Recently, some people are again using stablecoin supply and ETF inflows as solid evidence that "funds are coming," but I find it a bit sleep-inducing... There is some correlation, but don't casually assume it’s causal. An increase in stablecoins might mean preparing ammunition, or it could just be everyone moving funds from elsewhere, or even just holding on the sidelines to watch; if they haven't entered the market, they haven't entered.

And those on-chain data tools and tagging systems, frankly, are quite "rearview mirror" tools. Sometimes, just changing the address's alias can lead you astray. I now prefer to keep redundancy for myself like a backup: not relying on a single signal, but confirming from multiple angles before making a move, and even then, only a small one. Anyway, if I miss it, I miss it—just wait and see after waking up.