These days, I've been seeing a bunch of Layer 2 projects arguing with each other: TPS, fees, ecosystem subsidies—who's stronger... It looks pretty lively, but honestly, it's just attention shifting to different tracks. When a hot topic changes, the easiest to get cut off aren't those who don't understand the technology, but those who get itchy hands—yesterday chasing narratives, today adding to their positions, and tomorrow complaining about missing out.

My current simple method: first, see if the on-chain TVL is rising and whether the retention looks solid, then check if the sentiment has already become "the whole internet is talking about it." If it's already full of screenshots and slogans everywhere, I basically treat it as the last leg, preferring to miss out rather than chase after it.

I'm most afraid of chaos, not slowness: slowness can still wait for data confirmation, but chaos means being led by the rhythm, ending up making emotional trades. Anyway, I’ll keep my hands in check first—let the hot topics argue as they will.