Recently, people have been asking me again how I adjust my positions. To put it simply, I first look at two “main switches”: interest rates and risk appetite. When interest rates rise, money becomes more selective—so the portion willing to take risks shrinks. That’s when I make my position a bit lighter and keep some room/capital. When interest rates fall or market sentiment relaxes, I’m willing to gradually add—but I don’t chase after the noisy, headline-grabbing price increases.

These days, Layer 2 is once again out there comparing TPS, fees, and subsidies, arguing like it’s a competition—or like a variety show… Instead, I’d rather see whether the settlement layer actually has real demand: whether the volume of on-chain transfers, clearing, and interactions has kept up. Anyway, the louder the market gets, the easier it is for me to tune out the noise. First, don’t let yourself get emotionally overwhelmed—take it slow.