Recently, I saw someone directly equate “stablecoin supply is rising” with “off-exchange capital is coming in to pump the market,” and then stack on ETF inflows—then they start mind-reading causal chains... The truth is, these two often just show up together, and that doesn’t mean someone is driving the other. Stablecoins might also just be funds moved around inside exchanges to support trading and leverage, or simply “change the shell” and sit there waiting for the opportunity—don’t automatically imagine it as “new money.”

Also, isn’t that main public chain supposed to be upgrading/maintaining anyway? And in the group people are still guessing whether the ecosystem will collectively migrate. To me, it’s mostly emotional trading: before and after upgrades, gas fees get all whippy, and everyone starts talking like “we’re about to run”—but in reality, many projects are simply tightening the risk valves first.

As for me, I’m pretty straightforward: once I set reminders/limits, my mindset changed a lot. If I’m not glued to the screen, I won’t get that itch to chase orders—if I miss it, then I miss it. At least I’m no longer being led around by just a few candlesticks... Anyway, I’ll first control what I can control.