The Monolithic Blockchain is Dead. The Future is Modular.
Most retail investors are still buying legacy Layer 1 networks, expecting them to hit previous all-time highs. Meanwhile, core web3 developers and venture capital are aggressively migrating to a completely new architecture: Modular Blockchains and Parallelized Execution.
The old way of forcing one single blockchain to handle transactions, security, and data storage all at once is fundamentally broken. It causes massive gas spikes and slow networks.
Why the modular shift is inevitable:
Ultimate Efficiency: Modular networks split the work. One layer handles execution, another handles data availability, and another handles security. It makes the entire system 100x faster and cheaper.
Parallelized Scaling: Instead of processing transactions one by one in a single file line, next-generation engines process hundreds of transactions simultaneously.
The Structural Play: You don't want to bet on a single application. You want to own the foundational scaling layers that every future decentralized app will be forced to build on.
My opinion is to Stop holding outdated tech from the last cycle. The infrastructure has evolved.