Recently, someone has been saying "Stablecoin supply increases = it's about to take off" again and again, and I find it a bit funny but also a little anxious... The correlation is so misleading. Whether OTC funds are flowing into ETF or not, it often has a different rhythm from on-chain minting and exchange balance changes, or it's just funds changing pockets; in other words, what you see is a shadow, not necessarily real people.

I'm more afraid of being influenced by this kind of narrative when I do LP: getting excited and increasing positions, getting hit by slippage, suffering impermanent losses, and ending the night unable to sing a lullaby. Recently, the AI Agent and automated trading wave are the same—being hyped up a lot, but what really makes me decide to "follow → unfollow" is that some people only talk about intelligence without mentioning security, glossing over contract authorization, private key custody, and other issues... Anyway, I now prefer to go slower, clarify the source and path of funds, and then decide whether to adjust my positions, rather than gambling.