These days, I've come across a bunch of discussions about re-staking and shared security again, talking as if yields can be infinitely layered... I admit it sounds pretty appealing, but when yields stack up, illusions can also stack up. To put it simply, you might think there's an extra layer of "protection," but it could actually be an extra layer of "interconnection." What I really pay attention to isn't the APY, but that "signal" on the chain: whenever there's a slight movement, whether everyone is adding to their positions or quietly withdrawing, is the queue for unlocking starting to get crowded?



Modularization and the DA layer have recently got developers excited, and I can understand why users look confused—concepts are getting more and more like LEGO castles, and when they collapse, it might be an entire section falling apart together. Anyway, my current mindset is: only play with what I can understand, and for what I don't understand, just treat it as a pixelated background... that's it for now.
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