Lately I’ve been looking at those “tags/clusters/funding flow” charts again—basically, you’re giving addresses a storyline. It can be referenced, but I only trust it about 60–70%: the same batch of funds shuttling back and forth, bots splitting things up, multi-signature handoffs… and a bunch of other factors can make the picture look like “it’s really making sense.” I thought following a particular “smart money” address to copy their moves would be pretty steady, but the next thing they did was send funds straight into a testnet rewards wallet to rack up points. I only realized I was just running alongside them—whether the mainnet ultimately will issue tokens is still up in the air.

For now, I’ll treat it like a weather forecast: watch the wind direction, don’t use it as navigation. Either way, what I care about more is this: during pullbacks, are people consistently adding positions, and on-chain, is it getting to the point where the market drops and there are more people stepping in to buy—rather than letting a single day’s net inflow and net outflow lift or sink my emotions. Take it slow. Don’t let these pretty labels pressure you into making decisions.