Over the past couple of days, I’ve seen people use “stablecoin supply is up” as direct proof that “ETF money is about to come in, so it’s going to moon”… I’ve got some serious doubts. To be blunt, more stablecoins might just mean liquidity got parked somewhere else off-market, or market makers/lenders are stocking up on ammo first—doesn’t automatically mean it’s going straight into spot. The same goes for ETFs. The direction of capital, the timing, the whole hedging situation—too complicated. It may look correlated, but don’t rush to treat it as causation.

I tried a new route myself with 20U. A full round trip cost me less than 0.3U in fees, and I waited about 40 seconds—pretty decent. During airdrop season, the task platforms are getting stricter and stricter about anti-witch measures, and the points-based setup makes reward farming/“memeing the system” feel like clocking in at work… Anyway, I’d rather go slower, test small amounts a few times, and not throw everything in one go and then get flagged by risk control. That’s it for now.