Honestly, the market is pretty boring right now. When interest rate expectations shift, risk appetite follows suit like it’s shaking on a wire, and positions feel like they’re on a tightrope. Those big on-chain transfers being spun as “smart money”—I can’t help but laugh. Wallet “hot/cold” movements may just be market makers adjusting inventory, or some fund rotating holdings—there’s not much to it in terms of grand strategy. Anyway, I just watch the order book and liquidity: when rates come down, I add some exposure; when they go up, I cut back. In plain terms, it’s just riding volatility to make a living—don’t trust any “everlasting consensus.” We’ll talk next time.