Recently, we've been discussing sharding and parallelism again. The circle of friends is full of "next-generation narratives," which is making me a bit exhausted... To be honest, while it's lively, I'm still focusing on two things: where to place assets and how to exit when the time comes. The bridges that cross back and forth, the "speed" of various new chains, all ultimately come down to whether the exit path has bottlenecks, whether contract permissions are too centralized, and whether one can withdraw promptly if stuck.

The debate over compliance boundaries for privacy coins/mixers is even more intense. I’m not sure who’s convincing whom, but it feels like the more we argue, the more it reminds me: don’t just look at the technical beauty; the boundaries of rules and emotions can also suddenly tighten. Anyway, my current approach is pretty simple: diversify positions, self-custody whenever possible, go through the exit paths in advance, and just stick to this for now.