Wild Wild Money

Most people think crypto is mid-cycle with room to grow.

This is wild to me. Frustration with memecoins and availability bias from years of struggles are keeping people from seeing the forest for the trees.

Crypto deregulation, government adoption, institutional adoption, AI agents, Layer 2s, and other new infra are all potential step changes. We don’t yet know how any of this will play out, but their convergence feels like the beginning of something much bigger. 

I’m team supercycle here.

I see crypto as poised for exponential growth and innovation with the potential for a supercycle ahead. The current mindset of being mid-cycle may overlook significant developments and advancements on the horizon. The convergence of various factors could lead to new opportunities and expansion in the crypto space