I used to always watch the stablecoin supply and when it increased, I would imagine "off-chain money is coming in." Now I force myself to hit the brakes: correlation does not equal causation, and more often it's emotions + arbitrage + internal exchange circulation playing out together. It's the same on the ETF side; inflows don't mean immediate ignition, it might just be slowly smoothing out volatility, or some people taking the opportunity to hedge while it's hot. Anyway, I still follow a "garden pruning" approach: reduce positions when needed, and when I see compounded gains from re-staking/sharing security, it's not surprising to get some criticism for being repetitive. Those who understand can keep a little; I won't touch the black box. First, just survive.