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每轮牛市的外在形式是对铸币权或代币分发模式的革命 内在形式还是对“人”对革命，是“新人”对“老人”的革命 这很“历史”化，朝代更替般，优胜劣汰，物竞天择 固步自封，就会挨打，就会逐渐被淘汰 解放思想，与时俱进，才能迎合生产力和生产关系的变革

坎昆升级的本质是降低l2提交l1验证数据可用性的费(即da费用),直接利好l2(roullp,zkevm);间接利好做数据可用性da业务的项目，如celestia以及尚未发币的eigenda和avail;随着模块快modular技术的日益成熟，从传统一链四层解耦出来的业务会越来越多，比如做结算的dymension，对传统单链的冲击也越来越大。

v神醉翁之意不在酒

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伟大的革命

virtual俨然就是一条强硬的公链，不，它甚至比公链更强