Recently, I keep seeing those “coincidental transfers” on-chain—on the surface, it looks like one person sent a small amount of money to another, but once you split apart the paths, it’s not that mysterious: the same address shuffles around between different pools, bridges and splits, then merges back into a single collection address… It looks like a story, but what it really comes down to is liquidity finding the most convenient route.

The modular/DA stuff that developers have been chatting about nonstop lately has me hearing it everywhere—while ordinary users are completely lost, and I get that—so I prefer to bring complex narratives back to specific paths: where the money comes from, what it goes through, and why it has to detour.

There are many tutorials, but I only look for the kind that can teach you, step by step, “how to track a single transaction,” not ones that dump a screen full of jargon right away.

Anyway, catching rebounds is the same for me: I only go after liquidity that I can understand, and I don’t treat coincidences as signals. If I profit, I go grab a coffee; if I don’t, I take it as paying tuition.