Recently, I've seen people directly interpret "the supply of stablecoins has increased / ETFs are experiencing net inflows" as evidence that "a rally is imminent"… To be honest, correlation does not equal causation. Many times, it's just money moving to a different parking spot off-chain, first parking stablecoins, first passing through channels, which doesn't necessarily mean the next step is a rush into spot markets. Last time, I was caught up in this kind of sentiment and followed the rhythm, watching the data more and more like "it's coming," but as soon as I entered, it stalled, and I was grinding myself down to doubt everything. In the end, I admitted: if I don't understand it, I won't move first. Instead, I’ll just readjust my positions like a coffee recipe, keep some stablecoins earning small interest, and stay calm. By the way, the new L1/L2 incentive schemes to boost TVL are back again, and veteran users complain that "mining, selling, and dumping" really isn't without reason… Anyway, I now prefer to take it slow rather than be pushed around by narratives.