Last night before bed, I was browsing on-chain data and suddenly thought: For us end users, modularity really boils down to two things—making the experience feel more like "use as you go" and making costs/speeds less mysterious. In the past, if one thing got blocked, everything got blocked—transfers, swapping tokens, small strategies—all stuck on the same path; now, after layering, whether the execution layer is crowded or the data layer is expensive, at least there's a chance to optimize separately. Tapping in your wallet feels more like choosing "which highway to take." Of course, for someone like me who prefers hands-on control, there's not much romance—just stability is fine, lower friction costs, and neutral strategies are less likely to be disrupted by slippage and gas fees. Recently, everyone’s been talking about rate cut expectations, the dollar index, risk assets rising and falling together… especially obvious during macro turbulence: whether the underlying is smooth or not determines if you can quickly react, instead of staring helplessly in traffic. Anyway, I don’t bet on narratives, just focus on what’s more convenient and controllable.