenly rolled-back experience. For someone like me who focuses on derivatives and margin calls, modularization is more like splitting the sources of volatility into several parts; the risk doesn't necessarily decrease, it just shifts position.

By the way, I thought of the NFT royalty debate and the endless arguments about it— the more fragmented the underlying assets are, the more the secondary market loves to argue outside the protocol about "who should get what" for liquidity, and in the end, it's still the users who pay the price. As for whether I trust data or intuition? I trust data a bit more—intuition can easily lead to self-hypnosis during big fluctuations, while data at least will coldly slap you in the face.