Honestly, lately I’ve been a bit overwhelmed watching the Layer 2 crowd debate TPS, fees, and subsidies. If you set aside all this verbal sparring and just focus on one main line—data availability, sequencing, and finality—that’s the core: first come, first served with data, can you still get ahead later by cutting in line? In plain terms, it comes down to who gets to decide—and when they get to decide.

Some L2s produce blocks so fast it’s like an assembly line, but if the sequencer tweaks its thinking a little, your transaction ordering can be turned upside down. Once finality delay gets bigger, the data falls apart— and arbitrage opportunities turn into traps.

Anyway, my own strategy is: I’d rather be slower and keep an eye on those pools with stable finality. At least when the data is actually settled, I dare to move.

(Someone asks, “Why do some L2s produce blocks fast but feel like fake-fast?”—actually it’s not…)