Just looked at the latest stablecoin supply and ETF inflow data, and it feels like everyone is looking for a causal relationship. Honestly, there’s plenty of correlation, but only a few things can genuinely be used to derive anything. Anyway, I’m just watching these indicators for fun—don’t take it too seriously.

Modular blockchains and the DA-layer narrative have been getting really popular lately, and developers are excited beyond words, but someone like me—an ordinary user—still feels completely lost. To be honest, this stuff is too far away from me. I just care that gas isn’t too expensive and that transactions don’t get stuck.

What I fear most isn’t losing money—it’s placing an order with my head down even though I haven’t understood what I’m doing.