I just saw someone shouting, “Stablecoin supply surges + ETF net inflows = the big bull is coming.” I almost sprayed my screen with coffee because I saw 🤣—others think it’s like some retail aunties rushing in from over-the-counter. But when you look closely on-chain, it’s probably that big whales moved funds from Protocol A to Protocol B to capture arbitrage, or they simply rotated positions as a hedge. These two indicators can only be seen as “sleeping in the same bed but having different dreams” with the market—don’t get stuck on cause-and-effect.

One more thing: recently, hardware wallets suddenly ran out of stock, and phishing links are exploding in number too. People think security upgrades are standard, but in reality, many don’t even bother to turn on secondary verification—then they only slap their thigh after getting phished. I watched the K-line until 3 a.m. last night, made a small loss, but the logic checks out. That’s it for now. Everyone surfing on-chain, remember to lock down your wallet—don’t be impulsive like me.