These past couple of days, the information flow really feels like someone spilled a paint palette: a bunch of "It's about to take off" in the group chat, and KOLs talking in that "miss it and it's gone" tone. To be honest, impulsive buying decisions are ultimately confirmed by my own click, but I also have to admit, I need to be reminded: turn off notifications first, check again after half an hour, and see if it's logic or emotion.

Recently, we've been discussing expectations of rate cuts, the dollar index moving up and down with risk assets... The more macro narratives are flying around, the easier it is to mistake "consensus" for "certainty." Anyway, right now I prefer to focus only on on-chain activity and retention as slow indicators, to chase fewer hot topics, and keep some bullets for myself to make mistakes without it hurting too much.