I’ve been lurking while you guys chat about how you can’t hold spot, and how with contracts you end up getting blown up. I couldn’t help myself—I had to pop in. Honestly, position management can be summed up in one line: don’t let your hands move faster than your brain, and don’t let your eyes get bigger than your stomach. I look at on-chain data like it’s a weather forecast, but whether I bring an umbrella still depends on my mood—what I fear most is that kind of person who sees a forecast for heavy rain, insists on going out in flip-flops anyway, and then complains that the rain is too bad.

Recently, after that cross-chain bridge got stolen, a lot of people rushed in to grab a cheap deal—only to get trapped by an oracle with abnormal quotes. By the time it’s verified, they’ve already lost out; it’s like trying to catch the limit-up as it’s being hit.

Anyway, I hold long term. I’d rather make a little less than go around messing with things. Position sizing is like drinking—feeling a little buzz is the most comfortable; if you drink too much, you’ll definitely regret it the next day. That’s it for now—continue lurking.