Last night it rained heavily, and I saw someone on Twitter again interpreting "the supply of stablecoins has increased" and "ETF inflows" as "it's about to take off."

I feel a bit amused but also a little anxious.
Honestly, correlation does not equal causation; external money coming in doesn't necessarily mean it will flow into the coins you're watching.
Sometimes it's just parked somewhere else.
Especially in the blockchain gaming sector, I've seen too many points of economic collapse before: when inflation rises, studios fold, coin prices crash, and spiral downward, which may have nothing to do with macro narratives.
Anyway, I now just treat it as a patch for myself, small fixes: don't fully commit your positions, don't be led by one or two data points, just do it this way for now.