Riding the subway during rush hour and checking on-chain data, I suddenly thought: modularity, what exactly does it change for ordinary people? Frankly, you won't confirm less just because of "separating the DA/settlement layer." What might really be felt is: the same wallet moving back and forth across different chains, making transaction fees and confirmation speeds more unstable—sometimes so fast it feels like nothing happened, sometimes so slow it makes you question life... And then there's the security boundary becoming more fragmented, with more points of failure like bridges, sequencers, shared data layers. Don't be fooled by interfaces that all say "the same returns." Recently, everyone has been comparing RWA, US bond yields, and on-chain yield products. I'm actually more concerned about: who is backing these yields? And whether on-chain activity is starting to diverge again from social media buzzwords. Anyway, I’ll just keep this "emotion curve" saved, so I don’t get led astray by shiny annualized returns.