These days I've been getting a bit itchy again, seeing the market move and wanting to chase after it, with a voiceover in my head: Is there a "new narrative"? But I would first pause and ask myself, is the information pushing the position, or are emotions driving it? Honestly, if there's real information, the inflows and outflows on the chain and exchanges will show some early signs; if it's just arguments in the group or the candlestick charts look good, then it's probably just me getting carried away. Recently, before and after the upgrade/maintenance of that mainstream public chain, everyone was guessing whether the ecosystem projects would migrate, and I also saw quite a few short essays about "migrating away/not migrating." Later, I realized I didn't really understand whether there had been changes in regulation and liquidity, I was just carried along by the excitement... Forget it, hold the position for now, and wait for clearer signals.