Recently, I was stopped out again and learned a lesson, really like a breakup: dragging on without admitting it, the more I look, the more uncomfortable I feel, and I have to pay "interest"—whether it's capital occupation or mental wear and tear. To put it simply, admitting defeat hurts at first, but afterward it becomes peaceful, and I can refocus on more stable areas, like where stablecoins flow from and to, or where the interest rate differences are suspicious.

Now everyone is talking about modularization and the Layer-DA, and developers look very excited, with a "the future is here" attitude. As a user/trader, I feel a bit confused: no matter how big the narrative, it still boils down to risk boundaries in the positions. Anyway, I prefer to first sketch a watercolor base, control the white space, and not just splash paint and gamble right away. For now, I’ll just endure a bit longer.