I've been lurking in the group for a long time, but I still can’t help but say: this “attention economy” stuff is really more likely to cut you—more than K-line charts. Once the hot topic shifts, everyone just runs with their emotions. Last night everyone was hyping this narrative, and this morning everyone’s chasing another one. In the end, it’s not the price that cuts you, it’s your own “fear of missing out.”

Recently, Layer2 has been comparing things like TPS, fees, and subsidies—I’m watching that too. But I’ve gotten into the habit of turning the volume down first and then looking directly at a few of the most basic on-chain indicators: Are big transfers getting concentrated? Is capital continuously flowing back in? Are interactions being forced through by subsidies?… After I look, I decide whether I should take another glance. Anyway, I’ve set a rule for myself: I won’t add to my positions just because of hot searches—I’ll only move when the data changes. That’s it for now; I’m going to have breakfast.