Recently parallel execution and sharding have been getting busy again. All kinds of projects are talking about throughput and scalability, and it definitely sounds impressive. But honestly, after going through rollbacks and being stuck on blocks, my first reaction to these new narratives isn’t excitement—it’s to think about asset safety first, and whether the exit path is truly clear. Before on-chain finality is confirmed, no matter how beautiful the architecture is, it doesn’t help. If the confirmation count isn’t enough, I’m not willing to put a big position in.

In the past few days, I’ve seen news about increased taxes and tighter compliance in a certain region, and my psychological expectations for deposits and withdrawals need to be adjusted again. To put it plainly: for all the buzz, the stability of the infrastructure and the reliability of exit routes are the bottom line. That’s it for now—I’d rather go slower, and I don’t want to get stuck in some shard and not be able to get out.