Night shift monitoring the market, the most feared thing is seeing those "coincidental transfers": A just finished transferring, B immediately follows, and then the group starts shouting about insider info. To be honest, don’t rush to get excited; I now prefer to break it down into paths: Is it the same consolidation address sweeping up? Is it the hot wallet on the cross-chain bridge replenishing inventory? Or is it the exchange's deposit and withdrawal transfer? Connecting these segments, many "coincidences" aren’t so mysterious, and only the remaining uncertainties are worth being cautious about.

Recently, someone also interpreted ETF capital flows, U.S. stock risk appetite, and crypto price movements together... That’s fine, but I trust the on-chain data more, at least I can see where the money is going. I treat trading as practice, practicing not to guess blindly: if I don’t understand, I don’t place an order; if I want to chase, I first reduce my position and set stop-losses. Anyway, I don’t want a moment of emotion to wipe out a whole night’s discipline.