I muted the group chats. Honestly, these days the news flow has exploded—everything about restaking again, shared security, and stacking yields. It looks like a nesting doll, but every group is promoting it, everywhere. My urge to jump in is real—I’m not afraid of missing out; I’m afraid that once I charge in, I’ll find it’s a position built from emotion, not information. After muting, my mind feels much clearer. Anyway, whenever I chase a move, I ask one question first: is this analysis I did myself, or is it something someone else is shouting out? The people arguing about the nesting-doll controversy are loud, but what about liquidity? What’s the exit path? To put it bluntly, no matter how many layers you stack, it only counts if you can actually get out. Once I’ve calmed down, I’d rather stare at the order book in a daze than rush in following the crowd.

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