I’m getting a little itchy again today—seeing other people post their profit curves made me want to jump in. Later, I stopped and asked myself: did I truly get new information, or am I just letting my emotions nudge my position upward? Put simply, if I can’t clearly explain “where this profit comes from, what happens if it stops, and the worst loss I could take,” then in all likelihood it’s emotions—eight times out of ten.

Recently, it’s also normal that people complain about that whole “profit stacking” setup involving re-staking and shared security being like matryoshka dolls… more layers of profit, more layers of risk—though everyone just doesn’t like to算 (figure it out). Anyway, my current habit is: first map out the cash flow, write down clearly what can be verified, treat anything I can’t verify as a lottery, and automatically reduce my position to a level that won’t affect my sleep. For now, that’s it.