Lately, people keep taking a few “coincidental transfers” and turning them into conspiracy theories, and I can’t help but find it a bit funny… The blockchain is actually pretty honest; the key is to break down the path: Is it the same batch of funds circling around in different wallets? Did they enter the same pool/router mid-way, or is it simply batch collection and then splitting out? A lot of things that seem like “collusion”—once you trace them to the third hop—turn out to be either the same automated script saving on transaction fees, or the same custodian merely changing addresses.

I’m honestly a bit slow to catch up with the whole AI Agent thing. Everyone’s talking about “automated on-chain interaction,” but my first reaction isn’t how smart it is—it’s whether it might grant permissions recklessly, where it stores private keys, and who’s going to take the blame if something goes wrong. Anyway, when I see coincidences now, I’ll first interpret them as part of the process, and then consider whether there’s a story behind them. That’s all for now.