Lately, when looking at on-chain transfers, the most feared thing is that kind of "coincidence": A just finished transferring to B, and then another transaction comes in immediately, causing the group to start speculating. Frankly, I now force myself to break it down into paths: Is it the same source of funds being split? Is the intermediary address consolidating? Is a series of jump points on cross-chain/bridges causing the timing to be very close? Once broken down, many "mysterious operations" turn into process issues, and it's not as exciting.

Modularization and the DA layer are the same; developers are excited, users are confused. I’m actually more interested in when this emotional gap will reflect back on the chain: whether the interaction volume, address activity, and fee changes will move first, or whether the narrative will lead.

As for avoiding impulsive orders... I’m quite simple: when I see something I want to chase, I first close the trading page and review that on-chain path again, casually compare it with emotional indicators, and only come back if I can explain it clearly; if I can't explain it, then forget it—missing out is just paying a little tuition fee.