It's a bit annoying when it rains and traffic is congested on the road today, and the coffee I bought has gone cold after sitting for a while... Suddenly I thought about positions, and it's similar—getting anxious doesn't help. Recently, everyone has been talking about expectations of rate cuts, saying that sometimes the US dollar index and risk assets move together up and down, which sounds pretty mysterious, but for me, it's just one sentence: don't burn yourself when emotions heat up. When interest rate expectations loosen, market risk appetite tends to rise easily. I would keep my hedges and stablecoin holdings as a "safety cushion," and at most shift a little to try out, but when I see funds on-chain start chasing hot spots, I actually want to slow down. Earning slow money is fine, at least I sleep well at night. That's it for now.