Today I saw another "coincidental transfer" screenshot: A just received the money, B immediately sends it over, and the comment section starts making up stories.

Right now, I basically turn off my emotions first, and analyze step by step: Is it the same source of funds split into different flows? Did it pass through an aggregator/exchange hot wallet in the middle? Do they share the same gas usage habits? Are the address creation times close or far apart?
Many so-called coincidences are actually just the same production line running, you’re only seeing two frames of the picture.

Modularization and the DA layer are similar; developers are excited, but ordinary users look confused, thinking "What does this have to do with me?"
To put it plainly, no matter how innovative the on-chain narrative is, it ultimately boils down to where the money comes from, how it moves, and why it pauses here.
My biggest mistake in retrospection was that I used to love "inspired reasoning," but now I prefer to slow down and explain the path thoroughly.
Next time, we’ll talk more.