Recently, there's been talk about "performance narratives" like sharding and parallelism. It looks lively, but my first reaction is: where are the assets stored, can they be withdrawn? Honestly, whether you can withdraw at the most critical moments is much more important than TPS... I usually focus on the hot and cold wallets of exchanges and the flow of stablecoins. When I see sudden large inflows or outflows, I hit pause first.

And about on-chain data tools and labeling systems being criticized for lagging or misleading, I also have some sympathy. Don't be too superstitious about a single chart drawing conclusions. Anyway, I tend to check multiple data sources. If I really can't see clearly, I do less trading, leaving an exit route is more reliable than chasing new concepts.