Someone asked me whether everyone is talking about whether to follow the new narratives like sharding and parallelism recently. I actually want to say: while it's lively, first figure out how to get your money out. No matter how fast the chain is, how big the story is, who holds the contract permissions, whether cross-chain bridges are single points of failure, or how thin the liquidity is—these are the "weather forecast" I watch when analyzing the market. Recently, there's been debate about rate cut expectations, whether the US dollar index and risk assets move together or not. Honestly, I can't predict how macro plays out, but once volatility rises, the first thing to go wrong is often not the price, but your exit route getting stuck. Anyway, I personally prefer to earn a little less than to wake up in the middle of the night with a stuck withdrawal, broken bridge, or slippage causing a big hit.