Recently, I saw someone put together a chart using stablecoin supply, ETF inflows, and OTC funds, saying "See, the money is coming in, so it should go up."


I'm actually quite wary of these smooth stories; frankly, correlation does not equal causation.
Sometimes the market just rises first, and only then do people feel more confident swapping to stablecoins or buying ETFs...
Change the order, and the conclusion is completely different.

The same goes for the modular and DA layer wave; developers are talking excitedly, while ordinary users are confused:
What does this have to do with me?
I take simple things as traps—hearing "funds entering the market = stability" sounds comfortable, but things that sound too good to be true often hurt the most.
Anyway, I still only buy positions I can sleep peacefully with, taking it slow.
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