Last night before bed, I came across a post that was interpreting market trends using ETF capital flows and stablecoin supply together, as if flipping a switch would cause prices to go up or down... It made me laugh even as I was getting sleepy. The correlation stuff is so easy to fool yourself with; money coming in from outside the market doesn't mean it immediately rushes onto the chain, and an increase in stablecoins might just mean everyone is staying on the sidelines watching, or waiting for a better opportunity to rebalance. When risk appetite in the US stock market shifts, it's normal for crypto to shake a little too, but if you really talk about causality, it's probably not that straightforward. Anyway, I still stick to my usual approach: at lows, watch whether developers are still working and if L2 solutions are making real progress; at highs, remind myself to stay calm and not get too caught up. That's how I do it for now.