Lately, I've been paying more attention to interest rates than to candlestick charts... Honestly, it's like the temperature in a room; when it rises, people instinctively pull their hands back, and my positions also become "lighter." It's not about being bearish on anyone, but rather risk appetite automatically contracting. Conversely, when it eases a bit, sentiment quietly bounces back, and the most obvious example is NFTs—prices are really just a heartbeat of consensus.

Developers are quite excited about the modular and DA layer narratives this wave; I can feel that "building with Lego" enthusiasm whenever I scroll through tweets. But ordinary users are genuinely confused: what does this have to do with the few charts in my wallet? So right now, I see myself more as practicing: practicing not to force it when macro conditions cool down, practicing to watch the excitement without taking it as certainty. For now, that's enough—don't push yourself too hard.