The market’s hot topics are changing incredibly fast lately. A while back I was chasing AI agents, and just these past couple of days a whole bunch of memes and RWA suddenly popped up—my eyes are getting worn out from scrolling posts. Anyway, I’ve become more and more laid-back. In my group, there are brothers who chase highs and cut lows every day, switching between three or four hotspots in a day—then when it’s all said and done, they look at their positions and they’re all losing.

I personally think that instead of letting these hot topics lead you by the nose, it’s better to stick to a few tracks you’re familiar with. For example, I’ve always favored stablecoins and low-volatility hedging; at most I add a bit of dePIN exposure. If the pace is fast, I take profit and stop.

In the end, rate-cut expectations come and go, and the US dollar index and risk assets jump together—inside this kind of macro chaos, trying to chase hot trends to catch a rebound is basically handing your fate to someone else. My logic is pretty simple: attention is also a cost. The effort you spend on anxiety and constantly switching positions could be better used to research a strategy that lets you sleep soundly. If it moves slower, so be it—at least once a month, look back and make sure the account is in the green, and you won’t be panicking in your heart.