Lately, looking at those charts of "tags/clusters/capital flows," they increasingly resemble horoscopes... They say a certain whale is accumulating, but when I check the address profile, nine out of ten times it's just exchange hot wallets moving funds, and I’m stunned. To put it plainly, these tags can be referenced, but don’t treat them as verdicts, especially when the market is frantic, and money is flipping back and forth—no one’s following the script.

These days, someone also links ETF capital flows with U.S. stock market risk appetite, explaining it as smoothly as a causal chain. I just want to laugh listening: you think it's smart money positioning, but maybe everyone’s emotions are just acting up at the same time. My current approach is very simple: when I see "capital inflow," I hold back first, and only talk about it when I’m no longer excited. Anyway, I’ve already set my stop-loss, or else my nickname would be wasted.