There is a real cost to idle TVL. Chains are securing idle assets but receiving no value from them. At best, the value they receive is the availability of those assets to users at any time they want them. But that benefit only exists in a world of a bad onboarding experience.

Katana will have lower TVL, easier onboarding, and significantly more activity than other chains.

Users win: They can bring their assets to the chain only when they need it.

Apps win: Users can bring assets to the chain easily and use them to drive fees for apps.

Chain wins: Incurs no security cost while incurring fees from users who are active.