Recently, I've seen people directly infer that "off-chain funds are about to pump" just because "stablecoin supply is increasing + ETFs are coming in." I can't sit still... Correlation really shouldn't be mistaken for causation. An increase in stablecoins could be new money, or it could just be moving, market making, or rolling on-chain, or even a statistical illusion caused by unlocking, chain switching, or protocol swapping. The same applies to ETFs; fund inflows don't immediately translate to a push into the few targets you're watching.

By the way, regarding that wave of AI Agents, the more automated trading and on-chain interactions there are, the more I'm worried not about "who's smarter," but about who has too much authority. Many scripts ask for unlimited permissions right from the start. Anyway, I tend to revoke them immediately upon seeing such requests—don't treat your wallet as a testing ground just to chase a narrative. Do your own research (DYOR), especially by controlling permissions and risk exposure.