Today I was looking at on-chain data and saw a pretty big transfer. Lots of people were there analyzing it, saying it looks like “smart money” is moving again. Man—now that I think about it, I’m a little scared. Earlier I’d been watching this kind of thing too, and I almost followed the crowd and rushed into a bundle. Honestly, do retail users really need to know to what extent block builders and bundles are involved? I think it’s enough just to know that this exists—don’t take it too seriously. As for those so-called smart money moves—who knows whether they’re real or just pretending. Anyway, what I trust is narrative evolution. Today I looked at this and felt like the timeline is getting a bit more scrambled again.

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