I stared at the charts for so long that my eyes started to blur—it felt like I was putting together a collage: one part is the hustle and bustle on-chain, and the other is the mood over the fiat channels. Recently, I’ve also heard that in some places, taxes/compliance get tightened for a bit and then loosened for a bit again—deposit/withdrawal expectations end up wobbling along with it. A lot of people aren’t actually afraid of a drop; they’re afraid that when they want to “leave,” they won’t be able to… I’ll also quietly split my position up a bit more, just so I don’t get temporarily stuck and my mindset detonates.

As for modular chains, to put it plainly, the most intuitive changes for end users might come down to just two things: first, “it feels like it’s not as clogged when you use it,” with fees and confirmation experiences that are a little more stable; second, there are more options, but it’s also easier to get lost—behind the same app, there could be several layers, hopping across them back and forth. Where are the assets located on which layer? Is the bridge safe? If something goes wrong, who do you even go to… Ordinary people don’t want to bother understanding all that. Anyway, my current rhythm is: if I can reduce how much I have to hop, I do as little as possible; if I truly have to hop, I only bring the little bit of money that I’m willing to lose as the price of admission.