The trick, of course, is in distinguishing

> THIS MANAGEMENT TEAM DOESN"T KNOW HOW TO MAKE MONEY AT THE MOMENT

from

> THIS WHOLE INDUSTRY IS FAKE

or, worse,

> YOUR SOCIETY HAS REACHED THE INFLECTION POINT OF A YEARS-, DECADES-, OR PERHAPS CENTURIES-LONG PONZI SCHEME. SO LONG AND THANKS FOR ALL THE FISH