Lately I've been looking at those "address profiling/tag clustering" analyses again, saying who is a fund, who is a market maker, as if I had a crystal ball... I admit it's useful, but don't take it too seriously. Cross-chain stuff is too easy to confuse people: the same person on multiple chains, switching bridges, then passing through an aggregator, and finally in the graph it just looks like "funds migrating." But in reality, I might have just moved some positions out of boredom while waiting for confirmations late at night.



These days, the staking unlocks and token unlock calendar are being dug up again and are quite alarming. I get anxious too, but what I fear more is "reading charts and talking" leading me astray. Honestly, tags are just clues, not conclusions; I now prefer to wait a bit longer for confirmation, wait for a pullback, and think clearly: is this money smart money, or am I just scaring myself?
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