⛓️ To find the next $ARB or $MATIC, you need to understand the modular stack.
Blockchains like Ethereum used to do everything (execution, settlement, data). Now, that stack is being unbundled:
1. Execution Layer: Where apps run (e.g., Arbitrum, Optimism).
2. Settlement Layer: Where transactions are finalized (e.g., Ethereum, Celestia).
3. Data Availability Layer: Where data is stored and verified (e.g., Celestia $TIA, EigenDA).
Why This Matters: Specialization breeds efficiency and scalability. The projects that win in each layer become the foundational picks and shovels for the entire ecosystem.
Your Play: Don't just bet on apps. Bet on the critical infrastructure layers they all depend on. The modular thesis is where the next cycle's major infrastructure gains will be made.
🧠 Which modular layer do you think is most undervalued right now: Data Availability or Settlement?