2026-01-06 12:22:01

Recently, some people have been promoting the logic of "chip shortages, energy shortages, and storage shortages," claiming that ordinary investors can achieve rapid wealth by investing in related cryptocurrencies. However, a closer analysis reveals several issues with this theory.

First, regarding chip shortages. It's true that mobile phone manufacturers and automotive companies have been competing for capacity in recent years. This is a reality. But supply chains and capacity allocation are never games that retail investors can participate in. The actual chip assets are controlled by industry giants, and ordinary people are often exposed only to various "chip concept coins," which are likely to become trapped and locked in.

Next, energy shortages. The high power consumption of AI data centers is widely acknowledged. However, those "green and cheap" new energy projects are primarily the domain of governments and large capital. Ordinary investors don't even have access to the entry tickets to participate. Relying on buying coins to "ride the wave" and get rich is overly optimistic.

The storage sector is similar. Data explosion is a trend, but the real battleground is dominated by giants like Alibaba Cloud and Huawei Cloud. Retail investors' so-called "storage concept coins" are essentially betting on a lottery ticket. Meanwhile, those with foresight have already cashed out their chips.

Essentially, this is a forced linkage between national industrial policies and individual wealth growth. It's important to remain vigilant, as information asymmetry is often the greatest risk.

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MevWhisperer

· 16h ago

It's the same old story. Nicely called a "track," but in less flattering terms, it's just a new trick to harvest retail investors.

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CoffeeOnChain

· 18h ago

It's the same "scarcity theory" trick to harvest retail investors, always changing the concept coin to fool people. Information asymmetry is the biggest weapon; aren't retail investors already being sufficiently harvested?

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AllInAlice

· 01-06 12:51

Here we go again, chip energy storage, listening to me even my ears are calloused. Basically, it's just cutting leeks; how can we retail investors compete with the big players? I've seen through it long ago, so-called concept coins are just a relay baton; whoever catches the last one will be dumbfounded. I argued about this logic in a certain group before and got criticized. But it's true, the information gap is right here, we are always the last to know. That's right, the matters on Alibaba and Huawei, do they involve us? Dream on. But I still want to take a shot, just in case, right haha, but I won't go all in. This article is straightforward, just want to tell us to stop dreaming, making good money is the real way. Concept coins, concept coins, forever tools for cutting leeks, no problem.

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Gm_Gn_Merchant

· 01-06 12:49

Once again, it's the same story of "concept coins getting rich quickly." I'm truly amazed—it's the fate of retail investors to be the bagholders.

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EntryPositionAnalyst

· 01-06 12:43

Once again, the rhetoric of "buying the bottom concept coins to get rich" is being used, really treating retail investors like fools. Exactly right, these "chip coins" and "energy coins" are essentially tools for the big players to cut leeks; the information gap has been completely exploited by major capital. Oh my, it’s always the same—first hype up the concept, then trap people at high prices. Their tactics are so familiar. Instead of being scammed into buying these junk coins, it’s better to honestly focus on trading pairs, right? This is the influence of gambling psychology—always looking for shortcuts, but ending up falling into traps. Once you see through the tricks of the current project teams, all they do is tell stories and blow bubbles. The information gap is always the biggest divide; we are fundamentally on the passive side. Why bother?

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PaperHandSister

· 01-06 12:43

It's the same narrative again, I'm tired of hearing it. Basically, it's just information asymmetry to harvest profits, and the giants have already run away.

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NeverVoteOnDAO

· 01-06 12:40

Oh no, it's the same old spiel. Can't you get tired of hearing it? ---- "Concept coins" are just a front for scamming retail investors. Do you really think you can buy the dip? ---- The big players have already run away, retail investors are still counting sheep in their dreams. ---- Information asymmetry is always the knife that slaughter retail investors. ---- Trying to get on board by buying coins? Wake up, buddy. ---- The real opportunities to make money are never meant for us.

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GasFeeCryer

· 01-06 12:32

Bro, this analysis is amazing. I was previously caught by the chip concept coins, and now it seems like a game for bagholders. Well said, retail investors have no right to play this game, yet they are forced to participate. Uh, wait, are people still hyping these? I thought no one believed in them anymore. Forget it, I’d better stick to regular dollar-cost averaging into mainstream coins. These concept coins are too dirty. Information asymmetry is the original sin; small investors like us are always a step behind.

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SerumSquirter

· 01-06 12:25

It's the same narrative again, each time fooling a wave of people into buying concept coins, then the big players run away. Information asymmetry is always the biggest harvesting tool; retail investors like us are the ones getting cut. That's right, chips, energy, storage—these have long been locked down by capital giants, there's no way we can get in. These "revolutionary" coins, 80% of the time, end up as tools for harvesting retail investors. History always repeats itself; why do people still keep rushing forward?

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