Recently looked at a bunch of address profiling/tag clustering tools, and the more I look, the more I think: they can be referenced, but don’t take them too seriously. An address being labeled as "smart money" might just be because they happened to hit the right rhythm during that period; change the cycle and it’s exposed. Clustering is even more esoteric—mixing exchange hot wallets, cross-chain bridges, batch distributions—fund flows look like a single chain, but in reality, it’s many footprints layered together.

AI Agents are also quite interesting this time—claiming to be smart with automated trading and on-chain interactions, but their security habits can’t keep up: randomly granting private key permissions, not checking permissions for contract interactions, nobody talks about delays and execution details. The narrative is quite loud, though. Anyway, I only treat tags as "clues" now; the key is to review the path myself, and only trust a little if I can explain it clearly. That’s all for tonight, better to watch less excitement before bed.