I'm now a bit immune to statements like "Stablecoin supply increase = imminent rally"… It seems related, but it might not be causal. The ETF side is more like a big pool; money coming in doesn't necessarily mean it will immediately flow into small coins or onto the chain. Sometimes it's just changing containers and lying around; off-chain funds might also be watching or hedging. To put it plainly, once the sentiment shifts, they pull back again.

Anyway, I personally just try with small positions, not daring to treat a single data point as an oracle. By the way, a quick rant: recently, hardware wallets are out of stock everywhere, phishing links are everywhere. People are shouting "funds are coming," but their private keys are being clicked away… Let's get security sorted first before surfing the market.