Lately, I've been discussing what modular blockchains are really good for. To put it simply, for end users, there are probably only two main benefits: first, more stable transaction fees and less lag, so they won't constantly complain about congestion making it "unaffordable"; second, easier application assembly—if the underlying layers like wallets, cross-chain, and data are well-built, users don't need to understand DA or Rollup, they'll just feel like "everything suddenly runs smoothly." But I also worry a bit—if the chains are split into more and more parts, the entry points become messier, with a bunch of signature pop-ups, the experience might feel more like stepping on mines. My biggest fear isn't slowness, but chaos—slow can be waited out, but chaos means you don't even know what you're authorizing. On the macro side, discussions about rate cuts, the dollar, and risk assets rising and falling together are heating up again, emotions are swinging wave after wave. I think I'll just quietly watch the real on-chain usage, and try to bother less if I can.