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I feel like my mindset has been secretly "version updating" lately...
In the past, whenever a hot topic changed, I would get itchy, and whenever I saw someone shouting, I wanted to chase after it,
but I always bought at the most emotional moment, then got educated by the market rotation.
Now I force myself to add a patch: when I see the excitement, I don’t move immediately,
I first glance at the perpetual funding rates; if they are too consistent, I consider it as the whole market pushing through the same door;
then I check whether the big on-chain players are really moving, or just making noise.
Recently, I’ve been talking about rate cut expectations, the US dollar index, and risk assets rising and falling together,
to put it simply, macro turning points make hot topics more like a weather vane spinning wildly…
Anyway, I now prefer to miss the beginning rather than repeatedly paying the tuition of attention tax.
When I get impulsive again, I’ll come back to review; for now, that’s it.