Recently, I've seen people say that when the supply of stablecoins increases, it's directly equated with "ETF off-chain funds coming in," and I start to have some doubts... The correlation looks quite logical, but if you ask about causality, I don't really believe it. Sometimes, the issuance of stablecoins is just a backup, or it could simply be on-chain transfers and market making rotations. Whether it ultimately flows into the spot/ETF line depends on net inflows and where the subsequent funds are parked. As for the staking "interest stacking" method, the data shows TVL stacking up nicely, but whether it's genuinely new money or just nested funds being moved around, honestly, you need to break it down; otherwise, it's easy to get caught up in self-delusion. Regarding my idea of "long-term," it's not a grand narrative of a year; I usually look at it quarterly, at least waiting through a few liquidation events and emotional reversals before drawing conclusions. Anyway, taking it slow isn't shameful.