I'm not sure if you are just following these lambo-moon kids on the internet. There are many many smart people working in the cryptocurrency. Just start following Naval Ravikanth, Adam Back, Balaji Srinivasan, Meltem Demirors et al.
I once had a very expensive chat with Naval and I told him that I was fairly confident that Mt Gox was insolvent. He was quite confident that it wasn't. Lesson: Don't trust anybody in crypto. I'm glad I didn't.