Just now I got itchy again and wanted to chase the upside, staring at the candlestick chart (K线) and thinking the more I looked, the more I felt, “If I don’t get in now, I’ll miss out”… But I’m going to stop first and ask myself one question: Is this position being pushed by information, or by emotion? If I can’t answer, it’s probably FOMO placing the order for me.

Recently, modularization and the DA layer have been getting hot again. Developers talk about it with their eyes shining, and users (including me) sometimes are genuinely at a loss. To put it simply, if you don’t understand it and still charge ahead, the risk usually arrives before the reward. Anyway, my principle is still that same line: survive first, then talk about gains.

I don’t need to be understood—so long as I can clearly write out my risk checklist and still sleep at night, that’s enough. That’s all for now.