🧵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.
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