These past two days, watching the screen has felt a bit like watching the weather: once interest rates move, risk appetite follows suit, and that little bit of “courage” in the order book can evaporate in an instant. To put it simply, macro doesn’t directly tell you what to buy, but it decides whether everyone dares to hold positions—when rates turn, I know I should pull back. I don’t need to be perfectly right; I just want to lose less.

Now there’s yet another wave of AI agents and automated trading shouting about “freeing your hands,” but I’m actually more on edge: the more on-chain interactions there are, who’s going to back up security? Some people are just crafting narratives, while others are genuinely digging into permission and signature details. When I start running hot at night, I’m most afraid of clicking the wrong thing once.

Anyway, I won’t keep chasing explanations anymore. If the market is random, then it’s random—I can only control myself: if interest rates are tight, I’ll hold back a bit; if emotions start to run hot, I’ll reduce leverage first… for now, that’s it.