Last night during the review, I felt a bit scared: a few days ago I saw words like "modularization" and "DA layer" flying everywhere, developers were very excited, and I almost impulsively moved my position to a new chain... Luckily I held back and spent a calm night following my own rules. To put it simply, the main line is: can the data be stored stably and reliably (data availability), who queues to record transactions (ordering), and whether this transaction is finalized without changes (finality). The terms sound intimidating, but it's really just about "where to put things, who goes first or second, and whether you can change your mind." I now treat it like pruning a bonsai: cut fewer big branches, water more to leave room, and don't let a bunch of new narratives cause a slip-up.