Recently, I've seen a bunch of people combining ETF capital flow and U.S. stock risk appetite in their analysis, as if crypto price movements are controlled remotely... I do look at them too, but I don't really want to be led by the rhythm. To put it simply, I care more about whether the on-chain data is smooth: can the data be reliably uploaded (data availability), who is queuing and cutting in line (ordering), and ultimately whether this transaction counts and won't cause a crash (finality). Don't be scared by the terminology, just focus on one main line: can it be written in, can it be ordered clearly, and can it settle stably.