Lately, monitoring stablecoin supply and ETF data has been making my eyes sore... Others think that when stablecoins rise and ETFs enter the market, it means "funds are coming, so prices should go up"; in reality, it's more like a mood thermometer, indicating external activity but not necessarily directly driving prices. To put it simply, the correlation is often mistaken for causation.

I'm even worse at drawing lines—seeing a data inflection point, I want to add a trend line, but I often end up drawing it on my own face... Now I've learned to be smarter: first ask myself, "Is this money intended for buying spot, or just switching to a different parking lot?"
By the way, the recent heated debate over staking/sharing security protocols is also quite intense. The compounded yields sound appealing, but after stacking layers, I’m not quite sure who bears the risk. Anyway, I plan to think less about wild guesses and wait for confirmation signals. That’s it for now.