Over the past couple of days, I’ve been checking macro news more often than K-line charts… the moment rates get bumped up, that “let’s dare to place a bet” energy in the market quickly fades back. In plain terms, risk appetite changes— and on my end, that means my positions naturally want to get scaled down: I used to think pullbacks could be tolerated, but now whenever one happens, the first thought that pops into my head is, “Capital costs are going up, bro.” In the group chat, people are also circulating talk about stablecoin regulation, reserve audits, and all kinds of rumors that it’s going to depeg. The mood really spreads— the more I watch, the more my fingers start itching.

Later, I just set reminders and limits for myself: as long as a given on-chain permission structure looks off, I’ll get a reminder not to add to my position, and each single trade is capped as well. After setting that up, I actually felt steadier—like I’d put a small lock on my impulses, making it less easy to be pulled around by what people say in the group.