These days, the funding rates are starting to spike again. When I see the group excited, I instinctively want to hit the brakes... To be honest, I don't really like playing the hero. In extreme cases, I either hold a small position against the market (just for show), or simply avoid the volatility to go drink water and sleep. Playing the counterparty feels great, but when you get too caught up, it's easy to get shaken back and forth, and in the end, the mindset collapses before the profit and loss.

Anyway, my principle is: only hold positions I can sleep soundly with. Recently, the NFT royalty wave has been quite noisy too, everyone arguing about "whether it should be" or not. I mostly think about "can I hold on or not." When market sentiment is hot, I stop pretending—cool down first, then decide.