Lately, I've been seeing analysis that directly links ETF fund flows to crypto price movements, as if it's a remote control—press this button to go up, press that button to go down.

Actually, there is some correlation with stablecoin supply and US stock risk appetite, but treating it as causation is... quite lazy. I won't adjust my position because of this anyway; I'll keep the cash I need and cut the losses as usual.

Simply put, everyone does their own thing, only occasionally syncing up. For now, I'll stick with my layered allocation; if I don't understand something, I won't force it.