Is investing always this noisy, or am I just noticing it now that I have skin in the game?

I have no formal finance background, but I've been trying to learn more since I started investing seriously.

Most of my savings are currently invested in an RBC high-risk portfolio and it's been performing really well. That said, I'm not 100% equities. I also keep roughly 10% in cash, have some exposure to gold, and some money in more stable investments.

Lately though, I've been hearing a lot about a potential AI bubble, concerns that many AI companies have massive valuations that aren't justified by fundamentals, and discussions about how companies like SpaceX or future IPOs could end up affecting a huge number of people indirectly through index funds.

My question is: has investing always felt this noisy and full of predictions about imminent crashes, or am I only noticing it now because I finally have skin in the game?

Part of me wonders whether I should pull some money out and keep more cash on hand to invest later if there is a major correction. Another part of me knows that trying to time the market is usually considered a bad idea.

For those who have been investing through multiple market cycles, how do you distinguish between legitimate bubble concerns and the constant stream of doom predictions that seem to be everywhere?

At the end of the day, should someone in my position just keep contributing regularly, stop checking the news every day, keep their asset allocation reasonable, and trust the long-term process? Or are there times when it actually makes sense to become more defensive?