These days, I see a bunch of people using the supply curve of stablecoins to force-fit ETF inflows and outflows. Honestly, correlation does not equal causation… Sometimes, money flows into the OTC market first as people switch to stablecoins and wait, and other times, they just don’t take that route at all. Don’t assume that both lines moving together means a “flood of funds is coming.” I also get nervous when I see the data turn green or red, and I want to jump in, but often it’s just FOMO-driven emotional buying. By the way, Layer 2 is still arguing over TPS, fees, and subsidies—looks like a market bargaining scene… Anyway, I’ll keep my hands in my pockets for now and avoid overestimating myself.