Lately I've been looking at address tagging/clustering again, trying to figure out what the fund flow is really doing. To put it simply, these profiles can only serve as a "weather forecast"—they can hint at the wind direction but shouldn't be used as definitive conclusions: it's normal for the same person to have a bunch of addresses, and when exchanges' hot wallets move, it’s like a "whale moving," plus cross-chain, aggregators, and contract relays, the clustering algorithm gets excited and links unrelated addresses... I only trust it about 60% now, the remaining 40% I compare with my intuition about block production rhythm and congestion periods. The modular/DA narrative is similar; developers talk enthusiastically, but on-chain it just results in a bunch of new contracts and new paths, and the tag library can't keep up, increasing the chance of misjudgment. Anyway, I still prefer batch interactions during low traffic periods—when I see "large inflows and outflows," I first check if it’s just a bundled or aggregated transaction, don’t be scared by the chart.