Recently, some people have been taking the supply of stablecoins as a signal that "funds are coming," paired with screenshots of ETF inflows, with a tone like a lottery draw. To put it plainly, a large supply of stablecoins doesn't necessarily mean everyone is ready to jump in; often it's just an off-chain arbitrage, market making, or a parking lot for risk hedging. The correlation looks pretty good, but don't rush to assume causality.



I've also been led by the hype before, and later I realized that the loudest group of people, while praising AI Agents for automatic trading and on-chain interactions that free up hands, are simultaneously pretending not to see the security details like permissions, signatures, and contract upgrades... Anyway, now when I see "supply increase = inevitable rise," I hit pause first. I'd rather go slow than treat myself as a liquidity emotional patch.
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