Just saw people in the group talking again about parallel sharding and technical narratives. Honestly, it got me a bit distracted. These concepts sound pretty flashy, but when I watch on-chain fund flows, the core is still when the big players move in and out. No matter how good the tech is, what ultimately matters is where the liquidity comes from and where it goes—not whose whitepaper has flashier wording.

There have also been plenty of news about hardware wallets being out of stock lately, plus a period with frequent phishing links. In the group, some people are starting to feel anxious, while others are rushing to buy. I think, don’t just chase the hot spots—first you still need to think about how to backstop asset security. Plainly put, even if the narrative is lively, if the exit path is unclear, then the liveliness is only liveliness.

A friend in the group is discussing the security of different sharding approaches. Some say that a certain chain is more stable, while others complain that another chain depends heavily on multisig. I’m not picking sides—I just feel that watching the big players’ on-chain behavior and seeing how they shuffle assets is more reliable than listening to any “sure-to-surge” conclusions. That’s it for now. Still, we need to stay alert.