These days, I set myself a rule: slow down. When a hot topic switches, I get an urge to chase it—plainly, it’s just my attention being led around. The usual ending is buying at the moment when emotions are at their highest, and then starting to pay the “learning cost.” Right now, I don’t rush to conclusions from the on-chain data. I’ll watch wallet behavior for a few days first: whether the same batch of addresses keeps moving in and out, when they start distributing/rolling out sales in batches, and whether there’s a “pull it and old addresses are the ones taking over” kind of vibe.

There’s been a lot of noise lately about restaking, shared security, and yield stacking. Some people call it a nesting-doll setup, and I also feel like it’s hiding risk one layer at a time. In any case, I’d rather fall behind by half a beat—making a little less is fine. At least I won’t be the liquidity in someone else’s narrative. Keep my hands in my pockets first, and wait until the heat dies down before I act.