Recently, everyone has been saying "Stablecoin supply increased = it's about to take off" and "ETF net inflow = off-exchange money is coming" as ironclad logic, but honestly, it's a bit of confusing correlation with causation. An increase in stablecoins could also mean people minted them first and are just holding, waiting for opportunities, or they are used for arbitrage or market making on-chain, which doesn't necessarily mean they'll rush in to buy immediately; ETF inflows might also be for hedging, rebalancing, or simply moving money from other portfolios—don't jump to conclusions and imagine stories just from the data.

I'm currently more following the approach of "meal prep in portions": keep up with new chain tasks, streamline interaction paths where possible, split funds into small parts, and avoid going all-in on macro signals. Also, I checked that NFT folks are arguing again about royalties, saying they want to protect creators but are worried about liquidity in secondary markets... Anyway, everyone has their own struggles, and in the end, it's about who can make rules that are less anti-human. That's it for now, I'll harvest more tomorrow.