Just saw someone talking about ETF fund flows and U.S. stock risk appetite, saying the two can be linked to crypto price swings. Honestly, I’m pretty slow to react. With this kind of big-picture macro analysis, I usually get it half a step late. Yesterday I was staring at gas anomalies—watched for a long time but didn’t see anything major. What did heat up was the meme coin narrative; that whole run was scorching, like a grill.

To be honest, I’m really afraid of this kind of hype. Once a narrative hits, people pile in and chase it, and on-chain gas immediately spikes; the block production and packaging rhythm gets chaotic, like a market. Every time, I set a stop-loss—if I see gas suddenly double, I quickly pull out part of my position, no matter what FOMO is happening. Bottom line: don’t touch coins you don’t understand. Be extra careful with memes too—don’t get pulled in by the narrative or you might not get out.

That’s it for now. I guess for someone like me who’s slow on the uptake, watching gas is more reliable than watching macro.