Recently, I saw a bunch of charts about re-staking/sharing security again—the returns stack up layer by layer, and it looks pretty satisfying, but I can’t help feeling it’s also compounding that “imagined sense of security”… To put it plainly, the risk control at the bottom layer hasn’t kept up, and no matter how much you stack, it’s just virtual bloat.

If back then I had been greedy and thrown all my positions into the same re-staking chain, I probably would be spending every day staring at contract addresses and not able to sleep. These days, I keep my exposure split: stay neutral when possible, withdraw when possible—I’d rather eat less.

That wave of AI Agents is also pretty obvious. Some people use “automated trading + on-chain interaction” as a universal key to spin the narrative, while others are actually scraping at permissions, signatures, and the rollback operations—those dirty on-chain tasks. The returns can be figured out slowly, but don’t let the illusion of stacking them keep compounding too.