99% of people in the crypto space are pretending to be 'Value Investors' 🔥 Is 'Value Investing' in the crypto world a false proposition? Why are you always getting stuck!
Everyone says you need to 'look at the fundamentals' in crypto
But the reality is —
99% of those who claim to be value investors end up being victims of 'fundamental delusion'
Today, I will share the truth with you through bitter experience 👇
🌟 Part 1 | There is no true value investment in the crypto world!
👉 The harsh reality:
Buffett-style value investing simply doesn't work in crypto
▫️ You think UNI/AAVE/JUP are 'value coins'
▫️ In essence, they are all old narratives supported by storytelling
The only exception: BTC
(Considering the excessive issuance of fiat currency as cash flow, barely counts as fundamentals)
🚨 Part 2 | So-called 'fundamentals' are all illusion filters
What exactly is the 'fundamentals' in crypto?
🔻 Code quality → But the code doesn't generate cash flow
🔻 Team background → A big name endorsement ≠ can make money
🔻 Product innovation → No one uses it = air
🔻 Community enthusiasm → Speculators ≠ real users
The truth:
▫️ Project valuation relies on market sentiment
▫️ Narratives become outdated in 1-2 months
▫️ Similar project valuations can collapse anytime
(Refer to the last round of GameFi carnage)
💔 Part 3 | Why do you get more stuck the more you study?
Many people at midnight:
✅ Reading white papers
✅ Checking on-chain data
✅ Investigating team backgrounds
And then confidently going all-in…
Result: Coin prices plummet, see you in the rights protection group 😭
Deadly mistake:
Taking 'fundamental delusion' as truth
(You think you are researching value, but in reality, you are writing essays for the manipulators)
💡 Anti-loss guide | Correct way to approach
1️⃣ Acknowledge reality:
Making money in crypto relies on **emotions + narratives + hype resonance
(Refer to Meme coins suddenly surging 500%)
2️⃣ Learn to sell the illusion:
▫️ Gradually offload during the 'community carnival period'
▫️ Decisively exit 'before the narrative collapses'
3️⃣ Refuse to get bogged down:
When you see project data deteriorating → Immediately cut losses
(Don't fantasize about being a 'value discoverer')
Heartfelt words for fundamental believers
Value investing in crypto is like
Trying to catch Bitcoin with a fishing net — the harder you try, the more bitter it gets
Better to learn:
🔥 Ride the hype
🔥 Chase the narratives
🔥 Benefit from emotional dividends
Have you ever been caught in a 'value trap' in the crypto space?
👇 Share your story in the comments!
