Recently, everyone has been saying "stablecoin supply increased = about to take off" and "ETF net inflow = off-chain money is coming" as ironclad logic, basically confusing correlation with causation.

A rise in stablecoins could also mean people have minted them in advance and are waiting for opportunities, or that on-chain arbitrage/market making is happening, which doesn't necessarily mean they'll rush in to buy immediately;
Similarly, ETF inflows could be for hedging, rebalancing, or just moving money from other portfolios—don't jump to conclusions and imagine a storyline just from the data.

I personally now prefer the approach of "meal prep in portions": keep up with new chain tasks, save on interaction steps when possible, split funds into small parts, and avoid going all-in on macro signals.
By the way, I saw that NFT folks are arguing again about royalties, saying they want to protect creators but are also worried about liquidity in secondary markets…
Anyway, everyone has their own struggles, and in the end, it depends on who can make rules that are less anti-human.
For now, that's it, I'll harvest again tomorrow.