Just saw the group spreading "stablecoin issuance increase = price will rise" again. Pretty helpless...

To put it bluntly, printing more USDT/USDC might just be institutions rebalancing, market makers replenishing liquidity, or even daily exchange turnover. Like ETF inflows, it's all a synchronous phenomenon. Forcing a causal chain out of it is no different from seeing a rooster crow and thinking it woke up the sun.

Recently Meme is hot again, celebrities calling in one after another, and the way newbies rush in makes me wince. The old-timers' saying "don't catch the falling knife" is no joke—when attention rotates, you think you're early, but actually you're already on the eighth set of calisthenics.

I'm still the same as always: brew a cup of tea, wait for on-chain confirmation, wait for the structure to emerge. Noise is noise, positions are positions. That's it for now.