I just saw in the group that people are arguing again about "stablecoin supply increase = the bull is coming," and I almost sprayed water... To put it simply, an increase in supply just means money is more easily staying on the chain/exchanges, not an immediate price pump. The same goes for ETFs; more inflows and outflows are more like a thermometer of off-chain sentiment. Don’t jump to causal conclusions just because they move in the same direction; correlation isn’t guilt.

Recently, hardware wallets are out of stock everywhere, and phishing links are flying all over. I actually see this "everyone is starting to get nervous" signal as a sign of increased security awareness. It’s usually not because people are too idle, but because they have more assets and want to protect them. Anyway, I see the heat and fee rates rising together, so I hold back my impulses, avoid emotional trades, and just stick to that for now.