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Recently, looking at macroeconomics is more like watching the position switches than reading candlestick charts: when interest rates rise, everyone says "long-termism," but they first reduce high-volatility assets; risk appetite is transmitted this way... Frankly, it's not about whether you believe in a project, but about surviving first. When the market starts to breathe a sigh of relief again, attention shifts to memes and celebrity calls, which is very lively, but I always feel that kind of "rotation" is more like emotions finding an outlet. Veteran players advising newcomers not to take the last step, I very much agree; I myself just control my positions, chase fewer hot spots, and would rather miss out than be forced to become liquidity. Anyway, I will follow through to the end on safety incidents on bridges, and it's not shameful to be a bit cautious about positions first.