Recently, I've seen a bunch of people watching the curve of stablecoin supply, saying that whenever there's an increase, it will lead to a rally, and when ETF inflows come in, it must be a sign of buying pressure... I personally don't really buy into this, honestly. The correlation is really quite misleading. More stablecoins might just mean off-chain traders are switching to a different parking spot, and ETF funds might just be lingering there for a while before actually turning into buying pressure.

These days, the anxiety over unlocks/staking unlocks being sold off has been brought up again. I think it's more like an amplifier of emotions: the more afraid everyone is, the more likely they are to interpret any "data change" as a reason. My usual approach is still the same: I place orders during pullbacks, in places others dare not to, and I smile secretly when they get filled. If not filled, I don't chase.

What I regret isn't the outcome, but the fact that I wanted to wait for confirmation but got itchy to change my order, turning myself from calm to anxious. That's how I'll leave it for now.