Highlights a crisis in media specialized in cryptocurrencies, where the "illusion of abundance" prevails with a massive amount of content but a severe lack of deep insights. The article focuses on the "speed trap" that makes the industry unable to diagnose its own problems, and emphasizes that deep research is the necessary solution to build a mature financial asset.
Main thesis:
The encrypted media market suffers from producing noise instead of insights, where speed is preferred over accuracy, leading to cycles that exacerbate problems without preventive diagnosis. Deep research provides sustainable analytical frameworks, reduces information asymmetry, and builds infrastructure for long-term decisions.
Main criticisms of the current situation:
- Abundance of content but lack of insights, with repetitive identical headlines across platforms without original analysis.
- Incentive structures reward speed and quantity, leading to "narrative arbitrage" where superficial outrage and personal opinions dominate complex analysis.
- Market cycles exacerbate the problem: bull markets replace accuracy with noise, and bear markets cut investigative budgets.
- Failure to detect risks early, rendering the industry "functionally blind" to crises.
- Information asymmetry: Institutions get high-quality paid analyses, while the public relies on noise.
Specific examples:
- Failures of Terra, FTX, and Celsius: Media outlets failed to predict them proactively, merely reacting after billions of dollars were lost.
- Trading volume in decentralized exchanges (DEXs) grew by 282% annually compared to 41% for centralized exchanges: A significant structural change that hasn't received deep coverage with historical context.
The importance of deep research and proposed solutions:
- Provides "preventive diagnostics" through data-driven frameworks, replacing ephemeral news with "slow thinking in a fast market."
- Focus should be on accuracy rather than scoops, with primary data collection and expert verification.
- Providing free research to reduce "information asymmetry tax."
Conclusion:
The sector no longer suffers from a lack of information but rather a lack of meaning. For maturity, there must be a transition from "the euphoria of narrative arbitrage" to "solid ground of confirmed truth." The article calls for building a high-precision shared informational infrastructure to attract sustainable institutional participation. Notable quote: "We are building the infrastructure for the next decade of digital assets, and we are doing it publicly."
Note: Cryptocurrency prices and financial products are highly volatile, and this is not financial advice. Personal careful research and consultation with specialists is preferred.