Lately I've been looking at address profiling again—tags, clustering, fund flows layered on top of each other, it looks like laying people's hearts on the table... But honestly, it's just "more like" that. I used to be quite superstitious about these; seeing a big holder's tag would make me nervous, and I'd panic and chase after it; now I’d first ask: Is this address used by one person, or shared by a group? Is it active trading, or passive liquidation and collection? One mistake and emotions follow, and reflexivity immediately amplifies.

Especially recently, Layer 2s are competing over TPS, fees, and subsidies, and on-chain fund flows are more like migrations, not faith. Today, I act very “smart” on this chain; tomorrow, it might just be about grazing for profit and switching positions. Tags can serve as telescopes, but don’t use them as microscopes… I now use them for mood assessment, but when it comes to actual orders, I stick to the rules—stay cool, to avoid being fooled by my own romanticism.