I just unfollowed an account. At first I thought their on-chain analysis was pretty thorough, but later I realized every post was hinting at a testnet incentive for a “certain coin that must be released.” Their tone kept getting more and more like a call for trades. Forget it—I’d rather watch pure data flows, at least then I can judge for myself.

Lately, I’ve had some feelings about data availability. A lot of people get confused by words like “ordering” and “finality.” In reality, there’s only one main thread: whoever controls the order of transactions controls where the value flows. This logic is far more solid than “points/expected incentives,” but the market often trades the hype first, then fills in the details later.

Back to the speculation about mainnet token issuance: on-chain capital flows can reveal some clues. Big players have been laying the groundwork since the testnet stage, but retail users are still waiting for announcements. I won’t make predictions, but I will keep an eye on the addresses that accumulate during the silent period. For me, following/unfollowing is really about whether the signal is clear.