Recently, people keep asking me what makes modular blockchains so great. To put it simply, for end users it basically comes down to two things: first, once you click confirm, it shouldn’t keep freezing for half a day, and the fees shouldn’t swing wildly up and down; second, the same wallet shouldn’t have to run around in different places—ideally, you shouldn’t have to fuss with it every time like you’re reinstalling your system. As for the other flashy-sounding terms like “consensus/DA/execution separation,” sure they sound cool, but when you’re really just trading memes or farming a small pool, the lived experience is: smoother, fewer traps. Of course, the traps might just be relocated to a different spot.

And now, big on-chain transfers, or any little movement from an exchange’s hot/cold wallets being interpreted as “smart money”—when I watch the mempool, I also get itchy and tempted to follow along, but most of the time it’s just internal rebalancing/aggregation. People’s imagination runs longer than the plot itself… If modularity truly takes off, it might actually make this whole “guess people’s intentions by watching on-chain actions” drama even louder, because there are more cross-layer and cross-chain paths. Forget it—I won’t talk about it for now. Anyway, I’ll still look first for whether the transactions show any obvious anomalies before I jump in. Don’t just think you can pick up free gains just because you see other people doing construction work.