Scrolling through the timeline, a bunch of people are talking about sharding and parallel processing, lively as if a new project is launching... I still need to check my wallet permissions and authorization records first, after all, no matter how fast the chain is, it can't fix a mistake made once. The expectation of rate cuts is also causing a lot of noise; when the dollar index and risk assets are bouncing together, it’s even more annoying. When emotions run high, I want to chase, but the result is often that the ice cream positions melt even faster.

Honestly, when I look at the narrative now, I only add two notes: where is the money coming in and going out? If the exit path isn’t clear, no matter how attractive it looks, I’ll just treat it as background noise. Better to earn a little less than to spend the night replaying “I should have pulled out earlier.” That’s all for now.