Lately, when I get the itch to chase price increases, I force myself to stop for ten seconds and ask: Is what’s pushing me to add to my position new information, or is it just pure emotion? Put simply, a lot of the time it’s FOMO typing, and my brain hasn’t gone online yet. Especially these past couple of days, when everyone compares RWA, U.S. Treasury yields, and on-chain yield products side by side, I’ll admit I’m tempted too—but before I actually make a move, I still need to think clearly: where the returns come from, who’s bearing the risk, and whether it becomes ineffective just because the environment changes.

Anyway, I’m more willing to wait right now—wait for confirmation, wait for a pullback, and also wait until I’ve thought things through before acting. Even if the L2/DA infrastructure roadmap looks beautiful, it doesn’t mean every candlestick is something you should chase. That’s it for now.