Recently, I saw someone stacking the supply of stablecoins and ETF inflows, then jumping to the conclusion that "off-chain money is about to enter the market." I'm just someone wandering on the blockchain, and I feel like don't treat correlation as causation... An increase in stablecoins might just mean changing parking spots, not necessarily immediately buying risk assets; ETF channels are smoother, but the capital flow is very gradual, not a flood once the gates open. On the other hand, recently, the calendar for staking unlocks and token unlocks has been pulled out every day, and everyone is anxious about selling pressure. I understand, but sometimes the more you watch, the easier it is to scare yourself away. My approach is still pretty down-to-earth: look at whether the project has real cash flow, whether trading depth is sufficient, and leave the rest to less speculation, take it slow.