Recently I’ve been looking into restaking and shared security. Honestly, when returns stack, it’s easy to fall into a “everything’s fine” illusion—like every layer is generating interest for you. But the more you stack, the easier it is to overlook whether the underlying risks can actually hold up. For my part, I’d rather go slower: enter in batches, stretch the time horizon, and don’t press your position too full all at once.

Lately I’ve been seeing a lot of new L1/L2s launch incentives to pull TVL, and long-time users are complaining about “mine-then-sell,” which also feels pretty accurate. Once the short-term incentives run out, liquidity leaves faster than anyone else.

Forget it—just keep a “plant flowers” mindset and take it slow.