Recently, there’s been another batch of new L1/L2 incentives driving TVL, and I saw an old user complaining there about “digging, picking, and selling.” I froze for two seconds: Ah, are we starting all over again… I’m definitely slow to catch on, but I’m not really the type to rush in.

I also thought about this whole address profiling thing. All kinds of tags, clustering, and fund flow look pretty convincing, but if you put it plainly, it’s basically just a “probability game.” One person splits across a dozen-plus wallets, uses an aggregator/relay in between—then the profile immediately changes; and what’s more, exchange hot wallets and project multi-signatures can get mixed together too. Once the data looks so neat, the people behind it might not even be the same group at all.

So I’m giving you today’s weather forecast: it can be used as a reference, but don’t treat it as the truth. If you really want to take action, it’s still the same old routine—dollar-cost averaging, then rebalancing. Don’t get an itch just because you see “smart money flowing in”… just keep at it, hold steady, and wait it out.