The biggest feeling from recent market watching is not who rises or falls, but that as soon as the interest rate line rises, everyone's risk appetite shrinks: those holding positions suddenly want to "lighten up first." To put it simply, it's not that they don't believe in on-chain narratives, but that the opportunity cost of holding cash has increased, so they become more cautious. Recently, the calendar for staking unlocks and token unlocks has been brought up again to discuss selling pressure. I also glance at it, but I don't want to be led by it. If it really crashes, I won't chase and buy the dip; I'll keep some bullets and add slowly. Steady.