Previously, when I saw those "coincidental transfers" on the blockchain, I would be surprised and start imagining stories... Now I mostly hold back: I break it down into several segments to analyze—Is it an exchange hot wallet rebalancing? Cross-chain bridge aggregation? Or the change returned after contract interaction. Many look like cryptic signals, but actually it's just that I haven't fully understood the process.

These days, everyone is talking again about interest rate cut expectations, the US dollar index, and whether risk assets are rising and falling together. Basically, a single word from the macro side can transmit emotions onto the chain. I personally focus on large transactions from "origin - transfer - destination," and if I can explain it, I do; if I can't, I just note it down for now. No need to rush to conclusions—after all, I haven't even had breakfast yet.