Recently, I’ve seen a bunch of posts that tightly link ETF capital flows, U.S. stock market risk appetite, and crypto price movements... It looks lively, but honestly, it’s just a matter of attention business: giving you an “explanation” while igniting your emotions.

My own simple approach: when a hot topic arises, don’t jump to conclusions first. Instead, look at two verifiable things—whether there is real new demand on the chain (such as addresses/transfers/fees), and whether exchanges are piling up leverage in the same direction. If neither side has changed, and only the narrative has been repackaged, then it’s probably just to make you chase highs or lows.

Anyway, I now try to scroll less through “divine charts,” and focus more on the data I get from running nodes. If it’s slow, so be it—at least I won’t be easily swept up and harvested back and forth.