These days, I've been talking about interest rate cut expectations, how the US dollar index and risk assets can rise and fall together... Basically, macro stuff doesn't necessarily give direction, but it amplifies or shrinks everyone's confidence. When interest rates are high, I treat my positions like firewood, adding more slowly, preferring to keep some dry wood in hand; once the market starts "willing to take risks," I also follow the sentiment and add a little, but still in batches, not burning the fire all at once.

What I don't regret is always keeping the rhythm within a range where I can sleep peacefully. When prices go up, I see it as a strong mountain wind; when they fall, I see it as a cold night. Anyway, for someone walking long-term, tying shoelaces tighter is more important than running faster. That's it for now.