Wake up everyone, we've seen through this playbook long ago. Are people still stepping into these traps?
---
Basically, it's an information asymmetry game. Whoever controls early funding wins.
---
Fundamentals? Ha, is that worth anything in this circle?
---
Big V endorsements and narrative hype - people still believe this after all this theater?
---
Latecomers are always the bag holders. When will this iron law ever break?
---
Wait, aren't we ourselves part of this system?
---
Information asymmetry in funding rounds is essentially a loophole in the system design. Whoever exits first wins.
---
Every time I ask myself if this is value or just a story, but I still end up following the herd and buying anyway.
Retail investors are always the last to know—that's the reality of Web3.
I've figured out the funding round game; it's all about information asymmetry.
Frankly, fundamentals have already been crushed by financing narratives.
Same old playbook again—smells exactly the same every time.
Project teams and big voices are conspirators, and we're just the bag holders.
I think someone's going to catch the falling knife this round. Are you prepared?
The information disparity really hits hard; can only blame ourselves for arriving too late.
Sometimes I wonder if there's any genuine value investing left in this space.
このコミュニティでは、一部のKOLが同じパターンを繰り返し演じることが確かにあります。資金調達ラウンドの情報分布が不均衡であり、特定のプロジェクトはターゲットを絞った招待や初期資金調達メカニズムを通じて期待差を生み出し、その後大Vの後押しで急速に盛り上げる——この流れはすでに一種のデフォルトの脚本となっています。問題は、情報の非対称性が深刻な場合、後から参入した個人投資家が最後の引き受け手となることです。どれだけのプロジェクトが本当にファンダメンタルズの価値に基づいているのか、またどれだけが世論や資金調達ラウンドの設計によるストーリーに過ぎないのか？これは参加者一人ひとりが真剣に考える価値があります。