Today I saw that kind of "coincidental transfer": A just received money, and a few minutes later, it was sent to B, then B goes to C... and the group immediately starts making up stories. I try not to pretend now, first breaking it down into paths: Is it the same consolidated address scanning UTXO/balance, is it an exchange hot wallet moving funds, is there a bridge-in and bridge-out relay, or are there batch payroll/airdrop scripts? Many times, you think it's "someone planning something," but honestly, it might just be the flow of funds changing direction.

Modularization and the DA layer have been about the same lately; developers talk with shining eyes, while ordinary users are clueless: on-chain, it looks like "mysterious arbitrage," but it's actually just new routes after data/execution are separated. Anyway, I now just record paths, time intervals, and common relay points. Don't rush to follow the emotions; the story can be written later.