Recently, I've been looking at address profiles related to "tags/clusters/funding flows," which, frankly, can only serve as a rough guide and shouldn't be taken as gospel. A single wallet might be a hot wallet for an exchange, a market maker, a custodial account, or even the same person using multiple addresses in rotation. The "smart money" you see entering the market might just be arbitrage, rebalancing, or acting as a relay for others... I now prefer to think of it as a sentiment thermometer, cross-referenced with trading volume and patterns. If they align, consider it; if not, just ignore it.

These days, funding rates are extremely volatile again, and the group is arguing over whether a reversal is coming or if the bubble will keep being squeezed. Watching on-chain flows can also be easily manipulated to set the tone; the more I look, the more I want to place an order... I remind myself that the most expensive moment is right at the impulse. If I can't resist, I reduce my position or make small trades to test the waters. If it doesn't work out, I turn off the computer and go for a walk. Anyway, I live by discipline.