Re-staking this thing has been quite popular lately. Honestly, I’m talking tough while adding a bit more of a position. On the surface, the returns look like they’ve been stacked multiple layers, but I’m not sure whether security can really be shared. To put it bluntly, having more node counts doesn’t mean trust can be piled up, either. If the underlying protocol gets a bug, no matter how many layers you add, it won’t hold. I’ve been reviewing a lot of projects recently, and I found that the real moat still depends on user stickiness and real demand—not just TVL and narratives. By the way, once those concepts about modular DA layers came out, developers started discussing it enthusiastically. Most of my friends around me were basically totally lost. Anyway, I’m too lazy to figure out everything myself—I’ll focus on the few pieces I already have in hand first.

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