These days, I’ve been seeing the interpretation that “ETF capital flow = coins will rise/fall,” again. Basically, it’s using one line to explain all fluctuations, whether bullish or bearish, and it can be shoehorned into either perspective. My biggest caution about the attention economy right now is: when a hot topic shifts, I follow suit and change my positions and narratives. In the end, it’s not the market cutting me off, but my own itchy fingers cutting myself.

The information environment is full of noise, and the only noise reduction strategy is: only keep signals that can prompt me to take action, and treat everything else as background noise. My approach is very simple: write my plan in a notebook, and if the trigger conditions aren’t met, I don’t act; even if a new hot topic heats up, I first cool down for a night. Anyway, I’d rather miss out than keep fueling the flow of traffic repeatedly.