Recently, I keep seeing people link the supply of stablecoins, ETF inflows, and off-chain funds together as if to say "so it will rise/fall," but basically, correlation does not equal causation. An increase in stablecoins could be for backup funds, or it could just be for repositioning, market making, or cross-chain transfers; ETF inflows and outflows resemble traditional capital movements more, sometimes in sync with on-chain sentiment, sometimes on completely different tracks.

AI agents and automated trading have also been quite popular lately, with narratives being hyped up, but I care more about what permissions they have, where the private keys are stored, whether contracts can sign on your behalf arbitrarily... invisible risks are the most expensive. As for me? I trust data more; at least data won't "tell stories," and intuition is too easily swayed by hype. For now, that's it—less action, more patience.