These past two days, I’ve been seeing the funding rate turn extremely volatile again. In the group chat, everyone has been shouting that they should go do an opposing order/book. I, on the other hand, feel a bit hesitant… To put it simply, extreme funding rates mean emotions are running high—this could either be a case of people getting paid, or grinding you down until you’re liquidated. My usual approach is: either take a very small position and test the waters by going against the trend, or just stay out of it and look at something “slower” on-chain. For example, take a look at the DA layer’s throughput/delay curve—at least it’s not as noisy.

Recently, modularization and DA narrative developments have developers pretty excited, and it’s normal if users look completely confused. There’s simply too much information, and that can really lead to anxiety. My filtering method is pretty old-school: I only track two or three fixed data sources (like node monitoring or an on-chain browser) + draw conclusions that can be explained by a single chart. I set everything else aside for now… Anyway, living longer is better than anything.