These days, I see people directly jumping to conclusions just because "the supply of stablecoins has increased" or "ETF net inflows." Honestly, they're confusing correlation with causation. Money coming in doesn't mean the market will immediately crash or surge; a lot of off-chain funds are staged, hedged, or even just sitting in exchanges waiting for opportunities. When I was grabbing whitelist spots for minting, it was very clear: holding stablecoins doesn't mean I’ll act immediately; rather, I get annoyed waiting in line and then make a move...

Additionally, the funding rates for spot and derivatives are extremely high right now, and the group is arguing over whether this is a reversal or just a continued bubble. My approach is pretty simple: first, check if on-chain transfers, deposits, and withdrawals are actually changing, then decide whether to accelerate a new wave. Otherwise, emotional trading can easily make you think you're part of the "cause-and-effect chain." Anyway, rushing is pointless; better to keep some bullets in reserve.