These days, I recorded another entry in the Shell Ledger: no new positions added. To put it simply, when interest rates rise, money becomes pickier about where to stay, and when risk appetite tightens, it translates to me as "don't fully load your positions." It's not bearish; I just don't want to be driven by emotions.

The community is again arguing whether the extreme funding rates are reversing or just continuing to inflate the bubble. I also feel tempted to join, but at such times, I prefer to calculate on-chain costs and opportunity costs: once you chase in, it becomes expensive to withdraw later.

Recently, I was quite fond of following some people who always have conclusions every day, but then I realized my heartbeat was syncing with their words, so I unfollowed a few, and the world became much quieter. It's okay to take it slow; anyway, I’m the kind of person who’d rather earn a little less than lose the rhythm.