When funding rates hit an extreme, my first reaction isn't "Should I aggressively hit the other side," but rather ask myself: Can I handle a few needles with this position... To put it plainly, the rate is like a thermometer of sentiment; when the temperature skyrockets, the market often doesn't follow logic. Of course, the other side looks tempting, but I prefer to see it as a "small opportunity to try," not a signal to bet my life on.

If I had to prove my judgment was accurate at that moment and force my way in, in the end, I probably wouldn't lose on the direction but on volatility and impulsive adding. Instead, it's better to hide, reduce leverage, and wait until the rates aren't so crazy before acting—this makes the mindset much more comfortable. Recently, everyone’s talking about modularization and DA layer discussions are flying, developers are excited, users are confused... I just remind myself even more: no matter how big the narrative, I need to survive this wave of volatility first. Position management is really more important than predictions; that’s all for now.