Lately, I've been seeing everyone use stablecoin supply and ETF inflows as "the next sign that prices should go up," and I can't help but feel a bit amused and a little anxious... Correlation doesn't necessarily mean causation. An increase in stablecoins might just mean people are waiting on the sidelines, and ETF inflows could be part of a gradual adjustment rather than an immediate rally. How the market moves still depends on sentiment and how the chips are stacked.

These days, Meme coins and celebrity endorsements are getting hot again, and attention shifts so quickly. Newcomers really shouldn't always try to catch the last wave; running a little slower isn't shameful. As for the "long-term," I prefer looking at it quarterly, giving at least one or two narrative validations; if it's just one or two weeks, I treat it as short-term noise. Anyway, I approach my holdings the same way—I'd rather wait for multiple snapshots than dirty my account just for some fleeting excitement.