Recently looking at those "tags/clusters/funding flow" charts on the blockchain, it’s a bit like classifying people by the color of their clothes... It can be referenced, but don’t trust it too much. Someone opening a dozen addresses, then throwing them into mixed coins and cross-chain transactions, the profile immediately becomes distorted; conversely, several old addresses moving in and out together might just be a collective behavior of custodial wallets. To put it simply, I now only treat it as a "signal," not "evidence."

This wave of AI Agents is even more obvious, with automated trading and interactions looking very diligent. But whether it’s smart money running or narrative folks stacking interaction volume, I can’t tell the difference. Anyway, don’t slack off on security—things like authorization, contract sources, and permission scopes are often more valuable than chasing hot topics. I’ll take my time with my positions; I’d rather miss some excitement than get dizzy trying to interpret myself through a bunch of tags.