During my lunch break, I checked out the TVL again, and everyone was talking about sharding/parallelization, as lively as a new phone launch event. The alarm clock on my desk kept beeping, reminding me not to get carried away by the narrative: no matter how fast the chain is, asset security and exit strategies are the most practical concerns in the alarm clock sound. Modularization and Layer 1 developer excitement are real, but ordinary users basically care about two things: Will my funds be safe? Can I withdraw smoothly when I want to? And not pay too much in fees. Anyway, I’ll keep an eye on the capital flow of blue-chip protocols and the risk points of bridges/cross-chain solutions. As for the rest… let the data speak for itself.