YieldSpring

vip
Age 0.1 Year
Peak Tier 0
Focused on yield curves and risk premiums, prefers to write strategies as reusable templates. Rejects mysticism, favors verifiable data.
Honestly, I've recently seen quite a few people saying things like "Stablecoin supply increases = the bull is coming" or "ETF inflows = immediate rally," and I'm a bit cautious. Correlation can be very misleading: more stablecoins might just be exchanges stocking up, or OTC moving assets around, or some institutions converting cash into on-chain notes for risk control, which doesn't necessarily mean genuine buying pressure is about to enter the market.
The same goes for ETFs; capital inflows don't always mean chasing high prices immediately. Sometimes it's just replacing the original spot chan
View Original
  • Reward
  • Comment
  • Repost
  • Share
  • Pin