Lately, I've been looking at charts of stablecoin supply, ETF net inflows, and OTC inflows, and I start to draw conclusions. Honestly, I’m a bit afraid of this kind of "correlation = causation" speculation. The increase in stablecoins might just mean everyone is initially holding onto their assets, ETF inflows could be gradually leveling out, and whether there's a short-term rally isn’t necessarily directly related.

Right now, I see it more as practice: practicing to pause when seeing data, not rushing to chase, and asking myself, "Am I just trying to use an explanation to suppress my anxiety?" The narrative around AI agents and automated trading has been pretty popular lately, but the more on-chain interactions are automated, the easier it is to overlook small pitfalls like permissions and signatures… Those pushing stories or emphasizing security can be easily spotted at a glance.

Anyway, having experienced zeroing out before, I’d rather hold more stablecoins to earn some small interest, hedge when necessary, and accept that earning less is okay—just protect my principal first.