Today the wind is a bit strong, and the traffic on the road made my coffee cold... While browsing the blockchain, I saw the narrative of sharding/parallelism starting to heat up, and it feels like everyone is chasing the imagination of "faster and bigger." But honestly, the more lively it gets, the first two things I look at are: where to place the assets, and which path to take when it's time to withdraw. Bridges, cross-chain, various pools stacking up—if the exit routes are not smooth, it's easy to get stuck halfway, and a pretty narrative can't save that. Recently, some people have been talking about rate cut expectations, the US dollar index rising and falling together with risk assets—I just feel even less interested in getting caught up in it... Anyway, I prefer to go slower, understand the permissions, contracts, and liquidity depth thoroughly first, then talk about aesthetics and the migration of trends. That's all for now.

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