According to zachxbt, a prominent on-chain analyst, investors should exercise caution and potentially avoid any project associated with an individual who is now leading a new treasury company. This warning stems from the individual's alleged past performance, where they reportedly "blew up a fund" during a period when the market was generally positive ("up only"). ZachXBT's statement suggests that this track record is a significant red flag, implying that concerns over a leaked presentation exposing this information are less important than the risk the individual poses to new projects and their treasuries.