I just turned off the reminders on my trading app, and it feels like my head is a bit clearer… Lately, people keep talking about how “modular chains” are so great. Basically, for users like us, it may just mean: don’t get stuck on transfers, don’t have fees that suddenly jump around, and don’t have your wallet pop up the “switch network” prompt three times a day—so the experience is more like a normal app. I don’t want to memorize concepts about how the underlying layers are broken down (execution/data/settlement); I just care that when I want to grab a small on-chain opportunity over the weekend, I don’t fail three times because of congestion and end up paying fees for nothing.

Also, the macro stuff is pretty annoying, too—rate-cut expectations come and go, and the show of the U.S. Dollar Index and risk assets rising and falling together keeps replaying… Anyway, I’d rather look at the structure now: where does liquidity go, and is on-chain activity just fake hype? If modularity can truly make it “use it without getting hassled,” then maybe it will actually change something real. That’s it for now.