Over the past couple of days, I’ve been watching that interest-rate line again, and it feels like a main gate: when the gate tightens, the market’s nerve shrinks. No matter how much you want to “take a gamble” with your position, your hand will instinctively pull back a little. When the gate loosens, risk appetite warms up again—so even someone like me, just watching, can feel liquidity looking for an exit. In other words, the crypto market is likely to heat up right along with it. To put it simply, when I add to my position now, I’m not looking at who’s shouting the loudest—I’m first looking at whether I’m willing to stomach the drawdown. If you can’t handle it, don’t try to act like you can.

The modular setup and the whole DA layer stuff have really got developers excited lately. I can see that kind of “finally, we can build with blocks” happiness from the tweets I keep scrolling through. But ordinary users are probably still completely confused: what does this even have to do with me? Anyway, I still stick to my old habits—moving my position slowly in line with macro sentiment. Listening to the hot topics is enough. As for the rest, you decide.