Lately, analyzing address profiles has been a bit addictive: tags, clustering, fund flows all at once. It looks like catching the tail of the "big players," but the more I watch, the more I feel it's more about guessing human nature... The same person using a dozen wallets, routing through several layers, in the end, what you see is just the path, not the identity. Clustering can help you avoid detours and also lead you into a self-verification loop. Honestly, trusting it at about 70-80% is enough; the rest can be just bedtime stories.

By the way, when I see Layer 2 discussions comparing TPS, fees, and subsidies, my mind is filled with "sorting/delay, just change the wrapper and keep rolling." User experience is actually more like being fed data.

Last night, I really had a moment where I wanted to uninstall or exit a bunch of on-chain dashboards. It’s too easy to be led astray by noise... In the end, I kept them, just turned off the alerts, looked more slowly, at least not letting tags lead my trades. That’s it for now.