These days, I've seen a bunch of people jump to conclusions based on stablecoin supply, ETF inflows, and OTC funds. Honestly, just because the correlation looks pleasing doesn't mean the causal chain is established. An increase in stablecoins might just mean everyone wants to avoid volatility and stay on the sidelines first. ETF net inflows could also just be a shell game of repositioning. Don't get excited and treat candlestick charts as proof problems.

Cross-chain bridges get hacked again, and oracles report errors. Suddenly, everyone collectively "waits for confirmation," which is actually quite realistic: the money is on the chain, and so are the risks. Falling behind a bit first isn't shameful. What I don't regret is that every pullback I follow my plan and scale out in stages. If I can't confirm, I don't force it. Slow down the pace—it's more comfortable than chasing emotions. That's it for now, time for a refill.