These days, I saw someone again claiming that "increasing stablecoin supply = OTC funds flowing into ETFs" as an ironclad rule, but frankly, correlation does not equal causation. The rise in stablecoins could be due to market makers, cross-exchange arbitrage, on-chain lending, or it might just be that everyone is stockpiling ammunition but not pulling the trigger, or even that risk control has moved funds to better settlement places... I personally follow the old rules: record the source, buy and sell in batches, set stop-losses, and don't get caught up in a curve's rhythm.

My colleague also complained nearby about the noise around privacy coins/mixing coins, acting like a faction fight. I understand the division: on one side, talking about freedom, and on the other, fearing compliance crackdowns. In the end, the ones who often take the blame are the reckless traders. For now, I prefer to earn a little less rather than mistake appearances for certainty.