Over the past couple of days, people in the group chat have been going on about modularization and the DA layer—one developer after another is thrilled, while the users over there are basically completely clueless… I think we shouldn’t rush to pick sides. When it comes to position sizing, it’s really just one piece of plain human common sense: make sure you won’t get run through even by the most disastrous needle. If you can’t hold spot, it’s mostly because your positions are overloaded—every rise and fall feels like it’s interrogating your will. And with futures, getting “blown up” over and over? That’s basically taking “I might be wrong” and treating it like “I’m absolutely right.”

Right now, I only size positions to amounts that I can sleep through. I split it into several parts, keep some “ammunition,” acknowledge when I’m wrong, and there’s no need to stubbornly hold on no matter what.

What I don’t regret is this: every time I feel like going all-in, I first look at the on-chain fund flows and my own emotional temperature. Staying a bit colder actually helps me last longer.