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There’s been a lot of news out of Taiwan lately, but I’m not chasing the hype. The reason is simple: stare at charts long enough and you start seeing what you want to see. The same goes for the news. What really moves markets is capital flows and industry orders, not headlines. What about you?

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Comment 6
Mint Condition Max
Fund flows, sure, but breaking news can sometimes trigger a sell-off too
PumpDumpWatcher
Order data is delayed, and the funds are too fragmented—how do you balance the two?
AddressAnalyst
I’m the opposite—I’ll glance at the headlines but won’t dig too deep, for fear of missing a black swan
HODLNFT
Your way of filtering information is pretty solid. I learned something
MemeOracle
Haha, kindred spirit. These days, I only trust on-chain data and exchange balances
RoyaltyRebate
Where can I find industry orders? Please point me in the right direction.