These days, I've been looking at data on stablecoin supply and ETF inflows again, and I feel like everyone is too eager to treat "synchronous changes" as a "causal chain"… An increase in stablecoins doesn't necessarily mean an immediate surge, and ETF inflows could just be off-chain rebalancing or hedging; the final on-chain transactions might not keep up. To put it simply, with my small funds, I stick to discipline: diversify, set stop-losses, and withdraw when in position. I'd rather earn less than be dragged along by emotions. Before major upgrades/maintenance on mainstream public chains, everyone in the group is guessing whether projects will migrate; I actually prefer to wait and see, observing on-chain activity and bridge flows first. I still believe that long-term funds will gradually come in, but in the short term, don’t treat the correlation as a script.