Recently, I keep seeing people take "the rise in stablecoin supply / ETF inflows" as an inevitable bullish signal. Honestly, these are more like thermometers, not igniters. Off-chain money might indeed be on the way, but it could also just be sitting with a different shell, watching from the sidelines. Sometimes, correlations can be quite deceptive. Having experienced losses myself, I no longer dare to assume causality.

Additionally, lately there's been a lot of discussion on-chain about miner/validator income, MEV (front-running and sandwich attacks), and fairness in transaction ordering. Retail investors are getting frustrated with slippage... This also reminds me: whether funds come in or not is one thing; how they get "taken out" after coming in is another. Anyway, I still prefer to manage authorizations carefully, reduce linkages, store more cold, and take it slow for peace of mind.