We need to accept the fact that all are true:

→ Adoption incentives are to abstract blockchains

→ That's bad for our chain-token bags broadly

→ It's doubly-bad for modular ecosystems

The above is why single, large capacity chains will win the value game.

It's just less noisy.

In the world where that one chain is totally abstracted you're still:

→ Just 1 hop away from an LP in your native asset.

→ Burning fees proportional to usage.

→ Maintaining direct brand-user relationship.

→ Composing with other products to extended utility.

It's just where the world is going to naturally gravitate out of convenience and thus will accrue more per-user value.