Recently, I keep seeing evidence that stablecoin supply and ETF inflows are the "next must-rise" indicators, but frankly, correlation does not equal causation... An increase in stablecoins could mean money coming in from off-chain, or it could just be everyone moving assets around waiting for opportunities, or exchanges shuffling assets for risk control. On the ETF side, it’s more like a faucet switch, but whether the money flows into the pool or when it hits the altcoins, it’s not that linear.

AI agents/auto trading also feels quite fragmented: on one hand, promoting "fully automated on-chain interactions," and on the other, security measures are as makeshift as temporary shelters, granting permissions and then not wanting to revoke them. Anyway, my current simple rules are still the same: don’t chase, don’t get overly excited, keep positions small, and execute properly. If the market gives me opportunities, I take them; if not... I just save on gas.