Recently, the narrative of parallel/sharding has become popular again, and the group chat is talking about it like a spring outing. But my habit of monitoring the market remains the same: lively as it is, I first look at asset security and exit strategies, so that "being able to run" isn't just an adjective in the white paper. To put it plainly, the real signal isn't how much TPS is written, but whether your trade slips to an absurd level when the chain is congested, whether bridges will get stuck, and whether liquidity can open the door for you when you need it.

The macro side's expectations of interest rate cuts, the dollar index, and risk assets acting up together are also quite annoying. When emotions rise, on-chain activity is like a highway in the rain—lots of cars, fast, and prone to rear-end collisions. Anyway, I’m now more conservative with short-term trading: I’d rather take less volatility and think through how to enter, how to exit, and what to do if I can’t get out first. That’s how I do it for now.