Recently, I keep seeing people use screenshots of stablecoin supply and ETF net inflows as "solid evidence that funds are about to take off," but honestly, correlation does not equal causation... An increase in stablecoins might mean waiting for an opportunity, or it could be that everyone is just hiding from volatility; ETF inflows are more about long-term allocation logic, and they don't necessarily push the chain to bubble up immediately. Don’t just stack these two charts and start fighting internally, working overtime to watch K-line charts.

By the way, Layer 2 is again comparing TPS, fees, and subsidies, arguing like a market stall. I find it quite amusing: what users really care about is probably "no lag, no high costs, no crashes." My colleague just said: as long as you can transfer out without getting scammed, that’s enough.

I'm still in sleep mining mode here—just glance at the data, if I miss it, so be it. I don’t want to be driven by data anyway.