People can debate Monolithic vs Modular on the TL,  but the reality is that the modular thesis is a super strong narrative for this run, so it's a good cycle investment. 

I've learned to separate my long-term bags from cycle bags, and when making cycle bag decisions the narrative is all that matters.

Simply a Wizard || Frontend React Alchemist || Glitch art Enthusiast || Blockchain Maxi

Gallery - https://gallery.so/MrWzrd

Theses need to go through multiple cycles to get proven so we won't know which thesis is right until years from now.     

So while people continue to argue about which is better, I will be buying the narrative for this cycle, and then reevaluating in the bear when fundamentals become important again.