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Recently, people have been talking a lot about modular blockchains. To put it simply, the most intuitive changes for ordinary users might be two points: first, more and more pop-up messages in the wallet saying "this transaction was initiated on Network A and settled on Network B," making it harder for you to figure out where to deposit or withdraw; second, the experience may indeed become smoother and cheaper, but when problems occur, the chain of blame is longer, and ultimately, the user still bears the brunt.
What I care about in governance is: once modules are separated, the budget is also split into several parts—DA, sequencer, bridge, security committee… each part can be incentivized, which at first glance looks like "reasonable sharing," but in reality, it makes accountability more difficult.
Additionally, recently, on-chain data tools and tagging systems have been criticized for lagging behind or being misleading, and I can relate: the noise is too high. My noise reduction strategy is simple—look less at tag conclusions, and more at the raw transfer paths and multi-signature records, so at least I know where the money is coming from and going to. That’s all for now.