After I started tracking stablecoin supply, ETF subscriptions, and other numbers, my biggest takeaway wasn't "more accurate predictions," but rather being able to hold myself back from jumping to conclusions. Previously, seeing an increase in stablecoins would make me imagine "money entering the market and pushing prices up," and noticing net inflows in ETFs would make me think "offshore funds are stepping in," but as I followed these, I was taught a lesson in slippage... To put it simply, correlations can be quite deceptive, especially when the market fluctuates; statistical charts may look like cause and effect, but they might just be driven by the same underlying sentiment pushing everyone around.

Recently, isn't there a bunch of new L1/L2 projects offering incentives to boost TVL? Long-time users complaining about "mining, then selling" also feel quite real: good-looking data doesn't necessarily mean funds are willing to stay. Anyway, I'm now more concerned about why I want to push forward—whether it's genuine logic or just fear of missing out. For now, that's it. I'll keep publicly punishing myself.