Lately, it feels like the string of interest rates has been tightened, and risk appetite seems to be pinched like someone twisting it, so positions also need to be scaled back. Otherwise, a market pullback could crush your mood first... I'm still sticking to a "bento" approach: keep the main food in stable-yield positions, and only chase those with volatility as side dishes. Anyway, just focus on staying alive for now.

Additionally, when there's a large transfer on the blockchain or movements in exchange hot and cold wallets, everyone starts guessing "smart money is coming/going." Honestly, I also glance at it, but it’s more like a thermometer of sentiment—don’t treat it as an oracle. Especially when macro signals are absent, even the most elegant interpretation can easily turn into self-delusion.

Staring at the screen for too long makes my eyes sore and my neck stiff. The more I do it, the more likely I am to slip up and add positions randomly... I’ll go drink some water and relax first.