Just got the itch again and wanted to chase that strong bullish candle—my mouse was almost clicked down, but I paused for a second and asked myself: Did I actually add any new information, or am I just watching other people show off their profits, with the timeline all talking about it, and my emotions being pushed along? To put it plainly, a lot of the time it’s just FOMO adding to positions, and the information doesn’t keep up.

Recently, everyone’s been arguing about social mining and fan tokens, like “attention is mining”… The more I look, the more it feels like turning emotions into KPIs. The hype is real, but whether it can be sustained is hard to say. In any case, I’ll first write the reasons I want to buy into a memo—if I can’t put them into words, I won’t move my position for now.