Several common sense that may be overlooked

Same as modular track

Celestia's modularity is different from the chain that uses modular functions. They are two different things. They are also in the re-staking track

Eigenlayer's re-staking is different from things built based on the re-staking module. They are two different things. They are also in the cross-chain track

Cosmos/Polkado's cross-chain and the bridge that is only vertical in the cross-chain business are also different. They are two different things. However, the three tracks mentioned above have two things in common

The valuation logic of the former is relatively large, and the valuation logic of the latter is relatively small. The reason why these common senses are mentioned is that the market compares them, such as comparing Manta's valuation logic with Celestia, because they are all included in some market websites on the market, so they are all compared together. But their relationship is actually a bit like the chicken or the egg problem. Celestia came first, and then Manta's modularization came later (note the distinction, it is not Celestia first and then Manta)