The biggest feeling from watching the market these days isn't "when can I bottom fish," but rather the suffocating sensation of liquidity being drained, to the point where even selling becomes impossible... Frankly, it's about surviving first and talking about bottom fishing later. Don't overextend your positions; keep some breathable bullets in hand. That's more important than "guessing the bottom successfully."

Recently, everyone has been comparing RWA, U.S. Treasury yields, and various on-chain yield products. I also feel tempted, but the more these times, the more I need to practice restraint: the yields look attractive, but liquidity and exit strategies are the key. Anyway, I plan to slow down the pace, operate less, and first pull myself out of the emotion of "must do something." That's the plan for now.