I just got the itch again and wanted to chase after it—staring at the candlestick chart more and more, thinking “I get it,” only to ask myself: Is the reason I add to my position truly new information, or is it just the emotion of being afraid to miss out? To put it plainly, if there really is information, I should be able to explain it clearly: which protocol changed what, where the risks are, and why it’s worth this price. If I can’t explain it, I’m probably just being pushed along by emotions.

Recently, Layer 2 has started comparing TPS, comparing fees, and comparing ecosystem subsidies again—arguing like it’s a street market… I’m over here watching from the sidelines while thinking: this kind of “mouth-fighting” is also really good at stirring up emotions, especially when your position is involved. Anyway, my current approach is to set aside the position button first, flip through a couple of pages of contracts and documents, see if I can make sense of a few lines, and then take another look.