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WHEN EVERYONE AGREES, WHO IS LEFT TO BUY? Crypto has taught me one uncomfortable lesson: The strongest narrative can become the most crowded trade. $EOS , $FIL , $PEPE , $BOME — different cycles, same pattern. A narrative starts early. A few investors discover it. The market notices. KOLs turn bullish. Institutions publish optimistic targets. Then retail arrives after the story is already fully priced. The thesis can remain correct while the token still falls 70–90%. Why? Because price doesn’t only follow fundamentals. It follows: • Entry valuation • Token unlocks • Circulating supply • Holder cost basis • Fresh liquidity • Capital rotation So when everyone calls something “the next big thing,” I ask a different question: Who is left to buy after me? A great project is not automatically a great entry. When consensus becomes crowded, the scarce asset may no longer be the narrative. It may simply be new capital willing to take the next position. #WeakConsumptionFedSplit