Before, whenever I heard "data availability/ordering/finality," I would get overwhelmed. Now I think it's enough to focus on one main thread: whether your transaction has actually been "recorded," and how long it takes to be considered real. Ordering, simply put, is about who comes first and who comes later, and whether someone can jump the queue; data availability is whether others can access the ledger contents and verify them; finality is how long you wait before you're confident it won't be rolled back. On the macro side, there's talk about easing expectations, the US dollar index moving in tandem with risk assets—seems more like sentiment-driven movement. But on-chain, these three things are more concrete: no matter how hot the market, it ultimately comes down to "can it be verified, can it be settled, and is the settlement final." These days, I don't pay much attention to project names; I focus on actual revenue and active addresses first, then ask: who will back the books if something goes wrong. That's all for now.