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Jayme Hoffman
@jayme
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.
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Jayme Hoffman
@jayme
Survey: https://warpcast.com/jayme/0xee5cd542
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Colin Johnson 💭
@cojo.eth
Interesting side note - almost no Farcaster OGs think it’s the top
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matthewb.eth
@matthewb
we’ve had nearly two years of up and to the right, don’t think we’re early time-wise in this cycle. consensus for potential tops are march 2025 or oct/nov 2025. the ETF dynamic will likely smooth out the lows, though, so remains to be seen if we still get ~ 70% drawdowns on majors as in previous cycles. we could also see a BTC supercycle with limited drawdown meanwhile alts do the usual -80% or more.
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Tayyab - d/acc
@tayyab
Yep I’m also team supercycle. I believe most people are well underestimating the next 4 years.
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tldr (tim reilly)
@tldr
Good take
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Jack Dishman
@dish
It’s not the top until TMZ celebrities start schilling
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Kaloh
@kaloh
Seems like we are either peak to bottom or not even started
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Satoshi Tomatomoto
@tomato.eth
There were people 4 years ago saying it was a supercycle, and there will be people 4 years from now saying it's a supercycle. It's never a supercycle.
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Metaphorical
@hyp
same
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