When the funding rate hits an extreme, I start to suspect: is it real demand, or a bunch of people squeezing into the same side and propping each other up? Put simply, trying to set up an opposing order book isn’t impossible—but the prerequisite is that you have to admit you can’t handle the volatility; if you can’t, don’t pretend. Once the market takes a single needle through the air, rationality all turns into stubborn mouthiness. I personally lean more toward avoiding it first, shrinking my position, and waiting for it to cool down from “irrational carnival” back into “normal chaos.”

Recently, modularization and the DA layer have been getting hyped again, and the developer community is going wild. Ordinary users are left looking clueless: what does all this have to do with the little money in my wallet? The hotter the narrative gets, the more I want to see the unlock schedule and permissions. Don’t end up finding out that the funding rate is just fireworks, and what actually lands is nothing but scraps. For now, that’s it—if I miss out, I’ll miss out. At least I won’t be the one that gets carried off.