Recently, I saw a bunch of charts labeled “Smart Money Tags” and “Whale Clusters,” with lines drawn like constellations. Honestly, I usually believe about 60% of it… the remaining 40% I leave for misjudgments: one person with multiple addresses, one address shared by multiple people, exchanges’ hot wallets moving erratically, or even just farming airdrops to turn oneself into “high-frequency funds.” Tracking fund flows is certainly useful, but it’s more like watching breathing: feeling the rhythm change doesn’t mean you know what they’re about to inhale next.

Modularization, the DA layer—everyone’s talking about it excitedly. I’m still stuck at “what does this have to do with the apps I use every day?”… falling behind by a bit is quite normal. Anyway, when I look at address profiles now, I mostly use it as a reminder not to get too caught up: when you see labels, don’t rush to agree. First ask, “Who labeled this, and why?” That way, you can stay calmer. Feel free to correct or add.