The feeling of "no volume" in the market has returned these days, with order books so thin that a single needle could cause a big fluctuation. To put it simply, when liquidity dries up, it's better to survive first and talk about bottom-fishing later. I now prefer to move less rather than be washed back and forth until my mindset is shattered. Just quietly watch the chain: is there still selling pressure not yet exhausted, are stablecoins gradually flowing in? Before seeing these, don’t force your position.

The narrative about modularization and the DA layer has been quite exciting for developers recently. I’ve been browsing and feel there are quite a few new things, but the user side is indeed confused... Anyway, I’ll just observe for now, and see when someone actually starts using it.

As for data versus intuition, I trust data a bit more. Intuition is too easily influenced by emotions, especially in this kind of illiquid market. That’s all for now.