strictly theorizing:
what if the whole time we were talking about the supercycle coming we were actually inside of it
meaning that ico → defi → nft → memecoin was a ‘supercycle’ liquidity event horizon
essentially a window to do a few things:
1] validate the fundamental thesis’ cross category
2] stretch the current consumer and producer appetite & macroeconomic vision
3] transfer liquidity to asymmetric players in the niche
4] spark a butterfly effect for tech use cases, market research, etc
if so, the supercycle would more aptly be metaphorized as a black hole that opened a new economic zone of global scale
the after effects looking more similar to non-liquid-native industry verticalization & horizontal product & service development
further, it would mean things like:
1] attrition-like growth industry wide
2] more frequent less potent attempts to replicate supercycle anomalies
3] the occasional unicorns
4] open season for non-natives to leverage network effects and earn market share enduringly
5] open season for natives to foster new network effects and earn market share enduringly
6] resource gatekeeping 10x
7] novelty factor erodes
8] utility no longer a narrative but prerequisite
the assumption that normies care about sovereignty, custody, data privacy, or honestly even yield-level financing is quite an assumption
more likely they care about products, services, and enriching experiences that happen in the digital dimension
all tied in, the supercycle may have been an asymmetric opportunity for massive wealth distribution based on the fundamentals that will be hidden, and truly not cared about, for those products, services, and experiences
time will tell.
