I checked the data during my lunch break and saw that someone was linking stablecoin supply with ETF inflows, and then immediately started fantasizing: “Funds entering = about to take off.” Straight up, correlation isn’t causation. More stablecoins could mean repositioning, hedging, or market-making pulling back inventory, and that little bit of ETF money sitting off-chain might just be slowly being deployed—not necessarily directly rushing onto the chain. Lately, memes and celebrity call-outs have been heating up again, and once attention shifts, it’s easy to get swept up and carried along. What scares new people most is mistaking “seemingly happening at the same time” for “inevitably driving things.” It’s the same old habit for me: I’d rather miss out—figure out the boundary conditions first before acting, and don’t be the one who takes the last baton.