Lately, I’ve found the macro side pretty interesting. Rate expectations swing between loosening and tightening, and risk appetite feels like a roller coaster—then it starts to trickle into crypto, but it just seems delayed. People say rate cuts are good for liquidity, but the on-chain net inflow data is right there: big capital still hasn’t really rushed in. I don’t know whether that interpretation is right, but anyway, I haven’t moved—I’ll wait and see first.

In any case, after the hacks of cross-chain bridges and those episodes of abnormal oracle pricing, the market has started to act smarter. We’ll wait until confirmation, then confirm again. Basically, when there isn’t enough certainty, I’d rather go to cash and watch from the sidelines. My logic may sound airtight in my mouth, but my hands have zero positions—this move is as steady as an old hand. Friends call me a “king of strong talk,” and I just listen to it like a cold joke—haha.