Espresso hopes to provide a shared "command tower" for multiple rollups through a decentralized Sequencer, achieving second-level confirmation, liquidity interconnection, and cross-chain communication. However, sentiment monitoring shows that only 17% are bullish and 83% are bearish, indicating a significant lack of confidence, which is directly reflected in the Kaito presale: only $13,000 raised in the first hour (target $4 million), while the competing project Theoriq has completed $600,000 (target $2 million). The author points out that early-stage infrastructure projects often face skepticism due to technical abstraction, competitive noise, and emotional voting. A few days later, Espresso announced an "oversubscription" for this round, canceled FCFS, and added an airdrop, leading to two distinctly different narratives in the market. Overall, while Espresso's technical roadmap is recognized, it still needs to catch up on trust and narrative.