Lately I've been a bit obsessed with macro trends, honestly, when interest rates go up, everyone prefers to hold cash and sleep peacefully, risk appetite decreases, and my positions also become more "rigid": take profits when needed, avoid chasing rallies driven by emotion. Conversely, when the environment loosens up a bit, I don't dare to go all-in either, I only pick projects with on-chain cash flows that seem more genuine, especially in the NFT financialization space—no matter how romantic the story, it has to add up. The kind of inflation and studio-driven prosperity in blockchain games makes me nervous now; as soon as the token price turns, it spirals downward... Usually I prefer to add slowly, reduce slowly, and don't expect talent to save the day. Long-term, it's about training yourself to be less impulsive.