These days, the group keeps posting "Stablecoin supply has gone up = the market is about to rally" and "ETFs are investing money = off-chain funds are starting to bottom out." Listening to that, I just feel... well, don't take the correlation as causation. An increase in stablecoins might just mean everyone is exchanging assets for opportunities, or it could be a transit station for arbitrage, market making, or even preparing for redemptions—it's not that obedient.

And then there's the staking unlocks and token unlock calendar being pulled out every day, with sell-off pressure anxiety ringing like an alarm clock on time. But most of the time, it's just "expected within expectations," everyone just scares themselves for a bit.

The information noise is too loud. My noise reduction strategy is pretty simple: focus only on two things—whether funds are continuously flowing in (not just peak days), and whether proposals/unlocks are truly changing the incentive structure; as for everything else, just treat it as jokes and move on.