These days, I see people using charts of stablecoin supply, ETF net inflows, and OTC funds to predict "so it's about to take off," and I can't help but feel a bit amused and a little anxious... The correlation really shouldn't be mistaken for causation. An increase in stablecoins might just mean someone is loading their gun, or they might be waiting for a lower price; it doesn't necessarily mean they're about to pull the trigger. The same goes for ETFs; inflows don't mean the market will immediately surge, more like a thermometer of sentiment. Others think: once the data lines up, the next candlestick should follow suit. In reality: funds can hesitate, get trapped, or withdraw. The kind of inflation + studio + coin price spiral seen in blockchain games is even more obvious—money comes in fast, and it leaves just as quickly... I just keep an eye on funding rates and market structure, and if I get impulsive, I’ll try a small position first—no big bets, just start like that.