I've been tracking some major misconceptions circulating in the crypto space lately. Most investors get it wrong on projects like SRXH, EMJX, NXDR, and DEFT—not because they lack information, but because they're missing the proper analytical lens.

Here's what I'm seeing: people confuse market hype with actual utility. They chase narratives instead of examining fundamentals. The current AI sector debate is a perfect case study. Everyone's asking if we're in a bubble. That's the wrong question entirely.

What actually matters is whether the underlying infrastructure justifies the valuation. This distinction separates solid positions from speculative traps. The framework you use to evaluate these projects determines your outcomes.