THE ULTIMATE SUPERCYCLE

Summary from the TLDR Crypto newsletter

The 2020s mark the start of an 80-year civilizational reinvention cycle with AI, clean energy, and bioengineering converging for the first time as solar and wind costs drop 20% per doubling of output while CRISPR makes biology programmable. Crypto serves as the coordination layer through blockchains and zero-knowledge proofs, enabling a shift from financial capitalism optimized for extraction to sustainable capitalism based on transparent protocols and abundance-driven cooperation. This author's investment thesis expresses this supercycle view by going long crypto (trust layer), AI (intelligence layer), and abundance plays in energy storage and bioengineering. They predict a 25-year boom despite current political division and institutional turbulence that mirrors crisis periods preceding past reinventions.