Recently, it’s easy to draw the conclusion that goes like this: everyone is watching stablecoin supply and ETF inflows and outflows, so “money comes in, therefore prices go up; money leaves, therefore prices go down.” Put simply, correlation isn’t causation… Stablecoins sometimes feel like “ammunition getting loaded,” but they might just be moving around on-chain; the ETF side is more like a gauge of off-chain sentiment, not necessarily turning into immediate spot buying. In any case, I still stick to my position sizing—don’t get spooked by the daily chart and go all-in. By the way, I also understand why the recent practice of stacking returns from re-staking/sharing security has been criticized as “nested dolls”: having more money doesn’t automatically mean the structure is more stable—figure out the risk boundaries first.