Recently, I saw a bunch of PFPs talking about building a membership system and brand storytelling. To be honest, I was also tempted before; the third time I almost got itchy to take on an "early stage" project. But after calming down and thinking about it, whether PFPs can really become long-term value might not be about how good the avatar looks, but whether you can keep using it and be consistently recognized. Otherwise, in a couple of months, no one will be talking in the group.

What’s more annoying is that current on-chain data tools and tagging systems are still often criticized for being laggy or misleading. I want to track fund flows and see who’s buying, but a bunch of address tags are sometimes right, sometimes wrong, making judgments rely mostly on guesswork... Anyway, I now just treat it as a "reference." Before actually placing an order, I still check stablecoin interest rates and my own mood—don’t get led by short-term attention. That’s all for now.