For over half a year, modular blockchains have been all the rage. I scrolled through Twitter and project documentation for a long time, and in the end I found an awkward truth: for ordinary users like us, it seems like it’s basically just changing wallets and signing a few more times with multisig. 😂 As for how the underlying layer is split up and how the DA layer reaches consensus—honestly, I don’t really feel any difference. The slippage is still slippage, and the same sticking point is still the same sticking point.

But recently, after looking at the on-chain net inflow data, I do feel that modularity is kind of interesting in how it lowers the barrier for validators. Still, when retail users complain about MEV and ordering fairness, I’m actually thinking—well, for people like us who are sitting in cash and have no positions, we haven’t even had a turn at ordering opportunities. Let’s look at the structure first.