Hitting the chat groups until midnight, it's still about stablecoin regulation, reserve audits, and someone dropping a "de-peg" screenshot causing a wave of tension... Honestly, everyone's emotions are moving faster than the data. Recently, I've also seen people using rising stablecoin supply plus ETF net inflows to argue "off-chain money is coming in, so it must go up," sounds convincing, but correlation doesn't equal causation. Sometimes it's just a change in settlement methods, market makers moving assets around, or people fearing risk and hiding in stablecoins first. Anyway, whenever I see these charts, I pause for two seconds: who is actually buying, what are they doing after buying, is there any corresponding on-chain action? If I haven't figured it out, I won't act yet. The same goes for NFTs—wait until the last second to decide... Forget it, taking it slow isn't shameful.