I just got a little itchy again and wanted to chase after it, almost clicked the mouse. Suddenly I stopped and asked myself: Did I really see new information, or am I being driven by the "get in quickly" emotion from the K-line? To put it simply, information can explain mechanisms and roughly estimate risk boundaries; emotions only make me increase my position more and more, then blame the market later. Recently, that new L1/L2 incentive to boost TVL has come back again, and veteran users complaining about "mining, selling" really resonate with me — it's not that I can't participate, but I need to think clearly first: am I taking incentives as returns, or am I just boosting others' exit liquidity? Anyway, my current rule is, if I don't understand how the incentives are divided or where the exit paths are, I won't add to my position, and I'd rather miss out. Also, I don't need to be understood; I only need to be responsible for my own money.