Last night after a night run, I checked the blockchain briefly and suddenly thought about the word "modularization"—what real change does it bring to end users?


It feels like the most direct impact isn't the technology being more advanced, but that in the future, when you click confirm, you might not know who’s running the execution layer, who’s handling the settlement layer, or who’s managing the DA.
You don’t need to understand, but the experience will be more like the difference between “internet speed sometimes fast, sometimes slow”: sometimes cheap and smooth, sometimes taking a few extra steps to cross back and forth.

But the side effects are also quite real: once things are separated, bridges, routers, and aggregators increase, and so do points of failure.
I now mainly stick to familiar paths, even if it’s slower.
By the way, I saw that funding rates are again extreme, and in the group, people are arguing whether to reverse or keep squeezing the bubble…
I just take it as a strong wind—tie my shoes tight so I don’t fall.
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