Recently, I've been discussing the narrative of parallel processing and sharding again. It's lively, but I'm still focused on the three main things: where to place assets, who controls them, and whether they can be withdrawn. Comparing on-chain yield products with RWA and U.S. Treasury yields makes sense to me, after all, everyone wants to find a sense of "stability," but honestly, no matter how attractive the returns look, if the exit path is blocked, it all just fuels emotional trading.

These past couple of days, I actually lowered my goals: not chasing new chain launches, not touching bridges I don't understand, holding a smaller position, and preferring to wait patiently for confirmation. The result is quite surprising—sticking to it actually lasts longer... Maybe that's just how people are, not giving themselves too many reasons to jump the queue. That's it for now.