people should be as surprised/impressed that Ethereum won the modular chain thesis as they are that SOL bounced back from $8 zombie chain to the $200s top consumer app chain on paper, Celestia should've absolutely mogged Ethereum on the modular blockchain thesis--in particular, it's actually insane that people like having their data availability and verification layer be the same system as has all these other issues (and potential fork pressures) like also being an asset issuance/trading layer the only reason you don't see insane bullishness on Ethereum because of this is that most people who were truly bullish on the modular blockchain thesis were Celestia people who *also*, weirdly, made Solana their 'monolithic' bet, and they *hate* Ethereum most rank-and-file Ethereum people were never bought into the modular thesis and many still just think we should forget about L2s and "scale the L1" (whatever their personal meaning of this phrase is, but usually to the detriment of supporting L2s) Ethereum winning on modular despite looking like it should lose that race on paper is a testament to how "Ethereum staying weird", going bottom-up, chasing many rabbits, and defying VC rationalist takes about what *should* win has in fact been great for Ethereum. . .