These past couple of days have been a bit nerve-wracking: recently, I saw macro interest rate expectations easing a bit, so I got itchy and moved my positions toward risk assets, only to hear whispers of “wait and see again,” and when the market trembled, I realized I was actually betting on the speed of emotional transmission... To put it simply, interest rates → risk appetite → crypto positions, the most problematic part is the “delay of human sentiment” in the middle. Now I prefer to split my positions into two layers: one fixed as the base, and the other following the macro rhythm with small steps, rather than going all in at once. By the way, looking at the social mining and fan token wave of “attention as mining,” I also feel conflicted: attention is indeed valuable, but it’s too easily hijacked by noise, and in the end, what I mine might just be my own emotional tax. Anyway, I’ll first put leverage and impulsiveness away, keep the experience smooth, and avoid relying on heartbeat-powered energy.