The closer we get to the rapid rotation of hot topics, the more I feel that attention is the most expensive cost. Today, I chase this narrative, tomorrow I get distracted by another topic; in essence, it's emotions driving positions, and in the end, what gets cut isn't a certain project, but your own patience and judgment.

Recently, everyone has been complaining about miner/validator income and MEV causing unfair ordering. I also find it a bit annoying, but I remind myself: these things are very easy to turn into "argumentative markets" in the short term. The more heat there is, the more they want you to immediately pick a side and trade. My approach is simple: first, ask if the liquidity and interest rate environment have changed, and whether risk appetite is rising or falling; if not, don’t get into a heated argument over timelines and leverage. Better to miss a few opportunities than to be repeatedly led around, for now.