Lately, I've been seeing everyone use stablecoin supply, ETF inflows and outflows, OTC activity to create a "causal chain," and it's giving me a headache... Correlation doesn't necessarily mean the money is flowing where they say it is. Honestly, more stablecoins might just mean they're stockpiling reserves or simply changing shells and holding still; ETF activity is more like a thermometer—whether it's hot or cold can be seen, but that doesn't mean it's the ignition source.

Now there's a bunch of AI agents and automated trading scripts popping up, with narratives being hyped up, but on-chain interaction permissions are a mess: unlimited approvals, private keys stored in hot wallets, clicking "connect wallet to claim airdrops" without thinking... I really want to scream at that. Anyway, I see myself more as someone who "understands multi-signature/hardware/permission layering," rather than "someone who jumps to conclusions about market trends just by seeing fund flows." That's all for now—don't mind my rambling, because a security breach is really risky once it happens.