Lately, I've really been overwhelmed by information: in the group chat, it's all "Look now," "Immediately," "Miss it and you'll regret it," and KOLs are also setting the pace. To be honest, the people making impulsive purchases are still themselves; others at most provide noise... I’ve now simply isolated "checking messages" from "placing orders," clearly noting which basket of money this transaction is from, how much it can occupy at most, and treating any losses as tuition fees.

When comparing RWA systems, US Treasury yields, and various on-chain yield products together, I also get tempted, but the more "reasonable" these comparisons seem, the more I need to think about the duration and sources of risk. Otherwise, I might just be led by the story.

My colleague also asked me yesterday if a certain teacher is "very accurate," and I could only say: accuracy doesn’t matter; if your position framework isn’t stable, even one correct call could lead you astray. Anyway, I’ll keep trying low-correlation, small positions to experiment, and not let the news push me around.