It’s raining outside today, and my coffee has gone cold clear through—I didn’t even finish it, just like the market: it cools down fast. I scrolled around again and saw someone hard-tying ETF fund flows to U.S. stock risk appetite, making it sound like crypto is basically just the U.S. market’s little lapdog. Honestly, I’m sick of this kind of narrative after hearing it so many times, but every time I get that itch to chase a breakout, I still have to clench my teeth and ask myself: Am I actually seeing real information right now, or am I just getting shoved along by emotions? Anyway, I don’t have that kind of discipline—I’m out for now.

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