In the past few days, I've seen a bunch of "smart money address profiling" and "tag clustering tracking capital flow," to be honest, I can understand them, but I don't really trust them completely. On-chain addresses are not IDs; new wallets, splitting, bridging can all be done in a flash, tags are like sticking sticky notes on shadows—looks lively, but using them to make judgments can easily be misled. For someone like me doing small arbitrage across DEXs, I'm more concerned about current liquidity and slippage—where there's a hiccup, where there's a pause—it's more practical than "who is he."

The AI agent's automatic interaction system has been hyped up recently; some use it as a narrative, others use it as an excuse to sign permissions recklessly... My first reaction to "automatic trading" isn't about making money, but about permissions, whitelists, and whether the contracts are upgradeable. Address profiling is at most for reference; in the end, it all comes back to: where does the money come from, how does it go out, and is there an escape route? Never mind, I won't talk about it anymore, just some rambling today.