Recently, I've seen a bunch of address profiles again: what "smart money," "whales," "market making," and even clustering by tags like social apps... I always remain skeptical. Honestly, addresses are addresses, people are people. Today, one person can use ten accounts, tomorrow, ten people can form a "cluster." It looks like capital flow, but it might just be arbitrage, wallet swapping, or hot wallets moving back and forth on exchanges.

Especially now, with extreme fee rates, the group is arguing whether to reverse or continue squeezing the bubble. I actually become less interested in chasing "tag conclusions." Better to focus on my own positions and avoid being tempted. When gas is expensive, I just relax; when it's cheap, I move slowly. The most important thing is enjoying the cost of happiness.

What I fear missing the most isn't opportunity, but a good night's sleep.