🧵modular blockchains aren't legos — they're supply chains

1/ You’ve heard it before: "Modular blockchains are like Lego bricks — stack what you need." Nice metaphor. But misleading. Because real modular systems have trade-offs, dependencies… and bottlenecks. Let’s go deeper. 👇 2/ In a true modular architecture, tasks like execution, settlement, data availability (DA), and consensus are separated across layers. This gives flexibility — but at the cost of coordination. Think less "toy bricks" — more like a supply chain with delays, interfaces, and failure points. 3/ Take Optimism and Celestia. Optimism: Executes on its own rollup, settles to Ethereum, and may use EigenDA for data. Celestia: Does only data availability. Other chains must bring their own execution logic. Same “modular” claim. Totally different stack. 4/ The catch? You can outsource performance but not outsource responsibility. If one piece fails — say, a DA layer goes down — the whole chain can stall. That’s why coordination and trust assumptions matter more than ever. (And why shared sequencers are a hot topic.) 5/ Modular is powerful. But not magic. Before you ape into a modular L2, ask: Who handles data? Where’s execution verified? What happens on failure? Because in this Lego box, some bricks break. #Finance #MakeMoney