From what I can tell, the issue is with orientation. Since I'm 5 minutes into it ahd while I understood the basics of the setting, that was about it. More here's the problem with that issue there: deduction, interpretation, and attention to detail have to be earned. People aren't going to just do it because you handed them something. They need to be invested in caring first, which is why orientation is so important. This falls into what I was talking about and... well, using my video and answering those questions, can you see how that might be an issue early on?
So yeah, right now it feels like scenario #2, with the scenario too vague for far too long, and nothing firm to hold onto early on as being brought into the world.