I just got a little restless again and wanted to chase the upward move. My mouse was almost over the button to click—and then I stopped for three seconds to ask myself: Am I seeing new information, or is my pulse racing as I watch the candlesticks and add to my position? Honestly, most of the time it’s the latter… especially when the group chat gets lively.

Recently, everyone keeps comparing RWA, US bond yields, and those on-chain “yield products,” and I also get swept along and feel like making a move, but if I calm down and think it through: no matter how smooth the returns are written, if I haven’t figured out what the underlying actually is—lending, borrowing, or something else—and who bears the risk, then chasing in is just buying with emotions.

Next time, I’m planning to split my position into smaller parts first, go look at the on-chain fund flows, and recalculate the costs and exit paths—otherwise I’ll just do some side quests to distract myself… when you’re itching to act, how do you make yourselves stop?