Lately, I’ve been seeing everyone focus on stablecoin supply and the in-and-out flows of ETFs, and start fantasizing: “Off-market money is coming, so it’s bound to go up.” I also feel tempted, but to put it bluntly, correlation doesn’t equal causation… Sometimes it’s just switching channels, changing the wrapper, or preloading ammunition—none of which means you fire right away. Anyone who’s been liquidated once fears the most is confusing “might” with “certain.” My mindset has basically been updated: from the old “seeing the data makes me want to add leverage,” to “first ask myself how many candlesticks I can hold if things move against me.” Also, lately hardware wallets have been out of stock, there are more phishing links, and when market sentiment gets hot, people are easier to get carried away. I’d rather make a little less now, and keep safety and margin secured… For now, that’s it.