Over the past two days, I’ve been watching those blockchain game pools collapse again. It’s not really that the “gameplay isn’t good enough”—to put it bluntly, it’s inflation plus output that squeezes itself dry: you hand out so many coins every day as wages, and sell pressure is like rush hour bottling up the entrance to the mempool. The pool’s little bit of liquidity can’t take it. Once slippage gets big, everyone wants to run even faster, and the cycle kicks in. Sometimes I watch the mempool and I can manage to pick up a little meat, but more often I’m just staring blankly as other people sprint off… forget it.

Now they’re talking about modularization and the DA layer again. Developers get excited like they just found a new toy, while users look totally baffled: can we first make it so that “people who go in to play don’t need to rely on selling coins to survive”? For me, I’ll just treat it as practicing trading psychology—when I see the profit curve rising, I shouldn’t get an itch to charge in. First, think about who’s footing the bill for this output.