Người sáng lập 1confirmation chỉ trích cuộc khủng hoảng nhận thức tình huống: 'Tiền thông minh' lặp lại cùng những sai lầm

The Huoxing Finance report states that Nick Tomaino, founder of 1confirmation, published a commentary on the crisis involving the AI investment fund Situational Awareness, noting that recent discussions surrounding the fund reflect a long-standing issue in the investment community: many so-called "elites" and "smart money" lack basic risk assessment capabilities. Tomaino stated that he is not familiar with all the details of this incident and does not wish to comment on the specifics of the liquidation process, but he believes a deeper issue is that many investors, driven by wealth and attention, have gradually neglected facts, risks, and judgment of others. He cited the collapse of FTX as an example, noting that many individuals could detect irregularities after brief interactions with the founder, yet substantial "smart money" continued investing and endorsing the project in pursuit of returns and market narratives. Tomaino pointed out that a similar phenomenon occurred among the founders and investor circles supporting Situational Awareness: the same type of investors chased grand narratives, provided capital, and promoted publicity, but ultimately the fund encountered difficulties due to high-risk bets and market reversals. Industry participants must learn from this lesson to avoid repeating the cycle of "chasing trends—ignoring risks—collective losses."