In reply to Jon Read:
I would speculate it's usually both combined - above gear and scared, with little for the feet and unsure of the next move. Presumably you could sometimes be shit scared and stationary, but relatively secure physically, and therefore wouldn't get it.
Alternatively, if you're in control mentally then you'll probably be less tense physically and therefore won't get it even while puzzling out moves on tenuous ground way above gear. And of course, to be in control mentally it helps to be in control physically!