Recently, people keep saying that when stablecoins supply increases, they start shouting "Off-chain money is coming in, ETFs are about to pump." Honestly, I also hope it's true, but correlation ≠ causation... Sometimes it's just market making and arbitrage changing shells, or institutions moving cash around, just watching the spectacle. Things are even more absurd on the NFT side; when the floor price jitters, someone will give you a grand narrative, as if everyone is "following the capital."

This wave of AI Agents and automated trading is quite similar: on one hand, claiming "full-chain interaction frees up hands," on the other, wallet permissions are turned up to the max, and security audits still rely on the community to scrutinize the details. Anyway, I now look at data first as a "weather forecast," not a "causal verdict." What I’ve learned isn’t skills, but... don’t rush to give the market a seemingly satisfying explanation.