Many people ask me why the agency industry is so competitive. This is a thought inspired by Rui's golden quote, providing answers to everyone.
The eternal law of financial markets: The art of narrative distribution.
I strongly agree with Rui's golden quote: Successful projects in this cycle are the ones that understand how to release information during price rallies and crashes.
In an era of information overload, true market operators deeply understand Graham's warning in "Security Analysis": "The stock market is a voting machine in the short term, and a weighing machine in the long term." But what most people don't know is that the direction of the vote is often determined by carefully crafted narratives—this is precisely where top agencies create excess value.
Just like JP Morgan's wisdom in saving the US gold standard in 1915: Build a cognitive pyramid with different narratives. Just like the market laws confirmed in this cycle:
💡 Price rallying and crashing must be coordinated with the rhythm of information release.
💡 The IQ 50 audience needs a straightforward narrative of the "myth of getting rich quickly."
💡 The IQ 100 group expects a rational packaging of the "technological revolution."
💡 True art lies in making all audiences believe they are in "value discovery."
Let's take a look back at the traditional stock market: Apple's classic operation in 2013: Three months before the iPhone 5s release, the Cook team released a technological narrative about "fingerprint payment reconstructing financial security" through The Wall Street Journal, arranged Goldman Sachs analysts to interpret the FAP algorithm on CNBC, while tech bloggers exploded social media with "007 gear in their pockets."
This is essentially the standardized process of traditional agencies:
🧡 Accumulate narrative potential during price calm periods.
🧡 Targeted information explosions during volatility windows.
🧡 Achieve cognitive stratification through the KOL matrix.
This explains why top Web3 agencies are inundated with projects—their core competitiveness is not merely "Connect KOL"; more importantly, it is helping project parties shape appropriate stories at the right time, writing these stories from different perspectives and telling them through various types of KOLs. More importantly, it is helping project parties shape appropriate stories at the right time, writing these stories from different perspectives and telling them through various types of KOLs to different levels of retail investors. This is the fundamental core.
There are ways to say IQ 50 and IQ 100.
As Peter Lynch said in "Beating the Street," every successful capital story requires three types of narrators: the suited professor, the bespectacled geek, and the hoodie-wearing rebel. Just like in crypto.
Just like playing Texas Hold'em, stories should be told to those who understand—top agencies are the behind-the-scenes operators that help project parties design this "narrative betting system."