Lately, watching macro trends feels more intense than analyzing candlestick charts... When interest rates rise, everyone's risk appetite is like being turned off by someone tightening the faucet. No matter how lively the on-chain activity gets, I’ll first move my positions to the “can sleep peacefully” side. To put it simply, when money is expensive, I don’t want to endure volatility stubbornly; I prefer low leverage as a late-night snack, taking it slow.

Over on the L2 side, they’re starting to compare TPS, fees, and subsidies again, arguing like street vendors at night markets. My current approach is more like applying patches: I add a little exposure to chains that are truly useful, and if I find the subsidies are too heavy, I reduce it back. I don’t chase new or fast-moving projects; taking it slow is fine, as long as it’s more stable.