I just got the itch again and wanted to chase one position, almost pushed my position size up… I paused for two minutes and forced myself to ask: is it really new information I’m getting, or am I just being pulled along by the emotions of the K-line? Honestly, if there’s real information, I should be able to lay out the logic and the invalidation conditions in one sentence; if I can’t, it’s probably just FOMO taking over.

Recently, those new L1/L2 incentives have come out and are ramping things up hard, and TVL has been flying; veteran users in the group complain about “mining and selling,” and I actually relate a lot: the excitement is real, and the chips are also really loose. There are a lot of tutorials, but I’d rather see the kind that sorts out the timeline clearly—and also talks about how everyone’s emotions change; otherwise, after watching, I’ll just want to charge in even more. For now, holding back from adding to my position is also a kind of move.