Recently, I've seen people linking stablecoin supply, ETF net inflows, and prices together again. Honestly, I'm a bit afraid that this kind of "seems very related" stuff might be causing self-hypnosis. An increase in stablecoins could just be funds on the sidelines watching, and ETF inflows could also be simultaneously drained by other sources, making causality too deceptive.

The pledge unlocking and token unlock calendar have been repeatedly mentioned lately. When everyone hears "selling pressure," they get nervous. I also feel a twinge in my heart, but often it's emotions leading first, and the market later explains... If I had not taken these as inevitable signals at the time, I might not have stubbornly chased orders during volatility squeezes. Anyway, I now prefer to admit: I’m just betting on volatility, not predicting a story. That’s all for now.