I only take one note: when you see stablecoin supply ticking up, ETFs coming in and going out with a lot of buzz, and OTC (off-exchange) funds talking up a storm, don’t get excited first—these at most just suggest that “sentiment and channels are changing,” not that “prices are supposed to move a certain way.” In plain terms, correlation isn’t causation. Don’t use a single comparison chart to draw conclusions for yourself. By the way, modularization/DA layers have recently got developers all fired up, while users are still completely clueless—I’m watching and typing question marks too.