Recently, I've seen people use stablecoin supply and ETF inflows and outflows as "evidence of inevitable price rallies or drops," but honestly, correlation doesn't really equal causation... Stirring the tea can create shapes, but it might just be your hand trembling. Money coming in from outside the market doesn't mean immediate buying; it might just be waiting on the sidelines or moving to other markets first. When the funding rate is extreme, the group chat gets noisy: is it a reversal or just more bubble squeezing? I don't know either, but I’ll just watch if it gets hot or not—don't chase hot soup.